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.

Mark Wagner loves country living and has been helping people with their financial planning for more than 20 years. He understands the average person is looking for simple, common sense ways to prepare for retirement and take care of their valued possessions. That is why he wrote Building Financial Fences. Talking with Mark will help you gain the insight you need to make wise financial decisions, set up financial fences that make sense for your situation, and give you peace of mind that your loved ones will be financially secure. Mark has a unique ability to communicate intricate financial concepts in everyday language. He is an independent insurance agent licensed in several states (including Ohio, Pennsylvania, North Carolina, Hawaii, and Florida). In addition, he is a Certified Public Adjustor with certifications from FEMA and IICRC and a certified CPR and First Aid instructor with ASHI and the Red Cross. These qualifications have not caused Mark to lose touch with the average person’s experience. He still loves gardening, canning with his mom, driving in the country, and meeting people at the county fair.

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.

Jack Whittaker has been providing financial services since 1986. He worked for a Fortune 500 company for 21 years before founding Carolina Benefits Group, where he specializes in helping clients pursue financial independence. Jack’s tenure was marked by an impressive 16-year consecutive appointment to the Chairman’s advisory board and 12 consecutive years as the number-one in sales. At Carolina Benefits Group, Jack and his team provide retirement strategies, income planning, legacy and life insurance planning, Medicare supplement insurance, long-term care, and Estate Planning. With 44 years of marriage and two adult children, and four grandchildren, Jack is committed to helping others achieve financial independence and has built a successful agency.