Tag: Retirement Planning

John Nabergall II: Leading with Integrity, Insight, and a Commitment to Financial Stewardship

I’m proud to share my professional executive biography, highlighting nearly four decades of experience in financial services, investment management, and strategic advisory leadership. Throughout my career, I’ve remained committed to integrity, analytical thinking, and helping individuals and organizations make informed financial decisions that create long-term value. I’m excited to continue exploring opportunities to contribute through board service and collaborative leadership.

Scott Stolz: Helping Advisors, Organizations, and Clients Achieve What Matters Most

After more than four decades in the financial services industry, I’m grateful for the opportunities I’ve had to lead, mentor, innovate, and help advisors and clients navigate retirement and financial planning challenges. From leadership roles at Raymond James and iCapital to serving on industry boards and contributing to financial publications, the journey has been incredibly rewarding. I’m excited to continue sharing my experience through advisory and board opportunities. Here is my biography.

Christopher Waters: Building Stronger Organizations Through Experience and Vision

I’m proud to share my professional executive biography, which highlights my 40+ year career in financial services, wealth management, leadership, and board governance. Throughout my journey, I’ve had the opportunity to work with incredible organizations, serve in leadership roles, and help individuals and businesses navigate growth, strategy, and financial success. I remain passionate about serving organizations through advisory and board opportunities where experience, integrity, and relationship-driven leadership can make a meaningful impact.

Austin Thomas Jett, CFP®, ChFC®: Building Enduring Wealth through Disciplined Strategy, Informed Decisions, and Long-Term Vision

I’m excited to share a deeper look into my professional journey and the experiences that have shaped my approach to financial strategy, leadership, and long-term value creation. Over the past 15+ years, I’ve had the opportunity to work with incredible clients and teams while continuing to grow as a leader in wealth management and investment advisory. Here is my biography.

Jim Tsiakos: Guiding Growth Through Expertise, Integrity, and Human Connection

I’m excited to share a deeper look into my professional journey—a career shaped by leadership, mentorship, and a passion for helping advisors and organizations grow with clarity and purpose. After more than four decades in financial services, I remain committed to contributing meaningfully through advisory work, board roles, and strategic collaboration. Here is my biography.

Otis Manning: Transforming Business Wealth Into Personal Freedom

I am pleased to share my newly crafted executive biography, which reflects my four decades of work helping individuals and business owners transform their financial futures. My journey has been shaped by a lifelong commitment to principled guidance, wealth preservation, and empowering others through education and strategic planning.

Jeffrey Lapidus: Guiding Financial Futures with Clarity, Integrity, and Purpose

I am proud to share a deeper look into my professional journey, values, and the work that has shaped my career over the past four decades. From financial planning to business leadership to my years behind the microphone, each chapter has been guided by a commitment to clarity, service, and helping others make confident decisions. Here is my biography.

Robert Chernow: Transforming Insight Into Impact; For Organizations, Leaders, and Lives

I’m excited to share a newly crafted executive biography that reflects the arc of my career—from healthcare innovation to entrepreneurship, policy leadership, emotional intelligence, and advisory work across industries and continents. My journey has been driven by helping organizations and individuals grow with clarity, purpose, and resilience.

Edward L. Gunnell II, EA, MST, NTPIF: Empowering Organizations to Grow with Confidence and Precision

I’m excited to share a deeper look into my professional journey, values, and the work that has shaped my career over the past three decades. My path has been driven by a passion for service, a commitment to ethical leadership, and a desire to help individuals and organizations grow with clarity and confidence. Here is my biography.

David Rainwater: Guided by Knowledge, Driven by Service, Committed to Impact

I am excited to share my professional biography, which highlights my 38 years of experience in insurance, financial services, and product distribution. My journey with AmeriLife has taken me from agent to senior executive, where I have had the privilege of leading teams, developing products, and shaping strategies that drive growth and impact. I am passionate about applying my knowledge and leadership to help organizations thrive.

Josh Taylor: Experienced Financial Strategist, Risk Manager, and Investment Advisor

Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

Daniel J. Seyler: Empowering Success through Integrity, Insight, and Impact

After many years leading national sales organizations, launching a successful insurance agency, and serving on several nonprofit boards, I’m excited to share my executive biography. It reflects the journey I’ve taken across corporate, entrepreneurial, and charitable sectors—and the values that continue to guide my work.

Reina L. Schlager, CPA/PFS*, RHU, CSA: Pioneering Financial Integrity with Compassion and Clarity

After a lifetime of dedication to finance, education, and community service, I'm proud to share my professional story and the values that have shaped my career. From launching risk management programs at the University of Pennsylvania to building a successful financial advisory firm, and now continuing my journey through speaking and board engagement—I remain committed to service and strategy. Here is my biography.

Micah DiSalvo: Visionary CEO and Strategic Growth Leader in Financial Services

Micah DiSalvo is an accomplished CEO and strategic leader with over 26 years of experience in the financial services industry. As Chief Executive Officer of Madison Retirement Holdings and Partner at MAP Retirement, he has led organizations through transformative growth, private equity expansion, and innovative retirement solutions. Known for his integrity, industry expertise, and ability to drive results, Micah also contributes to public service as a member of the Wisconsin Governor’s Financial Literacy Council and serves on the advisory board of the Rosenberry Society at United Way of Dane County.

Eric J. Ludovico: Collaborating in a Thoughtful and Impactful Way

After more than 25 years in financial services—across client advising, compliance, operations, and leadership—I’m excited to share a detailed view of my professional journey. I’ve always believed in the power of collaboration and clarity, and I’m looking forward to exploring opportunities where I can contribute to board service and organizational strategy. Here is my biography.

Dale White: Trusted Medicare Specialist and Faith-Led Financial Advocate

I’m Dale White, a Medicare Specialist and financial services professional with nearly five decades of experience helping individuals and families make informed, confident decisions about their health and financial well-being. As the Manager of Integrity Insurance Services, I work independently with top carriers to ensure each client receives personalized, unbiased support. My journey—from early roles in banking and investment to guiding thousands through Medicare enrollment—has always been grounded in faith, service, and a sincere desire to help others. I view my work as an extension of my calling and am grateful for the opportunity to make a meaningful difference every day.