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Samuel G

Series 63, Series 65

Seven Fields, PA

Good Life Advisors, LLC

Samuel Gaudio is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Good Life Advisors since 2015 and also serves as an instructor at the Community College of Allegheny County. 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-based approach with multiple methods of analysis and offers a range of programmatic solutions alongside educational seminars and ongoing planning subscriptions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Jose Rizal P

Series 63, Series 65

Pittsburgh, PA

Good Life Advisors, LLC

Jose Rizal Pangilinan is a financial advisor with Good Life Advisors, LLC in Reading, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously affiliated with Waddell & Reed, INC. and various insurance carriers. 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-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscription services.

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

Series 66

Apopka, FL

Good Life Advisors, LLC

Daniel Thornton is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Good Life Financial Advisors of Orlando. 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, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment process that integrates fundamental, technical, and cyclical analysis.

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

Series 66, Series 63

Syracuse, NY

Good Life Advisors, LLC

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY. He holds Series 66 and Series 63 credentials and has 32 years of industry experience. His prior roles include positions at Independent Financial Partners and LPL Financial. Outside of advisory work, he is involved in the ice cream manufacturing business, Gabrielle Chocolates and Ice Cream. Good Life Advisors is a large 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, utilizing direct management, model portfolios, and third-party platforms including LPL-sponsored technology.

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

Series 63, Series 65

Lisle, IL

Good Life Advisors, LLC

Kyle Mcbroom is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. Outside of his advisory work, he is associated with Bigdog Dadddy LLC, a business entity used for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base, including individuals, families, business entities, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription-based planning services.

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

ChFC®, Series 66

Lisle, IL

Good Life Advisors, LLC

Kyle Harper is a financial advisor at Good Life Advisors, LLC in Lisle, IL, holding the ChFC® and Series 66 credentials with 14 years of industry experience. He previously worked at Level Four Advisory Services, LLC, Opus Wealth Management Group, and LPL Financial, LLC. 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 with multiple analysis methods and continuous account supervision to tailor advice and offers access to various programmatic solutions and educational seminars.

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

CFP®, Series 66

Celebration, FL

Good Life Advisors, LLC

Lisa Strohm is a CFP® with 20 years of industry experience. She is affiliated with Good Life Advisors, LLC and has previously worked at LPL Financial, Agili, P.C., Merrill, and Banc Of America Investment Services. Strohm is a sole member of Athena Network, an organization focused on networking and advising women regarding their financial concerns. Good Life Advisors is a large registered investment adviser serving individuals, businesses, trusts, estates, and charitable organizations. The firm provides portfolio management, comprehensive financial planning, retirement plan consulting, and fiduciary services, utilizing a tailored investment approach that combines fundamental, technical, and cyclical analysis with continuous monitoring and rebalancing.

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

Series 63, Series 65

Coral Springs, FL

Good Life Advisors, LLC

Maxwell Demeritte Jr. is a financial advisor at Good Life Advisors, LLC with 13 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm and LPL Financial in 2022. His credentials include Series 63 and Series 65 licenses. 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 utilizes multiple methods of analysis to tailor advice and manage portfolios, offering a range of programmatic solutions alongside educational seminars and ongoing planning services.

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

Series 63, Series 66

Celebration, FL

Good Life Advisors, LLC

Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with LPL Financial since 2012 and founded Good Life Advisors, LLC, where he has been active since 2014. Outside of advisory services, he manages a cafe business, Good Life Organics. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

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

Series 63, Series 65

Mt Pleasant, SC

Good Life Advisors, LLC

Louis Falvo is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Good Life Advisors since 2014 and also provides financial planning and consulting services through Cross Roads Divorce Advisors, LLC, which he co-founded in 2015. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to deliver tailored advice and provides access to a variety of programmatic investment solutions and educational resources.

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

Series 63, Series 65

Mt. Pleasant, SC

Good Life Advisors, LLC

Jennifer Ritz is a financial advisor with Good Life Advisors, LLC in Mt. Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Good Life Advisors and LPL Financial since 2016. Good Life Advisors is an enterprise-scale 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 provides tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to various advisory programs, using a combination of fundamental, technical, and cyclical analysis alongside multiple management platforms and technology solutions.

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

Series 66

Mt. Pleasant, SC

Good Life Advisors, LLC

Jonathan Hoffman is a Series 66-licensed financial advisor with Good Life Advisors, LLC, where he has worked since 2016. He has 14 years of industry experience and is based in Mt. Pleasant, South Carolina. Good Life Advisors is a multi-team registered investment adviser with roughly 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through tailored investment strategies and a range of advisory platforms.

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

Series 63, Series 65

Middletown, DE

Good Life Advisors, LLC

Eric Janvier is a financial advisor with Good Life Advisors, LLC, based in Middletown, DE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2015. Outside of his advisory role, he is involved with Janvier Estate Management LLC, a real estate rental business. 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 with independent research and multiple analysis methods to tailor asset allocation 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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Jeffery H

CFP®, Series 63

Lisele, IL

Good Life Advisors, LLC

Jeffery Harper is a CFP® professional with 36 years of industry experience currently affiliated with LPL Financial in Lisle, IL. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LLC and Opus Wealth Management Group. Outside of his advisory work, he oversees the raising and selling of cattle on a farm he owns. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

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

CFP®, ChFC®, Series 63, Series 65

Lisle, IL

Good Life Advisors, LLC

Charles Baier is a CFP® and ChFC® with 20 years of experience in the financial services industry. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. In addition to his advisory work, Baier is a commissioned notary. 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 and multiple analysis methods to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various third-party programs and custodial platforms.

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

Series 65, Series 63

Lewisburg, PA

Good Life Advisors, LLC

Nathan Wagner is a financial advisor at Good Life Advisors, LLC in Lewisburg, PA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at Good Life Advisors and LPL Financial, as well as prior experience at Blaise Alexander Ford. 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, financial planning, retirement consulting, and access to third-party asset managers, utilizing a tailored investment process that incorporates fundamental, technical, and cyclical analysis.

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

Series 65, Series 63

Fuquay-Varina, NC

Good Life Advisors, LLC

Benjamin Van Troost is a financial advisor with Good Life Advisors, LLC, holding Series 65 and Series 63 credentials and having six years of industry experience. His prior work includes roles at Founders Financial Alliance, Citadel Financial Planning, and Prudential Insurance Company of America. Outside of financial services, he has experience in the craft beer industry, including work with Oaklyn Springs Brewery and Tapline Craft Beer & Wine. 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 customized portfolio management, comprehensive financial planning, and retirement plan consulting through a combination of direct management and technology-driven solutions.

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

CFP®, Series 66

Celebration, FL

Good Life Advisors, LLC

Joshua Strange is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Good Life Advisors, LLC since 2018 and previously held roles at LPL Financial and SunTrust Advisory Services. 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 with multiple methods of analysis and continuous account supervision to tailor advice and align asset allocation with clients’ objectives and risk tolerances.

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

Series 63, Series 65

Celebration, FL

Good Life Advisors, LLC

Pierce Giancaterino is a financial advisor at Good Life Advisors, LLC, holding Series 63 and Series 65 credentials with two years of industry experience. His work history includes roles at LPL Financial, Ameriprise, and Brinker Capital Inc., as well as employment outside finance at Amazon and PricewaterhouseCoopers. 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, comprehensive financial planning, retirement plan consulting, and access to multiple advisory platforms.

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

Series 63

Seven Fields, PA

Good Life Advisors, LLC

Sean Menzies is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Good Life Advisors since 2014, also maintaining an association with LPL Financial since 2013. Outside of his advisory role, he is involved with the NSS Life Fraternal Order as an agent for non-variable insurance. 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-based approach using multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and planning subscription services.

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