Rebekah J. Fero earned the Accredited Investment Fiduciary designation in 2017. Attainment of the AIF® designation demonstrates an understanding of the Prudent Practices® and methodology.

J. Biance Financial focuses on helping pre-retirees and retirees create ideal strategies for retirement. The uncertainty and volatility in the world today can make this season of life challenging. Whether it is market risk, outliving your money, or being a burden on your children, retirees and soon to be retirees, face decisions that are specific to their state in life. At J. Biance Financial we emphasize the preseration of our clients' life savings, the optimization of retirement income, and passing on assets in the most efficient manner possible. Investing involves risk, including the potential loss of principal. Any references to protection benefits, generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1879168 - 7/23

The Imperial Group is a major player in the scrap metal industry, strategically expanding its business over the past 30 years. Originating as a small family-owned industrial recycling company in 1962, Imperial Group has grown to become a multi-faceted organization headquartered in Chicago. Over the years, the group has made significant strides in expanding its reach in the industry. In 1995, Imperial Group acquired Imperial Zinc Corporation, a leading manufacturer of zinc anodes and alloys. It has since expanded its operations into aluminum by acquiring two secondary aluminum smelters operating under the Imperial Aluminum name and Kormet Metals, an aluminum brokerage business that supplies various mills. Exeon Processors, Midwest Industrial Metals, and Mayco Industries were also acquired, expanding its scrap and manufacturing divisions respectively. Recently, Imperial Group acquired Metaltec Steel Abrasive Co., further broadening its range of services. Imperial Group provides all the services offered by its individual companies, as well as unique services that integrate the capabilities of its various businesses. With customized programs tailored to suit the needs of diverse industries and companies, Imperial Group is among the largest scrap metal recycling companies. While Imperial Group specializes in non-ferrous metals, it also processes, manufactures, and trades both non-ferrous and ferrous metals. Its companies include Imperial Recycling, Imperial Aluminum, Midwest Industrial Metals, Exeon Processors, Imperial Zinc, Imperial Alloys, Mayco Industries, Kormet Metals, and Metaltec Steel Abrasive Co.

Since opening the doors to Retallick Financial Group in 2008, Don Retallick owns and operates 3 offices in Southwest Florida. With the main office located in Fort Myers Florida, he also has offices in Bonita Springs and Sarasota. Retallick Financial Group maintains rigorous fiduciary standards while helping their clients achieve and secure their financial future. Our firm is based on these key values: keep it simple, keep it honest, and keep it fun. We strive to provide simple, honest financial advice, that is always in the client’s best interest.

Henderson Wealth Partners is an independent, family-owned wealth management firm serving individuals, families and business owners seeking objective guidance and advice. We believe that the combination of our 30+ years of experience, the vast resources of LPL Financial, and your active participation in the financial planning process creates the kind of collaborative relationship that leads to more confident financial decisions along the path to financial well-being. We serve as your trusted team of family advisors, bringing the experience and resources to help you plan for each stage of your financial life from retirement and investment planning, to risk management, wealth transfer strategies, and more. As a client of ours, you will benefit from our commitment to help build and preserve your wealth through comprehensive wealth planning strategies that addresses your unique short- and long-term goals. As independent advisors, we focus solely on serving your needs and fully committed to acting in your best interest at all times. This provides you with the confidence you seek as you pursue financial independence. We are dedicated to helping you preserve and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. Our approach to financial planning and wealth management seeks to place your your interests first at all times. We never lose sight of the trust you place in us to lead you and your family along the path to financial well-being. Nothing is more rewarding to us than the long-term relationships we develop with clients we consider family and friends.