Male or Female: Male

MQFP

Joseph Brown

Post date May 7, 2025

Dr. Joseph D. Brown, CFP®, MQFP®, is a dedicated financial planner and founder of Always Ready Financial Planning LLC, specializing in personalized financial services for military personnel, veterans, and their families. With a particular focus on college planning and maximizing veterans’ benefits for education, he offers tailored strategies to promote long-term financial well-being.

Drawing from 25 years of service as a US Coast Guard officer, Dr. Brown brings a deep understanding of the unique financial challenges faced by the military community. His military career included key leadership roles and participation in significant operations such as OPERATION DEEP FREEZE and the Deep Water Horizon Oil Spill response.

Dr. Brown holds a Master’s in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Military Qualified Financial Planner™. He is also a visiting professor of personal finance at the US Coast Guard Academy, where he educates future officers on financial matters.

Outside of his professional endeavors, Dr. Brown resides in Westerly, RI, with his wife, Melissa, and their three children. He is passionate about ocean activities, woodworking, and golf.

MQFP

Daniel Huffman

Post date January 13, 2025

Hi! I help people achieve financial independence through real estate investing. Most of my clients want to achieve financial independence (FI) before traditional retirement ages, so we create a financial plan for early FI mostly centered around aggressive real estate and other investments while focused on helping you gain clarity on what your ideal life looks like and creating it now!

Address
COLORADO SPRINGS, CO

Firm Name
Cornerstone Financial Planning

Firm Website

Home

E-mail
dan@cornerstonefiplanning.com

Credentials
ChFC®

MQFP

Erik Baskin

Post date January 13, 2025

Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado Springs, Colorado focused on serving veteran families and business owners.

In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator in the Air Force. As I was sitting in my apartment in Cheyenne, Wyoming after work every day, I quickly realized that this wasn’t going to be a career for me. It was a great first job, but wasn’t my calling. I was captain of a Division I hockey team in college, and I still have that competitive drive that I need to harness into something.

I began building the groundwork for Baskin Financial Planning in early 2019 while getting my MBA, studying for and passing the CFP exam, then finally launching the business in 2021 all while serving on active duty.

When I’m not busy nerding out with clients on financial planning and investing, I keep busy by spending time with my wife Shelley and my Greyhound Annie, coaching hockey, working out, playing golf, hunting, going to country concerts, or reading a book outside on my favorite subject…personal finance.

Address
Colorado Springs, CO

Firm Name
Baskin Financial Planning

Firm Website
https://www.baskinfp.com/

Phone Number
(719) 203-1462

E-mail
erik@baskinfp.com

Credentials
CFP®

MQFP

Alan Nelson

Post date January 13, 2025

Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and military family members live their best and full rich lives. I enlisted in the Navy with the goals to serve our country, learn valuable skills, hopefully figure out what I wanted to pursue in life, and get my college education paid for, or at least get the GI Bill to assist with college later. I was fortunate to earn a commissioning program after a few years and went on to a career as a submarine officer. During my 25 years in the submarine force as a mustang officer, I strove to help my Sailors holistically – professionally, personally and of course, financially. I was frustrated by the predatory practices I saw impacting our military and their finances, so after transition I earned my CFP® to start my own fiduciary fee-only firm to support my tribe. Realizing how challenging career transition is from the military, I’ve spent years as a volunteer career transition coach and financial literacy educator and now combine these skills with comprehensive financial planning to help people navigate comfortably through all of life’s challenges and opportunities.

Address
Solana Beach, CA

Firm Name
Measured Money Maneuvers

Firm Website
https://measuredmoneymaneuvers.com/

Phone Number
(858) 432-9440

E-mail
alan@measuredmoneymaneuvers.com

Credentials
CFP®ChFC®

MQFP

Randy Gantt

Post date January 13, 2025

With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning and investment management, led him to form Fiduciary Wealth Group in 2019. Randy started his career with Fidelity Investments, working his way from the back office to a position as a High Net Worth relationship manager. After leaving Fidelity, Randy entered the Registered Investment Advisory world with a Cincinnati based firm as their Director of Financial Planning, and attained his Certified Financial Planner designation in 2008. Changing firms in 2011, he worked as a Senior Advisor for a Dayton RIA until founding his own firm to provide more individualized planning and investment management.

Randy is a 29 year United States Air Force Reserve/ Air National Guard veteran, and is currently serving as the Deputy Director for Maintenance Compliance, Air Mobility Command, Scott AFB, Illinois. His background provides him with unique experience and skills when it comes to planning for military members, and his passion to ensure every military member can obtain planning assistance is notable.

Randy holds a Bachelor’s in Business Administration from the University of Cincinnati with concentrations in Finance/Management, as well as a Master’s in Military Operational Art/Sciences, Air University, Maxwell AFB, Alabama.

Address
Dayton, OH

Firm Name
Fiduciary Wealth Group, LLC

Firm Website

Home

Phone Number
(855) 560-7171

E-mail
randy@fiduciarywealthgroup.com

Credentials
CFP®

MQFP

Omen Quelvog

Post date January 13, 2025

Hi, Iʼm Omen—a retired Marine with 25 years of enlisted and officer active duty service. As a Military Qualified Financial Planner (MQFP®), I blend technical expertise with firsthand insight into the unique challenges of military life. Iʼve felt the weight of an ill timed PCS, balanced a single income while raising a family, and navigated deployments that re write every budget line. Those experiences now fuel my mission: helping fellow service members, veterans, and their families build lives of purpose, peace, and financial freedom.

I started Formynder Wealth Management to serve clients the way I always believed they deserved—fee only, fiduciary, and 100 percent client focused. From the first conversation, we work to align your money with what matters most—whether thatʼs a smooth military to civilian transition, making work optional, launching a second act career, or giving generously from a place of abundance. Based in Fredericksburg, VA and operating 100 percent remotely, Formynder Wealth Management meets you wherever duty—or life—takes you, across the country or around the world. If you want a trusted partner who understands the military lifestyle firsthand and is committed to empathetic, disciplined, and compassionate guidance, Iʼm here to help you chart your course—and adjust as the mission changes.

Firm Name
Formynder Wealth Management

Firm Website
www.4myndr.com

Phone Number
(571) 732-9856

E-mail
omen@4mynder.com

Credentials
MQFP®

MQFP

Daniel Kopp

Post date January 13, 2025

Daniel Kopp, MA, MS, CFP ®, is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as military members organize their financial lives by aligning their money with their deeply-held values. He leverages his personal experiences as a widower and an Air Force veteran to offer a deeper level of engagement and connection with his clients. He is also an XYPN and NAPFA member as well as being a founding board member of Military Financial Advisors Association (MFAA). Daniel also hosts the podcast, Military to Financial Planner, to help fellow members of the military community on their career journey into the world of financial planning. His education includes his BS in Economics from Purdue University with highest distinction, an MA from American Military University, a Graduate Certificate from in Financial Therapy and an MS in Advanced Financial Planning from Kansas State University. Daniel is now married to his wife Anna, and lives in the Sarasota, Florida area along with their two sons where they love to explore new places, try interesting cuisines, play board games, and serve in their local church.

Firm Name
Wise Stewardship Financial Planning, LLC

Firm Website

Military Start Here

Phone Number
(857) 209-8437

E-mail
daniel@wisestewardshipfp.com

Credentials
CFP®MA, MS

MQFP

David Robinson

Post date January 13, 2025

I love helping people with money. Whether it’s coaching them through complex decisions, making a workable plan, or helping folks dig themselves out of a ton of debt, I love working with clients who are serious about improving their situation.

I served 12 years active duty and am familiar with the unique financial aspects of serving in the military and veteran life afterwards.

Currently, I’m offering financial counseling/coaching for FREE to military, vets, and families. My one request is that you put as much into the meetings as I do. This means showing up on time, homework done, fully focused and engaged. I work with clients looking to make REAL CHANGE. If that’s you, let’s have a chat!

Firm Name
Money With David

Firm Website
No website (yet)

Phone Number
(480) 516-9734

E-mail
david.robinson022814@gmail.com

Credentials
AFC®MQFP

MQFP

Doug Nordman

Post date January 13, 2025

Doug Nordman served for 20 years of active duty in the U.S. Navy’s submarine force and retired in 2002 at the age of 41. He and his spouse, a retired Navy Reservist, reached financial independence in 1999 on a high savings rate. They’ve lived in Hawaii for over 30 years, and their daughter Carol was born & raised on Oahu.
These days Doug enjoys surfing, grandparenting, slow travel, writing, public speaking, reading, home improvement, personal-finance meetups, and more surfing.
He’s the author of “The Military Guide To Financial Independence And Retirement” and founder of MilitaryFinancialIndependence.com. With his daughter Carol Pittner, he’s the co-author of “Raising Your Money-Savvy Family For Next Generation Financial Independence” through ChooseFI Media.
Military personal finance is an important family topic… almost as important as surfing. Doug donates all of his writing and speaking revenue to military-friendly charities.

Firm Name
The Military Guide

Firm Website
https://MilitaryFinancialIndependence.com

E-mail
NordsNords@Gmail.com

Credentials
Financially independent for over 20 years.

MQFP

Brian O’Neill

Post date January 13, 2025

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three master’s degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian maintains the following professional credentials in good standing: CFP®, EA, and MQFP® Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again.

Firm Name
Winged Wealth Management and Financial Planning LLC

Firm Website

The Fighter Pilot’s Financial Advisor

Phone Number
(850) 739-0331

E-mail
brian.oneill@wingedwealth.com

Credentials
CFP®, EA, MQFP®

Next Exam Window 22-26 October, 2025

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP

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