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Anthony A

Series 66

Celebration, FL

Good Life Advisors, LLC

Anthony Acevedo is a financial advisor with Good Life Advisors, LLC in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill. Acevedo also operates Acevedo Capital Group, a business entity 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 uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscriptions.

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

CFP®, Series 63

Celebration, FL

Good Life Advisors, LLC

Julie Kemp is a CFP® professional with 22 years of experience in the financial services industry. She is affiliated with Good Life Advisors, LLC and has held roles at LPL Financial and Financial Planning Advisors. In addition to her advisory work, she is involved in tax preparation and accounting activities. 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 and offers a range of portfolio management options alongside educational seminars and subscription-based planning services.

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

Series 63, Series 65

Lewisburg, PA

Good Life Advisors, LLC

Michael Barrett is a financial advisor with Good Life Advisors, LLC in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Good Life Advisors and affiliated with LPL Financial since 2015. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations with approximately $4.35 billion in assets under management. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, using a tailored investment approach that incorporates fundamental, technical, and cyclical analysis along with ongoing monitoring and rebalancing.

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

Series 66

Pittsburgh, PA

Good Life Advisors, LLC

Philip Webb is a financial advisor at Good Life Advisors, LLC in Pittsburgh, PA, holding a Series 66 designation with 21 years of industry experience. He has worked at multiple firms including LPL Financial, Grandview Wealth Management, and Waddell & Reed. Webb also serves as an independent agent for non-variable insurance through organizations such as the National Slovak Society and GBU Life. 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, businesses, trusts, estates, and charitable organizations, offering portfolio management, 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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Andrew H

Series 66

Lakewood Ranch, FL

Good Life Advisors, LLC

Andrew Hoskins is a financial advisor with Good Life Advisors, LLC in Lakewood Ranch, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a team approach and multiple analysis methods to tailor investment strategies and offers various programmatic solutions alongside educational seminars and a planning subscription service.

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

Series 63, Series 66

Celebration, FL

Good Life Advisors, LLC

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

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

Series 63, Series 65

Reading, PA

Good Life Advisors, LLC

Noah Brooks is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Good Life Advisors since 2014 and previously at LPL Financial, LLC and Wells Fargo Clearing. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, serving individuals, business entities, trusts, estates, and charitable organizations. Its investment approach combines fundamental, technical, and cyclical analysis, with strategies implemented through direct management, model portfolios, and sponsored platforms.

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

Series 65

Beaumont, TX

Good Life Advisors, LLC

Ashlee Jones is a financial advisor at Good Life Advisors, LLC in Beaumont, TX, holding a Series 65 designation with two years of industry experience. Her work history includes roles at Celia Scott, US Career Institute, and New Life Women's Rehabilitation Center. 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 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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Paul L

Series 63

Centennial, CO

Good Life Advisors, LLC

Paul Levy Jr. is a financial advisor with Good Life Advisors, LLC and holds a Series 63 designation. He has 27 years of industry experience and has been with Good Life Advisors and LPL Financial since 2015. 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 and continuously supervise accounts, offering a range of programmatic solutions and educational resources.

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

Series 63, Series 65

Celebration, FL

Good Life Advisors, LLC

Courtnie Gray is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Good Life Advisors since 2014 and LPL Financial since 2012. 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 plan consulting, and access to third-party asset managers, using a tailored investment approach that combines fundamental, technical, and cyclical analysis.

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

Series 63, Series 65

Pittsburgh, PA

Good Life Advisors, LLC

James Kaiser is a financial advisor at Good Life Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with LPL Financial, Waddell & Reed, and various insurance carriers. Kaiser’s career includes roles spanning investment advisory and insurance services. 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 independent research and multiple analysis methods to tailor advice and offers a variety of programmatic solutions alongside educational seminars and planning subscription services.

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

Series 63, Series 65

Columbia, SC

Good Life Advisors, LLC

Fred Quattlebaum is a financial advisor with Good Life Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2016. 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. Their investment approach combines fundamental, technical, and cyclical analysis tailored to client objectives, implemented through direct management, model portfolios, and advisory platforms.

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

Series 63, Series 65

Greenville, SC

Good Life Advisors, LLC

Frederick Shows Jr. is a financial advisor with Good Life Advisors, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and United Healthcare. He also operates a business entity 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 uses a team approach and multiple analysis methods to tailor advice and offers a range of programmatic solutions along with educational seminars and planning subscription services.

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

CFP®, Series 63, Series 66

Nashville, TN

Good Life Advisors, LLC

Matthew Allgood is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Good Life Advisors, LLC, where he has worked since 2021, and has prior experience at LPL Financial and Level Four Advisory Services. 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 multiple methods of analysis to tailor advice and offers a range of programmatic solutions along with educational seminars and subscription planning services.

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

Series 65

Celebration, FL

Good Life Advisors, LLC

Joshua Chase is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, Kingsview Asset Management, and Kingsview Financial. Outside of his advisory role, he participates in a Nielsen Rating Household survey. 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 align asset allocation with clients’ objectives and risk tolerances, offering discretionary and non-discretionary portfolio management as well as educational seminars and access to third-party programs.

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

Series 66

Douglassville, PA

Good Life Advisors, LLC

Brad Schneider is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Good Life Advisors since 2014 and has also worked at LPL Financial since 2012. Schneider is involved in selling Medicare supplement and Part D Prescription policies as part of his business activities. 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, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis tailored to each client’s objectives and risk tolerance, utilizing a mix of direct management, model portfolios, and sponsored advisory programs.

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

ChFC®, Series 63, Series 65

Monroeville, PA

Good Life Advisors, LLC

Howard Shear is a financial advisor with Good Life Advisors, LLC in Monroeville, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with Good Life Advisors since 2014. Outside of his advisory role, he is involved with Shear Capital Group, LLC, providing financial planning and wealth management services. 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 tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple sponsored advisory programs.

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

Series 65, Series 63

Nashville, TN

Good Life Advisors, LLC

Benjamin Romine is a financial advisor at Good Life Advisors, LLC in Nashville, TN, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Good Life Advisors and LPL Financial in 2026, he worked for Ocean Park Asset Management and held various positions including roles at Universal Music Publishing Group and Lipscomb University. Good Life Advisors is a large 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 customized portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory programs, utilizing a combination of fundamental, technical, and cyclical analysis along with continuous account monitoring.

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

Series 63, Series 65

Pittsburgh, PA

Good Life Advisors, LLC

Nicholas Curinga III is a financial advisor with Good Life Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at firms including Waddell & Reed, Inc. and maintains various non-variable insurance agent roles alongside his advisory practice. Curinga also provides investment advisory services through Grandview Wealth Management, LLC. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to multiple advisory programs. Their investment approach combines fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerance, utilizing direct management, model portfolios, and sponsored platforms.

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

CFP®, Series 66, Series 63

Mt. Pleasant, SC

Good Life Advisors, LLC

Fred Claghorn III is a CFP® professional with 19 years of experience, currently serving at Good Life Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and has been affiliated with LPL Financial during this time. 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. Their investment approach combines fundamental, technical, and cyclical analysis with ongoing account monitoring, utilizing a mix of direct management, model portfolios, and sponsored advisory platforms.

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