Impact Partnership Wealth, LLC

Paul Bertrand is a financial advisor at Impact Partnership Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Investment Services, Brookstone Wealth Advisors, and Municipal Retirement Solutions. He is also president of Lighthouse Wealth Management, LLC, where he consults clients on retirement strategies. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating on a wrap-fee platform with discretionary trading authority subject to client restrictions.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Amy Ross is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Gold Shield Wealth Financial LLC, Gold Shield Wealth Management LLC, and Aider Insurance Group, where she is a co-founder involved in Medicare and simplified issue life insurance. Before entering financial services, Ross worked in medical-related roles including at HCA-Grand Strand Medical Center and Landauer Medical Physics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Corey Hodges is a Series 65-licensed financial advisor with six years of industry experience, currently with Impact Partnership Wealth, LLC. His work history includes roles at Fortress Health, Fortified Financial Wealth, and several other financial and advisory firms. Outside of advisory work, he is involved in estate planning facilitation and runs businesses focused on insurance sales, education, and consulting. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of model portfolios, direct indexing, and tactical overlays within a discretionary trading framework supported by third-party services.

Vanessa Patterson is a Series 65-licensed financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She has previously worked with Appraisal Connections and New Perspective Financial Services and maintains a concurrent role in real estate sales with Berkshire Hathaway Home Services. Outside of financial advising, she holds a 10% ownership stake in the Southern Maryland Seahawks basketball team, where she is involved in recruiting, marketing, and ticket sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting for individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays and generally operates with discretionary trading authority subject to client restrictions.

Zack Troyer is a financial advisor at Impact Partnership Wealth, LLC in Fort Wayne, IN. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Impact Partnership Wealth, he worked at Indiana Wesleyan University and in secondary education. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management through a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Brian Dorsey Jr. is a financial advisor at Impact Partnership Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Bank, NYLife Securities, AXA Advisors, and Mass Mutual. In addition to his advisory role, he is involved in insurance sales through New Perspective Financial Solutions. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with discretionary trading authority, supported by a comprehensive platform of affiliated entities and services.

Jonathan Smith is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horace Mann Investors Inc. and PNC Investments. He is also an associate advisor at Medalist Wealth Management, where he focuses on life insurance and annuity sales. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays, offering discretionary portfolio solutions primarily through a wrap-fee platform.

Amber Kelly is a CFP®, ChFC®, and Series 65-licensed financial advisor with 11 years of industry experience. She is currently with Impact Partnership Wealth, LLC and has previously worked at Madison Avenue Securities, LLC and Global Wealth Management Investment Advisory, Inc. Kelly is also active as an investment advisor representative and wealth advisor with affiliated firms in the Global Wealth network. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Robert Hall is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held roles at multiple firms, including Brookstone Wealth Advisors, Global Financial Private Capital, and Hall Financial Group, where he also serves as president offering insurance products and investment advisory services. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm’s investment process integrates third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary trading authority subject to client restrictions.

Christopher Sheridan is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and three years of experience in the industry. His prior roles include positions at Royal Alliance Associates, Inc., and SII - John Hancock. Outside of advisory work, he owns and operates The Sheridan Group, an insurance agency focused on health insurance products and annuities. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlay strategies, offering both discretionary and non-discretionary services through a wrap-fee platform.

Michael Weinberger is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Impact Partnership Wealth since 2021, following five years at Retirement Wealth Advisors, Inc. Additionally, he serves as Director of Advanced Markets at The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset-allocation and overlays.

Scott Schuett is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously operated his own advisory business. Outside of his advisory work, Schuett is an owner and agent involved in insurance sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.

Aleksander Searcy is a financial advisor at Impact Partnership Wealth, LLC with four years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Voya Financial Advisors and Vincent Financial Group. Outside of advisory roles, he manages a vacation rental property. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and combines third-party strategists, adviser-managed models, and direct indexing in its investment approach.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at CPR Investments Inc., CPR Financial Group LLC, Bank of America, and Merrill Lynch. Valenzuela is also involved in trust marketing as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management on a wrap-fee platform, utilizing a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays.