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Gabriel C

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Gabriel Cordova is an advisor at Lasting Mark Retirement Group LLC with a Series 65 designation and one year of industry experience. He has previously been affiliated with LifeMark Advisors since 2012. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about a dozen advisers. The firm employs modern portfolio theory and strategic asset allocation, tailoring recommendations to clients’ goals, time horizons, and risk tolerances.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Samuel R

Series 65

Dublin, OH

Lasting Mark Retirement Group LLC

Samuel Russo is a financial advisor at Lasting Mark Retirement Group LLC in Dublin, OH, holding a Series 65 designation. He has approximately three years of industry experience, including prior roles at White Oak Partners, Steiner & Associates, Crowe, LLP, and The Siegfried Group. Lasting Mark Retirement Group serves individual and high-net-worth clients, particularly those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisers and manages roughly $109 million for nearly 500 client households across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Daniel N

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Daniel Nicolaescu is a Series 65-credentialed advisor with five years of industry experience, currently serving at Lasting Mark Retirement Group LLC. He has prior experience at Simplicity Wealth, IAMS Wealth Management, New York Life Insurance Co., and has been an executive partner at Freedom Wealth Services since 2019, where he works as a licensed Life, Health, and Annuities Agent. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, providing portfolio management and integrated financial planning through a team of about a dozen advisers. The firm utilizes modern portfolio theory and strategic asset allocation, offering discretionary and non-discretionary management along with community education through public retirement seminars.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Joshua B

Series 63, Series 65

Flowood, MS

Lasting Mark Retirement Group LLC

Joshua Burns is a financial advisor with Lasting Mark Retirement Group LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Veritas Independent Partners, 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 focused on Medicare supplements, health, and fixed life insurance. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering ongoing portfolio management and comprehensive financial planning. The firm uses modern portfolio theory and strategic asset allocation to tailor investment strategies and provides periodic, no-fee public retirement seminars across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Darren B

Series 65

Brandon, MS

Lasting Mark Retirement Group LLC

Darren Butler is a financial advisor with Lasting Mark Retirement Group LLC in Brandon, MS. He holds a Series 65 designation and has experience spanning multiple roles in the industry since 2013, including with Butler Financial and Mutual of Omaha Insurance Company. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning. The firm employs a team approach, focusing on tailored investment policy statements and strategic asset allocation across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Joe S

Series 65, Series 66

Jonesboro, AR

Lasting Mark Retirement Group LLC

Joe Selby II is a financial advisor at Lasting Mark Retirement Group LLC with 26 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and Mutual Of Omaha Investor Services, Inc. He is also the owner of Selby Insurance & Financial, Inc., an insurance and financial services business. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those nearing or in retirement, offering portfolio management and integrated financial planning. The firm uses modern portfolio theory, strategic asset allocation, and periodic rebalancing to tailor recommendations to clients’ goals and risk tolerance, and it operates with a team of about a dozen advisers managing roughly $109 million across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Michael P

Series 63, Series 65

The Woodlands, TX

Lasting Mark Retirement Group LLC

Michael Parker Jr. is a financial advisor with Lasting Mark Retirement Group LLC and holds the Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Acrylic Financial, Inc. and multiple positions within Horace Mann and MassMutual firms. Outside of his advisory work, he serves as a Support Director for Business Networking International, where he coaches business owners on accountability and networking. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisers managing approximately $109 million for nearly 500 client households across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Hunter S

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

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 positions at Teton Retirement Advisors and PBG Advisors, as well as work with Brigham Young University – Idaho and municipal roles in Fruita, Colorado. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning through a team of about twelve advisors. The firm emphasizes client-specific investment policy statements, modern portfolio theory, and strategic asset allocation across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Patrick S

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Patrick Schmidt is a Series 65-licensed financial advisor with Lasting Mark Retirement Group LLC, based in Springfield, MO. He has ten years of industry experience, including a decade at Golden Reserve LLC. Outside of his advisory role, Schmidt serves as the Executive Director for Northwest Bible Church, where he supports leadership and organizational development in a part-time capacity. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm operates as a team of about a dozen advisors across multiple offices and emphasizes client-specific investment policies and asset allocation strategies tailored to individual goals and risk tolerance.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Hunter P

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Hunter Powell is a financial advisor with Lasting Mark Retirement Group LLC in Springfield, MO. He holds the Series 65 designation and has been with the firm since 2026. Powell has prior experience at Senior Benefits Plus LLC and Missouri State University. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, offering portfolio management and integrated financial planning. The firm provides tailored investment policy statements and uses modern portfolio theory and strategic asset allocation to manage assets for nearly 500 client households.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Jason C

Series 65

Springfield, MO

Lasting Mark Retirement Group LLC

Jason Craig is a Series 65-registered advisor with one year of experience at Lasting Mark Retirement Group LLC. He has prior work history at Craig Agency, LLC and Epic Systems. He is also an independent agent selling life insurance and annuities for multiple carriers. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, primarily those in or nearing retirement, offering portfolio management and integrated financial planning supported by written investment policy statements and regular updates. The firm operates as a team of about a dozen advisors, managing approximately $109 million for nearly 500 client households across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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Jarrod N

CFP®, Series 63, Series 66

Nacogdoches, TX

Lasting Mark Retirement Group LLC

Jarrod Null is a CFP® professional with 14 years of industry experience, currently advising at Lasting Mark Retirement Group LLC. His career includes roles at SageGuard Financial Group and Alphastar Capital Management, among others. He serves on the board of directors for D&M Water Supply in Douglass, TX, in a volunteer capacity. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, focusing on those in or nearing retirement. The firm provides portfolio management and integrated financial planning through a team of about a dozen advisers, managing approximately $109 million for nearly 500 client households across multiple offices.

Retirement income strategy Income planning Medicare planning General estate planning guidance Approaching retirement
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