Impact Partnership Wealth, LLC

Corey Hodges is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has held roles at several firms, including Fortified Financial Wealth, LLC and ChangePath, LLC. Outside of advisory work, Hodges is involved in estate planning facilitation and coordination, connecting clients with licensed estate attorneys and providing access to platforms for estate planning documents. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, and financial planning. The firm manages approximately $2.96 billion and supports various investment strategies through a broad affiliated service ecosystem.

Paul Bertrand is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked previously at Nationwide Investment Services, Brookstone Wealth Advisors, Municipal Retirement Solutions, LLC, and serves as President of Lighthouse Wealth Management, LLC, an insurance and investment sales firm. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team approach. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of managed models and third-party platforms.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Amy Ross is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Gold Shield Wealth Financial LLC, Gold Shield Wealth Management LLC, and Aider Insurance Group, where she is a co-founder involved in Medicare and simplified issue life insurance. Before entering financial services, Ross worked in medical-related roles including at HCA-Grand Strand Medical Center and Landauer Medical Physics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Vanessa Patterson is a Series 65-licensed financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She has previously worked with Appraisal Connections and New Perspective Financial Services and maintains a concurrent role in real estate sales with Berkshire Hathaway Home Services. Outside of financial advising, she holds a 10% ownership stake in the Southern Maryland Seahawks basketball team, where she is involved in recruiting, marketing, and ticket sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting for individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays and generally operates with discretionary trading authority subject to client restrictions.

Zack Troyer is a financial advisor at Impact Partnership Wealth, LLC in Fort Wayne, IN. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Impact Partnership Wealth, he worked at Indiana Wesleyan University and in secondary education. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management through a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Jonathan Smith is a financial advisor with Impact Partnership Wealth, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Medalist Wealth Management, Lake Michigan Credit Union/Max Wealth Management, LPL Financial LLC, Secure Asset Management, Drake & Associates, and Horace Mann Companies. Jonathan also serves as an associate advisor with Medalist Wealth Management, focusing on life insurance and annuity sales. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of 89 advisors. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services, employing both firm-managed and advisor-managed investment strategies.

Amber Kelly is a CFP®, ChFC®, and Series 65-registered financial advisor with 12 years of industry experience. She currently works at Impact Partnership Wealth, LLC and has held roles at Madison Avenue Securities, LLC and multiple affiliated firms in the Global Wealth Management network. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions and discretionary asset management through a network of nearly 90 advisors. The firm employs various investment strategies and operates within a broad affiliated-entity ecosystem that supports its trading, compliance, and back-office functions.

Robert Hall is a financial advisor at Impact Partnership Wealth, LLC in San Diego, CA, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Brookstone Wealth Advisors and Global Financial Private Capital. Hall also serves as president of Hall Financial Group, which offers insurance products and investment advisory services. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers a variety of portfolio solutions and discretionary asset management through a combination of firm-managed, third-party, and advisor-managed models.

Christopher Sheridan is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and three years of industry experience. He has held roles at several firms, including Royal Alliance Associates, Inc., John Hancock, and runs insurance agencies focused on health insurance products and annuities. Sheridan also has experience in administrative duties for an insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across multiple offices. The firm employs a range of investment strategies including firm-managed and advisor-managed models and offers discretionary asset management and retirement plan services.

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.

Jonathan Pinyot is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 license and one year of industry experience. His prior roles include positions at High Point Retirement, Troyer Retirement, Pruco Securities LLC, and Advantage One Brokers. Before entering the financial industry, he operated JP’s Lawn Care and worked at LAZ Parking and Crew Carwash. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team platform. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party strategists.

Scott Schuett is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously operated his own advisory business. Outside of his advisory work, Schuett is an owner and agent involved in insurance sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.

Aleksander Searcy is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and five years of industry experience. He previously worked at Voya Financial Advisors and Vincent Financial Group, among other roles. Outside of his advisory work, he manages a vacation rental property through Avia Hospitality. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisors. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.