Ben started out in the commercial real estate valuation world analyzing and forecasting income and expenses for large commercial investment properties and transitioned into the financial world in 2015 with a desire to protect client’s investments from financial catastrophe. To date, Ben has helped clients shelter tens of millions in assets from unexpected market events that can negatively affect and even devastate portfolios, especially in retirement. Ben has three main areas of focus, he utilizes proprietary and industry leading wealth protection strategies to be sure that if the market corrects or crashes, that his client’s portfolios are minimally affected, he helps ensure that his clients don’t run out of money during retirement, and he also works to help clients create tax advantaged legacy plans so that they can still have a positive effect on their loved ones and/or causes dear to them even after they have passed. 

Ben lives with his wife Whitney, his two daughters Greer and Graylynn, and their lab Beau in North Myrtle Beach, SC. When he is not helping clients, he enjoys spending time with his family on the water or on the golf cart, watching the Tar Heels play basketball, fishing, hunting, coaching his daughter’s soccer team, hiking in the mountains and attempting to stay in shape. He is originally from Lexington, NC and has lived in North Myrtle Beach since 2011.

Brad Rhodes is the founder and president of Brad Rhodes Financial, LLC. He specializes in helping retirees and pre-retirees avoid the most common financial pitfalls that threaten their happy retirements.

Brad loves his work and his clients. He truly enjoys presenting opportunities and strategies that help individuals and couples retire with a guaranteed income for life.
Back in 1992, Brad had the very good fortune of being trained by one of the best retirement educators in the country - his dad.

 
And from his father, he learned early on that you need two things to succeed in a career in financial advice. First, you need to concentrate on the needs of others before yourself; second, it’s important to treat folks the way you would want people to treat your mom.

Brad lives in Lexington, North Carolina, with his wife, Jackie. He is the proud father of two daughters and two grandchildren.

Scott Raab, a Financial Planner at Coastline Wealth Management, offers comprehensive planning services for individuals. While he has a holistic approach to Financial Planning, he focuses on Investments, Life and Long-Term Care Insurance, Estate Planning & Tax Reduction Strategies. Most importantly, Scott provides the education and tools necessary to develop a financial plan for your lifestyle and to help you reach your long-term life goals. Scott has been a Financial Planner since December of 2000. Scott has been an approved Smart Vestor Pro* through Dave Ramsey Solutions since 2017.

His mission is to help clients navigate the stock market and the ever-changing landscape of investments and planning to their advantage and not be fearful of the unknown.

Scott currently resides in Hanover, PA with his always better half Karen. Scott and Karen have four daughters, Raine, Madison, Molly, and Rylie. In addition to being a Financial Planner, Scott is also a Chef and in his free time, he cooks, rucks, runs and sometimes does OCR's. Most of the time is quality time spent with his family.

Jon is an Investment Adviser Representative with Voya Financial Advisors and has a Chartered Retirement Planning Counselor SM designation. He has been in the financial and retirement services industry for over a decade.

Jon works with large employer groups and is a Voya campus representative for large state retirement plans. In addition, he works with Kansas community colleges and school district employer-sponsored retirement plans.

Jon strives to deliver independent and objective advice to every one of his clients. The firm's overall mission is to minimize risk, maximize return and maintain your resources, at all times. Jon uses his knowledge and experience to design and implement financial and retirement income plans for clients.

In 2016, Jon obtained his Bachelor of Science in Business from the University of Phoenix. Before that, he received his Associate Degree in Business from Cowley County Community College. His academic achievements contributed to his membership in the Delta Mu Delta International Honor Society in Business.

Outside of work, Jon enjoys spending time with his family and serving the Lord in ministry as an ordained minister. He is also a licensed Display Fireworks Operator in the State of Kansas.

Jon holds FINRA Series 7, 66, and 63 securities registrations. He also currently holds Life, Health and Disability insurance licenses including the Long-Term Care certificate required by the State of Kansas.

Steve is an Investment Adviser Representative with Voya Financial Advisors, and has a Chartered Financial Consultant® designation. He has over 41 years of experience in the financial and retirement services industry. Since 1977, he has worked extensively with large employer groups in both public and private industries. Just like the medical professional, Steve believes every client should have a thorough financial examination and diagnosis before he recommends any plan or solutions.

The Cross family strives to deliver independent and objective advice to every one of their clients. The firm’s overall mission is to minimize risk, maximize return and maintain your resources, at all times.

During his early educational years, Steve lived in Washington and California before relocating to Kansas and receiving his bachelor’s degree in accounting from Pittsburgh State University. Before that, he obtained his associate’s degree in business administration. He has been a Million Dollar Round Table (MDRT)* member for 35 years. When he’s not meeting with clients, Steve hosts seminars and workshops. His formula for financial success: “Save as soon as you can. Save as much as you can. And save as long as you can.”

Steve holds FINRA Series 7, 65, and 63 securities registrations. He also currently holds Life, Health and Disability insurance licenses including the Long-Term Care certificate required by the State of Kansas.

*Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.

Anthony Engrassia is an Investment Advisor Representative with Wealth Management Strategies, Inc., where he has been serving clients since 2017 after graduating from North Carolina State University. In his role, Anthony provides tailored financial guidance, conducts in-depth risk analysis, and helps clients implement strategies that align with both short-term goals and long-term financial security. He also prepares productivity and compliance reports to support ongoing business development and performance optimization.

Anthony holds the Series 65 license and is a member of the National Association of Certified Financial Fiduciaries® (CF2) a credential that reflects his commitment to always act in his clients’ best interests. He is also affiliated with the National Association of Medicare Supplement and Medicare Advantage Producers, Inc. (NAMSMAP) and is licensed in life, health, and LTC/Medicare insurance. Currently, Anthony is further expanding his expertise by working toward his CFP® designation.

Outside of work, Anthony enjoys spending time with his wife, Kathryn, and their two dogs, Zoey and Piper. He’s passionate about sports whether its watching a game or coaching Little League. Anthony also serves as a Rotaract Chair, where he helps build and strengthen Rotaract clubs, support sustainable service projects, and foster strong ties between Rotaract and Rotary organizations throughout the district.

As a Certified Financial Fiduciary, Jessica C. Fox works

in the best interest of her clients. Jessica obtained a BFA

degree, an MA degree, is currently licensed in 23 states,

and represents Iron Point Retirement Solutions in

Nevada. She is well-known among her clients as the

one person who finally explains concepts in a way they

understand. She offers protected, secure, Zero-Risk-of-

Loss Strategies, enabling her clients growth, income,

minimized taxes, and protections against financial risks.

By prioritizing education, Jessica empowers her clients

to make informed decisions that enable them to

ultimately retire happier ...and wealthier!

"There is never a one-size-fits-all approach to financial

planning...everyone deserves the chance to learn for

themselves what exists and the opportunity to choose

what's right for them and their family."

Jessica’s Motto is: "You Deserve A Wealthier

Retirement!"

Sean Humeston is a seasoned financial professional with over 24 years of experience. His career began in 1996 in Orange County, California, where he toured nationally as a bassist with various rock bands until 2003. Beyond his musical talents, Mr. Humeston played a key role in the financial management of these groups, developing expertise in budgeting and promotion that ignited his passion for finance.

This experience led him to transition into the financial services industry, becoming a licensed retirement planner in 2001. Initially, he specialized in working with educators. In 2008, he founded Shoreline Financial Services LLC. His practice has since expanded to encompass a broad range of financial disciplines, including estate and retirement planning, personal budgeting, wealth transfer, insurance, and income planning.

Mr. Humeston is a member in good standing with the Better Business Bureau and the National Ethics Association.

Currently residing in Queen Creek, Arizona, with his wife. He enjoys traveling and spending time with his four children.  A lifelong musician, he continues to play piano, guitar, and bass.

Scott is the founder of Rincon Wealth Management, an independent financial services firm created in 2018 and named after one of Scott’s favorite places growing up, Rincon Point, also known as the “Queen of the Coast” in Southern California for its legendary surfing environment. It was there that Scott learned the discipline of surfing while gaining respect for the waves, large and small, along with a big-picture awareness of the ocean at large.

Scott is a second-generation financial advisor who began hearing about the business at a young age from his father at the dinner table. He watched his father help create wealth for others and help them on their journey, and he wanted to do the same. Scott also wanted to learn how people made their money, and then help those people make smart financial decisions along the way.

Scott earned his bachelor’s degree in business administration with a concentration in finance and marketing from California State University, Chico. During college, he played baseball and worked in the banking industry. After graduation, Scott worked for several companies as a financial advisor before founding his own, independent firm.

Scott focuses on helping clients move from the accumulation years (working years) into the distribution years (retirement years). He knows that workers today value their work-life balance and focuses on the options that can help achieve that balance.

Scott relocated to Austin, Texas in 2018. He and his beautiful wife, Tori, are raising an active household with three children, Remi, Cash and Tate, along with two Great Danes named Charlie and Goose. Scott enjoys golf, fishing, hunting, surfing and Brazilian jiu-jitsu. He also dedicates time to coaching youth sports in his community.

Justin F. Shaw is the Founder and President of Advanced Financial Concepts (AFC), a firm he established after graduating with a Bachelor's degree in Finance from the University of Houston in 1994.  For over 30 years, Justin has served as a trusted Financial Strategist and Retirement Income Planning Specialist, consistently exceeding client expectations and building a reputation for exceptional service.  His expertise in designing wealth-building strategies has led to significant financial growth and secure retirement incomes for his clientele.

Justin's commitment to excellence is reflected in AFC's culture, which he leads by example.  He holds numerous professional designations, including Certified Funds Specialist (IBF), Registered Financial Consultant (IARFC), and Certified Financial Fiduciary (NACFF). His achievements have earned him recognition as a Five Star Wealth Manager in Texas Monthly (2009, 2010), featuring him among the top 2% of Houston's 22,500 wealth managers.  He has also been featured in Newsweek (2011) and was featured on Times Square Today (2016), broadcast on Fox News and CNBC.  AFC has been an Accredited Business with the Better Business Bureau since 2011.

Beyond individual client work, Justin is a sought-after public speaker, previously hosting two successful radio shows, “The Financial Road Map” and “The Financial Truth with Justin Shaw,”  educating millions on sound financial principles. He is the best-selling author of "The Soul of Success 2" (2015) and an active member of several professional organizations, including the National Academy of Best-Selling Authors, National Ethics Association, and the Better Business Bureau.  A native Houstonian and active community member, Justin lives in Sienna, Texas with his wife Elizabeth of 27 years and their 2 children.