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Heidi B

CFP®, Series 63, Series 65

Boise, ID

Ausdal Financial Partners, Inc.

Heidi Burgoyne is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ausdal Financial Partners in 2011, she worked at QA3 Financial LLC for six years. Outside of her advisory role, she is also an attorney involved with legal services through Exceed Legal, PLLC and Burgoyne Law, PLLC. 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 services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, employing tailored investment strategies and multiple custodians to meet client needs.

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

Series 63, Series 65

Kokomo, IN

Ausdal Financial Partners, Inc.

Kirk Daniels is a financial advisor with Ausdal Financial Partners, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, Daniels serves as president of the Convention and Visitor's Bureau for Kokomo/Howard County and is a director of the Haitian Environmental Support Program. 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 about 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 options and custodial services.

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

Series 66

Phoenix, AZ

Ausdal Financial Partners, Inc.

Joan Johnson is a financial advisor with Ausdal Financial Partners, Inc. in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. She has worked at Ausdal Financial Partners since 2010 and previously held roles at HAVI Global Solutions, House of Refuge, Homeward Bound, and CAMEO. Outside of advising, Joan is a licensed insurance agent and provides tax preparation and accounting services through her own CPA practice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, with portfolios that include mutual funds, ETFs, equities, fixed income, and alternative products delivered through multiple account structures.

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

Series 63, Series 65

North Palm Beach, FL

Ausdal Financial Partners, Inc.

Kirk Henderson is a financial advisor at Ausdal Financial Partners, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner of Kirk Henderson Financial Services, Inc., which provides insurance products. Ausdal Financial Partners, Inc. 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 both discretionary and non-discretionary strategies across a range of investment products and maintains dual broker-dealer and insurance activities.

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

Series 63, Series 66

Canfield, OH

Ausdal Financial Partners, Inc.

George Bellish is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at American Portfolios and OSAIC, alongside maintaining Capital Business Strategies since 2004. He is also a member of GMB Strategies, LLC, a holding company unrelated to investment activities. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across various account types, with access to multiple custodians and a combination of 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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Beverly C

Series 63

Palmetto Bay, FL

Ausdal Financial Partners, Inc.

Beverly Curmanskie is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including American Portfolios and National Life of Vermont. Outside of her advisory role, she owns Beverly Curmanskie Financial, where she sells various insurance products to clients. 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 advisory programs, retirement plan services, and financial planning with a range of investment strategies and custodial options.

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

Series 63, Series 65

Centennial, CO

Ausdal Financial Partners, Inc.

Vinton Hartmann is a financial advisor at Ausdal Financial Partners, Inc. with 30 years of industry experience. He held prior roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2026. Outside of advising, he owns several business ventures, including affiliate marketing and an independent insurance agency. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives.

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

Series 63, Series 65

Cleburne, TX

Ausdal Financial Partners, Inc.

Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. 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 services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.

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

Series 66

Sarasota, FL

Ausdal Financial Partners, Inc.

Michael Saltiel is a Series 66 credentialed financial advisor with 14 years of industry experience. He currently works at Ausdal Financial Partners, Inc., joining the firm in 2024 after six years at SCF Investment Advisors, Inc. and SCF Securities, Inc., and two years at Infinity Financial Services. Outside of advisory work, he owned and operated Aqua Grill, LLC from 2010 to 2019. 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 advisory and financial planning services, utilizing multiple custodians and integrating third-party managers to tailor investment strategies to each client’s objectives and risk tolerance.

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

Series 63, Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Vincent Corso is a financial advisor at Ausdal Financial Partners, Inc. with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cornerstone Securities LLC and Crown Capital Securities, L.P. Corso is also involved in insurance sales as an agent with BCH Insure, LLC, where he offers various insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

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

Series 63, Series 65

White Bear Lake, MN

Ausdal Financial Partners, Inc.

Christopher Neston is a financial advisor with Ausdal Financial Partners, Inc. in White Bear Lake, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Ausdal Financial Partners since 2011. Outside of his advisory role, he is involved in insurance sales and also dedicates time to referring small businesses as a resource to help them operate more efficiently. 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 about 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 dual focus on brokerage and insurance activities.

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

Series 66

Virginia Beach, VA

Ausdal Financial Partners, Inc.

Michael Geraci is a financial advisor at Ausdal Financial Partners, Inc. based in Virginia Beach, VA, with five years of industry experience. He holds the Series 66 designation and previously worked at Intervest International Equities Corp. Outside of financial advising, he has been involved in businesses such as Busybee Paperless LLC and Metta Medical LLC. 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 investment and financial planning services tailored to client objectives and works through multiple custodians while integrating third-party managers and model portfolios into client solutions.

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

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Bradley Kmetz is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Ausdal in 2024, he worked at Signature Financial Services, Ltd and First Heartland Capital Inc from 2015 to 2024 and has operated Kmetz Financial Group since 2017, providing full-service accounting and tax preparation. Kmetz also serves as treasurer for the Willowbrook Burr Ridge Chamber of Commerce. 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 offers a range of investment advisory services with strategies tailored at the advisor level, integrating multiple custodians and third-party money managers within its multi-team platform.

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

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Ted Berman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, Berman is involved in advanced tax planning and business consulting through an LLC he owns, and he also manages healthcare software licenses related to chronic care management systems. 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 about 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 types with both discretionary and non-discretionary management.

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

Series 63, Series 65

Roscoe, IL

Ausdal Financial Partners, Inc.

Herbert Rosene is a financial advisor with Ausdal Financial Partners, Inc. in Roscoe, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Ausdal Financial Partners since 2009 and has operated the H.C. Rosene Agency since 1993. Outside of advisory work, he performs as a magician and collects silver and gold. 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 accounts, third-party manager access, retirement-plan advisory, and financial planning, tailoring investment strategies to meet each client’s specific needs.

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

CFP®, Series 63, Series 66

Summerville, SC

Ausdal Financial Partners, Inc.

Travis Moore is a CFP® professional with 21 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. Prior to this, he spent 14 years at Intervest International Equities Corp. He also owns Cornerstone Financial Strategies, LLC, an independent investment planning firm where he assists clients with portfolio management, retirement income, and asset protection. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. 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 investment options 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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Alexis T

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Alexis Trotter is a financial advisor at Ausdal Financial Partners, Inc. with one year of industry experience and holds the Series 66 designation. Prior to joining Ausdal, Alexis worked at Clarity Group Midwest and Princeville State Bank. Alexis also serves as a non-commissioned officer with the Illinois Air Force National Guard. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion for over 16,000 clients and offers a range of services such as advisor-managed accounts, separately managed accounts, retirement-plan advisory, and financial planning, with tailored investment strategies developed at the advisor level.

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

CFP®, Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Michael Hoye is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Schaumburg, IL. Outside of his advisory role, he is involved in the consultation and sale of fixed insurance products, including fixed indexed annuities and fixed life 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 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 investment strategies across a broad range of asset classes.

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

Series 63, Series 65

Hoboken, NJ

Ausdal Financial Partners, Inc.

William Lapiana is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Newbridge Securities for 15 years before joining Ausdal in 2024. Outside of his advisory role, he leads Lapiana Consulting Group and is involved in explaining deferred sales trust strategies to clients. 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 and financial planning services, with investment strategies tailored to clients’ objectives and risk profiles.

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

Series 63, Series 65

Valdosta, GA

Ausdal Financial Partners, Inc.

James Washnock is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Intervest International Equities Corp for 17 years. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types and maintains dual broker-dealer and insurance activities.

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