Good Life Advisors, LLC

Jeffery Herbek is a financial advisor with Good Life Advisors, LLC in Boise, ID, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial, The Grotto Group LLC, and Waddell & Reed Inc. He also operates Herbek LLC, a pass-through entity for tax and investment purposes. 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 with multiple analytical methods and continuous account supervision to align asset allocation with client objectives, offering access to various programmatic solutions and educational resources.

Jeffrey Bendis is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Good Life Advisors since 2014 and also maintains an affiliation with LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with independent research and multiple methods of analysis to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

Jeffrey Matthews is a financial advisor at Good Life Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Founders Financial Alliance, LLC, LPL Financial LLC, and Cambridge Investment Research. Matthews is also a licensed life insurance agent involved in investment-related activities. 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, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment approach tailored to client objectives and risk tolerance.

Michael Ferrara II is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior career includes roles at LPL Financial and Tradition Securities and Derivatives LLC, as well as five years in construction-related businesses. Good Life Advisors is a registered investment adviser with approximately 95 advisors managing around $4.35 billion in assets. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering tailored portfolio management, comprehensive financial planning, and retirement plan consulting through a combination of direct management, model portfolios, and third-party advisory programs.

Christopher Rondinelli is a CFP® with 18 years of industry experience. He has been with Good Life Advisors, LLC since 2014 and also maintains an affiliation with LPL Financial since 2013. His prior experience includes a teaching role at the Community College of Allegheny County from 2012 to 2018. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing tailored investment strategies and multiple advisory platforms.

Brian Crook is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Rocky Mountain Wealth Management LLC and Commonwealth Financial Network, where he worked for 12 years. Brian is based in Eagle, Idaho. 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, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various programmatic investment solutions.

Bradley Shear is a financial advisor at Good Life Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and operated Shear Capital Group. 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 deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Christopher Moak is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors since 2018, with prior experience at LPL Financial and Independent Financial Partners. 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 deliver tailored advice, offering access to a variety of programmatic solutions and educational resources.

Joan Lyons is a CFP® with 30 years of industry experience, currently serving at Good Life Advisors, LLC since 2015. She maintains her affiliation with LPL Financial and holds a Series 63 license. Outside of her advisory role, Lyons is involved in non-variable insurance through R & B Insurance Services, LLC. Good Life Advisors is a large 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, financial planning, retirement consulting, and access to third-party managers, with an investment approach combining fundamental, technical, and cyclical analysis.

Brenan Volpe is a CFP® with 10 years of industry experience, currently affiliated with Good Life Advisors, LLC. His prior roles include positions at Founders Financial Alliance, LPL Financial, Raymond James Financial Services, and Volpe Holdings LLC. Volpe also owns Citadel Financial LLC, a business entity for tax and investment purposes. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Jeffery Grecu is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. He has co-owned a non-variable insurance business and operates J.A.G. Planning and Investments LLC 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 employs a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

Ivan Ramirez Ramirez is a financial advisor at Good Life Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Partners and LPL Financial. Ramirez operates under the DBA The Hoskins & Ramirez Group within Good Life Advisors. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions including wrap accounts, model portfolios, and third-party managers.

Christopher Needs is a CFA® charterholder with 10 years of industry experience. He is currently with Good Life Advisors, LLC and has previously worked at LPL Financial, Park Avenue Securities, Guardian Life Insurance, and CUNA Brokerage Services. Good Life Advisors is an enterprise-scale registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored portfolios through a combination of fundamental, technical, and cyclical analysis, using a mix of direct management, model portfolios, and technology-enabled platforms.

Robert Penrose is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Good Life Advisors and LPL Financial, he worked at Thrivent Financial and Goosehead Insurance. Outside of financial services, he owns an online virtual volleyball coaching and mentoring platform called NEXT LEVEL VOLLEYBALL. 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 process that combines fundamental, technical, and cyclical analysis tailored to client objectives.

Celia Scott is a CFP® professional with 29 years of industry experience, currently affiliated with Good Life Advisors, LLC in Beaumont, TX. She has held roles at Scott Wealth Management, LPL Financial, and Equitable Advisors, among others. Scott also operates as a non-variable insurance agent and has served as a notary. Good Life Advisors is a multi-team registered investment adviser managing approximately $4.35 billion in assets for individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management and comprehensive financial planning, utilizing a blend of direct management, model portfolios, and sponsored advisory programs supported by technology platforms.