Our Consultants

 

 


Michael T. Peters, CFP®, ChFC®
Co-Founder

Austin V. Kelly, CFP®, AIF®
Co-Founder

Michael Kielbasa

Michael Rea, CFP®ChFC®

Ryan Timmons, CFP®

James Keddie, CFP®

Timothy Naffky

Sondra Payne, CFP®

Steven Glamuzina, CFP®

Steven Fretthold

Eric McKenrick, CFP®ChFC®, CLU®

James Fox, CFP®

Daniel McAuliffe

David L. Hungerford, ChFC®, CLU®, AIF®

David P. Hungerford

Robert Tighe, MBA

Nicholas Kelly, MBA

James Wilder

CFP® and CERTIFIED FINANCIALPLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Duly registered and licensed associates of the BlackOak Group, LLC, offer securitiesthrough AXA Advisors, LLC (213-314-4600), member FINRA/SIPC, offer investment advisory products and services through AXA Advisors, LLC an investment advisor registered with the SEC, and offer annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA and AXA Network Insurance Agency of Utah, LLC in UT).  AXA Equitable Life Insurance Company (AXA Equitable)(NY, NY), AXA Advisors and AXA Network are affiliated companies and do not provide tax, accounting, legal or fiduciary advice or services.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  The BLACKOAK Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.  PPG-91768(06/14)(exp.06/16)