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Sean M

Series 66

Celebration, FL

Good Life Advisors, LLC

Sean Mest is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and Key Investment Services. He provides administrative support to Good Life Advisors, an independent registered investment advisory firm. Good Life Advisors is a large registered investment adviser with around 95 advisors and approximately $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations through customized portfolio management, comprehensive financial planning, retirement consulting, and access to third-party asset managers and advisory programs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Jeremiah L

Series 63, Series 65

Celebration, FL

Good Life Advisors, LLC

Jeremiah Locascio is a financial advisor at Good Life Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, Locascio owns Wireframe Websites, a business providing web design, programming, and 3D printing services. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to provide tailored advice and access to a range of programmatic investment solutions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Zachary I

Series 63, Series 66

Celebration, FL

Good Life Advisors, LLC

Zachary Inklebarger is a financial advisor at Good Life Advisors, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Bray Ace Hardware for four years. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a tailored investment approach combining fundamental, technical, and cyclical analysis.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Lisa S

CFP®, Series 66

Celebration, FL

Good Life Advisors, LLC

Lisa Strohm is a CFP® with 20 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2015. She is also the sole member of Athena Network, a group focused on networking and advising women on financial matters. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and ongoing planning subscriptions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Conor D

Series 63, Series 66

Celebration, FL

Good Life Advisors, LLC

Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with LPL Financial since 2012 and founded Good Life Advisors, LLC, where he has been active since 2014. Outside of advisory services, he manages a cafe business, Good Life Organics. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Michele D

Series 63, Series 66

Celebration, FL

Good Life Advisors, LLC

Michele Dura is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Michele's career includes long tenure at Charles Schwab from 1995 to 2023, followed by roles at Pershing LLC and LPL Financial before joining Good Life Advisors. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering customized portfolio management, comprehensive financial planning, and retirement plan consulting through a variety of direct and outsourced investment strategies.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Joshua S

CFP®, Series 66

Celebration, FL

Good Life Advisors, LLC

Joshua Strange is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Good Life Advisors, LLC since 2018 and previously held roles at LPL Financial and SunTrust Advisory Services. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach with multiple methods of analysis and continuous account supervision to tailor advice and align asset allocation with clients’ objectives and risk tolerances.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Pierce G

Series 63, Series 65

Celebration, FL

Good Life Advisors, LLC

Pierce Giancaterino is a financial advisor at Good Life Advisors, LLC, holding Series 63 and Series 65 credentials with two years of industry experience. His work history includes roles at LPL Financial, Ameriprise, and Brinker Capital Inc., as well as employment outside finance at Amazon and PricewaterhouseCoopers. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory platforms.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Anthony A

Series 66

Celebration, FL

Good Life Advisors, LLC

Anthony Acevedo is a financial advisor with Good Life Advisors, LLC in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill. Acevedo also operates Acevedo Capital Group, a business entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscriptions.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Julie K

CFP®, Series 63

Celebration, FL

Good Life Advisors, LLC

Julie Kemp is a CFP® professional with 22 years of experience in the financial services industry. She is affiliated with Good Life Advisors, LLC and has held roles at LPL Financial and Financial Planning Advisors. In addition to her advisory work, she is involved in tax preparation and accounting activities. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers a range of portfolio management options alongside educational seminars and subscription-based planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Kelly C

Series 63, Series 66

Celebration, FL

Good Life Advisors, LLC

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Courtnie G

Series 63, Series 65

Celebration, FL

Good Life Advisors, LLC

Courtnie Gray is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Good Life Advisors since 2014. Prior to that, she worked at LPL Financial starting in 2012. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering access to a variety of programmatic solutions and educational resources.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Joshua C

Series 65

Celebration, FL

Good Life Advisors, LLC

Joshua Chase is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, Kingsview Asset Management, and Kingsview Financial. Outside of his advisory role, he participates in a Nielsen Rating Household survey. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to align asset allocation with clients’ objectives and risk tolerances, offering discretionary and non-discretionary portfolio management as well as educational seminars and access to third-party programs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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