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.

Lisa Evans is a financial advisor at Good Life Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Foreside Fund Services, Foreside Financial Group, and Roth Consulting. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple analysis methods and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

Anthony Artero is a financial advisor with Good Life Advisors, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Good Life Advisors since 2016 and previously held roles at LPL Financial and First Allied Advisory Services. Artero also acts in a fiduciary capacity for a family trust. 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 with multiple analytical methods to tailor advice and offers access to various programmatic solutions and educational seminars.

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 at LPL Financial, Cambridge Investment Research Advisors, and USfalcon, Inc. outside of his advisory roles, he has been involved as a life insurance agent on a limited basis. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and planning subscription services.

Michael Ferrara II is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at LPL Financial and Tradition Securities and Derivatives LLC, as well as experience in the construction industry. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base, including individuals, families, and charitable organizations. The firm employs a team-based approach with multiple analytical methods to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and ongoing planning services.

Christopher Rondinelli is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. He has been with LPL since 2013 and also leads Good Life Advisors, LLC, which he founded in 2014. Rondinelli previously worked at the Community College of Allegheny County from 2012 to 2018. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory, and third-party asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

John Passey is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Sterling Fox Financial and Raymond James Financial Services for 12 years before joining Good Life Advisors and LPL Financial. Passey is also a commissioned notary in North Carolina. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm combines independent research and a team-based approach, offering multiple methods of analysis and a variety of programmatic solutions to align client portfolios with their objectives and risk tolerances.

Joan Lyons is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Good Life Advisors, LLC since 2015. She also holds a Series 63 license and has been associated with LPL Financial, LLC during the same period. 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-based approach with multiple analysis methods and continuous account supervision to align asset allocation with client objectives and risk tolerances.

Steven Jones is a financial advisor with Good Life Advisors, LLC in Morehead City, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors before joining Good Life Advisors and LPL Financial in 2016. 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 multiple methods of analysis to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and subscription planning services.

Brenan Volpe is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Good Life Advisors, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial Services, and Sterling Fox Financial. Outside of his advisory work, he is involved with Citadel Financial LLC, a business entity used 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 tailor advice and offers a range of portfolio management options, educational seminars, and ongoing planning services.

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.