12
Jun

Mike Gorman

Michael is a Certified Financial Planner®. For over 20 years in the Houston market,he has been helping people make smart financial decisions about accumulation, protection and lifetime income. Graduated from The University of Houston in 1991, he and his wife have made Houston their home since their 1985 wedding day.

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7
Jun

John Kuykendall

John G. Kuykendall launched GulfCoast Financial Services in 1992 in Bradenton, Florida before relocating to Lake City in 1994. President of GulfCoast Financial Services, Inc., John earned his Bachelors with the University of Florida, graduated from the School of Banking…

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5
Jun

Kelly Abbott

Kelly Abbott, owner of Abbott’s Advisors, entered the Insurance and annuity industry in 1984 with a driving desire to help others achieve their retirement goals.

He began his career as a Registered Financial Planner with IDS/American Express, a company that worked with clients to help them design and implement a plan of action for their financial futures.

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10
Apr

Jim Woods

Jim joined Southport Capital in 2008. He is a principal of the firm and serves as the Senior Portfolio Manager. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts as well as doing the same for individuals.

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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…

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5
Apr

Mark Temmer

For 47 years Mark A. Temmer has specialized in providing planning and guidance for those who are seeking a better lifestyle in retirement. Regardless of what your nest egg is, he can help you make sure it works as hard and as smart as you did in earning and saving it. If you’re a typical American…

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29
Mar

Robin Reading

Rob Reading has assisted families in accumulating wealth throughout the Detroit area since 1989. He places great importance on distribution planning which can determine how long your money might last, how much tax you may or may not pay and when you’re gone, how much your family might keep of whatever’s left. His areas of experience include…

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29
Mar

Wayne Casey

Wayne has been in the financial services industry for over 20 years. He is the founder and CEO for Casey Wealth Management Inc. (CWMI) for 15 of those years. He takes great pride in being able to bring his unique coaching style and down-to-earth, working class upbringing to his practice at CWMI,

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28
Mar

Wayne Sisk

Wayne began in the financial services industry in 1974. He has spent his entire career in the Chicago Metropolitan and Northwest Indiana communities serving individuals, families and business owners. He specializes in providing planning and guidance for those who are seeking to retire or are already in retirement.

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28
Mar

Wesley Walters

Wesley is founder and CEO of Asset Preservation Solutions, Inc. Wesley entered the financial services industry in 1995 and quickly realized the key to successful retirement planning is to create a portfolio that will

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27
Mar

Bill Wilson

William K. Wilson (Bill) celebrates his 34th year doing business in the financial service industry. Mr. Wilson is a licensed Insurance Professional with Lakewood Ranch Risk Management LLC, and he is also serves as a solicitor in the State Of California for Southport Capital which is an independently owned, SEC Registered Investment Advisory firm…

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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.

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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.

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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, …

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14
Mar

Robert E. Szymanski

Robert E. Szymanski is celebrating his 34th year in the financial service industry. He is the founder of Szymanski Financial Group (LLC) and Georgia Financial Education Institute….

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14
Mar

Winston P. Stevenson

Winston P. Stevenson is a native of Buffalo, NY. He is a graduate of Western Kentucky University in Bowling Green, KY. He has been an active producer in the financial services industry since 1985…

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14
Mar

Bill 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 and completed his Master of Arts degree in both Management and Business…

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14
Mar

Stephen Smith

Stephen believes in a plan that differentiates between retirement planning and investing. He specializes in social security optimization, tax efficient distribution strategies, healthcare and income planning…

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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…

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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…

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14
Mar

Douglas J. Roller, Financial Planner IAR, NSSA®

I’m an independent IAR with a fiduciary obligation to put clients first. I have also received the designation NSSA®, which stands for National Social Security Advisor…

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14
Mar

Karen Roberts

Karen is a Wealth Planning Specialist and owner of The Emerald Financial Group located in Deerfield Beach, Florida.
The philosophy of the Emerald Financial Group is to “Live for Today, Plan for Tomorrow.” Using a hands‐on
approach, we educate and empower women and our clients to take control of their financial futures….

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14
Mar

Michael Rafferty

Michael Rafferty is a Managing Associate with Compass Financial Partners, LLC, an independent insurance and investment consulting firm. Michael is a financial professional with over 22 years of experience…

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14
Mar

Joseph Pizzolato

Joseph Pizzolato is a Senior Advisor for Summit Financial, LLC*. His career in the financial arena spans over 32 years and during that time he has worked with retirees, executives, and business owners…

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14
Mar

John W. Pickard, CFP

John is a Certified Financial Planner® and President of Webb Pickard Insurance & Investment Services, Inc. As an instructor for Adult Financial Education Services (AFES), he brings over 25 years of experience in wealth management, estate planning, asset protection, and retirement planning…

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14
Mar

Tom Penland

Tom said, “In large part, I owe success to treating others the way I want to be treated.” Further he feels, “The best things I can give to my students are the benefit of my knowledge, honesty, simplicity, and the understanding that we all deserve to make our own choices…

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14
Mar

Canaan Penland

One of the most successful pioneers of global investing said that the four most dangerous words of investing are “this time it’s different.” No truer statement has ever been made about Wall Street…

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14
Mar

Neal Parrish

Neal Parrish grew up in Nashville TN, just ten minutes west of the city. He attended Hillwood High and graduated from Western Kentucky University…

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14
Mar

Renée Parris

Renée Parris is a Financial Strategist specializing in retirement planning and growth strategies for clients of Forecast Financial Group. She works closely with our clients to ensure their financial and retirement planning is comprehensive and…

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14
Mar

Brian O’Connor

Brian began his career in 1984 as an Investment Advisor for Lehman Brothers in Boston. He was quickly promoted to Vice President, making him the youngest to earn this title in the firm’s 150-year history…

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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.)…

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13
Mar

Barry Nelson

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…

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13
Mar

Rick Miller

Rick Miller, CPA, MBA has over 20 years of educational experience. His passion is making complicated financial topics easy to understand and apply for all students and those who desire to learn more about their financial options…

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13
Mar

Joshua L Millard, Financial Planner IAR, NSSA®

I got started in the financial industry in 2007.
I’m an independent IAR* with a fiduciary obligation to put clients first. I have also received the designation NSSA®, which stands for National Social Security Advisor. I am 1 of approx 1200 such designated advisors in the country…

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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…

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13
Mar

Patrick T. Lyman

Patrick T. Lyman, CAS, CSA, LUTCF, RFC, RHU, is the CEO/Managing Partner and President of Compass Financial Partners, LLC, an independent insurance and investment consulting firm…

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13
Mar

David Lukas

David Lukas has been an entrepreneur since 1993. Ever since, David has been passionate about creating businesses that serve the needs of consumers and businesses alike.

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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…

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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…

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13
Mar

Lewis Leathersich

Lewis Leathersich is President of Boston National where he works as a consultant in the insurance and financial services industry. Drawing on 28 years of experience, Lew develops retirement programs and insurance strategies that …

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13
Mar

Fields Leake

Fields Leake is the Managing Director of Futurity First Group in Houston, TX. Futurity First is an independent, nationwide financial services organization committed to building…

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13
Mar

Michael Lange

Michael Lange has been a financial advisor for 33 years. He is dedicated to providing value-based, comprehensive financial advice and using asset management programs that help ensure that his clients reach their retirement with less worry and stress…

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13
Mar

Tracie Lampson

Tracie is President of Lampson Retirement Solutions, located north of Houston in Humble, Texas, and is an Instructor for Adult Financial Education Services. She has been an Independent Advisor since 2005…

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13
Mar

Michael Kelly

Michael P. Kelly is an instructor for Adult Financial Education Services. He is also a financial services consultant and estate planner for CLA-USA Inc…

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13
Mar

Dennis Kagel

Dennis is a life-long resident of the Bloomington-Normal area. He graduated from Octavia High School (Colfax, IL) and acquired his Bachelor of Science degree from Illinois Wesleyan University…

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13
Mar

Debra Hicks

Debra Hicks is an instructor with Adult Financial Education Services (AFES) as well as the President and owner of Hicks & Associates insurance Services, Inc. in Glen Ellyn since 2002. She specializes in…

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13
Mar

Gordon Hannah

Gordon Hannah has been in the insurance and financial services industry for over 25 years. Between 1975 and 1979 he worked as a foreign exchange advisor on Wall Street in New York City.
He is currently an independent advisor representing all major insurance companies.
One of Gordon’s highest priorities is to build an open, honest and trusting relationship with the people whom he serves…

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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…

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13
Mar

Michael Graft

Michael Graft, Jr. is a graduate of Northwestern University with a BA in Economics. A certified instructor, Mr. Graft entered the Financial Services industry many years ago after he directly saw the often devastating effects of …

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13
Mar

Amy Floyd

Amy has spent her entire 30-plus year career providing legal, tax and technical expertise in planning for retirement, estate and charitable strategies, along with business succession and employee benefits. Amy practiced law for four years, specializing in estate and business succession planning for…

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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…

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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 …

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13
Mar

Thomas Ferguson

Tom is an instructor for Adult Financial Education Services (AFES). He is a Certified Estate Planner (CEP) and member of the Life Underwriters Financial Council (LUTCF)…

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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…

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13
Mar

Michael Dunlap

Mike Dunlap has been assisting pre-retirees and retirees since 1993. He has taught thousands of people how to grow, preserve and distribute their assets during retirement years without the worry of ever running out of money…

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13
Mar

Joe Dowling

Joe graduated from Florida State University in 2006 with a degree in Finance and is also an Investment Advisor Representative registered with the SEC…

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13
Mar

Al Deitrich

Alvin is a certified instructor in Central Pennsylvania for Adult Financial Education Services and is the owner of 1st Choice Financial Services. He has been privileged to speak to a great many groups, and teaches a variety…

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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…

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13
Mar

Cory Carlton

Cory Carlton grew up in Franklin, Tennessee and attended Franklin High School and graduated from Middle Tennessee State University with degrees in Journalism, Insurance & Finance, and Speech & Theater…

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13
Mar

Matt Bondurant

Matt Bondurant is a Safe Money Planner who works in the arena of Retirement Planning and Estate Planning. His primary focus is preserving and shielding his clients’ assets and wealth, while providing growth potential…

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13
Mar

Frank Bahr

Frank Bahr is a graduate of Bethel College, Secondary Education and was an educator for ProSource (Kaplan) Continuing Education classes. As a lifelong learner and educator Frank is committed to helping boomers and seniors better understand their retirement options through education…

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13
Mar

Evan Avgerinos

Evan Avgerinos is an instructor for Adult Financial Education Services. He is also a financial planning consultant. Evan is the founder and President of the Valley Forge Consulting Group, a financial planning…

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13
Mar

Lori Reaves Aspiotes

Lori Reaves Aspiotes 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…

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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…

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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…

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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…

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10
Feb

DAVID K. VAN WINKLE

David Van Winkle utilizes his more than 30 years of retirement industry experience to provide planning and guidance for those seeking safe and guaranteed solutions to secure their retirement lifestyles…

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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…

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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…

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9
Feb

Dale Wolberg, IAR, 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…

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