Matt Zagula

Founder

Pam Weaver

President, Executive Officer

Debbie Shay

Operations Officer

Aaron Gurskey

Licensing Officer

Sohail Chatur

Chief Marketing Officer

Ryan Driscoll

Advisor Support & Case Design

Tracey Spikes

Mentor, SMART Cincinnati

Justin Porco

Annuity Specialist

Tom Gober

Forensic Accountant

Lesli Yingling

Technology Officer

Randy Timm

Product Expert & Advisor Support

Liz Osen

Annuity Brokerage Partner