The Retirement Planning Group, LLC

Troy Hedman is a financial advisor with The Retirement Planning Group, LLC in Estero, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining The Retirement Planning Group in 2021, he worked at Visionary Wealth Advisors and Tmfs Advisors, LLC. Outside of his advisory role, he is involved with Aspen Digital, LLC as a member and business operations consultant. The Retirement Planning Group serves individual and high-net-worth clients, including those approaching or in retirement, and provides fiduciary services to retirement plans. The firm manages over $4 billion and offers asset management, income and financial planning, Social Security optimization, and retirement-plan consulting through a structured retirement planning process that emphasizes diversified portfolios and periodic rebalancing aligned with clients’ risk tolerance.

Charlotte Teruya Westcott is a financial advisor at The Retirement Planning Group, LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. She also operated as a CPA from 2013 to 2019. The Retirement Planning Group serves individual and high-net-worth clients, many nearing or in retirement, and provides advisory and fiduciary services to retirement plans. The firm manages approximately $4.16 billion across several thousand accounts, focusing on personalized retirement planning, diversified investment management using mutual funds and ETFs, and supports clients with in-house tax planning and retirement-plan consulting.

Kayla Droege is a financial advisor with The Retirement Planning Group, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and has a background that includes roles at Skywest Airlines and the Cultural Exchange Network. The Retirement Planning Group serves individual and high-net-worth clients, particularly those approaching or in retirement, and provides fiduciary services to retirement plans. The firm employs a structured retirement planning process with personalized written plans, focusing on diversified investment allocations and offering supplemental tax and estate-planning resources.

Brandon Stegall is a CFP® professional with 21 years of industry experience. He has been with The Retirement Planning Group, LLC since 2020 and previously worked at TD Ameritrade from 2014 to 2020. The Retirement Planning Group serves individual and high-net-worth clients, particularly those approaching or in retirement, as well as retirement plans. The firm manages approximately $4.16 billion across several thousand client accounts, offering services that include asset management, income and financial planning, Social Security optimization, and retirement-plan consulting under ERISA.

Brian Dightman is a financial advisor with The Retirement Planning Group, LLC, holding a Series 66 designation and 24 years of industry experience. He previously operated Dightman Capital Group, Inc. for 17 years before joining The Retirement Planning Group in 2024. The Retirement Planning Group serves individual and high-net-worth clients, particularly those approaching or in retirement, as well as retirement plans. The firm’s approach centers on a structured retirement planning process with personalized written plans and diversified investment management, primarily using mutual funds and ETFs, complemented by in-house tax and fiduciary services.

Joseph Mcculloch Jr. is a CFP®-certified financial advisor with 18 years of industry experience. He currently works at The Retirement Planning Group, LLC and has prior experience with Bank of America and Merrill. The Retirement Planning Group serves individual and high-net-worth clients, particularly those approaching or in retirement, and provides advisory and fiduciary services to retirement plans. The firm manages over $4 billion using a structured retirement planning process and diversified investment allocations primarily with mutual funds and ETFs.

Alexis Barling is a Series 65-registered financial advisor at The Retirement Planning Group, LLC with 11 years of industry experience. Prior to joining The Retirement Planning Group in 2019, Alexis worked at Creative Planning and Umb. Outside of finance, Alexis serves as Vice President and manages bookkeeping for Brian Barling Painting Inc., a decorative painting company. The Retirement Planning Group serves individual and high-net-worth clients, especially those nearing or in retirement, and provides advisory and fiduciary services to retirement plans. The firm manages approximately $4.16 billion across several thousand accounts, offering services including asset management, income and financial planning, Social Security optimization, and retirement-plan consulting under ERISA.

David Nyman is a financial advisor with The Retirement Planning Group, LLC, holding a Series 65 credential and five years of industry experience. Before joining The Retirement Planning Group in 2020, he had roles at Avila University and Mid-America Nazarene University and operated a cleaning service business for ten years. The Retirement Planning Group serves individual and high-net-worth clients, particularly those approaching or in retirement, providing advisory and fiduciary services to retirement plans. The firm employs a structured retirement planning process, emphasizes diversified investment allocations primarily using mutual funds and ETFs, and offers additional services including tax planning support and estate coordination.

Brian Thomas is a Series 66-licensed financial advisor with three years of industry experience. He currently works at The Retirement Planning Group, LLC and has prior experience at Bank of America, Merrill, American Senior Benefits, Ethos Technologies, and SelectQuote Insurance Services. The Retirement Planning Group serves individual and high-net-worth clients, many of whom are approaching or in retirement, as well as retirement plans. The firm follows a structured retirement planning process, offers diversified investment management primarily with mutual funds and ETFs, and provides fiduciary consulting, income and financial planning, Social Security optimization, and in-house tax and estate planning services.

Nancy Luther is a financial advisor at The Retirement Planning Group, LLC with 15 years of industry experience. She holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. The Retirement Planning Group serves individual and high-net-worth clients, many approaching or in retirement, and provides fiduciary services to retirement plans. The firm manages approximately $4.16 billion across several thousand accounts, focusing on a structured retirement planning process, diversified investment management, and supplemental tax and estate planning services.

Jeffrey Stahl is a financial advisor at The Retirement Planning Group, LLC with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Plains Wealth Management. The Retirement Planning Group serves individual and high-net-worth clients, particularly those approaching or in retirement, as well as retirement plans. The firm offers personalized retirement planning, asset management primarily through mutual funds and ETFs, and a range of fiduciary and tax-related services.

Ethan Pace is a CFP® with 12 years of industry experience, currently serving at The Retirement Planning Group, LLC since 2018. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and American Century Investments. The Retirement Planning Group serves individual and high-net-worth clients, many nearing or in retirement, and provides advisory and fiduciary services to retirement plans. The firm manages approximately $4.16 billion across several thousand accounts, focusing on a structured retirement planning process with personalized written plans, diversified investment management using mutual funds and ETFs, and supplemental tax and estate-planning services.

Kevin Conard is a financial advisor with The Retirement Planning Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Blooom, Inc. from 2013 to 2018. Outside of his advisory role, he is a partner in GRISWOLD LLC, a real estate investment business. The Retirement Planning Group serves individual and high-net-worth clients, particularly those nearing or in retirement, and provides fiduciary services to retirement plans. The firm emphasizes a structured retirement planning process, diversified investment management, and offers in-house tax planning and retirement-plan consulting services.

Angus Mceachran III is a financial advisor at The Retirement Planning Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Summit Financial Group, and LPL Financial. Outside of advisory work, he co-hosts a radio show related to marketing securities and is a partner at HMC Partners. The Retirement Planning Group serves individual and high-net-worth clients, particularly those approaching or in retirement, and provides fiduciary services to retirement plans. The firm employs a structured retirement planning process combined with diversified investment management, in-house tax planning, and estate coordination services.

Andrew Thomas is a financial advisor with The Retirement Planning Group, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley and Blooom Inc. The Retirement Planning Group serves individual and high-net-worth clients, particularly those nearing or in retirement, providing advisory and fiduciary services to retirement plans. The firm manages approximately $4.16 billion across several thousand accounts, focusing on a structured retirement planning process and diversified investment management primarily using mutual funds and ETFs.