Next Exam Window 21-25 May, 2025

Categories
MQFP

Alan Nelson

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®

Categories
MQFP

Randy Gantt

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®

Categories
MQFP

Omen Quelvog

I decided to become a financial planner in 2019 after realizing this was a passion, not a job. As I researched the landscape of this industry, particularly those businesses that target the military with high-cost insurance and investment products, I decided to become a fee-only financial advisor to avoid the pressure of selling products and compromising client trust in my motives. I retired from the Marine Corps in 2024 and immediately began working for Clear Insight Wealth Management. I passed the Series 65 Uniform Investment Law exam in October 2023. I also passed the CFP® exam in March of 2023 and am working to complete my experience hours requirement. I became a Military Qualified Financial Planner® in November of 2024. I am a member of my local Financial Planning Association and the Military Financial Advisors Association. When I am not “nerding” out behind a spreadsheet, I’m usually with my wife, exploring our local city of Fredericksburg, Virginia. Family is an essential part of my life, and my grown children, being actors and musicians, theater and music are significant parts of my life as well. I am also a musician and serve in various capacities within our Fredericksburg, VA communities.

Firm Name
Clear Insight Wealth Management

Firm Website
www.myciwm.com

Phone Number
(571) 732-9856

E-mail
omen@myciwm.com

Credentials
MQFP®

Categories
MQFP

Doug Nordman

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.

Categories
MQFP

Andrew Stamp

Drew Stamp is a retired US Army Master Sergeant with over 10 years’ experience in the Special Forces. Additionally, he is a teacher, mentor, and coach who co-founded the Donovan & Bank Foundation, a resource that assists Special Operations servicemembers in their transitions from military service to civilian life and employment. Since providing his first finance class to his Special Forces team in Afghanistan in 2012, he has presented seminars to over 10,000 servicemembers ranging from cadets at Duke University to General Officers at FORSCOM. Andrew has a master’s degree in business administration (MBA), is a CERTIFIED FINANCIAL PLANNER® professional and carries the designations of Military Qualified Financial Planner® and Chartered Financial Consultant®. Through the Donovan & Bank Foundation and a partnership with Advisers Give Back, Drew is able to provide free planning services to servicemembers and veterans who are looking for CFP-level services but are unable to do so because of cost. Drew has a thorough understanding of military retirement & disability compensation, especially in the context of medical retirements both before and after 20 years of service. Drew is married with four children and lives in North Carolina.

E-mail
drew@donovanbank.org

Credentials
CFP®ChFC®

Categories
MQFP

Michael Hunsberger

Mike Hunsberger is the Founder and Owner of Next Mission Financial Planning. After his 25-year Air Force career, mainly in the cyber and communications career field, I decided I wanted to do something different.

I’ve always enjoyed financial planning for myself, friends, and family so I pursued my certifications and launched Next Mission when I retired. I primarily work with military members approaching military retirement and military retirees who are planning for ultimate retirement. I help clients build the life they want by balancing living today with building wealth for the future.

Firm Name
Next Mission Financial Planning

Firm Website

Next Mission Financial Planning

E-mail
mike@nextmissionfinancialplanning.com

Credentials
CFP®ChFC®CCFC