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.

As the founder and president of Wealth Trac Financial, LLC, Kurt Fillmore is focused on helping clients work toward their financial dreams through a well-thought-out strategy for every stage of life. The son of two teachers, Kurt was abruptly thrown into the finance world at 19 years old when his father passed away, leaving Kurt a modest inheritance. Unprepared to deal with this tragic loss, Kurt relied on his father's financial advisor to manage the money. Through tax mismanagement and poor investment choices, Kurt's inheritance was soon cut in half.

At the time, Kurt was a student studying Finance at one of the top-ranked business schools in the nation, the Ross School of Business at the University of Michigan in Ann Arbor. He began educating himself on personal financial strategies and the details regarding his own situation. It was then that Kurt decided his goal in life: To use the knowledge he gained to help other families secure their futures and avoid large financial setbacks like he experienced at such a young age.

Following graduation, Kurt spent two years as an account executive at CitiGroup, where he managed retirement assets for medical professionals. He was named National Financial Counselor of the Year in 2002 and 2003. Kurt became an independent advisor in 2004, ultimately founding Wealth Trac Financial in 2007. He holds his Series 65 securities license with fiduciary duty and his Michigan life and health insurance license. Kurt is also a Notary Public in Michigan and is a member of the Better Business Bureau. Kurt makes it his responsibility to thoroughly understand clients’ goals and dreams and to leverage his knowledge and experience to help clients realize them. He was named one of the Michigan Financial Leaders by Forbes and a Five Star Wealth Manager by HOUR Detroit Magazine. He also has been featured in and on multiple national and local news outlets for his industry knowledge, including Forbes, CNN, Consumer Reports, US News & World Report, Detroit FOX-2 News and Kiplinger.

Kurt lives in Bingham Farms, Michigan, with his wife, Erika, and three small children, Dylan, Elliana, and Mason.

Kevin was born and raised in S. Korea, but has been a Southern California native since 1988.  Watching his parents work hard to provide a better life for him and his sister, Kevin understands the value of hard work, and also what it means to protect what you’ve worked hard for.  This means that he doubly understands the importance of protecting his clients’ assets, but also setting up a retirement plan that will sustain the lifestyle that they’ve been dreaming about. 

This is why as a financial planner and advisor for The Corban Group, Kevin is always thinking ahead for the firm’s clients (and how they can live their best life!). Whether they’re wondering if they can retire comfortably or they’re at the start of their career looking for that perfect roadmap, he digs deep to deliver a thoroughly though-out, complete financial plan — one that’s focused on sustainable, long-term growth.

Kevin gets to know each client on a personal level to help advise and guide them to feel confident about reaching their goals. Using keen analytical skill and expertise with retirement plans, investments, estate plans, taxes, insurance options, cashflow & debt management, he implements tangible steps to help clients preserve their hard-earned assets and avoid pitfalls that may have not been considered. And when he’s not busy doing that, you’ll find him enjoying life with his wife and two gremlins daughters, looking for new delicious restaurants to try, volunteering at church, or at the local car meet.

Mark is a knowledgeable and creative asset to the team, with a passion for innovative, client-focused approaches to financial planning.

He started as a planning professional in September 2014 and provides collaborative analytical support for financial plans, with specific focus on strategy development that is individually tailored to fit the unique financial position and goals of each client. He is licensed life and health insurance as well as property and casualty insurance, after years of dedicated customer service and leadership as the owner of a wireless franchise.

Mark studied business and communication at Worcester State University and spent his early career gaining diverse experience in the area of sales and retail management. Valuing the importance of building authentic relationships, the quality of the client experience has always been central to his mission, which helped him earn Ohio National’s Fast Start Award in December 2014. He made the transition to the financial arena, energized to teach others the same strategies and practices that have personally inspired him and changed what he knew to be true about wealth.

Mark lives in Worcester with his wife, Makenzie. Outside of the office, he enjoys adventuring the great outdoors. A mountaintop—rain, snow or shine—is one of his favorite places to be. When he’s not hiking or backpacking, he’s catching a good movie or a sports game, and always enjoying a good laugh with family and friends.

Because Zeke Bucci-Torres is passionate about people, he has made his career one of service.  He began by serving in the United States Air Force and then chose a career in the insurance industry in order to assist others navigate the overwhelmingly confusing yet incredibly beneficial world of insurance.   He is adept at listening and ascertaining needs in order to match his clients to the best insurance products for their goals which can range from providing lifetime income for their retirement to leaving a legacy for their loved ones.  Earning many awards, he has been a recognized leader in the industry for over 17 years in Albuquerque, NM where he joyfully resides with his four amazing children and his beautiful wife of 25 years.  Zeke is committed to his family and his values and continues to pursue goals outside of business, including his 2nd degree black belt in Karate.

Because Zeke Bucci-Torres is passionate about people, he has made his career one of service.  He began by serving in the United States Air Force and then chose a career in the insurance industry in order to assist others navigate the overwhelmingly confusing yet incredibly beneficial world of insurance.   He is adept at listening and ascertaining needs in order to match his clients to the best insurance products for their goals which can range from providing lifetime income for their retirement to leaving a legacy for their loved ones.  Earning many awards, he has been a recognized leader in the industry for over 17 years in Albuquerque, NM where he joyfully resides with his four amazing children and his beautiful wife of 25 years.  Zeke is committed to his family and his values and continues to pursue goals outside of business, including his 2nd degree black belt in Karate.

Because Zeke Bucci-Torres is passionate about people, he has made his career one of service.  He began by serving in the United States Air Force and then chose a career in the insurance industry in order to assist others navigate the overwhelmingly confusing yet incredibly beneficial world of insurance.   He is adept at listening and ascertaining needs in order to match his clients to the best insurance products for their goals which can range from providing lifetime income for their retirement to leaving a legacy for their loved ones.  Earning many awards, he has been a recognized leader in the industry for over 17 years in Albuquerque, NM where he joyfully resides with his four amazing children and his beautiful wife of 25 years.  Zeke is committed to his family and his values and continues to pursue goals outside of business, including his 2nd degree black belt in Karate.

Aaron M. Kennedy, a Certified Financial Fiduciary, Certified Funds Specialist and Certified Plan

Fiduciary Advisor, founded New Aspect Financial Services, LLC in 2015. As an Investment Advisor

Representative Aaron holds himself to the highest standard and acts as a fiduciary for his clients to

help them successfully navigate through all of their financial planning needs and goals.

Considered a “financial coach,” Aaron’s advice-based relationship approach to financial planning,

ensues trust and affirms his commitment to helping his clients achieve their objectives. Aaron

works closely with business owners in the areas of business and succession planning, employee

benefits, and risk management. For individuals and their families, Aaron’s expertise in retirement

planning and funding, educational goals and estate planning, protection and transfer is a

tremendous asset to his clients.

With over two decades of business experience, Aaron started his career in the financial services

industry in 1998 with the Mutual of New York Insurance Company. In 1999 he was named the

Top Producer in applications. In 2001, Aaron became an equity partner with Stark Miller

Financial Benefits Group where he helped build the organization to become one of the top

agencies at the Broker Dealer. In 2011, Aaron was named President and CEO of Stark Miller

Financial Benefits Group. In 2015, Aaron’s dedication to adding value and creating a superior

experience for his clients lead him to step away from Stark Miller Financial Benefits Group and

form, New Aspect Financial Services, LLC.

New Aspect Financial Services, LLC is a company dedicated to a suite of financial services and

experts. As Senior Partner, Aaron believes in a collaborative planning approach for his clients

and works closely with the partners and members of the firm. Additionally, Aaron works with

Woodbury Financial Services to act as his Independent Broker Dealer to bring added value to his

clients.

Aaron and his beautiful wife, Melanie, have two active sons, Nickolas and Pochie Kennedy.

Together, the family lives in the gorgeous state of Colorado where Aaron works closely with

clients near and far to provide first-rate service. Away from

business, Aaron enjoys golf, camping in the Rockies, time on the water and working with

community based programs in support of foster children and organ donation.

Why. Problem. Solution. Promise. After 18 years working with Bank of America, Wells Fargo and two small banking entities, Polly Outhay made the decision to begin her journey in private financial service sector as an independent agent, dba Ali_Polly & Associates brokerage by First Financial Security, Inc national brokerage agency, Norcross, GA. Polly is passionate about helping ALL people achieve financial security. Over the past 5 years, she has worked with over 1000 clients to help them choose a good sound investment portfolio and create financial security and peace of mind for each household and businesses. Polly also provides financial education within the community. As a CFEI financial strategist, Polly’s main goal is to help clients make well-informed decisions. Through a Needs Analysis Exercise, Polly develops financial strategies tailored to each client’s unique needs. • What are their goals? • Are they on track? • How are they protected? • What’s keeping them up at night? Polly takes her time listening to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat her client’s financial goals with the same care and interest that she devotes to her own.

As a

C ertif ied Financial FiduciaryFiduciary, Polly pledge s to carry code of conduct s in the

following area in her practice



Practice the Duty of Loyalty: A CFF designee will first and foremost agree to

always put the client’s best interest first



Practice the Duty of Good Faith: f undamental obligation to treat all clients fairly



Practice the Duty of Good Care: fundamental obligation to exercise the skill of an

expert and to only advise in those areas where expert skill l evel has been obtained



Educate First: provide comprehensive and unbiased education to clients ensuring

they have a firm grasp of the subject matter prior to offering specific suggestions or

advice

Kelli owns the firm InsureSolve, PLLC a financial and educational services advisory practice solving retirement and income planning issues. Firm’s a subject matter expert in technical-vocation education consulting. InsureSolve PLLC employs competent, reliable in-house certified instructors teaching High School Financial Literacy coursework. InsureSolve, PLLC’s patented proprietary live and virtual platforms make it an academic staple supporting district educational initiatives with simple, flexible, easy to implement processes.

InsureSolve’s in-house, well vetted certified staff executes and project-manages instructor-led graduation credit unit coursework onsite within school system framework, virtually, or hybrid. The innovative turnkey platform’s regarded a right fit strategy within the educational leadership community.

Kelli is a Senior Associate in Dallas at PwC in Advisory Insurance Operational Transformations delivering excellence in the IFS consulting space analyzing risk and quality measures that govern the industry, quantitative research, advisory operating models, profitability, engagement life cycles, deploying strategic priorities, and go to market initiatives.

Kelli grew up in New Orleans, graduating from the University of New Orleans with a BA in Communications-Media gifted with specialties in Public speaking, Organizational leadership, Consulting, Operations, Change-management, Teaching/Influencing collaborative behaviors and positive outcomes, Galvanizing, Strategic Communication, Curriculum Innovation-Mapping-Engagement, Philanthropy.

Began in banking 29 years ago, acquired financial services/insurance industry licenses in 1999 and has been inspired to live her vision adapting and adjusting to various industry changes in landscape over the years. Led private and corporate enterprises with staffs of many sizes and demographics. Over the last 4 years, charting a course having reconstructed traditional financial services business models and transforming what work-life ecosystems look like has been both rewarding and challenging. Growth in uncertain times happens when we stretch and Kelli’s often humbled by her own strength demonstrating astute competencies, elasticity and capacity at go time. Is timelessly thankful for profitability & impact.

When asked by a reporter did she always see herself in this business, Kelli replied “Yes, was easier than being a ballerina”. “As a child in girl-scouting, ballet class, and candy striping – I knew service, leadership, and business would be likely so “a cause work lifestyle that offers the privileges of flexibility, life quality, earning a great living, substantially impacting lives long term - it’s made the most sense.”

Kelli enjoys introspective moments, innovating, developing, building systems, great conversation, + anything music, cars, golf, yoga, eating, and family centric activities at the park or beach.

Kelli is now proudly a Certified Financial Fiduciary©, CFF, Investment Advisory Representative IAR, focused next to attain CPA designation, consistently ahead of industry trends and pivots in regulation, research and relevance. Kelli was recognized by peers WIFS Women in Financial Services in 2020 and NAIFA peers in 2019 with the Special Member Performance Award where she serves on the Board of Directors with NAIFA-Dallas as Director, Government Relations, and YMCA Chairman’s Circle Board of Managers fundraising annually to achieve targeted goals for the underserved.