Congratulations CSAs!
We are immensely proud to honor and celebrate the remarkable achievements of the Certified Senior Advisors who have dedicated two decades or more to this esteemed role. Your unwavering commitment and profound expertise have not only shaped the landscape of senior advisement but also significantly enhanced the lives of countless older adults. Your 20-year milestone is a testament to your dedication, professionalism, and the profound impact you have made in your community. Today, we extend our deepest congratulations and heartfelt gratitude for your exemplary service and enduring dedication as a Certified Senior Advisor®.
| Winfield (Win) S. Adams | 12/8/2001 | Win Adams & Associates | 22 |
| Shahram Alae | 8/24/2002 | Tones Insurance & Financial Services | 22 |
| Allen C. Bonvillain | 10/20/2001 | Allen Bonvillain Ins | 22 |
| Urban Braam | 9/21/2002 | Urban Braam | 22 |
| Edward L. Brown | 12/8/2001 | Edward L. Brown, CFP | 22 |
| Patrick L. Brown | 3/23/2002 | Capital Portfolio Management, Inc. | 22 |
| Pamela Caprio | 5/25/2002 | Center for Financial Strategies, LLC. | 22 |
| Philip M. Colin | 1/26/2002 | Amerivest Associates | 22 |
| Donald E. Conrad | 1/11/2002 | Conrad Capital Management Inc. | 22 |
| Peter J. Creedon | 10/13/2001 | Crystal Brook Advisors | 22 |
| Lonnie Crosby | 1/26/2002 | Lonnie Crosby | 22 |
| Robert L. DeVault | 7/5/2002 | DeVault Financial Services, Inc. | 22 |
| Winston L. Dookram | 1/11/2002 | Winston Dookram Agency, Inc | 22 |
| James R. Earl | 3/12/2002 | Jim Earl Financial | 22 |
| James A. Epperly | 2/23/2002 | Financial Retirement Strategies, LLC | 22 |
| Rick L. Erickson | 9/21/2002 | Informed Choice Insurance Agency | 22 |
| Daniel J. Finnegan | 10/13/2001 | American Portfolios Financial Services | 22 |
| Ronald W. Fischer | 4/13/2002 | Seniors Financial Guidance | 22 |
| Ann Elizabeth Ganze | 2/8/2002 | First Fed Insurance Agency, Inc | 22 |
| Jim Garrison | 1/27/2002 | Investment Strategies | 22 |
| Kenneth C. Glenn | 6/7/2002 | Estate Assurance, Inc. | 22 |
| Frederick E. Grefe | 7/20/2002 | Frederick Grefe | 22 |
| Jeff D. Hackmeier | 1/23/2002 | Jeff D. Hackmeier & Assoc. Inc. | 22 |
| George D. Hiller | 5/25/2002 | Hiller Insurance Agency | 22 |
| Jeffrey M. Jones | 5/25/2002 | Life Transition Services, LLC | 22 |
| Edward R. Jozefiak | 11/18/2001 | Edward Jozefiak | 22 |
| Monte E. Kane | 9/21/2002 | BDO USA, LLP | 22 |
| Robert Keane | 9/21/2002 | Robert Keane | 22 |
| Roy E. Keibler | 2/8/2002 | Keibler & Associates, Inc. | 22 |
| Bob Khzam | 8/24/2002 | Bob Khzam, CSA | 22 |
| Kristi L. Schaeffer Kleutsch | 7/26/2002 | The Schaeffer Financial Group, LLC | 22 |
| Michelle P. Kosoi | 11/17/2001 | Pacific Life | 22 |
| Dean M. Kunihiro | 8/24/2002 | The Elite Financial Network, Inc | 22 |
| Michele E. Laden | 2/22/2002 | Liberty Mutual Insurance | 22 |
| Melissa Matson | 8/24/2002 | MRS Wealth Advisors | 22 |
| Phillip Mattox | 2/9/2002 | PMIA, Inc | 22 |
| Jan Michelle Miles | 1/3/2002 | Miles Financial Services Inc | 22 |
| Ann Marie Milinazzo | 8/10/2002 | Hadad-Milinazzo Financial Group Inc. | 22 |
| Jimmy D. Morrell | 3/15/2002 | 22 | |
| John Morvay | 1/25/2002 | M1 Services | 22 |
| Melissa M. Mosley | 1/8/2002 | White Owl Consulting/LifeCircle Enterprises | 22 |
| Carol L. Murin | 2/9/2002 | Solutions For Long Term Care, Inc. | 22 |
| Thomas W. Parker | 6/25/2002 | Arlington Associates LLC | 22 |
| Michael A. Puhr | 8/10/2002 | Puhr Financial Services, Inc. | 22 |
| Rocci F. Ravella | 1/26/2002 | Ravella Insurance | 22 |
| Robert A. Rebussini | 12/8/2001 | Integrated Financial Partners | 22 |
| Rosanne Roge | 1/12/2002 | Finley Wealth Advisors | 22 |
| John A. Ruggiero | 9/3/2002 | MAF Companies Inc | 22 |
| Steven A. Rupnik | 8/6/2002 | Midwest Money Management, Inc. | 22 |
| W. David Sawchuk | 5/25/2002 | Liberty Financial Group | 22 |
| David P. Schaeffer | 1/26/2002 | American Retirement Advisors | 22 |
| Gregory B. Schaeffer | 7/26/2002 | The Schaeffer Financial Group, LLC | 22 |
| Jerry R. Seiler | 4/1/2002 | Multi State | 22 |
| James F. Shaffer | 5/14/2002 | JF SHaffer | 22 |
| Margaret E. Stedt | 9/25/2002 | Stedt Insurance Services | 22 |
| Mark Stimpson | 1/25/2002 | Elevated Financial Management | 22 |
| JoAnn Palmieri Suwalski | 5/25/2002 | Palmieri & Associates | 22 |
| Deborah A. Towers | 8/10/2002 | Towers Wealth Management, Inc. | 22 |
| Kathryn Trimarke | 2/8/2002 | The Thomas Morgan Group, Inc. | 22 |
| Dawn Marie Webb | 12/8/2001 | A New Dawn Natural Solutions | 22 |
| Sharon D. Wingert | 9/21/2002 | Van Allen Agency, Inc. | 22 |
| Chris Wismer | 5/25/2002 | Wismer Financial Services | 22 |
| Mary J. Wong | 2/22/2002 | Mary Wong Insurance Services | 22 |
| Lynore A. Yates | 7/26/2002 | Yates Retirement Services | 22 |
| Thomas W. Young | 2/4/2002 | 1st Consultants, Inc. | 22 |