Bio: Apex Acquisition, CSM

Bio: Client Success Manager With Apex

Bio: Head of Client Success

Bio: Community Admin

Bio: Retirement Income Planner. I believe guaranteed reliable income is the basis for a stress free, and more enjoyable retirement.

Bio: Independent Advisor based out of Sioux Falls, South Dakota.

Bio: Advisor since 2018, former architect married with two boys residing in Charlotte NC.

Bio: Wealth Advisor and Investment Strategist located in the Seattle area. Outside of work I’m spending time with my kids, dogs, and being a 12!

Bio: Father and grandfather in Connecticut (New England), U.S.

Bio: Financial planner

Bio: Financial Advisor

Bio: to follow

Bio: I'm an advisor in Phoenix, AZ. I've been with Apex for just over a year.

Bio: Financial advisor for 20+ yrs

Bio: I help people and businesses reduce their taxes, lower expenses, increase retirement assets, plan for longevity and preserve their wealth.

Bio: Started as a stockbroker in 1986 in New Jersey. CFP in 1994 and relocated to Dallas/Ft Worth in 2001. Married 4 children

Bio: Based in Sacramento, CA.

Bio: Experienced entrepreneur and lender.

Bio: Thomas not Tom

Bio: Financial Advisor based in Nevada

Bio: I run a selective RIA based in the greater Kansas City area.

Bio: Mack Deas is Founder and President of Providence Wealth Strategies located in the greater Birmingham, Alabama area.

Bio: COO of Martinsen Wealth Management, LLC

Bio: Jake Riché- McAdam Financial

Bio: Advisor

Bio: Here to grow

Bio: Advisor

Bio: Clayton Shum CFP who focuses on investment planning and wealth management, and he specializes in working with retirees and those nearing retirement.

Bio: Financial Advisor/Advisor Coach