Voya Financial Advisors, Inc.

Industry: Company

Description

Founded: 1968 Parent organization: Voya Holdings Inc. Subsidiary: Voya Financial Advisors, Inc., Asset Management Arm

Voya Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Voya Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Voya Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Jody Hartkopp Jody Hartkopp Wichita, Kansas Details
Jody Hartkopp's Voya Financial Advisors, Inc. Experience September 2014 - Present
Job Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
CPRF   May 2009 - July 2014
Ford Motor Credit Company  1996 - 2002

Skills
Public Speaking, Nonprofits, Leadership, Community Outreach, Microsoft Office, Customer Service, Program Management, Event Planning, Fundraising, Volunteer Management

Education
Briar Cliff University
Bachelor of Arts (BA), English Language and Literature/Letters

Wichita State University
Master of Business Administration (MBA), Accounting and Finance

Michael Severance MSFS,CFP®,CLU®,ChFC®,CFS®,AEP® Michael Severance MSFS,CFP®,CLU®,ChFC®,CFS®,AEP® Greater Minneapolis-St. Paul Area Details
Michael Severance MSFS,CFP®,CLU®,ChFC®,CFS®,AEP®'s Voya Financial Advisors, Inc. Experience November 1981 - Present
Job Investment Adviser Representative of Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   November 1981 - Present
Integrated Inc. - Wealth Advisors   November 1981 - Present
TBA Marketing (Tires Plus)   April 1979 - November 1981
Union Oil Company  April 1976 - April 1979

Education
The Ohio State University   1971 — 1976
Bachelor of Science, Finance & Real Estate

The American CollegeBryn Mawr, PA   2000 — 2001
MSFS - Master of Science in Financial Services, Financial Planning and Services

College for Financial Planning   1985 — 1986
CFP® - Certified Financial Planner

The American College Bryn Mawr, PA   1983 — 1985
CLU® - Chartered Life Underwriter

The American College Bryn Mawr, PA   1983 — 1985
ChFC® - Chartered Financial Consultant

Institute of Business and Finance   2000 — 2000
CFS® - Certified Fund Specialist

The American CollegeBryn Mawr, PA   1999 — 2001
AEP® - Accredited Estate Planner, Estate Planning

Connie Koehne Connie Koehne Green Bay, Wisconsin Area Details
Connie Koehne's Voya Financial Advisors, Inc. Experience January 2015 - Present
Job Adminstrative Assistant to H. Jack Koehne, CFP®, E.A. at Voya Financial Advisors, Inc.
Industry Construction
Experience
Voya Financial Advisors, Inc.   January 2015 - Present
Koehne Accounting & Tax Solutions LLC   January 2015 - Present
Schneider National  September 2010 - May 2015
Ark Homes Inc   May 1992 - September 2010

Education
Northeast Wisconsin Technical College   1986 — 1988
ADMINISTRATIVE ASSISTANT, Business Administration and Management, General

Susan Crane Susan Crane Greater Minneapolis-St. Paul Area Details
Susan Crane's Voya Financial Advisors, Inc. Experience June 2014 - September 2015
Job Searching for a better opportunity
Industry Investment Management
Experience
Voya Financial Advisors, Inc.   June 2014 - September 2015
ASIS, LLC   June 2011 - June 2014
EFS Advisors, LLC   July 2012 - December 2012
ING Financial Partners/Voya Financial Advisors   August 2004 - January 2012
Focus Financial Network, Inc.   January 2003 - January 2004
Morgan Stanley  January 2000 - January 2003
Norwest Mortgage  January 1998 - January 2000
US Homes Corporation   January 1988 - January 1992
Bear Stearns, Inc.   January 1983 - January 1988
Voya Financial  1900 - 1900

Skills
Financial Services, Leadership, Marketing, Sales, Negotiation, Insurance, Investments, Strategic Planning, Customer Service

Education
Normandale Community College

Tom Berg, CRPC® Tom Berg, CRPC® Minneapolis, Minnesota Details
Tom Berg, CRPC®'s Voya Financial Advisors, Inc. Experience June 2003 - Present
Job Investment Advisor Representative with Voya Financial Advisors, Inc & Vice President of Integrated, Inc. Wealth Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   June 2003 - Present
Integrated, Inc. Wealth Advisors   2003 - Present

Education
College for Financial Planning   2011 — 2012
Chartered Retirement Planning Councelor

Franciscan University of Steubenville   1999 — 2003

Academy of Holy Angels   1995 — 1999

Alex Lee , CFP®, ChFC Alex Lee , CFP®, ChFC Greater Chicago Area Details
Alex Lee , CFP®, ChFC's Voya Financial Advisors, Inc. Experience June 2007 - Present
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   June 2007 - Present

Education
University of Illinois at Urbana-Champaign   1990 — 1993

J. Brock McClain, CFP® J. Brock McClain, CFP® Leawood, Kansas Details
J. Brock McClain, CFP®'s Voya Financial Advisors, Inc. Experience July 2010 - Present
Job Investment Advisor Representative at VOYA Financial Advisors, Inc.
Industry Financial Services
Experience
VOYA Financial Advisors, Inc.   July 2010 - Present
Investment Planners  July 2009 - July 2010
RBC Insurance  October 2004 - May 2009
RBC Insurance  April 2007 - December 2007
RBC Insurance  October 2004 - December 2007
American Century Investments  February 2004 - October 2004

Education
The University of Kansas   1999 — 2003
BS, Business - Finance Emphasis

Nancy Bidrowski Nancy Bidrowski Lincoln, Nebraska Area Details
Nancy Bidrowski's Voya Financial Advisors, Inc. Experience 1999 - Present
Job Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   1999 - Present

Education
University of Nebraska-Lincoln   1978 — 1981
BS, Agronomy

James Gemmill, CRPC® James Gemmill, CRPC® Minneapolis, Minnesota Details
James Gemmill, CRPC®'s Voya Financial Advisors, Inc. Experience January 2002 - Present
Job Investment Advisor Representative at ING Financial Partners
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2002 - Present
Gemco Agri Inc.   August 1995 - December 2001
Westway Trading Corp.   June 1977 - July 1995

Education
College for Financial Planning   2006 — 2007
Chartered Retirement Planning Counselor

North Dakota State University   1973 — 1977
Bachelor of Science (BS), Animal Sciences

Nathan Wollenberg Nathan Wollenberg Lancaster, Ohio Details
Nathan Wollenberg's Voya Financial Advisors, Inc. Experience 2009 - Present
Job Financial Advisor of JC Wealth Management Group, LLC
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   2009 - Present
The Breathing Association  December 2006 - January 2009
Jones, Cochenour & Co.   September 2006 - December 2006

Education
Tiffin University   2002 — 2006
BS, Business Administration

Donna Sweeney Donna Sweeney Albany, New York Area Details
Donna Sweeney's Voya Financial Advisors, Inc. Experience September 1997 - Present
Job Key Account Manager, Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 1997 - Present
ING Financial Partners  September 1997 - September 2014
The Ayco Company  January 1990 - June 1996

Education
Siena College   1986 — 1989
BA, Finance

CERTIFIED FINANCIAL PLANNER™ Certification

Series 7, 24 & 63

Stanley R. Taylor Stanley R. Taylor Indianola, Iowa Details
Stanley R. Taylor's Voya Financial Advisors, Inc. Experience December 2007 - Present
Job Taylor'd Financial Services
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   December 2007 - Present
Taylor'd Financial Services   January 1983 - Present

Education
Iowa State University
Agriculture, Agriculture Operations, and Related Sciences

Stan Bumgarner Stan Bumgarner Hickory, North Carolina Details
Stan Bumgarner's Voya Financial Advisors, Inc. Experience May 2006 - Present
Job Investment Advisor Representative at Voya Financial Advisors, Inc. (www.StanBumgarner.com)
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   May 2006 - Present
UBS Financial Services, Inc.   January 2000 - April 2006
J.C. Bradford & Co.   January 1990 - December 2000

Education
Lenoir-Rhyne College   1963 — 1966
BA, Music

Rodney Clarke Jones, CLU,ChFC,CFS,CFP Rodney Clarke Jones, CLU,ChFC,CFS,CFP Norman, Oklahoma Details
Rodney Clarke Jones, CLU,ChFC,CFS,CFP's Voya Financial Advisors, Inc. Experience March 2000 - Present
Job Managing Director, Voya Financial Adviors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   March 2000 - Present
Wall Street Insurance, LLC   October 2013 - Present
Wall St. Brokerage, LLC   January 2001 - Present

Skills
Series 7, Series 24, Series 65, Property & Casualty..., Life Insurance, Municipal Bonds, Certified Financial..., Investment Advisory

Education
East Central University   1971 — 1974
Bachelor's Degree, Pyschology & Sociology, 3.9 GPA

College for Financial Planning
Certified Financial Planner, Financial Planning and Services

Institute of Business and Finance
Certified Fund Specialist, Financial Planning and Services

The American College
Chartered Financial Consultant, Financial Planning and Services

The American College
Chartered Life Underwriter, Financial Planning and Services

Jason DeMarre Jason DeMarre Kirkland, Washington Details
Jason DeMarre's Voya Financial Advisors, Inc. Experience January 2008 - Present
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2008 - Present

Education
San Diego State University-California State University   2003 — 2005
Bachelor of Science (B.S.), Finance, General

Santa Barbara City College   2001 — 2003

Azusa Pacific University   2000 — 2001

Issaquah High School

Heather Matheney Heather Matheney Cookeville, Tennessee Details
Heather Matheney's Voya Financial Advisors, Inc. Experience January 2015 - Present
Job Investment Advisor Representative of Voya Financial Advisors, Inc./Junior Partner for Cantrell Financial Services
Industry Financial Services
Experience
Cantrell Financial Services   January 2015 - Present
Voya Financial Advisors, Inc  January 2015 - Present
Voya Financial Advisors, Inc.   March 2002 - December 2014

Education
Tennessee Technological University - College of Business Administration   2001 — 2003
Bachelors, Finance

Roane State Community College   1999 — 2001
Associates, Business

Dale Handley Dale Handley Coralville, Iowa Details
Dale Handley's Voya Financial Advisors, Inc. Experience May 2011 - Present
Job Investment Advisor Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   May 2011 - Present
Siegel and Handley Rentals   December 2012 - Present
Burrier Fitness   February 2011 - September 2011
City of Marion, Iowa  May 2005 - August 2008

Skills
Strategic Financial...

Education
Coe College   2008 — 2012
Bachelor of Arts, Business Administration, Economics

Brett Phillips Brett Phillips Dallas/Fort Worth Area Details
Brett Phillips's Voya Financial Advisors, Inc. Experience March 2013 - Present
Job Investment Advisor Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   March 2013 - Present
Lincoln Financial Advisors Corp.   September 2011 - February 2013
UT Southwestern Medical Center  May 2006 - September 2011
MetLife  June 2005 - May 2006
DST Systems  July 2000 - June 2005
Aegis Communications  June 1997 - July 2000

Education
Kansas State University
Bachelor of Science

Paul Gustafson Paul Gustafson Tulsa, Oklahoma Area Details
Paul Gustafson's Voya Financial Advisors, Inc. Experience July 1997 - Present
Job Financial Adviser, Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   July 1997 - Present
Freedom Financial Strategies, Inc.   January 1998 - Present
Financial Advisor Network, LLC   June 2008 - Present

Skills
Securities, Insurance, Financial Analysis, Strategic Planning, Customer Service, Public Speaking, Coaching, Retirement Planning, Leadership, Leadership Development, Finance, Investment Advisory, Team Building, Entrepreneurship

Education
University of Oklahoma   1970 — 1974
Bachelor of Science (BS), Chemical Engineering

S. Lujuana Bull, CLU, ChFC S. Lujuana Bull, CLU, ChFC Fresno, California Details
S. Lujuana Bull, CLU, ChFC's Voya Financial Advisors, Inc. Experience January 2004 - Present
Job Investment Adviser Representative of Voya Financial Advisors, Inc. Bull Financial & Insurance Services
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2004 - Present
Locust Street Securities, Inc.   September 1990 - December 2003
Fresno County Sheriff's Department  1978 - 1982

Education
The American College   2000 — 2003
Chartered Financial Consultant

The American College   1990 — 1993
Chartered Life Underwriter

Timothy J. Moore, Sr. Timothy J. Moore, Sr. Washington D.C. Metro Area Details
Timothy J. Moore, Sr.'s Voya Financial Advisors, Inc. Experience May 2000 - Present
Job Investment Adviser Representative of Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   May 2000 - Present

Education
Mount Saint Mary's College
Bachelor of Science (B.S.), Business + Economics

Darla Wise Darla Wise Williamsport, Pennsylvania Area Details
Darla Wise's Voya Financial Advisors, Inc. Experience June 2010 - Present
Job Registered Representative
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   June 2010 - Present
A Family Mortgage Company Inc   July 2005 - June 2010

Skills
Fixed Annuities, Mutual Funds, Life Insurance, Strategy, Public Speaking, Finance, Financial Planning, Retirement Planning

Education
Bloomsburg University of Pennsylvania   1982 — 1986
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Bloomsburg University of Pennsylvania   1982 — 1986
Bachelor's degree, Business/Corporate Communications

Kevin Wittrock Kevin Wittrock Edmond, Oklahoma Details
Kevin Wittrock's Voya Financial Advisors, Inc. Experience January 1998 - Present
Job Voya Financial Advisors, CFP
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 1998 - Present
Healthcare Oklahoma   January 1997 - September 1998
First Bank of Okarche   1985 - 1992

Education
Oklahoma State University   1977 — 1982

Adam Van Dyke Adam Van Dyke Huntington Beach, California Details
Adam Van Dyke's Voya Financial Advisors, Inc. Experience June 2013 - Present
Job Investment Adviser Representative at ING Financial Partners, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   June 2013 - Present
Wall Street Financial Group, Inc.   August 2005 - June 2013
American Express Financial Advisors  July 1998 - July 2005

Education
Pepperdine University   1988 — 1992
Bachelor of Arts (B.A.), Biology / Asian Studies

Tokyo International University   1991 — 1991
Japan Studies Program diploma, Japanese Studies

Baylor College of Medicine   1990 — 1990
DeBakey Summer Surgical Clerkship, General Surgery

Don Olivett Don Olivett Emporium, Pennsylvania Details
Don Olivett's Voya Financial Advisors, Inc. Experience September 2006 - Present
Job Voya Financial Advisors, Inc.
Industry Investment Management
Experience
Voya Financial Advisors, Inc.   September 2006 - Present
State Farm Insurance  October 2005 - September 2007
Adelphia Communications  July 1999 - October 2005

Education
Lock Haven University of Pennsylvania   1963 — 1964
Bachelor of Science - Education, Political Science

West Virginia University   1960 — 1962

Donald Olivett Donald Olivett Emporium, Pennsylvania Details
Donald Olivett's Voya Financial Advisors, Inc. Experience September 2006 - Present
Job
Industry
Experience
Voya Financial Advisors, Inc.   September 2006 - Present

Education
Lock Haven University of Pennsylvania   1963 — 1964
Bachelor's Degree

West Virginia University   1960 — 1963

Don Meade Don Meade North Charleston, South Carolina Details
Don Meade's Voya Financial Advisors, Inc. Experience April 2013 - Present
Job Financial Advisor at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   April 2013 - Present
Edward Jones  November 1996 - March 2013

Skills
Strategic Financial..., Retirement Planning, Series 7, Retirement, IRAs, Investment Advisory, Wealth Management, Fixed Annuities, Mutual Funds, 401k Rollovers, College Savings Plans, Wealth Accumulation, Series 63, Asset Allocation, Long Term Care Insurance, Saving for Education, 529 Plans, Retirement Plan..., Variable Annuities, Roth IRA, Series 65, Wealth Management..., Financial Planners, Separately Managed..., Life & Health Insurance..., ETFs, Series 6, Trust Services, SEP IRA, 403 b, Securities, Personal Finance, Financial Goals, Municipal Bonds, 401k, Long-term Care, Simple IRA, Financial Advisory, Rollovers, Investment Advisory..., Retirement Savings, Income Protection, Investment Strategies, Estate Planning, Personal Financial..., Qualified Retirement..., FINRA, Wealth, Certified Financial..., Finance

Education
Lincoln Memorial University   1990 — 1992
M.Ed., Curriculum and Instruction

The University of Virginia's College at Wise   1987 — 1990
BA, History

Beth Moores, CRPC Beth Moores, CRPC Cedar Rapids, Iowa Area Details
Beth Moores, CRPC's Voya Financial Advisors, Inc. Experience March 2010 - Present
Job Owner & Founder of Beth Moores Financial, LLC.,
Industry Financial Services
Experience
Beth Moores Financial, LLC.   August 2014 - Present
Voya Financial Advisors, INC.   March 2010 - Present
Corridor Business Networking Group   June 2014 - Present
Cedar Rapids Metro Economic Alliance  October 2012 - Present
First Iowa Insurance   May 2005 - February 2010
Farmers Insurance  April 2002 - May 2005
Department of National Defence  August 2000 - March 2002

Skills
Small Business, Investment Advisory..., Investments, Strategic Planning, Financial Analysis, Retirement Planning, Leadership, Management, Team Building, Public Speaking, Customer Service, Marketing Strategy, Sales, Marketing

Education
University of Maryland Baltimore County   2000 — 2002
Bachelor's Degree, Business Administration and Management, General

City Colleges of Chicago-Richard J Daley College   1990 — 1992
Associate's Degree, Business Administration and Management, General

Nehal Thaker, CRPC Nehal Thaker, CRPC Woodbridge, New Jersey Details
Nehal Thaker, CRPC's Voya Financial Advisors, Inc. Experience April 2015 - Present
Job Investment Adviser Representative at Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   April 2015 - Present
VOYA Financial  January 2014 - April 2015
VALIC  August 2010 - December 2013
ING  July 2004 - August 2010
ING  January 2000 - January 2004
Citibank  January 1999 - January 2000
Prudential  January 1998 - January 1999
Prudential  January 1997 - January 1998
Aetna Financial Services  1995 - 1997

Skills
401k, Investments, Retirement, Relationship Management, Retirement Planning, Series 63, Financial Advisory, Mutual Funds, Series 6, Financial Services, Employee Benefits, Wealth Management, New Business Development, Insurance, Series 7, Series 24, Pensions, Business Planning, Securities, Management, Finance, Training, Defined Contribution, Asset Allocation, FINRA, Sales Management, Public Speaking, Selling, Sales, Sales Operations, Mergers & Acquisitions, Fixed Annuities, Series 65, Customer Service, Customer Relations, Consultative Selling

Education
Central Connecticut State University   1992 — 1996
Bachelor of Science Degree, Finance

J. Timothy Thurston J. Timothy Thurston Greenwood, Indiana Details
J. Timothy Thurston's Voya Financial Advisors, Inc. Experience May 2014 - Present
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   May 2014 - Present
Thurston Consulting, LLC   January 2013 - Present
G & S Research, Inc.   1998 - 2012
The Market Solutions Group   1993 - 1998
Winona Research  1991 - 1993
Walker Information  1989 - 1991

Education
University of St. Thomas

Macalester College
BA

Brebeuf Jesuit

WALTER HARRISON, CLU®, RFC®, CFP® WALTER HARRISON, CLU®, RFC®, CFP® Yelm, Washington Details
WALTER HARRISON, CLU®, RFC®, CFP®'s Voya Financial Advisors, Inc. Experience February 1995 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Insurance
Experience
Financial Partners, Inc.   January 2004 - Present
Voya Financial Advisors, Inc.   February 1995 - Present
Bratud Middleton Insurance Brokers   January 1984 - January 2004
Harrison & Associates   February 1976 - January 1984

Education
The American College   1983 — 1987
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services

James Underhill, CFP® James Underhill, CFP® Tucson, Arizona Details
James Underhill, CFP®'s Voya Financial Advisors, Inc. Experience January 2000 - Present
Job Certified Financial PlannerTM at Underhill Financial Advisors, LLC.
Industry Investment Management
Experience
Underhill Financial Advisors, LLC   January 2000 - Present
Voya Financial Advisors, Inc.   January 2000 - Present

Skills
Strategic Planning, Finance, Financial Advisory, Small Business, Estate Planning, Portfolio Management, Team Building, Marketing, Public Speaking, Customer Service

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1987 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Missouri-Columbia   1979 — 1983
Bachelor of Science (B.Sc.), Mechanical Engineering

Marisa Sacks Marisa Sacks Honolulu, Hawaii Details
Marisa Sacks's Voya Financial Advisors, Inc. Experience 2001 - Present
Job Financial Adviser at VOYA Financial
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   2001 - Present

Education
University of Hawaii at Manoa
Bachelor of Arts (B.A.), Speech Communication and Rhetoric

Myles Zlepper Myles Zlepper Saint Louis, Missouri Details
Myles Zlepper's Voya Financial Advisors, Inc. Experience September 2002 - Present
Job Investment Advisor Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2002 - Present

Skills
Retirement Planning, Retirement, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Investment Advisory

Education
University of Missouri-Columbia   1983 — 1987
Accounting and Finance

Jacquelin Crosson Jacquelin Crosson Fall River, Massachusetts Details
Jacquelin Crosson's Voya Financial Advisors, Inc. Experience March 2015 - Present
Job Director Of Operations
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   March 2015 - Present
Investors Capital Corp  September 2009 - March 2015
LPL Financial  April 1991 - September 2009

Education
Roger Williams University
Accounting

Craig Friedrichsen Craig Friedrichsen Topeka, Kansas Area Details
Craig Friedrichsen's Voya Financial Advisors, Inc. Experience September 2014 - Present
Job CERTIFIED FINANCIAL PLANNER at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
ING Financial Partners  October 2008 - September 2014
H&R Block Financial Advisors  January 2006 - October 2008

Education
Iowa State University   1978 — 1982
BS, Journalism & Mass Communications

Edward Dougherty Edward Dougherty Cedar Rapids, Iowa Area Details
Edward Dougherty's Voya Financial Advisors, Inc. Experience September 2009 - Present
Job Registered Representative
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2009 - Present
Wells Fargo Investments  August 2002 - September 2009

Education
Northeastern University   1982 — 1985

Kim Kendrot Kim Kendrot Boca Raton, Florida Details
Kim Kendrot's Voya Financial Advisors, Inc. Experience 2006 - 2015
Job Financial Advisor at Generations Wealth Advisors
Industry Financial Services
Experience
Generations Wealth Advisors   2015 - Present
Financial Awareness Group, Inc.   1980 - Present
Voya Financial Advisors, Inc.   2006 - 2015
K&K Accounting & Tax Service   1982 - 1995

Skills
Financial Planning, Investments, Finance, Securities, Insurance, Strategy, Management, Retirement Planning, Financial Analysis, Portfolio Management

Education
Churchville-Chili   1973 — 1977

Florida Atlantic University

Samuel Brint Samuel Brint Greater Philadelphia Area Details
Samuel Brint's Voya Financial Advisors, Inc. Experience October 2014 - Present
Job Registered Representative at Voya Financial Advisors, Inc.
Industry Accounting
Experience
Voya Financial Advisors, Inc.   October 2014 - Present
Samuel M Brint CPA, MST   September 1988 - Present
Segal and Brint LLC   January 2005 - May 2012
Temple University  September 2003 - May 2011

Education
Temple University - Fox School of Business and Management   1976 — 1979

Jeffrey M. Berg, CLU, ChFC Jeffrey M. Berg, CLU, ChFC Greater Minneapolis-St. Paul Area Details
Jeffrey M. Berg, CLU, ChFC's Voya Financial Advisors, Inc. Experience 1995 - Present
Job President & Founder of Integrated, Inc. Wealth Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   1995 - Present
Integrated, Inc. - Wealth Advisors   1992 - Present

Skills
http://thecatholicspirit..., New Business Development, Program Management, Strategic Planning, Fixed Annuities, Retirement Planning, Public Speaking, Series 7, Life Insurance, Estate Planning, Investments, Pensions, Wealth Accumulation, Financial Advisory, IRAs, Wealth, Securities

Education
St. Cloud State University   1961 — 1965

The American College   1965 — 1969
CLU & ChFC

Chris Tortora Chris Tortora Greater New York City Area Details
Chris Tortora's Voya Financial Advisors, Inc. Experience September 2014 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
ING Financial Partners  December 2007 - September 2014
JPMorgan Chase  May 2001 - January 2007
US Bancorp Piper Jaffray  January 1999 - May 2001

Education
Quinnipiac University   1988 — 1992
Bachelor of Science (BS), Economics

Paul Sprague Paul Sprague San Diego, California Details
Paul Sprague's Voya Financial Advisors, Inc. Experience September 2014 - Present
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
ING Financial Partners  December 2007 - August 2014
ING Financial Partners  March 2004 - December 2007
ING U.S.   January 2002 - March 2004
Aetna Financial Services  July 1999 - January 2002
MetLife  March 1992 - June 1999

Education
Bentley University   1982 — 1986

Steve Bruch Steve Bruch Greater Grand Rapids, Michigan Area Details
Steve Bruch's Voya Financial Advisors, Inc. Experience October 2006 - Present
Job .
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   October 2006 - Present

Education
Grand Valley State University   1995 — 2000

Jim Molster Jim Molster Greater Chicago Area Details
Jim Molster's Voya Financial Advisors, Inc. Experience February 2004 - Present
Job Investment Advisor Representative Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   February 2004 - Present

Education
Boston University   1987 — 1990
BA

St. Stephen's

Anthony Oliveri Anthony Oliveri West Palm Beach, Florida Area Details
Anthony Oliveri's Voya Financial Advisors, Inc. Experience July 2005 - Present
Job Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   July 2005 - Present

Education
American University   1994 — 1998
Bachelor’s Degree

Cory A. Marchbanks, CFP® Cory A. Marchbanks, CFP® New York, New York Details
Cory A. Marchbanks, CFP®'s Voya Financial Advisors, Inc. Experience July 2008 - Present
Job Investment Adviser Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   July 2008 - Present

Education
DePaul University   2012 — 2013
Financial Planning Certificate Program

University of Missouri-Columbia, College of Business   2004 — 2008
Bachelor's Degree, Business Administration

Università degli Studi di Bergamo   2007 — 2007
International Marketing

Howard Nellhaus,CRPC®, CFP®, ChFC® Howard Nellhaus,CRPC®, CFP®, ChFC® Greater Boston Area Details
Howard Nellhaus,CRPC®, CFP®, ChFC®'s Voya Financial Advisors, Inc. Experience January 2011 - Present
Job Investment Advisor Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2011 - Present
ING Financial Advisers, LLC  August 2002 - December 2010

Education
Boston University School of Law Graduate Tax Program
Master's degree, Taxation

Suffolk Law School
Doctor of Law (J.D.), Law (not a practicing attorney)

The George Washington University
Bachelor's degree, Urban Affairs

Ted Pedzich Ted Pedzich Baltimore, Maryland Area Details
Ted Pedzich's Voya Financial Advisors, Inc. Experience September 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
3d TC BDE (Expeditionary) US Army Reserve   November 2014 - Present

Skills
Asset Management, Financial Services, Variable Annuities, Fixed Annuities, Life Insurance

Education
Trident University International   2003 — 2006
Master of Business Administration (M.B.A.), Finance, General

The American College
ChFC, Financial Planning and Services

Towson University
Bachelor's Degree

Dale R. Whiting, CLU Dale R. Whiting, CLU Des Moines, Iowa Details
Dale R. Whiting, CLU's Voya Financial Advisors, Inc. Experience January 2004 - Present
Job Investment Adviser Representative of Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2004 - Present
Dale R. Whiting & Associates   1984 - Present

Education
Cedarville University
NG

Drake University
BME, Education

LASHON MATHIS LASHON MATHIS Orange County, California Area Details
LASHON MATHIS's Voya Financial Advisors, Inc. Experience August 2014 - Present
Job OSJ Supervisor/Office Manager at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   August 2014 - Present
PIMCO  April 2011 - July 2014
JP Morgan Chase, formerly WaMu Investments, Inc   January 2001 - January 2009
Wamu Investments, Inc.   January 2001 - January 2003
Citistreet, Inc. a division of Citigroup   January 1999 - January 2000

Skills
Training, Financial Risk, Finance, Investments, Team Leadership, Business Process..., Securities, Insurance, Risk Management, Strategic Financial..., Financial Services, Mutual Funds, Leadership, Portfolio Management, Analysis, Process Improvement, FINRA, Series 63, Trading, Series 7, Wealth Management, Asset Management

Education
California State University-Long Beach - College of Business Administration   1995 — 1998
BA, Business Adminsitration, Finance

Golden West College
Certificate, Accounting

California State University of Long Beach
Bachelor of Science, Business Administration, Finance Concentration

R. Christopher Duckworth, CLU R. Christopher Duckworth, CLU Columbus, Ohio Area Details
R. Christopher Duckworth, CLU's Voya Financial Advisors, Inc. Experience April 2005 - Present
Job Investment Adviser Representative for Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   April 2005 - Present

Education
Ohio University

Denise Daugherty Denise Daugherty Des Moines, Iowa Area Details
Denise Daugherty's Voya Financial Advisors, Inc. Experience September 2013 - Present
Job Senior Compliance Analyst at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2013 - Present
Brokers International Financial Services, LLC  April 2011 - August 2013
ING Financial Partners  December 2006 - April 2011
ING Financial Partners  May 2005 - December 2006
Princor Financial Services   September 2000 - May 2005

Skills
Series 63, Series 24, Series 7, Team Building

Education
University of Iowa   1990 — 1994
Bachelor, Business Adminstration

Luke Rudolph Luke Rudolph Phoenix, Arizona Details
Luke Rudolph's Voya Financial Advisors, Inc. Experience January 2013 - Present
Job Risk Consultant
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2013 - Present
AIG Advisor Group  June 2012 - January 2013
AIG Advisor Group  October 2006 - June 2012
UBS Financial  2003 - 2006

Education
Southern New Hampshire University   2014 — 2015
Master of Business Administration (MBA), Finance, General

Fairleigh Dickinson University   2001 — 2005
BS, Finance

Carmen M. Wu, CRPC® Carmen M. Wu, CRPC® Washington D.C. Metro Area Details
Carmen M. Wu, CRPC®'s Voya Financial Advisors, Inc. Experience August 2007 - Present
Job Financial Advisor at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   August 2007 - Present

Skills
Retirement Planning, Finance, Retirement, Securities, Investment Advisory, Investments, Strategic Planning, Wealth Management, Public Speaking, Asset Management, Financial Analysis, Leadership, Financial Planning, Strategic Financial..., Customer Service, Leadership Development

Education
University of Southern California   1981 — 1983
BA, Political Science/International Relations

Debra Loucks Debra Loucks Cleveland/Akron, Ohio Area Details
Debra Loucks's Voya Financial Advisors, Inc. Experience March 1988 - Present
Job Marketing Consultant at ING Financial Partners
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   March 1988 - Present

Education
Wright State University   1985 — 1987
None, Business

Community College of the Air Force   1984 — 1987
Associate Degree Administrative Management, Business

Kent State University   1981 — 1982
None, Accounting

Justin Gore Justin Gore Charleston, South Carolina Area Details
Justin Gore's Voya Financial Advisors, Inc. Experience 1999 - Present
Job Investment Advisor at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   1999 - Present

Education
Charleston School of Law   2004 — 2008
Doctor of Law (J.D.)

College of Charleston   1992 — 1996
Bachelor of Arts (B.A.)

Joseph Hansen, MBA Joseph Hansen, MBA Woodbury, New York Details
Joseph Hansen, MBA's Voya Financial Advisors, Inc. Experience March 2015 - Present
Job Financial Adviser at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
VOYA Financial Advisors, Inc.   March 2015 - Present
AXA Advisors  April 2013 - March 2015
LiRo Engineers, Inc   March 2007 - March 2013

Education
Dowling College   2010 — 2011
MBA, Corporate Finance

Saint John's University - Peter J. Tobin College of Business   2004 — 2008
Bachelors, Finance

Jason Smith, CFP® Jason Smith, CFP® Phoenix, Arizona Details
Jason Smith, CFP®'s Voya Financial Advisors, Inc. Experience January 2011 - Present
Job Investment Advisor Representative at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   January 2011 - Present

Education
Indiana University - Kelley School of Business
Master of Science (M.S.), Finance, General

Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies

Liberty University
Master of Arts (M.A.), Religion

University of Michigan
Bachelor of Arts (B.A.), Economics

Sandra Newell Sandra Newell Mountlake Terrace, Washington Details
Sandra Newell's Voya Financial Advisors, Inc. Experience September 2014 - Present
Job Office Manager at Bob Joki, CLU and Associates; Registered Principal
Industry Insurance
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
Bob Joki, CLU and Associates   1980 - Present
ING Financial Partners  December 2013 - August 2014

Education
FINRA   2010 — 2013
Finance

Grace Bible College
Associate of Arts (A.A.)

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