Lasting Mark Retirement Group LLC

Samuel Russo is a Series 65-licensed advisor with Lasting Mark Retirement Group LLC in Dublin, Ohio. He has worked in the financial services industry since 2020, including roles at White Oak Partners and The Siegfried Group prior to joining Lasting Mark Retirement Group. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients in or nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach, monitors portfolios regularly, and offers both discretionary and non-discretionary management.

Daniel Nicolaescu is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Lasting Mark Retirement Group LLC and has previously worked at Simplicity Wealth, IAMS Wealth Management, Freedom Wealth Services, Crystal Ballroom, and New York Life Insurance Co. Nicolaescu also serves as Managing Partner and Executive Vice President of Freedom Wealth Services, where he is involved in life insurance and annuities. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, particularly those in or nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach, offering discretionary and non-discretionary management with regular portfolio reviews, and operates seven offices while conducting free retirement seminars and workshops.

Joshua Burns is a financial advisor with Lasting Mark Retirement Group LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Veritas Independent Partners, First Heartland Capital, Capstone Insurance and Financial Group, and Allstate Insurance. Burns is also involved with Capstone Insurance & Financial Group, a marketing entity focused on Medicare supplements, health, and fixed life insurance. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those in or nearing retirement, by providing ongoing portfolio management and integrated financial planning. The firm follows a Modern Portfolio Theory-based investment approach and operates multiple offices offering educational seminars and workshops.

Darren Butler is a Series 65-licensed advisor at Lasting Mark Retirement Group LLC with over a decade of experience in financial services. He has been associated with Lasting Mark Retirement Group since 2014 and Butler Financial since 2018, and has worked with Mutual of Omaha Insurance Company since 2013. Lasting Mark Retirement Group LLC provides ongoing portfolio management and integrated financial planning primarily to individual and high-net-worth clients nearing retirement. The firm’s investment approach is based on Modern Portfolio Theory and long-term trading, offering both discretionary and non-discretionary management while emphasizing documented client goals and regular portfolio reviews.

Joe Selby II 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 career includes roles at Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and ownership of Selby Insurance & Financial, Inc., where he has been involved in insurance and financial services since 2008. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Michael Parker Jr. is a financial advisor at Lasting Mark Retirement Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including Acrylic Financial, Inc. and MassMutual. Outside of his advisory role, he serves as a Support Director for Business Networking International, coaching business owners on accountability and networking. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients near retirement. The firm employs a Modern Portfolio Theory-based investment approach, offers both discretionary and non-discretionary management, and conducts regular portfolio reviews.

Hunter Savage is a financial advisor at Lasting Mark Retirement Group LLC in Springfield, MO. He holds a Series 65 credential and has professional experience spanning multiple roles, including previous positions at Teton Retirement Advisors and PBG Advisors, as well as work in academic and municipal settings. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning services primarily to individual and high-net-worth clients who are in or nearing retirement. The firm follows a Modern Portfolio Theory–based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Patrick Schmidt is a Series 65-licensed advisor with Lasting Mark Retirement Group LLC and has 10 years of industry experience. He has served as Managing Director for the Annuity & Advanced Markets division of Lasting Mark LLC and is the Executive Director for Northwest Bible Church, where he assists with leadership and organizational development. Lasting Mark Retirement Group LLC provides ongoing portfolio management and integrated financial planning primarily for individuals and high-net-worth clients approaching retirement. The firm applies Modern Portfolio Theory and long-term trading strategies, offers both discretionary and non-discretionary management, and operates seven offices with client education programs such as free retirement seminars.

Jason Craig is a financial advisor at Lasting Mark Retirement Group LLC with one year of experience in the industry. He holds a Series 65 designation and has prior work history at Craig Agency, LLC and Epic Systems. Outside of his advisory role, he is an independent agent selling life insurance and annuities for multiple carriers. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily to individual and high-net-worth clients who are in or nearing retirement. The firm bases its investment approach on Modern Portfolio Theory, offering both discretionary and non-discretionary management and supporting client goals with structured planning and regular portfolio reviews.

Jarrod Null is a CFP® with 13 years of industry experience, currently serving at Lasting Mark Retirement Group LLC. His prior roles include positions 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 role. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients in or nearing retirement. The firm’s approach is based on Modern Portfolio Theory and long-term trading, with regular portfolio monitoring and customized investment strategies.