Chuck Price, CRFA, CSA is President & Wealth Manager of Price Financial Group Wealth Management, Inc. a Registered Investment Advisory Firm (RIA) who for over 40 years has worked with hundreds of clients from coast to coast, employing comprehensive planning services and has developed strategies with the goals of helping clients increase income, reduce taxation, and never run out of money in retirement.  He is the Author of the book “Investing Simplified” and is co-host on the longest running Live Financial Talk Show in America with a Financial Advisor, Estate Planning Attorney and a CPA, broadcasted out of Portland, Oregon every Saturday 8am PST and on the web:        www.InvestingSimplifiedRadio.com and his motto, “What You Don’t Know Can Hurt You”

Joe Pereira supports the retirement lifestyle plans of pre-retirees and retirees with financial planning strategies that focus on growth with preservation of capital.  As President of Legacy Planning, Inc. he has personally   assisted hundreds of families to wisely protect their assets and pay less income tax along the way. Joe has over 30 years of accounting and planning experience. His firm is based out of Miami, Florida.

Daryl Shankland has been guiding clients in their investment decisions since 1980, encompassing both good times and bad.  Her broadcasting background has helped her communicate complex, quickly changing information to clients in a manner that they can understand. Daryl has been a frequent commentator on financial matters on both television and radio. She served as branch manager of the Quincy, Illinois Smith Barney branch for many years before leaving to start her own firm.  With her deep experience in management and client portfolio structuring, she understands how emotions can take their toll and how critical it is to trust your financial advisor.

As an Accountant and a graduate
of the College of Financial Planning in Denver, Colorado, Buddy Nidey applies his strong analytical to his work as an investment advisor representative.  He enjoys coordinating clients' investment portfolios with solid financial planning that takes income taxes, diversification and safety into consideration.  Bud also assists clients with income tax preparation, health, life and long term care insurance as part of his financial consulting services.