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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Sean K

Series 63, Series 65

Okeechobee, FL

Stark Financial Advisers, Inc.

Options & derivatives strategies
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Gary S

Series 63, Series 65, Series 66

Okeechobee, FL

Stark Financial Advisers, Inc.

Options & derivatives strategies
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Cameron T

Series 63, Series 65

Okeechobee, FL

Eagle Strategies (NY Life)

Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) in Okeechobee, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and Nylife Securities LLC since 2017. Outside of his advisory role, he serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a network of over 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Susan B

Series 63, Series 65

Okeechobee, FL

LPL Financial

Susan Bonanno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She previously worked at Lincoln Investment Planning for 12 years before joining LPL Financial. Outside of her advisory role, she owns Dreams Come True Farms LLC, a business unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael C

PFSâ„¢, Series 66

Okeechobee, FL

Cetera

Michael Costopoulos is a financial advisor with Cetera, holding the PFSâ„¢ designation and Series 66 license, and has 24 years of industry experience. He is also a partner and CPA at Costopoulos & Helton, P.A., an accounting and tax consulting firm he has been involved with since 1982. Additionally, he serves as a trustee and personal representative for probate and trust management and holds a notary public commission. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Julia E

Series 66

Okeechobee, FL

Fidelity

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Bryan F

Series 66

Okeechobee, FL

Edward Jones

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