Brigette Engstrom

Founder & CEO

Brigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income strategy, asset preservation, and long-term care strategies, Brigette educates clients on the complexities of retirement, helping to optimize financial well-being and dignity in their later years.

Brigette founded Blue Monarch Financial Services with the objective of helping her clients articulate and achieve their financial goals in and through retirement.

Brigette is also dedicated to mentoring, offering guidance to young professionals and fellow insurance professionals. She volunteers with Junior Achievement, helping to inspire high school students to pursue entrepreneurship.

Living on a working ranch in a small Texas town with her husband, Thomas, Brigette is an avid reader and aspiring gardener. As a proud military wife, she values service and dedication in all aspects of life.

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Parady Financial Group is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country. Greg is a renowned retirement strategist, author, and speaker, is admired for his ability to explain complex financial issues in a way that is easy to understand. Greg has dedicated his career to helping retirees improve their financial awareness and financial literacy through education and community involvement.

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Bruce, the founder and principal of Hosler Wealth Management, with offices in Prescott and Scottsdale, brings over 28 years of experience to the table. He serves pre-retirees, retirees and widows, and business owners with a strong commitment to using advanced tax strategies to help them move toward a tax-free retirement while helping to preserve their wealth. Bruce is credentialed as an Enrolled Agent, CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor (CPWA®) and as a Certified Exit Planning Advisor (CEPA®), he is uniquely qualified to help business owners prepare for retirement, ensuring financial security and peace of mind as they transition to this new chapter in life.

He is the author of the book MOVING TO TAX-FREE™ Strategies for Creating Tax-Free Retirement Income and Tax-Free Lifetime Legacy Income for Your Children. Bruce holds a Bachelor of Science degree from the University of Phoenix and has a rich background in media. He has shared his insights as a speaker at events hosted by the Arizona Society of CPAs and the Prescott Area Commercial Realtors Group. Additionally, Bruce hosts the Protecting and Preserving Wealth Podcast and the Moving To Tax-Free TV Show™, where he shares valuable knowledge on tax and financial strategies. He was featured on Fox Business Network’s Spotlight TV with Tom Hegna, discussing his new book, MOVING TO TAX-FREE™.

For eight consecutive years, Forbes has recognized Bruce as one of the Best-In-State Wealth Advisors in Arizona. In 2025 Hosler Wealth Management was awarded the Forbes’ Best-In-State Wealth Management Teams in Arizona.

Outside of his professional accomplishments, Bruce leads a fulfilling life. He resides in Scottsdale and Prescott, Arizona, with his wife, Laura, and cherishes spending time with family. In his leisure time, Bruce is an avid golfer who appreciates the challenges, beauty, and tranquility that golf courses offer.

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Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”

Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

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Peter J. D’Arruda, MRFC®, RICP®, is former two-time President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financial arena for over 32 years. He founded Capital Financial to help his clients “cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirement. Known as “Coach Pete” to most of his clients and to the listeners of his radio show, he has developed a proprietary process that lets business owners become work optional.

He has written or co-written 18 books to date. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, “The Big Book on Retirement”.

Coach Pete also owns and operates a multi-million dollar production and broadcasting company, Broadcasting Experts, LLC and his staff produces over 80 weekly radio shows and long form video & audio podcasts heard and seen nationwide. His national show THE FINANCIAL SAFARI can be heard at FinancialSafari.com.

Pete has won 3 Emmys, 5 Quillys®,and 10 Tellys, along with multiple EXPYS®. He is proud of each award.

He is a graduate of The University of North Carolina.

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Deborah West, President & Founder

As a proud daughter of a U.S. Army Veteran, Deborah West has taken pride in serving the financial needs of clients since 2000. She founded AGAPE Retirement Group, LLC to provide strategies that offer contractually guaranteed lifetime income, stability against market volatility with ZERO Risk to principal, paired with market participation and tax deferred gains.

Our approach also ensures guaranteed Llfetime income that includes legacy provisions for loved ones. At AGAPE Retirement Group, LLC, we create specific strategies that help our clients eliminate retirement risks, including inflation, deflation, stock market volatility, excess taxes, death of spouse, sequence of events, excess withdrawals, long term care, and longevity risks. Our strategies prevent our clients from outliving their assets by proactively addressing all of these risks.

Our mission is clear—serving families by creating retirement strategies tailored to their needs, which include contractually guaranteed lifetime income streams. Top tier retirement portfolios are not OPTIMAL without them to cover at least the basic expenses. By converting a portion of 401k, 403b, TSP, Mutual Funds, Savings and other assets, AGAPE Retirement Group, LLC offers individualized solutions specific to the needs of each client we serve in over 30 States.

We'd love to help you obtain the well deserved "Retirement Lifestyle" you've worked so hard to achieve and envisioned for yourself and your family. No need to worry, RETIRE HAPPY with peace of mind. At AGAPE Retirement Group, LLC, our strategies have you covered.

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Mark A. Provenzano is the Founder and Principal of Hedged Private Wealth LLC., a Wealth Management and Financial Planning Firm. Mark is a licensed Investment Advisor Representative with more than 21 years of dedicated service in the financial industry.

Mark obtained his Bachelor of Science Degree in Accounting from the University of Holy Cross. He effectively specializes in wealth preservation, accumulation, and most importantly, distribution of assets for his clients. His mission is to provide an advanced level of excellence in Wealth Management, Tax Planning, and alternative portfolio modeling by delivering a full range of sound financial strategies.

Mark has been the featured speaker at many seminars, educating attendees on various topics including Financial Planning and Wealth Management, as well as Medicare Programs. Additionally, he has personally developed programs to help educate and meet the needs of individuals who are underserved and underprivileged.

Hedged Private Wealth believes that wealth accumulation, while simultaneously preserving the client’s assets, is paramount. Central to this philosophy is the vigilant recognition that losses hurt you more than gains help you. As Founder and Principal, Mark strives to consistently align the firm’s ideologies, thoughts, and recommendations with its clients’ wishes and best interests. He ensures that all clients are promised honesty, integrity, ethical considerations in recommendations, and most importantly, service to them.

https://hedgedprivatewealth.com/

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