A powerful resource at your fingertips

Our first responsibility is the financial professionals we serve.

The Advanced Markets Group provides a wealth of knowledge from distinguished industry professionals, representing a variety of industries. We understand the challenges you face in today’s economic environment, and we’re committed to providing you with guidance on complex retirement, estate, and tax strategies.

Clients want holistic guidance on how to better achieve their financial and physical goals.

The Advanced Markets Group is here to help you build your value in today's evolving marketplace.

Resource Spotlight

New Year Checklist

The beginning of the year is a perfect time to re-evaluate financial strategies. This checklist addresses some of the most common planning issues.

Milestones of Retirement

There’s a lot more to birthdays than the cake and candles. Hitting certain milestones in life also triggers important financial opportunities.

Federal Tax Landscape

In recent years we’ve seen tax legislation specifically aimed at high-income earners. Here’s what’s changing – and what isn’t – for 2018.
Dedicated to increasing your core strengths
  • Retirement strategies
  • Estate preservation
  • Tax strategies
  • Transferring wealth
  • Trust funding
  • IRAs
  • Charitable strategies
  • Gifting
  • Small business retirement plans
  • Social Security basics

Resource Library

From tax strategies to year-end planning, we’re pleased to share a rich library of resources to help strengthen your business.

Explore guidance on essential financial planning topics like seasonal planning strategies, birthday milestones, death and divorce checklists, and more.

An in-depth look at legacy and estate planning, including guides to guardianship, powers of attorney, and advance health care directives.
Retirement plans aren’t one-size-fits-all. Small business owners need a plan tailored to their specific needs and workforce – here’s how you can help.
You can make tax time less taxing for clients. Stay on top of the ever-changing landscape with updated forms, rules, and guidance for 2018.
Whether it’s legacy planning, tax deferral, or securing a reliable income stream in retirement, make sure your clients understand the ins and outs of annuities.

Get to know the people behind the credentials

Whether it’s IRA distributions, annuity titling, tax strategies, or Social Security, the nine members of the Advanced Markets Group have the knowledge and experience to help financial professionals deliver the best service to their clients.

Between them, the Advanced Markets professionals hold 13 CFP ®, CLU ®, and ChFC ® certifications, and three law degrees.

Ryan Bertrand, CFP®, CLU

Vice President and Managing Director

Doug Ewing, JD, CFP®, RICP


Chris McGovern, CFS, CLU®, ChFC®, AEP


Mike Sosnowski, CFP®, CLU®, ChFC®


Bill Lloyd, MD, FACS

Health Director

Steven Sweeney, CFP®, CLU®, ChFC®

Senior Sales Consultant

Ashley Greene, JD, LL.M

Senior Sales Consultant

James Verboniz, CFP®, ChFC®

Senior Sales Consultant

Nick Arndt, CFP®

Sales Consultant

Get in touch

We're pleased to offer this dedicated service specific for financial professionals. Get in touch with us through your wholesaler today.