Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners, a registered investment advi

Paul is a Senior Wealth Advisor and Managing Partner who joined our team after a successful career as founder of Capital Advisory Group, Inc.

In the realm of financial education, Tory shines as a dedicated leader with over a decade of experience in the financial services industry. As th

Jesse Mays has over 16 years of experience in the retirement planning and insurance industries. He focuses on providing specific trainings and se

Michael Perna serves as President of First Choice Financial Services, LLC and First Choice Insurance Agency, Inc. With years of experience in the

Jeremy Frazie grew up in Minford, Ohio, where the values of hard work, integrity, and community shaped his life. A proud graduate of Marshall Uni

Jason Cillo is the founder of Cillo Wealth Management & Tax, where he provides personalized retirement and tax planning strategies to help in

Gary was born in Brooklyn, New York.  He attended Midwood High School’s Medical Science Institute. Then, he went to S.U.N.Y. B

Paul Compeau, CFP® is a Certified Financial Planner™ professional and the Founding Partner of BridgeWise Financial Partners. With over