My name is Kim Rawlings, Founder of Retirement Pension Review.  I have been helping clients since 2005 get the most out of their retirement. 

I specialize in Tax-Free Retirement plans that far exceed conventional 401k, IRA, and Roth IRAs.  I also help clients with 401k/403b/TSP/IRA rollovers to Fixed-Indexed Annuities where they can achieve potential double-digit growth while protecting their hard-earned retirement savings from stock market loss. 

I am a certified National Social Security Advisor and help clients maximize their Social Security Benefits.   I am also hold the Certified Financial Fiduciary professional designation.

Kim Rawlings carries the Federal Retirement Consultant (FRC) designation from the Federation of Federal Employee Benefits Advocates (FFEBA).

In my free time, I enjoy skiing, hiking, canyoneering, scuba diving, boating and houseboating at Lake Powell, and playing guitar in The FUNdeMENTALs. 

Hello, I am Gregg Gonzalez.  I am the founder of RETIRESTRONG FINANCIAL ADVISORS.  We help women and couple over age 50 plan for a successful retirement.  We help them with the 5 main pillars of retirement planning:  Healthcare Planning, Tax Planning, Legacy Planning, Retirement Income Planning, and Investment Planning.  Our mission is to care more than our clients expect us to care about their well-being.  We use smart planning and tax strategies to make sure our clients have a comfortable retirement. 

Chris Whitlock serves as Program Director for Nationwide Retirement Solutions in its governmental plans division. He is responsible for plan acquisition, retention and expanding Nationwide’s products and services within existing plans. Chris is also responsible for maintaining strategic relationships with plan sponsors and key partners, while leading a team of Retirement Specialists who provide On Your Side service and education to plan participants. He oversees plans in the state of Florida including the State of Florida plan and city/county plans across North Florida. 

Chris joined Nationwide in April, 2007 from his previous position of Marketing Consultant with the Bureau of Deferred Compensation (State of FL) and has 21 years of financial services industry experience. 

Throughout his career, Chris received a Certified Retirement Councelor He obtained his Finance degree from Florida State Universtiy. He holds the FINRA Series 6, 65, 26 and 63 licenses.

Chris is passionate about educating public safety workers about their unique retirement provisions. In his spare time Chris enjoys fishing, laser engraving, drone photography, and spending time with his wife and 3 daughters.

About Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products, including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. 

In 1967 Dean Witter, wrote a memo to the firm Dean Witter, he and Ron’s grandfather founded in 1924. It read, “The most valuable asset of an investment firm is its good name. 

Let us do everything we can to protect it and let us not allow profit to distort our judgement. We have a sacred trust to protect our clients.

In the long run those firms which survive and prosper are those who maintain conservative policies and put their client’s interests first.”

Over one hundred years later, Ron still maintains his family’s principles at Witter Wealth Management. We continue to maintain conservative policies and putting our clients interests first. 

Born and raised in Memphis, TN, my heart is my family.  I'm the mother of 5 beautiful children-the youngest being twin girls, all born within 10 years oldest to youngest.  I have kept busy the past 10 years helping clients with their financial planning and navigating the ever-changing health insurance world.  I help employers with their company benefits as well as retirement plans.  My husband, Jared, and I are a team at home and in our financial planning as I take a conservative approach with insurance products and he is a Series 7 Licensed Financial Advisor.  Every other Saturday night I get to sing at a historical restaurant and love entertaining there.  We are very active serving in our church and I hold a leadership role in the women's ministry.  I'm here to help with any financial planning needs with an objective approach of aggressive or conservative options.  I'm dedicated to doing the very best for my clients. 

Andrew resides in coastal Connecticut and is a strategic partner and advisor with RH Capital.

Andrew attended Sacred Heart University in Fairfield, CT on a Division I golf scholarship, helping his team win three conference championships. Majoring in Finance he spent summers learning tax and bookkeeping at his father’s accounting firm.

He has spent over a decade in finance and accounting roles both consulting and auditing fortune 100 companies. Andrew began his work with retirees advising small business acquisitions and transitions.

Bertrand Fote, MD, MBA, CF2

Certified Financial Fiduciary® (CF2) | Emergency Physician | Financial Services Expert

With over 12 years of experience in the financial services industry, a Master of Business Administration (MBA), and a background as an emergency physician, I bring a comprehensive, multi-disciplinary approach to financial planning and fiduciary responsibility. As a Certified Financial Fiduciary® (CF2), I am dedicated to providing transparent, ethical, and client-centered financial advice. My approach is grounded in integrity, ensuring that every recommendation I make aligns with my clients' best interests and long-term financial goals.

My background as an MBA professional allows me to integrate business management principles with financial strategies, ensuring that clients receive holistic advice tailored to their financial objectives. I understand the complexities of both personal and business finance, and I work with clients to optimize their financial health, whether they are planning for retirement, managing investments, or seeking guidance for business-related financial decisions.

Having worked in the high-pressure field of emergency medicine, I understand the importance of making well-thought-out decisions under pressure. This expertise is applied to financial planning, where I assess risk carefully and provide strategies that are aligned with my clients' goals, values, and risk tolerance. Whether it’s retirement planning, estate planning, or investment strategy, I am committed to empowering clients with the tools and knowledge they need to confidently navigate their financial journey.

As a fiduciary, I uphold the highest standards of care and loyalty, ensuring that all financial decisions are made with the client’s best interests at heart. I specialize in personalized wealth management, business financial planning, and financial education, helping clients achieve long-term stability and security.

With my MBA, medical background, and fiduciary expertise, I provide a unique, comprehensive approach to financial planning that reflects both business acumen and personal care. Whether you're managing your personal wealth, planning for your family’s future, or navigating the financial needs of your business, I am here to guide you with clarity and confidence.

Contact me today to begin your financial journey and ensure that your future is protected, no matter what challenges lie ahead. Email: bfote@yahoo.com 

Robert Warther is the CEO & Founder of Warther Private Wealth, where his focus on capital accumulation, estate and trust planning and tax saving strategies enables him to create tailored solutions to meet his clients objectives.

Robert is a longtime member of the Million Dollar Round Table and consistently qualifies for membership in the prestigious Top of Table.

Robert currently resides in Naples, FL with his wife Fleur and dog Coco. In his free time he enjoys flying his plane, kitesurfing and watching the Cleveland Browns.

Caleb Staggs launched his career at Aetna, where he specialized in helping Medicare recipients navigate the complexities of their coverage options. With a strong passion for education, Caleb is dedicated to empowering individuals to make informed decisions about their healthcare needs. His primary goal is to ensure that clients are well-protected and confident in accessing the services they require.

Having assisted Medicare recipients nationwide, Caleb is thrilled to bring his expertise to the Middle Tennessee area. He understands that each person’s situation is unique, which is why he believes in the importance of personalized consultations. By taking the time to assess individual needs, he ensures that every client receives the coverage and strategies that best suit their circumstances.

As a Certified Financial Fiduciary®, Caleb also specializes in making sure people are protected for retirement as well. He has expertise in making sure that people have all the pieces of the puzzle taken care of, such as tax planning, long-term care planning, Social Security optimization, proper income planning, growth strategies, and expert financial advising. He believes that people who have worked hard their entire lives should have proper planning in place to make sure they can live the retirement of their dreams and not run out of money before they run out of life.

Caleb meticulously reviews all available options for his clients, selecting those that he believes will provide the best protection for his clients in the future. His commitment to outstanding service and support makes him a trusted resource for those seeking to improve their healthcare and retirement experiences.

When he’s not working, Caleb loves cheering on the Tennessee Vols, spending quality time with his wonderful wife and their three energetic dogs, and perfecting his skills on the smoker. There’s nothing quite like the joy of a game day, the companionship of his furry friends, and the satisfaction of delicious, smoked meats.

Mr. Robert Lawson has 40 years of experience in the financial services industry with securities, investments, retirement plans, and insurance and in a professional capacity as a registered representative, financial advisor, investment fiduciary, branch manager, securities, and options principal. He is the President and Chief Compliance Officer of Barrington Capital Management, Inc., a Registered Investment Advisory (RIA) firm he established in 1988. He also serves as the President and Managing Principal of Barrington Financial Consulting Group, Inc., a securities and insurance litigation consulting firm with experienced testifying and consulting experts.

  Bob is the former Chair of the Master Registered Financial Consultants (MRFC), former Practice Management Chair and Director of Securities Experts Roundtable (SER), former Membership Chair of the Minnesota State Bar Association (MSBA) Dispute Resolution Section, and is currently recognized by the Minnesota Supreme Court as a Qualified Neutral under Rule 114 of the Minnesota General Rules of Practice as a Civil and Facilitative/Hybrid Mediator and Adjudicative /Evaluative.

  As a Securities & Insurance Expert Witness and Litigation Support Consultant, Mr. Lawson is retained by both claimants and respondents for FINRA arbitrations, mediations, and court settings. He speaks with clarity and precision and his expert opinions are founded upon his years of experience and thorough understanding of industry rules, standards of professional conduct, and the codes of ethics for the brokerage, investment management, and insurance industries. Retaining counsel is supported by extensive research, expert witness reports, persuasive testimony, and decades of industry, brokerage, supervisory and fiduciary experience. 

   Mr. Lawson is knowledgeable in the financial services industry with numerous nationally recognized certifications and has conducted over 500 presentations, CLE’s, and workshops for attorneys, financial services professionals, and individual investors.

Mr. Lawson serves as a Director, Board Member, or Member for the following organizations:

-Securities Experts Roundtable (SER) Former Practice Management Chair and Director – Current Member

-Minnesota State Bar Association – Former ADR Chair and Current Member

-Master Registered Financial Consultants (MRFC®) Former Chair and Current Member

-International Association of Registered Financial Consultants (IARFC)

-CFA Institute - Member

-CFA Society of Minnesota - Member

-National Society of Compliance Professionals (NSCP) – Member

-Association of Certified Fraud Examiners (ACFE) – Member

-Twin Cities Chapter Certified Fraud Examiners (TCCFE) – Former Board Member

-Member Thomson Reuters Expert Witness