Jim has spent more than 20 years in the financial services industry and honed his expertise to become a recognized top 1% asset manager. His remarkable journey began after he earned his degree from Michigan State University and set his sights on transforming the financial advice space. Currently pursuing the Chartered Financial Analyst (CFA) designation, Jim’s commitment to continuous improvement in his strategies and services is evident. Jim now uses his accumulated knowledge to help his clients gain clarity and transparency into the opaque world of annuities. In the last 30 years, consumer options within the annuity market have exploded; there are currently over five trillion dollars invested into annuities by individuals, and the market is expected to double in the next 15-20 years.

Adam Howard NSSA®, CFF®, is an independent financial professional who is dedicated to helping clients with the four pillars of retirement planning: health, wealth, legacy, and long-term care. Seeing his father lose his health, business, and family home in the crash of 2007 has empowered Adam to help others prepare for the unexpected.

“Throughout my career I have helped hundreds of families and business owners create strategic plans that identify personal and business goals. I make it my priority to deliver beyond my client’s expectations by helping them strategize the best solutions based on their needs.” Roy Snarr My dedication and passion has enabled me to build a successful and recognized business and to become a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). An international organization consisting of the top 1% of licensed financial professionals. As a part of my ever-growing financial education I serve as a local Board member for the Society of Financial Services Professionals (FSP). I hold an LACP designation; Life and Annuity Certified Professional.

Joe Uppleger, founder and President of Safe Future Financial, LLC, serving our clients as we do our own family. Joe Uppleger, as host of Safe Money Radio Show and a National Presenter, Joe has enjoyed helping people all across the nation protect their retirement money. Over the years, Joe has helped people protect millions of dollars in retirement assets, and not one of those people has ever lost a penny from market downturns. “There is something truly wonderful about being able to help people have peace of mind about their finances.”

Jack Whittaker has been providing financial services since 1986. He worked for a Fortune 500 company for 21 years before founding Carolina Benefits Group, where he specializes in helping clients pursue financial independence. Jack’s tenure was marked by an impressive 16-year consecutive appointment to the Chairman’s advisory board and 12 consecutive years as the number-one in sales. At Carolina Benefits Group, Jack and his team provide retirement strategies, income planning, legacy and life insurance planning, Medicare supplement insurance, long-term care, and Estate Planning. With 44 years of marriage and two adult children, and four grandchildren, Jack is committed to helping others achieve financial independence and has built a successful agency.

David D. Stanley specializes in helping pre-retirees and retirees build, preserve and protect retirement assets. Dave founded Integrity Financial Service, LLC, and has been helping his clients with their financial needs for over thirty years. He strives to educate his clients on how to prepare for retirement, minimize the impact of market volatility on their assets, and deal with the challenges of increased longevity. Dave believes that a proper financial strategy blends both time-proven tactics and innovative new technologies to develop reliable income streams. As a professional, he is a Registered Representative with DH Hill Securities, LLLP, holding a Series 6 and 63 licenses in the State of Michigan and is also a Certified Estate Planning Professional.

Bill has been guiding clients to manage their financial lives since 1988. Bill spent 13 years in banking as a Trust Officer in Florida and Michigan, five years as a broker with Smith Barney in Troy, MI, and has owned his firm since 2004, located in Almont, MI, which is 40 miles north of Detroit. Bill has always put his clients’ interests first. While securities licensed, Bill maintains a perfectly clean record with FINRA, which you can check for yourself by going to FINRA Broker Check.