James Huhn is the founder of WRM Advisors, LLC and this year celebrates his 48^th year in the insurance and financial services industries. He is a Registered Financial Consultant® (RFC), Chartered Retirement Planning Counselor® (CRPC), Long-Term Care Professional (LTCP), a licensed insurance agent in Georgia, Florida, and Tennessee, and holds a Series 66 securities license. He has spent more than two decades as a financial consultant helping others protect what they have worked for throughout their lives. Jim enjoys meeting new people on a regular basis and creating a plan to protect against many financial risks, including market risk, health risks, inflation risk, and longevity risk.

He has created a successful practice working with individuals and business owners both in person and virtually. The firm has established strategic partnerships with carefully selected companies, offering solutions tailored for individuals and business owners. WRM Advisors, LLC. also offers a comprehensive estate planning software tool to assist clients in preparing their estate plans. 

Two of the absolute most important aspects of Jim’s life are faith and family. Jim works with non-profit organizations focused on helping those in need both locally and around the world. Jim relocated to the mountains of Northern Georgia in 2020 and enjoys life in the cabin of his dreams. Jim enjoys all things outdoors, cooking, and most music. He is a published poet and enjoys creative writing in his free time. Additionally, he loves to travel; his favorite travel location so far was Sicily, the birthplace of his paternal grandmother.

Marcus became a financial professional to help offer people what they needed. He quickly realized that most investment companies have their own agenda. Instead of pushing a corporate menu, he knew he wanted to provide tailored advice and options to his clients. The only answer was a reimagined legacy to become an independent, fiduciary financial professional. At Revision Wealth Management, he and his team help clients ReEnvision their retirement. 

Steven L. Rich is an Investment Adviser Representative and Licensed Insurance Professional with Anders & Anders Financial Group. With years of experience as a financial professional, Steven provides comprehensive financial planning strategies to pre – retirees and retirees whose financial goals include building wealth and maintaining financial confidence for themselves and their families.

Steven’s mission is to provide caring attention with comprehensive and impartial insight helping enable clients to act with confidence and ease planning their financial future. To do so, he provides in-depth and objective analysis to help optimize assets and work together.  He creates cash flow analysis, Social Security organization plan, reviews investment strategies, insurance options (including legacy planning) Medicare options, long term care and tax strategies.  He strategically incorporates his results into a holistic financial plan to help clients optimize wealth, providing optimize wealth, and help provide reliable income strategies throughout retirement. In addition, Steven periodically provides educational workshops at the local level.

Steven is a graduate of the Catsaskos School of business at William Patterson University.  He holds the following designations: Certified for Long Term Care (CLTC), Retirement Income Certified Professional, (RICP), Certified Financial Fiduciary® (CFF®), and National Social Security Advisor (NSSA). He has passed the Series 6, Series, 63 and Series 65 securities exams.

Steven and his wife Amanda have three children, Charlotte, Steven Jr. and Colin and reside in New Smyrna Beach. They enjoy their close-knit community and can often be seen taxiing around the area in their “electric blue” golf cart.

Ira started in the investment industry in 1984 as a stock broker working for First Jersey Securities having a desire to help people become financially independent. He went on to work for several other regional and national firms including Shearson Lehman Brothers and Smith Barney. While working for Shearson Lehman Brothers, he completed the prescribed studies and satisfied the requirements for their Guided Portfolio Management Program.In April of 1996, Ira concluded – “to best serve my clients and provide impartial advice, I have to be independent.” As a result, he resigned from Smith Barney and formed the Work Financial Group in West Palm Beach FL.In October of 1996, he completed a one-year course through the Institute of Business and Finance designed to provide a deeper understanding of mutual funds and annuity programs.In 1998, he began his studies with The American College to earn the Chartered Financial Consultant Designation (ChFC®) which he completed in October of 2003.In July of 2003, having completed most of his required courses for the ChFC®, he satisfied the requirements of the International Association of Registered Financial Consultants and was awarded the RFC® designation.In August of 2008, Ira became part of the coaching team of Paul Winkler, Inc. His focus is helping clients understand the common mistakes investors make and what it takes to build successful portfolios. To enhance his client relationships, Ira provides education programs which help investors gain financial peace of mind. As an author, Ira has written articles that have been published in local newspapers and Financial Playbook magazine.In September of 2011 Ira completed the requirement coursework earning the designation AIF® (Accredited Investment Fiduciary).In December of 2012 Ira completed the required coursework through the American College earning the AAMS® (Accredited Asset Management Specialist) designation.In 2016 he earned the designation CASL® (Chartered Advisor for Senior Living) through The American College.In February of 2018 he earned the CRPS® (Chartered Retirement Plan Specialist) designation through the College for Financial Planning.Ira and his wife Elaine enjoy traveling, motorcycle rides, and golf. They have four children and reside in Nashville.

Char was born and raised in the Monroe/Sultan area of Washington state.  She graduated from University of Washington with BA in Communications.  She began her insurance career in 2000.

Char enjoys the freedom of self-employment and the security it offers her as a woman. She has dedicated her career to helping clients keep their Retirement money SAFE and growing! Char says that her greatest achievement in this business is that not one of her clients has ever lost a penny.

Char’s objective is to help clients eliminate as much confusion as possible in planning for their financial future.  She very diligent in helping clients achieve long term financial objectives by utilizing insurance products.  She believes that everyone should have someone with honesty, integrity, and a commitment to make things simpler and less complicated. Integrity and trust are more important than anything else in the business world.

Charlene: WAOIC License #250047

With a career spanning over four decades, in 1993, David Swanson founded Quantum Financial Group,an independent financial services firm dedicated to helping our clients meet their long-term objectives. When working with a financial professional it is important that all the moving parts of your plan work together, and we are committed to making that happen at the highest level, while always providing unbiased recommendations and impartial guidance based directly on your needs and goals. 

Our goal is to safeguard and protect both your financial dreams as well as the assets you have worked so hard to accumulate. And despite ever changing market volatility, and prevailing political and economic uncertainty, there are still proven time-tested strategies that can be implemented right now to ensure that one does not run out of income while also keeping one’s money securely protected from future market downturns. Additionally, we always remain focused on helping you achieve your financial dreams by providing various strategies for converting one’s savings into a long-term sustainable guaranteed income so that one can spend with confidence in retirement while enjoying the fact that their money is guaranteed, safe, and secure. 

As Certified Financial Fiduciaries we always provide our clients with excellent service. Building strong relationships with clients and their financial professionals is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to always exceeding them. Ultimately, we build and establish trust through competence, integrity, and transparency and always remain committed to helping our clients in building tax-advantaged wealth and creating guaranteed levels of income that they will never outlive. 

Rob was overseeing community and youth financial wellness programs for one of the largest credit unions in the nation when he first started to really understand the power of secure compound interest. As a Certified Financial Education Instructor, Certified Financial Coach, and now a Certified Financial Fiduciary, Rob deeply believes Knowledge is Power because applying that knowledge empowers us to create our best path forward. He has seen firsthand how traditional financial solutions were leading to suboptimal results and determined there had to be a better way. After many months of extensive research, Rob discovered there were indeed additional wealth strategies anchored in protection from market risk that can lead to greater income potential and security for his family. In 2019, he joined MPI® Unlimited, committed to helping people change the trajectory of their financial futures, just as he had himself. As the Nationwide Director over Agent Experience and Success, Rob currently focuses on supporting MPI® Certified Advisors with the knowledge and tools they need to successfully provide specifically structured solutions that meet their clients’ goals and objectives.

Rob has a Master of Business Administration from Benedictine University and graduated Magna Cum Laude with degrees in Spanish and History from Arizona State University. Rob believes each of us have daily opportunities to make an impact for good and loves that his work at MPI® Unlimited allows him a way to tangibly improve people's lives and disrupt false money beliefs. For Rob, breaking false narratives and generational patterns goes beyond his work at MPI® Unlimited. His family is his top priority and in addition to serving and playing together, taking regular one on one time with each of his 5 kids is one of his favorite things. He’s also grateful for coming into a greater awareness of the world of emotional healing and enjoys exploring various healing modalities. He actively practices emotional release and recently received his certification in the Integrative Processing Technique.

Ngoc’s story is truly inspiring, showcasing her remarkable journey from a career in education to becoming a Certified Financial Fiduciary®, National Social Security Advisor®, and Retirement Income Strategist. Her transition highlights her courage and adaptability, merging her passion for education with her expertise in the financial industry. With a Master’s in Education Administration and 18 years in the public school system, Ngoc’s shift represents a pivot toward helping pre-retirees and retirees navigate the complexities of the decumulation phase in retirement planning.

Her involvement as a Co-Producer in the thought-provoking documentary, “The Baby Boomer Dilemma,” further illustrates her dedication to education by raising awareness about the critical issues in retirement planning. Her focus on ensuring a safe, secure, and stress-free retirement demonstrates her commitment to improving people’s financial well-being, especially during their later years.

Born in Vietnam, Ngoc experienced the turmoil of war firsthand, escaping its perils on a fishing boat with her family at the age of five. This challenging journey instilled in her a deep sense of empathy and understanding for those who have faced adversity and overcame hardships. Despite the demands of her professional life, she has been a devoted full-time single mother since her son was 6 months old and cherishes their quality time together. Her dedication to education, financial empowerment, and compassion for others is a testament to her resilience and determination.  

Diligent and persistent by nature, Marcus’ commitment to his clients starts with the highest standard of ethics. For him, it isn’t just about business because he cares about each one of his clients and conducts business with them like they are family. He strives to always provide them the best service possible and the right strategies to ensure their long-term success.

Marcus’ expertise lies in his ability to deduce the best pathway possible for clients. Nothing feels better to him than knowing he’s helped his clients fulfill their immediate and long-term needs. He appreciates their confidence in him as a go-to resource throughout such a sensitive process and believes it to be an honor to do so.