Lawrence Castillo is President/Owner of L and C Retirement Income Planners and host of Safe Money & Income Radio in Albuquerque, New Mexico. Lawrence has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.

Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.

Lawrence Castillo is President/Owner of L and C Retirement Income Planners and host of Safe Money & Income Radio in Albuquerque, New Mexico. Lawrence has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.

Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.

Lawrence Castillo is President/Owner of L and C Retirement Income Planners and host of Safe Money & Income Radio in Albuquerque, New Mexico. Lawrence has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.

Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.

Lawrence Castillo is President/Owner of L and C Retirement Income Planners and host of Safe Money & Income Radio in Albuquerque, New Mexico. Lawrence has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.

Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.

Raised primarily in Kentucky, Jim graduated from the University of Louisville with a Bachelor of

Science degree in Business Administration. After 20 years in the corporate world focusing on

Risk Management, Jim entered the Insurance and Financial Services industry in 2003 where he

has been an endorsed advisor for active and retired educators from several states. The

business climate change to helping individuals reach their Financial and Insurance

goals has been one of the most rewarding attributes that contributes to his passion about this

field. He has spent the past 18 years utilizing various Insurance products to provide Financial

security for his clients with Risk-Free Investments, Estate Preservation tools & Health Insurance

products for strategic protection from acute and chronic health conditions. Jim enjoys helping

his clients achieve their goals while gaining security of their hard-earned assets.

On the personal side, Jim is an exceptionally proud Grandfather of his twin grandchildren and

loves to spend time with them as often as possible. Jim also is an avid golfer, active in

many outdoor activities and is a die-hard college sports enthusiast.

Gary Siano, RICP® is President and Founder of Guided Wealth Management, LLC. Gary specializes in retirement income planning solutions. He holds the Retirement Income Certified Professional® designation from the American College of Financial Services and is a Certified Financial Fiduciary®. Gary started his career in 1984. 

For 15 years, he worked in the credit union of a Fortune 100 pharmaceutical company. While there, Gary worked with their HR staff to design a Retirement Planning workshop. Gary traveled the country giving workshops to their employees nationwide. After bulding a successful practice for the credit union, Gary started Guided Wealth to bring those same executive retirement planning solutions to the public. Gary is a multi-year award winner of the 5 star Wealth Manager Award. He is also a Christian, a husband, a father, and an avid Philadelphia sports fan. Go Birds! 

Because Zeke Bucci-Torres is passionate about people, he has made his career one of service.  He began by serving in the United States Air Force and then chose a career in the insurance industry in order to assist others navigate the overwhelmingly confusing yet incredibly beneficial world of insurance.   He is adept at listening and ascertaining needs in order to match his clients to the best insurance products for their goals which can range from providing lifetime income for their retirement to leaving a legacy for their loved ones.  Earning many awards, he has been a recognized leader in the industry for over 17 years in Albuquerque, NM where he joyfully resides with his four amazing children and his beautiful wife of 25 years.  Zeke is committed to his family and his values and continues to pursue goals outside of business, including his 2nd degree black belt in Karate.

Cory excels in presenting Safe Harbor Retirement Group, LLC clients with solutions that help protect their financial future, and prepare for future obligations. He works to help people set and achieve financial goals that provide strategies for greater wealth, financial peace of mind, and confidence in their future.

As owner and managing member of Safe Harbor Wealth Advisors, LLC, Cory’s credentials include Ohio Life and Health Insurance licenses, and is a registered Investment Advisor Representative with a Series 65 securities license. Cory also hosts a weekly financial radio show “Financially Tuned,” that can be heard Sundays on several local radio stations. Cory earned his bachelor’s degree from Ohio University, a master’s from Ball State University, and is a Six Sigma Black Belt. Cory and his wife Melissa live in Columbus.

As the founder and president of Wealth Trac Financial, LLC, Kurt Fillmore is focused on helping clients work toward their financial dreams through a well-thought-out strategy for every stage of life. The son of two teachers, Kurt was abruptly thrown into the finance world at 19 years old when his father passed away, leaving Kurt a modest inheritance. Unprepared to deal with this tragic loss, Kurt relied on his father's financial advisor to manage the money. Through tax mismanagement and poor investment choices, Kurt's inheritance was soon cut in half.

At the time, Kurt was a student studying Finance at one of the top-ranked business schools in the nation, the Ross School of Business at the University of Michigan in Ann Arbor. He began educating himself on personal financial strategies and the details regarding his own situation. It was then that Kurt decided his goal in life: To use the knowledge he gained to help other families secure their futures and avoid large financial setbacks like he experienced at such a young age.

Following graduation, Kurt spent two years as an account executive at CitiGroup, where he managed retirement assets for medical professionals. He was named National Financial Counselor of the Year in 2002 and 2003. Kurt became an independent advisor in 2004, ultimately founding Wealth Trac Financial in 2007. He holds his Series 65 securities license with fiduciary duty and his Michigan life and health insurance license. Kurt is also a Notary Public in Michigan and is a member of the Better Business Bureau. Kurt makes it his responsibility to thoroughly understand clients’ goals and dreams and to leverage his knowledge and experience to help clients realize them. He was named one of the Michigan Financial Leaders by Forbes and a Five Star Wealth Manager by HOUR Detroit Magazine. He also has been featured in and on multiple national and local news outlets for his industry knowledge, including Forbes, CNN, Consumer Reports, US News & World Report, Detroit FOX-2 News and Kiplinger.

Kurt lives in Bingham Farms, Michigan, with his wife, Erika, and three small children, Dylan, Elliana, and Mason.

Kevin was born and raised in S. Korea, but has been a Southern California native since 1988.  Watching his parents work hard to provide a better life for him and his sister, Kevin understands the value of hard work, and also what it means to protect what you’ve worked hard for.  This means that he doubly understands the importance of protecting his clients’ assets, but also setting up a retirement plan that will sustain the lifestyle that they’ve been dreaming about. 

This is why as a financial planner and advisor for The Corban Group, Kevin is always thinking ahead for the firm’s clients (and how they can live their best life!). Whether they’re wondering if they can retire comfortably or they’re at the start of their career looking for that perfect roadmap, he digs deep to deliver a thoroughly though-out, complete financial plan — one that’s focused on sustainable, long-term growth.

Kevin gets to know each client on a personal level to help advise and guide them to feel confident about reaching their goals. Using keen analytical skill and expertise with retirement plans, investments, estate plans, taxes, insurance options, cashflow & debt management, he implements tangible steps to help clients preserve their hard-earned assets and avoid pitfalls that may have not been considered. And when he’s not busy doing that, you’ll find him enjoying life with his wife and two gremlins daughters, looking for new delicious restaurants to try, volunteering at church, or at the local car meet.