24
Sep

Rick Kluchin

Richard has been educating his clients on Retirement Planning, Health and Long Term Care plans as well as Life Insurance for over 30 years. He teaches the principals of all types of investments but believes every individual and couple has specific goals he can help uncover and meet. After graduating from the University of Michigan School of Business, he was

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16
Sep

David Seitzer

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long

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15
Sep

Mick Murray

McGarry Patrick Murray, II (“Mick”) is the founder of Cosaint Retirement Solutions, a financial planning firm focused on the unique needs that retirees face approaching and while in retirement. Cosaint’s core beliefs include a holistic approach to planning that includes unbiased advice consistent with the fiduciary level of care the firm provides its clients. Cosaint boasts an A+ rating from

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20
Aug

Tim Whisler, CRPC®, CLTC®

Tim is the President and Founder of The Whisler Agency, a comprehensive financial services. The mission statement is “to provide retirees and soon-to-be-retirees with a greater sense of confidence about their retirement plan.” As an independent advisor and fiduciary, Tim is committed to creating solutions for the needs of clients in their best interests. He is passionate about his clients

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8
Jul

Roger Webb

Roger, an expert in business organization and customer service, is Vice President of Operations fro Successful Financial Strategies. Prior to coming to SFS, he held the position of Chief of Retail Operations for a chain of furniture stores, Results Analyst’s Manager for AT&T and Operations Manager for Office Depot. Roger is a local to Asheville and attended AB Tech College

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19
Jun

Nick Seifert

Nick is a Colorado native and graduated from Colorado Christian University in 2015, earning his degree in Business and Administration. Nick joined one of the top 10 State Farm organizations right out of college, gaining him experience in the insurance industry that not many receive at such a young age. He joined the financial services industry in 2017 and began

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16
Jun

Carl Horne

As a musician, my best moments have been at live events when the music touches someone so deeply it takes on a life of its own. It becomes a connection, a relationship, a comfort. My mission is to help individuals, families and small businesses make informed decisions about insurance that can help protect their health and financial well-being. It takes

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15
Jun

Dedrick L. Adell

Dedrick L. Adell is the President and CEO of Holistic Retirement Advisors located in Allen, Texas. Dedrick founded the Holistic Retirement Advisors on providing Strategic, Comprehensive and Holistic retirement strategies. He has also attained a bachelor’s degree in Management and Finance at Park University in Parkville Missouri as well as a Bachelor’s of Divinity with emphasis on Pastoral Leadership, from

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8
Jun

Marci Hodge

  CONTACT ME

21
May

Drew Abramson

Drew is a proven Financial Educator with AFES (a 501(c)3 non-profit) educating retirees and those close to retirement in a series of weekly Classes normally held at the University of Texas- Dallas Campus. During the day he is a Wealth Manager and Lead Advisor with LA Capital Wealth Management a Lincoln Wealth Company. Drew believes that his relationships with his

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20
May

Scott R. Davis

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20
May

Martin Hearn

Martin Hearn is a financial planner specializing in retirement rollovers. He received his college education from the University of Mississippi. Since becoming a financial planner he has continued the education process by becoming a member of the International Association for Financial Planners in 1997. He attained the Registered Financial Consultant designation in 1998. He is licensed to sell insurance, mutual

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18
May

Chad Rose

Chad is a seasoned Investment Representative and Financial Planner, and Head of Investment Management at LA Capital Wealth Management a Lincoln Wealth Company. Chad is also head of Financial Education in DFW for MyFitFinancial, working under AFES (a 501(c)3 non-profit) educating retirees and those close to retirement in a series of weekly Classes normally held at the University of Texas-

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15
Apr

Jeff Frick

Jeff holds a business management degree from Minnesota School of Business and is Life and Health Insurance licensed in Minnesota and Illinois. He has been a Retirement Planning Strategist for many years and has over 30 years combined experience as a business account executive and personal procurement specialist. Jeff is a true “people person” who knows the importance of being

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14
Apr

Dexter I. Pierce

Dexter began his career in 1979 and has represented a number of national insurance and investment management firms. After 10 years of representing some of the industry’s leading companies, he began his private practice and in 1989 founded Cook, Pierce Financial Management. Over the past 40 years he has helped companies with their most important financial decisions regarding business continuation,

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26
Mar

Corbin Lindsey

CORBIN HAS A PASSION FOR HELPING OTHERS, AND RETIREMENT PLANNING IS A FULFILLMENT OF THIS PASSION. BY WORKING DILIGENTLY AND METHODICALLY WITH HIS CLIENTS, CORBIN DEVELOPS SOLUTIONS TO HELP HIS CLIENTS GAIN PEACE-OF MIND, KNOWING THEIR FINANCIAL FUTURE IS SUSTAINABLE. HE BELIEVES THAT GOALS ARE THE MOST IMPORTANT REQUIREMENT IN A RETIREE’S FINANCIAL PORTFOLIO AND HE WORKS DAILY TO FIND

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26
Mar

Jonica Rowland, DBA, MBA

Dr. Jonica Rowland has been assisting clients for 15 years with protecting their assets, planning for retirement lifestyle, and leaving a legacy. In fact, she helped some retirees and families to maintain their health and wealth during life crises. She uses her wealth of knowledge from her retirement research along with her years of experience to help her clients to

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18
Mar

Erick Arnett

Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country.

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18
Mar

Kenneth LaMantia

Ken LaMantia is the founding partner and Chief Financial Officer of NewSouth Financial Group. He brings to the table a wealth of knowledge and experience from his humble beginnings as a stock broker and investment banker on Wall Street to a Million Dollar Roundtable agent with New York Life. Ken has become very proficient in exit strategies for family owned

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9
Mar

Jeff McCarty

Prestige Financial Advisors is an elite provider of retirement, investment and insurance services to thousands of California families and businesses with roots beginning in 1996. Our founder, Jeff McCarty’s main philosophy is to provide complete solutions helping our clients in every aspect of their financial lives. We offer an entire spectrum of financial products and services, comprehensive and personalized to

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3
Mar

Ruth D Goldstein

Ruth Goldstein, Managing Partner of Mainstreet Financial Group LLC in Atlanta, is a 14-year veteran of the financial and insurance services industry. She offers Investment advisory services through Planners Alliance, LLC, a SEC registered investment adviser. She specializes in income and financial planning for individuals and small businesses. As a specialty, Ruth is a Federal Employee Benefits Consultant and a

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3
Mar

Joel Barjenbruch

Joel Barjenbruch CFP, RICP, CLU, CFEd is a comprehensive financial planner, owning and operating JS Financial, Inc. with offices in Lincoln & Omaha. Joel and his firm specialize in full scale retirement planning & risk management from a fiduciary perspective, serving the needs of individuals, business owners, and their families. Our mission is to preserve, protect and grow the wealth

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28
Feb

Michael Widlake

Michael Widlake is the president and owner of Commonwealth Guardians. His focus is helping New England residents and their families achieve their financial goals and live out their retirement dreams by working together to create successful financial strategies. Michael did not start out in the financial industry. He embraced music at an early age where he learned the clarinet and

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27
Feb

Tom Smith

Whatever generation you were born in, it’s a fact that we all will have to face uncertainty.  Uncertainty in our careers, the purchase or sale of real estate, taxes, rising health care costs, aging parent’s needs, and longer life expectancy. The world has changed a great deal as I grew up.  No longer do we graduate from college, get a good job

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27
Feb

Sue Ann Ma

Sue Ann Ma, MBA, CPA and CEP, has a wealth of knowledge and experience in banking, accounting, insurance and financial services fields. She has an amicable, pleasant, and friendly personality, willing to help any customers for their financial and business needs. Following is a brief list of here credentials and experiences. Experiences: Sue Ann Ma, CPA firm, Sole Owner Vice

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11
Feb

Oswaldo Bermudez

Oswaldo “Ozzie” Bermudez, principal owner, officially implemented Network Brokerage in 1995 as a sole proprietorship. The company later incorporated in March of 2000 after becoming more involved with the Small Business Administration and obtaining federal certification. Ozzie received his Bachelor’s degree from one of the country’s top-ranking Ivy League schools, Middlebury College, in Vermont. He earned a double major in

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7
Feb

Bryan McCloskey

Bryan McCloskey has been working for over a decade to help clients Build Wealth Strategically and Re-Write their approach to Retirement and Investing. He is an Investment Advisor, manages a Life Settlement Investment Fund, has his life insurance license in multiple states, has received a retirement coaching designation CASL® from the American College in Bryn Mawr, Pennsylvania, and is a

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7
Feb

Scott Dietrich

Scott Dietrich, IAR is the President of Asset Planning Strategies. Scott hosts the weekly “Legacy Planning” radio show addressing wealth management and preservation strategies. Scott is an Investment Advisor and President of Asset Planning Strategies. Scott graduated from George Mason University with a B.S. in Biology and has over 25 years of experience working as a Financial Advisor and Retirement

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6
Feb

Paul Orlino, CFP

Paul Orlino is a Senior Wealth Advisor at Summit Wealth Strategies where he implements client goals, using holistic financial planning. His focus is helping business owners, real estate developers/owners and High Net Worth individuals reduce their tax burden while growing and sustaining their wealth. Paul has worked with and for Big Banks, Hedge Funds, and Insurance companies to find his

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6
Feb

Shawn O’Keefe

Shawn has nearly 40 years’ experience in the financial services industry. He is the Managing Director and a Sr. Wealth Advisor who has held several Sr. Leadership positions with some of the largest financial companies in America. In January 2014, Shawn founded Summit Wealth Strategies, LLC an Independent financial firm with offices located in The Forum at Cherry Creek. ..

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6
Feb

Dan Blair

Daniel Blair is Sr. Partner/ Sr. Wealth Advisor at Summit Wealth Strategies, LLC, an Independent Financial Advisory and Planning firm in Denver. Daniel and the Summit Wealth Strategies team believe that financial planning is the foundation for providing independent and objective advice. Dan is dedicated to guiding his clients through the critical financial decisions that come up, as they prepare

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4
Feb

Adam Eisenberg CLTC®

Since 1996, Adam has worked with individuals, families and businesses regarding the complex issues of building, maintaining and transferring wealth. Beginning his career at Northwestern Mutual Life, Adam has helped individuals and entrepreneurs address contingencies of building wealth with guaranteed insurance anchored financial solutions. He understands the differences in temperament and goals and utilizes his financial acumen in a consultative

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31
Jan

Jeff Boyd

I have had a passion for personal financial planning since college and have been involved in the profession since moving to San Diego from Michigan in 1998. I have been the Endorsed Local Provider (ELP) & SmartVestor Pro for Investment Planning and Long-Term Care insurance for the Dave Ramsey Show in San Diego since 2004. I achieved my CFP® (Certified

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27
Jan

Edward Moore

Ed Moore, President of Mountain Financial Capital, assists families/businesses in recognizing what is of utmost importance to them, guides them to create intelligent financial solutions, and advocates for their families/businesses for generations to come. Ed started his career with two Fortune 100 companies; Morgan Stanley Dean Witter and New England Financial, specializing in investment risk management, business succession planning, estate

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24
Jan

Richard Beidl

In 2005, Richard Beidl founded Impact Partners, Inc. and changed the name to Matrix Private Wealth Solutions Corp. in 2012. Matrix Private Wealth Solutions offers a uniquely holistic approach to financial planning and investing; an approach that’s proven to be very effective for people who are serious about wanting to reach their financial goals. CONTACT ME

23
Jan

Ben Smith

Ben is a self-proclaimed nerd. It’s a gift and curse that he embraces, and he surrounds himself with the right people to balance out his quirks. His wife and daughter are the most important people to him. His faith and profession are also top passions and priorities. In his 19 years of investing and professional experience, he’s realized that people

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23
Jan

John LaCroix

I’m an established financial professional with more than 9 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At LaCroix Financial Group, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and

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8
Jan

Mitchel Krause

Our mission is to build a firm on the foundations of integrity, prudence, and transparency while emphasizing the importance of true risk management. The novel idea of voicing all sides of the investing story, educating investors allowing everyone we touch to make fully informed decisions. After nearly 23 years, splitting time between the institutional side as well as private wealth

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8
Jan

Christian Giannotti

Christian Giannotti has over 15 years of experience helping clients with all financial matters. He has his Masters in Business Administration and Information Systems from Benedictine University. Christian has appeared on multiple radio and television shows to discuss financial matters. You can listen to Christian every Monday through Friday morning on “Your Money – You Life” at 9:00am on WRLL

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7
Jan

Matthew Jehn

As a young entrepreneur and small business owner , priority. With that came a deeper understanding that being committed to a client’s success was also a commitment to his own growth and expertise – a philosophy Matt continues to embrace every day. Also instilled within Matt is the understanding that each client has unique needs – and that there is

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3
Jan

Matthew Crownover

Before joining Southport Capital as a portfolio adviser Matthew Crownover enjoyed much success on the baseball diamond. Crownover garnered much attention as a prep athlete being selected as a high school All-American and also being selected as a member of Team USA baseball team that won the gold medal. Crownover’s college years were spent at Clemson University where he graduated

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3
Jan

Joy Nunn

Joy Nunn is the owner and founder of AMT Lifetime Financial, LLC. Joy provides retirement planning strategies for clients who desire the freedom to choose the lifestyles they can comfortably afford to lead during their golden years. Based on clients’ actual financial situations, Joy analyzes current income and assets, projects future income streams and shows clients how to grow and

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24
Dec

John Lawrence

John Lawrence is president of JL Retirement based out of Harrisburg, Pa. The focus of his firm is retirement planning. John has over 20 years experience in the financial services industry. He enjoys educating and helping people address their retirement concerns, thereby reaching their long term goals. John understands the importance of no risk strategies for a secure retirement. Helping

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20
Dec

Jonathan Miles

As Director of Financial Planning at Southport Capital, Jonathan develops in depth plans to address the goals and concerns of high net worth individuals, their families, corporations, non-profit organizations and high-income Millennials.  He received a Bachelor’s degree in Chemistry from Eckerd College and has since transferred those quantitative skills to his financial planning methods. Jonathan has earned the Certified Financial

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19
Dec

Arthur Brown

Arthur “Artie” Brown is a seasoned Investment Advisor Representative who is known for his unparalleled dedication to adding value to his company and clients’ lives alike. For the last 25 years, he has had the opportunity to help hundreds of individuals with all their investment needs. Currently serving as Southport Capital’s Senior Portfolio Manager, he is in charge of tactical

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17
Dec

Jeffery Norris

Jeff is a native North Carolinian growing up on a farm just west of Wilmington, NC. Jeff has over 30 years of financial experience in both private and corporate financials. Jeff has been recognized as a leading resource for other financial advisors. As an Educator, Advisor, and National Speaker, Jeff travels across the Country teaching Retirement, Income and Estate Planning

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10
Dec

Raymond Leslie Hammock

Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy and later graduated from Mercer University in Macon, Georgia.  He began his career with Mass Mutual.  After a number of successful years, Leslie founded his own firm.  Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners and individuals

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10
Dec

Richard Staves

Richard Staves is an experienced tax and financial planner and is currently the Managing Member of Cherry Creek Wealth Management, Inc. Richard assists high net worth clients, retirement plans and business clients in the areas of retirement planning, tax and estate planning, wealth management, employee benefits, Social Security optimization, insurance and investment portfolio management. He has 30 years of experience

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4
Dec

Marc D. Hampton

BCollegePro founded in 2006, Worked in the Insurance,Financial Services for over 12 years. Certified College Advisor and college council, my passion is to help students get into the college of their dreams, for the right choices for the right fit, for the right reasons. CONTACT ME

4
Dec

Chuck Omphalius

A family man with deep roots in his community, Chuck enjoys playing soccer, traveling with his wife Kim and hanging with his dog, Rascal. He is a father of 3 and has 3 grandchildren. His professional career brings him a great deal of experience. Seven years in corporate America with ABC/Disney and CBS/Viacom executing advertising campaigns on Radio & Cable

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4
Dec

Joyce Palmer

As Managing Partner and Chief Executive Officer of JP Financial Group in Charlotte, North Carolina, Joyce Palmer has dedicated over two decades of her career to Helping Create Financial Legacies for Ladies. She is a staunch advocate for instilling financial confidence in women in a manner that is comfortable and compassionate to their unique needs. Joyce is well-versed in both

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22
Nov

Mark Stimpson

Mark Stimpson is President and Founder of Stimpson and Associates Inc. of Federal Way, WA. For over 30 years Mark’s mission has been the very committed and caring approach to financial education and retirement planning. Stimpson & Associates main focus is to assist both pre and post retirees with Social Security, tax mitigation, and many other retirement income solutions. Mark

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20
Nov

Deanna Orf

Deanna Orf is passionate about helping others, especially independent women, become intentional and excited about managing their financial future. After ten years as a self-proclaimed “Domestic CEO” to her seven children, Deanna began her career as a financial advisor in 2007, building a strong foundation of expertise in coaching and protecting her clients. During the recession, she actively worked with

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19
Nov

David Van Winkle

David Van Winkle utilizes his over 30 years of retirement industry experience to provide planning and guidance for those seeking safe and guaranteed solutions to secure their retirement lifestyles. Whether your retirement nest egg is $50,000 or $5 million I can help make sure it provides you the securest retirement plan possible. Like many retiring Americans, you are faced with

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14
Nov

Eric Sajdak

Eric specializes in retirement income planning for individuals in and near retirement. He is the author of two books, The College Funding Blueprint (2016) and Bull Goggles (2017). Eric has been featured on several publications like CNBC, Investopedia, and the Simple Dollar. Eric loves spending time in the outdoors doing anything active. He currently lives in Rhinelander, WI with his

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13
Nov

Anthony Licciardi

Anthony has over 10 years of financial services experience in income planning, as well as life and health Insurance. He is passionate about helping his clients identify the best opportunities for their income protection and financial planning needs. After attending Thomas College in Waterville, Maine, Anthony worked at Consolidated Life Producers in Nashua, New Hampshire.  He is now Vice President

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13
Nov

Anthony Hellenbrand

Tony Hellenbrand has been managing wealth for individuals and institutions since 2007. Tony appeared on CNBC’s Squawk on the Street in the financial crisis in the fall of 2008, and has authored 2 books about investing: Conversations that Count (2015) and Bull Goggles (2017). Tony and his wife Kristin live in De Pere, Wisconsin. They are both avid Badger and

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6
Nov

Hunter Unschuld

Mr. Unschuld has been involved in the financial services industry for 30 years. After receiving his JD from Emory University, he began his career with Pacific Mutual Life Insurance Company. After joining BLU Benefits Group in 1989, he earned the Certified Employee Benefit Specialist designation from Wharton School of Business. In 1995, he was named President of BLU, and remained

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5
Nov

Michael Bodanza

Michael A. Bodanza is a graduate of The Ohio State University, with a degree in finance and marketing. Michael has been in the financial services industry for more than twenty years.  Michael entered the financial services industry in 1989 working for a large insurance company where he received numerous awards and exceeded the company’s goals in sales and customer service.  Michael

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5
Nov

Lynne Powers

Lynne Powers is the founder of netWorthPartners which specializes in the protection, savings, and growth for area businesses and individuals in Northeastern Ohio.  Lynne has significant experience in training, financial analysis, and project management. Lynne has more than 20 years of experience as a performance strategist and teaching consultant.  She is a certified Project Management Professional and a Kent State University

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21
Oct

Cameron Bernadsky

With extensive industry knowledge mixed with years of experience in the corporate sector, Cameron brings a fresh teaching approach to the complicated subject of Retirement Planning.  His simple approach takes complicated topics and makes them easy to understand. Cameron earned a bachelor’s degree from Oral Roberts University and an MBA from Oklahoma State University.  Cameron’s experience as the COO (Chief

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15
Oct

Tom Ambrose

Tom Ambrose is President of Ambrose Wealth Management a fee-only Financial and Retirement planning firm whose practice is based in West Chester Pa with offices in Chester and Delaware County Pennsylvania. Tom has extensive experience over his 35 years in practice providing retirement, business, investment, and tax planning advice. He has advised and guided hundreds of Executives, Retirees and Business Owners through

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11
Oct

Brian O’Connor

Brian O’Connor is the President and Chief Investment Officer of Sterling Oak Advisors. He has held this role since the successful launch of Sterling Oak Asset Management, Sterling Oak Partners and Sterling Oak Advisors in 2007. Brian began his career in 1986 as an Investment Advisor for the Investment Banking firm Lehman Brothers in Boston.  In 1987 was named the

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9
Oct

Warren Wall

President of Wall and Company, Inc., Warren has over 25 years in the financial services industry. He is a Certified Financial Planner who is dedicated to creating wealth and financial security for his clients. Warren is also the co-author of three books on retirement planning and is a well-respected financial educator. He enjoys hiking, biking, skiing and exploring the great

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8
Oct

Carson Graves

Retirement Advisor Carson J. Graves is the President & CEO of the Retirement Education Center and graduated Cum Laude in finance from Texas Christian University in 2001. He has over 17 years as a certified financial professional and operates as a licensed Fiduciary. He is a qualifying member of the Million Dollar Round Table and has several financial credentials. Carson and the

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4
Oct

Thomas Diem

If not conducting a meeting, teaching a class or in flight to a speaking engagement, Tom can most likely be found in his offices in Fort Wayne, Indiana. Here you will often find him reading up on the latest tax law change, economic modeling technique, devouring the intricacies of an estate plan or skillfully determining the best strategy to create

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2
Oct

Phil Goldstein

Phil is an experienced, conscientious Financial Educator. With over 30 years’ experience in his field of work, Phil began focusing his efforts towards educating individuals on financial matters in the 1990’s and he has been a published author on financial matters in several National publications since then. Phil has educated and worked with thousands of families to show them how

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30
Sep

Brad Baker

Brad Baker is a certified instructor for Adult Financial Education Services (AFES), a nationwide not-for-profit organization serving northern California.  Brad is distinguished by his genuine approach, thoughtful planning and transparency. Brad is also a licensed fiduciary wealth advisor with Orchard Wealth Advisors under Compass Financial, LLC and a licensed Life and Health Insurance Agent, specializing in social security maximization, wealth

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26
Sep

Adam Bar

Adam Bar is a Business & Tech Entrepreneur, Amazon Best Selling Author, Founder & CEO of Raise The Bar (RTB) Financial Group in Beverly Hills. As an entrepreneur he is committed to bring value, opportunities, transparency and innovation to individuals, families and business owners. As Founder of RTB Financial Group he is mentoring a team, providing resources to independent advisers

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11
Sep

Franz Wallace

Franz begun his practice in Insurance and financial services in 1979. Franz past experience in the financial services industry led him to become man of the year for 4 consecutive years with one of his carriers. Clients walk away knowing that they truly learned something about planning for thier future with out any market risk because he simplifies these topics

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10
Sep

Allison Brown

Allison J. Brown is a Certified Public Accountant and has a Master’s in Business Administration from the University of Chicago.   Allison is the owner of TPC Wealth Management LLC.   TPC Wealth Management specializes in estate and retirement planning, and as such helps transition a client from wealth accumulation to wealth preservation and income planning during retirement. As a CPA, Allison

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5
Sep

Stewart S. Smith

Stewart S. Smith, LUTCF, RICP started his financial services career in 2002.  He is a Carolina native, and after attending Midlands Technical College for Computer Technology, he served honorably in the United States Navy.  He has attained the Retirement Income Certified Professional designation from the American College of Financial Services as well as the Life Underwriting Training Council Fellow designation. After

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5
Sep

Robert S. Olsen

The Robert Olsen Wealth Group is a unique firm of financial professionals based in the St. Louis Metro Area.  Although we have a solid foundation in the Midwest, a large and growing percentage of our clients live and work all across the United States, from Florida to California, from Texas to Minnesota and many states in between. Founded in 1990,

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4
Sep

Robert L. Bute

Mr. Bute has been helping investors protect their assets and invest wisely for over 20 years.  His practice focuses on helping retirees and those preparing to retire protect their principal and develop retirement   strategies that has the potential to last a lifetime. Mr. Bute is a three-time recipient of the “Five Star Wealth Manager” designation (2013, 2014, 2015) and he

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3
Sep

Rajbir S Sandhu

I graduated from Sacramento State University and have lived in the Sacramento area for over twenty-one years. I obtained my licenses in California and Texas. I have worked in the Tax industry for over four years and have gained valuable experience that comes in handy in understanding the tax burden people face at retirement. This additional tax knowledge allows us

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29
Aug

Gregory Putbrese

I have been in the Insurance business since 2005, initially helping people turning 65 understand their Medicare coverage option. In 2012 I expanded my services to include counseling seniors as to best time to begin receiving their Social Security benefits for their retirement plans. CONTACT ME

28
Aug

Jesse Andrews

Jesse Andrews believes that the wealth planning industry is falling short in providing clients practical information and support to reach their objectives. Many wealth planners follow a formulaic approach and are not committed to learning about the indivdual needs of their clients. Jesse seeks to fill this gap with Wisepath Financial Group. Jesse has worked in the financial services industry

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28
Aug

Joseph E. Roseman Jr

For 25 years, Joseph E. Roseman, Jr., has developed easy-to-understand educational materials to assist hard-working Americans to grow and preserve their wealth. Joe hosts Social Security Workshops, Required Minimum Distribution seminars, and other retirement, educational events at local libraries and colleges. Every client has different circumstances, experiences, and assets. To be a true advisor to his clients, Joe customizes every

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26
Aug

Michael Fry

As a financial advisor since 1987, Michael Fry can help. Michael is principal of Steward Financial Services, a planning firm personally advising families, individuals and businesses to achieve wise stewardship of their money and investments. Michael specializes in showing clients that financial planning is about more than just the rate of return you earn on investments. He helps you clearly

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23
Aug

Hilary Zaragoza

I am a long-time resident of Palm Harbor having transplanted here some 30 plus years ago from my home town Chicago, Illinois. My business has grown on one simple principle, satisfy my client’s needs. My method is designed to help clients assess and understand their individual circumstances. Clients welcome my straight forward approach and find my qualifications extremely valuable before

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16
Aug

Joseph I. McCabe III

Joseph I. McCabe III, CPA®, CFP® Joseph I. McCabe has been serving the complex tax, estate and investment needs of high net worth individuals for over 20 years. As a Certified Public Accountant (CPA®) and Certified Financial Planner (CFP®), he has worked for accounting firms including KPMG and Arthur Andersen to serve high net worth individuals and families. His certifications

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14
Aug

Cody Kirk

Cody is a CERTIFIED FINANCIAL PLANNER™ Professional. He has developed a well-grounded process that will allow him to serve his clients on a broad range of financial planning topics. CFP® Professionals,such as Cody, must master nearly 100 integrated financial planning topics including investment, retirement, estate, tax, and insurance planning along with overall personal financial management. Cody was born and raised on a horse ranch just outside of Missoula, Montana. He is

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12
Aug

Benjamin C. Olson

Ben Olson began his career in the financial industry in 2002. With the heart of a teacher and educator, he has guided and advised families through some of the most complex and important financial decisions of their lives. Ben is a licensed fiduciary wealth advisor with Guardian Wealth Strategies, a leading independent financial planning firm in Minneapolis, MN. Ben and

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8
Aug

Paul Ferraresi

PAUL E. FERRARESI is a Financial Planner who has captured the human side of financial planning. For over forty-five years, he has assisted individuals and corporations in all aspects of their finances. Paul is a frequent guest on Radio and TV programs on finance.  He is a keynote speaker at many national conventions including the Administrative Professional Conference.  Constantly in

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1
Aug

Blair Erwin

Blair was born and raised in Greenville, SC.  He married his high school sweetheart and together they have two kids, a daughter (25), a son (14) and a one-year old grandson. He started his career in business as a restaurant owner in downtown Greenville and then a coffee shop near Greenville Tech’s University Center.  Transitioning out of the restaurant business,

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29
Jul

Nicholas Bunio

Nick Bunio is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Nick is also an associate advisor of Cardinal Wealth Group. Nick provides retirement advice, investment, and financial planning services to individuals, families, and small business owners throughout the Pennsylvania, Delaware, and New Jersey region. While Nick isn’t working, you can find him on

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24
Jul

Gaetan Policard

Gaetan R. Policard BA, MLO, Investment Advisor Representative Vice President Retirement Planning – Investments – Medicare – Mortgage Loans – Business Planning Gaetan R. Policard started his journey in the United States in 2001 where he attended and earned a Business Administration degree at Bryant University located in Smithfield, RI.  After graduating Gaetan moved to Florida and continued to grow

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24
Jul

Donald Shelton

Donald A. Shelton, CLTC, CSA President & CEO Having been raised in a military family, Donald was exposed to many different cultures at a young age. With instilled values, Donald continuously challenges himself to create new experiences, learn more, and work on personal obstacles. Donald graduated from Norwich University where he obtained bachelor’s degrees in accounting and business management. As

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24
Jul

Ronald A Bartlett

Ronald A. Bartlett & Associates, LTD Ronald A. Bartlett & Associates, LTD. are Registered Investment Advisors and has been working with the Communication Workers of America since 2007. We currently do business in District 1, 3, 4, 6 and will be expanding to other Districts. We have given financial planning where we indicated that we were going into the worst recession in

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23
Jul

Deb Brundage

Deb Brundage is creative Wealth Preservation Consultant, Certified College Advisor, and a Certified Identity Theft Risk Management Specialists providing strategies for clients by accurately accessing each person’s present and future financial needs, objectives and requirements.  She has been in the industry for 18 years.  Deb expertly creates customized financial strategies to meet client needs in the most tax advantage way. 

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17
Jul

William Midler

WILLIAM MIDLER, PRESIDENT For over 39 years, Bill Midler has been providing his clients with valuable financial products and solutions. As one of the premier financial professionals in today’s retirement income market, he specializes in tax advantaged and wealth transfer strategies that meet the needs of his clients in various stages of retirement. For nearly four decades, Bill Midler has

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15
Jul

Benjamin Blakely

Founder of AsKMrBen Insurance & Financial Services, we have assisted clients in the areas of wealth preservation and estate planning, financial risk and tax reduction, asset protection, College Planning, guaranteed retirement income and health protection.  We feel that your questions help us to better understand you and your objectives, “So” “JUST ASK” CONTACT ME

12
Jul

Scott Lane

With over 29 years in the financial services industry and money management experience, Scott Lane, Managing Partner of Lane Financial Strategies LLC, brings knowledge and understanding to the practice in an effort to help baby boomers and retirees achieve their financial goals and of objective through financial planning, income planning, and wealth management strategies. Scott believes that the nucleus of

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11
Jul

Ed B. Castillo

Ed Castillo has been in the Financial Services Industry for 20 years, since 1999. He graduated from California State University, at Fullerton with a double major in Finance and Entrepreneurship. As a retirement planner, Ed’s primary objective is to help individuals and families reach their retirement goals. Not only is Ed a seasoned veteran in retirement planning, he is also

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11
Jul

Ken Prevett

I have been working in the financial sector for many years as a Financial Adviser and Insurance Consultant for individuals, Broker-Dealer firms and various other corporations. I understand the Global Financial Markets and have a seasoned knowledge of the diverse investment opportunities through multiple insurance and financial structures that also include the proper use of the currency markets to assist

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8
Jul

Bryon K. Spicer

As the Founder of Seniors Financial Services and Spicer Wealth Management, Bryon K. Spicer has dedicated over four decades of his life to educating and assisting retirees and pre-retirees with Protecting and Preserving “Peace of Mind”  An advocate for comprehensive financial and retirement planning, Bryon’s planning goal is that all components of a client’s financial affaires work in collaboration to

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2
Jul

Richard Ngin

RICHARD S. NGIN. RFC. CEP I had been in financial service since 1997.  My passion is to help people make their dream come true and live the  life that they can imagine. As a financial professional, I always act in the best interest of my client.  My focus is to help pre-retiree and retiree to not run out of money

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25
Jun

Brian Schmitz

Brian Schmitz has been in the financial planning and investment management business since 1995 when after graduation from Taylor University he was recruited by Merrill Lynch. While at Merrill Lynch, Brian and a senior advisor managed $480 million in client assets and routinely ranked in the Top 10 of all Merrill Lynch advisory groups out of nearly 20,000 advisors. Brian

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25
Jun

Stewart Fields

As Managing Partner of OpenAir Advisers, Stewart is responsible for the execution of the company’s mission, vision and financial success. He is also charged with developing, communicating, and executing the client’s financial plan while maintaining full transparency. Stewart brings to OpenAir Advisers executive-level leadership, with a deep understanding of all aspects of the business as well as a clear vision.

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24
Jun

Calvin Rutledge

Cal Rutledge is an independent Investment Advisory Representative serving Florida, Missouri, New Hampshire and surrounding communities while providing financial planning and third-party asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building

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24
Jun

Joseph DeMeo

Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning, located in Roseville, CA. Starting his firm in the 90’s, Joe saw the incredible bull market at the beginning of his career. He witnessed the dot-com bust devastate so many planned hopes and dreams and was in the front row a few years later when the credit

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17
Jun

Peter D Murphy

Educator, Planner and Advisor Peter works intimately with clients to develop plans and programs that satisfy important life needs. His qualifications include: CERTIFIEDFINANCIALPLANNERTM National Social Security Advisor Certificate Holder A Registered Investment Advisor Representative with Financial Partners. Financial Industry Regulatory Authority (FINRA) Series 6, 63, and 65 registrations with Financial Partners. Life, Health & Long-Term Care Insurance Licensed in New

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12
Jun

Ken Catledge

After spending 21 years in the Marine Corps defending his country, Ken Catledge embarked upon his career in the financial services industry, graduating with his first designation as a Fraternal Insurance Counselor Fellow (FICF) in 2005. He quickly discovered that working as a financial advisor tapped into the core values that he had dedicated his life to: integrity, trust, and

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11
Jun

Joshua Kehm

Joshua is a college graduate of the W. P. Carey School of Business at Arizona State University. He graduated with a Bachelor of Science in Finance, Minor in Economics and a Certificate in International Business. He graduated Summa Cum Laude with a 4.0GPA. While attending ASU he was a teaching assistant for the Finance Department and for the Political Science

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31
May

Greg Ferguson ChFC®, CFP®

Greg M. Ferguson has spent 40 years as a financial advisor working to empower his clients to make smarter financial decisions that translate into greater peace-of-mind. As a CERTIFIED FINANCIAL PLANNER™, Greg combines extensive knowledge and a strict Code of Ethics in his practice. He caters to helping pre and post retirees understand, choose and execute strategies to generate sustainable

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28
May

Joel Rieck

Joel Rieck is the president of Northland Financial LLC, who specializes in retirement income planning, asset management, life and health insurance, commercial insurance, and employee benefits. With backgrounds in banking, financial advisory, and operating small businesses, Joel has expertise and vast knowledge on a diverse range of subjects including finance, accounting, investing, taxes, and risk management. Before launching into financial

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23
May

Stephen Dribusch

Stephen Dribusch has been in Financial Services for 20 years. Most recently in the Retirement and Investment arena the last 6 years for a large Regional Bank. I am passionate about helping families put together a unique and understandable strategy to reach their goals. Whether it’s to keep more of what you make, to help save for retirement, plan a

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20
May

Daniel Dolcini

Dan Dolcini has over 30 years’ experience in financial services. Prior to starting Dolcini Capital Management LLC (DCM) in 1991, he began his career in New York having worked at both boutique and large brokerage/investment banking firms.  His goal in starting DCM was to remove the constraints that most firms place upon clients by limiting their access to investment strategies and instruments. As a Registered Investment

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16
May

Ryan Berkowitz

Ryan is a third generation Palm Springs native. After graduating high school, he moved to Los Angeles and worked full time in hospitality while attending college. This was a tremendous experience as he was able to work for multiple celebrity chefs as well as participate in earning a Michelin Star for a restaurant. Once he graduated from UCLA, Ryan began

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15
May

Lisa Wishoun

Lisa Wishoun- Day, founder and CEO of Field of Vision LLC Financial Services.  Lisa has been helping people, like you, plan for their retirement for over 11 years.  As an insurance professional, Lisa has a passion for protecting the hard earned assets of her clients and helping them to reach their retirement income planning goals with greater certainty and peace-of-mind

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13
May

George Tyo

After working his way through the USC Graduate School of Business, George began his financial career as a commercial banker and then moved into corporate finance as the Investor Relations Director for a Fortune 1000 company. In this capacity, he managed the company’s communications with Wall Street and met with security analysts and shareholder representatives on a regular basis. As

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10
May

Robert Bailey

Robert Bailey is a Retirement and Estate Planning Specialist who has been providing financial solutions to Southern California residents for the last 24 years.  He has successfully helped individuals and business owners safely accumulate retirement assets, increase their retirement income, and protect their estates from being depleted.  As a business owner himself, he is uniquely focused on creating and implementing

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9
May

Andrew Polish, CLU®

After graduating from BYU-Idaho with a bachelor’s in business, Andrew (Drew as he prefers) entered the financial industry in early 2010 as a full-time agent with Northwestern Mutual. Continuing education was important to him and so he earned his Chartered Life Underwriter® (CLU®) from the American College. Drew’s focus is on holistic planning and asking all the “if” questions. He

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7
May

Tom A. Tyo, NSSA®

Tom A. Tyo, MBA is the Managing Director of Strategic Path Financial Group, LLC. His passion for retirement planning grew organically while working as an Insurance Agent. After years of answering questions and hearing the bad advice/confusion surrounding retirement income, Tom made it his mission to change the status-quo. Strategic Path Financial Group was formed with his father George to

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3
May

Kimberly Barmann

I am one of six siblings born and raised on a family owned and operated ranch in northeast New Mexico. Though rooted in my family’s ranching heritage, I am also an out-of-the box thinker. Realizing the importance of business, financial and long-range planning skills/knowledge for both my family and other multi-generational ranches and farms. Those interests took me to Albuquerque

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1
May

Houston R. Harrison

Capital Resource Group, LLC was founded by Houston Harrison, who for more than 25 years has ensured that his clients’ individual roads to financial independence are clear and that the personal goals of those clients are met. Capital Resource Group (CRG) has developed and refined the proprietary DASH FORMula, allowing Houston to take all the pieces of a client’s individual

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22
Apr

Wayne Fuller

Wayne has called North Florida home for over 50 years where he has been a successful business owner and financial coach as well as a certified instructor for Adult Financial Education Services. He is a license professional in the insurance industry for over 21 years providing families and business owners with strategies and solutions to meet their individual financial needs. 

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11
Apr

James P. Ball

James P. Ball, CFP, ChFC, CLU has spent over twenty-five years in the financial services industry as an educator and advisor. He also enjoys serving on the board of several non-profit organizations benefiting the local community In his role as a financial advisor, James emphasizes safe money and distribution planning when working with retirees or those close to retirement to

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4
Apr

Jessica Waterhouse

With over 15 years in the insurance industry, Jessica understands that compassionate and ethical client service is a priority. As an instructor for AFES, she enjoys educating individuals and their families on the importance of designing a diverse, conservative financial plan based on their individual needs and wants. An advocate of financial literacy at all ages, Jessica feels the AFES

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1
Apr

Calinda Young

A former teacher of 27 years, Calinda is committed to educating individuals on the power of planning for their future. She is excited to be part of the team as a Lifestyle and Legacy Planner at WealthCare Investments & Insurance in Louisville, KY. A Cancer survivor, it is her passion to share opportunities for protecting family assets and living life

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1
Apr

Barry D. Bayles

He is credentialled as a fiduciary to assist individuals with annuities, life and health insurance as well as being an Investment Advisor Representative for Horter Financial Management, LLC through whom he has access to tactical money managers who emphasize low volatility and low risk portfolios. Barry currently operates a successful tax business he established 15 years ago. Barry Bayles has

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28
Mar

Bruce Goldstein

Bruce H. Goldstein is a Registered Investment Advisor Representative with Southport Capital. He works closely with individual and business clients to understand their financial condition and objectives for the purpose of recommending investments to achieve their financial goals and to help clients distribute funds in an efficient manner. He is compassionate and detail oriented with deep knowledge of the debt

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28
Mar

Steve LeBaron

Steve is a native Californian having grown up in Orange County, California. In 2001, he moved his family to Murrieta and his Financial Firm to Temecula, California where he currently maintains his office. He has been providing sound financial advice since 1981. He began his financial career with Mass Mutual and Minnesota Mutual as a representative providing Estate and Insurance

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27
Mar

Annetta Carter

Annetta began her career in the Insurance industry in 1990. She spent the first 10 years of her career with Metropolitan Life Insurance Company providing her community with A+ insurance products. She furthered her knowledge and expertise by joining MetLife Securities as a Licensed Securities Agent. The next 10 years Annetta worked with Prudential and Pruco Securities, as she continued

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26
Mar

Lori Mersing

Lori A. Mersing is a Licensed Funeral Director and a Licensed Insurance Agent in West Virginia, Pennsylvania and Maryland. She has a degree in Emergency Medicine from Fairmont State University and in Mortuary Science and Business at the Pittsburgh Institute of Mortuary Science. Lori is the owner of Heirloom Aftercare Solutions and Mersing Agency specializing in Burial Trust and Medicare

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25
Mar

Claire Gahagan

Claire believes in educating her clients and assisting them in making choices based on their unique situation. She enjoys working with individuals and businesses in addressing their retirement concerns and reaching their long-term goals. Claire is a partner in Gahagan and Harkins, LLC. CONTACT ME

22
Mar

Dacia Grimes

Dacia is a registered representative at Wealthcare Investments and Insurance based in Prospect, KY. She holds a bachelor’s degree in Accounting from University of Louisville, has over 5 years of accounting experience, and holds her CPA license. She serves on the board of Bloom Elementary PTA and an aspiring local chapter of Women in Insurance and Financial Services (WIFS). Dacia

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21
Mar

John Woods

John J. Woods is the father to four boys and husband to Janelle Blaylock Woods. John attended Tennessee Tech where he was a member of the football team. He is in his 30th year in Financial Consulting and the last twenty six years as Executive Director at Oppenheimer and Company. Prior to that, John was Vice President at Lehman Brothers.

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14
Mar

Kyle Hart

Kyle Hart graduated from York College of Pennsylvania in 2017 with a degree in Business Administration and Finance. He has over two years of industry experience and has since served as a full-time advisor since May 2017. CONTACT ME

14
Mar

Paul Hart

Hart Financial Services, Inc. was founded by Paul Hart, a Certified Financial Planner, in 2002 after having more than eight years of industry experience with Metlife Financial Services. Hart Financial Services, Inc. has since served south central Pennsylvania with comprehensive financial planning for more than 15 years. Through our planning process, our clients obtain their maximum wealth potential while minimizing

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11
Mar

Connie Jones

I have been in the financial industry for over 20 years. My approach is to educate my clients in the most complete way possible. I explain the pros and cons of any given Insurance Product and then let you make the decision. The areas I am well educated in are wealth preservation, financial risk and tax reduction, asset protection, and

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8
Mar

Michael Saltiel

Michael A. Saltiel is a Wealth Manager, Financial Advisor, and founder of Saltiel Wealth Management. Michael’s expertise is in financial planning and investment management. The following are related credentials and licenses listed below. B.S. Finance – University of Delaware Completion of Financial Planning Certificate Program – Bryant University Master Registered Financial Consultant (MRFC) – International Association of Registered Financial Consultants Accredited Wealth Management AdvisorSM (AWMA®) – The College for Financial

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5
Mar

Chris Cooper

Chris Cooper received his insurance producers’ license in March of 1990 and soon started working with the Metropolitan Life Insurance Company.  At MetLife in 1992 and 1993 he was awarded citations in personal estate and retirement planning.  He moved on to the award-winning agency K&B Financial Inc. in April 1997 and for the past 22 years has been assisting the

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20
Feb

Joseph Brennan

Born and raised in Boston, Joe brings with him over 15 years of work experience in various careers where employer sponsored Pension Plans; Life, Accident & Health insurance and 403(b), 401(k), and 457 deferred comp plans are the primary factors for employment satisfaction and longevity. Joe has been affiliated with many Union Trades throughout his career including Local 537 Pipefitters

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19
Feb

Dave Reynik

Dave Reynik, 30 year veteran to the financial services industry, Retirement Income Planner and President of The Wealth Solutions Group, Inc., can be described as someone who’s passionate about what he does. Dave’s mission has been to leave no stone unturned when it comes to informing both present and future retirees about longevity risk, future health care expenses not paid

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13
Feb

Mahesh Nathwani

Mahesh’s financial education includes an ivy league MBA and a degree in Economics/Statistics along with Insurance & Series 65 certifications. After spending 30 years working in international business and finance, he transitioned to the financial services industry in 2011. Mahesh credits his career working in various global financial markets for giving him a depth of understanding of many financial products

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13
Feb

Amy M. Sheesley

As co-founder of Saltiel Wealth Management Amy M. Sheesley is focused on fulfilling our mission to inspire intelligent tweaks to cause, freedom, confidence and prosperity for You! Making a positive impact in the quality of the lives of the people she serves is WHY Amy helps people make wise choices with their money. Over the last 15 years Amy has

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5
Feb

Keith J Ponthieux

Objective Helping families and individuals create wealth, lower taxes, preserve assets, transition from comprehensive employer-sponsored health care to Medicare, eliminate debt efficiently, avoid probate and create a secure retirement. Qualifications Keith started his career in 1987 with the legendary entrepreneur, A.L. Williams, who turned the life insurance industry upside down. Keith became fascinated with Williams and his common sense teachings

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29
Jan

Joshua Betancourt

Joshua has over 18 years of experience working with business owners, families and individuals to lower their State and Federal Taxes via unique structures so they can accumulate and keep more of their wealth including maximizing Social Security. Joshua has logged thousands of hours of training on State and Federal Taxes and Tax minimization, Pension plans & Profit Sharing Plan

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25
Jan

Dennis Szymanski

I have been in the financial services profession since 2002 and started my own independent financial services business FirstFruits Asset Management in 2007. My business has been built by partnering with my clients to create a personalized financial plan and then review and revise the plan as situations and/or goals change over time. My attention to detail, good listening skills,

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17
Jan

Marc Cook

Marc A. Cook, President of Cook Financial Group LLC. is a well-known financial educator in the Greater Baton Rouge and New Orleans La area. He is also the author of “Financial Security for Mature Americans” and has been honored with top awards in the asset protection planning industry. His expertise is helping families avoid common, costly financial mistakes. Marc has

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11
Jan

Kerry Bouchard

Kerry Bouchard is an Investment Advisor Representative with Horter Investment Management LLC. and brings close to 30 years of experience in Investment Planning to the classroom. Kerry has worked in the Senior Market offering all of the planning “tools” including Retirement Income, Social Security, Long Term Care, and Medicare, as well as Investment Planning. Our motto is “Better Planning is

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10
Jan

Mario Robinson

Mario has a passion for helping others, and retirement planning is a fulfillment of this passion. By working diligently and methodically with his clients, Mario develops solutions to help his clients gain peace-of-mind, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio and he excels at finding solutions to

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9
Jan

Michael Papa

Mike Papa is a Chartered Retirement Planning Counselor (CRPC®) and Wealth Advisor with Spire Investment Partners in Colorado Springs, Colorado. Mike brings over 27 years of focused experience in building financial plans, investing and estate planning to his successful clientele. He also assists small and medium sized business design and manage their company retirement plans. Today’s financial world is full

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3
Jan

Ricky Lee

Ricky Lee is the President and Founder of Crystal Financial LLC of Federal Way, WA “Since 1989 I have enjoyed assisting families from all walks of life plan for their financial future. During these 22 years I have met and worked with people who are different in many ways. But all have ONE thing in common: Like you, they want

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29
Nov

Thomas Rogers

Over the 20+ years as a financial planner, Tom Rogers has led thousands of people toward optimizing their financial lifestyle. There is more financial information available today than ever before, and Tom has seen this information wrongly applied too many times, causing devastating effects. This fuels his passion for helping and educating pre and post retirees on how to properly

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15
Nov

Brad Ewerth

Brad Ewerth, C.P.A., CERTIFIED FINANCIAL PLANNER™ is the President and Founder of Ewerth & Associates, C.P.A., P.C. and P23 Financial, Inc. in Lincoln, NE. Mr. Ewerth has been helping families in numerous states for over 30 years with tax and retirement planning. Recently Mr. Ewerth has completed training as a Certified Tax Coach, concentrating on develop tax reduction strategies for

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7
Nov

Todd Krantz

As an independent advisor, my practice is focused on comprehensive financial planning with an emphasis on protecting assets from downside risks. My clients include retirees, baby boomers and business owners. I specialize in helping protect the “conservative” portion of your assets — that portion that you simply cannot afford to lose. I offer a number of options, including guaranteed annuities,

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6
Nov

Ronald Chakler

Mr. Chakler has over 30 years of experience in the securities industry with both NYSE firms and independent broker dealers. He has served as a General Securities Principal since 1992, and held this position with Multi-Financial Securities, Pinnacle Asset Management, and American Portfolios. After graduating from Temple University in 1975, Mr. Chakler taught for the Philadelphia School District before receiving

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31
Oct

Randi Taxin

Randi Taxin is the founder of United Retirement Advisor Group and a leading expert in helping women and families create spectacular retirements. She has worked with high net worth individuals from companies such as Merck, Boeing and Johnson & Johnson to create their ideal retirement plans.With a designation from the National Social Security Association, Randi frequently speaks on topics such

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16
Oct

Dawn Harkins

With more than 15+ years specializing in the insurance industry, Dawn continues to focus on the individual needs of her clients. She enjoys educating and helping individuals/families address their retirement concerns and reach their long-term goals. Dawn understands the importance of safe money strategies and insurance for all stages of life needs. Helping families protect and stay in their own

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9
Oct

James Browning

J. Brent Browning is a Financial Advisor with over 35 years of experience, providing passionate sound financial advice and services. He graduated from Eastern Illinois University with a degree in accounting and is known for his financial planning skills, steadfast integrity, and unwavering dedication to his clients. Brent maintains a residence with his wife Donna in Sheboygan, WI and are

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4
Oct

William Spar

Bill Graduated from the University of Phoenix with his Bachelor of Science Degree in both Management and Business. He then went on to graduate from the University of Redlands in Southern California where he completed his Master of Arts degree, also in Management and Business. After a long stint in the family’s real estate business, Bill decided to go into

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4
Oct

Jason Jodway

With over 20 years of experience in the financial industry, I help clients create comprehensive financial strategies which lead to financial independence. My clients include individuals, families and small businesses. They value my ability to meet their specific needs through the use of a wide range of financial products and services. They also appreciate that I’m open, straightforward, easy to

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27
Sep

Matthew Pilz

My mission is to provide families and business owners with the means to reach their financial goals. I have the skills, knowledge and desire to help my dients build their own financial freedom. My personal goal is to help each and every person reach their goals and become their life long advisor. CONTACT ME

25
Sep

Carlos Cortez Jr.

Carlos Cortez Jr. specializes in retirement planning that helps foster safe strategies to facilitate wealth preservation, insurance, income and investment planning. Carlos Cortez Jr. graduated from Southeastern University with a Bachelor of Business Administration and currently holds a General Securities Representative (Series 7) Registration with TCM Securities Inc., Investment Advisor Representative (Series 66) License, and a Uniform Securities Agent State

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19
Sep

Steven Wise

Steven V. Wise MBA, IAR, Certified Financial Fiduciary (CFF) For over 23 years now the footprint of Steven Wise and later Beacon Associates has been huge in the Northwest Ohio area. Initially founded on healthcare for small business owners and the self-employed a book of over 4000 clients and families was generated. Later financial and benefit planning for Veterans and

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19
Sep

James C Billingsley

James is a financial advisor representative for Billingsley Financial Group in Oklahoma City, and Edmond, OK. In that role, he offers guidance to individuals and small businesses about making the most appropriate use of investments and insurance products to achieve their financial goals. He particularly works with CPA’s, attorneys and community-based banks to provide a broader scope of services to

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11
Sep

John Link

John Link has been in the financial services industry for over 26 years and is committed to maintaining the highest standards of ethics and professionalism in his relationship with his client. As an Independent Fiduciary he is committed to keeping his clients first by acting with integrity in every decision made on their behalf. John endeavors to know and understand

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6
Sep

Dave Schmitz

David Schmitz has assisted clients in protecting their assets since 1982. David is dedicated to providing exceptional customer services and strives to use his knowledge and experience to help clients meet their financial objectives. After a number of years in insurance, David decided to broaden his horizons by passing his Series 65 exam and becoming an investment adviser representative with

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5
Sep

James Lamont

Jim Lamont, ChFC®, CLU®, is the owner of Lamont Financial Services, a San Francisco Bay Area wealth management firm focusing on risk management, tax-advantaged strategies, and full-service retirement planning. Lamont Financial Services also specializes in alternative investments and 1031 Exchange. With over 30 years of experience, Jim is a respected public speaker and educator recognized for the depth and subtlety

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4
Sep

Maximo Centeno Jr.

With over 15 years of experience in the financial industry, I help clients create tailored financial strategies that help them reach financial independence. My clients include individuals, families and small businesses. They value my ability to meet their specific needs utilizing a vast array of financial products and services. They appreciate that I am open, ethical and act with the

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30
Aug

Con Reha

Con Reha is a Registered Financial Consultant and the President of Liberty Advisers Inc. Con enjoys working with people and applying his financial planning experience gained over 50 years of experience. Con’s background includes a Bachelor of Arts in Management from the University of Phoenix. He is also a graduate of the Personal Financial Planning Program and holds a certificate

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29
Aug

Anthony Henderson

Zone Financial is owned by Anthony Henderson and serves the greater San Francisco Bay Area. With 12+ years in the financial industry; we specialize in providing income strategies that are safe; secure; and unique to your individual financial needs and goals in retirement. Here at Zone Financial, we understand that each one of our clients has a unique financial thumbprint

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23
Aug

Albert Cohen

I have been in the Insurance business for almost a decade. I am honest and hardworking and have a unique no pressure sales approach. My approach is to educate my clients in the most complete way possible. I explain the pros and cons of any given Insurance Product and then let you make the decision. I will give you my

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22
Aug

Giorgio Saraceno

    SUMMARY Results oriented sales agent with 15  years’ experience in insurance services Skills include: ·         Career in banking and financial services; adept at cultivating long-term clients ·         Relationship building, Sales Presentation ·         Dedicated sales agent with objectives to secure client satisfaction ·         Strong interpersonal skills ·         Specializes in plan design to meet individual needs ·         Experience in group

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6
Aug

Mike Elliott

Mike has lived in North Little Rock, Arkansas for over 35 years. Mike has been in the asset protection business for 20 years. His main goal is to educate his clients on asset protection through safe money solutions. As an independent he works for his clients finding the best solutions to fit their current and future needs.     CONTACT

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6
Aug

Frank Higgins

Frank Higgins and Bridget Riley are Fiduciary Investment Advisor Representatives and are both leaders in the retirement planning arena. With a combined 40 years experience, they bring a well rounded expertise. Frank is a national speaker and is the co-author of the national best-selling book, “Secure Your Retirement Dreams with Safer Money”. Bridget has extensive experience with qualified pension plans,

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2
Aug

Rich Hays

Co-founder of Alpha Financial Services, Rich Hays is an industry expert with over 20 years of successful experience serving the financial needs of his clients in Montana and throughout the U.S. Rich’s background and training allow him to assist clients with their long-term financial goals utilizing comprehensive and individualized financial and retirement planning. His specialty focus is Thrift Savings Plans,

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1
Aug

Scott Braddock

Scott Braddock is owner and CEO of Scott Braddock Financial. For over 16 years, he has assisted his clients in the areas of wealth preservation, estate planning, social security planning, federal benefits, financial risk and tax reduction, asset protection, and guaranteed retirement income. Scott’s experience includes much more than just years spent in the industry. It’s the culmination of knowledge,

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31
Jul

Linda Jensen

Linda Jensen is the principal and owner of Asset Care & Preservation Services with offices in Olympia, WA. Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials of a financial planner and has been in practice as an investment and insurance professional since that time. Linda started her own company

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20
Jul

Bernard J. Rolfes, III

With over 30 years of experience, in designing lifetime income and wealth transfer strategies, Ben brings strategies to his clients that use the safest vehicles available today to legally reduce tax liabilities. In fact, Ben has trained with one of the nation’s most exclusive groups of financial advisors – Ed Slott’s Elite IRA Advisor Group™. “I speak to more than

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10
Jul

Larry Stein

With over a decade of experience, Larry learned long ago that there are no cookie cutter solutions. He believes everyone is unique and works to design personal, customized pension plans for each and every client he works with. Above all else, Larry is an educator. As a former college instructor in both business and finance, he approaches his clients in

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10
Jul

Howard Myers

Howard Steven Myers (“Steve”) is a financial professional who has been in the financial services industry for over 32 years. He is a Series 65 Registered Investment Advisor, Series 7 Representative, and licensed with several insurance companies. Myers has completed all five sections required for the Certified Financial Planner (CFP) designation. He graduated with a Bachelor of Science Degree in

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9
Jul

Tayvon Jackson

Tayvon Jackson (CRPC) is a financial professional in the Washington DC area and author of best selling financial books, 40 Acres and Some Dividends, Poor Dad No Dad, and Love and Finance. Tayvon turned down a professional basketball career to help educate families on the importance of investing and building wealth. Tayvon specializes in helping select families have a tax

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21
Jun

Todd Juvonen

With a firm belief that many commonly accepted financial approaches rarely lead to optimum results, Todd is committed to teaching people how to employ the most advantageous methods and solutions to their specific individual circumstances. Having many years of experience in high-tech engineering design and development of advanced manufacturing systems prior to transitioning to financial services in 2008, Todd brings

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19
Jun

Jeff Bliss, CEP, RFC

This event is hosted by Jeffrey D. Bliss, CEP, RFC the President and founder of Wealthwise Technologies, Inc. and an investment advisor representative with Sound Income Strategies, LLC. Jeff has helped hundreds of South Florida retirees and pre-retirees while emphasizing the protection of assets from stock market loss, minimizing excessive investment fees, and creating income during retirement that you cannot

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14
Jun

Jeffrey Bird

Jeffrey was born and raised in South Milwaukee, Wisconsin. During high school and after graduation, he worked for Kohl’s Food Store for five years, during which he worked his way to a Department Manager. In 1977, Jeff met his future wife, Roberta, and they were married in 1978. Soon after he and Roberta were married, an opportunity presented itself for

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6
Jun

Chuck Dinise

Chuck began his Financial Services career in 1989 with the Knights of Columbus, where he achieved the highest honor bestowed on their Field Agents; the Supreme Knight’s Club. After 15 years of dedicated service and a desire to move his business closer to home, Chuck began to move towards becoming a fully independent Financial Services Professional. In 2009 he achieved

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30
May

Anthony Christensen

Tony entered the financial industry in early 2009 and he loves it. His particular focus has been working with those who feel overwhelmed with the thought of transitioning into retirement. He puts specific attention on continuing education and obtained his Chartered Financial Consultant® (ChFC®) from the American College. While attending Dixie State University, Tony graduated magna Cum Laude with a

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29
May

Bill Lillvis

William I. Lillvis is a graduate of the University of Michigan’s School of LS&A and instructor for AFES. His passion for financial education began in 1999 in the wake of the dot.com bust. His career is dedicated to helping individuals, families and small businesses take control of their financial future… As a founder and President of Lifetime Plus Inc., Bill,

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24
May

Sean Born

Sean Born is an instructor for Adult Financial Education Services. For over 12 years, Sean has lived and worked in the Central Florida community helping his clients obtain and achieve their goals. Sean has served on the board of his local Chamber of Commerce and enjoys being an active member of the community. Sean has a strong background in mortgage

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24
May

Mark Ede

Mark Ede graduated from the University of Iowa in 1996 with degrees in Finance and Economics.  While at Iowa, Mr. Ede was a 3 time Academic All-Big Ten award winner and earned 3 Varsity Letters while playing football for the Hawkeyes. Upon graduating he immediately began his career in Retirement Planning while working at his family owned Advisory.  For the

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22
May

Barbara Walker

Dr. Barbara Walker-Green has been in the financial services industry for over 18 years. Throughout her career Barbara has provided valuable financial services to a combination of hundreds of families, companies and individuals. Barbara’s genuine concern for providing her clients with what she believes to be superior service and her dedication to delivering the potential for long-term financial security is

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17
May

Scott Phillips CFP®

With over 25 years in the financial services industry and money management experience and a graduate of Virginia Commonwealth University, Scott Phillips, principal of Asset Management Consultants, brings knowledge and understanding to his practice in an effort to help individuals and small businesses achieve their financial goals through financial planning and wealth management strategies. Scott believes that at the nucleus

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1
May

Dennis Prout CFP®, RMA℠, MASTER ELITE ADVISOR℠

Dennis Prout, Investment Advisor Representative, has been in the retirement planning industry for more than 25 years. Fueled by his aspiration to empower clients by education, Dennis founded Prout Financial Design in 1990. This foundational belief system has had a ripple effect on every facet of his business practice and life. Dennis forges a direct relationship with each client, offering

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16
Apr

Gene Bond

Gene Bond was born in Meridian, MS and attended the University of Mississippi.  He began his career in the insurance and investment industry in the summer of 1985 in New Orleans, LA.  He was both the new agent of the year for the company he represented and the General Agencies Management Association New Agent of the Year in 1985.  After

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10
Apr

Thomas Swan CRPS®RICP®

My name is Thomas Swan, CRPS®, RICP®, President of Retirement Income Specialists.
I am a full service financial advisor specializing in Retirement Income Planning.
I have two conveniently located offices in Ventura and Westlake Village.

4
Apr

Yelisey Kuts

Yelisey Kuts is the proud son of two immigrants from Ukraine. Before his second birthday, his parents afforded him the opportunity of a lifetime. His father Nikolay and his mother Nadia left the former Soviet Union and moved to the most remarkable country on earth, the United States. Yelisey is deeply grateful to his parents for teaching him the value

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4
Apr

Larry Kallevig

Larry Kallevig was born and raised on a farm in Kandiyohi, Minnesota, and brings his farm roots to his business — it’s all about hard work and doing the right thing. He graduated from Bethel University with a double major in Finance and Accounting. He furthered his education by becoming licensed in real estate and insurance.

3
Apr

Jim Geitgey

Jim Geitgey is a well-known financial advisor in Springfield, Ohio. He has been assisting numerous families and individuals to protect their assets and invest wisely since 1977. Jim serves a broad sector of individuals including educators, business individuals, and public sector employees. He has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure that their money lasts.

20
Mar

Michael Blanton

Mike spent his youth in Virginia Beach, Virginia but moved to Asheville and graduated from Ben Lippen High School in 1975. He attended the University of North Carolina at Asheville (on a soccer scholarship) studying Business and Economics. He is a member of Kingdom Advisors (a group associated with Larry Burkett and Ron Blue). Mike is a graduate of the

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13
Mar

Mark Clair

Mr. Clair has over 28 years experience in financial services and is a licensed attorney focusing in the area of estate planning. He is a Series 65 registered investment adviser representative and helps clients with managing their money, protecting their assets and planning their estates as they are approaching or are in the retirement phase of life. He also has the designation LUTCF conferred only upon those individuals who meet or exceed the exacting qualification standards determined by The American College and the National Association of Insurance and Financial Advisors (NAIFA).

6
Mar

Joseph Okros

Joe specializes in retirement planning for current retirees, those retiring within 10 years, professionals and small business owners.  Joe also does financial planning work for individuals who are going through a divorce or who have been recently divorced/widowed.  Regarding his divorce clientele, Joe states, “This is a very difficult time for those going through a divorce and it is important

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15
Feb

Hays Ginn

Hays Ginn is an instructor with Adult Financial Education Services. Hays is also the President of HG Wealth & Insurance Group. For almost 10 years, Hays has worked in the Central Florida community helping his clients achieve their financial goals.

8
Feb

Ryan Adams

Ryan Adams owns and operates Wildwood Financial Group in Chattanooga, TN. He is certified with National Social Security Advisors® and focuses on retirement income planning. Ryan does not hold dinner seminars and he avoids the typical fanfare in his industry…

22
Jan

Mark Schnizer

Mark Schnizer has been in the insurance and financial services profession since 1988. Mark spent 22 years with the John Hancock Financial Network. During his tenure, Mark focused on assisting clients with their long-term care planning needs and estate protection.

18
Dec

Parry J. Ward

Parry J. Ward is the President of Ward & Associates Financial Group and for the last 18 years he has focused on educating and equipping retirees and pre-retirees to be an integral part of planning for their financial futures.

12
Oct

William J. Manby, CLU®, ChFC®, CFP®, AEP®

Bill has been committed to delivering innovative strategies to assist his clients in attaining financial independence throughout their lives. Bill has provided Wealth Management and Preservation Planning for hundreds of clients for over 40 years.

4
Oct

Jerry Cosentino

Jerry Cosentino is an instructor for Adult Financial Education Services. He provides adult education regarding retirement Planning, Social Security, and Women’s Investing.

Starting in financial services 25 years ago, Jerry’s experience includes…

16
Aug

Mark Marrazzo

Mark Marrazzo is the President and Founder of Total Resource Financial. As president, his role is to oversee all of the firm’s operations to ensure that clients receive outstanding service and proper financial guidance.
Mark was born and raised in Chicago, IL. He was introduced to the financial industry by his step father as a young child. Following his dad’s advice, Mark attained his first license at the early age of 19 years old and hasn’t stopped learning since.

7
Aug

Rodney Jarrell

Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for retirement.

7
Aug

Dan Weisenbach

Dan is the Central Indiana area instructor for adult education courses offered under The Financial ABC´s of Retirement Planning.

These courses are developed for people age 50 and older who want to better understand Wall Street and financial planning. Dan has more than 30 years of financial education experience focused on the unique needs of individuals and couples who are retired or want to retire in the near future…

4
Aug

Travis Jensen

Travis is a Managing Partner at Sun City Financial, LLC: Insurance and Investments.

Before joining Sun City Financial, Travis worked in the construction management industry. His drive to be the best at everything he does quickly transferred into the insurance and finance industry. Within the first year that Travis switched careers, he became the top…

4
Aug

Steven Roeth, ChFC®, NSSA®

Steven is the Director of the Retirement Planning Division for the Nevada Market of Sun City Financial. He has more than 12 years of retirement, financial, and general business planning experience. Through his work with individuals, directing his own businesses, and serving as a consultant to several other businesses, he has become a well-known expert in…

1
Aug

Brian DeBruin

A graduate of NC State University, Brian began his financial services career in 1996 with LTC Global, a national health insurance agency specializing in long-term care solutions. In 2003, he acquired his securities license and accepted a position as a regional vice-president within a Guardian Life agency. After more than a decade in the role…

6
Apr

Lynne Witmer

Lynne joined Southport Capital in May of 2014. Lynne brings 17 years of experience in the Financial Services industry to the team. She was born and raised in State College, Pennsylvania and attended Penn State University. She began her career with PNC Financial working for PNC Bank, then achieving her life insurance and brokerage licenses…

23
Mar

TONY ACKERMAN

Tony is a native Houstonian. He attended Memorial High School and graduated from Rice University with a degree in Economics and Business Management. Tony began his financial services career with New England Financial, a subsidiary of MetLife.

22
Mar

DAVE ERMLICK

Dave is the Director of Investments and Financial Planning for Cornerstone, as well as Vice President of First American National Investment Advisors. He has been in the financial services industry for more than twenty years, with a special emphasis on retirement and estate planning.

14
Mar

Brian Teets

Brian Teets has always been passionate about helping others. In every business or social undertaking, he considers helping others to be his primary profession and responsibility. For over 25 years – whether in a management position, instructing students in personal finance and accounting, …

14
Mar

Tom Shankland

Tom graduated from the University of Illinois with a bachelor’s degree in Business Administration. He Majored in Business Management with a minor in Finance…

14
Mar

Rob Sarnelli

Rob Sarnelli has more than 30 years of experience in the financial services industry. Originally from New York, Rob graduated with a degree in finance from Fordham University in 1983…

13
Mar

Glen Oaks

Glen Oaks began his career in the insurance and financial services field in 1981, and founded Financial Security Management Agency Inc. five years later. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC,) and is a member of the National Association of Insurance and Financial Advisors (NAIFA.)…

13
Mar

Barry C. Nelson, CPA, NSSA®

Barry Nelson, CPA is an instructor for Adult Financial Education Services with over twenty years of experience. One of Barry’s business missions is to offer affordable tax services and…

13
Mar

Thomas A McCormick

Tom started his career in the financial services field in 1985. He is a certified instructor in the Tampa Bay area of Florida for Adult Education Services and is the owner of McCormick Wealth Management…

13
Mar

David K. Locy

David K. Locy is an instructor in Northeast Florida for Adult Financial Education Services. He has owned and operated Senior Benefits since 2007, serving clients throughout the United States…

13
Mar

Mike Lemaich

Michael’s seasoned wealth management experience was honed by positioning his own family to capture the success of his 16-year career as a proprietary trader on and off the floor of the Chicago Mercantile Exchange…

13
Mar

Rich Greenberg

Rich Greenberg is an instructor for Adult Financial Education Services. Rich uses “Financial Educational Classes” and “Income Planning Workshops” to provide individuals with relevant retirement and pre-retirement financial planning options…

13
Mar

Jeffrey Florence

Jeffrey Florence was raised in Warren County, attended Miami University, and has lived in Loveland for the past 29 years. Jeff specializes in…

13
Mar

Doug Fisher

Doug is a certified instructor for the California Community Education Organization and Adult Financial Education Services (AFES), a nationwide non-profit organization. Doug is also the founder of Fisher Financial and utilizes his 35 years of retirement industry experience to provide planning and guidance …

13
Mar

Fritz Engels

Fritz Engels is the President of the Engels Financial Group of Kennesaw, GA. Fritz has more than 30 years of experience in the financial services industry and uses his expertise to educate his clients through detailed financial analysis and strategies…

13
Mar

Doug Collier

Doug began his career in the financial service industry in 1989. He graduated from Florida State University with a BA in finance and minored in economics. Doug spent over 25 years with Lincoln Financial Advisors and is currently…

13
Mar

Lori Reaves

Lori Reaves is an instructor with Adult Financial Education Services (AFES) and specializes in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement…

27
Feb

Don Avgerinos

Don Avgerinos is an instructor for Adult Financial Education Services. He is also a financial planning consultant. Don is the CEO and President of Spectrum Financial Group, Inc., a financial services firm offering…

27
Feb

Ted Aldershof

Ted Aldershof is a native to Southern California, currently living in Woodland Hills with his with wife Martha. Ted loves outdoor adventures including four wheeling all over California and most recently Utah…

10
Feb

BRYAN RICH

Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

10
Feb

August Velten

August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company…

10
Feb

KEN WALBRIDGE

Taxes, fees and other risk factors, are big erodes of family wealth. By not adequately addressing and not permanently solving these risk factors, can later bring worry…

9
Feb

Dale Wolberg, RICP©, NSSA®

Dale Wolberg has been an instructor for Adult Financial Education Services since its inception. Dale is also a Retirement Income Certified Planner (RICP©) at Focused Financial Solutions…