Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more
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Darren started working in the financial services field in 1997. Since 2001, he has served as a Financial Advisor and Investment Advisor Representative. He enjoys helping his clients plan for... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS)... show more
Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
As a Chartered Retirement Planning Counselor CRPC and with over 27 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Tax Planning
Michael has worked with families and individuals for over a decade building comprehensive plans. He has always enjoyed strategizing with clients to identify the best solutions and opportunities. Michael’s experience... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Brandon Archibald is the founder of The Ivy League Advisory Group, a registered investment advisory firm providing financial strategies from its headquarters in the Greater Boston area. In his role... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning
Bill Van Pelt, IV provides strategic leadership to The Mid-Continent Companies, Ltd. In addition to board and management responsibilities, Bill directly manages a significant number of client assignments throughout the... show more
Specialties: Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning‚ Tax Planning
As a financial advisor with Edward Jones, I partner mostly with a select group of "savers" to help uncover what is most important to them and then help reach those... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and Dallas native. He holds a B.A. (Bachelor of Arts) in Biology, with a minor in Economics, from Hendrix College in Conway, Arkansas.... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
The retirement transition and modern aging are complex matters with a lot of moving parts. Too many folks fail to plan properly and make unsalvageable retirement and investment decisions. I... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Retirement Planning‚ Tax Planning