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Jeffery H

Series 66

Boise, ID

Good Life Advisors, LLC

Jeffery Herbek is a financial advisor with Good Life Advisors, LLC in Boise, ID, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial, The Grotto Group LLC, and Waddell & Reed Inc. He also operates Herbek LLC, a pass-through entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach with multiple analytical methods and continuous account supervision to align asset allocation with client objectives, offering access to various programmatic solutions and educational resources.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey B

Series 63, Series 65

Seven Fields, PA

Good Life Advisors, LLC

Jeffrey Bendis is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Good Life Advisors since 2014 and also maintains an affiliation with LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with independent research and multiple methods of analysis to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey M

Series 66

Fuquay Varina, NC

Good Life Advisors, LLC

Jeffrey Matthews is a financial advisor at Good Life Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Founders Financial Alliance, LLC, LPL Financial LLC, and Cambridge Investment Research. Matthews is also a licensed life insurance agent involved in investment-related activities. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment approach tailored to client objectives and risk tolerance.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Michael F

Series 63, Series 65

Port St. Lucie, FL

Good Life Advisors, LLC

Michael Ferrara II is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior career includes roles at LPL Financial and Tradition Securities and Derivatives LLC, as well as five years in construction-related businesses. Good Life Advisors is a registered investment adviser with approximately 95 advisors managing around $4.35 billion in assets. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering tailored portfolio management, comprehensive financial planning, and retirement plan consulting through a combination of direct management, model portfolios, and third-party advisory programs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Christopher R

CFP®, Series 63, Series 65

Seven Fields, PA

Good Life Advisors, LLC

Christopher Rondinelli is a CFP® with 18 years of industry experience. He has been with Good Life Advisors, LLC since 2014 and also maintains an affiliation with LPL Financial since 2013. His prior experience includes a teaching role at the Community College of Allegheny County from 2012 to 2018. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing tailored investment strategies and multiple advisory platforms.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Brian C

Series 63, Series 65

Eagle, ID

Good Life Advisors, LLC

Brian Crook is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Rocky Mountain Wealth Management LLC and Commonwealth Financial Network, where he worked for 12 years. Brian is based in Eagle, Idaho. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various programmatic investment solutions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Bradley S

Series 63, Series 65

Monroeville, PA

Good Life Advisors, LLC

Bradley Shear is a financial advisor at Good Life Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and operated Shear Capital Group. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Christopher M

Series 66

Syracuse, NY

Good Life Advisors, LLC

Christopher Moak is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors since 2018, with prior experience at LPL Financial and Independent Financial Partners. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice, offering access to a variety of programmatic solutions and educational resources.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Joan L

CFP®, Series 63

Lewisburg, PA

Good Life Advisors, LLC

Joan Lyons is a CFP® with 30 years of industry experience, currently serving at Good Life Advisors, LLC since 2015. She maintains her affiliation with LPL Financial and holds a Series 63 license. Outside of her advisory role, Lyons is involved in non-variable insurance through R & B Insurance Services, LLC. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, retirement consulting, and access to third-party managers, with an investment approach combining fundamental, technical, and cyclical analysis.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Brenan V

CFP®, Series 66

Fuquay Varina, NC

Good Life Advisors, LLC

Brenan Volpe is a CFP® with 10 years of industry experience, currently affiliated with Good Life Advisors, LLC. His prior roles include positions at Founders Financial Alliance, LPL Financial, Raymond James Financial Services, and Volpe Holdings LLC. Volpe also owns Citadel Financial LLC, a business entity for tax and investment purposes. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Jeffery G

Series 63, Series 65

Lisle, IL

Good Life Advisors, LLC

Jeffery Grecu is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. He has co-owned a non-variable insurance business and operates J.A.G. Planning and Investments LLC for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Ivan R

Series 66

Lakewood Ranch, FL

Good Life Advisors, LLC

Ivan Ramirez Ramirez is a financial advisor at Good Life Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Partners and LPL Financial. Ramirez operates under the DBA The Hoskins & Ramirez Group within Good Life Advisors. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions including wrap accounts, model portfolios, and third-party managers.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Christopher N

CFA®, Series 63, Series 66

Reading, PA

Good Life Advisors, LLC

Christopher Needs is a CFA® charterholder with 10 years of industry experience. He is currently with Good Life Advisors, LLC and has previously worked at LPL Financial, Park Avenue Securities, Guardian Life Insurance, and CUNA Brokerage Services. Good Life Advisors is an enterprise-scale registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored portfolios through a combination of fundamental, technical, and cyclical analysis, using a mix of direct management, model portfolios, and technology-enabled platforms.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Robert P

Series 66

Centennial, CO

Good Life Advisors, LLC

Robert Penrose is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Good Life Advisors and LPL Financial, he worked at Thrivent Financial and Goosehead Insurance. Outside of financial services, he owns an online virtual volleyball coaching and mentoring platform called NEXT LEVEL VOLLEYBALL. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a process that combines fundamental, technical, and cyclical analysis tailored to client objectives.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Celia S

CFP®, Series 63, Series 65

Beaumont, TX

Good Life Advisors, LLC

Celia Scott is a Certified Financial Planner® with 28 years of industry experience, currently serving at Good Life Advisors, LLC in Beaumont, TX. She has been affiliated with Scott Wealth Management and LPL Financial, LLC since 2015. Outside of her advisory roles, she holds a notary commission. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice, offering discretionary and non-discretionary portfolio management, education seminars, and access to various programmatic investment solutions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Sean M

Series 66

Celebration, FL

Good Life Advisors, LLC

Sean Mest is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and Key Investment Services. He provides administrative support to Good Life Advisors, an independent registered investment advisory firm. Good Life Advisors is a large registered investment adviser with around 95 advisors and approximately $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations through customized portfolio management, comprehensive financial planning, retirement consulting, and access to third-party asset managers and advisory programs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Jeremiah L

Series 63, Series 65

Celebration, FL

Good Life Advisors, LLC

Jeremiah Locascio is a financial advisor at Good Life Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, Locascio owns Wireframe Websites, a business providing web design, programming, and 3D printing services. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to provide tailored advice and access to a range of programmatic investment solutions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Kamisha Aileen M

Series 66

Durham, NC

Good Life Advisors, LLC

Kamisha Aileen Mcknight is a financial advisor at Good Life Advisors, LLC in Durham, NC, holding a Series 66 designation with three years of industry experience. She has worked with firms including LPL Financial LLC and Fidelity Investments. Outside of her advisory role, Kamisha is involved with Zest Cafe & Home Art, reflecting interests beyond finance. Good Life Advisors is a registered investment adviser with approximately 95 advisors managing about $4.35 billion in assets. The firm serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement consulting, and access to third-party asset managers, with an investment process tailored to client objectives and risk tolerance.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Zachary I

Series 66, Series 63

Celebration, FL

Good Life Advisors, LLC

Zachary Inklebarger is a financial advisor at Good Life Advisors, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at LPL Financial LLC, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. Prior to his financial career, he worked at Bray Ace Hardware for four years. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, implementing strategies through a combination of direct management, model portfolios, and LPL-sponsored technology platforms.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Julius L

Series 66

Bogart, GA

Good Life Advisors, LLC

Julius Lord III is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has previously worked with Private Advisor Group, LLC and LPL Financial, among others. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice, offering a range of programmatic solutions and educational resources to support clients’ financial goals.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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