Carol Alexander
Executive Vice President
Retirement Investment Advisors, Inc.

Oklahoma City, OK
Work Phone: 405-842-3443
Work Email: carol@theretirementpath.com

Tino Arvanetes
Vice President
US Bank

Milwaukee, WI

Joeseph Badessa
Managing Partner
JBL Financial

Naples, FL
Work Phone: 239-302-6552
Work Email: joe@jbl-financial.com

Michael Batsell
Vice President – Western Sales
Individual Commercial Brokerage

Austin, TX
Work Phone: 512-260-0051
Work Email: mickeybatsell@mickeybatsell.com

Amber Bombek
Director of Operations
Vertex Planning Partners

Downers Grove, IL

Chris Boyd

Senior Vice President

Wealth Enhancement Group

Cape Cod, MA

Brain Byars
Founder & President
Advanced Retirement Planning LLC

Covington, GA

Lee Courtright
Financial Professional

Holly Donaldson
Founder
Holly Donaldson Financial Planning, LLC

St. Petersburg, FL
Work Phone: 813-781-8040
Work Email: holly@hollypdonaldson.com

Diane Esser
Founder & Financial Planner
Direction Financial Management, LLC

Germantown, WI
Work Phone: 414-333-3396
Work Email: diane@directionforyou.com

Sara Fisette
Vice President & Trust Officer
Cedar Rapids Bank & Trust

Cedar Rapids, IA

Barry Fisher
Principal
Ice Floe Consulting

Paso Robles, CA

Lisa Fitzpatrick
Branch Operations Manager
Foxen Financial

Hinsdale, IL

Brian Fleming
Infinite Banking Practitioner
Financial Fortress Builders

Milwaukee, WI

Rosalynn Harvey

Asheville, NC

Michael Haubrich
Founder & President
Financial Service Group

Mt. Pleasant, WI

Maureen James
Director of Financial Planning
Vertex Planning Partners

Downers Grove, IL

Steve Jefferys
Principal
Arch Financial Advisors

Bethesda, MD

Veronica Jolliff
Senior Vice President
Regal Securities, Inc.

Ft. Myers, FL

Janet Kratz
President
Janco Wealth Management

Milwaukee, WI

Anne Maire Levin
Director of Family Wealth Consulting
Key Bank

Wilmington, DE

Scott Little
Vice President
Berkshire Money Management, Inc.

Dalton, MA

Jeanne Mraz
Wealth Manager
SVA Plumb Financial

Madison, WI

Scott Neal
President and Senior Advisor

D. Scott Neal Inc.

Louisville, KY

Jerome Neary III
Financial Consultant
SVA Plumb Financial

Brookfield, WI

Margaret O’Leary
Director
Sterling Capital Management, LLC

Madison, CT

Thomas Patricca
President
TLP Financial Services, Inc.

Estero, FL

Amy Pucci
Director of Client Relations and Engagements
Tull Financial Group

Chesapeake, VA

Jacqueline Riorden
Fiduciary Officer
ESL Trust Services, LLC

Rochester, NY

Bill Schmick
Managing Director
Berkshire Money Management

Dalton, MA

James Silbernagel
President
Silbernagel Group

Kewauskum, WI

Ken Sparks
VP – Financial Advisor
Morgan Stanley

Seattle, WA

David Talbot
Financial Planner
Silbernagel Group

Kewauskum, WI

Joseph Welsh
Financial Service Professional
Levin Financial Group (MassMutual)

Katelyn Whalen
Associate Director
Sterling Capital Management, LLC

Christian Yoss
Head of Investment Management Advocates
United Capital