Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”

Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

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Peter J. D’Arruda, MRFC®, RICP®, is former two-time President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financial arena for over 32 years. He founded Capital Financial to help his clients “cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirement. Known as “Coach Pete” to most of his clients and to the listeners of his radio show, he has developed a proprietary process that lets business owners become work optional.

He has written or co-written 18 books to date. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, “The Big Book on Retirement”.

Coach Pete also owns and operates a multi-million dollar production and broadcasting company, Broadcasting Experts, LLC and his staff produces over 80 weekly radio shows and long form video & audio podcasts heard and seen nationwide. His national show THE FINANCIAL SAFARI can be heard at FinancialSafari.com.

Pete has won 3 Emmys, 5 Quillys®,and 10 Tellys, along with multiple EXPYS®. He is proud of each award.

He is a graduate of The University of North Carolina.

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Deborah West, President & Founder

As a proud daughter of a U.S. Army Veteran, Deborah West has taken pride in serving the financial needs of clients since 2000. She founded AGAPE Retirement Group, LLC to provide strategies that offer contractually guaranteed lifetime income, stability against market volatility with ZERO Risk to principal, paired with market participation and tax deferred gains.

Our approach also ensures guaranteed Llfetime income that includes legacy provisions for loved ones. At AGAPE Retirement Group, LLC, we create specific strategies that help our clients eliminate retirement risks, including inflation, deflation, stock market volatility, excess taxes, death of spouse, sequence of events, excess withdrawals, long term care, and longevity risks. Our strategies prevent our clients from outliving their assets by proactively addressing all of these risks.

Our mission is clear—serving families by creating retirement strategies tailored to their needs, which include contractually guaranteed lifetime income streams. Top tier retirement portfolios are not OPTIMAL without them to cover at least the basic expenses. By converting a portion of 401k, 403b, TSP, Mutual Funds, Savings and other assets, AGAPE Retirement Group, LLC offers individualized solutions specific to the needs of each client we serve in over 30 States.

We'd love to help you obtain the well deserved "Retirement Lifestyle" you've worked so hard to achieve and envisioned for yourself and your family. No need to worry, RETIRE HAPPY with peace of mind. At AGAPE Retirement Group, LLC, our strategies have you covered.

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Mark A. Provenzano is the Founder and Principal of Hedged Private Wealth LLC., a Wealth Management and Financial Planning Firm. Mark is a licensed Investment Advisor Representative with more than 21 years of dedicated service in the financial industry.

Mark obtained his Bachelor of Science Degree in Accounting from the University of Holy Cross. He effectively specializes in wealth preservation, accumulation, and most importantly, distribution of assets for his clients. His mission is to provide an advanced level of excellence in Wealth Management, Tax Planning, and alternative portfolio modeling by delivering a full range of sound financial strategies.

Mark has been the featured speaker at many seminars, educating attendees on various topics including Financial Planning and Wealth Management, as well as Medicare Programs. Additionally, he has personally developed programs to help educate and meet the needs of individuals who are underserved and underprivileged.

Hedged Private Wealth believes that wealth accumulation, while simultaneously preserving the client’s assets, is paramount. Central to this philosophy is the vigilant recognition that losses hurt you more than gains help you. As Founder and Principal, Mark strives to consistently align the firm’s ideologies, thoughts, and recommendations with its clients’ wishes and best interests. He ensures that all clients are promised honesty, integrity, ethical considerations in recommendations, and most importantly, service to them.

https://hedgedprivatewealth.com/

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Kimberly Olson is a self-made multi-millionaire and the creator of Goal Digger Girl Co., where she serves female entrepreneurs by teaching them simple systems and online strategies in sales and marketing.

Most recently, she received the honor of being chosen as the ‘Top CEO of 2022’ by the International Association of Top Professionals. Kimberly has been named as one of the ‘Top 20 Life Coaches to Look Out for in 2022,’ ‘Top 10 Most Ambitious Women in Business to Follow’ and is part of Forbes Coaches Council.

She is a TEDx speaker and her recent speech was listed as one of the ‘10 Top TEDx Talks that You Don’t Want to Miss.

Kimberly is also the founder of the non-profit, Elephant Sisters and has two PhDs in Natural Health and Holistic Nutrition. She is the author of six books including several #1 international best-sellers, has a top 25 rated podcast in marketing that recently hit 500,000 downloads, and reached the top half percent globally when she was in network marketing. Most recently she has shared the stage with Rachel Hollis, Erin King, Chalene Johnson and Jessica Higdon.

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John Grace, a Registered Principal with LPL Financial, is a professional with over 30 years of experience. John, an Eagle Scout, attended Carleton College in Minnesota, and is a former President and Trustee of the Ventura County Council of the Boy Scouts of America; a former Board Member and Finance Committee Member of the El Camino College Foundation in Torrance; a former Trustee of the California Lutheran Educational Foundation at California Lutheran University in Thousand Oaks; a former Charter Member of the American Heart Association Ventura County Chapter; a past Executive Board Member of the Westlake Village Chamber of Commerce; and Past President of the Rotary Club of Westlake Village Sunrise. Due to his Knowledge and experience, John is a frequent lecturer on financial matters and has been retained to conduct workshops for colleagues, corporations, and various colleges, universities, and adult education programs, in addition to participating as a regular Keynote Speaker for Junior Achievement events around Southern California.

Since 1979, Investor’s Advantage Corporation has been passionate about working with individuals who are looking to pursue financial independence. By proactively planning our clients’ futures, we develop goals and work towards personal benchmarks. At Investor’s Advantage Corporation we pride ourselves on our ability to build financial independence and confidence. We do this by creating transparent and efficient portfolios that strive to exceed client objectives.

https://www.westlakefinancialadvisors.com/

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Vishaw Sondhi is the founder and President of Vishaw Sondhi, CPA P.C., a firm that provides comprehensive wealth management, tax planning, and accounting services for business owners and individuals. He is a Certified Public Accountant (CPA) a Retired Income Certified Professional (RICP®), and a Personal Financial Specialist (PFS) with over 35 years of experience in the financial industry.

His mission is to help clients plan for their financial future by implementing the right wealth management approach, which combines financial strategies to fit their goals and personality. Vishaw takes the time to get to know you and build a comprehensive financial plan that is uniquely yours because he knows that no two families are alike.

The following are some of the services that he provides:

• Individual & Corporate Tax Planning
• Wealth Management
• Legacy Planning
• Retirement Income Planning (401k, IRA, Pension Plans)
• College Planning (529 plans)
• Investments
• Long-Term Care Planning
• Disability Income Planning
• Small Business Services

Contact Information:

Phone: 732-542-1777

Fax: 732-542-3444

Email: vishaw@vsondhicpa.com

Vishaw Sondhi is a Registered Representative of The Leaders Group Inc. Member FINRA/SIPC. Tax advice and accounting services are offered independently of The Leaders Group Inc. Vishaw is licensed to sell securities in New Jersey and New York. He is also insurance-licensed in New Jersey and New York and many other states.

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