Daniel Asher Weinbaum

Ronald Roccaforte is a financial advisor with R & R Financial Services, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Dominion Investor Services, Inc. for 20 years before founding his current firm, where he has been since 2008. In addition to his advisory role, he is a licensed independent insurance agent involved in the sale and service of traditional life, health, disability, fixed annuities, and long-term care insurance products. R & R Financial Services is an independent, single-advisor firm offering discretionary investment management, retirement, tax and estate planning, and hourly consulting to individuals, families, small business owners, trusts, IRAs, and charitable organizations. The firm builds customized asset-allocation models primarily using mutual funds and ETFs, incorporates regular portfolio reviews and rebalancing, and provides insurance products as part of its advisory services.

Malcolm Cain is a financial advisor with Asset Growth Associates Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Cetera in various capacities totaling over nine years, as well as prior experience with firms such as Citizens National Bank, TD Ameritrade, and Chase Investment Services. Outside of advising, he is involved as a co-owner of a real estate business and a partner in a real estate rehabilitation venture. Asset Growth Associates Wealth Advisors is an independent, state-registered firm managing approximately $14.2 million for individual and high-net-worth clients. The firm offers discretionary portfolio management using a variety of investment strategies and integrates insurance products into its service model through licensed professionals affiliated with the firm.

Jeffrey Lewis is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding a Series 65 designation and five years of industry experience. He has worked with Texas Registered Financial Consultants, PLLC since 2020 and has been affiliated with Physicians Mutual Insurance Co since 2015. In addition to advisory services, he acts as an insurance agent offering Medicare supplement, health, fixed annuities, and life insurance products. Asset Growth Associates Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and higher-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, utilizing various investment strategies including options and third-party managers.

Erik Morgan is a financial advisor at Retirement Financial Group, LLC with eight years of industry experience. He holds a Series 65 credential and previously worked at AE Wealth Management, LLC. Outside of his advisory role, he co-owns a direct sales skin care business with his spouse. Retirement Financial Group, LLC provides investment advisory and consulting services to individuals, retirement plans, trusts, and other entities. The firm typically uses model portfolios managed by third-party sub-advisers and offers a range of services including retirement, tax, insurance, and estate analyses, portfolio management, and rollover guidance.

Katelynn Reese is a financial advisor at Retirement Financial Group, LLC with a Series 65 designation and four years of experience in the industry. Prior to joining the firm, she served in the US Army from 2012 to 2019. Retirement Financial Group manages approximately $153 million in client assets through a three-advisor team, serving individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm provides discretionary portfolio management along with consulting and financial planning services, tailoring investment advice to clients’ objectives and risk tolerance.

Hunter Bergeron is a financial advisor at Retirement Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at St. Elizabeth Hospital for seven years and at Lamar University for four years. Retirement Financial Group, LLC provides investment advisory and consulting services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm typically uses model portfolios managed by third-party sub-advisers and offers services such as retirement planning, portfolio analysis, and discretionary portfolio management.