Next Exam Window 22-26 October, 2025

Categories
MQFP

Greg Young

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®

Categories
MQFP

Heidi Clemons

Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial coaching experience, she helps her clients learn more about their money habits and behaviors that are limiting them from reaching their financial goals. By exploring their money mindset, her clients often discover how financial trauma may have played a significant role in the way they view and handle their personal finances. Through discovery and open communication, she helps individuals and families develop strategies to address financial trauma and have a better relationship with money.

Heidi loves working with the military population, especially active duty and retired Service Members. Veterans also hold a special place in her heart as she understands how earned benefits from previous service can impact a veteran’s financial circumstances.

In her free time, Heidi and her husband enjoying traveling, cooking and spending time with family.

Address
Honolulu, HI

Firm Name
Managed Expectations

Firm Website
www.heidiclemons.com

Phone Number
(808) 518-8211

E-mail
heidi@heidiclemons.com

Credentials
AFC®

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

Adrienne Ross

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®

Categories
MQFP

David Robinson

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

Categories
MQFP

Doug Nordman

I don’t possess any of the listed credentials, but I helped develop the MQFP certification. I have over 25 years of experience with financial independence at the AFC level, and I’m happy to answer your questions for free.

Firm Name
The Military Guide

Firm Website
https://MilitaryFinancialIndependence.com

E-mail
NordsNords@Gmail.com

Credentials
Financially independent for over 20 years.

Categories
MQFP

Brian O’Neill

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®

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.

Address
Aberdeen, NC

E-mail
drew@donovanbank.org

Credentials
CFP®ChFC®

Categories
MQFP

Andi Wrenn

Andi Wrenn, AFC® has had a passion for helping people make sound financial decisions for two decades. She has a master’s in counseling, and is a Family Financial Mediation professional.

Andi is Past President of the AFCPE® Board of Directors, and recently retired from working in leadership in military contracts related to personal finance. She continues developing educational programs for CFP®, ChFC®, and AFC® continuing education and experience hour through her business Coaching Capability. She is a military financial subject matter expert after managing a large government contract for DoD from 2008-2023 providing financial education and counseling. She was awarded 2021 Outstanding Education of the Year program from AFCPE®, and in 2023 Women Working in Wealth award.

She was awarded the 2007 FINRA Foundation Military Spouse Fellowship, Zachary and Elizabeth Fisher Humanitarian Award – Air Force, and FINRA Foundation Mentor of the year twice. Andi’s husband served in the United States Air Force. As a military spouse widow, she now serves as a TAPS Mentor to assist other military widows in their time of tragedy and grief, volunteers with the USO, and mentors financial professionals to reach their goals professionally.

Phone Number
(252) 915-2737

E-mail
andi.m.wrenn@gmail.com

Credentials
AFC®