Broker Check

2020 Expo Speakers

Alex Monk, CFP®

Financial Planning Advisor

(410) 692-9870

alex@akersfinancial.com

Alex joined Akers Financial Group in May of 2012 as an Associate Financial Planner. He is a licensed life and health insurance specialist and holds series 7 and series 66 licenses. Alex is also a FINRA General Securities Representative...

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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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Bernie McVey, M.B.A.

Financial Planning Advisor

(410) 692-9870

bernie@akersfinancial.com

Bernie has been a part of the Akers team since February, 2016. He holds series 7, 66 and life and health licenses. He has retired from Northrop Grumman Corporation as their Vice President and Chief Information Officer. Prior to that...

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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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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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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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Jeffery L. Akers, CFP®

Vice President | Financial Planning Advisor

(410) 692-9870

jeff@akersfinancial.com

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...

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Jennifer Eseed

Attorney, Perkins & Zayed

Jennifer Eseed is an Attorney of the firm and concentrates her practice in Estate Planning and Elder Law. Jennifer has served as a trusted advisor to hundreds of clients and their families, providing them with high-quality and...

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Jesse Cunningham, V

Akers Financial Group, Insurance Specialist

jessev@akersfinancial.com

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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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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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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Kevin Bress

Attorney

Mr. Bress has been practicing in the estate planning field since graduating law school and has been a principal member of Pessin Katz Law, P.A. since 1993. His broad-based tax background serves his clients well when drafting wills,...
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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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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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Suzanne Brophy

Travel Agent

Suzanne@PlanYourTripToday.com

I am a travel agent who helps couples and families create memorable experiences on Ocean and River Cruises, and at Disney Destinations, Universal Parks, All-Inclusive Resorts, and Extraordinary Getaways around the world. I create...

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Tony Neves

Senior Vice President of Capital Markets - Northeast at Cottonwood Residential

Tony has been in financial services for more than 20 years. Prior to joining Cottonwood, Tony was Regional Vice President at GWG Holdings, Inc. He was responsible for raising capital in the Northeast territory for GWG's alternative...
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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.