OUR ADVISORS.
A BIGGER MISSION.
ePIC Advisors are part of something larger than a platform. Through our affiliated 501(c)(3), The eState Planning Foundation, they help expand access to estate planning education and resources for families who need guidance the most.
Every client served contributes to a broader mission: reducing financial confusion, minimizing unnecessary probate costs, and protecting generational wealth. Our advisors don’t just offer solutions — they educate, enlighten, and empower.
At ePIC, growth and impact go hand in hand. When our advisors succeed, communities become stronger, families become more prepared, and legacies become more secure.
Contact Us
Audwin Levasseur
Retirement Specialist
Frederick Levasseur, J.D., graduated from Columbia Law School in 2004 after earning his Bachelor of Science with High Honors from Rutgers University in 2001. He practiced law for more than a decade in the New York–New Jersey area, specializing in civil litigation, business law, real estate, and trusts and estates. His legal background provides a strong foundation for his work in wealth management, asset protection, and estate planning. Before becoming an independent wealth advisor, he gained valuable experience with New York Life Insurance Company and Family First Life, helping clients maximize and protect their wealth. Today, he serves clients throughout South Florida and beyond, offering personalized financial and estate planning solutions. A first-generation Haitian American, Mr. Levasseur is passionate about helping families build and preserve generational wealth.
Matt Hausman
Financial Advisor
Matt Hausman is the Founder and Principal Advisor of Old Security Group, an independent Registered Investment Advisory (RIA) firm committed to helping individuals and business owners build, protect, and preserve wealth through objective, fiduciary-based guidance. With more than 30 years of experience in investments, insurance, lending, cash flow management, and real estate, Matt takes a holistic approach to financial planning. He specializes in helping clients identify hidden financial inefficiencies and develop strategies that align with their long-term goals. A respected speaker and educator, Matt regularly presents on business planning, retirement strategies, and asset protection. Matt holds the Series 65 license, maintains Life and Health Insurance licenses in multiple states, and is a Member in Good Standing of the National Ethics Association.
Ruth Ladas
Financial Advisor & CEO
Ruth Ladas is an experienced Financial Advisor and independent business owner with over 20 years of serving clients in Southwest Florida and across the country. She specializes in helping individuals and families navigate retirement planning, income strategies, and long-term financial security. Ruth holds multiple securities licenses (Series 6, 7, 63, and 65), along with insurance, real estate, mortgage, and tax preparation credentials—allowing her to provide a comprehensive, well-rounded approach to financial planning. She has also earned certifications from the Corporation for Social Security Claiming Strategies, the International Foundation for Retirement Education, and The Institutes. Outside of her work, Ruth is dedicated to her family and brings a deeply personal understanding of the financial challenges many households face today.
Jerry Brown
CEO, Senior MP, CPPT
Jerry Brown is an independent wealth and life insurance advisor and the Founder, CEO, and Senior Managing Partner of Pinnacle Financial Group. Since 2009, he has helped individuals and families pursue financial clarity through education-focused planning and personalized guidance. Jerry holds Series 6, Life, Health, and Variable Insurance licenses and specializes in tax-free retirement strategies, Bank on Yourself financial concepts, wealth accumulation, lifetime income planning, asset protection, and estate and trust planning. He believes everyone deserves access to sound financial education, a personalized plan, and the opportunity to retire with dignity and independence. Jerry earned degrees in Legal Assistant studies, Business Administration & Management, and Public Administration from Nova Southeastern University. He is also a certified Public Pension Trustee and graduate of the FBI National Academy. Outside of work, Jerry enjoys biking, fishing, traveling, reading, and spending time with his family.
Hector Valdez
Investment Advisor
Hector Valdez is an Investment Advisor Representative with Financial Management Services of America (FMSA), helping individuals, families, and business owners protect, grow, and transfer wealth efficiently. As part of the Epic Trust educational team, Hector holds workshops on trust strategies. In addition Hector councils clients on asset protection, legacy planning, retirement income, investment design, annuities, life insurance, and tax-efficient wealth transfer. With more than a decade of prior experience as a software consultant, Hector brings a structured, educational, and solutions-focused approach to helping clients make confident financial decisions. He is based in Brownsville, Texas, and serves clients locally and nationwide.
Steven Pine
President/Founder
Steven Pine is a Tyler-based financial professional specializing in life insurance, annuities, and retirement planning. Since 2008, he has helped individuals and families create personalized strategies to build secure retirements, protect their assets, and preserve their legacy. Through thoughtful estate planning and client-focused guidance, Steven brings clarity and confidence to every stage of the financial journey.
Mark P. Cussen, CMFC
Owner | Financial Advisor
Mark is a financial professional with over 30 years of experience across investing, tax planning, insurance, and retirement strategies. As the founder of Cussen About Money, he helps clients maximize retirement income while minimizing taxes through practical, personalized strategies. His written work has been featured on platforms such as Investopedia, The Motley Fool, and The Balance.
Kyle A. Shenk, RICP®
Principal & Wealth Advisor
Kyle A. Shenk is an Investment Adviser Representative and co-founder of The Inspired Network, a Registered Investment Advisor. He works with individuals and families to bring clarity and coordination to their financial decisions by integrating estate planning, investment management, and risk protection into one cohesive strategy. Known for helping clients identify their “next best move,” Kyle focuses on simplifying complex financial decisions and reducing inefficiencies so clients can move forward with confidence. He holds a BS in Accounting from Susquehanna University, the RICP® designation, is Series 65 qualified, licensed in Life, Accident & Health Insurance, and is an Authorized IBC Practitioner.
Patrick Ginefra, CF2®
Founder and Certified Financial Fiduciary
Pat Ginefra, founder of MyLifeBroker, is a respected financial educator with more than 20 years of experience helping federal and private-sector employees plan for retirement. He specializes in retirement income planning, focusing on protecting principal and creating reliable income strategies that help clients avoid outliving their savings. Pat is also experienced in estate planning, helping retirees transfer assets efficiently while minimizing probate, taxes, and long-term care risks. As an independent advisor, he provides unbiased guidance with access to a wide range of financial solutions. Pat and his wife, Beth, live in Wilmington, Delaware, and work alongside their two sons in the family business. The Ginefra family is also active in promoting organ donation awareness through the Gift of Life Foundation.
Matt Sherman
Co-Founder/Co-Ownner
Matt is a Founder of Sherman Legacy Group and an independent retirement consultant with more than 30 years of experience helping individuals prepare for and navigate retirement. He specializes in retirement income planning and asset protection strategies designed to support long-term financial security. Matt is passionate about educating clients on key retirement decisions, including Social Security timing, Medicare guidance, long-term care planning, and strategies to address longevity risk. He earned his Communications degree from Brown Institute. Outside of work, Matt enjoys spending time with his wife, Carol, their family, and his grandson, Killian, as well as camping, boating, golf, music, church, and traveling.
Meagan Sherman
Co-Founder/Co-Ownner
Meagan Sherman supports office operations and client service at Sherman Legacy Group, helping coordinate client strategy, events, and appointments. She specializes in life insurance planning, annuities, Medicare options, and Social Security guidance, helping individuals and families navigate complex decisions with clarity. Licensed in multiple states, Meagan works with a network of highly rated insurance carriers to provide solutions tailored to each client’s needs. She holds a Bachelor’s degree in Molecular and Microbiology from the University of Central Florida’s College of Medicine. Outside of work, Meagan enjoys traveling, boating, exploring nature trails, and spending time with her son, Killian, and their dogs.
Reid Pierson
Investment Advisor
Reid Pierson is a Houston native and Financial Advisor who began his career in finance at just 19 years old. A graduate of Sam Houston State University with a BBA in Management, Reid provides comprehensive financial planning focused on business, estate, and retirement strategies. Driven by a passion for financial education, Reid’s mission is to “bring Wall Street to Main Street,” helping individuals and families make confident, informed decisions about their financial future. Guided by his core values — faith, family, finance, fitness, and fun — Reid is committed to building lasting relationships and long-term financial security for the clients he serves.
Jim Crump, CRMS
Founder/CEO
Jim Crump is the Founder and CEO of JCrump & Associates LLC, a tax-mitigation and retirement planning firm in LaGrange, Georgia. Since founding the firm in 2013, Jim has focused on helping individuals protect their assets, minimize taxes in retirement, and build secure financial legacies for future generations. A Millsaps College BBA graduate, Jim built a diverse corporate career in consulting, media management, technology sales, and commercial real estate data. His leadership roles included positions with Gray Communications (Gray Television), LexisNexis, and The CoStar Group, where he served as Regional Director of Sales. Today Jim works with clients in over 27 states, providing retirement and tax-efficient planning both in person and virtually. Jim and his wife Nancy live in LaGrange, Georgia, where they have raised their family and lived for over 25 years. They have four children and five grandchildren.
Terry Holman
Chief Executive & Investment Officer
Terry Holman is the Chief Executive and Chief Investment Officer of Zebulon Tax and Wealth Advisory, with more than 40 years of experience in financial advisory and investment management. Throughout his career, he has helped individuals and families navigate changing market conditions through disciplined portfolio strategies and long-term planning. His background includes leadership roles at major New York brokerage firms, along with expertise in risk management and wealth preservation. As a Professional Subscriber with Schwab, Terry brings deep industry knowledge and practical insight to every client relationship. At Zebulon, he leads the firm’s investment strategy, creating tailored plans that integrate tax efficiency, risk management, and long-term wealth objectives.
Michael Morera
President of My Estate Plan Made Easy
With over 25 years of experience, Michael helps investors manage their wealth, guiding them to discover their full potential and passions. Despite working with successful professionals, he observed many using ineffective strategies, which inspired him to continually learn and improve. In 2007, he earned the prestigious CMT designation to further enhance his expertise. Michael empowers others to improve their financial management skills while maintaining a passion for markets, music, sailing, and self-awareness.
Philip T. Purpura
Founder and CEO of Bridge Wealth Strategies
Philip is an Independent wealth and life insurance advisor, a Fee-Based Certified Financial Planner® with over 30 years of experience in corporate, retail, financial, and retirement planning. Guided by his core values of family first, building relationships, and providing purposeful financial guidance, he develops strategies tailored to each client’s goals, circumstances, and risk tolerance. A graduate of Adelphi University with a BS degree, Philip holds the CFP® designation and Series 65 registration. He has served on boards for organizations supporting people with disabilities and learning challenges and has advised high-net-worth clients and their families. In his free time, he enjoys golfing, fishing, traveling, reading, and spending time with his wife Judy, two children, and three grandchildren.
Timothy Robertson, RFC, CRC®
Financial Advisor of The Financial Center, LLC
Tim Robertson is driven by his faith, work ethic, and desire to make a difference in people’s lives. After several years as a mortgage banker, he joined his father, David, as a financial advisor at The Financial Center, where he helps clients build intergenerational wealth and provides a full spectrum of retirement and estate planning services. Licensed with Series 7 and 66, he advises on investments, life/health insurance, annuities, and long-term care, and uses digital tools like eStatePlan™ to give clients control, efficiency, and peace of mind over their estate plans. A lifelong Michiganian, Tim is an outdoor sportsman, a University of Detroit lacrosse alumnus, a National Parks advocate, and enjoys travel and family time, believing estate planning is for everyone, not just millionaires.
Raj Atwal
Founder of Atwal Estate Planning
Raj Atwal, owner of Atwal Estate Planning in Fresno, California, has spent over 20 years helping clients protect their wealth, ensure guaranteed lifetime income, and plan for legacy transfer. Partnering with industry experts with 250+ years of combined experience, he focuses on ethical tax mitigation, estate structuring, and addressing seniors’ top financial concern—running out of money in retirement. Raj prioritizes clients’ needs, helping them safeguard their nest eggs, secure their children’s future, and enjoy a higher quality of life with financial confidence and peace of mind.
Shane Bogardus
Owner of WATCHTOWER Financial, Insurance & Trusts
Shane Bogardus, owner of WATCHTOWER Financial, Insurance & Trusts in Austin, Texas, brings over 25 years of experience helping entrepreneurs and families achieve financial success. Since 2015, he has focused on guiding state employees and military veterans nationwide with government pensions, retirement planning, estate strategies, and wealth preservation, combining a client-first mindset with clear, thoughtful planning. Committed to service, integrity, and family, Shane lives in Austin with his wife, Irene, and their two sons, one at college and one at West Point, reflecting the values that drive both his life and work.
J. Dixon Cummings
President & Founder J.D. Cummings Partners
J. Dixon Cummings, founder and owner of JD CUMMINGS PARTNERS in Austin, Texas, has 34 years of experience in financial services, estate planning, and retirement strategies. He helps families build security and ensure smooth wealth succession by combining practical estate planning, asset protection, and digital tools with one‑on‑one guidance and a network of attorneys. Dixon’s background includes IBM business experience and commercial real estate, and he is a proud father of four and grandfather of nine.
Joel Braschler
Founder of Reform Financial Group
Joel Braschler is a Certified Medicare Insurance Professional and Social Security Advisor with over 20 years of experience in the financial industry, specializing in wealth and retirement preservation. Originally from Chicago and now based in the Tampa Bay Area, he was the first independent agent to work directly with Walmart to help reduce employees’ group disability costs. Joel works closely with accountants, attorneys, and financial planners to create customized, comprehensive financial and estate plans, and holds the IRMMA Certified Planner designation. He lives in Wesley Chapel, Florida, with his wife, Marisa, and remains actively involved in his community.
Justin Faunce
Founder of Lifestream Income
Justin Faunce has worked in the financial industry for 24 years, gaining experience in annuity distribution, retirement income planning, and working with financial advisors across the U.S. As a seasoned Vice President of Annuity Distribution, he is passionate about helping families secure their retirement money and create lifetime income solutions. In addition to leading successful annuity strategies, he has been instrumental in indirectly moving $200M annually over the last 15 years. Outside of the office, Justin enjoys hiking in the North Carolina mountains, spending time on the water fishing or wake surfing, and tracking high-performance sports cars.
Dennis Lincoln
Senior Benefits Advisor of Lincoln Estate & Wealth Management
Dennis Lincoln is a dedicated Health and Life Insurance professional with over a decade of experience, specializing in Medicare Advisory services, Final Expense, Annuities, and Group/Individual health supplements. Licensed since 2009, he has helped numerous families achieve their health, retirement, and financial goals. A proud United States Navy Veteran, Dennis brings a commitment to service and excellence to his work, staying actively involved in his local Chamber of Commerce to connect with and contribute to his community. His approach focuses on providing personalized, reliable insurance solutions tailored to each client’s unique needs, whether planning for the future with annuities or securing peace of mind with final expense coverage.
Patricia Gudino
Owner of RyBeck Financial Solutions
Patricia is a dedicated professional in the life insurance and estate planning industry, committed to helping families secure their futures and protect their hard-earned assets. Since beginning her journey in life insurance in 2015, she has worked tirelessly to provide families with tools for peace of mind, and in 2022, she expanded her focus to include Revocable Living Trusts, empowering families to safeguard their legacies. A passionate educator, Patricia loves teaching families about asset protection and ensuring their loved ones are cared for. When not working, she enjoys spending quality time with her family, her children, her grandchildren and her fur babies. Yosemite National Park, close to her heart, serves as a source of inspiration and joy, and she finds fulfillment in creating memories with her loved ones and supporting the people she cares for.
Robert Laughlin, CEP®, AIF®
President/Owner of Freedom Resource Group
Bob Laughlin, a UC Davis graduate, began his career in education and high-tech sales before transitioning into financial services in 2000. Now a Certified Estate Planner and Accredited Investment Fiduciary, he specializes in retirement, estate planning, and wealth management, helping clients make confident financial decisions as they approach or enter retirement. Bob lives in Northern California with his wife, Barbra, and enjoys golf, tennis, and time near the Sierra Foothills.
Leslie Boyden
LE Financial & Estate Planning
Leslie is dedicated to helping retirees and pre-retirees overcome the anxiety associated with retirement by providing security, consistency, and predictability in their income, regardless of stock market fluctuations. Inspired by the impact she witnessed during the 2008 financial crisis, she is passionate about making a positive difference in her community and for families nationwide. As a financial professional, Leslie brings extensive knowledge in retirement income planning, wealth optimization, and preservation, helping clients plan for lifetime income while minimizing taxes and mitigating market risks. Her personalized approach has fueled significant growth for her firm, largely through referrals from satisfied clients.
Allen Warchol
President of Ascension Group
Allen Edward Warchol graduated from the University of North Texas in 1999 with a bachelor’s degree in Finance and has spent 24 years in the financial services industry. He previously worked in the high-net-worth division at Bank of America, gaining experience in retirement income growth, tax efficiency, income planning, and wealth and estate planning. As President and Founder of The Ascension Group, Allen helps families and business owners grow, protect, and preserve their wealth through estate planning, tax mitigation, and financial growth strategies. He takes a consultative approach, addressing clients’ most pressing needs with the support of specialized experts. Allen enjoys CrossFit, golf, travel, and time with his wife Carmina and their two daughters, Juliana and Marisa.
Mike Ward
Vice President of Ascension Group
Mike Ward graduated from the University of North Texas in 1997 with a degree in Strategic Management and Marketing and has 25 years of experience in the financial services industry. As Vice President of The Ascension Group, he works alongside a team of estate and trust attorneys, tax strategists, and high-net-worth planning experts to provide estate planning, tax mitigation, and wealth accumulation strategies. Mike takes a consultative approach, identifying clients’ top priorities and coordinating specialized solutions to help them achieve their financial goals. He enjoys traveling, playing golf and tennis, and helping people reach their dreams.
Barry Goldwater
Owner | Principal of Goldwater Financial Group
Barry Goldwater is the Founder and Principal of Goldwater Financial Group, an insurance advisory firm committed to helping families and businesses build wealth and protect their assets. Known for his integrity, financial insight, and dedication to client success, Barry brings decades of experience in delivering thoughtful, personalized planning strategies. Outside of his professional work, Barry and his wife of over 30 years enjoy a rich family life, especially spending time with their 9-year-old gymnast granddaughter and one-year-old grandson. He is also an avid bird watcher who finds peace in observing red-tailed hawks and owls, and he volunteers at a homeless shelter in Boston, reflecting his deep commitment to community service and helping others thrive in every area of life.
Terry Register
President of Capsur Tax and Estate Planning
Terry Register is the Founder and President of Capsur Insurance Agency LLC, bringing over 43 years of experience in insurance and financial services. A former “Rookie of the Year” at Fidelity Union and top ten producer with American Defender Life, he achieved 20 consecutive years in the Million Dollar Round Table (MDRT) and became one of its youngest Life Members. Terry built Capsur to provide premier insurance solutions and strong sales support to independent producers nationwide. He is also active in community and global outreach efforts and is based in Raleigh, North Carolina, leading with his philosophy of “association with independence.”
Dave Duran
Founder of The Duran Group
David Duran brings over 20 years of experience in the finance and medical fields. A University of Southern California graduate with a degree in Business Administration (Marketing emphasis), he now serves as National Sales Director at Americhoice Financial Group. Previously an Agency Mentor, he specialized in agent training, onboarding, and sales development. David is passionate about mentoring others, strengthening communication, and driving performance. He is also a devoted husband, father, grandfather, and avid golfer.
Mehran Rad
President of R&AP Financial
Mehran Rad is an Investment Advisor Representative dedicated to helping retirees and those nearing retirement navigate financial planning with clarity and confidence. With over 20 years in the financial services industry and a background in real estate investment, Mehran is known for his strategic, personalized approach to retirement income, tax minimization, investment management, and estate planning. A Fiduciary and Guilford College graduate, he holds the NASD Series 65 and multiple insurance licenses. Originally from Chapel Hill, NC, Mehran is a proud Tar Heels fan and former collegiate soccer player. He enjoys hiking, golf, and time with his family—especially supporting his three sons, all of whom have played professional soccer.
Denny Artache
President/CEO of Artache Financial Group
Denny Artache is a Financial Retirement Planner with over 30 years of experience, known for his personalized, education-focused approach to helping individuals and families achieve financial clarity and confidence. A licensed fiduciary holding Series 7, 66, Life, Health, and Variable Insurance licenses, he provides comprehensive retirement and income planning and partners with the School District of Palm Beach County to mentor employees and students on financial literacy. A U.S. Army veteran and former professional musician with Iron Butterfly, Denny is also the author of Thoughts to Live By, a contributor to Kiplinger, and host of The Denny Artache Show, all reflecting his commitment to guiding clients toward lasting financial peace of mind and success.
Jerry Lehman
President of Health Insurance Advisor & Wealth Management
Jerry Lehman is a dedicated health insurance advisor and retired veteran committed to helping individuals and families access high-quality health and wellness services. As the founder of Health Insurance Advisor and Wealth Management, he has led the agency since 1996 with a mission to provide affordable, customized insurance solutions. Serving clients across 12 states, including Illinois, Ohio, and Georgia, Jerry and his team of state-licensed professionals specialize in both ACA-compliant and private health insurance plans. With decades of combined industry experience, they offer clear guidance and long-term support tailored to each client’s needs. Jerry’s background in service and leadership fuels his passion for building lasting relationships and delivering peace of mind through trusted coverage.
Jim Wright
Owner of Z&J Insurance
Jim Wright has over 20 years of experience in the insurance industry, serving clients across 14 states and helping them navigate complex coverage and financial planning needs. A Missouri Western State University graduate, he is passionate about educating clients to make informed decisions and tailoring solutions to their unique situations. Based in Columbia with his wife Chimene and two children, Zach and Jacob, Jim enjoys spending time with family, giving back to the community, and building trusted, lasting relationships with the clients he serves.
Patrick Cotter
Founder of Cotter Financial Group, LLC
Mike Ward graduated from the University of North Texas in 1997 with a degree in Strategic Management and Marketing and has 25 years of experience in the financial services industry. As Vice President of The Ascension Group, he works alongside a team of estate and trust attorneys, tax strategists, and high-net-worth planning experts to provide estate planning, tax mitigation, and wealth accumulation strategies. Mike takes a consultative approach, identifying clients’ top priorities and coordinating specialized solutions to help them achieve their financial goals. He enjoys traveling, playing golf and tennis, and helping people reach their dreams.
Daniel Soto
Retirement and Legacy Strategist of Generational Wealth Concepts
Daniel Soto is a retired chiropractor, husband, and father of three. After building and selling a multimillion-dollar practice, he achieved true financial independence through strategic planning and disciplined wealth-building. Over the years, he has utilized privatized banking strategies and structured whole life insurance to grow wealth securely, access capital on his own terms, and protect his family’s future. Today, he helps clients safeguard income and assets, create guaranteed lifetime paychecks, and design estate plans that preserve legacies tax-efficiently. His mission is to develop personalized financial strategies that strengthen independence today while protecting what clients have built for future generations. Outside of work, Daniel enjoys spending time with his family, golfing, walking, and playing soccer with his kids.
Rebecca Irey
Founder of Blue Skye Financial
Rebecca is the heart behind Blue Skye. With over 25 years of experience, she’s helped thousands of families and entrepreneurs move from dependence to true financial independence. Her specialty is tax-free retirement and legacy wealth. Rebecca’s leadership is grounded in values, education, and a belief that everyone deserves a personalized path to prosperity.
Jon Bowles
Financial Consultant of JLB Financial, Inc.
Jon Bowles is a Financial Consultant based in Southern California with 28 years of experience helping clients plan for retirement, manage risk, and implement tax-efficient strategies. A UCLA graduate, he began his career with Morgan Stanley Dean Witter, later serving at Citi Personal Wealth Management and NettWorth Financial Group before establishing his own independent practice. He works with individuals, families, and businesses to create holistic financial plans that prioritize capital preservation and long-term goals. Jon holds Series 63 and 65 securities registrations and a California Insurance License (#0C88392), and is committed to providing personalized, client-focused guidance every step of the way.
Mark Santelman, CTBA
Founder of Legacy Map Planners
Mark Santelman, a Certified Tax Business Advisor (CTBA), helps individuals, families, and business owners plan confidently for their financial futures. He specializes in estate planning, tax-sensitive strategies, retirement readiness, and business succession, working closely with attorneys and other professionals to protect assets, minimize taxes, and preserve legacies. Known for his integrity and client-focused approach, Mark provides clear, personalized guidance, educating clients to make informed decisions and achieve long-term financial security and peace of mind.
Blair Griffin
Owner of G&L Smart Plans
With more than 21 years of experience as an insurance and financial professional, Blair Griffin specializes in helping individuals and families protect their assets and build long-term financial confidence. A graduate of the University of Tennessee, Blair brings a thoughtful, client-centered approach to every stage of the retirement planning process. At G+L Smart Plans, he combines his extensive industry knowledge with the expertise of trusted partners who offer decades of retirement planning insight. This collaborative approach ensures that each client receives a clear, simple, and secure strategy that keeps their retirement firmly under their control. Blair’s passion is helping people gain clarity, avoid unnecessary risks, and create retirement strategies that truly support their long-term goals.
Angelica Roxas
Fiduciary Advisor of Strategic Asset Preservation, Inc.
Angelica Roxas is a Certified Tax Advisor, Fiduciary Financial Advisor, and Founder of Strategic Asset Preservation, Inc., doing business as South Bay Tax Solutions. With over 20 years of experience, she specializes in advanced tax planning, sustainable retirement income strategies, and well-structured estate plans designed to protect long-term wealth. Recognized by Forbes and The Wall Street Journal, Angelica is known for her strong technical expertise, direct guidance, and ability to bring clarity and confidence to complex financial decisions. She leads a high-performance, team-based practice delivering integrated tax, wealth, and business advisory solutions for individuals and families.
Cody Fagan
CEO of Prometheus Financial Services
Cody N. Fagan is an entrepreneur and financial advisor with over 20 years of leadership experience spanning business, public service, and financial services. Known for his disciplined, values-driven approach, Cody helps individuals, families, and businesses plan with clarity and confidence. After early success as a business owner and later serving as Fire Chief, Cody transitioned into financial services, advising clients through Northwestern Mutual and MassMutual. In 2024, he founded Prometheus Financial Services, where he specializes in estate planning strategies, life insurance, and annuities—delivering straightforward guidance grounded in integrity and long-term thinking.
Mike Sloan
Investment Advisor of Mike Sloan, CRPC
With over 25 years of experience, Michael helps investors manage their wealth, guiding them to discover their full potential and passions. Despite working with successful professionals, he observed many using ineffective strategies, which inspired him to continually learn and improve. In 2007, he earned the prestigious CMT designation to further enhance his expertise. Michael empowers others to improve their financial management skills while maintaining a passion for markets, music, sailing, and self-awareness.
Rick Petrell, MBA, CIMA®
Partner of Strategic Wealth Advisors
Richard S. Petrell, CIMA® is an Investment Advisor with Strategic Wealth Advisors, bringing more than 35 years of experience helping individuals and families build, preserve, and transition their wealth. Working in a fiduciary capacity, Rick designs personalized, comprehensive wealth management strategies focused on long-term security and retirement confidence. His expertise includes retirement income planning, Social Security optimization, estate planning coordination, and portfolio preservation. Having guided clients through multiple market cycles and economic challenges, Rick is known for his steady leadership, disciplined investment approach, and commitment to helping clients achieve lasting financial security and the retirement they deserve.
Liam Thurman
Retired RFC, Best Selling Author & Speaker of Legacy Consultants, LLC
Liam Thurman is a financial advisor, bestselling author, and nationally recognized coach with more than 30 years of experience in the financial services industry. As CEO of Legacy Consultants LLC, he coaches over 7,500 financial agents weekly and is known for his practical, execution-focused approach to growth. A former top producer, international speaker, and founder of the Making the Difference Foundation, Liam is also the creator of the Babe Ruth Bucket System and author of The Closer’s Edge and the Babe Ruth Bucket series.
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