Scott is co-founder of Liberty Wealth Management, LLC, which specializes in wealth management and a unique approach to strategic retirement income planning for both the accumulation and distribution. Scott entered the financial services industry in 1986 after serving in the United States Navy as a personnel administrator.

Scott has worked collaboratively with accountants and attorneys for over 30 years to provide the best possible advice and service to his clients. He holds his series 7,24,63,65 and life insurance licenses

Scott has offices in Syracuse, N.Y and Franklin, TN where he resides with his wife Connie. They have two grown children and a granddaughter.

Jim Cooper has been a Licensed Life and Health Agent and Income Planner for the last 10 years. He graduated from Lesley University with a Bachelors in Business Management and after graduation Jim spent 30 years working in the area of engineering within the Defense Industry. During that time he traveled around the world helping to resolve all types of system problems. This experience has helped Jim understand how to find flexible solutions to complex problems.

Fundamental to Jim’s business approach is understanding that although everyone reaches retirement age each person has their own specific needs, goals, and dreams. Over the years Jim has found that the questions everyone has are how do they achieve their dreams and goals and how do they live in this new stage of their life. These are complex and very important questions so drawing from his past experience Jim works with his clients to understand all the issues surrounding their retirement. When all the information has been discussed and all the dreams and goals have been accounted for Jim and his clients then work together to create a straight forward and easy to follow retirement plan.

Central to Jim’s business is creating long term, successful personal relationships which means that Jim treats every client with respect, patience and understanding.

Gregory L. Carter serves as Managing Partner for Carter Financial. Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant, a Certified Financial Fiduciary, a Certified Estate & Trust Specialist, and a Certified Income Specialist. Greg is a past president of the Atlanta Chapter of the American Financial Educational Alliance (AFEA) and is a member of the Association of Accredited Small Business Consultants, the institute of Business and Finance, the National Association of Certified Financial Fiduciaries and the National Association of Insurance and Financial Advisors. 

In addition to his qualifications and affiliations, Greg is an Amazon Best Selling Co-Author of the Make It Matter book project and Co-Host of the Ice Blue Money podcast. Greg and his family reside in the Atlanta area where they are active in both the local community and their church. In his spare time Greg enjoys golf and traveling with family. 

Since 2011, Jeffrey has been passionate about helping companies save money on their Employee Benefits all while making the company look elite in its benefit offerings compared to the competition using unique strategies and plan designs. While helping business owners with their benefits/finances has been a major focus in Jeff’s practice, he continues to help individuals and families create more time, money, and security by developing strategies fitted to their current financial situation that will help bring them Financial Independence and security.

Upon his Graduation from Rutgers University, he would go on to meet what would be his future wife Kari. They have been happily married for the last few years with 2 dogs and recently welcomed their newborn daughter into their lives. They proudly reside in Central New Jersey and plan on spending the rest of their lives raising a family in New Jersey. Jeffrey credits his early success to his two hardworking, loving, blue collar parents who helped instill his hard work ethic, determination to succeed, and love for helping others.

Outside of spending time with clients and his family, Jeffrey enjoys an active lifestyle in playing in competitive softball leagues, snowboarding, participating in Crossfit, golfing, riding his Motorcycle, and searching for the best slice of pizza in the Tri-state area.

With a multi-line financial service & insurance tools, our firm is equipped to help our community be successful in protecting their families and loved ones' interest. The key to being a successful representative is genuinely caring about each client's individual situation and circumstances, working closely with them to evaluate where they are financially today, in order to help them achieve their goals & objectives.

As president at Omniverse Financial & Insurance Services, I have a special interest in helping educators, their families, and our community to be educated building wealth, asset protection, and income replacement.

Specialties include but are not limited to:

• Retirement Planning
• Budgeting / Debt Management
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LA&H Insurance License
Property & Casualty
Series 6 & Series 63 Registrations
I am licensed to sell Insurance Products in MA and CT and Securities in MA.

Phil has been in the financial services industry for over 20 years, both as a CPA and as an Investment Advisor. Phil has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in retirement. 

Phil's mission is to help seniors and soon-to-be-retirees take control of their financial future and make the best decisions possible for them and their loved ones. As Phil is often heard saying "if you don't have a plan, then whose plan are you following? The IRS's? The Social Security Administration?"

Phil's background and education as a CPA with a Masters in Taxation, his designation as a Personal Financial Specialist and Investment Advisor allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility. 

Phil is also one of Ed Slott's Master Elite IRA Advisors, a designation that is exclusive to a group of 278 of the top financial advisors in the country who are trained by Ed Slott. 

Phil takes pride in providing his clients with the security & peace of mind that comes from knowing that you have a sound financial strategy that is designed to be defensive during times of market volatility and opportunistic during times of market growth. Phil and his financial strategies have been featured on FOX, PBS, WDIV, and the Wall Street Journal. Phil also publishes a weekly financial column that can be found here.

Bob Palmer CFF

I grew up on a small family farm in Northeast Mississippi.  From there I went to Starkville, Mississippi and graduated from Mississippi State University.  I spent many years working in middle management with a company right out of college.

My wife, Barbara and I have one son, a daughter-in-law and one grandson and two granddaughters.  We have volunteered with several schools and various ministries with our local church for the last 30 plus years.  I am a member of the Kiwanis Club.  I have served on several committees including serving as President twice. 

I have worked in the financial industry over 16 years. I hold a Series 7, 63, 66 long with life insurance licenses. I work with individuals, families and businesses to assist them in reaching their financial goals.  My office is located in Cookeville, Tennessee. 

Ash Toumayants is the founder of Strong

Tower Associates. For over a decade, he has

helped hard-working people across Central

Pennsylvania prepare for retirement. In

order to gain access to the most beneficial

financial tools and services for his clients,

Ash decided to start his own firm. Fueled by

a passion for helping people see through the

veil of confusion that shrouds the financial

world, his goal is to educate his clients so

they can make more sound choices

regarding their financial future.

Ash graduated from Penn State in 2004 and currently lives in State

College with his lovely wife, Noelle, and their four adorable kids.

Renée Parris is a Financial and Business Coach specializing in customized retirement and financial planning for clients of Forecast Financial Group.  Her core philosophy is that every consumer deserves to be empowered through financial education to create a more stable financial future.  Based on their current assets and future goals, she collaborates with individuals to navigate the uncharted waters of their financial future by positioning their portfolios for growth with little to no risk of loss. 

Renée is a thought leader and works closely with each member of our team to oversee the implementation of client-centric strategies.  Her ability to listen and develop plans for our client’s needs is a strong addition to the daily operations of our firm.  Because each stage of life requires different strategies when it comes to financial success, she is committed to being actively involved in the ongoing educational resources we make available to consumers.

As a lifelong learner, Renée is constantly researching new strategies and challenging traditional ways of planning to ensure our clients get relevant and timely information for today’s financial climate.

Drawing upon her decades of entrepreneurial, corporate and non-profit management experience, Renée is able to easily relate to clients from all walks of life and career experiences.  Getting to know our clients, their financial goals and collaborating on a plan to help position the individual's assets to achieve those goals is the driving force behind Renée being sought after as a coach, financial educator and non-profit consultant.  She is an approved instructor with Adult Financial Educational Services (AFES), author and frequent guest of the “Financial Fifteen” segment on an internationally syndicated radio show.

Ed Barone, Wealth Manager, CFF at Evergreen Wealth Solutions. Ed is a seasoned wealth manager, with twenty years’ experience assisting affluent families and business owners with Liquidity Strategies, Investment Management, Business Succession, Legacy and Philanthropic Planning.  He previously held the position of Vice President, Senior Client Advisor for Wilmington Trust, where he led a team of wealth and fiduciary professionals who provided investment management, legacy planning, and business succession strategies. Prior to that role, he worked with ING Financial Partners as an Investment Advisor for ten years.  His professional and personal philosophy is shaped by the following quote by Bill Bullard, former Dean of Faculty at San Francisco University High School: “Opinion is really the lowest form of human knowledge. It requires no accountability, no understanding. The highest form of knowledge is Empathy, for it requires us to suspend our egos and live in another’s world.”