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134 Industry Lane Suite 5 Forest Hill, MD 21050

(410) 692-9870
info@akersfinancial.com
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2022 Expo Speakers

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Alexander Monk

Alexander J. Monk, CFP®

Financial Planning Advisor

(410) 692-9870

Andrea Pomilla

Andrea Pomilla

Harford County Office on Aging

Ashley N. Nelson-Raut

Ashley N. Nelson-Raut

Associate | PK Law

Bernie McVey

Bernie McVey, M.B.A.

Financial Planning Advisor

(410) 692-9870

Brian Akers

Brian A. Akers, CFP®

President and Founder | Financial Planning Advisor

(410) 692-9870

Carole Novak

Carole Novak

Dream Vacations Specialist | CruiseOne

(410) 877-8232

Casey Lynch

Casey Lynch

Licensed Funeral Director | Evans Funeral Chapel

Cody Smith

Cody Smith

Licensed Financial Assistant

410-692-9870

Craig Arsenault

Craig Arsenault

Senior Vice President, Griffin Capital Securities

Daniel Wildermuth

Daniel Wildermuth

Co-Founder & Chief Executive Officer | Arkadios Capital

David Good

David P. Good

Chief Operating Officer

(410) 692-9870

Eric Kruk, CFP®

Eric Kruk, CFP®

Vice President | Franklin Templeton

George Rash

George Rash

Realtor | Long & Foster Real Estate, Inc.

J. Paul Franco, M.B.A.

J. Paul Franco, M.B.A.

Financial Planning Advisor

(410) 692-9870

Jared Lanchak

Jared Lanchak

Financial Planning Assistant

(410) 692-9870

Jeffery Akers

Jeffery L. Akers, CFP®

Vice President | Financial Planning Advisor

(410) 692-9870

Jennifer Eseed

Jennifer Eseed

Attorney, Perkins & Zayed

Jesse Cunningham, V

Jesse Cunningham, V

Akers Financial Group, Insurance Specialist

John Scott Rogers

J. Scott Rogers

Vice President, Senior Advisor Consultant | Franklin Templeton

Joseph Conville

Joseph Conville

Regional Director, W.E.Donoghue & Co., Inc.

Josh Weaver

Josh Weaver

Operations Specialist

(410) 692-9870

Kaitlin Lookingbill

Kaitlin Lookingbill

Operations Specialist

(410) 692-9870

Katie Rash

Katie Rash

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

Kevin F. Bress

Kevin F. Bress

Attorney | PK Law

Kim Haight

Kim Haight

Marketing & Client Events

(410) 692-9870

Kimberly Rice

Kimberly Rice

Controller

(410) 692-9870

Mark D. Perkins

Mark D. Perkins

Principal Attorney, Perkins & Zayed

Mark W. DiOrio, CFA

Mark W. DiOrio, CFA

Cheif Investment Officer | Brookstone Capital Management

Nathan McDuffee

Nathan T. McDuffee, CFP®, ChFC®

Financial Planning Advisor

(410) 692-9870

Noah Akers, M.B.A.

Noah Akers, M.B.A.

Financial Planning Assistant

(410) 692-9870

Paula Sorg

Paula Sorg

Administrative Assistant / Scheduler

(410) 692-9870

Ryan Farrell

Ryan Farrell

Vice President, Owl Rock

Sadie Hood

Sadie Hood

Operations Support

(410) 692-9870

Sam Payne

Sam Payne

Investment Advisor Representative | Asset Marketing Systems

Samuel Huff

Samuel Huff

Financial Planning Assistant

410-692-9870

Saul Dougherty

Saul Dougherty

Senior Director, Capital Markets | CW Market Groups

Susan Daugherty

Susan Daugherty

Administrative Assistant | Scheduler

(410) 692-9870

Susan Ellsworth

Susan Ellsworth

Client Data Coordinator

(410) 692-9870

Susie Brooks, M.B.A.

Susie Brooks, M.B.A.

Annuity Operations

410-692-9870

Suzanne Brophy

Suzanne Brophy

Travel Agent

Theresa Karschner

Theresa Karschner

Scheduler

(410) 692-9870

Tony Neves

Tony Neves

Senior Vice President of Capital Markets - Northeast at Cottonwood Residential


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.”

Arkadios Capital 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.