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David N

Series 63, Series 65

Lisle, IL

Ausdal Financial Partners, Inc.

David Nelson is a financial advisor at Ausdal Financial Partners, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The O.N. Equity Sales Company and Ohio National Financial Services. In addition to his advisory role, he volunteers with American Medicare Disability Advocates, a nonprofit organization assisting people with disabilities in navigating Medicare. Ausdal Financial Partners manages assets for individuals, trusts, estates, retirement plans, and businesses, offering a range of investment advisory and financial planning services tailored to client objectives and risk tolerance. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, providing access to multiple custodians and integrated third-party money managers.

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

Series 63, Series 65

Saint Petersburg, FL

Ausdal Financial Partners, Inc.

Timothy Bodner 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 worked previously at OSAIC, American Portfolios Financial Services, Inc., and ProEquities Inc. Outside of his advisory role, he is the president and owner of Infinity Tax and Financial, a tax preparation and outside insurance sales business. 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 both discretionary and non-discretionary investment strategies across various asset types and combines 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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Alexandra D

CFP®, Series 66

Kokomo, IN

Ausdal Financial Partners, Inc.

Alexandra Durham is a CFP® with 15 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2011. She also has a longstanding affiliation with Freedom Financial Group beginning in 2004. Outside of her advisory work, Durham is a member of the Kokomo School Corporation board and serves on the Kokomo Howard County Library Board of Directors. Ausdal Financial Partners manages approximately $2.13 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm combines advisory and brokerage services, including insurance product sales, with investment strategies implemented through various 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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Alex G

Series 65

Houston, TX

Ausdal Financial Partners, Inc.

Alex Gerepka is a financial advisor at Ausdal Financial Partners, Inc. based in Houston, TX. He holds a Series 65 designation and has experience working in various educational roles including at the University of Houston and Lonestar College. 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 advisory and brokerage services, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.

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

Series 63, Series 65

Sandusky, OH

Ausdal Financial Partners, Inc.

Jacob Roth is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Fortune Financial Services and Prism Financial Group. Outside of advisory work, he is involved in insurance sales with Prism Advanced Strategies, dedicating part of his time to client insurance needs. 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 brokerage services, tailoring investment strategies to client objectives 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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Sarah W

Series 63, Series 65

Elkhorn, NE

Ausdal Financial Partners, Inc.

Sarah Werner is a financial advisor with Ausdal Financial Partners, Inc. in Elkhorn, Nebraska, holding Series 63 and Series 65 licenses and having four years of industry experience. Her prior roles include positions at Mint Hill Wealth Management, ChangePath, LLC, L & L Advisors, Kansas State University, and Mitchell Technical Institute. She also manages insurance services through Mint Hill Insurance Services, dedicating approximately 10 hours per month to servicing client insurance policies. 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, utilizing both 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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David V

CFP®, Series 66

Tampa, FL

Ausdal Financial Partners, Inc.

David Vileno is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at OSAIC, American Portfolios Financial Services, Inc., and National Securities Corporation. In addition to his advisory role, he owns and operates Strategic Tax Consulting, Inc., providing tax preparation and accounting services in Tampa, FL. 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, 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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Matthew W

CFP®, Series 66

Boulder, CO

Ausdal Financial Partners, Inc.

Matthew Wilson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2019. Prior to this, he worked for Capital Financial Services for 10 years. Outside of his advisory role, he is president and owner of a CPA consulting practice and co-owner of a battery leasing company focused on solar storage solutions. 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 planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset types.

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

ChFC®, Series 63, Series 65, Series 66

Spring Hill, TN

Ausdal Financial Partners, Inc.

Kevin Moeller is a financial advisor at Ausdal Financial Partners, Inc. with 29 years of industry experience. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66). Prior to joining Ausdal in 2023, he worked at Allstate Insurance Co and Next Financial Group, Inc. Additionally, Moeller serves as treasurer for a leadership and discipleship organization, managing bookkeeping and budgeting responsibilities. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory services tailored to client objectives and risk tolerance, utilizing multiple custodians and third-party money managers, while maintaining dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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

Series 66

Crystal Lake, IL

Ausdal Financial Partners, Inc.

Kolton Rominski is a financial advisor at Ausdal Financial Partners, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Larson Financial Group and Rock Harbor Capital LLC. Outside of his advisory role, he serves as a referral partner for a direct prescription service. 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, 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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John D

Series 63, Series 65

Moline, IL

Ausdal Financial Partners, Inc.

John Dewitt is a financial advisor with Ausdal Financial Partners, Inc. based in Moline, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Robert B Ausdal & Co Inc since 2006 and has operated his own insurance business since 1987. Outside of advising, he serves as a trustee for the Svithiod Club of Moline. 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 across various asset classes and delivers services through both advisory and brokerage platforms, including insurance products.

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

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

William Hurckes is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes founding Hurckes Financial Strategies and roles at Clarity Group Midwest, LLC. Outside of advising, he works as an independent insurance agent, selling term life, fixed universal life, fixed whole life, disability income, 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 through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, utilizing both discretionary and non-discretionary strategies across a wide range of asset classes.

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

Series 63, Series 65

Chipley, FL

Ausdal Financial Partners, Inc.

Jon Floyd is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and FSC Securities Corporation. Outside of advising, he is president of a tree farm and landscaping business and vice president/owner of a general store, both located in Chipley, FL. 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 client objectives and risk tolerances across multiple custodians and account types.

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

Series 63, Series 66

Shorewood, MN

Ausdal Financial Partners, Inc.

Thomas Schneider is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ausdal since 2020 and previously held roles at SSN Advisory, Securities Service Network, and Voya Financial Advisors. Schneider is also the owner of Schneider Consulting, where he provides insurance plans to individuals and small employee groups. Additionally, he serves as a chapter champion for the Free Enterprise Alliance, an advocacy group focused on limited government and fair competition. 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, 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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Zachary C

Series 63, Series 65

St. George, UT

Ausdal Financial Partners, Inc.

Zachary Cowdell is a financial advisor with Ausdal Financial Partners, Inc. in St. George, UT, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Ausdal, he was with Intervest International Equities Corp and operates Cowdell Insurance Agency, where he sells life, health, and property & casualty insurance. He also serves as an assistant lacrosse coach at Crimson Cliffs High School. 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 services, including advisor-managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, 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 R

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Michael Remedi is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal Financial Partners since 2008. Outside of his advisory role, he is also involved in the sale of fixed and health insurance products on a part-time basis. 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 a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies with multiple portfolio options.

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

Series 63, Series 65, Series 66

Bettendorf, IA

Ausdal Financial Partners, Inc.

Jeffrey Peters is a financial advisor with Ausdal Financial Partners, Inc. in Bettendorf, IA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2007. Outside of advisory work, he serves as a partner in Cameo 563 LLC, an LLC established for bookkeeping and managing office expenses. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both advisory and brokerage services with a range of investment options.

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

Series 66

Indianapolis, IN

Ausdal Financial Partners, Inc.

Andrew Parrish is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, Indiana, holding a Series 66 license with 23 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory work, Parrish creates outdoor recreation videos focused on backpacking, camping, and outdoor gear, which he shares on YouTube and Rumble. He also serves as treasurer for the Delta Tau Delta Housing Corporation and chairs the board of directors for the Beta Alpha Shelter of Delta Tau Delta Fraternity. 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 various asset classes.

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

CFP®, ChFC®, Series 63

Glen Ellyn, IL

Ausdal Financial Partners, Inc.

John Lancaster III is a financial advisor with Ausdal Financial Partners, Inc., holding CFP® and ChFC® designations and over 40 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also serves as president of The Lancaster Company, Inc., a firm specializing in insurance brokerage. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for more than 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, and retirement-plan advisory, tailoring investment strategies to client objectives and utilizing multiple custodians and third-party money managers.

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

Series 63, Series 65

Harker Heights, TX

Ausdal Financial Partners, Inc.

Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.

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