Mike started Alliance Wealth Management Group, LLC in 2002 with one primary purpose in mind: To serve the unique needs of those who are in or nearing retirement by creating holistic, custom strategies that breed financial confidence. That remains the firm’s mission today.

Prior to starting Alliance, Mike worked for Protective Life Corporation in Birmingham for 18 years. He served as a Vice President of Marketing for Protective and as President and CEO of its broker-dealer, ProEquities, Inc. Mike is a veteran of the financial services business, having amassed nearly four decades of industry experience.

While busy at work, Mike also served his community for many years at Children’s Hospital of Alabama as President of the Foundation Board and also as member of the Board of Trustees.

Gary Stewart is a highly accomplished Financial Consultant dedicated to addressing the needs for retirees to plan and protect their retirement.

As a retirement and income planning specialist, Gary has spent over 40 years assisting retirees and those near retirement in protecting their savings, reducing income taxes, and taxes on social Security benefits as well as creating retirement income guaranteed to last a lifetime. Gary has extensive knowledge in retirement planning, portfolio and asset management, insurance, and real estate. Gary’s expertise coupled with a keen sense of the financial markets grew his client base in the thousands.

Gary holds a B.S degree in Business Administration from the Rochester Institute of Technology and the Executive Management Program at the Wharton School of Business. He has numerous industry awards for his financial success and client service.

While not working, Gary enjoys spending time with his wonderful family, traveling, and volunteering in the community.

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive retirement planning.

Ron loves his God, country and family. He is a big New England Sports fan, he has two French bulldogs and has a annual pass to Disney World where he and his wife got married.

Russ has been in the Topeka area his entire life except when he attended college at Kansas State Teachers College in Emporia, KS and when he was in the military as a Navy Pilot.  When he was in flight training in Pensacola FL, his dad called him one night and told him his younger brother, Ron, who was an Army helicopter pilot, had been killed in an aircraft accident.  Because of that event, Russ understands respect in a much different way that most people!  If you are involved in building a financial road map for your clients, respect and honesty are extremely important!  After returning from being a Navy pilot Russ was a building contractor for 12 years and a computer programmer for 8 years.  He also taught computer programming at a local private university during his programming years.  If you want to get better at whatever it is you are doing, it really helps to teach it!  Russ has been involved in the insurance industry since 1995.  Helping clients and educating them about a detailed road map to move successfully to your financial destination is very satisfying and enjoyable for Russ and the team here at M.A.P.S.  It would be very informative for anyone interested in being educated about current financial conditions that would affect your successful road map to attend one the upcoming webinars presented by Russ and the team.

Peggy is dedicated to helping people pursue their retirement dreams by utilizing a well-thought-out financial strategy. Even as a self-described introvert, Peggy has always loved helping people and will go out of her way to help them figure things out. Her love of people and numbers inspired her to join the financial services industry where she focuses on helping clients create financial solutions tailored to their specific situations and needs.  Unlike some financial professionals, Peggy is not focused on selling products. Instead, she is committed to helping clients find the best solutions that will allow them to make the best decisions for themselves and their families.

My name is Vasili Zois and I am the Managing Partner, Wealth Advisor, and Chief Compliance Officer of Meritum Wealth Management, a Registered Investment Advisor (RIA) firm, based in Cincinnati, Ohio. Both of my parents have been in the financial services and insurance industries for over 40 years and I am continuing in their footsteps. 

Education and trustworthiness mean a lot to me, which is why I have taken the time to acquire and maintain the following professional designations, including Certified Financial Fiduciary®, Certified Tax Specialist™, and Certified Annuity Specialist®. 

Our firm offers investment management, retirement and financial planning, insurance planning, tax planning, and estate planning for individuals, families, business owners, and institutions. 

Linda Jensen is the principal and owner of Heart Financial Group.  The main office is in Olympia, WA and a satellite office in Lakewood, WA.  Linda began her career with Prudential Preferred in 1994 where she was an agency leader. She earned the credentials of CLU ChFC and has been in practice as a financial services and insurance professional since that time. Linda started her own company in 1997.

Some of the most common concerns of Linda’s clients are:

·        Not having a written plan

·        Taking too much risk

·        Understanding when to draw Social Security Benefits

·        Concern about the next market correction and potential losses

·        Someone to call if a partner dies or is incapacitated

·        Not understanding how long savings will last in retirement

·        Advice about the best way to take income from retirement accounts

Matching her clients with the appropriate amount of risk for their comfort and security is the foundation of financial planning.  Linda assists her clients to manage the risks of retirement:

·       Potential long-term care event

·       Mitigating stock market losses

·       Legacy planning for surviving spouse

·       Tax Planning

·       Estate Planning

·       Longevity Planning

Linda Has enjoyed conducting educational seminars for the past 24 years.

Melissa began her career in financial services in 1997 with several respected National financial planning firms. In 2006, she founded InvestHER Fiduciary Solutions, LLC, a State Registered Investment Advisory firm. Melissa has worked extensively with families, small-business owners, and city/county government etities with specialized services in developing bulletproof retirement income plans, and business cost-containment strategies. As an experienced financial planner, Melissa uses a methodical approach to help her clients build,  protect, spend, and distribute assets to expand their lives and allow them to live more abuntantly.

Melissa eraned a BBA from Georgia State University and holds multiple licenses and security registrations in multiple states. She is a Certified Financial Fiduciary(R) , Certified Fund Specialist(R), FINRA Arbitrator, and a Goldman Sachs One Million Black Women in Business Scholar. Melissa is also pursuing her Certified Financial Planner(R) designation through the Terry College of Business. [Expected late 2023]

An avid workout enthusiast, golfer, sports fan, and dog mom is also an active member in several professional and civic organizations including the Association of Afican American Financial Advisors, Girls inc. of Greater Atlanta,  the Women's Entrepreneurial Opportunity Project, United Way VIP Alumni Association, and Delta Sigma Theta Sorority, Inc.

Steve helps people clearly identify and achieve what matters most to them using a proprietary process he’s developed and refined to put all the pieces of the financial puzzle together.  This process, the PILLARS FORMula, is driven by personalized financial planning and includes investment management, retirement planning, risk management, tax planning, estate planning, debt and cash flow, philanthropy, and value-added services.  The process is designed to ensure his clients never outgrow the process, but grow into it, as their lives unfold, and needs evolve.

Steve is a graduate of Auburn University and has lived in Alpharetta with his family for 35 years.  Steve is a member of the Greater North Fulton Chamber of Commerce, BNI, the Senior Resource Alliance of North Atlanta, and the Alpharetta Business Association where he is currently serving on the Board of Directors.

Mark is a managing partner of Elevated Financial Management & President of Mark Stimpson and Associates Inc. of Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process. Mark also hosts both a weekly radio & television show in the Seattle-Tacoma metro area.

Since 1979 Mark has specialized in Tax & Income planning along with reducing  market risk, minimizing tax liabilities and protecting assets from the ravaging effects of unexpected long term care expenses.

Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 3 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.

Mark is father to 3 wonderful children & 2 grandsons. Mark loves to cook, ski, play golf & really enjoys spending quality time with friends but especially with his beautiful wife of 43 years.