Annuity.org is excited to announce the addition of five esteemed professionals to our panel of experts. They join Rubina K. Hossain, certified financial planner; George F. Shave III, retirement income certified professional; and Marguerita M. Cheng, chief executive officer at Blue Ocean Global Wealth, to provide you with reliable, accurate information in your quest to secure your financial future. The contributions from these respected industry experts offer a broad range of perspectives and experience that allow Annuity.org to publish valuable, relevant content for a variety of readers with unique financial objectives. In keeping with our mission to protect and educate consumers in the annuity and structured settlement marketplace, Annuity.org carefully vets prospective experts using resources from the Securities and Exchange Commission, the Financial Industry Regulatory Authority, the CFP Board, the National Association of Insurance Commissioners, the Internal Revenue Service and other regulatory agencies. Before an expert is included on our website, we verify employment, licensing and professional designations. We investigate complaints and disciplinary actions and, in short, exercise our due diligence to protect our readers.  With that said, we are pleased to welcome our newest experts to Annuity.org.

Brett E. Halperin, Esq.

Brett E. Halperin, Esq., managing partner of Halperin Law Group in Palm Beach County, joins our panel to offer insight in regard to estate planning, probate and trust administration, elder law and asset protection. Brett’s clients take comfort in knowing that he has established a plan to safeguard their assets and provide for their beneficiaries.

Janet Berry-Johnson, CPA

With a Twitter account named in Forbes as a Top 100 Must-Follow Tax Twitter Accounts for 2020, CPA Janet Berry-Johnson offers her followers guidance regarding income tax planning and preparation as well as other relevant accounting matters. She is also a regular contributor to Forbes, Money Crashers, LendingTree and Self Financial where she covers topics ranging from insurance and mortgages to personal finance and saving for college.

Michael J. Boyle, M.S.

Consultant and former securities professional Michael J. Boyle has worked in the financial sector for nearly a decade. He has experience with CDs, fixed income, mutual funds, equities, futures, options and foreign currency. In addition to reviewing content on Annuity.org, Michael serves as a subject matter expert for industry publications on topics including personal finance, economics, and accounting.

Somer G. Anderson, Ph.D., CPA, CGMA, CFE

Licensed CPA Somer G. Anderson has 20 years of experience as a financial statement auditor and finance manager in the health care industry. She is a chartered global management accountant and certified fraud examiner and teaches retirement planning and financial literacy at Maryville University.

Thomas J. Brock, CFA, CPA

Thomas J. Brock is an investment management and financial professional with more than 20 years’ experience in the industry. He leverages his deep knowledge of investments, corporate finance and accounting to oversee investment operations and contribute to financial management and analysis for a $4 billion insurance company.

Specialized Financial Experts

The diverse expertise of our contributors enables us to address our readers as individuals, as opposed to serving up generic content for a faceless, collective audience. We rely on our experts to fill in our knowledge gaps, to help us connect with readers of all ages, from different socioeconomic backgrounds, with lifestyles and financial goals that match their passions and identities. We encourage you to seek the same qualities in the financial professionals you hire. In order for a financial advisor to serve your best interest, he or she has to be willing to get to know you and what’s important to you. And that’s what we at Annuity.org hope to accomplish by building relationships with such highly regarded, specialized financial experts.
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Last Modified: November 21, 2022