Jeffrey Tamas is a Series 65-credentialed financial advisor with over 10 years of industry experience. He is currently with Ideal Retirement Solutions and has prior experience at firms including Portfolio Medics, Alphastar Capital Management, MWA Financial Services, and Modern Woodmen. In addition to his advisory role, he is also an insurance agent, spending part of his time selling annuities and life insurance products. Ideal Retirement Solutions serves individual and high-net-worth clients, managing approximately $123.5 million in assets with discretionary investment management that includes asset allocation, model portfolios, and both long- and short-term trading. The firm also operates as an insurance agency, offering commissionable insurance products alongside advisory services and a fee-based annuity program.

Corey Cyr is a financial advisor with Ideal Retirement Solutions holding a Series 65 designation and eight years of industry experience. He has worked at several firms, including Portfolio Medics and Alphastar Capital Management, where he also transacts in alternative products. Mr. Cyr is involved in insurance sales, dedicating a significant portion of his time to life and annuity products. Ideal Retirement Solutions serves individual and high-net-worth clients, providing portfolio management, fee-based annuity programs, and estate-document planning through the Wealth.com platform. The firm manages approximately $123.5 million in client assets across four advisors and offers discretionary investment strategies that include mutual funds, ETFs, equities, fixed income, private placements, and insurance products.

Scott Long is a financial advisor at Ideal Retirement Solutions with three years of industry experience. He holds a Series 65 designation and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Outside of advising, he is a licensed insurance agent with Ideal Retirement Solutions. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate-document planning coordination via the Wealth.com platform. The firm employs technical analysis and a range of investment vehicles while integrating affiliated tax services and insurance offerings into its advisory model.