People who do this every day, for families like yours.

Dina Mabry

Advisor

Over 20 years of experience

Dina Mabry, Principal of BGA Premier Insurance Solutions, specializes in comprehensive insurance planning for families and financial professionals. With over 20 years of experience, she is a subject matter expert in long-term care coverage, and hybrid solutions.

John Gillet

Advisor

Founder, Gillet Agency

John Gillet is the founder of Gillet Agency. John has specialized in Long-Term Care planning for over 15 years, Gillet Agency has been on a mission to empower families and individuals by providing comprehensive and reliable financial solutions for your insurance as well as retirement planning.

Ed Kelly, ChFC®, CLU®

Advisor

40 years of experience

Ed Kelly is a long-term care insurance and planning professional with 40 years of experience in financial planning and insurance. He helps clients, especially those ages 40–80+ and families already navigating care, create written, collaborative plans for long-term care, combining insurance strategies, family coordination, and specialist guidance to reduce financial and emotional stress.

Steve Durdin, RSSA®, CLTC®

Advisor

Steve enjoys helping individuals and families plan for retirement with clarity and confidence. He has seen firsthand how thoughtful planning can bring peace of mind - and how failing to prepare can have lasting consequences. As a Registered Social Security Analyst® and CLTC® professional, he integrates Social Security, investments, insurance, and long-term care into a coordinated strategy designed around each client’s goals.

Scott Zimmerman

Advisor

Scott Zimmerman is an independent insurance broker with over 35 years of experience helping families and business owners plan for life insurance, long-term care, disability, and legacy needs. Through his SAFE Framework and access to highly rated carriers, he creates personalized strategies to protect assets, preserve choice, and strengthen financial security.

Scott Leonardi

Advisor

Scott Leonardi is a Certified Financial Fiduciary with over 25 years of experience in retirement planning. Through his Complete Solutions concept and holistic planning approach, he helps individuals and businesses create step-by-step game plans to eliminate the worry of when to retire and running out of money.

Paul Solomon, CLTC®, CSA

Advisor

Paul Solomon brings more than 15 years of insurance experience, with a focus on long-term care coverage, annuities, and retirement planning. Holding CLTC and CSA designations, with experience supporting Medicaid planning alongside elder-law attorneys, Paul helps families make informed decisions about longevity, future care needs, and financial confidence in retirement. His approach is also informed by 12 years of personal experience caring for his parents as they lived with dementia and Alzheimer’s disease.

Ty LaVictoire

Advisor

Ty LaVictoire helps individuals and families prepare for the financial and personal impact of long-term care. A University of San Francisco graduate with Portfolio Medics, he guides clients through their coverage options and develops personalized strategies designed to protect assets, preserve independence, and provide greater confidence for the years ahead.

Phil Gallant

Advisor

Phil Gallant helps individuals and families with retirement and long-term care planning. He is a managing partner of The Optimus Group and holds the CLTC® designation.

Kevin Kimbrough

Advisor

Kevin Kimbrough works with financial advisors and their clients on life insurance, long-term care and longevity planning through The Kimbrough Team at The Pinnacle Group.

Will Barrett

Kathleen Kimbrough

Advisor

Kathleen Kimbrough supports financial advisors and their clients with life insurance, long-term care and longevity planning. She is a member of The Kimbrough Team and holds the CLTC® designation.