Scott Stooksbury is the president and founder of Synergy Wealth Management, an independent, full-service financial planning firm providing clients with tailored retirement income strategies. Scott has worked in a variety of industry positions including investment banking and brokerages during his more than 20 year career, and uses his extensive industry experience to provide clients with the independent, unfiltered guidance they desire.
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Committed to transparency, accessibility and communication, Scott works diligently to be a resource for his clients. He listens attentively to clients’ personal and financial situations, as well as their wants and dreams, before providing objective guidance, and has done such a good job meeting and exceeding clients’ needs that he has been featured on CBS, FOX, NBC and ABC.

Driven by family and philanthropy, Scott actively seeks out community members in need of synergistic financial planning and wealth management. He uses his talents and extensive experience to create reliable strategies with clients, and he focuses on positively impacting as many people as possible by doing the right thing for his clients.

Scott attended Kennesaw State University before transferring to the University of West Georgia, where he earned a degree in marketing and was an active member of Pi Kappa Alpha. His current credentials and certificates include his Series 7, 63 and 65 certifications, as well as life, health and limited-property insurance certifications. Outside of work, Scott enjoys traveling and spending time with his wife Jill and four children Chandler, Leia, Luke and Chris, as well as volunteering in the community and practicing Tae Kwon Do. Scott is the Co-President of the Etowah Valley Chapter for Sleep in Heavenly Peace charity where they raise money and build bunk beds for children currently sleeping on the floor.

Nelson Secretario, CLU, ChFC, is a Certified Financial Fiduciary with over 25 years experience, who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish that, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just from a legal perspective, a tax perspective, or an investment perspective, but from many integrated fields.

This might sound like a lot of work, but our team of skilled and certified public accountants will handle most of the heavy lifting. In addition, as a Registered Investment Advisor, unlike many other financial professionals, has a fiduciary duty to deliver unbiased advice and always serve the clients’ best interest.

Nelson and his wife Vikki live in Hawaii, on the beautiful island of Kauai. Enjoys traveling, ballroom dancing and are blessed spending time with their 3 daughters, 5 grandchildren, and a weekly round of golf with friends, when possible.

Pat Ginefra CFED® has been working in the financial sector for over 25 years, helping clients protect their assets and invest wisely. A successful financial consultant, Certified Financial Educator, and entrepreneur, he founded his holistic financial services practice, MyLifeBroker.com, in 2002 .Pat has worked with both federal and private-sector employers to provide retirement income planning guidance. Pat and his staff have developed a specialty in working with retirees and those about to retire who want to protect their principal balance, ensuring a worry-free retirement income (knowing their money will last and that they won’t outlive it). Estate Planning is also one of his strengths. He has shown hundreds of retirees how to build a bridge to confidently guide their assets to their loved ones, avoiding Probate Court, nursing home spend-downs, and unnecessary taxes. All companies promise individual attention and unbiased guidance; Pat delivers on these and offers guidance from an independent position.

Mike started Alliance Wealth Management Group, LLC in 2002 with one primary purpose in mind: To serve the unique needs of those who are in or nearing retirement by creating holistic, custom strategies that breed financial confidence. That remains the firm’s mission today.

Prior to starting Alliance, Mike worked for Protective Life Corporation in Birmingham for 18 years. He served as a Vice President of Marketing for Protective and as President and CEO of its broker-dealer, ProEquities, Inc. Mike is a veteran of the financial services business, having amassed nearly four decades of industry experience.

While busy at work, Mike also served his community for many years at Children’s Hospital of Alabama as President of the Foundation Board and also as member of the Board of Trustees.

Gary Stewart is a highly accomplished Financial Consultant dedicated to addressing the needs for retirees to plan and protect their retirement.

As a retirement and income planning specialist, Gary has spent over 40 years assisting retirees and those near retirement in protecting their savings, reducing income taxes, and taxes on social Security benefits as well as creating retirement income guaranteed to last a lifetime. Gary has extensive knowledge in retirement planning, portfolio and asset management, insurance, and real estate. Gary’s expertise coupled with a keen sense of the financial markets grew his client base in the thousands.

Gary holds a B.S degree in Business Administration from the Rochester Institute of Technology and the Executive Management Program at the Wharton School of Business. He has numerous industry awards for his financial success and client service.

While not working, Gary enjoys spending time with his wonderful family, traveling, and volunteering in the community.

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.

Ron loves his God, country and family. He is a big New England Sports fan, he has two French bulldogs and has a annual pass to Disney World where he and his wife got married.

Russ has been in the Topeka area his entire life except when he attended college at Kansas State Teachers College in Emporia, KS and when he was in the military as a Navy Pilot.  When he was in flight training in Pensacola FL, his dad called him one night and told him his younger brother, Ron, who was an Army helicopter pilot, had been killed in an aircraft accident.  Because of that event, Russ understands respect in a much different way that most people!  If you are involved in building a financial road map for your clients, respect and honesty are extremely important!  After returning from being a Navy pilot Russ was a building contractor for 12 years and a computer programmer for 8 years.  He also taught computer programming at a local private university during his programming years.  If you want to get better at whatever it is you are doing, it really helps to teach it!  Russ has been involved in the insurance industry since 1995.  Helping clients and educating them about a detailed road map to move successfully to your financial destination is very satisfying and enjoyable for Russ and the team here at M.A.P.S.  It would be very informative for anyone interested in being educated about current financial conditions that would affect your successful road map to attend one the upcoming webinars presented by Russ and the team.

Peggy is dedicated to helping people pursue their retirement dreams by utilizing a well-thought-out financial strategy. Even as a self-described introvert, Peggy has always loved helping people and will go out of her way to help them figure things out. Her love of people and numbers inspired her to join the financial services industry where she focuses on helping clients create financial solutions tailored to their specific situations and needs.  Unlike some financial professionals, Peggy is not focused on selling products. Instead, she is committed to helping clients find the best solutions that will allow them to make the best decisions for themselves and their families.

My name is Vasili Zois and I am the Managing Partner, Wealth Advisor, and Chief Compliance Officer of Meritum Wealth Management, a Registered Investment Advisor (RIA) firm, based in Cincinnati, Ohio. Both of my parents have been in the financial services and insurance industries for over 40 years and I am continuing in their footsteps. 

Education and trustworthiness mean a lot to me, which is why I have taken the time to acquire and maintain the following professional designations, including Certified Financial Fiduciary®, Certified Tax Specialist™, and Certified Annuity Specialist®. 

Our firm offers investment management, retirement and financial planning, insurance planning, tax planning, and estate planning for individuals, families, business owners, and institutions. 

Linda Jensen is the principal and owner of Heart Financial Group.  The main office is in Olympia, WA and a satellite office in Lakewood, WA.  Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials of CLU ChFC and has been in practice as a financial services and insurance professional since that time. Linda started her own company in 1997.

Some of the most common concerns of Linda’s clients are:

·        Not having a written plan

·        Taking too much risk

·        Understanding when to draw Social Security Benefits

·        Concern about the next market correction and potential losses

·        Someone to call if a partner dies or is incapacitated

·        Not understanding how long savings will last in retirement

·        Advice about the best way to take income from retirement accounts

Matching her clients with the appropriate amount of risk for their comfort and security is the foundation of financial planning.  Linda assists her clients to manage the risks of retirement:

·       Potential long-term care event

·       Mitigating stock market losses

·       Legacy planning for surviving spouse

·       Tax Planning

·       Estate Planning

·       Longevity Planning

Linda Has enjoyed conducting educational seminars for the past 24 years.