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Dustin R

Series 65, Series 63

Woodbury, MN

Impact Partnership Wealth, LLC

Dustin Rudolph is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. He has previously worked at Allianz Life and its affiliates for seventeen years as well as at Northwestern Mutual and F&G Insurance Company. Rudolph is also the owner of Legacy Ascent Wealth, an insurance-related business focused on annuities and life and long-term care insurance. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm employs a range of model portfolio solutions and discretionary asset management strategies and supports a network of about 89 investment adviser representatives across multiple offices.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Rick H

Series 66

Hyattsville, MD

Impact Partnership Wealth, LLC

Rick Hoskins Jr. is a financial advisor at Impact Partnership Wealth, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Sorrento Pacific Financial, and New Perspective Financial Solutions. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 91 advisors. The firm offers a range of portfolio management and financial planning solutions and operates within a broad affiliated-entity ecosystem that supports diverse investment strategies and advisor flexibility.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Jimmy L

Series 65

Las Vegas, NV

Impact Partnership Wealth, LLC

Jimmy Lin is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and four years of industry experience. He has worked with several firms, including RightPath Tax Pros and RightPath Wealth Management, and is also the owner of RightPath Financial Group, where he provides insurance sales and tax advisory services. Additionally, he prepares tax returns and plans, including estate documents such as trusts and wills. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a diverse range of firm-managed and third-party strategies within a broad affiliated-entity ecosystem.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Rick H

Series 65

Cleveland, TN

Impact Partnership Wealth, LLC

Rick Hughes is a Series 65-credentialed financial advisor with 10 years of industry experience, currently with Impact Partnership Wealth, LLC. His prior roles include positions at American Retirement Institute, Retirement Wealth Advisors, and Hughes & Associates, LLC. Hughes is president of Hughes Retirement Group, where he sells Medicare and other insurance products, and he facilitates access to estate planning document services. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 89 advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad affiliated-entity ecosystem and a mix of firm-managed, third-party, and advisor-managed models.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Virgil S

Series 65

Doral, FL

Impact Partnership Wealth, LLC

Virgil Sweet is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Impact Partnership Wealth, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors, LLC. Impact Partnership Wealth, LLC provides advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion in assets. The firm offers a variety of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed strategies supported by a broad network of affiliated entities and service providers.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Patrick C

Series 63, Series 65

Coconut Creek, FL

Impact Partnership Wealth, LLC

Patrick Cotter is a financial advisor at Impact Partnership Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Pacific Life Insurance Company and Kinetic Investment Management, Inc. Cotter is also the founder of Cotter Financial Group, LLC, where he conducts workshops and develops referral networks focused on retirement income planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisors. The firm offers a range of investment strategies including model portfolios, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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James S

Series 66

Milford, DE

Impact Partnership Wealth, LLC

James Stark is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and 43 years of industry experience. He has previously worked at JB Stark Financial, LLC, OneAscent Financial Services LLC, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion across multiple advisory representatives. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad network of affiliated entities and third-party providers.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Jose V

Series 63, Series 65

Davie, FL

Impact Partnership Wealth, LLC

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Karen G

Series 63, Series 66

Ocean Springs, MS

Impact Partnership Wealth, LLC

Karen Garner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Roberts Wealth Management, and RWM Capital. She is also CEO and financial advisor at Catalyst Wealth Advisory, where she offers retirement investment products and fiduciary retirement advice. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform and utilizing a third-party services platform for trading and compliance.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Ronald R

Series 65

New Braunfels, TX

Impact Partnership Wealth, LLC

Ronald Ray is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including IWM Advisory, LLC, American Retirement Institute, and Retirement Wealth Advisors. Outside of advisory work, he owns and operates Valhallan Esport Training, a youth esports training business, and serves as Donations Committee Chair and International Chair for the Downtown Rotary Club of New Braunfels. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Richard W

Series 63, Series 65

Auburn, NE

Impact Partnership Wealth, LLC

Richard Warner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Virtue Wealth Counsel, LLC, Sequent Planning, LLC, and several other firms. Outside of his advisory role, Warner coaches high school and Legion baseball and teaches retirement-related topics such as Social Security and Medicare to the public. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Brady W

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Brady Watkins is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and one year of industry experience. He also owns and edits a pickleball publication through 1,000 Generations LLC. Watkins holds prior roles including work with Leveraged Wealth Management, where he was involved in insurance sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across multiple offices and employing a range of model portfolio and direct asset management strategies.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Matthew E

Series 66

Grand Rapids, MI

Impact Partnership Wealth, LLC

Matthew Eilers is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including Foundations Investment Advisors, AE Wealth Management, and Medalist Wealth Management, where he is also an owner and financial advisor. Outside of his advisory work, Eilers operates a licensed firearms sales business and facilitates access to estate planning document services. He is also involved in promoting financial literacy through free educational workshops with the Association of Financial Consultants. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a multi-strategy investment approach combining third-party strategists, adviser-managed models, and direct indexing, supported by a third-party services platform for trading and compliance.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Tyler Z

Series 66

Basking Ridge, NJ

Impact Partnership Wealth, LLC

Tyler Zaborsky is a financial advisor at Impact Partnership Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Stifel, and as a self-employed advisor. Outside of his advisory work, he serves as CFO of Eternal Flame, a business focused on creating memorial videos. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolios, direct asset management, and ERISA retirement plan services. The firm manages approximately $2.96 billion through a network of nearly 90 advisers and employs a range of discretionary investment strategies supported by a broad affiliated ecosystem.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Aaron V

CFP®, Series 66

Marietta, GA

Impact Partnership Wealth, LLC

Aaron Vincent is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Impact Partnership Wealth, LLC. He previously worked at Cambridge Investment Research Advisors and VOYA Financial Advisors. Outside of advising, he is involved in financial education as an instructor with the American Retirement Institute. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a multi-strategy investment approach combining third-party models, adviser-managed portfolios, and direct indexing with tactical overlays.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Patrick S

Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Patrick Smith Jr. is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management, LLC. In addition to his financial advisory role, Smith operates The Smith Law Firm, P.C., where he serves as an estate planning attorney. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, and offers both discretionary trading and financial planning services.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Tayvon J

Series 66, Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Tayvon Jackson is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Edward Jones and MarketGuard, and he is involved in several business ventures such as authoring investment books, operating a publishing company, and owning a semi-professional basketball team. Jackson also serves as a director of the Tayvon Cares Foundation, a nonprofit charitable organization. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, implementing strategies across multiple platforms and allowing advisors flexibility in fee setting and model management.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Scott D

Series 65

Ocean Springs, MS

Impact Partnership Wealth, LLC

Scott Davis is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and one year of industry experience. He has previously worked at Catalyst Wealth Advisory, RWM Capital, LLC, Roberts Wealth Management, LLC, and spent nearly a decade at Neuromonitoring Associates. Outside of advisory roles, he is involved with Catalyst Wealth Advisory in providing financial advisory services including annuities and life insurance. Impact Partnership Wealth offers investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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John C

Series 65

Tomball, TX

Impact Partnership Wealth, LLC

John Cheeseman is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Tucker Asset Management LLC and HBW Advisory Services, LLC. Outside of his advisory roles, he serves as an air traffic control specialist with the Federal Aviation Administration. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, supported by a third-party services platform for trading, compliance, and administration.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Lynn B

Series 63, Series 65

St George, UT

Impact Partnership Wealth, LLC

Lynn Bridges is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Impact Partnership Wealth in 2022, Lynn worked at Brookstone Capital Management and has operated Bridges Wealth Preservation since 2005, where she provides insurance services including life insurance, long-term care, and annuities. Lynn is also involved with The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth offers investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary basis through a third-party services platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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