Lasting Mark Retirement Group LLC

Samuel Russo is a Series 65-registered advisor with Lasting Mark Retirement Group LLC, bringing approximately four years of industry experience. His prior roles include positions at The Siegfried Group, White Oak Partners, Steiner & Associates, and Crowe, LLP. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by combining portfolio management with financial planning through ongoing advisory relationships. The firm applies modern portfolio theory and a long-term trading approach, tailoring strategies to client goals and offering both discretionary and non-discretionary management.

Daniel Nicolaescu is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lasting Mark Retirement Group LLC and has prior experience at Simplicity Wealth, IAMS Wealth Management, Freedom Wealth Services, Crystal Ballroom, New York Life Insurance Co., and Karma International. In addition to his advisory role, he serves as Executive Vice President and Managing Partner at Freedom Wealth Services, focusing on life insurance and annuities. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing modern portfolio theory and long-term investment strategies. The firm offers both discretionary and non-discretionary management and uses negotiated fixed annual planning packages rather than standard percentage-of-AUM fees.

Joshua Burns is a financial advisor at Lasting Mark Retirement Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veritas Independent Partners, First Heartland Capital, Capstone Insurance and Financial Group, and Allstate Insurance. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by providing combined portfolio management and financial planning through ongoing advisory relationships. The firm uses a long-term investment approach based on modern portfolio theory and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

Hunter Savage is a financial advisor with Lasting Mark Retirement Group LLC in Springfield, MO. He holds a Series 65 designation and is part of a seven-advisor team. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients. The firm uses documented client goals and risk tolerance in an Investment Policy Statement, applying modern portfolio theory and a long-term trading approach across accounts, and offers fixed annual planning packages that include ongoing financial planning and portfolio monitoring.

Patrick Schmidt is a financial advisor with Lasting Mark Retirement Group LLC in Dublin, Ohio. He holds a Series 65 designation and has nine years of industry experience. Prior to joining Lasting Mark, he worked at Global Financial Private Capital, LLC and Golden Reserve LLC. Schmidt also serves as Executive Director for Northwest Bible Church, where he assists with leadership and organizational development. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a long-term investment approach based on modern portfolio theory, tailoring strategies to client goals and offering both discretionary and non-discretionary management.

Jason Craig is a financial advisor at Lasting Mark Retirement Group LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Epic Systems and his own firm, Craig Agency, LLC. In addition to his advisory role, he works as an independent agent selling life insurance and annuities. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients by combining portfolio management with financial planning, using a long-term investment approach based on modern portfolio theory. The firm offers both discretionary and non-discretionary management and provides fixed annual planning packages rather than traditional percentage-of-assets billing.

Jarrod Null is a CFP® professional with 13 years of industry experience, currently serving at Lasting Mark Retirement Group LLC. His prior experience includes roles at SageGuard Financial Group, Confidently Retired, Alphastar Capital Management, and Pineywoods Financial Services. He serves on the board of directors for D&M Water Supply in Douglass, TX, a volunteer position. Lasting Mark Retirement Group LLC provides combined portfolio management and financial planning services to individual and high-net-worth clients, employing a long-term investment approach based on modern portfolio theory and tailored risk profiles. The firm operates multiple offices with a five-advisor team and offers fixed annual planning packages alongside periodic retirement seminars open to the public.