Specialty: Portfolio Management

MQFP

Greg Young

Post date May 31, 2025

You’ve led with purpose. Now it’s time to plan with purpose. I help military leaders—especially those approaching retirement or transitioning to their next mission—navigate complex financial decisions with clarity, confidence, and a plan aligned to what matters most. As a Navy veteran and CERTIFIED FINANCIAL PLANNER™ professional, I understand the unique intersection of military benefits, second-career income, and personal goals. I work closely with clients to integrate their resources, such as pensions, VA benefits, and Thrift Savings Plan allocations, into a cohesive strategy that reflects their values and vision for the future. Whether you’re evaluating civilian job offers, managing cash flow during the transition, or seeking to simplify your financial life, I’m here to help you chart a thoughtful course forward. Based in Rhode Island, I work virtually with military families across the country. Let’s build your next chapter—on your terms.

Address
North Kingtown, RI

Firm Name
Ahead Full Wealth Management, LLC

Firm Website
aheadfullwealth.com

Phone Number
(401) 584-0313

E-mail
gregy@aheadfullwealth.com

Credentials
CFP®
ChFC®

MQFP

Rob Moore

Post date May 29, 2025

Hi, Iʼm Rob. Iʼm the founder and owner of Everman Prosperity, a fee-only financial planning firm based in Northern Virginia. I started laying the foundation for Everman in 2021 with a clear mission: to build a service-first business rooted in integrity, trust, and a genuine desire to help others thrive financially. As a proud Army Veteran, service has always been at the heart of who I am. That same commitment drives the work I do every day. I hold the Military Qualified Financial Planner (MQFP®) designation and am currently a candidate for CFP® certification, which reflects my dedication to lifelong learning and the craft of financial planning.

At Everman Prosperity, I offer ongoing comprehensive financial planning services—including investment management, tax planning and preparation, estate and insurance planning, and budgeting and cash flow strategies. I specialize in working with military families and individuals transitioning into second careers or retirement, helping them navigate complex financial decisions with clarity and confidence. I live in Northern Virginia with my wife and our three teenage children. As a husband, father, veteran, and entrepreneur, Iʼve found my prosperity – let me help you find yours.

Address
Fairfax Station, VA

Firm Name
Everman Prosperity

Firm Website
prosperwitheverman.com

Phone Number
(571)244-1802

E-mail
Rob@prosperwitheverman.com

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

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

Adrienne Ross

Post date January 13, 2025

Adrienne Ross, AFC, CFP, ChFC is founding partner at Clear Insight Wealth Management, a firm dedicated to empowering clients to live a life they love. With over 15 years of experience, Adrienne is passionate about providing tailored strategies that align with her clients’ unique goals and values.

As a Certified Financial Planner™ (CFP), Accredited Financial Counselor® (AFC), and Chartered Financial Consultant® (ChFC), Adrienne brings a wealth of expertise to her practice. Her holistic approach ensures her clients feel confident and supported every step of the way.

Adrienne specializes in working with military and veteran business owners and federal employees helping them navigate complex financial landscapes, from tax-efficient investment strategies to retirement planning and wealth preservation. As a military spouse, she is committed to supporting fellow spouses. Committed to excellence, she is a trusted advisor who builds lasting relationships grounded in integrity and results.

Outside of her professional pursuits, Adrienne is an advocate for financial literacy and volunteers her time to educate under served communities about personal finance. She enjoys traveling, hiking, and spending time with her family. Adrienne’s dedication to her clients and her craft exemplifies her belief that financial success begins with clear insight and purposeful planning.

Firm Name
Clear Insight Wealth Management

Firm Website
www.myciwm.com

Phone Number
(509) 847-4079

E-mail
adrienne@myciwm.com

Credentials
AFC®CFP®ChFC®

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

Tell Us What You Think

Other Links and Resources

Next Exam Window 22-26 October, 2025

Military Qualified Financial Planner - MQFP

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP

Tell Us What You Think

Other Links and Resources