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John R
Series 65
Orlando, FL
Impact Partnership Wealth, LLC
John Ripley is a Series 65-licensed financial advisor with five years of industry experience, currently with Impact Partnership Wealth, LLC. He previously worked at Tucker Asset Management LLC and Tucker Advisors. Outside of his advisory role, he owns Ripley Holdings, LLC, which operates Smarter Retirement Solutions, and is a franchisee of Cruise Planners Ripley Travel. 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 and consulting services.
Paul C
Series 63, Series 65
Kaneohe, HI
Impact Partnership Wealth, LLC
Paul Collins is a financial advisor at Impact Partnership Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Diamond Head Financial Services since 2007, where he is also involved in investment advisory and insurance sales through his sole proprietorship in Hawaii. 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 uses a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework, supported by multiple affiliated entities and platform relationships.
Steven A
ChFC®, Series 66
Chesterfield, MO
Impact Partnership Wealth, LLC
Steven Aul is a financial advisor with Impact Partnership Wealth, LLC, holding a ChFC® designation and Series 66 license, and has 16 years of industry experience. His career includes roles at Aul Financial Group, LLC, Retirement Wealth Advisors Inc., and Akers & Aul LLC. Outside of his advisory work, he is involved in educational presentations through the American Retirement Institute and facilitates client 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 about 89 advisers. The firm offers model portfolios, discretionary asset management, financial planning, and retirement plan services, utilizing a range of strategies and third-party platforms to support its investment approach.
Roland G
Series 66
Scranton, PA
Impact Partnership Wealth, LLC
Roland Greco is a financial advisor at Impact Partnership Wealth, LLC with 27 years of industry experience. He holds a Series 66 designation and has held roles at firms including Madison Avenue Securities and J.W. Cole Financial. Outside of investment advising, he consults with families on college planning through College Planning Advisors. Impact Partnership Wealth 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 retirement plan services, utilizing a range of investment strategies and a broad affiliated-entity ecosystem.
Thomas W
Series 65
Charlotte, NC
Impact Partnership Wealth, LLC
Thomas Walker is a Series 65-licensed advisor with Impact Partnership Wealth, LLC, and has been in the industry for one year. He is also the founder and president of Walker Capital Preservation Group, where he has been involved since 2014, focusing on fixed and life insurance sales and federal benefit education. Outside of his financial advisory work, Walker performs guitar for charity events. 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 uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform supported by a third-party services provider.
Nicholas F
Series 65
West Springfield, MA
Impact Partnership Wealth, LLC
Nicholas Fyntrilakis is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors LLC. Outside of his advisory role, he is involved in insurance sales in Massachusetts. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, operating through a network of nearly 90 advisers and multiple offices.
Annetta C
Series 63, Series 65
Tyler, TX
Impact Partnership Wealth, LLC
Annetta Carter is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has previously worked with Magnolia Financial Strategies and operated an insurance business for six years. Outside of her advisory role, she serves on the board of a nonprofit ministry. 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 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, using a variety of investment strategies and third-party platforms.
Michael B
Series 63, Series 65
Melbourne, FL
Impact Partnership Wealth, LLC
Michael Baumann III is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles since 1987, including positions at Honor Financial Group, Inc. and Coast 2 Coast RE, LLC. Baumann serves on a condominium board of directors in Brevard County, FL. 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 offers discretionary model portfolio solutions and direct asset management, combining third-party strategists with adviser-managed models and tactical asset allocation.
Thomas J
Series 66
West Springfield, MA
Impact Partnership Wealth, LLC
Thomas Jadlos is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, NYLife Securities LLC, and Vantis Life Insurance Company. 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, financial planning, and retirement plan services through a network of about 89 advisers, utilizing a broad ecosystem of affiliated entities and service providers.
Mark T
Series 63, Series 65
Scottsdale, AZ
Impact Partnership Wealth, LLC
Mark Troyer is a financial advisor with Impact Partnership Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and six years of industry experience. He has previously worked at Foundations Investment Advisors LLC and Aegis Wealth Management, Inc., and he is also president of Troyer Retirement, a firm offering fixed annuities and fixed life insurance since 2009. Outside of his advisory roles, he is an author of educational books and founder of Troyer Tax, a firm focused on deferred tax solutions. 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, offering discretionary trading authority with client-imposed restrictions through a wrap-fee platform.
John S
Series 63, Series 65
Metairie, LA
Impact Partnership Wealth, LLC
John Scallan is a financial advisor at Impact Partnership Wealth, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Purshe Kaplan Sterling Investments, Beam Wealth Advisors, and Mass Mutual Investors Services. He is also a managing member of Cypress Financial Group, where he is involved in the sale of life and health insurance products. 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 retirement plan services, utilizing a range of strategies through a network of investment adviser representatives.
Richard P
Series 63, Series 65
West Springfield, MA
Impact Partnership Wealth, LLC
Richard Pelletier is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with FOUNDATIONS INVESTMENT ADVISORS, LLC and HTR Group N.E., LLC. Pelletier also teaches economics, law, and investment courses at local universities and colleges, and co-authors educational material outside of his advisory work. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team firm with about 89 advisors. The firm employs a range of strategies including model portfolios and discretionary asset management, supported by affiliated entities and service providers.
Amanda D
Series 63, Series 66
Las Vegas, NV
Impact Partnership Wealth, LLC
Amanda Devilbiss Fuller is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Rightpath Wealth Management, One Wealth Map, LLC (doing business as H&H Retirement Design and Management and H&H Tax and Business Advisors), Lewis Stefani Group, and Voya Financial Advisors, Inc. She is also involved in insurance sales through JDL Enterprises LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including acting as a sub-adviser to other registered investment advisers. The firm offers portfolio management and financial planning solutions, managing approximately $3 billion through a large network of investment adviser representatives and multiple offices.
George M
Series 63, Series 65
Lenoir, NC
Impact Partnership Wealth, LLC
George Martin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC, Calton & Associates, Inc., and Four Plus One, Inc., dba Charter Financial Group, where he is also an owner and insurance agent involved in property and casualty agency and fixed indexed annuity sales. 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 asset allocation and overlays, offering discretionary trading authority subject to client restrictions.
Vincent E
Series 65, Series 63
Littleton, CO
Impact Partnership Wealth, LLC
Vincent Esposito is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jenkins Wealth and South Denver Windustrial. Esposito also operates Esposito Family Financial LLC, where he provides life and annuities insurance solutions. Impact Partnership Wealth, LLC offers investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm provides model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party platforms.
Weston L
Series 65
Daphne, AL
Impact Partnership Wealth, LLC
Weston Lindemann is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at firms including RWM Capital, LLC and Catalyst Wealth Advisory. Weston advises clients on insurance and annuity products through his role with Catalyst Wealth Advisory. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of strategies and a broad affiliated-entity ecosystem.
Dawn C
Series 66
The Villages, FL
Impact Partnership Wealth, LLC
Dawn Carey is a financial advisor at Impact Partnership Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at SmartLife Financial Group LLC, Trac Asset Management LLC, and Revere Securities, LLC. Outside of advisory work, she is also active as an insurance agent at Phoenix Wealth Management. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of advisers. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of firm-managed and third-party strategies.
Gary G
Series 65
Fairhope, AL
Impact Partnership Wealth, LLC
Gary Garner is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Safe Harbor Financial Services and Relax and Retire Financial Services. Outside of advisory work, he is involved in insurance sales through Relax and Retire Financial Services, focusing on products such as annuities, life insurance, and Medicare policies. 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 employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.
Scott B
Series 65
Lincoln, NE
Impact Partnership Wealth, LLC
Scott Ballinger is a Series 65-licensed advisor with three years of industry experience. He currently works with Impact Partnership Wealth, LLC and Warner Financial, and previously held roles at Gradient Advisors LLC and American Senior Benefits. Ballinger also owns Scott Ballinger Wealth Management and has a background in insurance sales through American Senior Benefits. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including high-net-worth clients. The firm offers model portfolio solutions, discretionary direct asset management, financial planning, and ERISA retirement plan services, managing approximately $2.96 billion through a network of around 89 investment adviser representatives.
Shayna F
Series 66
Forsyth, GA
Impact Partnership Wealth, LLC
Shayna Fossum is a financial advisor at Impact Partnership Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Security First Asset Management and Madison Avenue Securities, LLC. Outside of her advisory role, she is president and owner of S.E.L.F. Wealth LLC, where she engages in financial planning and investment advising. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of 87 advisors. The firm uses a variety of investment strategies including model portfolios and discretionary asset management, supporting its advisors with third-party operational platforms and custodial relationships with Charles Schwab and Fidelity.
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