Jason Ray

Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Benjamin Dean is a CFP® with 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.

John Pegues is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Hilltop Securities Inc., Investment Centers of America, and Mineola Community Bank. Outside of advisory work, he owns an income tax service and is a member of the Knights of Columbus charitable organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing third-party managers and integrated services from affiliated entities.

Anne Howe is a financial advisor at Geneos Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2003, as well as Coffman Wealth Management since 2009. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.