Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® 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!
Linda Vigil is the Founder of AERO Wealth Management and a trusted financial advisor with a strong commitment to putting her clients’ best interests first.As a Certified Financial Fiduciary®(CF2), she upholds the highest standards of honesty, integrity, and transparency in every financial recommendation she makes.
With over 30 years of experience in the financial services industry, Linda specializes in helping individuals and families navigate financial decisions grounded on transparency, education, and a long-term view tailored to each client’s unique goals and objectives. Her areas of expertise include retirement planning, investment management, income strategies, and wealth preservation.
Clients value Linda’s ability to simplify financial concepts, listen with empathy, and provide personalized guidance that aligns with their long-term goals. Whether you're planning for retirement, managing a life transition, or seeking financial clarity, Linda is dedicated to helping you feel secure and empowered in your financial journey.
Linda received her bachelor’s degree at the University of San Diego; and, in her spare time, she enjoys competing in tennis tournaments, mountain biking and trail running.
Gerard is a proud veteran of the United States Marine Corps. Now based in Las Vegas with his wife, Kayoko, and their beloved dog, Sarge, Gerard is a licensed financial professional with over 16 years of experience in the financial services industry.
Through his company, Legacy Financial LLC, and partners the WIN Group and the Virtual Family Office team based model - he is passionate about helping clients find peace of mind in retirement. He understands that financial security isn’t just about numbers—it’s about confidence, freedom, and enjoying the life you’ve worked hard to build. Whether it’s structuring a solid retirement plan, maximizing income streams, or protecting assets, he takes pride in crafting strategies that provide stability and long-term security.
Driven by integrity and a genuine desire to help others, Gerard continues to make a lasting impact by empowering his clients with the knowledge and tools they need to achieve financial success and a stress-free retirement.
Many people have financial pieces in place – like life insurance or retirement funds – but lack a cohesive strategy that includes vital elements such as tax mitigation, long term care, estate planning and asset protection. Today, everything is more complicated and we are living longer so being prepared is more important than ever. Our approach ensures you have a truly complete financial plan, integrating all these components.
Shahrzad is a fiduciary financial broker who believes planning for your future shouldn't feel overwhelming. Her goal is to simplify the process, provide honest guidance, and help you create a plan that truly supports your goals - always with your best interest at heart.
Gary Garland, Certified Financial Fiduciary®, CFP®
Gary was born in Brooklyn, New York. He attended Midwood High School’s Medical Science Institute.
Then, he went to S.U.N.Y. Binghamton (now Binghamton University) where he earned his B.S. in Computer Science/Mathematics. He then earned his Juris Doctor at Brooklyn Law School. Gary was admitted to the New Jersey Bar 12/91 and New York Bar 1/92.He is still admitted to both of those Bars, and is also a Certified Elder Law Attorney.
Realizing that the law alone didn’t fully help retirees, and seeing mishaps caused by well intentioned financial advisors who did not offer holistic planning, Gary then earned his licensure including Life and Health Insurance, Brokerage, and eventually became a Certified Financial PlannerTM in 2016. Other credentials include Retirement Income Certified Professional®, Certified Financial Fiduciary®, Certified Tax Specialist, Accredited Estate Planner®, and several other designations.
Since that time, Gary has sought to improve the quality of advice given to retirees, including maximizing retirement income, properly allocating investments with a goal to achieve the client’s desired results taking the least amount of risk necessary, tax reduction strategies, and legacy planning, first to the surviving spouse who may not have handled the financial affairs, and then to any beneficiaries.
Gary is the current president of the American Financial Education Alliance, Manalapan Chapter, and a past president of the Society of Financial Service Professionals, Monmouth Chapter, and a past president of the Estate and Financial Planning Council of Central New Jersey. He has also co-authored several books, including, “The CPA’s Guide to Life Insurance” and “The CPA’s Guide to Federal and Estate Gift Taxation.”
Gary’s legal and financial practice is headquartered in Manalapan, New Jersey with a satellite in Manhattan.
Gary has been married to his wife Stacey also from Brooklyn since 2000. They have 3 daughters and two goldendoodles. Gary is a former golfer who scored two hole-in-ones in 2013, and can be seen playing a bit of racquetball, and a bit of pickleball, when not giving educational seminars on financial planning.
Gary Garland, Certified Financial Fiduciary®, CFP®
Omolade Babalola is a licensed insurance agent and an Army veteran. She offers over a decade of experience in client/customer services and life and health insurance. Omolade helps customers find coverage that best fits their needs. Her specialty is Health, Dental, Vision, Term Life, and Index Universal life insurance for any age group. She has a master’s in business administration from Malcolm Bridge School of Business.
Curtis is the founder of SBC Financial, starting as a one-man operation focused solely on Medicare services and transforming it into a comprehensive financial firm with a team of 15 full-time employees. From the beginning, he’s been driven by a passion for financial education empowering clients to understand and take control of their financial futures through clear, actionable guidance. Whether it’s retirement planning, wealth management, or tax efficiency, he’s committed to helping clients make informed decisions that align with their goals. Curtis’ leadership style blends creativity with strategic thinking, fostering a culture of forward-thinking solutions that set the firm apart in the financial services space.
Outside of work, he’s deeply committed to health and wellness, finding balance through outdoor activities and spending time with his family & pets. His passion for personal growth fuels his unique approach to problem-solving, and always looking beyond the obvious to uncover new opportunities.
I have been licensed and in the financial world for over 21 years. I am the owner and founder of Texas Financial Retirement Services, LLC, located in Conroe, Texas. I service clients throughout the greater Houston area, and all of Texas. 833-77-Retire, 833-777-3847, or locally at 936-447-0113.
Rebecca Irey is the CEO of Blue Skye Financial and one of the leading voices in modern retirement and wealth strategy for American families and business owners. With a mission rooted in truth, transparency, and empowerment, Rebecca is dedicated to helping people break free from dependence on debt, broken systems, and outdated financial rules — and instead build real independence, generational wealth, and long-term financial security.
A seasoned wealth consultant, coach, and educator, Rebecca brings clarity to a financial landscape that often feels confusing and overwhelming. She specializes in holistic planning that goes far beyond products — integrating wealth building, tax strategy, debt elimination, retirement design, insurance planning, and income optimization into one cohesive, client-first strategy.
Rebecca is widely recognized for her ability to take complex topics like Social Security, Tax-Free Retirement, federal benefits, FIAs/IULs, Roth strategies, and business-owner planning — and translate them into simple, actionable steps clients can use immediately.
At Blue Skye Financial, Rebecca leads a national team serving families, entrepreneurs, federal employees, and retirees with a “big enough to handle every need, small enough to know your name” approach. Her work centers on helping clients move from surviving to thriving, from uncertainty to confidence, and from dependence to true, lasting freedom.
Driven by a passion for service, Rebecca sees finance as more than numbers — it’s about restoring choice, dignity, and possibilities for families across America. When she isn’t guiding clients or training advisors, she is building resources that make high-level financial planning accessible to anyone who wants to change their family’s future.