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.

As a Fiduciary, Jake always puts his client's interests above all others. His dedication to his clients is the hallmark of his practice. His fee-only wealth management practice is built to emphasize client relationships over transactions. Jake has a bachelors degree in Business Administration with a Minor in Economics. He is currently working towards his CFP designation through the American College of Financial Services. He played football in college and still enjoys both football and baseball very much. He also enjoys the outdoors and exploring the mountains, lakes and rivers of the beautiful Pacific Northwest.

As your trusted advisor, I will guide you toward your financial goals with integrity, compassion, and diligence.  I believe independent, objective advice serves my clients best.  I believe in a strong personal relationship."  Anita works closely with her clients to recommend financial plans based on the client's unique and specific needs.  

Her background and credentials allow her to select the plan best suited to each client.  Anita currently holds FINRA Series 7, 63, and 66 licenses and, in addition to the Certified Financial Fiduciary, has earned the Accredited Asset Management Specialist (AAMS ® ) designation.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Anita Ritter Financial  and Cambridge are not affiliated.

As your trusted advisor, I will guide you toward your financial goals with integrity, compassion, and diligence.  I believe independent, objective advice serves my clients best.  I believe in a strong personal relationship."  Anita works closely with her clients to recommend financial plans based on the client's unique and specific needs.  

Her background and credentials allow her to select the plan best suited to each client.  Anita currently holds FINRA Series 7, 63, and 66 licenses and, in addition to the Certified Financial Fiduciary, has earned the Accredited Asset Management Specialist (AAMS ® ) designation.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Anita Ritter Financial  and Cambridge are not affiliated.

I get to come to work every day and do something that I love,” says Momentum Financial Partners co-founder, Brett Fallon. “In fact, the best part is figuring out various ways to inspire people to develop and execute a foundational financial plan to achieve their goals,” said Brett, “It really is amazing to help families organize, analyze, and plan the complexities of their financial lives.

 In addition to maintaining his Chartered Retirement Planning Counselor® designation, Brett recently completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF) and The American Financial Education Alliance (AFEA). 

 Brett is a Certified Financial Fiduciary®. Designees agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.   

 "I believe that all advisory relationships must be borne in an environment of trust, objectivity, and free from conflicts of interest. Our relationship with our clients’ is founded on the idea that capability and experience are the keys to helping them find financial success as they choose to define it,” Brett explains. 

 Our Wealth Management Team specializes in providing services to individuals and families with assets in one of the following life transitions:

Retirement – Assist clients to stack income sources to meet retirement needs, and how to leave a legacy to loved ones or charitable interest

 Business Owners – Coordinate various professionals to manage before, during, and after a business liquidation or sale

 Change in Marital Status – Assist to understand the financial impacts of a settlement agreement, and how to protect and grow their assets

 Inheritance – Identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.

 Sale of Real Estate – Assist to understand the financial impacts of a potential sale or exchange of real property

 Job/Career Transition – Aggregation of retirement accounts and investment management needs

 We help you navigate through these transitional periods with our knowledge, experience, and integrity.