Evan Sussman is honored to serve as Senior Vice President for IFW.  Evan has been a successful financial professional for over 17 years.   On December 24th 2019, Evan was diagnosed with Stage 3 cancer, and is currently on the road to full recovery.  He is forever indebted to the doctors, nurses, and staff that took care of him.  Evan has dedicated his career to helping people secure their financial health and well-being. 

Prior to IFW, Evan was an Agency Sales Director at MassMutual South Florida from 2012 to 2019.  Evan began his financial services career in 2003 with AXA Advisors in Los Angeles, CA. He immediately became a role model and leader in helping his clients effectively meet their financial goals for retirement, college and insurance planning.  In 2006, he moved to South Florida and joined John Hancock in Miami as one of their top financial advisors and later transitioned to Mass Mutual.  

Evan attended Bernard E. Baruch College in New York where he studied finance. His licenses include FINRA series 6, 63, and a 2-15 (life, health and annuities). He was raised in Huntington, New York, with his twin sister and two older brothers. He has lived in several cities but South Florida is truly his home. “Family is extremely important and I am grateful to have them all here living in Florida so close to me". 

Evan's main charitable focus is now supporting other cancer patients and survivors.  Additionally, he is an active volunteer and business partner in the Dade and Broward County Schools.  An outdoor enthusiast and traveler, Evan spends his free time enjoying boating, wakeboarding, tennis, mountain biking, and skiing. His greatest joy is spending time with his two nieces, Sophia and Olivia, and nephew Asher.  He recently has added a new member to the family. A Miniature Schnauzer named Mia.

Cristian Nicolescu is a seasoned financial services professional who has been dedicated to this industry for the past 15 years. He has an impressive track record of success and has achieved the prestigious Chairman's Club award for six consecutive years. Cristian holds the title of Certified Financial Fiduciary and is also certified in Long Term Care.

As the founder of Sunstone Financial, Cristian's firm specializes in providing comprehensive retirement planning, asset preservation, social security planning, and long-term care strategies to his clients. He strongly believes in educating and guiding his clients with compassion and integrity, always putting their best interests first.

Cristian's commitment to client education is further exemplified by Sunstone's educational workshops for retirees, aimed at helping them make informed decisions about their financial future. With Cristian's expertise and personalized approach, his clients can rest assured that their financial goals and aspirations are in good hands.

Communicating with and helping others have always been major points of emphasis for Craig Barnwell. With A Bachelor of Science in Education from Emporia University in 1984, Craig honed these skills by teaching for five years and coaching for 15 years before starting in the insurance business in 1991. He earned his LUTCF designation and brgan his own practice as an independent financial advisor in 2004. He just earned his Certified Financial Fiduciary® designation in March of this year. 

At CB Financial, Craig works primarily with pre and post-retirementclients, growing their portfolios, but especially,  protecting their assets. He knows from experience that economic uncertainty is a certainty. "It's funny", says Craig, "but people generally ask me the same three questions, more or less: 1. Have I saved enough money to retire? 2. Will my savings last my whole lifetime? 3. By the way, how much is enough? I am able to give them solid numbers as answers but then help them achieve their goals- that's the part of my job that is really satisfying to me."

CB Financial will never engage in the high-pressure sales that some firms employ. Craig's philosophy is to never take the trust of his clients lightly and to serve as the alternative to higher-risk-taking money managers, to be the "safe-money guy". This is why a lot of his business comes from repeat and referral clients. He now has even begun to work with the offspring of his former clients, who recomment him to their children. He makes house calls upon request and is always available to his clients, not just when they are doing business. 

"My philosophy is that it's what you do for people after the transition that shows what kind of advisor you are", says Craig. "I haven't worked for Prudential since 2004, but I just helped a woman i worked with back in those days who recently showed up at my office. She tried to pay me and I said, 'No Ma'am, my mother nad grandmother would be highly upset with me.' So yes, I make myself available to my clients, sometimes even after they're no longer my clients!"

The area of focus at CB Financial will always be income planning. Craig believes in treating clients as the unique and individual people that they are. This is why he designs retirement plans specific to each client. Each case presents unique challenges, and he enjoys strategizing with clients to overcome them. 

In his free time, Craig is an avid golfer and reader. A former college basketball player, he jokes that in his mature years he's joined the "dark side" as a college basketball referee. He and his wife have two grown sons and daughters, and seven grandchildren. They both love ocean beaches and enjoy visiting the Caribbean at least once a year. They are also very active in their church. And, as a former teacher, Craig has never lost his passion for helping children- he and his wife recently hosted the Third Annual Fun Day for Foster Kids and thier church. 

Jared Van Slyke is a St. Louisan who attended John Burroughs School before heading to the University of Michigan to play football. He then launched his career in the financial services industry. He previously worked at NYLIFE Securities LLC as a Registered Representative who specialized in providing more personalized and practical financial advice. For more than five years, Jared has cultivated his niche as an educator, first and foremost with a big-picture approach and believes in building customized, comprehensive retirement plans unique to each client. 

Jared enjoys his role as St. Louis Chapter Ambassador for the Football Alumni of Michigan, of which he is a proud member, as well as volunteering for the Alzheimer’s Association. Jared serves the local community as a sports coach and youth mentor for several churches and Wentzville Parks and Rec.

I was born in 1974 to Thomas E. and Lisa Herndon. My father worked in the inland water transportation industry all my life and retired as a towboat captain after thirty-one years. My mother was a homemaker and worked in education within our local school district. I graduated from Stewart County High School in 1992. I went on to study at Murray State University.  

In 1995, I started a career in law enforcement. I worked in numerous capacities. I am most proud of being our area’s first School Resource Officer. I also served as a DARE Officer. The skills that I learned from these positions with regard to education coupled with my background in public speaking at Murray State and my interest in amature theatre, serve me to this day in communicating with and educating my clients. 

In 2004, I began my career in the financial services industry with Edward Jones. In 2008, I went independent and opened an office in my hometown of Dover. 

I have been married to my beautiful and supporting wife, Amy, for twenty-five years as of 2023. We have two children, Wyatt, age nineteen, and William, fourteen. Amy works in healthcare and is devoted to her patients. 

We are active in our congregation of our Lord's church. I have been a deacon and currently serve as an adult Bible class teacher and substitute pulpit minister. My wife has served as a Sunday school teacher. 

Whether it be in church or in a professional setting, I follow the example of Barnabas who accompanied the Apostle Paul. I strive to be a source of encouragement and a humble servant.

Wilson Coffman strives to make a difference for each individual that walks into his office. He if the Founder and President of Coffman Retirement Group and has dedicated his career to help individuals better their retirement. He holds many professional designations to ensure his clients have all of the tools they may need at their disposal. Wilson is Social Security, Medicare, Long Term Care, Life & Health, Financial and Fixed Index Annuity Certified. For many years, Wilson has specialized in the areas of retirement planning, annuity, Medicare, and Social Security.

Wilson’s top priority will always be his clients. He forms a relationship with each client and works closely with them to understand their unique goals and how he can help them develop a plan. Wilson always has his client’s best interest in mind and focuses on maintaining a transparent relationship.

Wilson grew up in Pulaski, Tennessee before moving to Huntsville, Alabama. He is married to his wife, Tonya, and together they have created a large family with six children. His children, Will, Anna, Christine, Noah, Ben and Allision, and his wife, Tonya, are extremely important to him. Wilson would not be where he is today without the love and support of his family.

Mike has been providing Financial services since 1996. As a Senior Wealth Management Advisor at PlanVest Financial, he provides holistic, customized guidance to help Private and Federal employees with their complex benefits and plan for retirement.

Along with the Certified Financial Fiduciary® designation, Mike also holds a Chartered Federal Employee Benefits Consultant^SM (ChFEBC^SM) designation as well as licenses in good standing for Life and Accident/Health insurance. 

Mike is part of the PlanVest Federal fiduciary advisory team which has multiple decades of financial industry experience combined. This group helps Federal employees navigate their complex Federal benefits. The team specializes in retirement planning; tax minimization; income strategies; and risk-based investment management. The group is composed of three financial advisors who hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBC^SM).

Mike is a graduate of SUNY Brockport with a Bachelor of Science in Finance.

Raised in Lakewood, NY, Mike moved to the Washington, DC area in 1985. He is married to Kathy, and have 2 adult children, they reside in Gaithersburg, MD.

Away from business, Mike enjoys playing sports, baking bread, cooking and travel. He is also a frequent blood platelet donor at the American Red Cross.    

Kim M. Fogle is a financial advisor with the NEXT Financial Group. She is a

comprehensive advisor with a focus on retirement planning and asset preservation. She

has been assisting families and retirees reach their financial, retirement, and estate

planning goals for over 25 years.

Her experiences as a woman in the financial industry have also helped her relate to many

female retirees. Half of American women over age 65 are either widowed or divorced and

are tasked with managing their finances alone for the first time.

Kim holds the Certified Financial Fiduciary certification, Series 7, 63 and 66 securities

licenses and state insurance licenses.

She is a proud graduate of Penn State University and Saint Francis University. Outside

of work, Kim enjoys her two dogs, yoga, riding her horse, kayaking and hiking with her

husband of 30+ years. She is the proud mother of two sons who always keep her busy!

Randy has served his clients as a financial advisor for 23 years.  He does full service financial planning and specializes in helping people reduce or eliminate risk in their portfolios.  Randy currently manages over $172 M in assets for his clients and has been designated as advisor of the year for Wealth Watch Advisors for the last 4 years in a row.  He has also served on the board of advisors for the Institute of Business and Finance which is an accredited financial university and the 4^th oldest provider of financial designations in the United States.  He’s been married to his wife Jackie for 30 years and has 2 kids that recently graduated from college.

William brings over two decades of experience in education and business, with a strong background in both fields. As the President of Gold Federal Advisor, he is committed to providing guidance and teaching individuals from diverse backgrounds, spanning the private and public sectors.

With the esteemed designation of CFF (Certified Financial Fiduciary), William leverages his extensive knowledge in finance and a strong sense of fiduciary duty to help his clients achieve their financial goals and realize their dreams.

Working alongside a seasoned team with over 40 years of collective experience in financial planning, accounting, and estate planning, William ensures comprehensive and expert guidance for his clients.

In addition to his professional endeavors, William is dedicated to sharing his knowledge as an instructor at a local high school and teaching finance and money-related classes to adults in the community. His passion for education extends beyond the realm of finance.

Based in Henderson, Nevada, William resides with his wife and seven children. Together, they enjoy exploring national parks through hiking, and boating, creating cherished memories as a family.