Andy Urso has over 20 years of experience in the insurance and financial services industry, helping individuals and small business owners protect and grow their assets. He has also assisted clients in setting up retirement plans with guaranteed income designed to last throughout their lifetime.

Tim Taylor is the COO of The Wingate Group, Inc. and the Owner of Wealth-Patriots, LLC as a Certified Financial Fiduciary®, Tim has helped financially motivated business owners and individuals keep more of their hard-earned money and avoid paying unnecessary taxes for over 20 years...Helping them to Grow, Access, and Protect their wealth with the most Tax-Advantaged methods available.

Throughout the years of working with individuals and their budgets to help them become financially free, Tim has helped them get out of debt ranging from as little as $150 to as much as $1.5 million.

Tim and his beautiful wife have 4 daughters and 10 grandchildren. When he is not helping his clients, Tim loves spending time with his family and being outdoors.

Bruce has been involved in Financial Services since October 1985. Over the course of his career, he has held several key financial licenses, including the Series 3, 7, 63, and 51, and he currently holds the Series 65. In addition to these qualifications, Bruce also holds Life, Health, and Property & Casualty (P&C) Insurance Licenses. He is certified by AHIP in Medicare, the National Social Security Advisor (NSSA) program in Social Security Planning, as an IRMAA Advisor, and as a Federal Benefits Retirement Consultant (FBRC). Originally from Merrick, Long Island, Bruce has lived in Vienna, Virginia, since June 2007 with his wife, Dayna. He has two adult children—his daughter is an architect, and his son works in sports analytics. Bruce has also contributed to his community by coaching baseball and basketball, volunteering to raise funds for the Leukemia and Lymphoma Foundation, and raising awareness about the importance of bone marrow transplants in saving lives. Bruce resides with his wife, Dayna, and their two standard poodles, Scout and Sadie. He is an avid fan of the New York Yankees and the New York Islanders.

My name is Tatjana Schmitt, and after earning my Master of Business Administration and completing a successful 30-year career in the airline industry, I moved to Texas and shifted my focus to what inspires me most—helping individuals and families plan for a brighter tomorrow.

As a licensed agent in Life and Health and as Certified Financial Fiduciary, I provide guideance to guide families through proven Indexed Strategies,towards a future where their children have the freedom to chase their dreams—whether that means pursuing higher education, exploring the world, or following their own unique path. And I  help individuals prepare for retirement with strategies that provide confidence, security, and peace of mind. Having raised my own family and experienced my own transition into retirement, I understand the questions and concerns, that come with planning for life’s next chapter.

When I’m not working on behalf of my clients, I enjoy spending time with my family,especialy my granddaugher, traveling, and embracing the Texas outdoors—especially exploring the many scenic bike trails in the area.

Mr. Porter conducts Financial Planning, Investment Consulting, Family Office activities, and Trust planning and management with his team.

I have been a Financial Advisor for 12 years. I love spending time with my clients helping them achieve their financial goals. I love spending time with my wife and two kids, and playing sports in my free time. 

LUTCF^®, LTCP, CLTC^®, FSCP^®, LACP

CEO and Wealth Advisor

Brett Sause is the Founder and CEO of AFG Wealth, a boutique financial planning practice headquartered in Easton, Maryland.  

AFG Wealth was established in 1999, shortly after Brett began his financial services career. Since then, Brett has prioritized continuing education and learning opportunities to serve clients' needs best. Brett has received numerous advanced financial designations, including Life Underwriter Training Council Fellow (LUTCF®), Long Term Care Professional (LTCP), Certified in Long Term Care (CLTC®), Financial Services Certified Professional (FSCP®), and Life and Annuity Certified Professional (LACP).

Brett is a proud member of the Financial Planning Association (FPA) of Maryland and the National Association of Insurance and Financial Advisors (NAIFA), further demonstrating his dedication to professional excellence and commitment to staying ahead of industry standards.

A distinguished achievement in Brett's career is his membership in the Million Dollar Round Table (MDRT)*, where he has attained the prestigious Top of the Table status. This recognition reflects his exceptional client service, success, and leadership within the financial services industry. Brett has also been recognized as Agent of the Year by the Baltimore/Annapolis General Office of New York Life Insurance Company every year from 2009-2024.

Philanthropic involvement is a priority for the Sause family. Brett and his wife, Molly, formed the Brett & Molly Sause Family Charitable Fund in 2014 to focus on maritime safety, community involvement, and children's bereavement programs. These efforts reflect their dedication to fostering safer waters, stronger communities, and providing support to children during difficult times.

Brett is also a member of the MDRT Foundation, where his donor level is that of the "Royal Order Excalibur Knight," the most prestigious donor level one can achieve within the organization, with a minimum donation of $250,000.

An accolade that brings Brett great pride is his lifetime membership with the National Eagle Scout Association. Brett, an Eagle Scout himself, was named the Eagle Scout CEO of the Year for the Baltimore Area Council in 2014.

Outside of the office, Brett is an avid yachting and maritime enthusiast. He holds a United States Coast Guard Master Merchant Marine Officer 100 (GRT) credential with a commercial towing endorsement. Brett loves spending time with family and friends on the Chesapeake Bay and surrounding waters. Brett and Molly live in Oxford, Maryland, with their daughter Emily and their two Goldendoodles, Bailey and Maggie.

Jim Connell is the owner of Retirement Planning Group and RPG Insurance Services.  He has been in the business for nearly 10 years and holds securities, life, and health licenses.  He currently holds the Certified Financial Fiduciary ® Designation and educates people on the many facets of retirement planning, including income planning, tax planning, and estate planning.

Jim recognized the need for specialized planning when it came time for people to transition from the years they spent accumulating wealth into retirement, when they need to preserve and distribute that wealth. He founded Retirement Planning Group to provide that much-needed education and to help give people clarity when it comes to this important phase of life.

A graduate of Miami University, Jim has been married to his wife, Julie, for over 30 years, and have 4 wonderful children.  They currently reside in West Chester, Ohio, and Jim is active in the community, including serving on the Board for Mount Notre Dame High School and its Investment Committee.

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.