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Timothy B

Series 66

Mint Hill, NC

Ausdal Financial Partners, Inc.

Timothy Beldner is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Ausdal in 2020, he worked at Larson Financial Securities, LLC and Larson Financial Group LLC. Outside of his advisory role, he is involved in managing and developing real estate investments and assists his daughter with a coffee trailer business. Ausdal Financial Partners manages over $2 billion in client assets and provides investment advisory, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolios, through a network of advisors, combining advisory, brokerage, and insurance services.

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

Series 63, Series 65

Virginia Beach, VA

Ausdal Financial Partners, Inc.

Jeffrey Geraci is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intervest International Equities Corp for 14 years. Outside of his advisory role, he owns and consults for Mission Critical FPI and is involved in insurance sales. 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, with a range of portfolio options and custodial partnerships.

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

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Brandon Hurckes is a financial advisor with Ausdal Financial Partners, Inc. and Clarity Group Midwest, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Hurckes/Mccord and Carvey Painting. Hurckes is also involved in insurance sales in addition to his advisory duties. 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 approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset classes and account types.

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

CFP®, Series 63

Vero Beach, FL

Ausdal Financial Partners, Inc.

David Smith Sr. is a CFP® professional with 48 years of industry experience, currently affiliated with Ausdal Financial Partners, Inc. He previously worked at Intervest International Equities Corp. and Fireman's Fund American Life Insurance Co. Smith also oversees tax preparation operations for H&R Block franchises serving military bases in Italy. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory and brokerage services tailored to clients’ objectives, with a multi-team structure that integrates third-party managers and supports both discretionary and non-discretionary accounts.

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

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Brett Suchy is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Sagepoint Financial, Wells Fargo Clearing Services, and Clune & Associates. In addition to his advisory work, he serves as president of the Franklin Avenue East Homeowners Association, managing governance and vendor payments. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of advisory and brokerage services with investment strategies tailored to client-specific objectives and risk profiles, utilizing multiple custodians and integrating third-party managers.

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

Series 63, Series 66

Mint Hill, NC

Ausdal Financial Partners, Inc.

Jacob Stevenson is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Ausdal Financial Partners in 2022, he worked at Larson Financial Securities, LLC and Larson Financial Group, LLC from 2015 to 2022. Outside of advising, he is involved in insurance sales and is a partner or owner in several investment-related entities. 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 wide range of investment and financial planning services with strategies tailored to clients' objectives and risk profiles, using multiple custodians and integrating third-party managers.

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

Series 63, Series 65

Miami Shores, FL

Ausdal Financial Partners, Inc.

Armando Fernandez is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at American Portfolios Financial Services, Inc. and Osaic Advisory Services. Outside of his advisory role, he is involved with 1TPTR Inc., an educational community for traders that share ideas and research. 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 broad range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored to client objectives and risk tolerance.

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

PFS™, Series 66

Canfield, OH

Ausdal Financial Partners, Inc.

Kathleen Indiano is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Inc. and INVEST Financial Corp. Outside of her advisory role, she is the president and owner of Indiano & Company CPAs, Inc., a public accounting firm providing accounting and tax services, and she also assists clients with insurance needs as a licensed insurance agent. 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, with a range of investment strategies delivered on 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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John J

CFP®, PFS™, Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

John Janis is a CFP® and PFS™ with over 32 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2011 and has maintained self-employment in accounting and tax preparation since 1991. In addition to his advisory work, he is also licensed as an insurance agent and provides accounting and tax services. Ausdal Financial Partners, Inc. 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 investment advisory programs, retirement plan services, and financial planning with both discretionary and non-discretionary strategies.

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

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Travis Wolfe is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Ausdal Financial Partners since 2016 and also serves as an assistant track and field coach at Tri-Valley Central School. Additionally, he works as an independent contractor selling fixed insurance products. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, combining tailored investment strategies with access to 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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Thomas D

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Thomas Durment is a financial advisor with Ausdal Financial Partners, Inc. in Glenview, Illinois, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ausdal since 2008 and also operates Durment Financial Planning, which provides investment-related and fixed insurance sales services. Durment serves as a board member and secretary of the Optimist Foundation, where he helps organize golf outings and scholarship programs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations through a range of advisory programs, retirement services, and financial planning, offering both discretionary and non-discretionary investment strategies across multiple asset classes.

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

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Christopher Patras is a financial advisor at Ausdal Financial Partners, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal since 2011. In addition to his advisory role, he owns an insurance sales business specializing in life, disability, and long-term care insurance, as well as group medical and dental plans for small businesses. Ausdal Financial Partners manages approximately $2.13 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, combining brokerage, advisory, and insurance services.

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

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Richard Orr is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with BCU Wealth Advisors, CUSO Financial Services, and Baxter Credit Union. Outside of his advisory role, he is involved in insurance sales through MVP Financial Services, Inc. and provides accounting and financial services at KMETZ Financial Group. 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, delivering strategies across various account types with access to multiple custodians and a range of investment products.

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

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Michael Lichtfuss is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Ausdal Financial Partners since 2012 and previously worked at Safety Service Sys for 17 years. Outside of his advisory role, Lichtfuss assesses national referee candidates and keeps score for high school basketball games. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of advisory and financial planning services, employing tailored investment strategies developed at the advisor level and integrating 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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Robert E

CFP®, Series 66

Colorado Springs, CO

Ausdal Financial Partners, Inc.

Robert Engel is a CFP® professional with 16 years of experience in financial advising, currently with Ausdal Financial Partners, Inc. since 2010. He owns Engel Wealth Management, where he provides insurance and annuity products as part of financial planning and offers exit planning and education services for business owners. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services with both discretionary and non-discretionary investment strategies.

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

CFP®, Series 63

Palm Beach Gardens, FL

Ausdal Financial Partners, Inc.

Richard Gerepka is a CFP® professional with 38 years of industry experience. He is currently with Ausdal Financial Partners, Inc. and has previously worked at OSAIC, American Portfolios, and Oxford Group International. 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 vehicles and both discretionary and non-discretionary strategies.

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

Series 63, Series 65

Wayzata, MN

Ausdal Financial Partners, Inc.

James Armour is a financial advisor with Ausdal Financial Partners, Inc. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ausdal since 2011. Outside of his advisory role, Armour is an independent agent involved in long-term care and life insurance sales. 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 a range of 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 various asset classes.

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

Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Patrick Donohue is a financial advisor at Ausdal Financial Partners, Inc. with three years of industry experience. He holds the Series 65 designation and has worked in various roles including as an agent providing life and health insurance services. Donohue’s background includes experience with BCH Wealth Management, LLC, and involvement in non-investment business activities such as managing insurance needs for individuals and small businesses. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers tailored investment strategies through advisor-managed and separately managed accounts, leveraging multiple custodians and third-party managers in both discretionary and non-discretionary formats.

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

Series 66

Glen Allen, VA

Ausdal Financial Partners, Inc.

Adam Stewart is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and six years of industry experience. He has worked with Brokers International Financial Services and has been involved with Stewart Wealth Advisors LLC and the Fidelity Insurance Agency of Virginia. Outside of finance, he co-owns Tivali Waxing, a body hair removal business in Richmond, VA. 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 wide range of advisory services tailored to client objectives and permits client-imposed investment restrictions, operating as both an SEC-registered investment adviser and FINRA-member broker-dealer.

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

Series 66

Davenport, IA

Ausdal Financial Partners, Inc.

Michelle Swinney is a financial advisor at Ausdal Financial Partners, Inc. with 18 years of industry experience. She holds a Series 66 designation and has been affiliated with Robert B. Ausdal & Co. Inc. since 2003. Outside of her advisory work, she is a part-time musician and music teacher based in Bettendorf, IA. 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 and brokerage services with both discretionary and non-discretionary investment strategies.

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