Meet The Speakers

Brian Martin, CFP, CIMA

Sterling Capital

Chris Orestis

Executive Vice President | GWG Life

David Grau, Sr., JD

President & Founder | FP Transitions

David Lewis

Senior Executive | Amada Senior Care

James Romero

Regional Sales Director | OneAmerica

John Dalton

Regional Vice President | CPS Atlantic

Laura O’Dea

Owner | Assisted Living Locators - Charlotte

Mark Schumacher

Home Equity Retirement Originator | Retirement Funding Solutions

Ramona Britt

Owner | Assisted Living Locators - Midlands

Sandi Thorman, CPA

Partner | GreerWalker LLP
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