Top 20 Community Contributors

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Who are the experts that are here to help you?

Certified & Licensed CFP's, CPA's, CFA's and Insurance Agents
* Active Members of Accredited Associations
* Average 15 years of Experience
* Experts in Specialized fields as well as Multiple Industries
* Unbiased and Work Independently to Help you.

Charles Stanley
Charles Stanley is an author, educator, speaker and Wealth Manager with Capital Financial Advisors, LLC. He regularly presents continuing education for Attorneys (MCLE) and CPAs (CPE) in areas where law and finance intersect. He has done significant work in the area of fiduciary investing under the Uniform Prudent Investor Act.


Beau Wolinsky
K.C. Capital Management is an investment advisory services firm that specializes in IRA’s, 401k Rollovers, and Life and Annuity products. As an independent investment advisor representative my fiduciary duty is to the client. This means that my goals are alligned precisely with your goals, which serves to make sure that all product...


Peter Merrick
Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI is the President of MerrickWealth.com. Since the early 1990s, Peter has had an active career in the financial planning, investment, risk management, estate, and business succession planning, cross boarder planning and executive benefit and pension fields. He has been retained for his expert...


Barry Fine
Barry M. Fine has spent his career serving the complex financial needs of business owners, high net worth individuals and families as a financial planner and private wealth advisor. He specializes in offering small to mid-sized companies’ employee benefits for retirement, health & welfare, and risk management. Mr. Fine develops, im...


Barry Walter
Certified Senior Advisor licensed in South Carolina, North Carolina and Georgia.

Previously employed by The National Broadcasting Corporation, I worked on The Today Show and The Huntley Brinkley Report on the creative as well as the business side. After 10 years, I left to open two successful companies, Ampersand Productions &...


Norm Trainor
Norm Trainor is the founder and CEO of The Covenant Group. He is an international speaker, the author of the best-selling book, The 8 Best Practices of High-Performing Salespeople, and a consultant to organizations around the world.

In 1975, Norm was selected by Wilson Learning Corporation to set up and organize Wilson Learnin...


Jerry Crutchley, and Nancy Coveleskie
Enter a personal or business bio here....


Wayne Sutton
If you're like most seniors nearing, or already enjoying retirement, you probably have concerns about your retirement finances, including: * Growing and preserving your money. * Generating an income that lasts as long as you do. * Transferring your assets to the next generation as effectively as possible. * Prot...


Kevin Coffey
Kevin Coffey is the founder and president of Complete Spectrum Financial Services, Inc. He built this company on old fashion values when customer satisfaction and service meant more than making money or increasing a company’s stock price. This is evidenced by their perfect record with the Better Business Bureau as they have a perfe...


Lisa Cintron
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Advisor World
Advisor World has been the financial services industry for years. ...


Phillip Alfonso
Provide Financial Solutions...to include Insurance, Annuities, Real Estate Lending, Merchant Services.......


William Kanter
Bill Kanter has been an attorney and retirement planning specialist in the Chicago area for over 15 years. He earned his joint J.D., M.B.A. from DePaul University College of Law and Graduate School of Business in 1989. He concentrates his practice in estate planning, elder law, financial planning and retirement planning. Bill has de...


Stan Casillo
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Professional Qualifications
* Member of...


Rich Strehl
Rich Strehl is a well known financial advisor serving the Greater Brandon Florida area. He is skilled in helping his retiree and pre-retiree clients efficiently plan their financial futures. Rich shuns the traditional “cookie-cutter” approach to financial planning, and instead utilizes his experience and know-how to develop optim...


Michael Ubben
Michael's passion is to assist clients in making wise investment decisions with their money. Seeing his clients succeed is his definition of success. With a strong financial background he is able to think outside the box when designing legacies for his clients. Michael recently earned his MBA degree, is Series 7 registered, and life ...


Eric S. Tom, Adam T. Hurd, Russell Donath
BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND...



Scott Whittemore, CFP®
Scott is a CERTIFIED FINANCIAL PLANNER™ professional, Charter Retirement Planning Specialist and a Licensed Life Insurance Agent, California State Insurance Department. Scott is also a Registered Investment Advisor with JW Financial Advisors LLC and has Series 7 and 66 equity licenses. Scott began his financial career in 1980 as ...


Justin E Garrison Jr
Justin E. ( Gary ) Garrison, Jr., is a well-known financial educator in the central Arkansas area. Little Rock Monthly profiled him as having "one of the largest annuity practices in Arkansas ." Over the years, Gary has counseled thousands of Arkansas seniors. Retirees from many major employers, including AT&T, Baptist Health, Farmer...


Tom J. Gober, CLU
* Chartered Life Underwriter (CLU) * Life and qualifying member of the Million Dollar Round Table (MDRT) * 30 years experience - Developing Life Insurance Portfolios - Developing funding for business planning (key employee, Buy/Sell, etc.) - Developing Estate Conservation Planning - Developing Pension Planning Pr...