Annuity.org Advisory Boards
Annuity.org’s advisory boards ensure the quality and credibility of our content. These experts inform, ideate and review articles for accuracy, aligning them with current trends and audience needs. They guide our writers, enhancing the clarity and impact of our publications. Through their collaboration, we deliver well-researched, accurate and valuable information to our readers.
Annuity Advisory Board
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Stephen Kates, CFP®Principal Financial Analyst for Annuity.org -
Elle Switzer, FSADirector of Annuity Product Management at TruStage -
Marguerita M. Cheng, CFP®, CRPC®, CSRIC®, RICP®CEO of Blue Ocean Global Wealth -
Rob Williams, CFP®, RICP®, CPWA®Managing Director of Wealth Management at Charles Schwab -
John Stevenson, CFFOwner and Advisor at Stevenson Retirement Solutions -
Aamir M. Chalisa, MBA, LUTCF, MDRTGeneral Manager at Futurity First Insurance Group -
Chip StapletonFINRA Series 7 and Series 66 License Holder -
Paul Garofoli, FLMI, RICP®Regional Vice President for Individual Annuities at Standard Insurance Company -
Ken Orenstein, FRCFederal Retirement Advisor -
Anthony DeLuca, CFP ®, CDFA®Senior Financial Advisor with Delta Advisory Group
Retirement Advisory Board
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Elaine King, MBA, CFP®, CDFA™, CFBA, ACCFounder of Family and Money Matters™ -
Barbara O’Neill, Ph.D., CFP®, AFC®, CRPC®Owner and CEO of Money Talk -
Brandon Renfro, Ph.D., CFP®, RICP®, EACo-Owner of Belonging Wealth Management -
Ricky W. Jackson, Jr. CFP®, ChFC®Certified Financial Planner™, Chartered Financial Consultant® and Managing Director at The Pelora Group -
Roddy M. Caraballo, CRPC®, CAS®, NQPC™, CIS™Chartered Retirement Planning Counselor™, Certified Annuity Specialist®, Certified Income Specialist™ and retirement and annuity expert -
Shawn Maloney, CRC®Certified Retirement Counselor® and CEO of Retire Wise, LLC
Wealth Management Advisory Board
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Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®Certified Financial Planner™ and Co-Founder of The Bemused -
Anthony TerminiInvestment Analyst and Stock Market Commentator -
Thomas J. Brock, CFA®, CPAInvestment, Corporate Finance and Accounting Professional -
Ebony J. Howard, CPAAccounting, Personal Finance and Income Tax Consultant -
Peggy James, CPAIndependent Accountant and Financial Coach -
Jacob WolinskyFounder of ValueWalk.com -
Timothy Li, MBABusiness Finance Manager -
Toby Walters, CFA®, CFP®Senior Financial Analyst -
Marc Guberti, CPFC®Certified Personal Finance Counselor
Insurance Advisory Board
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Daniel J. Adams, MBA, CFP®, CLU®Founder and President of CEG Life Insurance Services -
Eric EstevezLicensed Independent Insurance Broker and Owner of HLC Insurance Broker, LLC -
Michael JonesOwner of Grand Anchor Insurance Solutions
Legal Advisory Board
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Brett E. Halperin, Esq.Estate Planning Attorney and Managing Partner of Halperin Law Group -
Scott F. Levin, CDFA®Certified Divorce Financial Analyst® and Founder of San Diego Divorce Mediation & Family Law
Who is the Annuity.org Advisory Board for?
The Annuity.org Advisory Board is composed of esteemed professionals in the financial services industry who are selected for their extensive knowledge and diverse expertise.
- Experienced Professionals
- Senior-level executives and finance leaders with a substantial background in annuities, retirement planning and financial advisory services.
- Proven Track Record
- Individuals with a history of significant contributions to their respective fields and a commitment to upholding the highest standards of financial integrity and client service.
- Industry Recognition
- Professionals who are recognized as thought leaders and innovators in the financial services industry.
Annuity.org Advisory Board Eligibility Criteria
Membership Process
Eligible candidates are rigorously vetted by our internal editorial team. Those who meet the criteria are invited to join the Advisory Board, providing them with an opportunity to contribute their insights and expertise to Annuity.org’s mission.
- C-Level Executives
- CEOs, CFOs and COOs who lead organizations in the financial services sector.
- Financial Advisors
- Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs) and other credentialed advisors with a focus on annuities and retirement planning.
- Academic Experts
- Professors and researchers specializing in finance, economics and related fields.
- Industry Consultants
- Professionals who provide strategic advice and consultancy services to financial institutions and individual clients.
Examples of Annuity.org Advisory Board Members
The Annuity.org Advisory Board is also an excellent fit for founders, partners and senior managers of firms primarily engaged in annuity products, retirement solutions and financial planning services.
Credentials That Speak for Themselves
Our team of experts holds a diversity of licenses and professional designations from organizations like FINRA and The American College of Financial Services, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations. They include CFP® professionals, MBAs, Ph.D.s, attorneys and academics.
How Our Contributors Help
At Annuity.org, our team of experts provides reliable information on complex financial strategies and policy topics for consumers.
Our contributors, including financial analysts, certified public accountants and insurance professionals, offer industry insight and review our pages to ensure accuracy.
We carefully select each contributor to ensure they meet our high standards for education, training, credentials and professional reputation among both their peers and consumers.
Sharing our contributors’ knowledge and insight offers readers a credible and trustworthy source of financial information.
Publications That Have Cited Our Experts
Our financial experts have more than 200 years of combined professional experience and knowledge in the finance and insurance industries. Leading industry trade publications and national news outlets, such as Kiplinger, The Wall Street Journal, CNBC, Forbes and US News & World Report, have cited our experts or published their articles.
Additional Featured Experts
The Annuity.org editorial team consults experts in various fields to ensure high-quality, accurate information in our articles. Our writers interview certified financial professionals, advisors, researchers and other subject-matter experts, as well as additional featured experts, for comprehensive input.
Somer G. Anderson, Ph.D., CPA, CGMA®, CFE
Assistant Accounting Professor at Maryville University’s Simon School of Business
Olivia S. Mitchell
International Foundation of Employee Benefit Plans Professor at The Wharton School of the University of Pennsylvania
Summer Red
Professional Development Manager at Association for Financial Counseling & Planning Education
Mary Joy
Licensed Mental Health Counselor
Interested in Contributing?
Annuity.org’s content is created and reviewed by reliable professionals specializing in personal finance, life insurance, annuities and structured settlements. If you want to contribute to our platform, please email Senior Editor Michael Santiago at [email protected] for further details.
