As seen in Kiplinger's
RETIREMENT PLANNING 2024
Your Guide to a Secure Retirement:
MEET AMERICA'S RETIREMENT EXPERTS
DAVE LOSKILL ARIZONA
Dave is recognized as one of the top retirement planning advisors in Arizona. He has appeared on financial talk shows on ABC, CBS, NBC, and Fox. He is a best-selling author who was invited to Washington D.C. to discuss his innovating retirement strategies. The Loskill Retirement Advantage Plan provides all clients with a roadmap to retirement financial success.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Loskill Financial Group is independent of Tucker Asset Management
GAYLYNN LOSKILL ARIZONA
GayLynn Loskill has a long passion of helping others to secure their retirement income and retire happy. She was a licensed C.P.A. working in the public accounting field for more than 10 years before getting her Series 65 and her Health and Life Insurance licenses. Born and raised in Arizona, she is married, and currently has four children and four grandchildren at this time.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Loskill Financial Group is independent of Tucker Asset Management
CHRIS SHOOP ARIZONA
Following in his family’s footsteps, Chris is a valued member of the Loskill Financial Group specializing in Wealth Management. He currently holds his Series 65 and Arizona Insurance licenses. As a financial planner and a fiduciary, Chris always puts his clients’ interests first by creating a clear and comprehensive retirement plan that works best for them.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Loskill Financial Group is independent of Tucker Asset Management
PAUL IVANOFF CALIFORNIA
Paul Ivanoff, Founder/CEO of Ivanoff Advisors, is a retirement planning and Long-Term Care expert. He’s been a financial advisor for over 40 years and has a passion for helping retirees attain financial security for retirement. He is also a member of a renowned advisory board that assists other advisors in improving their practices around the country. Paul resides in Seal Beach, California, with his wife Suzanne, who is an independent Medicare agent with top carriers.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Ivanoff Advisors is independent of Tucker Asset Management.
TRAVIS IVANOFF, CLTC® CALIFORNIA
Travis has been a financial advisor for over 16 years and holds Series 65, Life, and Long-Term Care licenses. He is a partner with his father Paul at Ivanoff Advisors, the family business. Travis’s passion is creating income plans for clients to retire confidently. He is a member of a renowned advisory board that helps advisors across the country improve their practices. Travis resides in Cypress, California, with his wife, three daughters and their golden retriever Baloo.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Ivanoff Advisors is independent of Tucker Asset Management.
THOMAS SAVINO CALIFORNIA
Thomas W. Savino, MBA, is an Investment Advisor Representative, Certified Kingdom Advisor, Certified Long-Term Care Specialist and President of a full-service wealth management firm. Thomas looks at each client's total financial picture, evaluates current risk, and prepares a strategic income plan to direct them throughout their retirement years. He firmly believes in the three-pronged strategy of protecting assets, managing risk and providing lifetime income.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Savino Advisory Group is independent of Tucker Asset Management.
DARREN PETTY, CFP®, RICP® COLORADO
Darren Petty, CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional®, serves as President of Tucker Financial, a comprehensive retirement planning firm in Denver, Colorado. Since 2010, he has been designing, building and maintaining client plans that provide maximum sustainable income, steady growth, and tax efficiency. With continued excellence and integrity, Darren and his capable team are guiding dozens of soon-to-be retirees into their best life yet—where every day is Saturday.
Investment advisory services provided through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
TERRY THOMASON COLORADO
Terry brings over 20 years of industry experience to evaluating strategies for overcoming today’s retirement planning challenges. He often works with federal employees in the private sector, and approaches each individual with a diagnostic ear to help solve their unique retirement planning concerns. Terry and his wife Sherry of 35-plus years live in Colorado Springs, Colorado, and have seven grandchildren.
Advisory services are offered through Replica Wealth Advisors Inc., a Registered Investment Advisor in the State of Colorado. Insurance products and services are offered through Mountain Range Insurance Advisors, an affiliated company. Replica Wealth Advisors Inc. and Mountain Range Insurance Advisors are not affiliated with or endorsed by the Social Security Administration or any government agency. If affiliated with a Broker/Dealer add: • Securities offered through [B/D Name], Member FINRA/SIPC. Replica Wealth Advisors Inc. and [B/D Name] are separate entities, independently operated. Whenever you invest, you are at risk of loss of principal as the market does fluctuate. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Replica Wealth Advisors Inc. works on a “Best Efforts” basis and does not promise or guarantee any results. Past performance does not represent future results.
KARLAN TUCKER COLORADO
It has been Karlan Tucker’s privilege to serve more than 5,000 retirees over the past 31 years. Many were not financially positioned for a retirement of 30-plus years, but he helped them design plans that secured their income. Karlan is co-author with Brian Tracy of Tracy’s book, “Success in the New Economy.” He is the Founder and CEO of five firms in the Tucker Financial Group with more than $3 billion in assets under advisement.
Investment advisory services provided through Tucker Asset Management LLC, an SEC Registered Investment Advisor.
KENNETH TUMOLO, CFP® CONNECTICUT
Ken Tumolo possesses a long-held passion for helping clients attain financial security and independence as they plan for their retirement years. He is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 66 license. With Ken’s retirement planning methodology, all the pieces fall in place—the estate planning, the tax planning and the investment portfolio.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Tumolo Financial is independent of Tucker Asset Management.
NICK TUMOLO CONNECTICUT
Nick Tumolo graduated from Central Connecticut State University with a Bachelor in Accounting. He worked five years in business accounting before joining Tumolo Financial, and shortly thereafter obtained his insurance and Series 65 securities licenses. He is passionate about sharing his knowledge of taxes and retirement planning with his Tumolo Financial clients.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Tumolo Financial is independent of Tucker Asset Management.
ROCCO KRYNS FLORDIA
Rocco is Founder/President of Wisdom Financial Services in Fort Lauderdale, Florida. As an independent advisor and income strategist for 24 years, Rocco has helped over 5,000 people and prides himself in having never lost a dollar due to market volatility. He protects people from the “Big Three,” he says: “Stock-Market Downturns, Nursing Homes, and Uncle Sam.” Rocco loves spending time with his wife Jennifer and daughter Charlie, and is also an "Iron Man" triathlete.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Wisdom Financial Services is independent of Tucker Asset Management.
GLEN McGAHA FLORDIA
A financial professional since 1992, Glen offers his clients the kind of in-depth knowledge of financial strategies that comes from 30 years of experience. His credentials include a Series 65 securities license, Life Underwriter Training Council Fellow (LUTCF) accreditation, and a Financial Services Certified Professional (FSCP) designation. “I work as an independent financial professional,” says Glen, “so I don’t answer to financial companies or brokerages and am not beholden to any products or sales goals.”
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Bayside Retirement Services is independent of Tucker Asset Management.
JOHN RIPLEY FLORDIA
John, a US Marine Officer, is honored to be an Investment Advisor Representative at Smarter Retirement Solutions, a multi-state team. A nationally recognized seminar speaker, John shares retirement and investment insights as an Elite Member of Ed Slott's IRA Advisor Group. His team proudly sponsors Smarter Feds Workshops nationwide, focusing on empowering federal employees to maximize their benefits. He and his wife Stacey serve together and have five adult children. John holds the CLTC, ChFEBC, CFF®, and FRC.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Smarter Retirement Solutions is independent of Tucker Asset Management.
KEITH INGERSOLL IDAHO
Keith began his financial services career in 1986 and soon thereafter obtained his securities license and LUTCF designation, which required years of study in personal, property, health and business insurance planning. Keith’s broad range of knowledge enables him to understand a client’s whole financial situation. He has served over 2,000 clients in his career.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Secure Financial Strategies is independent of Tucker Asset Management.
CRAIG BARNWELL KANSAS
Communicating with and helping others have always been extremely important to Craig Barnwell. He earned his LUTCF designation and began his own practice as an independent advisor in 2004. Craig earned his Certified Financial Fiduciary designation in 2023. His philosophy is to never take the trust of his clients lightly, and to serve them as an alternative to higher-risk-taking money managers. Much of his business comes from repeat and referral clients.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. CB Financial is independent of Tucker Asset Management.
NANCY NELSON LOUISIANA
Born in Ontario, Canada, Nancy Nelson began working in financial services over 25 years ago and was licensed for investments and insurance in Canada, where she also obtained her Certified Financial Planning degree. In 2000, she moved to Louisiana and now holds insurance and Series 65 licenses in the U.S. Nancy is passionate about financial education and retirement planning, including long-term care, and loves to help people uncover all of their financial options.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. GBT Investment Advisors is independent of Tucker Asset Management.
GEORGE MAGAS MARYLAND
George earned his CPA in 1986 and opened an accounting firm in Damascus, Maryland, in 1990. In 2000, he achieved college, estate, and retirement planning certifications. George has helped over 150 families with $20M+ in assets retire, and says, “It’s a great satisfaction to put a plan together for clients and watch them live their best years without financial worry.” George believes he receives so many referrals because tax and retirement planning are directly connected.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Magas Advisory Group is independent of Tucker Asset Management.
JEFF SACHS MISSOURI
Jeff realizes it’s not how much money people save, it’s what they do with it. He helps people approach retirement with security and peace of mind. Since 2010, he’s helped over 500 families successfully retire. Jeff’s holistic approach to financial advice prioritizes what’s most important and touches on all facets of finance. Outside the office, you can find Jeff on his bicycle riding for local charities, cooking, and playing board games with his family.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Sachs Financial Group is independent of Tucker Asset Management.
MARK CHIODA, MBA NEW JERSEY
Mark Chioda, Managing Director/CEO of Strategic Retirement Solutions, is a widely respected financial analyst and investment advisor representative, specializing in growth and safe accumulation of assets, as well as retirement income and Social Security planning. For over 25 years, he has assisted clients in attaining and maintaining their lifelong financial goals and objectives using proven asset allocation and income strategies.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Strategic Retirement Solutions is independent of Tucker Asset Management.
TODD REEP NORTH CAROLINA
Todd Reep has nearly 40 years of experience in the financial industry. Prior to founding Reep Wealth Planning, he began as a personal financial records administrator in the United States Marine Corps, where he was awarded a Meritorious Mast for his service. Todd has held investment advisory positions with several large firms, including Edward Jones and Bank of America Investments as a Senior VP. He holds Professional Financial Planning and Federal Retirement Consultant certificates.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Reep Wealth Management is independent of Tucker Asset Management.
TEDD KITZMILLER PENNSYLVANIA
Tedd Kitzmiller has helped Pennsylvanians retire for the past 32 years. With his counseling background, he takes a holistic approach to retirement planning, assisting individuals toward a comprehensive income plan that focuses on the key elements of retirement: estate planning, income, inflation, long-term care, risk assessment, Socials Security optimization, taxes, and wealth transfer. Tedd firmly believes that income is the outcome that matters most in retirement.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Kitzmiller Financial is independent of Tucker Asset Management.
TIM MCCLESKEY TENNESSEE
Tim McCleskey Jr. has worked in the financial industry for 22 years, helping families understand their behavior with money. Throughout his career, Tim has helped clients eliminate debt and save for retirement through his "Four Legs of Balance" system, which he detailed in his book, “The Volcanic Eruption of Debt.” He conducts seminars with federal agencies to prepare their employees for retirement.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. FedUp Group is independent of Tucker Asset Management.
BOBBY DARWIN TEXAS
Bobby Darwin has guided people in Southeast Texas through retirement for over 20 years. Working with retirees from ExxonMobile, Valero, Dupont, Chevron, and other Fortune 500 companies in the area provided him valuable experience, and marketing his expertise on radio has earned him the trust of his community. “The work is very serious,” said Bobby, “yet I truly enjoy when I am able to help someone find the freedom and security for a happy retirement.”
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Merit Advisory Partners is independent of Tucker Asset Management.
DAVID WEST UTAH
David is the Founder and Managing Partner of West Capital Advisors Inc., which specializes in helping individuals develop comprehensive solutions to decisions regarding their wealth. He has over 30 years of experience in assisting clients on how to save money from unnecessary income taxes, inefficient financial structures, and uncompensated risk investments.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. West Capital Advisors, Inc. is independent of Tucker Asset Management.
DEIRDRE HAFEN WASHINGTON
For over 27 years, Dee Dee Hafen has leveraged her considerable experience in personal retirement and wealth asset planning to guide thousands of clients through changing markets and economic challenges. She holds licenses in Securities, Life Insurance and Long-Term Health Care.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Hafen Financial is independent of Tucker Asset Management.
JILL PIERCE WASHINGTON
Jill received her Business Management degree at Utah Valley University and began working with her father’s financial advisory immediately afterward. She is licensed to handle all financial transactions, and manages life, disability, long-term care, annuities and all types of asset management as a Fiduciary. Jill says she always tries to “maximize growth, minimize risk, reduce fees and taxes where possible, and maximize future lifelong income and flexibility,” and is proud to have several third-generation clients.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Pierce Financial Strategies LLC is independent of Tucker Asset Management.
JON HAMMEL WISCONSIN
Jon Hammel of Hammel & Company Advisory Group has been helping people retire since 1993, serving thousands of clients. He specializes in retirement, estate and income planning, and holds licenses in five states. He has been a member of the Association of Chartered Senior Financial Planners for over a decade. In 2017, American Equity honored Jon with a trip to Washington, D.C., to meet with and help educate Senators and Congress members on retirement issues.
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Hammel & Company is independent of Tucker Asset Management.
Not endorsed by or affiliated with any governmental entity. Guarantees are based on the claims-paying ability of the issuing insurance company. Agents are licensed for the products they sell. *Investment advisory services provided through Tucker Asset Management LLC, a registered investment adviser.