THE ADVISOR BOARD INCLUDES SOME OF THE MOST EXPERIENCED AND SUCCESSFUL FINANCIAL ADVISORS THAT ARE USING EQIS. THEIR VALUABLE FEEDBACK GIVES US FIRST-HAND INSIGHT INTO HOW WE CAN BETTER SERVE ALL OF OUR ADVISORS AND THEIR CLIENTS.
Michael Charleton, Charleton Financial
Michael started his career in 1985 with IDS/American Express. He is a Certified Financial PlannerTM professional, Certified Fund Specialist, and Certified Long Term Care Specialist with a bachelor's degree from the University of Rochester. Michael specializes in Retirement Income Distribution and has spoken at a variety of seminars, radio shows and industry conferences with key emphasis on planning, understanding client needs and behaviors, market trends, tax changes, long term care and investment strategy.
Michael lives in Fairport, NY and is father to his 11 year old son Max. Mike is an avid reader and is an advocate to the special needs community. In his spare time you will find him working out, enjoying the beauty of western New York or traveling the world.
Michael services all clients as a team, with the support of the Charleton Financial staff. They strive to provide an unmatched client service experience, and ultimately provide clients with the tools they need to achieve the life they dream of - while working, during retirement, and as a legacy for generations to follow.
Jim Francis, Phoenix Financial
Jim is a Registered Representative of KMS Financial Services, a registered Investment Advisor and Broker/Dealer. His firm, Phoenix Financial, has offices in Missoula, Montana and Salt Lake City, Utah. Jim has a long history of executive and entrepreneurial accomplishments; he has been a leader in a variety of business ventures, has sold two successful companies, and has taken another public. He is fluent in Japanese, has led a private school, has been a life coach, has finished marathons, and has traveled extensively. This vast experience has given Jim a broad and unique understanding of personal and corporate finance.
Jim holds a both the Series 7 (Registered Securities Representative) and Series 66 (Uniform Combined State Law) Licenses.
Jill Jaglowski, Mutual Advisors, LLC
Jill entered the financial services industry after graduating from California Lutheran University (CLU), where in addition to obtaining her BA degree, she also earned All-American honors in women’s soccer, and was later inducted into CLU’s Hall of Fame. Jill started her career as a sales assistant to an Adviser who managed 401(k) plans for Labor Unions, where she initially acquired her series 6 and 63 licenses with Securities America.
In 1997 Jill made the move to Financial West Group (FWG), an Independent broker/dealer, where she successfully grew her career inside the RIA from a sales assistant, to supervisor to Director, while also obtaining her Series 7, 66 and 24 licenses. Jill’s role at FWG included working closely with the Chief Compliance Officer (CCO) as the designated supervisor of the RIA administering annual reviews, filings and developing and monitoring on-going policy and procedures. In addition, Jill supported the sales and marketing of the approved Money Managers to the Investment Advisers, while also providing sales, service and operations support to FWG’s Investment Advisers and affiliated Independent RIA’s.
In February of 2017, Jill joined Mutual Advisors, LLC located in Camarillo, CA as the RIA Compliance and Investment Platform Manager where she is responsible for supporting Mutual Advisors RIA with multiple back office support functions, which includes working closely with the RIA’s CCO communicating policy and procedures to advisors and prospects, along with developing and overseeing the Investment Management Platform, which includes due diligence on Money Managers and training.
Jill is a Southern California native, enjoys travel, soccer, running, snowboarding and golf. Jill has two wonderful children – Logan (14) and Jordyn (10) and currently resides in Newbury Park, CA.
Benjamin Maser, Solid Financial Strategies
Benjamin (Ben) A. Maser was born and raised in Great Bend, Kansas. A Great Bend High School graduate, he attended college at Barton, Hutchinson and Pratt Community Colleges. Ben worked over 15 years in the freight business as a regional sales manager. In 1998, he obtained his license to sale health and life insurance. In addition to his insurance licenses, he is also certified in long term care insurance.
Wanting to assist clients with suitable options to meet their investment needs, he acquired his series 6 and 63 securities license in 1999. He continued his growth in the securities business with a series 24 license in 2006 and a series 65 license in 2008. HBW Securities LLC served as his broker dealer from January 2006 until October 2009. In October of 2009, he changed broker dealers to Packerland Brokerage Services, Inc., located in Green Bay, Wisconsin. Over the past 8 years, Ben qualified for numerous production awards and advisor council trips with both broker dealers.
In 2005, Ben opened Solid Financial, which he currently owns and operates. He has 2 office locations, Hutchinson, Kansas and WaKeeney, Kansas. Ben is married to Julia (Marisa) Maser and has 6 children and 3 grandchildren. He enjoys going on cruises, serving at his church and watching Kansas City Chiefs football and assisting clients to make smart choices with insurance and investments.
Gary Gardner, Life & Wealth Advisors
Gary's dynamic and impressive career is built on his commitment to improving the lives of his clients and community. Helping people plan and prepare for a wide range of life's events for 30 years, and as President of Life & Wealth Advisors®, Gary has created a business which thrives on long-term client relationships.
Upon graduating from UCSB, Gary volunteered for the Peace Corps for two years in West Africa. He returned to the U.S. to enter the financial services industry and helped pioneer the fledgling financial planning movement. Gary is a Certified Financial Planner®, Registered Investment Advisor, and a Director of the Hospice of the East Bay Foundation. He also serves as Industry Advisor to the UC Berkeley Extension Personal Financial Planning Student Advisory Board. He is the past president of the Financial Planning Association of the East Bay. He has sat on national advisory panels for institutional money management firms, provided analysis for television and radio programs, written articles and been interviewed for industry publications.
Gary and his wife Trish are devoted to their five children and six grandchildren. Gary enjoys church, travel, a lifelong love of volleyball, and an occasional game of golf.
Anthony Tinsley, Benefit Planning Inc.
Anthony Tinsley joined Benefit Planning, Inc. in 1991, as corporate vice president and lives and works in the state of Kentucky, where he is married with two children. Benefit Planning, Inc. is an organization that specializes in federal benefits and retirement planning for CSRS and FERS employees.
Anthony holds FINRA Series 6, 63, 7, 24 and 65 securities licenses and Insurance licenses in numerous states. He specializes in retirement planning, financial planning, and estate planning strategies for federal employees.
Donald Wallace, Money Armour SM
Donald founded Money Armour SM, Inc., a financial planning family practice of which he is President and CEO, because he realized many entrepreneurs lack the financial tools and leadership necessary to strategically plan their fiscal success. Experience has fostered his appreciation for helping business owners, families and individuals chart their financial blueprint while working to achieve their goals and objectives. Don’s approach utilizes a practical approach, starting with determining a client’s who, what, when, where, why and how. By achieving this baseline, he helps clients navigate the intricacies of their financial lives in an equally practical and effective fashion.
At age 21, Don took ownership of one NAPA Auto Parts store and progressively expanded his automotive business to multiple stores, including additional NAPA operations, AutoPro, and CarQuest. He also opened a specialized race engine building machine shop, Wallace & Dewitt, until selling them to a large corporation. At the same time, he campaigned for the racing circuits of IHRA, AHRA, NHRA, ARCA, USAC, and NASCAR.
In 1986, Don changed his career and has since obtained his FINRA Series 7, 63, 65, 66 Registrations, and Series 24, Registered Principal Registration. Other credentials obtained are the Chartered Retirement Planning Counselor SM (CRPC®) professional designation, as well as Life, Health and Variable insurance licenses. Don also created a proprietary financial planning software, Financial Management Action Plan (F-MAP), which chiefly designs his client’s financial blueprint. Don is a member in good standing of the Financial Planning Association® for over 15 years. Don now has over 25 years’ experience in the financial industry.
Don has strong family values, shared with his wife, Kim, of more than 25 years. Kim has worked with him throughout those years and raised five children. He also has ten grandchildren and two great-grandsons. Don and Kim are also loving foster parents through the YMCA's Safe Coalition for Families.
Content, including opinions, provided by the advisors on the EQIS Advisor Board are not verified or guaranteed by EQIS.