Jeff is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional® specializing

Joe Franklin, CFP, is founder and president of Franklin Wealth Management & CEO of Innovative Advisory Partners, a registered investment advi

Paul is a Senior Wealth Advisor and Managing Partner who joined our team after a successful career as founder of Capital Advisory Group, Inc.

Kamron Nahavandi has been an Independent Financial Advisor for 20+ years, holding Series Licenses: 6, 7, 63, and 65, as well as Insurance Licens

In the realm of financial education, Tory shines as a dedicated leader with over a decade of experience in the financial services industry. As th

Jesse Mays has over 16 years of experience in the retirement planning and insurance industries. He focuses on providing specific trainings and se

Michael Perna serves as President of First Choice Financial Services, LLC and First Choice Insurance Agency, Inc. With years of experience in the

Jeremy Frazie grew up in Minford, Ohio, where the values of hard work, integrity, and community shaped his life. A proud graduate of Marshall Uni

ason Cillo is the founder of Cillo Wealth Management & Tax, where he provides personalized retirement and tax planning strategies to help ind