The most critical stretch of your investment lifetime is retirement
You can’t save and invest for your non-working years the same way
you did when you were 25. That’s why, when you want to begin planning
for this phase of your life, you turn to the experts.
America’s Retirement Experts provide the skills and experience to design
the correct strategies for you to get the most from your later years.
As seen in Kiplinger's
RETIREMENT PLANNING 2020
Your Guide to a Secure Retirement:
DAVE LOSKILL, ARIZONA Dave Loskill is recognized as an expert in retirement planning, is one of only 15% of advisors that is a Social Security expert, and has assisted hundreds of families with their complete retirement income planning goals. He assists other advisors around the country to improve their practices, and is a member of the renowned Advisory Council. He and his wife GayLynn have owned and operated several successful businesses, and have built their practice into what is now a nationally ranked, full-service, retirement planning advisory firm.
GAYLYNN LOSKILL, ARIZONA GayLynn Loskill is an expert on Medicare benefits and in helping Arizonans manage money into their retirements. She obtained her C.P.A. license and worked in the public accounting field for 10 years, specializing in audit and financial accounting, before getting her securities and life insurance licensing. With a B.S. degree in Business Administration/ Accounting from Arizona State University, GayLynn has helped her husband Dave build their practice into a nationally top-producing firm.
Investment advisory services provided through Tucker Asset Management, LLC, a registered investment advisor. Loskill Financial Group is independent of Tucker Asset Management.
VIVIEN ADAO, CALIFORNIA As a financial professional since 2002, Vivien has extensive knowledge of the products available, as well as the expertise on how to use them to provide maximum benefit and protection to the clients she serves. She is an Infinite Banking Concept Authorized Practitioner and a Retirement Income Planning Specialist.
PAUL IVANOFF, CALIFORNIA “I’ve been honored to visit with more than 5,000 families in over 38 years,” said Paul Ivanoff. “Many were ready for retirement, but their portfolios were not ready to provide income for a retirement that could last up to 30 years. I worked to help them bridge this gap. I find gratification in having helped protect over 2,000 clients from the nursing home, government taxation, market volatility and low bank yields.”
TRAVIS IVANOFF*, CALIFORNIA Travis grew up in the retirement planning business, following Paul Ivanoff ’s footsteps and studying his father’s best practices. He owns a Series 65 certification and has been licensed in the insurance industry for 13 years. He has helped hundreds of clients reach a safe, secure retirement, as well as provide a legacy for future generations. Travis obtained his bachelor’s from the University of Cal State Fullerton in 2012.
Investment advisory services provided through Tucker Asset Management, LLC, a registered investment advisor. Ivanoff Advisors is independent of Tucker Asset Management.
TOM SAVINO*, CALIFORNIA Thomas W. Savino, MBA, is an Investment Advisor Representative, Certified Kingdom Advisor, Certified Long-Term Care Planner and President of a full-service wealth management firm. Thomas looks at each client’s total financial picture, evaluates current risk and proposes a strategic income plan to direct them throughout their retirement years. He firmly believes in the three-pronged strategy of protecting assets, managing risk and providing lifetime income.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Savino Advisory Group is independent of Tucker Asset Management.
ANTOINE DUCROS, COLORADO Antoine DuCros is a Certified Financial Fiduciary and has been working in the financial services industry since 1978. With 40 years of experience in the industry, Antoine specializes in guiding seniors and others on the financial tools available to them and how to prepare for their retirement.
DARREN PETTY, RICP*, COLORADO
Darren Petty serves as President of Tucker Financial in Denver, Colorado. His holistic practice is helping people retire younger, healthier and happier. Darren has earned the designation of Retirement Income Certified Professional (RICP®) and is currently enrolled as a CFP® candidate at Northwestern University.
Investment advisory services provided through Tucker Asset Management, LLC,
a registered investment advisor.
KARLAN TUCKER*, COLORADO
It has been Karlan Tucker’s privilege to serve more than 5,000 retirees over the past 38 years. Many were not financially positioned for a retirement of 20-30 years, so he designed plans for them that protected their savings, preserved their standard of living and provided secured monthly income. He is the Founder/CEO of five firms in the Tucker Financial Group with more than $4 billion in assets under advisement.
Investment advisory services provided through Tucker Asset Management, LLC,
a registered investment advisor.
KEN TUMOLO, CONNECTICUT Ken Tumolo possesses a long-held passion for helping clients attain financial security as they plan for their retirement, because he has always believed that everyone deserves a secure and independent retirement. Ken is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 66 license, as well as Life, Health, and Long-Term Care licenses. Ken’s retirement planning methodology helps all the “pieces” fall in place – the estate planning, tax planning and the investment portfolio segment.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Tumolo Financial is independent of Tucker Asset Management.
ALAN BUSCH, FLORIDA Alan, a 41-year veteran of the financial services industry, is now serving the grandchildren of his clients as a Safe Money Retirement Income Strategist. A native of Michigan, he and his beautiful wife Sue enjoy living in Pinellas County, and are actively involved in their church community. Alan, along with his team at Smarter Retirement Solutions, specializes in serving federal employees. They host Federal Retirement Training across the U.S., helping families maximize income in retirement.
JOHN RIPLEY, FLORIDA John served as a United States Marine Officer and is honored to be an Investment Advisor Representative at Smarter Retirement Solutions. As a nationally recognized and sought-after seminar speaker, John shares a message of hope in a fun and compelling way. He and his beautiful wife Stacey stay active with five college-aged children. A proud sponsor of Federal Retirement Training around the U.S., John empowers federal employees to maximize their benefits and live their retirement dreams.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Smarter Retirement Solutions is independent of Tucker Asset Management.
ANDREW ELISON*, IDAHO Andrew Elison was born and raised in eastern Idaho, just outside of the Blackfoot area. He has been married for 35 years, has six children and, at this time, eight grandchildren. For the past 28 years, he has been helping people reach their financial dreams and desires. Andrew believes there are great tools and opportunities out there to help people to still reach their dreams.
JOHN O'CONNOR, ILLINOIS John O’Connor has been assisting seniors, business professionals and self-employed people for over 25 years to protect their assets and invest wisely. John has also trained numerous colleagues on insurance products and retirement investing throughout Illinois.
ROBERT ANGLIN, LOUISIANA With over 47 years of experience, Robert’s ability to assist clients spans a diversified business background, including oil and gas, manufacturing, contract labor, real estate, and financial services. As a financial consultant, he enjoys helping business and family clients meet the variety of needs they face, especially retirement income planning. With an MBA and AIF, Robert’s knowledge helps him identify investment and protection needs that people encounter. He maintains Series 6, 7, 63, and 66 licenses.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. GBT Investment Advisors is independent of Tucker Asset Management.
CODY BIGGS, LOUISIANA Cody Biggs currently serves as President of Brad Thibodaux and Associates Inc. and A Acadian Assurance Inc. He is the manager of multiple funds for accredited investors. Mr. Biggs provides guidance related to retirement architecture to professionals as well as already-retired individuals. He also provides guidance to small and large companies regarding their benefits packages.
NANCY NELSON, LOUISIANA
Born in Ontario, Canada, Nancy Nelson began working in financial services over 25 years ago and was licensed for investments and insurance in Canada, where she also obtained her Certified Financial Planning degree. In 2000, she moved to Louisiana and now holds insurance, Series 6 and Series 65 licenses in the U.S. Nancy is passionate about financial education and retirement planning, including long-term care, and loves to help people uncover all of their financial options.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. GBT Investment Advisors is independent of Tucker Asset Management.
ANTHONY GARRY, MASSACHUSETTS Anthony Garry, Founder/President of ALG Financial Services Inc., has been helping families retire in Greater Boston for over 18 years. ALG is a boutique, family-run business that offers individual attention to clients. “I really try to get to know each individual and family so that I fully grasp their circumstances before I customize a plan for them,” says Anthony. “I love what I do because I love working with people.”
ANDREW PERRI, MICHIGAN Michael P. Kelly is a financial services consultant. For over 25 years, he has served clients who need safe wealth management, asset preservation, lifetime income and estate preservation. Michael holds CLU–Emeritus and ChFC–Emeritus designations from The American College. He has earned numerous awards for protecting clients from financial loss and is a frequent guest speaker at national seminars.
Investment advisory services provided through Pinnacle Wealth Management Partners Inc. Pinnacle Wealth Management Partners Inc. is a State of Michigan registered investment advisor.
JIM ELLISON, MISSOURI Jim Ellison works with retirees from corporate, educational and government sectors to set up income planning and minimize financial risks. His 32-year career is focused on helping retirees take the guesswork out of income and security in retirement. Jim believes those who create a formal plan can live the lifestyle they dreamed about in their pre- and post-retirement years.
MARK GUILLIATT, NEBRASKA For more than 25 years Mark Guilliatt has been helping people make smart retirement decisions. His educational background includes: a Master of Science in Financial Services from the Institute of Business and Finance; Chartered Financial Consultant (ChFC); Certified Financial Planner (CFP); and, most recently, American College’s Chartered Advisor for Senior Living (CASL). In addition to helping clients navigate the ever-changing retirement landscape, Mr. Guilliatt shares his knowledge as an adjunct professor at Midland University.
JEFF LEONARD*, NEVADA A Fiduciary who has been serving clients for over 16 years, Jeff provides independent, fee-based asset management and insurance concepts. His access to a universe of investment options puts him at the forefront of the retirement planning space. Jeff is a qualified Lifetime Member of the prestigious Million Dollar Round Table, recognized as the standard of excellence in the financial services industry.
MARK CHIODA*, NEW JERSEY Mark Chioda is an independent financial analyst and consultant, specializing in growth and safe accumulation of assets, as well as retirement, income and estate planning. For over 22 years, he has assisted clients in attaining and maintaining their lifelong goals and retirement objectives, using proven asset allocation and income strategies.
RICHARD D'AMBOLA, NEW JERSEY Richard D’Ambola, CSA® and CLTC®, is the founder of Richard D’Ambola & Associates LLC. As a fee-based advisor, Richard is able to provide his clients with access to proven and time-tested financial products and strategies. His recommendations are free from the limitations of corporate quotas and proprietary products. He holds the FINRA Series 6, 63 and 65 securities licenses, and is a licensed insurance producer in multiple states.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Richard D’Ambola & Associates LLC is neither controlled nor owned by the CFD Companies.
PEGGY FISHER, NEW JERSEY With more than 29 years of experience, Peggy A. Fisher has worked with numerous industry corporations, focusing on risk management. She is an entrepreneur, a financial author, a co-host of a financial podcast and a graduate of Rutgers University. Peggy’s income plans focus on minimizing risk and tax efficiency.
FRANK FILISKY, OHIO As the owner of Frank C. Filisky LLC, Frank’s focus is to provide comprehensive financial planning advice to retirees for their unique circumstances. Continually conscious of educating himself to better serve his clients, Frank has earned the designations of Certified Financial Planner (CFP®), Certified Estate Planner (CEP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). While specializing in retirement income planning, he offers his clients the expertise of being an investment advisor representative.
Investment advisory services provided through Tucker Asset Management, LLC, a registered investment advisor. Frank C. Filisky, LLC is independent of Tucker Asset Management.
BRYAN BACA, OKLAHOMA Bryan Baca, President and Founder of Advanced Financial Strategies Inc., has been helping people achieve financial stability and security for 27 years. His clientele includes retirees, high-net-worth individuals, professionals, and small business owners. As a fiduciary, Bryan Baca works for the clients’ best interests. “Providing comprehensive wealth management as a fee-based advisor, we are incentivized for our clients’ success,” he said. “Our clients receive unbiased, well-thought-out-financial advice, not a sales pitch.”
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC., an SEC Registered Investment Adviser.
KENNETH W. CHRISTIAN, PENNSYLVANIA Kenneth W. Christian is a LaSalle University graduate and retired Philadelphia firefighter. He has worked as a retirement specialist for over 19 years, specializing in retirement planning, life insurance, long term care and wealth preservation. He is a certified National Social Security Advisor and appeared in Philadelphia Magazine as a Five Star Wealth Manager.
PARKER FAULKNER, TENNESSEE
Growing up on a farm in southeast Missouri, Parker Faulkner learned from his parents about the values of hard work and how doing the right thing pays off in the long run. As an advisor for the past 26 years, he has instilled those values into his personal practice. He thoroughly enjoys helping his clients find peace with their financial concerns regarding their retirement years, and has always believed that helping them helps him, too.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Parker Faulkner Advisors is independent of Tucker Asset Management.
MARKUS BYRD, TEXAS Markus has worked as a financial advisor for 28 years, most recently as owner of Candor Wealth Management. He received his insurance license in 1991 and also became licensed in securities the same year, earning the Series 24, 51, 7, 63, 65 licenses. He was designated as a CFS® (Certified Fund Specialist) in 2000. In four separate years, Markus received the Five Star Professional Award for Wealth Manager nomination.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Milestone Group & Associates, LLC is not affiliated with Kestra IS or Kestra AS.
DEIRDRE HAFEN*, WASHINGTON For over 20 years, Dee Dee Hafen has leveraged her considerable experience in personal retirement and wealth asset planning to guide thousands of clients through changing markets and economic challenges. She holds securities, life insurance and long-term health care insurance licenses. Married with four children, Dee Dee is active in her church and the Walla Walla community.
Investment advisory services provided through Tucker Asset Management, LLC,
a registered investment advisor. Hafen Financial is independent of Tucker Asset Management.
MICHAEL KELLY, WASHINGTON Michael P. Kelly is a financial services consultant. For over 25 years, he has served clients who need safe wealth management, asset preservation, lifetime income and estate preservation. Michael holds CLU–Emeritus and ChFC–Emeritus designations from The American College. He has earned numerous awards for protecting clients from financial loss and is a frequent guest speaker at national seminars.
BOB PIERCE, WASHINGTON A constant learner, Bob Pierce has completed designations of CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and MSFS (Master of Science in Financial Services). Bob has authored articles, taught advanced courses, hosted the radio show “Winning Money Strategies,” and spoken in most states on financial services. He has testified before state and federal legislatures representing financial issues, including Social Security reform. Bob’s daughter Jill Pierce now serves as his very accomplished partner and successor.
Not endorsed by or affiliated with any governmental entity. Guarantees are based on the claims-paying ability of the issuing insurance company. Agents are licensed for the products they sell. *Investment advisory services provided through Tucker Asset Management LLC, a registered investment adviser.