Expo Speakers from 2018
Brian A. Akers, CFP®
President and Founder | Financial Planning Advisor
Brian A. Akers, CFP®, President and Founder of Akers Financial Group, has more than 30 years of experience in the financial services industry. With a determined vision, his organization is built on the premise of serving clients
Jeffery L. Akers
Vice President | Financial Planning Advisor
Jeff joined the financial services industry in 2000 and is now Vice President of Akers Financial Group. He holds licenses in life and health insurance, series 7 and series 66. Jeff is a FINRA General Securities Representative. He...
Saul Dougherty
Senior Director, Capital Markets | CW Market Groups
Casey Lynch
Licensed Funeral Director | Evans Funeral Chapel
Bernard P. McVey, M.B.A.
Financial Planning Advisor
Alexander J. Monk, CFP®
Carole Novak
Dream Vacations Specialist | CruiseOne
Sam Payne
Investment Advisor Representative | Asset Marketing Systems
George Rash
Realtor | Long & Foster Real Estate, Inc.
Katie Rash
Senior Real Estate Specialist | Long & Foster Real Estate, Inc.
J. Scott Rogers
Vice President, Senior Advisor Consultant | Franklin Templeton
Bill Streiff
Allianz Life Financial Services, LLC
Bill markets products offered by Allianz Life Insurance Company of North America. Bill, with more than 18 years of financial services industry experience, guides both field marketing organizations and financial professionals in...
Daniel Wildermuth
Co-Founder & Chief Executive Officer | Kalos Financial
Daniel is a seasoned 25+ year veteran of the financial services industry. He currently serves as the CEO of Kalos Financial, the firm he and Carol Wildermuth founded in 2004. In his role as CEO, Daniel spearheads the strategic...
Craig Arsenault
Senior Vice President, Griffin Capital Securities
Craig Arsenault is a Senior Vice President with Griffin Capital Securities, responsible for raising capital throughout Delaware, Maryland, Virginia, West Virginia, Southern New Jersey, Eastern Pennsylvania and Washington D.C. for the...
Joseph Conville
Regional Director, W.E.Donoghue & Co., Inc.
BA- Accounting, La Salle University Over 30 years of successful sales and marketing a variety of investment products including mutual funds and Separately Managed Accounts through multiple distribution channels. Prior to joining W.E....
Mark D. Perkins
Principal Attorney, Perkins & Zayed
Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read carefully before investing.
Real Estate Investment Trusts area a longer-term illiquid investment and may not be suitable for all investors. Vacancies can negatively impact income and capital gains potential. Investments in real estate may be affected by adverse economic conditions and regulatory changes. This is neither an offer nor a solicitation to purchase any products, which may be done only with a current prospectus. Investors should consider their investment objectives and risks, along with the product’s charges and expenses before investing. Please read the prospectus carefully before investing.
Guarantees based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index of a related index mutual fund. Purchasers will participate in only a state percentage of an increase in an index, as the annuity imposes a “cap rate.”
Kalos Capital, Inc. does not provide tax or legal advice. Please consult with your tax or legal advisor for such guidance. This material is provided courtesy of Akers Financial Group and contains general information to help you understand basic financial planning strategies. It refers to legal and tax consideration but is not meant to provide advice in this regard. Legal and tax advice should come from an attorney or tax advisor such as an accountant. The presenter, speaker and sponsor of this information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any government agency or organization.