Glen Oaks

Financial Security Management Agency Inc.

972 Youngstown-Kingsville RD SE

PO Box 830

Vienna, OH 44473

PROFESSIONAL BIOGRAPHY

Glen Oaks began his career in the insurance and financial services field in 1981. From the beginning, he sought top quality training in all aspects of life and health insurance and related topics. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Today, he continues to attend workshops and educational classes related to his field.

Glen founded Financial Security Management Agency Inc. in 1986 as an independent agency. The goal of the agency is to provide peace of mind through safe money options and financial security by using the right strategies and products.

In 2013, Glen co-authored the book titled, The Secret to Lifetime Financial Security, which quickly became an Amazon Best Seller.

In 2015, Glen became certified as a National Social Security Advisor which denotes advanced education, knowledge and training in the Social Security program. In 2019, he became a Certified Financial Fiduciary, the only designation that focuses solely on training financial professionals to be true fiduciaries.

Glen enjoys teaching people how money works in their lives. He aspires to be known as someone who can help people get from where they are to where they want to be financially. Many times, this comes about by capturing money they are transferring away from themselves and growing it in tax-favored accounts for their future. He believes people can achieve their financial goals without taking unnecessary risks. He uses his training and tools to help people get on the right track.

PERSONAL BIOGRAPHY

            Glen has been married for over 40 years to his wife, Marcia. They have two children and seven grandchildren. When Glen isn’t helping people become more financially secure, he enjoys playing golf, and ice hockey. He is a member of Fowler Community Church and serves as an elder there.

Steven V. Wise MBA, IAR, Certified Financial Fiduciary (CFF)

For 23 years, the footprint of Steven Wise, and later Beacon Associates has been huge in the Northwest Ohio area.  Initially founded on healthcare for small business owners and those self-employed, a book of over 4000 clients and families were generated.  Later financial and benefit planning for Veterans and surviving spouses was added, over 3000 were assisted to help endure the cost of long-term care and still pass on a legacy.  The backdrop of Steven and Beacon Associates has always been education.  Steven educates families on retirement issues such as Medicare, Social Security Maximization, income planning and tax planning.  The client and their families, always come first in his world, beginning with education, which allows them to make the best choices for themselves and obtain long term individual and family goals.  Family has always been number one to Steven and his wife Rhonda.  She is Vice President of Beacon Associates and one half of the Medicare Diva’s.  Rhonda and Steven have 5 children and 10 grandchildren.  Their son Quinten, a licensed attorney is joining the firm as it continues to expand.

Joe Overfield’s Bio

Joe is a Certified Financial Fiduciary® with over 10 years in the insurance and financial services industry. He holds a BA from The Ohio State University in Communications and is a Bank On Yourself Authorized Advisor.  In 2015 he started his own firm, Intelliplan Financial. His practice is dedicated to foundational retirement planning and teaches clients new strategies outside of the traditional retirement income planning box that stabilize and protect their financial futures. Joe strives to help manage any market volatility with the strategies provided so clients can feel confident and reach their retirement income goals.

Joe has helped his clients grow and preserve their wealth by helping them take control and reach their retirement income goals without taking unnecessary risks.

Joe is one of only 200 life insurance agents in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Authorized Advisor. He was also inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.

Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.

Christopher F Villwock is the co-owner of TLC Wealth and TLC Insurance Group Inc.  He has been in the business for over 20 years and holds securities, life and health licenses.  Chris has always had an aptitude for investments and wealth management.  At the age of 24, he recognized the necessity for personalized and professional retirement planning focused on the senior population.  Chris has found purpose in making a difference in his client’s lives.

Chris’s leadership has enabled TLC Wealth Inc and TLC Insurance Group Inc to establish footprints across the United States.  The companies have over 1,000 agents collectively and numerous regional branch offices.  TLC’s headquarters can be found in Howland, Ohio.

Chris is happily married and lives in Howland, Ohio.  He grew up in nearby Champion, Ohio and later attended Duquesne University where he played baseball. His passions have always been centered in athletics.  He presently enjoys mentoring his 3 daughters in their athletic development, and cheers for the Ohio State Buckeyes and Cleveland Browns.

Enyi Kanu is a speaker, thought leader, best-selling author and entrepreneur with over 30 years of experience in the financial services industry. He helps people preserve and transfer wealth, build wealth, manage taxes and receive lifetime income using traditional and Alternative Strategies. He has been featured by numerous professional organizations and the media, including Fortune, Forbes, Bloomberg Businessweek and Money magazines. As an author and speaker, he has delivered numerous presentations on sound income, investment, tax planning and risk management strategies. He received an Oppenheimer award for “Achieving the highest level of professional excellence in an ever-changing economic environment.” He is the Founder and Chief Investment Officer of kANU Asset Management, LLC., a Cincinnati-based Registered Investment Advisory (RIA) firm. He was Senior Vice President and Certified Portfolio Manager at Wachovia Securities. Before Wachovia, he was Vice President, Investments at Dean Witter Reynolds (now Morgan Stanley), which he joined in 1988. Enyi has extensive work experience in business, finance, planning, and management. He received an MBA in Finance from Xavier University in Cincinnati, Ohio and a Bachelor of Science degree in Business Administration from the University of Benin, Nigeria. He has FINRA Series 3, 7, 9, 10, 63 and 65 licenses, Amex Put and Call Securities Professional and licenses. Enyi is an investment professional with certifications in “Investment Policy & Asset Allocation,” “Manager Search & Selection” and “Performance Measurement & Evaluation.” He was also a member of Wachovia Securities “Chairman's Circle of Excellence.” Enyi's investment consulting discipline derives from Modern Portfolio Theory that he has developed into “The kANU Modern Portfolio Theory Plus”, which incorporates traditional and non-traditional asset classes, proper diversification, asset allocation, asset location, and risk balancers in the client’s investment policy. Enyi believes this complement is critical to optimal investment portfolio performance, risk management, and the accomplishment of the client’s objectives. He has also worked with various institutions advising on financial matters. He is a member of the Cincinnati USA Regional Chamber CEO Round Table and has served on numerous boards, including The Ohio Parents for Drug Free Youth, the American Red Cross, 4C for Children and the International Association of The Greater Cincinnati Area. Enyi founded kANU Asset Management in 2004 to deliver world-class advice anIn partnership with financial specialists all over the world, Enyi and his team work tirelessly on behalf of their clients. By aligning with like-minded boutique firms worldwide, kANU Asset Management provides their clients with access to a rigorously- assembled multi-disciplinary team of professionals and subject matter experts, with substantial credentials including JD, CPA, FA®, CFP®, ChFC®, LLM, CLU®, CIMA® LUTCF®, MBA and more.

Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning.  Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps.  In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance.  Post military service he received his first masters degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning.  Additionally, he has a graduate certificate in Charitable Financial Planning.  He is fully licensed and holds a Chartered Financial Consultant designation from the American College. When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake.

Chad Weigl is a retirement planning professional who educates people on various financial and estate planning strategies. He is well versed in retirement income planning, tax strategies, Medicare, and estate planning. He currently holds his Certified Financial Fiduciary® designation, Series 65, and Life and Health Insurance license. Chad attended Cleveland State University and the University of Toledo. He has a Bachelor’s in Business Administration in Accounting and a Bachelor’s of Science in Criminal Justice. Chad lives in his hometown of Amherst, Ohio and enjoys soccer, boating, traveling, attending sporting events and spending time with family and friends. His goal is to make sure every client feels confident and secure about their financial future, while being a notable member in his community.

Michael Michlitsch, CFS^®, CRPC^®

Vice President, InForce Insurance Solutions

Policy Management Company | Life Settlements Advocacy

Valmark Financial Group

130 Springside Dr. Akron, OH 44333

P 330 576 1234 ext. 3536

F 330 576 8262

mmichlitsch@valmarkfg.com

PMC@valmarkfg.com

www.valmarkfg.com

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC

Advisory Services offered through Valmark Advisers, Inc. A SEC registered investment advisor

130 Springside Drive, Akron, OH 44333 800.765.5201

Known throughout Central Ohio for his knowledge and experience in retirement planning, Greg Taylor takes the time to carefully learn each family’s unique needs and to help them develop their own individualized retirement plan.

Greg’s vision is to help retirees “re-think” how they manage their financial portfolios. He has created the Family Endowment Portfolio to help create a more predictable and efficient path to achieving your investment goals. His focus is to reduce risk, help protect and grow assets and create an income-generating plan. Greg believes that if you Plan Smart, you can have the security and peace of mind that you can, Retire well.

Greg and his wife, Kristin co-host the weekly radio show Winning Retirement heard every Saturday and Sunday on 610 WTVN. He teaches periodic retirement classes held at the Fawcett Center on the Ohio State University campus. His articles on financial planning have been featured on Forbes.com, Fortune.com and Money.com.

Greg and Kristin live in Grove City with their three boys and their adorable Teacup Yorkie, Belle. Greg enjoys golfing, working out, hanging out with his family and Buckeye Football.

Cory excels in presenting Safe Harbor Retirement Group, LLC clients with solutions that help protect their financial future, and prepare for future obligations. He works to help people set and achieve financial goals that provide strategies for greater wealth, financial peace of mind, and confidence in their future.

As owner and managing member of Safe Harbor Wealth Advisors, LLC, Cory’s credentials include Ohio Life and Health Insurance licenses, and is a registered Investment Advisor Representative with a Series 65 securities license. Cory also hosts a weekly financial radio show “Financially Tuned,” that can be heard Sundays on several local radio stations. Cory earned his bachelor’s degree from Ohio University, a master’s from Ball State University, and is a Six Sigma Black Belt. Cory and his wife Melissa live in Columbus.