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.​

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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.

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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.

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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.

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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.

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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.​

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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.​

John Kennedy

Founder of Kennedy Wealth Strategies

John Kennedy is a seasoned professional with a background in project management, construction, and wealth strategy. After serving in the U.S. Marine Corps, he worked in key roles at WM T Spaeder Corporation and Project and Construction Services, Inc., overseeing over $2 billion in major projects. In 2008, he founded Kennedy Partners, LLC, and in 2013, Kennedy Wealth Strategies, Inc., where he helps clients grow, protect, and transfer wealth through estate planning and investment strategies. Outside of work, John is a devoted husband to his wife, Jennifer, and father to three children—Kaelan (13), Grady (12), and Keegan (12). The family enjoys “Friday Night Lights” during football season, along with pets like a Sulcata tortoise named Flash, a ball python named Rexy, and chickens called the “Kennedy Kluckers.”

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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.​

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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.”

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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.​

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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.

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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.

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Patrick Cotter

Founder of Cotter Financial Group, LLC

Patrick Cotter earned a BS in Business Administration from the University of Florida and the RICP® designation from The American College of Financial Services. With over 25 years in investment banking and wealth management—including leadership roles at SunTrust (Truist), Marsh McLennan, The Hartford, and Pacific Life—he retired in 2024 to focus on helping clients achieve stress-free retirements. Licensed in Florida for Life, Health, and Annuities and holding FINRA Series 6, 7, 24, 63, and 65, Patrick lives with his wife Jackie and their two daughters, sharing a love of fitness, travel, and animals.

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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.​

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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.

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Mike Esperas

Founder & Principal of LegacyPoint Insurance Agency

Mike Esperas is a financial professional with over 20 years of experience, specializing in life insurance, retirement income, and estate planning. As a Licensed Life Insurance Producer with LegacyPoint Insurance Agency, he helps families protect assets, build reliable income strategies, and preserve their legacy through clear, personalized guidance. Based in Anaheim Hills, CA, Mike is active in his community and enjoys exploring Joshua Tree with his wife, Vanesa, and their children, Zoey and Kaden.

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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.

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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.

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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. 

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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.

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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.

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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.​

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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.

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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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Diane Brewer, RFC® CFF®

Certified Financial Fiduciary® and Registered Financial Consultant®​

With over 30 years of experience, Diane helps individuals, families, and business owners build and protect their wealth through comprehensive financial planning. In 1995, she founded Abundance Asset Management Group to provide personalized investment management, retirement income planning, insurance, and estate planning services. Diane has been featured on KEYT 3 TV and other media outlets, and she is licensed in six states. She holds her Series 65 and has passed the Series 7, 6, and 63 exams, bringing decades of knowledge and leadership to the clients she serves.

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