Jacob Ciechon is a dedicated financial professional and educator committed to empowering individuals and families to take control of their financ

Brandon Morton is a CERTIFIED FINANCIAL PLANNER™ who specializes in retirement planning and wealth management. Knowledgeable in r

As the president and co-owner of Legato Financial Group, Justin Jenkins is focused on helping clients work toward their retirement dreams through

Mike Ballard has been in the financial industry for the past 40 years.  He had an accomplished career serving as President/CEO of a reg

Alex is a fiduciary financial advisor who is passionate about advancing financial education and consumer advocacy. Through his involvement with A

Albert Wu is passionate about educating others on all things finance related. He is an active contributor to his community and serves on the

For nearly 30 years, Mike has been helping people grow, preserve and realize their legacies. In 1993, he formed Unified Legacy Advisors to help r

Hello, my name is William Potter. Everyone calls me Bill. I was born in Elizabethton, TN. Not long after my family moved to Lodi, New Jersey, whe

Jason received his undergraduate and master’s degrees from the University of Oklahoma in Accounting and Finance.  He is an Investment