Broker Check

Advisory Board

Mr. John Addeh, Chairman; Caritas Communication Nig. LTD

Corporate Governance & Nigeria insight

In January 2012, Mr. Addeh retired from Total’s Upstream Companies in Nigerian as Executive Director and Member of the Board of the Multinational Oil and Gas Company. He is also Chairman of Caritas Communication Nig. Ltd and...
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Mr. Robert Cody; Procter & Gamble (Retired)

Retirees

Robert's entire career was spent at Procter and Gamble Co. Cincinnati, Ohio. He worked in Research and Development in the New Products area. During his 29 years at P&G, he worked for the Folger's Coffee Division where he developed many...

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Mr. Todd Crawford President, CEO; Capital City Partners, LLC.

Wealth Management & Investment Banking

Todd E. Crawford is the CEO of Capital City Partners, Inc. group of companies which include Capital City Securities, LLC member FINRA, SIPC & MSRB a securities broker-dealer; Capital City Asset Management Group, LLC a registered...

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Mr. Rao Garuda, ChFC,CLU, President & CEO; Associated Concepts Agency, Inc.

Nationally Renowned Advanced Planning Expert

I’ve lived my life by the following words: “If it is to be, it is up to me”. I know that it is said that “knowledge is power”, but it is the use of that knowledge that is our true power. People need to be...
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Dr. Joe Hackworth, Cardiologist

MD Wealthcare

Dr. Joe Hackworth is a cardiologist in Cincinnati, Ohio and specializes in Cardiovascular Disease and Interventional Cardiology. He is affiliated with Jewish Hospital-Mercy Health. He received his medical degree from University of...

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Mrs. Leslie Lipscomb, Senior Vice President; Financial Independence Group

Risk Management

Leslie Lipscomb joined Financial Independence Group in 2006 as a Sales Consultant in the annuity division. During her 10 years as a consultant, Leslie was recognized as one of the most successful insurance Sales Consultants in the...

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Rev. Damon Lynch Jr., Pastor; New Jerusalem Baptist Church & Community Leader

Churches & Non-Profits

Heavily involved in the community, Rev. Lynch is the former president of the Baptist Ministers Conference. He has been an instructor in preaching at the Athenaeum at Mt. St. Mary Seminary. He started the first Martin Luther King March,...

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Mr. Roy Mitchell, CPA. Principal; Kunimura Mitchell & Company, LLC

Tax Professional and IRS Experience

Roy A. Mitchell is a principal in the firm of Kunimura Mitchell & Company, LLC (www.KunimuraMitchell.com). Mr. Mitchell offers innovative strategies in tax planning, cash management, and business consulting. He has over forty...

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Mr. William Russo, Attorney & Partner; Katz Teller

Attorney and Nationally Renowned Estate Planning Expert

Bill brings his intelligence, creativity, and experience to add value and benefit to the wealth planning experience. It is not surprising, then, that Bill is frequently retained as expert co-counsel by other attorneys, including other...

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Icy L. Williams, President & CEO; ATMOS360, Inc.

Small Business Counsel

Icy Williams, retired Procter and Gamble Supplier Diversity executive and now business entrepreneur, is part of an elite group of minority and woman owned small businesses in the nation. Icy owns and operates an engineering and...

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