Find a Medicare Specialist

Name Department Position SMC Phone Suburb State
Alyssa Macaluso Alyssa Macaluso Macs Benefits Insurance Agency President 281-203-0054 Houston TX
Andrew J. Kinney Andrew J. Kinney J.W. Cole Advisors, RMA® Investment Advisor Representative Safe Money Certified 618-407-0592 Edwardsville IL
Arcie Petty Arcie Petty M.A.P. Advisory Owner Safe Money Certified 216-245-7557 Cleveland OH
Daniel A. Bassani Daniel A. Bassani Wealth Plan Superstore Owner Safe Money Certified 440-376-0968 North Olmsted OH
Debra S. Hicks Debra S. Hicks DRH Retirement Solutions President Safe Money Certified 630-787-1700 Grayslake IL
Derick Buckley | The Buckley Insurance Group Derick Buckley | The Buckley Insurance Group The Buckley Insurance Group President Safe Money Certified 732-746-3320 Brick NJ
Erik Hoffman Erik Hoffman Retirement Security Group Safe Money Certified 859-746-2113 Florence KY
Florian Steciuch, CSA Florian Steciuch, CSA Indiana Senior Advisors Certified Senior Advisor 219-250-5445 Chesterton IN
Frank Passmore CFF®, CEP™ Frank Passmore CFF®, CEP™ Certified Planners Group, LLC Owner, CEO Safe Money Certified 770-355-9686 Buford GA
Glen Witchey – Advocate Financial Life & Health Brokerage Glen Witchey – Advocate Financial Life & Health Brokerage Advocate Financial Medicare, Life & Health Brokerage Safe Money Certified 800-943-2386 Fort Wayne IN
Greg McMullen (CA# 0D13621) Greg McMullen (CA# 0D13621) McMullen Financial & Insurance Services Independent Financial Advisor 858-922-0195 San Diego CA
Kelly West Ridgeway Kelly West Ridgeway Kelly Ridgeway Financial LLC President Safe Money Certified 502-472-9191 Louisville KY
Kenneth J. Wilkinson MSFP,MCEP,RFC Kenneth J. Wilkinson MSFP,MCEP,RFC Harvest Investment & Insurance Services, Inc CEO 925-743-1678 Walnut Creek CA
Mark Daly Mark Daly Serving Oklahoma Seniors President 405-947-5777 Oklahoma City OK
Mark Kovler Mark Kovler Specialty Financial Advisors President Safe Money Certified 845-286-5199 Patterson NY
Matthew Pisano Matthew Pisano Allied Wealth President 803-220-3009 Fort Mill SC
Melinda A. Moros (CA# 0E59115) Melinda A. Moros (CA# 0E59115) Melinda A. Moros Senior Account Executive Safe Money Certified 925-239-8800 Concord CA
Nadine M. Perez CF2, RFC, CLTC, RSSA Nadine M. Perez CF2, RFC, CLTC, RSSA NBP Insurance and Financial Services Founder / Broker / Agent CF2, RFC, CLTC, RSSA Safe Money Certified 561-594-9758 Greenacres FL
Paul J. DaCosta Paul J. DaCosta DaCosta Insurance CEO 941-716-2597 Columbus GA
Peter Young Peter Young SafelyRetire.com President 413-214-5663 Longmeadow MA
Steven A. Suib RICP®: Retire with Confidence Steven A. Suib RICP®: Retire with Confidence Preservation Wealth Management Founder Safe Money Certified 610-768-7789 King of Prussia PA
Steven Lovell Steven Lovell Senior Income and Retirement Solutions President 706-294-4270 Evans GA
Steven W. Presley Steven W. Presley Senior Management Group, Inc. President 901-314-6306 Byhalia MS
Tim Ferguson Tim Ferguson Keystone Retirement Solutions Certified Financial Fiduciary®/Broker Safe Money Certified 919-434-7707 Raleigh NC

Next Steps to Consider

  • Start a Conversation About Your Retirement What-Ifs

    retirement planning services next steps

    Start a Conversation About Your Retirement What-Ifs

    Already working with someone or thinking about getting help? Ask us about what is on your mind. Learn More

  • What Independent Guidance
    Does for You

    independent vs captive advice

    What Independent Guidance
    Does for You

    See how the crucial differences between independent and captive financial professionals add up. Learn More

  • Stories from Others
    Just Like You

    safe money working with us

    Stories from Others
    Just Like You

    Hear from others who had financial challenges, were looking for answers, and how we helped them find solutions. Learn More

Proud Member