Jeff D. Sather founded Cornerstone Legacy Partners, an insurance consulting firm specializing in asset-based long-term care insurance. With nearly a decade of experience in the industry, Jeff has worked with some of the nation’s top financial advisors, agents, CPAs, CFPs, and estate planning attorneys. He has earned the nickname “The Most Successful Wholesale Marketer of Hybrid LTCi” due to his extensive work with these professionals. Jeff has also partnered with Roy Snarr Retirement Solutions and the Snarr Agent Academy to help run the Long-Term Care division, which assists thousands of agents and clients annually. Jeff is passionate about helping people obtain crucial retirement coverage.

Adam Howard NSSA®, CFF®, is an independent financial professional who is dedicated to helping clients with the four pillars of retirement planning: health, wealth, legacy, and long-term care. Seeing his father lose his health, business, and family home in the crash of 2007 has empowered Adam to help others prepare for the unexpected.

Stephen is an independent financial advisor who believes the true art of financial guidance is not so much in the accumulation of assets but is in the preservation and distribution of those assets. Steve has been providing highly individualized financial guidance to clients across the nation for over 30 years. He is a popular speaker and lecturer and has formed several strategic alliances with accountants, attorneys, and other professionals to bring a multi-disciplined approach to the planning process.

A trailblazer, Casey has been recognized by Forbes Magazine as one of America’s Financial Leaders, is continually recognized as a standing member of the National Ethics Association, and is a sought-after speaker in the retirement income planning field for his unique perspective on retirement income planning solutions for baby boomers and those approaching or in retirement. Casey Marx is the founder of Crown Haven Wealth Advisors, a retirement income planning and asset protection specialty firm located in charming Carmel, Indiana. As host of Indiana’s #1 retirement income planning show Smart Money with Casey Marx, Casey finds great joy assisting Hoosiers to guarantee their retirement dollars for a future.