Brian Goldman transitioned to a career in financial services from a career in sports public relations where he worked in the NHL and in college athletics. Originally from the Washington, D.C. metro area, Brian earned his Bachelors Degree from Pitt and a Masters Degree from California University of Pennsylvania. Brian resides in the Pittsburgh area with his wife and their two sons.

Kelly Bandli graduated from Alma College in 2005 with a Bachelor of Arts Degree. She began her career in financial services shortly after graduating, and has enjoyed serving clients in Northern Michigan for over 17 years. Kelly has been recognized as a top industry professional nationally with several awards during the course of her career. She enjoys helping clients achieve their retirement goals while providing world class customer service. Kelly lives in Traverse City with her husband and 3 young children. She is very active and loves the natural beauty that Michigan has to offer, including hiking, running, and biking.

John Blanck is originally from Harbor Springs, where he still lives with his wife Cathy and their three sons. They like to garden, hunt, fish, golf, and enjoy the outdoors. John graduated from Michigan State University in 1998. He now has over 20 years of experience in the industry, and in addition to being an Investment Advisor, he is the Chief Information Officer for Modern District Financial.  John has been the #1 producer in the insurance industry with American Senior Benefits 6 times.

Greg Brawn graduated from Edinboro University in 2009 with a bachelors degree in Finance. He has spent the last 11 years helping clients achieve their financial goals and dreams, as a financial advisor and retirement specialist. Greg enjoys golfing and bowling and lives in Edinboro, a small town just outside of Erie.

Kendra Carano graduated from Johnson & Wales University in 2015 with a Bachelors Degree. Following in her father’s footsteps, she entered the financial services industry shortly after graduating. Kendra takes great pride in helping clients and families achieve their financial goals and setting them up for the retirement of their dreams. Kendra currently resides in Johnston, Rhode Island.

Adam French is a licensed and registered advisor specializing in finance, investments, and insurance. As a fiduciary and a comprehensive retirement specialist, he helps people every day with all avenues from their health to their wealth. He has been a licensed insurance agent for over 13 years, and a financial and investment advisor for over five years.  Adam graduated from Pacific Union College in 2010 with a double major in Journalism & Kinesiology. In his free time, he enjoys watching sports, playing golf, and hanging out with his family. Adam currently lives in Beaverton, Oregon, with his wife Chelsea and their son, Asher.

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Aaron Gagnier graduated from Bryant College with a Bachelor's degree in Business in 2001. He joined the financial services industry shortly after graduation and has been providing guidance to individuals as they plan their future and assists them with achieving their goals ever since. Aaron joined Success Wealth Management from its founding in 2019. He resides in Southeast Massachusetts with his long-time girlfriend and 3 daughters.

Daniel Griego graduated from Texas State University in 2007 with a Bachelor of Arts in English and National University in 2011 with a Master of Arts. He transitioned into the financial services industry after years in insurance, leveraging his first-hand experience seeing what retirees were missing most in their retirement plans. He is a 20-plus year veteran of the Army and currently resides in Round Rock, Texas, with his wife, Jessica, and their child, Robin.

Daniel Grix is born and raised in Traverse City, MI where he lives with his wife Frances and their daughter Vivian. Shortly after graduating from Oklahoma City University in 2015 with a Bachelor's Degree in Business and Business Management, he began his career in insurance and financial services. In addition to being a financial advisor, Daniel is a top performer for Modern District Financial and American Senior Benefits, qualifying multiple times for the ASB national convention at the Winner's Circle level. When he is not working he enjoys spending time with his wife and daughter, golfing at many of northern Michigan's beautiful courses, and relaxing at the family farm.

Jessica Jones started in the financial services industry in 2010. Utilizing a holistic approach to investing and planning for retirement, Jessica believes educated clients make informed and suitable decisions. She enjoys helping clients with a strategy tailored to their specific needs and goals. Jessica and her husband, Steven, reside in Ventura, California, with their son, Vaughn.

Flavio Medeiros is a 9 year Navy veteran and has been in Financial Services ever since leaving the Navy in 2005. He's originally from Rhode Island, grew up enjoying hockey and other sports.. Flavio has a bachelor's degree from College of Westchester in New York. He has a wife of 20 years, 3 boys, and they all enjoy sports, traveling, the beach, and the warm Myrtle Beach weather.

Travis Streblow is a lifelong resident of Plymouth, WI, where he currently resides with his wife of 25 years and two daughters. He enjoys golfing, hiking, basketball and fishing as well as many other outdoor activities. After 20 years of servicing Wisconsin residents with their insurance needs, he has shifted his focus to the financial industry where he advises clients and develops financial plans according to their needs and objectives.

Kenneth Thomas is originally from New Orleans and now lives in Nashville, TN. He has been an insurance agent for over 10 years and a financial advisor since 2022. Kenneth oversees an insurance office in Goodlettsville, TN, where he manages a team of insurance agents.  He is passionate about providing personalized guidance and lifelong support to his clients, helping them navigate both insurance and financial decisions with confidence. Kenneth is happily married and committed to making a difference in the lives of those he works with.

Nicholle Zoltaszek graduated from The University of Toledo in 2007 with a Bachelors Of Business. She has been in the Finance Industry since January of 2008. She was born and raised in Toledo and currently resides in Temperance, MI. In her spare time she enjoys watching her children at all of their sporting events.