Since 1988, Dave assisted businesses and individuals in overcoming financial challenges. Licensed in Health, Life, P&C, and certified in Estate Planning. With Securities Licenses in Series 6, 63, and 65, he’s equipped to provide comprehensive financial guidance. His expertise extends to helping businesses and individuals thrive. He’s also built a strong network of professionals, including CPAs, attorneys, and actuaries, to support clients in reaching their goals. Disclosure: Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are available through individually licensed and appointed agents, not through BCM.

Michael W. Hanna, MBA, CFP®, Certified Financial Fiduciary®, RICP®, AEP® is a Certified Financial Planner Professional and has earned the designation of Retirement Income Certified Professional (RICP), Accredited Estate Planner (AEP), and is the co-founder of Azura Wealth Advisers LLC.

Over the last two decades, Mike has helped a wide spectrum of clients to create a financial roadmap to wealth accumulation, customized for each clients' goals and aspirations. He maintains Series 7 and 66, as well as life and health insurance licenses.

A consistent leader in his practice, Mike is a qualifying member of the prestigious Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity. He is also an active member of the Financial Planning Association (FPA), the Society of Financial Service Professionals (FSP), the Association for Advanced Life Underwriting (AALU), the Estate Planning Council of New York City (EPCNYC), and the National Association of Insurance and Financial Advisors (NAIFA). He was named one of Forbes Top Financial Security Professionals in America in 2021, 2022 and 2023. He was also named one of Forbes Best-In-State Financial Security Professionals for New York in 2022 and 2023. Mike is the Bestselling Author of the book "Get Your Money Right".

Mike stays involved in his community, volunteering as a math tutor to underprivileged students. He sponsors numerous disadvantaged children around the world through Children International, an organization that helps children escape poverty and achieve their dreams. Mike also donates to several charities, including UNICEF and CARE and stays active in the NYU Alumni community as an investor of the Haskins Giving Society. Mike’s outside interests include world travel, jazz, chess, the culinary arts and water sports.

He is registered to sell securities in NY, NJ, CT, CA, AZ, CO, DC, DE, FL, GA, IL, LA, MA, MD, MI, MO, NC, NV, OH, OK, OR, PA, SC, TN, TX, VT and WA, and insurance in NY, NJ, CT, CA, CO, DC, FL, IL, LA, MA, MD, MI, MN, MO, NC, NV, OK, OR, PA, TX, UT, VA and WA. He is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Members SIPC www.SIPC.org.

CA Insurance License # 0J05356 State of Domicile NY**

Bruce Schragin is an independent financial advisor offering clients retirement planning expertise. For many years, he has been helping individuals and families with their financial well-being. Bruce believes that by educating clients on retirement planning strategies, he can help them navigate through a financial stress-free retirement. Through an approach focused on mitigating risk along with portfolio growth, Bruce pursues strategies designed to meet the client’s retirement objectives. As an independent financial advisor with Clayton Biltmore Financial, Bruce offers retirement advice and unbiased strategies based on each client’s unique goals and objectives.

In addition to being a retirement expert, Bruce has an MBA from Washington University in St. Louis and has been an adjunct instructor teaching undergraduate and graduate business classes and is also a Certified Financial Fidicuary ® .

Archer Life Financial LLC mission is to serve our clients in all

areas of their financial needs including asset protection, tax planning

and investments. We call this “Complete Benefits of Ownership”

or C.B.O. Our primary focus is helping clients to protect

assets, qualify for state & federal benefits and preserve investment

funds with guaranteed* growth and income.

Jeff Archer, Certified Financial Fiduciary has been helping

his clients (Business Owners, Executives and Families) since 2001

with their retirement and protection planning. Jeff specializes in

strategies that teach people how to maximize all their assets and

build a retirement in a safe and tax-efficient manner. With all the

economic turmoil in the markets, the country and around the

world, it’s more important than ever to keep your wealth safe and

secure ... but growing.

Jeff and his wife Lisa have been married 27 years and have a 20

years old son in college. Jeff Archer, CFF graduated from Bowling

Green State University. Jeff is surrounded by friends around the

country from his Singing Barbershop experiences since the mid

80’s and eventually being honored with the silver Medal (2nd place

in the World) in 2001 at the International Harmony Society Quartet

Competition in Nashville. Now a Donor and former member of the

Barbershop Harmony Society.

Jeff’s mission is to help clients avoid losing money in the Wall

Street Casino, protecting principal assets and develop final expense,

legacy, estate, and retirement distribution plans.

To schedule a time to discuss your financial future contact our

office at Jeff@ArcherLifeFinancial.com or

call us at 330-715-7577 today!

* Insurance and annuity product guarantees rely on the financial strength

and claims-paying ability of the issuing insurer. By contacting us you may be

provided with information regarding the purchase of insurance products.

My career started in 1977 as a representative for Great-West Life.  I worked in Oregon with companies that had pension plans.  Then I was asked to start an office in Phoenix doing the same thing.  After that, I moved back home to Minnesota with my wife and son, to be closer to family.  I still continued working with companies and their retirement plans.  Then came the 401(k) plan and that has been my focus since 1987, and still is today.  In 1990 I went independent, in order to serve my clients better.  I have worked with over 100 companies/organizations throughout Minnesota and over 150 households in planning for retirement, long-term care and end of life planning.  We now have 3 grown children and 6 grandchildren which are the joy and blessings of our life.

Education has always been a huge part of my life since I started my career.  I hold the following designations:  CLU, ChFC, RICP and CLTC.  Thes designations have helped me be of service to my clients in their life long plans.

• Tom is a fee-based Holistic Planner, Certified Financial Fiduciary®, and National Social Security Advisor (NSSA®) certificate holder.
• Tom was born and raised in Edwardsville, Illinois, where most of his family still live. He played just about every sport growing up as a child, but basketball and golf were the two that really caught his interest in high school. Tom was then fortunate enough to receive an athletic scholarship to play Division 1 golf at Eastern Illinois University. Tom lives his life motto by a quality that his mother instilled in him, “treat others the way you want to be treated”.
• Upon graduating college, Tom immediately stepped into the financial services industry. Tom worked for Brokerage Unlimited, Inc. right out of college where he helped assist advisors with many of their cases regarding Life Insurance, Long Term Care and Annuities. He then worked for Slagle Financial, LLC for several years where he specialized in Medicare Planning for their client’s who were nearing the appropriate age. Tom also specialized in Life Insurance and Tax Efficient Income Strategies. Tom also was a contributing writer for advisory firms across the U.S. and local tv broadcast shows, publishing dozens of articles about retirement plans. With the wide variety of experience related to retirement planning, Tom is now able to bring that together as he specializes in Holistic Financial Planning at The Chamberlin Group. He truly enjoys helping families reach their true peace of mind in retirement by providing a holistic approach that involves all aspects of retirement.
• Tom now resides in Kirkwood, Missouri with his wife Cate and their yellow lab, Lute. They married in June 2023. They enjoy spending time together, going to dinners, hanging out with family and friends, and catching up on shows that they enjoy watching together. Tom also spends his free time staying active, playing golf, as well as setting up numerous golf outings and charity events. Tom runs an annual golf trip with 32 guys consisting of his high school and college friends. The goal for this trip is to play golf in all 50 states over their lifetime (and potentially overseas too). He also runs a large Charity Golf Event that donates to a Cancer Foundation in the Fall every year with his friend. They run this in memory of Tom’s father who passed away way too early to cancer, as well as for his friend who he runs the tournament with, who battled cancer at a young age and defeated it. 

Former stockbroker.
Former insurance manager.
Former sales trainer.

After years of winning trophies and trips, I decided to STOP SELLING.

Disillusioned with our transaction-based, high-commission and inherently conflicted financial industry, I became an independent investment advisor, full-fledged financial fiduciary and holistic financial planner.

I advise. I teach. I invest using Nobel Prize-winning academic research.

And I help create that moment of relief when investing/insurance/estate planning/charitable giving/trust & will creation/tax management/Medicare/Social Security/long-term care/wealth transfer/omg becomes... simple.

I'd love to answer any questions or point you in the right direction (and away from the sales people).

Note: 

I am a licensed Investment Adviser Representative (Series 66) of my Registered Investment Adviser firm. 

I earn no commissions when acting as an advisor. 

If I act as an insurance agent, commissions are generated by the insurance carrier—but I donate 100% of all commissions so I can maintain my Fiduciary position with my clients.

This is my attempt to eliminate conflicts of interest, by design.

I am Fiduciary-Only, Fiduciary-Always.

And I am at your service.

Sherri founded The Athena Team with the goal of providing clients with the best options and strategies for safe-money growth, lifetime income, tax-efficient retirement planning, and insurance and legacy protection. Sherri aims to take the worry out of planning while offering clients peace of mind, knowing their assets and legacy are protected with the loyalty and dedication of a warrior.

“I’m very much a fighter for people,” says Sherri. “The reality is, I can’t keep bad things from happening, but I can help people figure out how to protect what they have now and work toward something for the future that they can be proud of and feel good about.”

Sherri is a financial professional who goes beyond the conventional role of advisor, positioning herself as a tenacious advocate, solutions provider and change champion for her clients. She specializes in financial protection and distribution, takes a holistic approach to retirement planning and is aligned with strategic partners who help further empower clients.

When she’s not helping clients, Sherri loves spending time with her 3 children and grandchildren. She also loves warm weather, beaches and scuba diving.

Blanca Tinoco-Nava is a Financial Paraplanner at Pacific Capital. She graduated from Brandman University with a Bachelor of Business Administration (BBA) degree with a concentration in Finance, Magna Cum Laude. Prior to joining Pacific Capital, she spent nearly a decade working as a financial paraplanner and financial advisor at Ameriprise in Southern California. Blanca is a Certified Financial Fiduciary®️ and is responsible for financial planning strategy research, tax and estate planning coordination, and making sure client’s goals are being reached efficiently. Blanca enjoys being involved with her local PTA and volunteering her time at her kids' school. When Blanca is not in the office, she enjoys trying out new restaurants, dancing, singing, traveling, and spending time with her husband Octavio, their two kids, and their family dog, Baxter.

Comprehensive Personal Financial Planning, Simplified

Do you own a business and want to get out? Are you a highly-compensated executive who is hearing rumblings about corporate downsizing and would find it difficult landing another job--or any job--with the same pay? We can help you make those terrifying transitions with confidence.

Bshapiro Financial is an independent financial services firm. We help our clients make a financial plan and follow it through. We help design and model your cash flows; review your investments, tax returns, legal documents, insurance policies, work benefits; measure your risk tolerance and time horizon to your current investment allocations; and collaborate with your other financial and legal professionals. The result is a comprehensive financial plan that helps predict your probability of the successful attainment of your goals, which we implement and monitor.

We know how unsettling and often overwhelming transitions can be. Talk to us. We make it simple.

Disclosures: Securities and Advisory Services offered through Commonwealth Financial Network®, Member https://www. FINRA.org /https://www. SIPC.org, a Registered Investment Adviser.

The Financial Advisor associated with this website may discuss and/or transact business only with residents of states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please visit BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Bshapiro Financial, 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753-2702, 516 342-6566.