Samuel Russo is a financial advisor at Lasting Mark Retirement Group LLC in Dublin, OH. He holds a Series 65 designation and has experience working at several firms, including White Oak Partners and Crowe, LLP. Russo’s background includes roles in both advisory and accounting firms, as well as a period at Butler University. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and tailored to clients’ goals, time horizons, and risk tolerances, with a focus on retirement income, tax planning, healthcare, and estate planning.

Daniel Nicolaescu is a financial advisor with Lasting Mark Retirement Group LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Lasting Mark Retirement Group in 2025, he worked at Simplicity Wealth and IAMS Wealth Management. He is also the Executive Vice President and Managing Partner of Freedom Wealth Services, where he is involved in life insurance and annuities. Lasting Mark Retirement Group LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm uses modern portfolio theory with a long-term trading horizon and delivers services including retirement income strategies, tax planning, healthcare and long-term care reviews, and estate and philanthropic planning.

Joshua Burns is a financial advisor with Lasting Mark Retirement Group LLC in Flowood, MS, holding Series 65 and Series 63 licenses and 13 years of industry experience. His prior roles include positions at Veritas Independent Partners, LLC, First Heartland Capital Inc, Capstone Insurance and Financial Group, and Allstate Insurance Co. He is also involved with Capstone Insurance & Financial Group, a marketing entity for Medicare supplements, health, and fixed life insurance. Lasting Mark Retirement Group LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm follows an investment approach based on modern portfolio theory and long-term horizons, tailoring portfolios to clients’ goals and risk tolerances, and offers services including retirement income strategies, tax planning, healthcare reviews, and estate and philanthropic planning.

Darren Butler is a financial advisor at Lasting Mark Retirement Group LLC in Brandon, MS. He holds a Series 65 designation and has experience working with Butler Financial and Mutual of Omaha Insurance Company. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm follows a modern portfolio theory-based investment approach and offers comprehensive planning that includes retirement income, tax, healthcare, and estate strategies.

Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

Michael Parker Jr. is a financial advisor at Lasting Mark Retirement Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Acrylic Financial, Inc. and Horace Mann Investors, Inc. Outside of his advisory role, he serves as a Support Director for Business Networking International, where he coaches business owners on accountability and networking. Lasting Mark Retirement Group LLC provides portfolio management and financial planning to individual and high-net-worth clients. The firm uses a long-term investment approach based on modern portfolio theory, tailoring portfolios to clients’ goals and risk tolerances, and offers services including retirement income strategies and tax planning.

Hunter Savage is a financial advisor at Lasting Mark Retirement Group LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. His prior roles include advisory positions at Teton Retirement Advisors and PBG Advisors, as well as academic roles at Brigham Young University - Idaho. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using an investment approach based on modern portfolio theory and long-term horizons tailored to clients’ goals and risk tolerances. The firm emphasizes comprehensive financial planning and operates multiple offices while offering public retirement seminars and workshops.

Patrick Schmidt is a financial advisor with Lasting Mark Retirement Group LLC in Springfield, MO, holding a Series 65 license and nine years of industry experience. He previously worked at Golden Reserve LLC for ten years and currently serves as Executive Director for Northwest Bible Church, supporting leadership and organizational development in a part-time capacity. Schmidt is also the Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC, where he provides training and coaching to licensed agents on life insurance and annuities. Lasting Mark Retirement Group LLC offers ongoing portfolio management and financial planning to individual and high-net-worth clients, using a modern portfolio theory approach tailored to client goals and risk tolerances. The firm provides comprehensive financial planning services including retirement income, tax planning, healthcare reviews, and estate planning, and operates from multiple offices while providing community education through seminars and workshops.

Jason Craig is a financial advisor at Lasting Mark Retirement Group LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Epic Systems and his own firm, Craig Agency, LLC. In addition to his advisory role, he works as an independent agent selling life insurance and annuities. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by combining portfolio management with financial planning, using a long-term investment approach based on modern portfolio theory. The firm offers both discretionary and non-discretionary management and provides fixed annual planning packages rather than traditional percentage-of-assets billing.

Jarrod Null is a CFP® professional with 13 years of industry experience, currently serving at Lasting Mark Retirement Group LLC. His prior experience includes roles at SageGuard Financial Group, Confidently Retired, Alphastar Capital Management, and Pineywoods Financial Services. He serves on the board of directors for D&M Water Supply in Douglass, TX, a volunteer position. Lasting Mark Retirement Group LLC provides combined portfolio management and financial planning services to individual and high-net-worth clients, employing a long-term investment approach based on modern portfolio theory and tailored risk profiles. The firm operates multiple offices with a five-advisor team and offers fixed annual planning packages alongside periodic retirement seminars open to the public.