Since 2014, Scott Whatley has worked as an independent Financial Professional. As the number of clients he worked with grew, he knew he needed to

Michele is a Chartered Retirement Planning Counselor (CRPC) and a Managing Partner at WealthFolio Advisors.  Right out of college with

Aly McFarlane, Retirement Financial Strategist and Managing Partner at WealthFolio Advisors, began her financial education at age 14. Her beloved

Tom Gandolfi is the President and Founder of Three Bridges Financial Group and entered the financial industry after years of experience from the

Dr. David Romans is the Director of Business Analytics for Affinity Advisory Network in Canton, OH where he works with people across the US in a

Patrick Mueller is a licensed Investment Advisor Representative, an RFC (Registered Financial Consultant) and co-author of “Dare to Succeed

James got his start in the Financial Services industry in 2007, with a passion for helping people and a desire to share his knowledge with potent

Michael A. Watkins has been a serial entrepreneur most of his adult life. Having employed over fifty people in the 1980’s and 90’s, M

Manuel Negron (Manny) founded GenWealth Advisory Group in 2007 to help those in or nearing retirement with insurance, retirement income planning