Shane started his career over 17 years ago in the financial service industry. He has been recognized as one of the top account managers and service providers in his field. He has worked with federal and state workers as well as the private sector.

Shane has been married for over 20 years and has two children. He enjoys helping and guiding his clients achieve their financial and retirement goals.

When it comes to preparing for your financial future, I understand that each person’s needs are unique and dynamic, given the pace in which the world changes today. That’s why when we work together, you’ll receive ongoing personalized service. In the industry since 2003 and serving the community as an Allstate Personal Financial Representative since 2015, my ongoing priority is to help you create a holistic financial strategy to achieve the peace of mind you deserve. 

Irina brings to the firm, 20+ years of experience as a Financial Advisor as well as an Investment Advisor Representative and serves as Vice President of Diversified Wealth Strategies. Irina is also a registered CTS^_TM (Certified Tax Specialist) 

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As a Financial Advisor and an Investment Advisor Representative, Irina provides customized client investment strategies and independent financial services to her clients.  She has helped hundreds of families accomplish their financial goals.  Irina believes her experience and expertise in the financial services,  with the highest standards of integrity, are the fundamental keys to her success.  By building long-term relationships with her clients, she creates a foundation of trust and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as intimidating. By combining tax planning with financial planning, Irina helps clients understand and implement most tax efficient strategies to achieve their financial goals.

Irina's services at Diversified Wealth Strategies include:

• 401k plans
• Life and health insurance
• 529 plans
• Mutual Funds
• Medicare supplements
• Annuities
• Retirement Planning
• Securities, Bonds, and Fee Based Investments

“For my clients, my goal is to help them achieve their financial goals and be there for them whatever life stages they are going through. By doing both, tax and financial planning, I can help them to keep more of their money and pay less in taxes.”

On a personal note, Irina likes to read; enjoys gardening, hiking, fishing and boating with her husband. They spend weekends in their lake home in Three Lakes, WI. She also has a sweet German Shorthair Pointer dog named Oscar that she likes to take for walks. Family is the most precious thing to Irina as she enjoys spending time with her daughter Lexie and her son-in-law Tom, as often as possible.

Lawrence Zimbler, MST, EA holds a BS in math, an MS in taxation, and has passed the Uniform

CPA Exam. Having been a supervisory principal in the securities field for 16 years, he now owns

and operates an independent investment advisory firm, 4square Advisory Services, Inc (4ASI),

CRD 177526 registered in the state of Michigan.

Since 1975 his tax experience includes IRS technical and managerial positions, professional tax

software development and support, private practice, and teaching and writing on taxation

issues. An Enrolled Agent is the only federally licensed tax credential that allows a holder to

represent clients in any state, before any division of the Internal Revenue Service.

Since 1986 his professional investment experience includes work as a registered representative

plus 16-years’ experience as a registered principal (supervising as many as 10 representatives

at one time). During this period, Larry held FINRA Series 6, 7, 22, 24, 51 and 65 licenses along

with Michigan life, health and property & casualty insurance licenses.

Creating 4ASI in 2015, having zero reportable events on his record, Larry (individual CRD

1439484) abandoned all securities and insurance licenses (except for FINRA Series 65 as

required by state law) and operates an independent, fee-only investment management

business. 4ASI is intended to be a small, boutique practice focused on the individual needs of

each client.

Larry continues active as a tax professional. He is a member of the National Association of

Enrolled Agents (NAEA), MI & NM Chapters, and the National Association of Tax Professionals

(NATP). He is a national instructor for NATP, as well as privately for various organizations. He

has authored classes and books for continuing education of tax professionals. This is important

because the tax consequences of investment decisions are in the forefront of his advice,

especially in regard to qualified retirement plans and funds; and understanding taxes brings with

it understanding of a large variety of financial transactions that affect investors.

As an investment advisor, Larry specifically focuses on clients that are below what is considered

“high net worth” believing these clients to be underserved by the profession. 4ASI currently has

more than $15-million under management, averaging about $218,000 per account. 4ASI will

take on clients with as little as $2,500 to invest (conditioned on regular additions). Most

importantly, 4ASI receives no compensation or incentives from any investments recommended

or trades placed; and 4ASI is not affiliated with any agency, organization or broker/dealer that

might influence investment recommendations. All investment activity is strictly focused on the

client’s best interest. To further his style of client-first operations, Larry acquired the

designation Certified Financial Fiduciary® in 2021, and this designation fits closely with the way

4ASI has always conducted business.

On a personal level, Larry is an active adult leader in Scouts BSA since 1991, and an ordained

elder in the Presbyterian Church USA. Married to Mary for 40 years they have two successful

adult children.

Contact Larry by email at larry@4squareRIA.com or 800-930-6454

Dan Ostlund was born in Tacoma and is a fourth-generation business owner. He has passed the Series 65 exam and is an Investment Advisor Representative with CMS Advisors. He started Ostlund Wealth Advisors in 1995. He has been married to his wife, Marie, for 30 years. They have two children who are business and finance students at the Carson Business School at WSU. They plan to join the family business after graduation.

Advisory Services provided by Capital Management Services, Inc., dba “Ostlund Wealth Advisors.”

Your Trusted Source for Retirement Planning and Investments Since 1987

Mr. Hawk is a military veteran and former Los Angeles County Probation Department employee.

As a licensed insurance & retirement plans agent of 32 years, Mr. Hawk founded the Small Business & Retirement Plans Foundation in 2006, to facilitate financial literacy and business empowerment work-shops for disadvantaged youths, young adults and business owners (ages 17-55).

The foundation’s mission is to close and bridge financial and educational gaps that trouble many people, with respect to insurance usage, retirement planning and business opportunities. SBRP’s immediate and long-term goals are to empower young adults and small business owners through community outreach work- shops, seminars and campaigns - to have better understandings, confidence and decision-making results.

As a licensed financial consultant in 20 states, Mr. Hawk was previously a California Notary Public (2006-2010) and California Real Estate Agent as well: And, in addition, has hosted many work-shops, and authored and self -published eight self-help financial books — such as, The Secrets of Retirement planning, Secrets of Tax-deferred income, Secrets of the Insurance Industry, and Women’s Retirement & Insurance planning — just to name a few.

Mr. Hawk has personally worked with over 25 fortune 500 companies, including county and municipal government workers. He has personally met with over 5,000 employees, 1 on 1, face to face during their open enrollment benefit seasons; helping employees better understand their health, disability and retirement benefit options.

For more affluent individuals and business owners, SBRP can introduce you to Family Office vehicles, and advanced planning techniques for tax-exempt income and estate plans; that have been legally recognized and available via U.S. Tax agency regulations – for over 6o years.

Many benefits are also available to both American and Multi-National citizens.

For informed individuals, the benefits are simple: Tax-Deductible, Tax-Deferred, Tax-Exempt and Tax-Free income — may be available to many.

SBRP’s motto:

Ask us any questions about financial products or business industries — And we promise legal answers and qualified resources.

Kraig Carpenter is the Founder and Registered Principal of El Camino Real Financial Advisors.  In 1991, Mr. Carpenter started his professional training with Merrill Lynch & Co.  Kraig has extensive knowledge in financial planning, insurance, investments and retirement. Kraig attended University of California, Davis and studied Business Administration.  He continued his studies at the Donald T Regan School of Economics while at Merrill Lynch & Co.  As the Registered Principal at ECRFA Kraig has passed the FINRA Series 6,7 & 24 and NASAA Series 63, 65 and 66 registrations. Kraig is a licensed California Insurance Broker and is insurance licensed in many other states as well.  Kraig has been in the financial services industry since May 1991.

Lawrence Castillo is President/Owner of L and C Retirement Income Planners and host of Safe Money & Income Radio in Albuquerque, New Mexico. Lawrence has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.

Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.

Emanuel Mahand, MSM, CFF, CRC®, CBC™

Registered Investment Advisor/Program Director of Retirement Plans – DE, NJ, NY, PA, and WV

Nationwide Retirement Solutions

Background/Military Career

He was born and raised in Greenville, AL, the eldest of 5 children.  Graduated from Greenville High School in 1988 and immediately joined the US Army as a private.  He served 4 years in the US Army (Active) from 1988 to 1992 at Fort Drum, NY.  He obtained the rank of sergeant, after being promoted in the top percentage of his peer group.  He later joined the US Army Reserves from 1992 to present.  In 2003, he was appointed as a Commissioned Officer in the US Army Reserves.  Major Mahand currently serves as a Logistical Officer for the 78^th Training Division at Fort Dix, NJ.  During his military career, he trained and served in the following locations:  Fort Jackson, SC; Fort Benning, GA; Fort Lee, VA;  Camp Lejeune, NC;  Fort McCoy, WI;  Oversees:  Fort Sherman, Panama ; Sinai, Egypt; El Salvador,  Guantanamo Bay (GTMO), Cuba  and Iraq.  He has been awarded the following awards and decorations (14):  Meritorious Service Medal, Joint Accommodation Medal, Army Accommodation Medal (3), Army Achievement Medal (3), Iraq Campaign Medal, Good Conduct Medal, National Defense Service Medal, Global War on Terrorism Service Medal, Non-Commissioned Officer Professional Development Ribbon, Army Service Ribbon, Overseas Service Ribbon, Army Reserve Component Overseas Training Ribbon, Armed Forces Reserve Medal, Multinational Force and Observers Medal, Army Parachutist Badge. 

Civilian Profession

Emanuel obtained his master’s degree in Management (concentration in Leadership) from The American College.  He has a bachelor’s degree in human resource Mgt. from Troy State University in Montgomery, AL.  After graduating from college, he relocated to Memphis, TN to join American Fidelity Assurance Company as an Account Manager.  In 1999, he joined Nationwide Financial as a Financial Service Representative in Montgomery, AL.  He was promoted to Assistant State Director in 2000; Promoted to State Director of the State of Michigan in 2002; Promoted to Director of Retirement Plans for the State of NY and NJ; served as Program Director of Retirement Plan for Alabama, Mississippi and Louisiana from 2011 – 2013; In July 2014, he was reassigned as Program Director for the State of DE, NJ, NY, PA and WV.  He supervises seven registered representatives with approx. $1.2 billion of assets under management.

Emanuel has represented Nationwide Retirement Solutions throughout the country in conducting retirement workshops for the following organizations:  Alabama Education Association, Alabama State Employees Association, United States Conference of Mayors, New Jersey Conference of Mayors, New Jersey Association of Counties, Professional Firefighters Association of New Jersey, Professional Firefighters of Alabama, Professional Firefighters of Louisiana, National Forum of Black Public Administrators, and NJ State Policemen’s Benevolent Association. 

Emanuel is a passionate public speaker who brings excitement and practical application in helping others to obtain their goals and to live a fulfilled life.   He has served as the keynote speaker at the following events:  Public Schools (Elementary thru High School) in AL, NJ, and PA; class reunions; unions/associations meetings; church events; and military ceremonies.

Education/Licensing:

Master of Science (MS) – Management / Leadership

Bachelor of Science (BS) – Human Resource Management

Associate of Science (AS) – Business Management

Certified Financial Fiduciary

Certified Business Coach, WABC

Certified Retirement Counselor – InFre

Registered Security Licenses (FINRA):  Series 6, 63, 26 and 65

Life and Health Insurance License

Negotiations Training 1 & 2 – BayGroup

T3 Presentation Training

Improv Presentation Training

In my many years in the Financial Service industry, I have had the pleasure of experiencing many roles. I started my career as a Financial Representative with Prudential Financial and most recently held the position of Divisional Vice President with Ohio National Financial Services. I’ve had the opportunity to both develop and learn from some of the most successful advisors across the country. Now in my own practice, I’m focused on designing successful client strategies for growth and retirement planning, with particular expertise in creating market resilience and buffering volatility, utilizing fixed and variable annuities, insurance products, and equity investing. I can be reached at 508-340-8296 or david@alpinewealthpartnerscom.