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Scot Shier

Financial Advisor

Quintessential Financial Corp.

I'm a "Certified Financial Planner" with over 26 years of experience as a licensed securities advisor and insurance agent. I received my Aeronautical Engineering Degree from the U.S. Air Force Academy, and my Masters Degree in Systems Management from USC. As an Adjunct Professor, I have taught Retirement Planning at University of Redlands and also taught at UC-Irvine. I occasionally serve the military as a "Personal Financial Counsellor." I'm very active in my community, serving in the Newport Beach Chamber of Commerce. I'm past President of the Mission Viejo Chamber, and serve on the board of the Financial Planning Association in Orange County. I was also Chairman of the Investment Advisory Commission for the City of Mission Viejo. My company is Quintessential Financial... a name chosen because I have Quintuplets (Five 24 years old... all graduated from college and working in their chosen careers). So I know something about college planning, too. I provide investment and insurance strategies for families and businesses. This includes devising income generating strategies for financial freedom (some call it "retirement"), and minimizing the dreaded tax bill. I'll put my engineering analysis to work for you. All securities offered through Money Concepts Capital Corp., Member FINRA/SIPC. Quintessential Financial Corp. is not affiliated with Money Concepts Capital Corp. Investments products and services available only to residents of California, Arizona, Oregon, Pennsylvania, South Carolina, and Washington.

George Reilly

Financial Advisor

Safe Harbor Financial Advisors

George Reilly is among fewer than 5% of all Certified Financial Planners in the U.S. who also have a law degree. In addition to his J.D., he earned a Masters in Law degree from George Washington University School of Law with a specialization in income taxation and estate planning.Unlike many financial advisors who focus on investment management, George has a tax-focused practice, working with primarily pre-retirees and retirees. The financial planning needs of clients in this stage of life are more complex than those who are in the saving for retirement years. Planning for retirement income and financial independence must factor in tax issues and legal readiness. In addition to his tax background, George's estate planning experience gives Safe Harbor clients a truly unique holistic approach to their planning needs.

Michael W. Mandarino

Financial Advisor

123 Investing LLC

Michael William Mandarino grew up in West Newton, Pennsylvania, a small town 25 miles South of Pittsburgh. Michael attended the United States Military Academy at West Point receiving a Bachelor of Science in General Management, and a Field of Study in Systems Engineering. He was commissioned a Second Lieutenant into the United States Army in 1996. Michael then attended the Military Police Officer Basic Course in Alabama. On December 2, 1996 he arrived in Germany for his first assignment as a Military Police Platoon Leader. In 1998 he deployed his platoon for six months to Bosnia and Herzegovina for NATO peace keeping operations. After his return from Bosnia, he held positions as a Battalion Personnel Officer and a Group Intelligence Officer in Hanau, Germany. Receiving an Honorable Discharge in July 2001, Michael left the Army to pursue a career as a financial advisor. In January 2002, Michael started his financial planning career helping the US Military and US Federal Employees living in Germany to achieve their personal financial goals. Michael is currently working as an Investment Advisor Representative for G.A. Repple, serving Americans both overseas and in the United States. In January of 2011 he relocated to the Tampa area of Florida. He offers comprehensive financial plans that include personal savings, multiple investment strategies, and a detailed risk management strategy. His strengths include helping military and federal employees prepare for transitioning into the civilian sector or for their ultimate retirement. Michael currently holds the following Financial Industry Regulatory Authority Licenses: Series 26, 6, 63, and 65. He also holds a residential State Health and Life Insurance Licenses from the state of Florida and is licensed in various states. Michael is an active member of The Crossing Church in Ruskin, Florida. He is also part of the Iron Men Ministry at the Crossing church where he was blessed to have been their leader for over 2 years at the Tampa Campus. Michael is married and has a daughter who attends Florida State University. He is a member of the West Point Society Florida West Coast Alumni Chapter. Michael also volunteers playing Santa Claus with the 1Voice Foundation, working with Pediatric Cancer patients and their families. He is also a Life-time member of the Veterans of Foreign Wars and the Association of the United States Army and is a Disabled Veteran. In his spare time, Michael enjoys working out, fishing, traveling and spending time with friends and family, reading his Bible and getting to know God more and more each day. In November 2016, Michael graduated from the Bible Center for Training for Pastors with a Pastoral Certificate. He is a member of the National Association of Christian Financial Consultants. Jesus Christ is his Lord and Savior! One who is faithful in a very little is also faithful in much, and one who is dishonest in a very little is also dishonest in much. Luke 6:10

Robert Just, CFP

Owner

Main Street Wealth Management

I started out with a large national financial planning and investment firm. After ten years I realized that I wanted to stop selling commission-based products and instead wanted to concentrate on fee-only investment management and financial planning. As a fee-only advisor, I have true independence to do what is in the best interests of my clients with no propriety conflicts. Thru the years I have started two fee-only investment advisory firms for other organizations before starting Main Street Wealth Management in April of 2019. I am well known for helping, educating, and supporting clients as I help them develop strategic investment plans for their future.

I'm T.J. van Gerven, CFP®, founder of Memento Financial Planning. I help professionals and families use their money with intention so they can build financial flexibility and independence. My work is focused on guiding clients through the real-life decisions that shape their financial future - from... One thing I want my clients to know about me is... I practice the same planning and investment principles as my clients.

Michael’s credentials have been impeccable over his career. Beyond being a LPL Registered Representative, he has a license in life and health insurance, and maintains the designation Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants (IARF... As fiduciaries, we act solely in our clients' best interests. Independent and unbiased, we provide strategies to reduce taxes and maximize growth — not just manage investments.Our

I provide Financial Planning for Attorneys and their families. I focus on helping clients get a handle on their current finances, clarify their values as they relate to money, and free up time to focus on what matters most. I have been a financial planner for over a decade, working with individuals...

I am a graduate of The Ranch Management Program at TCU, have a Bachelor’s Degree in Business with a major in Finance from Texas Tech, a Master of Business Administration degree from Texas Tech with education at a graduate level in the usual MBA curriculum plus courses in asset management and advance... One thing I want my clients to know about me is... Echelon Investment Management is a Texas-based private wealth management firm that provides fee-based, customized client investment counsel.

Welcome, I'm Ryan. After 8 years of service as a U.S. Marine Corps Captain, I returned home to Kansas City to work for a large wealth management firm. While grateful for the opportunity, I started to feel the firm was in direct conflict with clients’ best interests and my personal values. So I ...

Joe is a fee-only financial advisor at Bay Capital Advisors, LLC, located in Virginia Beach, VA. He is a Navy veteran who served throughout the United States and overseas. His assignments were aboard submarines and on staffs that took him around the world where he was exposed to a wide variety of ... One thing I want my clients to know about me is... I'm a terrible golfer and everytime I play I question my judgement!

I'm Co-Founder of NaviPath Financial. My firm prides itself on creative financial planning strategies for business owners and high net worth families. My core team focuses on advanced tax mitigation strategies designed to maximize the benefit to our clients while reducing their tax bill now and in t...

I am a financial planner whose goal is to deliver personalized planning for each of our clients at various life stages—from purchasing their first house to developing an income strategy in retirement and everything in between. Any good financial plan should provide a roadmap of where they are now t...

Focus. As Senior Vice President- Investment Officer, with Wells Fargo Advisors my mission is to provide a comprehensive investment plan to help you feel confident about your financial future. Background and experience: Prior to working at Wells Fargo Advisors I worked at a small sales and marketing ... [One thing I want my clients to know about me is:] As a Financial Advisor, my team is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with targeted, comprehensive investment advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.

In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later ...

James joined the Acorn Financial family in 2003 as a Financial Planner and became the sole owner and managing partner of the firm in 2012. Previously, James worked as a Financial Advisor at American Express Financial Advisors. James also has many years of experience as a seasoned entrepreneur in th... I help people make smart decisions with their money. Its not just me, we have a whole team behind me of CPAs, Attorneys, and CFPs. At Acorn, it's Your Wealth. One Team.

Ira began his financial career in 1989 as an accountant and auditor, analyzing the financial statements of corporations both large and small, He provided solutions to lower taxes, reduce expenses, increase income, and stay compliant with corporate policy and procedures. In 1997, he decided it was ti...

Krista’s consultative approach began in New York where she started her multi-decade financial services career. By building relationships with her clients, Krista understands their unique financial needs and then leverages her analyst experience and planning approach to deliver comprehensive financia... I believe open and direct communication is foundational in the planning process.