R. Scott Batchelar is a financial services professional who has been working in the field for 25 years. Currently, he is a Financial Advisor in Massachusetts who provides top tier financial planning to his clients.  Before starting his career, Scott attended Bryant University in Rhode Island.  He received a Bachelor of Science degree in Business Administration with a concentration in marketing in 1994. Right after graduation, Scott began working within financial services. His first role was as a Credit Manager for Wells Fargo Financial in Connecticut. Working at Wells Fargo at the beginning of his career helped him to gain positions at some of the largest banks in the retail, mortgage, and financial planning space. 

Scott spent two years working as a Credit Manager before becoming a Senior Loan Officer at Key Bank in Massachusetts. This role helped him to gain expertise in assisting clients with their monetary situations by providing financial solutions. 

Soon Scott’s financial services career began to take off. Over the next eight years, he continued to learn and grow, allowing him to take on roles such as Branch Manager, Wholesale Account Executive, and AVP – Mass Affluent Financial Advisor. As the Branch Manager for Countrywide Financial, he was responsible for managing the branch and supervising the staff of Loan Officers and operational personnel. His management skills and knowledge of various types of loans increased exponentially in this role.  Next he became a Wholesale Account Executive for Citigroup in 2005. Mr. Batchelar built and maintained business relationships and leveraged his networking skills to continue to grow his network of industry contacts. During his three years at Citigroup, Scott regularly ranked in the top 15 percent of the national Account Executive base.

The role of AVP – Mass Affluent Financial Advisor, was held by Scott in 2008 at Bank of America Investment Services. He used an advice-based sales model to assess the needs of his clients and recommend financial solutions. Mr. Batchelar’s skills helped to deepen relationships with Brank of America Mass Affluent clients by strengthening the trust and confidence in clients through the use of problem-solving and managing complex products.

In late 2008, Robert Scott Batchelar became the principal owner and operator of Federal Benefit Specialists, a benefit planning advisory. For ten years he provided federal employees with superior alternative options to their benefits packages. Currently, Scott Batchelar is an Investment Advisor with Brookstone Capital Management, where he uses his vast knowledge of business and finance to provide speccialized retirement planning advice. He focuses on the distribution phase of financial planning, retirement, and career changes while using advice-based methods.

G. Wade Evans, CFP®, RICP®, Certified Financial Fiduciary®

Evans Investment Advisors, LLC

6713 Perkins Road

Baton Rouge, LA  70808

●       Phone:  (225) 761-7870

●       Fax:  (225) 761-8581

●       Email:  wade@eia-br.com

Wade Evans, the founder of Evans Investment Advisors, LLC, has over 35 years of experience in the financial services industry and holds distinctions as a CERTIFIED FINANCIAL PLANNER™ professional (CFP)®, a Retirement Income Certified Professional® (RICP)® and as a Certified Financial Fiduciary® (CFF).  He currently holds his Series 7, Series 24, Series 65 and Series 63 registrations as well as a Life and Health Insurance License.  As an Investment Advisor Representative, Wade is gratified to have partnered with his clients over the years assisting them in building and preserving their wealth.  Wade has a saying that guides his work ethic, “People don’t care how much you know until they know how much you care.”

Wade received a bachelor’s degree from Louisiana State University where he played as a forward on the LSU basketball team.  He earned All-SEC Academic honors and in 2006 was inducted to the Hinds Junior College Hall of Fame.  Wade currently resides in Baton Rouge, Louisiana, with his wife Allison and has four children, Bart, Helen, Tori and Megan.  He is active in his church and community, loves sharing meals with his friends and family, and is an avid outdoorsman.  Wade’s life principle is faith, family, and friends.

Richard Allison is a Certified Financial Fiduciary® as well as an independent Investment Advisor Representative (IAR). Richard has been a licensed advisor since 2003.

 As a financial planning practitioner, Richard’s focus is on holistic retirement planning and investment strategies. Richard utilizes a combination of behavioral finance, technology, and experience gained from helping hundreds of clients successfully improve their finances and their lives.

Richard is driven by his clients’ success – nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries and fears.

Richard works with business owners, state government employees, educators as well as individual clients and families.

Chris entered the financial services industry in 1982 working with individuals and small business owners by first understanding their Needs, Wants and Wishes. Chris works closely with his clients using a holistic comprehensive refined process to discovery. This strategy nurtures a mutual understanding so that together they can navigate towards their financial goals.  Chris holds the CFF Certified Financial Fiduciary^® and the LUTCF Life Underwriters Training Council Fellow professional designation along with his FINRA Series 6,7,26,24 & 65 licenses as well as his Life, Health, Property and Casualty licenses.

Chris has held a number management positions over the years for several Broker Dealers. As Vice President of Advanced Planning, Chris mentors’ financial advisors and managers of his current Broker Dealer on how to incorporate technology tools in their day to day practice such as financial planning software.

When Chris is not working, he is involved in his church as a Eucharistic Minister and sits on the Board of Directors of the James T. Reedy, Sr. Memorial Scholarship Trust as Vice President of the 501(c) 3 charitable organization. He and his wife Colette, who teaches 1^st grade at a local public school, enjoy hiking, sports, traveling and spending time with their son Dante along with family and friends.

Brad Pistole, is the CEO of Trinity Insurance & Financial Services in Ozark, MO. He graduated with a BS in Education from Arkansas Tech in 1993. He holds his Life and Health licenses in Missouri, Arkansas, Kansas, and Oklahoma. He is a member of the National Ethics Association and the Ozark Chamber of Commerce. Brad is a Certified Financial Fiduciary® and a Certified Annuity Specialist®. He has been recognized with Ed Slott and Company as a Master Elite IRA Advisor since 2010. He has also been a member of the MDRT – Million Dollar Round Table “The Premier Association of Financial Professionals” from 2011-present. He was awarded “Top of the Table” honors in 2015-2020 and was recognized as a “Lifetime Qualifier” in 2020. Brad was named the 2018 Safe Money Radio Advisor of the Year. He is the Author of the #1 Best Selling book, SAFE MONEY MATTERS, and he hosts Safe Money Radio each week on several stations in Missouri and Arkansas. You can reach Brad by phone at 417-581-9222 or by email at guaranteedsafemoney@gmail.com. You can learn more about Brad at www.guaranteedsafemoney.com

Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPA’s in all states. Although her focus is in the areas of Life, Long term care, Disability and Annuities, Dina’s passion is the combination products of Life/LTC.

Dina is involved in many networking and charitable organizations. Including a member of the Executive Leadership Team with the Circle of Red/American Heart Association, W Source, The Exchange LA, NAIFA and W2W.

Dina is married with three children and lives in Oak Park, CA.

     David started his financial services career in 2006 and enjoys making people feel comfortable through the organization of their financial lives. He believes in making a positive impact by offering high-quality strategies and services through extensive preparation. David brings a depth of knowledge and skill to Newport Wealth Advisors, along with a strong commitment to the firm's core values. Previously, David volunteered at Ronald McDonald House and at Sandieguito River VAlley Coservancy. 

Jesse works in the Financial Planning Department as well as assisting with certain aspects of client services. Having a long history of working in the international luxury hospitality business, Jesse brings the skills necessary to deliver distinguished client service to each of our clients. Jesse holds his NASAA Series 65 license and is currently enrolled at the American College of Financial Services working towards his ChFC designation. When he is not at work, Jesse loves being outdoors with friends and family, golfing, scuba diving and skiing.

Betty Azmoon provides financial planning and wealth management services that help individuals and families obtain their financial goals and create a financial plan for the future. Betty works with individuals, including those going into retirement, divorcees and widows, to answer their most pressing financial questions and concerns, and then develops a well-thought-out financial plan that meets their individual financial goals.

Betty’s role at Griffin Financial is meeting with clients and prospective clients to educate them on the different financial and investment strategies that are available to help them reach their goals. She applies her extensive personal and professional experience in all areas of financial planning to help you pursue your goals. One of the benefits of working with Betty is her ability to provide clear, easily understood explanations of financial products and services.

Betty Azmoon is a Financial Planner and has been the CEO and owner of Griffin Financial for 19 years. She has worked in financial services, lending and credit management for 28 years. She holds her series 6,7,24 and 66 securities registrations, an insurance license, and stays current on all continuing education requirements. She is licensed to sell a variety of financial and insurance products and is registered in various states including, California, Nevada, Tennessee, and Utah. Licenses in additional states can/will be obtained as needed.

In her spare time, Betty enjoys spending time with her husband Ali.

Joe offers his years of experience, education, and expertise to implement personalized planning strategies for clients.  Our firm, Avanti Wealth Management, specializes in full service, holistic financial planning, tax clarity, wealth management, estate legacy and protection planning.  The Avanti core team has over 150 years of combined professional financial industry experience.  We have successfully managed clients’ financial planning through an incredible range of market environments, building a reputation in the financial community for solid direction, integrity, and a commitment to client service.  We truly are interested in our clients, -their families, livelihood, and legacy.  We work with clients in their unique financial experience to realize their life vision and purpose through effective and insightful ideas that integrate both financial and spiritual values. Avanti offers innovative perspectives, providing clients with substantial, lasting growth and results that matter.  

Joe is a Certified Financial Fiduciary ®, Chartered Financial Consultant ®, Certified Estate Planner®, Certified Kingdom Advisor®.  He is a FINRA Registered Principal of GA Repple & Company, Broker Dealer and Registered Investment Advisor and COO of Avanti Wealth Management LLC, Investment Advisor. His  memberships are current as a Member of the National Association of Certified Financial Fiduciaries, a Top of the Table qualifying member of the financial industry’s Million Dollar Round Table as well as a member of numerous national and local industry organizations such as the National Association of Insurance and Financial Advisors, Charter and Qualified Member - Kingdom Advisors, Society of Financial Service Professionals and C12 Group- a CEO Advisory Group.

 Joe has served on charitable and business boards including Advent Health Planned Giving Board (formerly Florida Hospital) and has been honored numerous times as a “Million Dollar Advisor” for the foundation.  Joe is a current member and past president of Probus, an Italian American business owners and professional association.  Born and raised in Long Island NY and now living in Florida for over 30 years, Joe enjoys time on the water, good conversations and humor, great Italian food, and spending time anywhere with family and friends.  Joe and his wife, Leisa, have two beautiful daughters and two lively grandchildren and they all live in Central Florida.