Next Exam Window 21-25 May, 2025

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

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

Brian O’Neill

Brian “ALF” O’Neill served 23 years in the Air Force flying F-16s, F-35s, and commanding at multiple levels. In 2021, he launched Winged Wealth Management and Financial Planning LLC, a fee-only RIA focusing on Military and Veteran families with a specialization in the fighter aircrew community. The firm grew rapidly, fueled both by the focus on a niche and the use of frequent blogging. Brian has attended MilMoneyCon and presented each year. He is the current Officer in Charge of the Military Financial Advisors Association (MFAA) and helped launch the Military Qualified Financial Planner (MQFP®) Credential. Brian is a CFP® Professional and IRS Enrolled Agent (EA).

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

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

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®