Mark Valentich

Mark Valentich Retirement Income Specialist Book a Call About Me Mark helps clients define and achieve their own version of “financial peace” by deeply understanding their goals, concerns, and dreams for the future. He specializes in strategies that allow clients to participate in market gains while reducing downside risk, minimize taxes, and enjoy a confident, […]

Kyle Church

Kyle Church Retirement Income Specialist Book a Call About Me I specialize in helping individuals, families, and business owners build strategic financial foundations designed for long-term growth, protection, and retirement confidence. Through a holistic approach to wealth planning, I focus on solutions that help clients protect income, reduce financial risk, and create tax-efficient accumulation and […]

Kevin Mix

Kevin Mix Retirement Income Specialist Book a Call About Me Kevin entered the financial services industry over 25 years ago, driven by a personal mission to help families like his own understand how to invest wisely. Growing up, Kevin’s parents were hardworking savers, but they viewed investing as risky speculation—a common misconception. Kevin set out […]

Randy Floyd

Randy Floyd Retirement Income Specialist Book a Call About Me I love helping people realize their retirement and investment goals. I’ve helped literally thosands of people since 2000 to do just that. I look forward to visiting with you about your goals and dreams. Contact Details: (913) 600-2249 randyfloydffg@gmail.com Kansas Licensed Advisor For: Areas of […]

Billy Snyder

Billy Snyder Retirement Income Specialist Book a Call About Me I have been helping folks have the best retirement for almost 20 years. Helping them create and have an income for life with no market volatility gives them the best peace of mind. Contact Details: (650) 702-5150 bsnyderinsurance@gmail.com California Licensed Advisor For: Areas of Service: […]

Jonathan Taylor

Jonathan Taylor Retirement Income Specialist Book a Call About Me Jonathan Taylor is a UNCW graduate and financial professional with over 10 years of experience in the financial industry, currently completing his Certified Financial Planner (CFP) designation. His career began helping business owners design and structure employee benefits programs — including 401(k) plans, health, and […]

Michael Collins

Michael Collins Retirement Income Specialist Book a Call About Me 30+ years of helping my clients build and live their financial plan Contact Details: (402) 403-6235 michael.collins@kwmpartners.com Nebraska & Wyoming Licensed Advisor For: Areas of Service: Nebraska Texas Wyoming

Cristi Lorentz

Cristi Lorentz Retirement Income Specialist Book a Call About Me For the past nine years, I’ve helped retirees and pre‑retirees turn uncertainty into clarity by designing retirement income strategies that last a lifetime. My work sits at the intersection of guaranteed income planning, tax‑efficient withdrawal sequencing, and risk management—the areas where retirement success is truly […]

Keith Hawk

Keith Hawk Retirement Income Specialist Book a Call About Me Growing up in a New Jersey middle-class home, Keith’s parents instilled in him an understanding of hard work, dedication, and integrity. He brings that with him in his ability to connect with clients, and work in their best interest—wanting them to succeed and enjoy a […]

Jesse Hantla

Jesse Hantla Retirement Income Specialist Book a Call About Me Jesse Hantla is a Retirement Specialist at Pinnacle Capital Group with nearly a decade of experience helping clients navigate the complexities of retirement planning and long-term financial security. Known for his results-driven approach, Jesse brings deep expertise in the finance and professional services industry, guiding […]