Ron Bell works with individuals, families and business owners who want to create strategies that will provide them with peace of mind and financial security. He starts the process by talking about their concerns and identifying financial problems. He educates his clients on options they have available to help them make informed decisions. He develops both pre and post retirement
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
Carlos Dias Jr. began his career in the financial industry in 2004. He is the Founder and Principal of Excel Tax & Wealth Group, an advisory firm offering strategic financial planning services to high-net-worth individuals, business owners, executives, and retirees. Carlos excels at tailoring his advice to individual clients’ needs and maintains a highly personal approach by accounting for the
John Borawski is The President and CEO of Asset Accumulation & Conservation, Inc. He has assisted his clients in obtaining their financial goals for the past forty years. He is responsible for directing millions of dollars of his client’s retirement accounts into safe financial instruments. He has had The Chartered Life Underwriter designation for over thirty-six years and has been
Rick Spencer is a Financial Advisor committed to helping his clients with investment and retirement planning. Rick utilizes various strategies to help his clients improve their investment potential, reduce financial risk, and help preserve their estate for their heirs. An advisor since 1998, Rick has witnessed the shift from clients having lifelong guaranteed pensions to funding their own retirement through
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,
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
Ken Olshein is a fully independent financial advisor and member of The Million Dollar Round Table. Originally from Chicago, Illinois, he moved to the Florida area in 1996 after graduating with a degree in economics and finance from Illinois State University. With over 25 years of industry experience, he offers unique strategies designed to provide 20 to 40% more income and show
Michael Widlake is the president of Commonwealth Guardians and is focused on helping New England residents and their families live out their hard-earned retirement dreams by working together to build successful financial strategies. Michael’s path toward the financial services industry started in music. Michael’s parents were musicians and taught him early on the joy music brings others. He began playing
Randi Taxin is the Executive Director of the nonprofit Adult Education Program, Inc. and owner of the Retirement Planning Firm, United Retirement Advisor Group. Randi is certified with the National Social Security Association LLC, which allows Randi to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income. Randi’s credentials include Retirement
Alex Koury is a CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor for Values Quest, Inc., in Phoenix, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through Commonwealth Financial Network®. Alex is also licensed through the state of Arizona, California, and Georgia for life,
Stephen Ulrich is the founder and President of Asset Optimization Strategies. With 20 years of experience in the insurance and financial services industry, Steve has always focused on the unique needs and goals of the pre-retiree and retiree communities. Steve and the team serve a select group of families to help build and maintain the retirement lifestyle they have worked
Paul has been in this industry for over 19 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent, Investment Advisor Representative (Series 65 Securities License), and a National Social Security Advisor (NSSA). Paul earned a Bachelor’s degree from Western Illinois University with a Major in Economics and a Minor
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
Matt Fevola was raised in New Jersey and currently resides in Toms River NJ. Matt has over 17 years experience in the Investment and Insurance Industry. Prior to entering the Financial Business on a full Time basis he attended the University of Tampa and played on the Golf Team which went on to complete in the NCAA Championship. After graduating
Mark has worked in the insurance and investment industry since 2002 and in 2006 Mark expanded his practice into individual retirement planning for baby boomers and retirees to help clients best prepare for their retirement years. He opened WealthCare Investments and Insurance in 2011 to provide practical help for those preparing for retirement. Mark has some of the finest planners
Randall “Scott” Walker is an Investment Advisor Representative with American Capital Management and financial advisor for WealthCare Investments & Insurance. Scott was born in Louisville, KY. He attended Vanderbilt University and the University of Louisville and received a Master of Arts in History from U of L in 1993. Following eight years in corporate customer service and operations management, Scott
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
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
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
Mr. Wills has 35 years of experience in the field of retirement planning. He is a Registered Federal Employee Benefit Adviser for for 7 years through out five states, Florida, Alabama, Mississippi, and Georgia. 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
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
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
Statewide Retirement Planning Co. brings more than ten years of experience in retirement income planning to our clients. Preparing families for their financial futures is our passion because we want them to move forward into retirement with confidence and without worry of running out money during the retirement that they worked so hard for. We work with our clients by
Beacon has locations in Toledo, OH; Columbus, OH, Cleveland, OH and Shelby Township, MI. Starting in health insurance sales over 16 years ago; working for major carriers Prudential, Anthem Blue Cross and Blue Shield, Steven saw the changes coming in the health insurance industry and decided he could better serve his customers by becoming an independent broker. Doing so enabled
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
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
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
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
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
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
Since 2010, Tina Charest has been a licensed Health, Life & Annuity agent in Nevada. She works at Ratio Capital, a growing and striving financial investment company based out of the Southwest of Las Vegas, NV. Tina is currently continuing to expand her learning, and education in the industry so she is able to help her clients navigate through the
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
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
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
Reid Limpert founded JRL Premier Wealth Planning in January 2011 after establishing his career with two worldwide financial firms. In his stint with the second of those two firms, he was tasked with the duty of gathering high-end specialty resources to help build and integrate the firm’s insurance/investment division within the footprint of their regional banking division. This allowed him
Matt was born and raised in Sacramento and graduated from Sacramento State University with a degree in Psychology. Shortly after graduating, Matt became a Deputy with the Sacramento County Sheriff’s Department. After 12 years as a Deputy, Matt retired to pursue his true passions, financial advising and started in financial services industry over 11 years ago. Because of his firsthand
Larry Lee is a Certified Financial Planner and holds a Master’s Degree in Financial Services. He has been in this business for many years, and has a reputation for integrity. Because Larry also prepares taxes, he has a broad base of knowledge regarding the complexities and integration of investments and taxation. Larry listens to his clients. He gathers the necessary
The world we grew up in has forever changed… We are facing increased uncertainty; whether its retiring with enough money to maintain your lifestyle, worrying about outliving your assets or caring for aging parents, or trying to figure out who to trust in this seemingly cold and “what’s in it for me” world. We face an uncertain market, a tax
Chris Reid ChFC® grew up in the Pacific Northwest where he still resides with his family. When he graduated high school Chris’ passion for helping his community led him to join the Marines. After 4 years of active duty Chris joined the reserves and ultimately retired after 20 years of service. During that time Chris graduated with honors from Gonzaga
Tony Drake was born and raised in Milwaukee. He graduated from Pius XI high school, went on to receive his insurance licenses, CFP® designation and finally a post graduate certificate from DePaul University. Tony is an Investment Advisor Representative and is licensed to manage money in the market. With over 10 years of experience in the financial industry, Tony has
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
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,
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,
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,
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,
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
Dominick Caiati is the Managing Partner of Caiati Financial Services, LLC a full service financial services firm located in Westport, CT founded in 1996. Mr. Caiati is a third generation Westporter. Until 2015, his family, the Nistico’s has operated local businesses for over 65 years. Caiati Financial Services provides a wide range of services with emphasis on Retirement Planning and
Brian K. Wolfe is the President of Independent Living Financial, Inc. He has 18 years of experience in the financial and retirement services industry and is a Chartered Financial Counselor (ChFC), a Chartered Life Underwriter (CLU) and holds specific designations for long term care insurance (CLTC) and senior issues (CASL®*). In addition to serving hundreds of personal clients, Brian has
Over 48 Years of Experience in the Financial Services Industry Extensive knowledge in areas of Financial Planning and Insurance, including Brokerage Accounts, Mutual Funds, Estate Planning, Charitable Giving, Trusts, Tax Planning, Insurance, Fixed Income Securities, and Variable and Fixed Annuities Dedicated to Developing Strategies Aimed at Maximizing Return While Reducing Risk Focusing on Dignity and Independence in Retirement Fluent in
Todd Desberg maintains his securities and insurance licenses with a Registered Investment Advisory (RIA) firm and has been proudly serving his clients as an Independent Financial Advisor since 1999. Todd has been committed to maintaining the highest standards, integrity and professionalism in the work he does for every single client. Demonstrating his sincere passion for helping people succeed and a
Jon Wardenburg was born and raised in Utah. He attended Utah Valley University where he received a degree in Business Management with an emphasis in Entrepreneurship. He and his wife Natalie have been blessed with one child: their son Paxton. In 2012, Jon found a passion for helping people with their finances. As Jon was building his practice he noticed
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
Aaron Hail, CFP®, RICP®, is owner and CEO of Hail Financial Group. For over 15 years, he has assisted his clients in the areas of wealth preservation and estate planning, financial risk and tax reduction, asset protection, and guaranteed retirement income. Aaron’s experience includes much more than just years spent in the industry. It’s the culmination of knowledge, insight, expertise,
Jack E. Viveros has been in business for over 20 years. His expertise as an advisor to his clients has provided them with the tools necessary to both increase and protect their savings & investments. Jack’s knowledge and guidance spearheads his clients’ many diverse aspirations into concrete and sustained positive economic futures for them. He is a registered representative, certified
Marsha Harris, Founder and President of Unified Wealth & Retirement Planning, has been in the financial services industry since 1999. Marsha brings extensive knowledge and a unique perspective to develop customized services tailored to each client’s specific situation and goals. As an Investment Advisor Representative, she is a licensed fiduciary, who works to help her clients realize their retirement dreams.
Ryan has spent his entire career working with small business owners, as well as high net worth individuals, to enhance their overall retirement / estate planning. Ryan has differentiated his practice by offering a wide range of products, programs, and services. Recently, this includes executive benefit plans (e.g. split dollar plans, 457(f) deferred compensation programs, and 162 executive bonus plans),
Mike specializes in enhancing key employee retention, recruitment and retirement through specialized benefit packages. Throughout his career Mike has also enjoyed working with small business owners, as well as high net worth individuals to enhance their overall retirement / estate planning. By educating his clients so that they can make more informed decision, Mike helps them develop a plan that
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
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
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
Marvin Bales, CPA, CFP® provides tax, accounting, financial planning and wealth management services to select clients in the metro Atlanta area and all across the United States. He is a partner with Fricke & Associates, P.C., a certified public accounting firm, and a financial advisor/investment advisor representative with CPA Financial Planning, LLC, a registered investment advisor firm. Marvin has been licensed
Ronald R. Dowling is the CEO/President of Ronald R. Dowling, Inc. and a Strategic Consultant for Dowling Consulting Services Inc. He has been in the Insurance and Legacy Planning industry for over 30 years. As a Consultant and Certified Estate Planner (CEP), Ron specializes in Legacy, Medicaid, and Retirement Planning. Being a veteran of the Vietnam war, he is passionate
Karen is CEO/President of Dowling Consulting Services, Inc. She received her Bachelors in Accounting in 1981 from Loras College, Dubuque, Iowa and her Masters in Business Administration (MBA) in 1987 from the University of Nevada, Las Vegas. Karen is a Licensed Life and Health Insurance agent and a Certified Estate Planner (CEP), specializing in Retirement Planning, Long Term Care, and
Claude Atam’s background stems from his time Met-life & Mass Mutual insurance companies. Here he aided in retirement planning, income, and college planning through Life Insurance & Annuities. Claude now operates his own independent Insurance Agency called Elite Insurance Agency. His company is partnered with the majority of AAA+ Rate Insurance Companies in North America. Some specific accomplishments include: Over
Hello, my name is Kurt Zahner, a licensed financial fiduciary and president of Retirement Insight 360, a firm that helps clients in the Retirement Red Zone (that five to 10 year period before retirement) and those already in retirement. Why? Because they are now at a moment when they can’t afford to make any big mistakes or get hurt by big
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
John joined Wealthwise Technologies in 2016. He serves as a junior advisor and assistant to Jeff Bliss. His diverse background and training enables him to help our clients pursue their long-term financial goals through comprehensive, individualized financial planning. His client-focused approach ensures that the recommended programs encompass each client’s financial goals, time frames, and risk tolerance. He works closely with clients
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.
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
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
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,
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
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
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
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
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.
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
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
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
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,
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
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
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
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
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
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
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
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
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
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.
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.
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”.
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
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
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.
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
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.
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
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.
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.
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
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.
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.
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
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.
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.
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.
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
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).
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
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.
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.
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.
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.
Tony Lofaso has been a Palm Beach County resident since 1979, married to Blanca for 41 years with three grown sons and three grandchildren.
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”…
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.
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.
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…
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…
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…
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…
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…
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…
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.
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…
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
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…
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.
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.
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…
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…
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…
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.
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…
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…
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.
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..
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.
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.
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.
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,…
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.
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.
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.
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…
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…
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…
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…
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…
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…
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…
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…
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.
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…
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…
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…
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.
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.
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.
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…
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…
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…
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.
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
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.
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.
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, …
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….
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…
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…
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…
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…
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…
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…
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…
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…
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.)…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Jeffrey Florence was raised in Warren County, attended Miami University, and has lived in Loveland for the past 29 years. Jeff specializes in…
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 …
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…