Ed is passionate about helping people worry less about money through well-thought-out financial strategies for retirement. Growing up, Ed was

Eric Edwards is a dedicated educator with over 20 years of experience in investing, retirement, and income planning. He is widely recognized as a

Lizz Milardo has over 25 years of experience in financial services. She prides herself on being collaborative, approachable, and a trusted fiduci

Matt Balsbaugh was born and raised in Mid Michigan and has been with Lori, his high school sweetheart for over 40 years. They are very proud of t

Ask Marques Miles what he is most passionate about, and he will answer with a single but powerful word: people.  "The thing that makes

Scott McGimpsey's trajectory in the financial services industry is both unique and remarkable. The youngest of nine children, born in workin

Tim Sullivan, NSSA®, ChFEBC, and FRC is a nationally recognized Financial Educataion, Author, Retirement Planner, Federal Employee Retirement

Junko Rivka Horvath is a CEO of Fujiyama Wealth Management in Atlanta, Georgia. She is a CERTIFIED FINANCIAL PLANNER and Certified Financial Tran

Lynne Powers is the founder of netWorth Partners.  Lynne entered the financial services industry in 2010 after discovering the desire to sha

Steven has over 20 years of experience as a trusted advisor for his clients on how to best plan financially to achieve their goals. He utilizes a