Retirement Planners of America

John Broderick is a financial advisor with Retirement Planners of America in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios and employs a mathematically based long-term market signal while maintaining discretionary trading authority.

Robert Tunnell is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Retirement Planners of America and has been associated with MMWKM Advisors, LLC since 2013. In addition to his advisory work, he operates as an independent insurance agent. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds, along with a quantitative market signal to guide investment decisions.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 designation and two years of industry experience. She previously worked at Fisher Investments for five years and has a background that includes roles at Dimaco LTD. and Ashford University. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

Clifford Kwan is a CFP® and Series 65-licensed financial advisor with 18 years of industry experience. He is currently affiliated with MMWKM Advisors, LLC and is based in Irvine, California. In addition to his advisory work, he is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

Michael Lutz is a CFP® with 12 years of experience in the financial services industry. He is currently with Retirement Planners of America and has previously worked at Westlake Wealth Management, Fisher Investments, and Fidelity Investments. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm uses an “Invest and Protect” approach that emphasizes capital preservation and tactical rebalancing with model portfolios composed mainly of ETFs and mutual funds.

Karli Bradley is a CFP® and Series 66-licensed advisor with 15 years of industry experience. She has been with Retirement Planners of America since 2016. Outside of her advisory role, she is also an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants by providing discretionary portfolio management and financial planning, primarily through a wrap-fee investment program. The firm utilizes an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, employing model portfolios built predominantly from ETFs and mutual funds.

Paul Leeman is a Series 65-licensed financial advisor with Retirement Planners of America in Plano, TX, and has nine years of industry experience. He has worked with MMWKM Advisors, LLC since 2016 and has been affiliated with the University of Houston since 2014. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” strategy that emphasizes capital preservation and tactical rebalancing using model portfolios and discretionary trading authority.

Gwendolyn Nale is a financial advisor with Retirement Planners of America and holds a Series 65 designation. She has four years of industry experience and previously worked in various legal roles, including positions at the Tarrant County Criminal District Attorney's Office and the Travis County Attorney's Office. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios composed mainly of ETFs and mutual funds.

Thomas Healy is a financial advisor at Retirement Planners of America with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and RFG Advisory LLC dba Trinity Private Wealth. He also has experience as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and uses model portfolios with tactical rebalancing.

Douglas Williams is a financial advisor at Retirement Planners of America with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Capital Advisors and Texture. Retirement Planners of America offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed largely of ETFs and mutual funds.

Stephen Luby is a financial advisor with Retirement Planners of America, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior experience includes roles at Eagle Strategies and New York Life Insurance Company. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios with ETFs and mutual funds.

Natalie Chandler is a CFP® and Series 66-credentialed advisor with 22 years of industry experience. She currently works at Retirement Planners of America and has previously held positions at RFG Advisory LLC dba Trinity Private Wealth, MMWKM Advisors, Eagle Strategies (NY Life), and Goldman Sachs Wealth Services. In addition to her advisory role, she is an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants, primarily through discretionary portfolio management and financial planning within a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based market signal while retaining discretion to trade outside that signal.

Erik Eklof is a financial advisor at Retirement Planners of America with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MCGowan Group Asset Management, GuideStone Financial Resources, and USAA. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing, using model portfolios mainly composed of ETFs and mutual funds alongside a quantitative market signal.

Benjamin Newport is a CFP® with 10 years of industry experience, currently affiliated with Retirement Planners of America. He has been with MMWKM Advisors, LLC since 2015 and serves as a munitions section supervisor in the Texas Air National Guard, where he has been active since 2009. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach that focuses on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

Patsy Mandola is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked at MMWKM Advisors, LLC since 2013. In addition to her advisory role, she is an independent insurance agent for various insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios, maintaining discretionary trading authority and incorporating a mathematically-based long-term market signal.