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James B. Giltner, CLU, CSSC Photo
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James B. Giltner, CLU, CSSC

Cleveland, Ohio

James B. Giltner, CLU, CSSC

President & CEO


Evergreen Structured Settlements Inc.

6500 Rockside Rd., Suite 370

Phone (216) 520-2160

Fax (216) 573-2777


James B. Giltner is a 1981 graduate of the Business School at The University of Dayton in Dayton, Ohio. While a student at The University of Dayton, he participated in various bands and orchestras while becoming an accomplished trumpet player.

Mr. Giltner joined Mutual of New York, MONY, immediately upon graduation. He has achieved numerous industry and company honors over the last two decades. While with MONY, Mr. Giltner served as Chairman of the Professional Development and Ethics and Liability Task Force Committees. He has held chairmanships and served as President of the Akron Association of Insurance and Financial Advisors.

Mr. Giltner has developed a practice that specializes in estate planning, executive benefits and pre-retirement planning. His clients include professionals, small business owners and professional sports teams.

While maintaining his practice, Mr. Giltner has become a Certified Structured Settlement Consultant. He has represented law firms and their clients in structured settlements in Ohio, Pennsylvania, New York, New Mexico, Georgia, Kentucky, Michigan, Florida, Maryland, Massachusetts and Illinois.

Mr. Giltner lives in Bath, Ohio with his wife Gail. Their six children are building their own careers and families. Gail and Jim cherish their big treasure of their children and six grandchildren.

Thomas Giltner, CSSC Photo
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Thomas Giltner, CSSC

Cleveland, Ohio

Thomas Giltner, CSSC

Executive Vice President


Evergreen Structured Settlements Inc.

6500 Rockside Rd., Suite 370

Phone (216) 520-2160

Fax (216) 573-2777


Tom, a native of Akron, OH, graduated from The University of Dayton with degrees in Finance and Entrepreneurship. While at The University of Dayton, Tom served as the Manager of The Davis Center of Portfolio Management, the nation's leading student investment platform. He also served as Chairman for R.I.S.E., the world's largest student invest forum. Through these experiences he had the opportunity to invest millions of dollars of the University's endowment and also had candid, one on one interactions with individuals like Ben Bernanke, Christopher Gardner, and Peter Coors.

Tom grew up with conversations of life insurance and financial planning all around him, as he is a third generation financial professional. He has had a strong affinity for helping families, individuals, and businesses reach financial goals from a very young age.

Tom felt drawn to the structured settlement arena by the prospect of helping those in the most vulnerable financial situations. As a Certified Structured Settlement Consultant, Tom has brought financial security and peace of mind to families that will last well into their future.

Tom lives in Akron, OH with his wife, Megan and two children.

C. Duncan Beard, CLU Photo
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C. Duncan Beard, CLU

Atlanta, Georgia

C. Duncan Beard, CLU


iTP Partners

11 Piedmont Center NE, Suite 111

Atlanta, GA 30305

Phone (404) 233-5586

Fax (404) 239-0418


Duncan is a lifetime member of the Million Dollar Roundtable, qualifying more than 40 consecutive years. He was the recipient of MONY's Jacob W. Schoul, Man of the Year Award in 1997. He has been a member of MONY's Field Advisory Board as Chairman and member. He is a Past President of the Atlanta Association of Life Underwriters, Board of Directors, AALU ’81-’87, Board of Directors, Atlanta CLU Chapter, ’91-’93. He is a Life Member of Life Leaders of Georgia and has coached youth baseball and football for many years.

Duncan lives in Atlanta with his wife of 40 years, Ellen. They have a grown son, Charles, and are proud grandparents of his perfect daughter, Amelie. An avid golfer and duck hunter, Duncan’s other outside activities include volunteer and past Board member of the Shepherd Center, member of The Lovett School Board of Trustees, a member of the Advisory Board and Board of Directors of Presbyterian Homes and a volunteer and Elder at Peachtree Presbyterian Church. Duncan has been active in fund raising for University of Georgia, Lovett School, Shepherd Center, Shepherd Foundation, Ducks Unlimited, Presbyterian Village and Peachtree Presbyterian Church.

Danny Farmer Photo
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Danny Farmer

Los Angeles, California

Danny Farmer

Vice President


Elkins Jones Insurance Agency Inc.
12100 Wilshire Blvd., Suite 300
Los Angeles, CA 90025
Phone (310) 207-9796

Fax (310) 207-5337


A native of Los Angeles, Daniel S. Farmer attended UCLA, where he was a four-year starter in both football and volleyball. As a volleyball standout, he was instrumental in helping UCLA win two National Championships in 1996 and 1998.

In football, Danny holds UCLA’s career record for receiving yardage and is in the top five in many receiving categories. He helped the Bruins win back-to-back Pac-10 Conference Championships in 1997 and 1998. While earning a degree in history, Danny also received an NCAA post-graduate scholarship, which is awarded to student athletes who excel academically and athletically in their final year of intercollegiate athletics.

Following his college career, Danny was an NFL wide receiver for the Pittsburgh Steelers, Cincinnati Bengals, Tampa Bay Buccaneers and Miami Dolphins.

After his retirement from the NFL, Danny started in the insurance business at Gilbert Krupin in 2007.  In 2011, Danny joined Parq Advisors in Beverly Hills.  In May of 2016, Danny joined the Elkins Jones Insurance Agency in West Los Angeles, where Danny and his team are responsible for providing insurance and risk management solutions to clients in a broad range of industries and disciplines.  Elkins Jones has a depth of expertise in many areas of personal/commercial insurance including real estate, private equity, technology, and entertainment.



Howard Rosenblatt Photo
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Howard Rosenblatt

Gainesville, Florida

Howard Rosenblatt

Of Counsel


Bogin, Munns & Munns, P.A.

2700 NW 43rd St., Suite C

Gainesville, FL 32606

Phone (352) 332-7688


PERSONAL
Born May 4, 1947, Jacksonville, Florida
Married to Eve Ackerman-February 22, 1976
Two sons, Raphael, born in 1983 and Micah, born in 1987

EDUCATION-ACADEMIC DEGREES
University of Florida - Bachelor of Arts in Education
University of Florida - Juris Doctor

EDUCATION-PROFESSIONAL DESIGNATIONS
Chartered Life Underwriter (CLU) - American College 1977
Chartered Financial Consultant (CHFC) - American College 1984
Life Underwriting Training Council Fellow (LUTCF) 1991

EXPERIENCE
Public School Teacher Stanton Vocational 1969-1970
Life Underwriter MONY 1970-Present
Registered Representative MONY 1974-Present
Attorney Private Practice 1983-Present
Assoc. Professor D.O.C.E., U. of F. 1974-Present
Instructor Life Underwriter Training Council 1974-Present

HONORS/AWARDS
Million Dollar Round Table - 15 qualifications - Life Member
Florida Blue Key - 1969-Present
Who's Who in Finance and Industry - 1993-Present
Who's Who in Law - 1990-Present
Who's Who in South and Southwest - 1985-Present
National Quality Award - 21 Qualifications
Health Insurance Quality Award - 12 Qualifications
Agent of the Year - Gainesville Association of Life Underwriters - 1974, 1984, 1987
Mutual of New York's President Council - 1984 - 1988
Mutual of New York's Top Club - 1979, 1983, 1990-1993, 1995-1996, 1998-2004
Mutual of New York's Field Club - 1974-1978, 1989, 1994
Leadership Gainesville - 1983 (Class X)
Outstanding Speaker - Florida Jaycees - 1983
Top Nine - United States Jaycees - 1983
Board Member of the year, Region II, Selective Service System - 2003 (one of three in the entire U.S.)

PROFESSIONAL
Gainesville Association of Insurance & Financial Advisors (formerly GALU) - 1971-Present
President - 1982-1983, 1983-1984

Florida Association of Insurance & Financial Advisors (formerly FALU) - 1971-Present
Vice President Region IV - 1987-1991

Society of Financial Service Professionals, Gainesville Chapter - 1977-Present
President - 1981-1982, 2001-2004

Estate Planning Council of Gainesville - 1977-Present
President - 1982-1983

Eighth Judicial Circuit Bar Association - 1983-Present
Board of Directors - 2004-2005

The Florida Bar - 1982-Present
Members Benefit Committee - 1985-2003, Chair - 1995-1996
Prepaid Legal Services Committee - 2003-Present

American Bar Association - 1982-Present

Phi Alpha Delta Law Fraternity International - 1978-Present
President, Fletcher Chapter - 1980

American Judicature Society - 1983-Present

CIVIC AND CHARITABLE
Alachua County U.S. Constitution Bicentennial Commission - 1986-1990
Chairman - 1986-1990

United States Jaycees - 1969-1990
Vice President, Gainesville Chapter - 1982-1983

Selective Service System, Local Board Member - 1987-Present
Chair - 2002-2004
Outstanding Board Member Region II

American Cancer Society Volunteer - 1982-Present
Board of Directors, Alachua County Unit - 1993-1998
District IV, Planned Giving Committee - 1993-1995

Planned Parenthood of North Central Florida
Board of Directors - 1994-2000
Treasurer - 1995-1996

B'nai B'rith - 1975-Present
President, Gainesville Lodge - 1976-1977, 1978-1979, 1994-Current

Congregation B'nai Israel - 1974-Present
President - 1993-1995
Youth Congregation Director - 1982-1988
Board of Directors - 1990-Present
Chair, Building Fund - 1996-Present
Cantor - 2003-Present

JCNCF - 1975-Present
Treasurer, Gainesville Jewish Appeal - 1985-1986
Vice President and Campaign Chairman - 1986-1987

Valentino Verrelli Photo
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Valentino Verrelli

New York, New York

Valentino Verrelli


333 Earle Ovington Blvd., Suite 1001

Uniondale, NY 11553

Phone (516) 358-3857

Fax (516) 358-3922

Fred W. Beltz Photo
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Fred W. Beltz

Rochester, New York

Fred W. Beltz


Beltz, Ianni, & Associates

180 Canal View Blvd., Suite 110

Rochester, NY 14623

Phone (585) 340-5204

Fax (585) 427-9956


Fred is a veteran of over forty years in the financial services industry. His practice is focused on the retirement plans, employee benefits and insurance needs of closely-held businesses and professional firms. Although primarily focused in Western New York, his business clients range throughout the Northeast. Fred and Bob Judd lead the Business Services Group.

Fred is a graduate of Georgetown University’s School of Foreign Service and has also attained the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) through the American College in Bryn Mawr, PA. Fred was awarded a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania and the Advest Institute at Harvard.

Fred is a past President of the Estate Planning Council of Rochester and has been a contributing author for the Rochester Business Journal, the Monroe County Medical Society Bulletin and the Northeastern Retail Lumber Dealers Lumber Co-Operator. Fred has been a featured speaker at the International Association of Financial Planners Symposium and the Estate Planning Council of Rochester.

Active in community affairs, Fred has served on various community boards including Garth Fagan Dance, Rochester Arts and Lectures, and a trustee of Paul Smith’s College. An avid golfer and collector of golf antiquities, he also serves as Historian for Oak Hill Country Club.

Fred Beltz is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.






Rebecca Harper Photo
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Rebecca Harper

Sacramento, California

Rebecca Harper


Harper-Davis Financial

1601 Response Rd., Suite 110

Sacramento, CA 95815

Phone (916) 614-7637

Fax (916) 921-2247


My career as a financial professional began in 1977. Driven by a strong desire to assist individuals in making well informed and thoughtful monetary choices is what first attracted me to the financial services industry. That desire is what has kept me motivated throughout my career. I work to help clients protect themselves, their families, and their businesses from the unexpected turns that life can often take, and give them the guidance necessary to plan for a solid financial future.

Whether you are interested in protection for your family, education funding for your children, a sound retirement, or the growth of your business, I can offer personalized guidance for each unique situation. I am a Retirement Planning Specialist with over 40 years of experience in providing financial advice to individuals like yourself. 

I have earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.  The Wharton School is recognized around the world for its academic excellence at every level of business education.  The certificate curriculum was developed for financial professionals to provide a higher level of preparation and knowledge to best serve the retirement planning needs of their valued clients.  This course of intensive study is taught by Wharton School faculty members. After completion of the initial program in May of 2004, I continue to attend an annual At Retirement forum featuring Wharton faculty and industry experts to further continue my retirement education. 

In addition to The Wharton School, I participate in the AXA Advisors Institute Program hosted by the Harvard Faculty Club at Harvard University.  The Institute Program offers 

sessions focused on the latest research and practices of experts from leading academic and financial communities.  The program provides a deeper understanding of asset allocation, wealth advisor strategies, portfolio management and effective client relationship systems.

Retirement planning has changed immensely in recent years resulting in the need for a financial professional who can thoroughly explain the many options available. Distribution planning has become much more critical as retirement years are often equivalent to the number of years spent working.  To ensure that your retirement monies last, proper planning of retirement money distribution has become increasingly critical.  In planning a client’s retirement strategy, I strive to maximize tax efficiency during the accumulation and preservation phases, and take into account income considerations during the distribution phase, providing a comprehensive approach to your retirement planning needs.


Education:
University of the Pacific
Bachelor of Arts Degree: Business Administration - Finance
Bachelor of Science Degree: International Business - Latin America

Graduate Studies:
The American College in Bryn Mawr, Pennsylvannia
University of Hermosillo, Sonora, Mexico

Wharton School of Business, University of Pennsylvania

AXA Institute at Harvard

Licenses:
Registered Representative, AXA Advisors, LLC
Securities registrations: FINRA series 6, 7 & 63
State of California Insurance License: #0541664



William "David" McLeod, Jr., CLU Photo
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William "David" McLeod, Jr., CLU

Ocala, Florida

William "David" McLeod, Jr., CLU


MassMutual

8413 SW 80th St., Suite 2

Ocala, FL 34481

Phone (352) 351-0500

Fax (352) 629-6500


Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English