Jennifer Jones is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently with Accelerate Investment Advisors LLC and SJE Retirement LLC, having previously worked at firms including OneDigital Investment Advisors LLC, Sigma Planning Corporation, Flynn & Company, and Wells Fargo Clearing. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, constructing customized portfolios and offering fiduciary investment services for plan sponsors.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Life Insurance Company, Fidelity Investments, and Liberty Mutual Insurance. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term, customized portfolio approach and supports plan sponsors with services including investment policy development and co-fiduciary roles under ERISA.

Blair Stientjes is a financial advisor with Accelerate Retirement in Walnut Creek, CA, holding Series 63 and 65 licenses with 19 years of industry experience. He has worked with Accelerate Investment Advisors since 2023 and previously spent seven years at Kestra Advisory Services and KESTRA Investment Services. He serves as a board member of the Walnut Creek Chamber of Commerce, supporting local business activities. Accelerate Investment Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term, customized portfolio approach and offers comprehensive services including plan design, provider selection, and ongoing investment monitoring.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NFP Retirement, ALKEME Financial Services, Exeter Financial, and Nuveen Asset Management among others. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach using a range of investment vehicles and offers specialized services for plan sponsors including investment policy development and co-fiduciary roles under ERISA.

William Friedrich is a CFP® professional with 13 years of industry experience. He is currently with Accelerate Retirement and has previously worked at NFP Retirement, Inc. and BlackRock. In addition to his advisory role, he is a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, customizing portfolios with a range of investment vehicles while adjusting for client objectives and market conditions.

Edmund Leparskas is a CFP® with four years of industry experience, currently serving as a financial advisor at Accelerate Retirement. His prior work includes positions at Commonwealth Financial Network, Alkeme Financial Services LLC, and Raytheon Company. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across diversified portfolios and offers specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.

Steven Heussner is a ChFC® credentialed advisor with 38 years of industry experience. He is currently affiliated with Accelerate Retirement and has a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Heussner also operates as an independent insurance agent and is involved with Alkeme Insurance Services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and offers services including plan design, provider selection, participant education, and fiduciary support under ERISA.

Sara Johnson is a Series 65-licensed financial advisor with three years of industry experience, currently with Accelerate Retirement. She previously worked at Sunwest Pensions, BCJ Financial Group, and PKB Retirement Services. In addition to her advisory role, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach with customized portfolios and provides comprehensive services including plan design consulting, investment due diligence, and ERISA co-fiduciary roles.

Amy Deer is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Accelerate Investment Advisors and has prior experience at Commonwealth Financial Network, Alkeme Financial Services, and several other firms. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach and provides comprehensive retirement services including plan design, provider research, and participant education.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience and holds the Series 66 designation. He has previously worked at firms including Sapers & Wallack, Lion Street Financial, John Hancock Investment Management Distributors, and Equitable Advisors. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach using various investment vehicles and provides specialized services for plan sponsors including investment due diligence and fiduciary co-services.

Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, and OneDigital Investment Advisors LLC among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term allocation approach, managing portfolios with mutual funds, ETFs, individual securities, and other instruments, while offering fiduciary and co-fiduciary services under ERISA.

Bryan Persak is a financial advisor with Accelerate Retirement in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes 18 years at Principal Securities and concurrent roles at Alkeme Financial Services, LLC and Accelerate Retirement since 2026. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios and provides comprehensive retirement services including plan design, participant education, and fiduciary oversight.

Jared Shaft is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Accelerate Retirement and previously worked at Wells Fargo Clearing for seven years. Outside of finance, he has experience in the restaurant industry and has held roles with California State University Long Beach and American Golf Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a variety of investment vehicles and provides comprehensive retirement services, including plan design, provider selection, and fiduciary support.

Timothy Thurston is a financial advisor with Accelerate Retirement, holding Series 63 and 65 credentials and bringing 22 years of industry experience. His prior roles include positions at NFP Retirement, LPL Financial, Visionpoint Advisory Group, Hub International, IPS Advisors, and MSI Financial Services. Outside of his advisory work, he serves as a Minister of Music at Community North Baptist Church in McKinney, Texas. Accelerate Retirement serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers various fiduciary and advisory services for retirement plan sponsors.

Lloyd Engleman is a financial advisor at Accelerate Retirement with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Alkeme Financial Services, NFP Retirement Inc., and LPL Financial. Outside of his advisory role, he serves on the board of Victoria Country Club. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored plans. The firm emphasizes customized portfolios and long-term allocation strategies while offering fiduciary retirement services and consulting on substantial plan assets.

Ron Kirkpatrick is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Accelerate Investment Advisors. Outside of his advisory role, he serves as a varsity basketball coach for a high school team. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm offers customized portfolio construction and comprehensive plan services while managing approximately $315 million in client assets and consulting on billions in retirement plan assets.

Conor Weir is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including NFP Retirement Inc., Triad Advisors, Resources Investment Advisors, Independent Financial Partners, LPL Financial, and Merrill. Outside of his advisory work, he is involved in managing his personal limited liability company for accounting purposes and holds a role in the insurance sector as a licensed agent selling life insurance products. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and provides specialized retirement services that include plan design, provider selection, participant education, and fiduciary support under ERISA.

Glenn Cassidy is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including NFP Retirement, Triad Advisors, and LPL Financial. Cassidy also works as an independent insurance agent offering ERISA-based insurance coverage for qualified plan clients. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm emphasizes customized portfolio construction with a primarily long-term allocation approach and supports plan clients through investment policy development, due diligence, and co-fiduciary services under ERISA.

Christopher Giovinazzo is a financial advisor at Accelerate Retirement with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms such as NFP Retirement, Kestra Investment Services, and Transamerica. In addition to his advisory role, he is a licensed insurance agent who occasionally recommends insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a long-term allocation approach and offers fiduciary retirement services including plan design, provider selection, and participant education.

Jeffery Sutton is a CFP® with 28 years of industry experience. He is currently with Accelerate Retirement and has previously worked at Commonwealth Financial Network, Donegal Investment Advisors, and The Kraematon Group. He also operates a retirement plan advisory business under the name Axial Benefits Group. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting. The firm employs a long-term allocation approach using a range of investment vehicles, and offers specialized retirement plan services including fiduciary roles and participant education.

Michael Shearon is a CFP®-certified financial advisor at Accelerate Retirement with 11 years of industry experience. He has held roles at Accelerate Investment Advisors LLC, SJE Retirement LLC, OneDigital Investment Advisors, Flynn & Company Inc., and Sigma Financial Corporation. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy across a range of investment vehicles and offers specialized services for plan sponsors, including investment policy development and fiduciary roles under ERISA.

Stuart Scholten is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Kestra Investment Services and NFP Retirement, and has been with Accelerate Investment Advisors LLC since 2024. Outside of his advisory role, he is a property owner managing real estate holdings. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across a range of investment vehicles and supports retirement plan sponsors through plan design, provider selection, participant education, and fiduciary services.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sapers & Wallack, Lion Street Financial, Lion Street Advisors, and John Hancock. Outside of finance, he spent ten years working at Oakley Country Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios composed of mutual funds, ETFs, individual securities, and occasional covered options.

Jonathan Bebe is a financial advisor with Accelerate Retirement in Portland, OR, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Resources Investment Advisors, Independent Financial Group, and AxA Advisors. Outside of finance, he has been a part-time model and actor since 1994 and serves as a project manager for Prosper Portland, focusing on small business liaison activities. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach while offering comprehensive services for retirement plan sponsors, including investment due diligence and fiduciary support.

Jared Hollands is a financial advisor at Accelerate Retirement with the ChFC® designation and Series 65 license, bringing four years of industry experience. His prior roles include positions at NFP Retirement, Jonathan W. White CPA, PLLC, and Future Plan by Ascensus. Outside of his advisory work, he is involved with Omni Retirement Consulting, a non-investment actuarial and TPA business, and serves as Operations Director at Jonathan W. White CPA. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm utilizes a primarily long-term allocation strategy with customized portfolios and provides comprehensive services including plan design, provider selection, and fiduciary support under ERISA.

Phillip Matheson is a financial advisor at Accelerate Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Kestra Investment Services, NFP Retirement, and Triad Advisors. Matheson also owns and operates independent advisory businesses focused on retirement plan management and investment advisory services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers co-fiduciary services under ERISA.

Sophois Sokhom is a CFP® professional with 15 years of industry experience, currently with Accelerate Retirement. She has held positions at several firms, including Kestra Investment Services, NFP Retirement, Triad Advisors, and Merrill. In addition to her advisory role, she is a licensed insurance agent who recommends insurance products on a commission basis. Accelerate Retirement serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement consulting. The firm emphasizes long-term portfolio allocation using a range of investment vehicles and provides comprehensive retirement plan services, including plan design and fiduciary consulting.

Angel Rodas Pablo is a financial advisor at Accelerate Retirement with one year of industry experience. He holds the Series 65 designation and has held positions at Target, Alkeme Insurance Services, Subway, and the Victoria Club. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm creates customized portfolios with a long-term focus and provides comprehensive services including plan design, provider research, and fiduciary support.

Thomas Freismuth is a financial advisor with Accelerate Retirement, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has previously worked at firms including NFP Retirement, Cambridge Investment Research Advisors, HUB International, LPL Financial, and Mutual Service Corporation. Outside of his advisory role, he is involved with Touch of Green LLC, a cultivation enterprise. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm focuses on customized portfolio construction and retirement plan services, managing assets across multiple custodial platforms while offering co-fiduciary roles and conducting formal investment due diligence for plan sponsors.

Eric Carlson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Accelerate Retirement, having joined in 2023, and previously worked at NFP Retirement, Triad Advisors, and LPL Financial. Outside of his advisory work, Carlson volunteers as a mountain biking coach for Woodcrest Christian School and operates businesses related to tax preparation, real estate sales, and mortgage brokering. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and provides specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.