Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Since 1986, Jeff has been providing financial advice to hundreds of families, retirees, business owners, professionals, and affluent individuals. His commitment is to build long-term client/advisor relationships and to provide the best in professional guidance. A seasoned professional speaker, Jeff finds his roll as an AFEA chapter president as an excellent way to give back to his community, teaching hundreds of families at Free Public Workshops in the Greater Erie area.
A lifelong Erie resident, Jeff lives in Fairview, PA and is an avid golfer and accomplished musician (trumpet) and regularly performs with the Buffalo Philharmonic "Pops" Orchestra, the W. D. Packard Band in Warren, Ohio and many local groups such as the Misery Bay Big Band. Jeff was the music director, writer/arranger/composer and brass instructor for the Erie Thunderbirds Drum and Corps, and led them to six national championships.
In 2005, Jeff was inducted to the Pennsylvania Drum and Bugle Corps Hall of Fame. On April 24, 2010, Jeff was honored with induction into the Buglers Hall of Fame. He regularly sounds “Taps” for our local hero’s at military funerals, and is also an Ontario Hockey League Off-Ice Official for the Erie Otters Hockey Club.
Ryan Moore brings 20 years of financial industry experience to his position as a principal of Retirement Solutions Group Inc. He is committed to helping clients increase their financial confidence and proud to provide exemplary customer service while displaying the highest standards of ethics and industry knowledge.
His continued goal is to fully inform clients about their options so they can make more knowledgeable choices when structuring a financial strategy that reflects their priorities. Through his guidance, Ryan works with his clients to increase their wealth by helping them avoid exposure to unwanted risk.
Ryan holds a business management degree from Northwood University in Palm Beach, Florida, where he was a four-year scholarship athlete. He holds Life and Health Insurance Licenses in the state of Tennessee that enable him to offer a variety of financial products. Through the National Association of Certified Fiduciaries, Ryan maintains a Certified Financial Fiduciary® (CFF) designation.
Ryan has been featured in several articles and has been invited to speak to his peers at industry conferences over the years. Additionally, he has conducted hundreds of client workshops informing pre-retirees and retirees on a variety of topics including: Income for Life Strategies, Maximizing Social Security Benefits, and Understanding the ABC’s of Medicare, to name a few.
Ryan also works with Elder Law attorneys to help his clients with Extended Care decisions and Probate Avoidance. Through the National Institute of Estate Planners, Ryan maintains a Certified Estate Planner (CEP) designation.
Ryan works with industry-leading companies to help empower him to assist clients in creating more income for retirement, as well as preserving more of their assets.
As a member of the American Financial Education Alliance (AFEA), Ryan gives back to his local community by providing free educational workshops in surrounding Universities and Libraries. AFEA is recognized as a 501(c)(3) Non-profit charitable organization who goal is to help end financial illiteracy in America. Ryan also enjoys coaching youth sports and spending time with his wife and 3 children.
John has been a financial professional since 1982 and holds Bachelor’s and Master’s Degrees from San Diego State University. In 1985, he completed his Certified Financial Planner® professional studies through the College for Financial Planning in Denver and was admitted to the Directory of CFP Practitioners in 1993. John completed a 3 year post-doctoral training in Wealth Strategies Planning from the Estate and Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. In addition, he is a Certified Agent for the California Partnership for Long Term Care (AEP®) and an Enrolled Agent (EA), having successfully passed the exam administered by the Internal Revenue Service.
John conducts numerous seminars and workshops every year. He has been a guest on the PBS show “The Money Makers” and its successor, “The Financial Advisors,” as well as the syndicated news magazine show “Heartbeat of the City.” He has also authored and co-authored several books and publications. John was an Adjunct Faculty member of the National Endowment for Financial Education in Denver and is recognized in both “Who’s Who in California” and “Who’s Who in Finance.” He completed five years of service on the Board of Directors of the San Diego Chapter of the Financial Planning Association (FPA) and the Board of the San Diego Estate Planning Council. He is currently serving as a member of the Estates and Trusts Committee for Rady Children’s Hospital Foundation.
He has been quoted in many local and national publications including: Financial Planning News, The San Diego Union Tribune, La Jolla Light, Research magazine, PRWeb.com, and San Diego Business Journal. John is a member of the Financial Planning Association, The California Society of Tax Consultants and the Estate Planning Council of San Diego.
Craig J. Ferrantino, Certified Financial Fiduciary® & Certified Wealth Strategist® is the founder and president of Craig James Financial Services, LLC. Craig started his career on Wall Street at JP Morgan Private Banking Group in New York City performing asset management and assisting high net-worth clients. Since then, he has amassed more than 32 years of experience in the financial services industry.
During his years at JP Morgan Chase, Craig gained experience in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. Over the course of his career, Craig moved into the investment side of the business, starting with Smith Barney and then A.G. Edwards, concurrently moving from the city to the east end of Long Island. With these groups, Craig gained extensive experience and deepened his knowledge about financial planning for individuals and small businesses.
With the goal to provide truly independent, objective financial advice to his clients, Craig founded Craig James Financial Services, LLC in 2007 to provide specialty services in financial planning and wealth management for pre-retirees, retirees, seniors, and small businesses on Long Island. Craig wants to earn your trust and will work diligently to keep your trust for years to come. Craig is often contacted by the media to provide his independent outlook and thinking on the current markets and economy. Craig currently provides a daily economic and market update every morning at 7:20 AM on LI NEWS RADIO station 103.9 FM.
Craig holds a Master’s degree in International Affairs from Columbia University and a Bachelor’s degree in International Administration from New England College. Craig has passed three Principal/Supervisory Exams (Series 24, 30, 51), two General Industry/Product Exams (Series 7 and Series 31) and two State Securities License Exams (Series 63 and 65). Craig is a well-known speaker on issues relating to investing, retirement planning, financial strategies and wealth management. At present, Craig is the Chairman of the Board for the Financial Planning Association of Long Island, a 350+ member organization of financial professionals. Craig holds the industry designations of a Certified Wealth Strategist® and a Certified Financial Fiduciary®.
Outside of the office, Craig lives with his wife and their three children in Quogue, NY. As a certified Advanced Emergency Medical Technician, he spends his free time volunteering with the Westhampton Ambulance. In addition, he also is a volunteer fire police officer with Quogue Village Fire Department. Craig serves as the New York Chapter Director for two educational nonprofit organizations known as the American Financial Education Alliance and The Foundation for Personal Financial Education. Both organizations seek to educate members of the community on different aspects of financial and retirement planning.
Dave Alison is an accomplished financial, tax, and investment advisor with a passion to help individuals achieve financial freedom.
His professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States.
To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent, Certified Financial Fiduciary® designation, Series 65 - Uniform Investment Adviser Law Examination, as well as the Life, Health, and Variable Annuity licenses.
In addition to Alison Wealth Management, Dave is the founding partner of a financial services company with a vision to help financial advisors across the United States deliver a better financial planning & investment experience to their clients. Under his leadership over the last 8 years, that company has grown into a highly respected enterprise of companies including an SEC Registered Investment Advisor Firm managing over $900,000,000 of client assets, an institutional asset management firm, a financial planning coaching and training organization, and an insurance agency supporting hundreds of financial planners across the United States.
Dave currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes, Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more.
Originally from New York, Dave and his wife, Alana, travel frequently, including trips to visit her family in England. Through this family connection, Dave has also developed a unique specialty of serving the financial needs of UK expatriates residing in the US who are approaching retirement. He and Alana are the proud parents of two beautiful girls.
Currently the vice president of Pancerella Financial Group, LLC., Tim has been exceeding client expectations for 25 years by offering unbiased advice and integrating their investments, insurance and personal tax strategy into an easy-to-understand financial approach. He has earned his client’s trust based on a foundation of ethics, integrity and communication. Tim is also a 5 Star Wealth Manager and has appeared in Philadelphia Magazine. Additionally, he is a retired Navy Reserve Commander with 22 years of service.
Earl Newsome has been in the financial services industry since 1990.Currently, he is an independent financial planner affiliated with NEXT Financial Group, Inc. in Houston, Texas.A 1968 graduate of the U.S. Military Academy at West Point, Earl also holds a Master of Science degree in Computer Science from New Mexico State University.
Earl maintains a simple approach to financial services:Always keep your options open, set up a regular savings plan and then spend the rest!
An avid tennis player and golfer, Earl devotes a lot of his spare time to Greyhound Pets of America, a non-profit organization which rescues greyhounds at the end of their racing careers and places them in homes around the Houston area.
I was born in Jersey City, NJ.My parents moved to the U.S. from Switzerland in 1958. My family moved to Knoxville, TN when I was a freshman in high school.I graduated from Farragut High School in 1981, attended University of Tennessee and graduated in 1987 with a major in Economics.I’ve been in the financial industry 20+ years. I was an Investment Advisor Representative with Edward Jones and Raymond James before going independent/non-captive in 2007; which is when I became an Investment Advisor Representative with NEXT Financial Group, Inc. Member FINRA/SIPC.
I believe in giving back to communities.I do this through my membership with Sertoma (Service of Mankind); Farragut/West Knox Chamber of Commerce and the World Vision Organization, and I was also a soccer coach for 10 years with AYSO.
I have three children: Madeline, Charles, and Marley.Madeline is a graduate of University of Tennessee with major in social science.She is self-reliant and has the heart to help kids and senior citizens through difficult times.Currently, she is employed with Knox County School System as an after school program director.Charles is a senior at Farragut High School and will graduate May 2018.He played club soccer through school.He enjoys business studies and will be attending Pellissippi State in the fall of 2018.Marley is my 1year old, 120 lb. Bernese Mountain dog.He’s currently studying to be a therapy dog.J
I believe life is a fleeting adventure and should be experienced and embraced.
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