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Michele S

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Michele Strauts is a financial advisor with Ausdal Financial Partners, Inc. in Park Ridge, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ausdal Financial Partners since 2010. Outside of her advisory work, Michele is an online influencer focusing on interior design, seasonal decor, and table setting. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a wide range of investment products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Phillip H

Series 63, Series 65

Port Byron, IL

Ausdal Financial Partners, Inc.

Phillip Hugart is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Transamerica Occidental since 1985. Outside of his advisory role, he owns and operates Team Insurance in Port Byron, IL, where he sells life and health insurance and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, retirement plan services, and brokerage and insurance products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Brian N

Series 65, Series 66

Greenwood, IN

Ausdal Financial Partners, Inc.

Brian Napier is a financial advisor with Ausdal Financial Partners, Inc. in Greenwood, Indiana, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is also licensed as an insurance agent with Silver Birch Capital, dedicating approximately one hour per month to the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Juan B

Series 63, Series 65

Dade City, FL

Ausdal Financial Partners, Inc.

Juan Benedeti is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 17 years. Benedeti is also president of All Benefits Group Inc., an insurance sales business he has operated since 1998, and is involved with Passport Wealth Management, focusing on insurance and securities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining brokerage and insurance services with a variety of portfolio management options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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William B

ChFC®, Series 66, Series 63

Downers Grove, IL

Ausdal Financial Partners, Inc.

William Boscow is a ChFC® credentialed financial advisor with 25 years of industry experience, currently with Ausdal Financial Partners, Inc. in Downers Grove, IL. His career includes roles at several firms such as Purshe Kaplan Sterling Investments and Arete Wealth Management LLC. Outside of advisory work, he serves on the board of the University of ND Alumni Club, leading its community service committee, and works as an insurance producer with limited hours devoted to that activity. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across over 16,000 clients. The firm offers a wide range of services, including advisor-managed, separately managed, and unified managed accounts, and implements investment strategies tailored to clients’ objectives and risk tolerances through a multi-custodian platform.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Mark L

Series 63, Series 66

Coon Rapids, MN

Ausdal Financial Partners, Inc.

Mark Lea is a financial advisor at Ausdal Financial Partners, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at American Portfolios, OSAIC, and Osaic Advisory Services. In addition to his advisory roles, he owns and operates The Tractor Works, a seasonal mowing business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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John M

Series 66

Canfield, OH

Ausdal Financial Partners, Inc.

John Morvay is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. He holds the Series 66 designation and has worked at Ausdal Financial Partners since 2025, following prior roles at OSAIC and American Portfolios. Outside of his advisory work, he owns and operates Morvay Insurance Group and serves as an adjunct professor of economics at Walsh University. Additionally, he is a member of the board of directors for Sand Dunes Shores Resort. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of around 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations, with a range of portfolio options and custodial services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Gerhard A

ChFC®, Series 63

Downers Grove, IL

Ausdal Financial Partners, Inc.

Gerhard Axen is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Ausdal Financial Partners since 2008 and has also operated as a self-employed advisor since 1996. Outside of advisory services, he is a managing partner at Timberland Financial, an insurance sales business specializing in life, health, disability, and group insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Paul M

CFP®, Series 63, Series 65

Colorado Springs, CO

Ausdal Financial Partners, Inc.

Paul Mclemore is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with HFG Advisors, a firm he has been associated with since 2005, and has previously worked at Ausdal Financial Partners, Intervest International Equities Corp, United Planners' Financial Services, and Heartland Financial Consultants. Outside of finance, he is a jazz piano instructor through his business, Mclemore Piano. HFG Advisors provides financial planning, consulting, and portfolio management services to individuals, businesses, and retirement plans, with a focus on non-discretionary advice and collaboration with third-party money managers and sub-advisors. The firm is also involved in financial education through the Heartland Institute of Financial Education.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Travis S

CFP®, Series 66

Arlington Heights, IL

Ausdal Financial Partners, Inc.

Travis Smyczynski is a CFP® and Series 66 holder with 10 years of industry experience. He has worked at Ausdal Financial Partners, Inc. since 2018 and previously spent three years with Axa Advisors, LLC. Smyczynski is also involved in independent insurance sales on a part-time basis. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of investment advisory and financial planning services, tailoring strategies to client objectives and utilizing multiple custodians and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Jeffrey H

Series 63

Wildwood, FL

Ausdal Financial Partners, Inc.

Jeffrey Hartfield is a financial advisor with Ausdal Financial Partners, Inc. in Wildwood, FL, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and self-employment since 2018. Outside of advisory work, he is CEO of JSB Ventures, a ranch and rodeo business in Charlestown, IN. Ausdal Financial Partners serves individuals, trusts, corporations, pension plans, and charitable organizations with investment advisory programs, retirement plan services, and financial planning. The firm offers a range of investment strategies through both discretionary and non-discretionary accounts, combining in-house and third-party management with brokerage and insurance services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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John W

ChFC®, Series 63

Milford, OH

Ausdal Financial Partners, Inc.

John Wenstrup is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has operated The Wenstrup Company since 2003. Outside of his advisory work, he performs as a special character through March Forth Productions, LLC, and engages in light handyman repairs for small businesses and homeowners. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through a range of discretionary and non-discretionary accounts with access to multiple custodians and diverse investment options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Erica S

CFP®, Series 63, Series 65

North Palm Beach, FL

Ausdal Financial Partners, Inc.

Erica Smith is a CFP®-certified financial advisor with 10 years of industry experience, currently with Ausdal Financial Partners, Inc. in North Palm Beach, FL. Her prior experience includes nearly a decade at American Portfolios Financial Services, Inc. She is also a co-owner of an independent insurance agency, Financial Insurance Group of the Palm Beaches, where she primarily refers clients to other agents. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Tami H

Series 65

Davenport, IA

Ausdal Financial Partners, Inc.

Tami Hurd is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 65 credential and 14 years of industry experience. She has been with Ausdal Financial Partners since 2009. Outside of her advisory role, she is a co-owner of Red Bird Distributing, LLC, a wholesale food vendor in Bettendorf, Iowa, where she assists with bookkeeping and merchandising. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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William K

Series 63, Series 65

Palatine, IL

Ausdal Financial Partners, Inc.

William Karstenson Jr. is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ausdal since 2010 and has operated Karstenson Financial Services since 1997. Outside of his advisory work, Karstenson serves as a permanent deacon for the Archdiocese of Chicago, performing liturgical and ministerial duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary investment strategies across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Amy M

Series 63, Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Amy Marker is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 designations and over 30 years of industry experience. Her prior roles include positions at Edward Jones and Northern Trust. She has worked at Ausdal Financial Partners in two separate tenures totaling nine years. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment services and tailors strategies to client objectives, utilizing multiple custodians and integrating third-party managers in its solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Kevin L

Series 63, Series 65

Louisville, KY

Ausdal Financial Partners, Inc.

Kevin Leet is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2014. Outside of his advisory role, he serves as a director of the Legacy Volleyball Club in Louisville, KY. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies using mutual funds, ETFs, equities, fixed income, alternative products, and model portfolios, with services delivered on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Steven B

Series 63, Series 65

Naperville, IL

Ausdal Financial Partners, Inc.

Steven Bruno is a financial advisor with Ausdal Financial Partners, Inc. based in Naperville, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work history includes roles at M. Brown Financial Advisors and Thumbprint, Inc. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a network of investment advisor representatives. The firm offers a range of services including advisor-managed accounts and retirement plan advisory, with investment strategies tailored to clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Merriam R

CFP®, Series 63, Series 65

Bettendorf, IA

Ausdal Financial Partners, Inc.

Merriam Rink is a CFP® professional with 40 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2012. She holds Series 63 and Series 65 licenses and is based in Bettendorf, Iowa. Outside of her advisory role, she serves as treasurer for a local homeowners association and is a partner in a bookkeeping LLC. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Warren W

Series 63, Series 65

Davenport, IA

Ausdal Financial Partners, Inc.

Warren Wilson III is a financial advisor with Ausdal Financial Partners, Inc. in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Robert B. Ausdal & Co. Inc. since 1991. In addition to his advisory role, he is licensed to sell insurance products, dedicating limited time to this activity. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a team of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm combines broker-dealer and insurance activities with advisory services, providing diverse investment strategies across multiple account types and custodial platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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