19
Jun

Paul DiPalma CIS™, NSSA®

Paul has over a decade of experience in the financial services industry, starting with humble beginnings as an intern during his college years. He graduated from Florida Southern College with a degree in Business Administration. As both a Certified Income Specialist™ as well as a National Social Security Advisor Certificate Holder, Paul is meticulous in plan design for his clients.

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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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15
Jun

Kyle Hammerschmidt

MoKan Financial was specifically designed to assist deserving families in taking charge of their finances. Initially working with state employees, the form expanded its area of expertise to federal employees over the past five years. MoKan Financial operates in a fiduciary capacity, and is legally responsible what is best for you. As a leading independent fiduciary advisor in Kansas City

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14
Jun

Steve Capone

Stephen is the founder and president of Estate Planning Consultants of Hawaii, Inc. (“EPCH”), established in 1997. Providing estate, financial, and tax planning services, EPCH has successfully served over 2,000 Hawaii families. Stephen co-authored the 2011 book edition titled, “How to Protect Your Family’s Assets from Devastating Nursing Home Costs” with EPCH Senior Attorney Reed Rohrer. His hobbies include reading,

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14
Jun

Sage Capone

Sage is a graduate from Shidler College of Business, where he majored in Finance. He manages operations of Estate Planning and new sales. His insurance licenses include a Life, Health, Property, and Casualty Insurance Producer licenses. In addition, Sage holds a Series 65 license where he helps clients with investment advice.  This enables him to help clients develop a plan to

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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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11
Jun

Christopher Barton

Chris lives in the Greenville area of SC and has been in SC for almost 22 years. Born in Brooklyn NY, Chris grew up in the Sussex County area of NJ and decided to follow in his sister’s footsteps and moved to SC in 1996 to study Financial Management at Clemson University. His career in the Financial Services industry began

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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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4
Jun

Juliete Baca

Metro Accounting Services is an experienced Albuquerque, NM accounting firm that makes our clients’ financial welfare our top priority. We are dedicated to creating accounting solutions and reducing tax liabilities for every client. From new ventures to long-established businesses to individuals, we provide a high level of service to every client. Our approach to accounting services is all about value.

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1
Jun

Mac Derakhshani

Mac’s career in the financial arena spans over 38 years. He has provided Wealth Management and Preservation Planning, Business Planning, Estate Planning, Charitable Giving and Retirement Planning, He offers his clients the most comprehensive tax savings/wealth accumulation strategies available in today’s marketplace. Retirement isn’t a rehearsal, and there are no second chances, so we realize you need to get it

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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

Rand Harper

Rand Harper is a people person. He enjoys teaching people concepts and ideas that he knows will benefit them. He does this in a fun and easy to understand way. He has been involved in the creation of several successful business since a young age. He has been a Financial Advisor since 2009 helping people learn how to retire successful

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29
May

William 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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16
May

Nick Sloane CHFC, CRC

Nick Sloane is the President of Sloane Wealth Management and has been an outstanding financial services professional for over thirty years. Nick Sloane is not just a fiduciary financial planner but is specially a Certified Retirement Counselor. As an Investment Advisor Representative, he is your fiduciary, and legally required to put your best interests first. When you work with Nick

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16
May

Joe Turner NSSA®

Your host for this event, Joe Turner, has 18 years of investment experience advising thousands of clients on all matters related to retirement planning. Joe gathered this experience by creating small boutique investment firms and by working for large brokerage firms like Edwards Jones. During the 18-year journey, he discovered that true diversification does not come from conventional brokerage house

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16
May

Ronald Mendoza

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone

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10
May

Mary Lee NSSA®

Mary is president of Lee’s Insurance Services, Inc. and has been a licensed insurance agent since 1994. Mary is an independent professional, meaning her advice is not dictated by any company or product provider. Her advice is dictated by her clients’ needs. Mary guides her clients by helping them think through all the “what if’s” of retirement then creating and

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8
May

Erik Witt

Erik Witt has been serving his financial clients for over 24 years.   He’s a fully independent, non-captive Financial Consultant. He shops the world for his clients because they are his boss. Erik puts his clients needs, wants, desires and goals ahead of any company and himself. There are three phases of your financial life. Accumulation, Preservation, and Distribution. Erik can

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8
May

Victor Burgess

After leaving the US Navy, NAS North Island, San Diego, CA. in 1982, Mr. Burgess moved to the San Jose Bay Area where he worked in the Semiconductor industry for 20 years. Until surviving the 2000-2002 market crash seeing colleagues and friends suffering 48%+ losses and vowed never again! Over 16 years Developing and Presenting Educational Workshops helping Bay Area

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4
May

Wayne Davis

Wayne P. Davis is a well-known financial educator throughout Illinois and Wisconsin His career spans over 40 Years. His retirement and estate planning seminars have been widely attended by adult students throughout Northern Illinois. Wayne has developed a specialty in working with future and current retirees who want conservative financial principles to be the theory behind the planning. Wayne has also lectured on financial topics such as traditional and Roth IRA strategies, avoiding probate, minimizing taxes, Women’s Financial solutions, compelling reasons to annually review money issues, annuity and life insurance basics, social security claiming strategies, as well as long-term care planning.

4
May

Scott Goodman

I have now lived in the Crystal Lake area for over 27 years with my wife Wendy, where we raised our children. Prior to joining WealthCamp 9 years ago, I had worked for NBT, which focused on tax-deferred savings and financial tools such as life insurance for family protection. Our client base was employees of large corporations and institutions nationwide. There I became educated on the importance of core financial educational concepts dealing with principal protection, emergency savings, and income planning for retirement.

Moving to WealthCamp has been exciting in that I am now able to help people reach there goals with virtually any product or service, WealthCamp can do that as well or better than the large and well known financial houses as we have over 40 financial organization we are affiliated with to be competitive and resourceful.

3
May

Danny McFarlin

A native Nashvillian, Danny studied engineering at Middle Tennessee State University before discovering his passion for service to others in the financial services industry. At the young age of 22, Danny joined a large life insurance company as a sales and service representative and through that passion for service Danny quickly achieved distinguished honors such as” National Quality Award” and the “National Sales Achievement Award”.

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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27
Apr

Josh Perkins

Growing your portfolio is an important way to save for your financial future. Josh Perkins has been with First Fidelity for more than 6 years and is a licensed Investment Advisory Representative (IAR). He can help you plan, allocate, and monitor your portfolio. Josh Perkins specializes in protecting his clients from market volatility. He has been licensed in the financial

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27
Apr

Merrit Strunk

Merrit has been a business leader all his life. In his 20s and 30s, he successfully headed up marketing for fortune 500 brands in retail, manufacturing, and a variety of business-to-business industries. He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion-dollar financial organizations and successfully built top-performing teams around the United States.

27
Apr

Daniel Walton

Daniel Walton, CCFC proudly serves the Gulf Coast community. Daniel participates regularly in fund raising for Down’s Syndrome and for Alzheimer research, two areas that are of personal importance. He seeks to help his clients do more for themselves and their families with an emphasis on less risk, better asset protection and fewer taxes.

20
Apr

Vincent Esparza CFP®, CLU®, NSSA®

Over 38 years ago I started my practice with the goal of assisting my clients in every aspect of their financial lives. I strive to build relationships based on trust, competent professional advice, continual communication and prompt personal service. For each of my clients, I strive to help create financial stability and security to provide financial independence. I also have

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20
Apr

Jim Tewalt

Mr. Tewalt is the President and Founder of Estate Planning Solutions, a company dedicated to helping people already retired and those preparing for retirement.  Jim and his staff work directly with clients in to assess their concerns, goals & desires, then develop comprehensive financial strategies to Increase income, reduce taxes, prepare for long term, home and frailty care, protect assets

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19
Apr

Rajbir Sandhu NSSA®

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 to work with your CPA to formulate the optimum strategy to minimize your heavy, immediate and unnecessary tax burden that you will face at the time of your retirement.

19
Apr

Ronald Harvey

RONALD J. HARVEY is President and CEO of Harvey & Companies, Inc. a Registered Investment Advisor. Ron is a graduate of  Ball State University (B.A.) and Indiana University School of Law. After engaging in the private practice of law for five years Ron joined the legal department of McCready & Keene, Inc., an actuarial firm in Indianapolis for three years. He was then hired as a legal consultant with Engler, Zoglin, Schechter and Mann in Chicago. Three years later he joined Abraham, Axelrod, Fraidstern & Moss in Ft. Lauderdale where he set up and ran their west coast office.

19
Apr

David Hyden

David Hyden is a Retirement Strategist and Educator that began his financial services career with The Equitable back in the mid-80’s. He has worked with and trained with some of the top financial companies in the industry. Over the years he has gained broad education and experience in Pensions, Social Security, Life Insurance, Annuities, Variable products, etc. helping clients with

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16
Apr

Trey Peterson

Trey is a graduate of Oral Roberts University with a degree in Corporate Communication and a minor in Business Entrepreneurship. Trey has developed a strong business and leadership background by being part of a few leading organizations throughout his business career. In addition, Trey wrestled for the Apple Valley Wrestling team. One of the top wrestling schools in the nation.

16
Apr

David Phillips

David Phillips has been helping retirees and pre-retirees plan for and start their retirement since 2014. As a teacher for over sixteen years, David puts an emphasis on educating his clients so that they can understand their options and make informed decisions. As a licensed insurance agent based in Louisville, KY, it is his mission to not just put you first, but to help you to achieve your retirement goals, retain control over your finances and develop strategies to protect and manage your retirement assets.

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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16
Apr

Joshua Pondexter

Joshua Pondexter is a dynamic business tax strategist and financial planner who is licensed to serve diverse clients in ten U.S. states. He has more than 20 years of experience in the financial services industry and offers significant expertise in Retirement Planning, Tax Reduction Strategies and Business Advisory Services.

11
Apr

Jose Jimenez

Jose Jimenez, LACP. Jose is the President of All Star Capital Group, Inc. Located in Miami, Florida. Jose began his career in the Financial Services Industry 22 years ago and is a member of various professional organizations, including MDRT, NAIFA and NTSA.

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.

10
Apr

Logan Ramer

Logan attended Luther College in Decorah, Iowa. After graduating in 2014, Logan spent three years working in business management before joining his parents at Ramer Retirement. From his prior work experience, Logan brings with him a knowledge and passion for solving client’s problems and addressing their concerns. He brings a new perspective on technology, media, and marketing to the business. In addition, he is a registered investment advisor through Regal Investment Advisors.

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.

22
Mar

Paula De Rienzo

Paula J De Rienzo was one of the first woman in CT licensed to sell securities. She holds a degree in Secondary Education from Central CT University and an MBA in Business and Finance from University of New Haven. She has over 40 years of experience in all kinds of markets and with all types of investment products. She holds FINRA licenses 5, 7, 63, and 65 and FL Insurance licenses in Life, Health, and Variable Annuities.

21
Mar

Taina Frazer

Taina is an Advisory Associate at Pacific Northwest Wealth Management. Taina brings 25 years of financial industry experience to her clients. Her background includes employment with financial advising firms, credit unions, banks, and mutual fund companies where she gained specialized knowledge of retirement 401(k) plans, financial planning, consumer lending, and tax preparation. She holds the National Social Security Advisors, NSSA designation giving her additional expertise in the area of Social Security Benefits and claiming strategies.

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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6
Mar

James Whitaker

Retired US Navy Supply Corps Officer. Many years in the corporate world as an IT specialist and manager. Broadened his understanding of business management as a corporate controller. Reinforced that experience with education leading to the award of an MBA and a PhD in business. Successful business owner for over 20 years.

2
Mar

Jan Gleisner

Jan Gleisner is a seasoned advisor with over 16 years of industry experience. He currently serves on the investment committee and is heading up the San Diego region for Hermes Econometrics.

2
Mar

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 the Better Business Bureau. Mick is an avid Chicago Cubs fan who loves taking his daughter to Cubs games and enjoys a good bone-in ribeye steak as well as Dunkin Donuts coffee.

2
Mar

John Hart NSSA®

John Hart has been Insurance licensed since 2006, in Tennessee, Arkansas, Georgia, Florida, and Virginia. A Million Dollar Round Table member 2014 and in 2015, he completed a program Called Master Mentor with Circle of Wealth; very few advisors have this designation across the country.

2
Mar

Mike Tomich

For the past 37 years, Mark S. (“Mike”) Tomich, the President of Strategic Planning Services has been helping investors meet their financial and retirement goals.
Mike began his career as an estate planner representing one of the top 30 insurance companies in America. He is well-known in his profession and in his community where he has received awards and recognition for service to the public in the estate-planning field.

27
Feb

Linda Dowd

Linda Dowd is the president and owner of Dowd Capital Management.  She operates and manages the local branch of Dowd Capital Management in Carlsbad, CA.  She has over 30 years of experience in the financial industry  We are an independent fee based financial planning firm and we are completely dedicated to you, our client.  Working together, as a team, we’ll

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26
Feb

Tony Lofaso

Tony Lofaso has been a Palm Beach County resident since 1979, married to Blanca for 41 years with three grown sons and three grandchildren.

23
Feb

Monti Smith

Monti has worked in the financial services industry since 1990.  She has been one of the hosts of a nationally syndicated radio show “The Financial Safari” for the past 6 years. She currently is one of the hosts of “Legal Sense Radio”…

16
Feb

Raul Hevia

Raul Hevia started in the Financial Industry in 1999 with Prudential Securities along with 40 other brokers at the One Utah Center in 200 S and Main St in Salt Lake City, UT. There he learned the value of safe money investment, asset allocation diversification and market risk. He has held a Series 7, 65, 63 and Life Insurance and Annuities License and has developed a philosophy of minimizing risk, guaranteed lifetime income streams and tax minimization during retirement.

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.

15
Feb

Jim Hutson

Jim Hutson is the owner and manager of The Jim Hutson Agency, LLC. The agency consists of a growing association of financial professionals whose mission is to provide clients with guidance toward a comfortable retirement. Jim began his work as an insurance and financial advisor in 2001…

13
Feb

Jonathan Steffen

Jon is originally from Stevens Point, Wisconsin where he completed his Eagle Scout, and graduated from SPASH. He then went on to UW Madison where he triple-majored in Finance, Economics, and Real Estate.
Jon is co-founder of Silvertree, LLC. a retirement planning firm focused helping people plan not just for the actual day of retirement, but the many years that lead up to and occur after.
Jon works with individuals and families to develop…

12
Feb

Jason Glisczynski, CFP®, CAS®

Jason, co-founder of Silvertree, LLC. is an independent Investment Advisor Representative and fiduciary.

Jason is a Certified Financial Planner™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination…

12
Feb

Michael Briggs

Michael Briggs, a University of Michigan graduate, specializes in helping families and small businesses structure their finances to best suit their needs and plans for the future. With 20 years experience in the financial services industry Michael has seen a lot changes over that time…

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…

1
Feb

Michael Sullivan

Born, raised, educated, and worked exclusively in Pittsburgh, Michael has led change in delivering innovative solutions at some of Pittsburgh’s most recognized financial institutions.

31
Jan

Shane Galino

Pittsburgh native Shane Galino has dedicated the last 20 years to providing his clients with innovative, transparent, and cutting-edge financial solutions. Shane has worked at some of Pittsburgh’s most recognized financial institutions…

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.

12
Jan

William Hackley

As the principal of First Fidelity, William helps provide his clients with a comprehensive understanding of the current economic climate.

William has been assisting people achieve their financial goals for over four decades. He is devoted to helping retirees and those about to retire…

10
Jan

James & Jen Rosebrough

James Rosebrough invested in his first mutual fund at the age of 18. He saved up some money, went to the bank advisor and invested in the Putnam New Opportunity fund. James enjoyed investing and finance so much he switched majors from Pre-med to economics…

2
Jan

Gordon Hannah

Gordon Hannah has been in the insurance and financial services industry for over 40 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

18
Dec

Christopher & Ellen R. Stern

Chris has called Wilmington, NC home for over 40 years. He grew up in upstate NY and still has family in the Saratoga Springs area. He is a proud graduate of the University of Colorado, and an avid CU Buffaloes sports fan. After returning to Wilmington from Colorado…

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.

28
Nov

Jeffrey Norris

Jeff Norris is the Vice President of Asset Protectors & Advisors and a North Carolina native. He has been recognized as a leading resource for many financial advisors. As an educator, advisor, and national speaker, Jeff travels across the country teaching retirement, income, and legacy planning…

28
Nov

Robert C. Smith

A veteran of the financial services industry, Robert Smith has dedicated his career to helping people enhance their financial freedom. As founder of RCS Wealth Management, he draws on over 30 years of experience at leading institutional firms including Merrill Lynch, F.N. Wolf & Co., RAF Financial, Wedbush Morgan, Wachovia, and many others.

17
Nov

Dan Bethel, FLMI, LUTCF, ChFEBC

Dan Bethel started in the financial industry back in 1976. As you can imagine, he has seen a lot of changes over the last 41 years! People are much more worried about protecting their money, and they tend to think more about making sure their assets last as long as they do…

17
Nov

Mark Nichols, RICP®

Mark E. Nichols, brings a wealth of knowledge and experience to his role as an Retirement Income Certified Professional (RICP®). He has been in the financial services industry for 31 years, and his diverse background and formal training enables him to help clients pursue their long-term financial goals…

3
Nov

Kelly Gilbert

Kelly leverages over twenty years in small business and process improvement consulting to help his clients navigate Investing while educating themselves in areas of Personal and Business Finances.
Kelly co-founded the Eminence Financial Group of companies and carries over a decade of specialized Insurance strategies and financial investing advice…

16
Oct

Navi Dowty, CFA®

Mr. Dowty graduated from Western Michigan University with a BS degree in 1967. Mr. Dowty started his career in the financial services profession in 1972. He developed and managed investment and commercial real estate during the high inflation times in the 1970’s.

In 1982, when interest rates were at an all time high…

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…

4
Oct

Blair Aaronson

Blair Aaronson is a Financial Advisor under the fiduciary code of ethics with over 34 years of experience in the financial services industry. Blair has worked at the three Top Wall Street firms for 16 years in Beverly Hills, Century City, and Downtown Los Angeles. Blair left the Wall Street mentality in 2000 when…

19
Sep

Cody Crawford

Cody Crawford has been a retirement planning specialist and financial strategist in Houston TX since 2009. Here his focus is on assisting individuals, families, and owners of closely held businesses with retirement income planning, tax-reduction strategies, and social security maximization.

18
Sep

Allison J. Brown, CFP®

Allison J. Brown is a Certified Financial Planner, a Certified Public Accountant, and is a member of Ed Slott’s Master Elite IRA Advisor group. She has a Master’s in Business Administration in Finance from the University of Chicago, a top-ranked business school..

15
Sep

Les Emken

Les has been in the financial services business since 1985 and tax preparation since 2003. He has found combining the two aspects brings a more complete financial picture for you. During this time he has experienced many ups and downs of the market and has learned methods of protection.

13
Sep

Anthony Aulffo, CFP

Anthony Aulffo is a Certified Financial Planner ® and Founder of Peace of Mind Planning, LLC. He enjoys meeting new people and applying his unique perspective of financial markets to grow client wealth. At a young age, Anthony knew wealth management and financial planning was a perfect fit for his career.

31
Aug

Dan Matheson, CLU®, RICP®

Dan Matheson began his financial planning career 12 years ago where he earned the distinction of becoming Utah’s Rookie of the Year with a well-known financial services company. He had the privilege of working there for five years until he struck out on his own and began his independent practice.

31
Aug

Sarah Strong

As a little girl, Sarah watched her dad work hard and set retirement goals. When he started his own business, she observed how he helped others and saw that he made a difference in the lives of many clients. As she grew up, she realized it was a natural progression for her to follow in his footsteps,…

22
Aug

Richard Keppler

Richard has over 30 years of financial services experience. In 1978 he began his financial services career in Seattle and then was promoted to positions in San Francisco and New York. He has earned numerous awards and acknowledgements for his achievements including national speaking engagements and a Presidential Commendation for Community Service.

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.

14
Aug

Tim McDermott

Tim McDermott moved to Jacksonville Beach to open Asset Protectors and Advisors of Florida after growing up in the industry. He specializes in unique and advanced planning concepts in the fixed market place learned over several years of classes and training. Tim continues to grow his knowledge so he can provide the best solutions to common and advanced challenges such as…

14
Aug

Tom McDermott

Tom McDermott, founder of Asset Protectors & Advisors, understands the many issues that affect retirees today. While very few advisors are aware of how these issues can be solver, Tom has spent the last 25 years teaching clients and advisors the necessary skills to find the solutions to these problems.

8
Aug

Phil Ellis

For more than 10 years Brittison Financial Group, Inc has served Southwest Michigan as well as Northwest Indiana. Brittison Financial Group, Inc. specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, I can help you make sure it works…

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…

4
Aug

Calvin Bagley

Calvin is a Managing Partner at Sun City Financial, LLC: Insurance and Investments. He has a Bachelor’s degree in Business Management and has been in the Financial and Insurance Industry for more than 15 years…

2
Aug

Laurinda Curti

Laurinda worked 15 years in small business ownership and management, accounting, and tax preparation in her native home of Cleveland, Ohio. After moving to Colorado, she completed her Bachelor of Arts in Education from Regis University in 2007. Later, she was introduced to the financial service industry and became licensed with Transamerica Financial Advisors where…

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…

31
Jul

Jonn Mason

Jonn Mason is President and Founder of Thornewood Advisors USA and 1st Financial USA

Jonn is a lifelong resident of Washington and has been in the financial services industry for over 48 years. Jonn’s career in the financial services industry began while he attended junior high school with after-school and summer employment at the second largest bank in Washington, The National Bank of Commerce which later became…

31
Jul

Sam C. “Bo” Bills, Jr.

Bo has been a financial professional for nearly 30 years. His wide breadth of knowledge began in the tax department of KPMG Peat Marwick and continued into the corporate world where he was the Vice President of Tax and Finance for a large Nashville public company. Since 2000, Bo has been advising clients on their investments and helping them navigate their retirement years as a tactical/active money manager..

25
Jul

Craig Shepard

Craig holds a Bachelor of Science in Business Finance from Valparaiso University. He has 21 years of experience in financial services with an emphasis on Retirement Income Planning. A Fiduciary and an Investment Advisor Representative, Craig is Series 66, Life, Accident & Health insurance licensed in Massachusetts, New Hampshire and Rhode Island. Craig is also FedSmart™ trained and is a National Social Security Advisor.

19
Jul

Patrick Kane

After receiving his Bachelor of Science in Accounting, Mr. Kane entered the life insurance business. He became president of a retirement planning company in 1978 and has been specializing in that field ever since. He has 40+ years of experience and holds certifications as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and is a past president of…

5
Jul

Jeff Viveros

Jeffrey M. Viveros is the President of Strategic Financial Services.

Jeff has been helping people become educated on their financial options for over 29 years. To forward his mission of bringing education and knowledge to American retirees and pre-retirees Jeff was involved with his brother in founding Educators Financial Services and Safe Harbor Financial…

27
Jun

Pete Conway

Since 1999, Peter Conway has been an independent financial advisor serving the
northwest suburbs as an Investment Adviser Representative and a licensed insurance
agent. Professional, experienced and responsive, he understands your need for integrity
and transparency. Peter uses proactive tax reduction strategies…

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.

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…

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.

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.

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…

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…

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…

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.

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

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

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….

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…

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…

14
Mar

Douglas J. Roller, NSSA®

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

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…

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…

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…

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…

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…

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 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…

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…

13
Mar

Joshua L Millard, NSSA®

I got started in the financial industry in 2007.
I’m an independent Investment Advisory Representative (IAR) with NTB Financial and act in a fiduciary capacity 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…

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

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…

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

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 …

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…

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…

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…

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…

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

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 …

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

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…

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…

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

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…

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…

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…

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…

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…

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

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…

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…