Robert Cannon, AIFA® has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.

He is viewed as a “Chief Financial Officer” to his clients, and in many ways acts as the “quarterback” by implementing an advisory team approach. This allows his clients to receive advice from specialists in different areas, including wealth building and preservation and taxes.

In addition to his vast experience, Robert has earned numerous licenses and industry professional designations, including the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined Registered Investment Advisory), and the Series 55 (Equity Trader). He also holds an accident and health insurance license and is eligible to conduct business in over 30 states.

In addition, Robert received a Certificate in Financial Management from Cornell University. He has also earned the prestigious Accredited Investment Fiduciary Analyst (AIFA) designation. When not working with clients, Robert enjoys spending time with family and friends. He resides in New York.

Danielle Meister, CFF, CDFA®

Danielle is an Investment Advisor Representative, Certified Financial Fiduciary®, and Certified Divorce Financial Analyst® based out of Madrona Financial’s Park City, Utah office. With over a decade of experience in the financial services industry, she executes all aspects of financial planning: investments, alternatives, structured products, insurance, retirement planning, social security, taxation, estate, legacy and divorce planning.

Danielle is a nationally recognized advisor, with a published training series, “Back to Basics,” and she has been featured on national television on CNBC, ABC, FOX, and PBS.

As a former competitive soccer player, Danielle enjoys running and spinning. Her husband, Will, graduated from the Air Force Academy as captain of the Lacrosse team and over the last 15-years has gone on to be an H-60 Blackhawk helicopter and C-26 airplane pilot. Together, they enjoy hiking, biking, and skiing with their two daughters, Claire and Everly. As a family, they root for their favorite football teams, the Green Bay Packers and Denver Broncos!

Vickie entered the Financial Services space in 1993 where she immediately found her passion for helping clients, specifically in determining the paths they need to take on their own unique financial journey. Vickie believes in open, honest communication with her clients to build lasting, lifelong relationships. “Helping my clients make difficult decisions that ultimately shape their future is a privilege, and a responsibility I take great pride in.”

Vickie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification – the gold standard for financial planning in the financial services industry. Wanting to provide the highest standard of care for clients, she also holds the Certified Financial Fiduciary® designation. Vickie holds FINRA Securities Registrations Series 7, 6 and 66.

Vickie currently leads the Scottsdale/Arcadia chapter of The W Source™, a female-centric networking group providing women a place to collaborate and help one another grow professionally by providing quality resources for clients and connections to local businesses and professionals.  Vickie was also published in the 2018 and 2019 KNOW Phoenix, 100 plus women you want to know and do business with^*.

^*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are, they representative of any one client’s evaluation.

*Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.

Proudly serving individuals, families and business owners as an Independent Financial Advisor, since 1999.

Mr. Desberg began his career as an Investment Advisor Representative in Scottsdale helping his clients prepare and plan for their future. The same year, he founded the independent financial services firm, Desberg Financial, and expanded his practice throughout Arizona.

Prior to calling Arizona home in 1996, Todd attended school near Cleveland in the small town of Chagrin Falls, Ohio.

Todd eventually enrolled in graduate school at the University of Arizona from 1997-1998 to study Public Health, Law, and Business Administration and he received his Bachelor of Science degree from Ohio University. He graduated Cum Laude, with honors in 1995, majoring in Health Services Administration and Business Administration. Todd was also recognized as an outstanding student-athlete and was awarded an athletic scholarship for competing on the University’s NCAA Division I wrestling team from 1990-1994.

Today, Todd is committed to maintaining the highest standards, integrity and professionalism in the work he does for every single family. His strong desire for helping people enables him to fully understand each client's unique situation, so he can deliver quality products along with the personalized service that people deserve.

Professional Career

Mr. Desberg holds a Life and Health Insurance license and maintains the following Securities licenses: Series 6, 7, 63, and 65.

Family life

Married to Melissa in 2005 and happily raising their son and daughter in Scottsdale. They are a family of mountain bikers and outdoor enthusiasts.

Volunteer Service

Todd passionately supports the following 501(c)(3) non-profit organizations:

Head Coach - Desert Mountain High School and Mountainside Middle School Mountain Bike Team in Scottsdale. Affiliated with the North Valley Riders Mountain Bike team through the Arizona Interscholastic Cycling League (AICL) and the National Interscholastic Cycling Association (NICA).

Past President, Endowment Chairman and Executive Board member for Tucson - Dollars for Scholars, a Scholarship America organization. Proudly dedicated to supporting local high school graduates attending the University of Arizona by awarding over one million dollars in renewable scholarships to highly qualified young men and women.

Financial Literacy Educator - Junior Achievement of Arizona.

Breanna Colón is a Financial Advisor, Speaker and Author of the book “The Secrets

of Savings Money: Experiencing The Unlimited”. She is also the President/CEO of

Integrity Financial Solutions, Inc. a financial service and education company. She

is originally from Augusta, Georgia and currently resides in the DC Metropolitan

Area with offices in Columbia, MD.

With a Bachelor's Degree in Management/Accounting, Breanna has over 20 years

of experience in the financial industry. Over the years, she has acquired an in

depth knowledge of retirement, college, insurance, investment, mortgage, and

budget solutions. She aims to help others achieve financial success. She is very

passionate about the subject of personal finance and continuously grateful to God

for the gifted ability to assess and strategically craft financial plans for others to

achieve success.

She has spoken across the country for churches, seminars, conference and

women events. Money is quite often a difficult topic for people to talk about, but

Breanna incites enthusiasm, and motivates both in her personal consultations as

well as on stage.

Breanna has been afforded opportunities to provide financial direction for several

major corporations and non profit organizations. She previously served as leader

of the financial stewardship ministry at Church of the Great Commission. She has

also served as a member of the financial review team for South Potomac Church

in White Plains, MD. And she has served on the financial stewardship team at

Bridgeway Community Church, a multi-cultural church in Columbia, MD.

Outside of her business life, she is a wife and mother of 3 busy young men. It is a

soccer life in the Colón house, and she is excited to be her boys' biggest cheer

leader. When she's not running to games, orchestra concerts, or running the

business, she is singing at church, acting on stage, or working on her next book.

There are no dull moments! With God and a supportive husband, Breanna feels it

is all working together for her good!

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.

The principal of the firm, Jyoti Gujral, is a Certified Financial Planner

(CFP®) with over 27 years of experience in financial services and planning.

Financial Solutions Group manages employee benefits as well as 401K

plans for small and medium sized firms.

We adhere strictly to the CFP Code, which outlines the practice standards, when

servicing employee benefits and financial planning. This broad-based approach to

financial advice distinguishes us from other professional advisers who typically focus

only on specific areas of a business or individuals.

Detailed attention to your finances. 

Personal Finances should be just that-Personal. After all, every client's financial situation and goals are different. 

I became a financial advisor to deliver professional advice with a personal touch. Rather than offer cooke-cutter solutions that work for no one, my recommendations are always tailored to the individual and their loved ones. 

I believe that exceeding client expectations is not only my duty, but a key to my success.  In order to continue providing detailed, personal service in the future, I schedule no more than three client appointments each day. This ensures I have enough time to dedicate to my existing clients, and that I serve only those people who are a good fit for my services. 

As a Certified Financial Fiduciary®, I hold myself to the highest standard - the fiduciary standard. As a fiduciary, my recommendations are based solely on what's best for the client-not what's best for me. I'm bound to act in the client's best interest at all times. As a reflection of this, I founded Happy Valley Financial Services on the four core values of integrity, flexibility, commitment, and care. These values guide my actions daily. 

Andrew got into the banking industry around 2007 and was aspiring to be a financial advisor. Unfortunately Andrew could not have picked a worse time to learn to be a financial advisor. Only a year into Andrew’s banking career, the Global Financial Crisis occurred.

Observing the Financial Advisor Andrew was mentoring under, running around like a “chicken with his head cut off” trying to explain to his clients why their portfolios just lost 30-40%, Andrew was convinced that he never wanted to be involved in losing a client’s money. EVER.

Shortly after Andrew’s epiphany, Andrew father passed away unexpectedly at the young age of 45, leaving his mother and two younger siblings still at home. Andrew’s mother was a stay-at-home mom and hadn’t worked in almost 20 years. She was faced with some very difficult decisions.

And although she did receive a Life Insurance Death Benefit, she did what most people do when they are unsure of how to handle a big amount of money. She went to a Financial Advisor and invested in the market.

As Andrew was looking at her statement one day he discovered that although she had gained some interest, every penny she earned was eaten up in fees. This made Andrew furious. Andrew set out to find alternatives for his mother. Something that would offer her guarantees.

• Something that would allow her to retire sooner. (She had gone back to work for minimum wage.)
• Something that would ensure she would never outlive her money, even if she lived to age 100.
• Something where she would no longer be at risk of losing any more of her money in the market.
• Something where she would never pay any fees again.
• Something that would still provide great rates of return.

And after much searching, to his surprise, Andrew discovered a whole new world of alternative products. Products that did offer EVERYTHING he was looking for.

Once he helped his mother rollover her money into these products, something amazing happened.

Andrew’s mom was able to retire right away. Years sooner than she previously thought.
Andrew’s mom was able to take care of her bills and raise the younger 2 siblings.
Andrew’s mom was able to never worry about losing any more money in the market.
Andrew’s mom never had to pay another broker or account fee again.
Andrew’s mom could count on a steady monthly paycheck deposited every month.
Andrew’s mom finally had financial peace of mind.
Andrew’s mom was able to buy her dream house, and comfortably afford it.
Andrew’s mom’s Long Term Care Insurance was covered (for free) in her retirement plan.

This “lightbulb” moment really compelled Andrew to ask the question… “If my mother benefited this much from these types of products and guarantees, how many more Americans are desperately searching for these types of products and guarantees?”

Andrew started Retirement Renegade with that in mind.To put the client first and provide the guarantees that most retirees and pre-retirees were looking for.

The company took off like a rocket! Andrew didn’t really understand how big of a need it really was to provide Safe Retirement Products. Within 7 months, the company was valued at over 20 million, with 200 agents nationwide helping clients with Safe Insurance and Financial Products. Retirement Renegade was awarded as the fastest growing Financial Firms in America from 2017-2020 and was able to help over 5,000 clients with their retirement decisions.

And although Andrew’s success was admired by many, Andrew wasn’t able to spend the time with his family that he desired. Andrew decided it really doesn’t matter how much you make, if your family isn’t a priority, it isn’t worth it. He decided his days of traveling all over the country were over.

Rather than focusing on Quantity, Andrew began focusing on Quality.

Retirement Renegade has never drifted from the foundations that make it successful. Andrew knows from experience what clients want and need. He continues to become better and better offering the highest form of excellence, customer service, and most importantly GUARANTEES that his clients have come to enjoy.

And the best part is, Andrew now has the freedom to enjoy his 4 kids and lovely wife Jess in Franklin TN where they live, and still be able to passionately provide nationwide Safe-Retirement Planning as a Certified Financial Fiduciary®.