Broker Check

2019 Expo Speakers

Brian A. Akers, CFP®

President and Founder | Financial Planning Advisor

(410) 692-9870

Brian@AkersFinancial.com

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

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Saul Dougherty

Senior Director, Capital Markets | CW Market Groups

Saul Dougherty serves as the Senior Director, Capital Markets for CW Markets group, the distribution arm for Cottonwood Residential Inc. and Internacionale, DST. He is responsible for raising equity in the southern half of the US for...
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Casey Lynch

Licensed Funeral Director | Evans Funeral Chapel

Casey Lynch is a Licensed Funeral Director with the Evans Funeral Chapel. He has worked in funeral service for nearly 22 years serving in several different capacities. Currently, he is focused on Pre-Need Funeral Service which...
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Carole Novak

Dream Vacations Specialist | CruiseOne

(410) 877-8232

c.novak@cruiseone.com

I have been hooked on travel, whether it's by land or by sea most of my adult life. Formerly in bookkeeping I have the attention to detail that it takes to help people make sure all of their travel details are taken care of. There is...
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Sam Payne

Investment Advisor Representative | Asset Marketing Systems

Sam has over 30 years experience in the Insurance and Financial Services industry. As an agency owner, Manager, Product Wholesaler, and Business Consultant, he is very familiar with all aspects of the Insurance and Financial services...
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George Rash

Realtor | Long & Foster Real Estate, Inc.

George Rash is native to Cecil County and loves the area. He is dedicated to finding the perfect house for every buyer. George is a member of the Cecil County Board of Realtors, as well as The National Board of Realtors. He will help...
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Katie Rash

Senior Real Estate Specialist | Long & Foster Real Estate, Inc.

Katie Rash is a full time Realtor who is the team leader for The Rash Team of Long & Foster Real Estate, Inc. Katie is certified as a Senior Real Estate Specialist. She has extensive knowledge in helping seniors downsize their current...
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J. Scott Rogers

Vice President, Senior Advisor Consultant | Franklin Templeton

J. Scott Rogers is a vice president and senior advisor consultant representing Franklin Templeton in Delaware, Maryland and Pennsylvania. As a trusted business partner, he brings valuable perspective to financial advisors in the areas...
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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...

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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...

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Mark D. Perkins

Principal Attorney, Perkins & Zayed

Mark Perkins is a Principal of the firm and concentrates his practice in Estate Planning and Elder Law. He uses the most sophisticated techniques in the estate planning field. These techniques include Living Trusts, Dynasty Trusts, IRA...
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Andrea Pomilla

Harford County Office on Aging

Andrea Pomilla is the State Health Insurance Program Coordinator for the Harford County Office on Aging. She has worked for the Office on Aging in varying roles since January 2007. Her background in Health Promotion and Education lends...
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Jesse Cunningham, V

Mountain View Insurance Solutions

Jesse Cunningham V started his insurance career at State Farm where he learned the basics of car insurance, home insurance, life insurance, and disability insurance. He was very fortunate to have a great mentor to teach him the...

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Mark DiOrio CFA

Cheif Investment Officer, Brookstone Capital Management

Mark DiOrioCFA, Chief Investment Officer, Brookstone Capital Management Mark W. DiOrio, CFA, is the Chief Investment Officer of Brookstone Capital Management. In his role, he leads the firm’s investment committee and drives the...

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Ryan Farrell

Vice President, Owl Rock

Ryan Farrell is a Vice President of Owl Rock and Regional Sales Director of Owl Rock Securities covering the Mid-Atlantic Region. Prior to joining Owl Rock in 2018, Mr. Farrell was a Regional Vice President at Altegris Investments....

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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.