Michael helps people achieve a higher and more predictable retirement income stream using his proprietary economic based process. As a Retirement Income Certified Professional® from the American College of Financial Services®, Michael effectively manages the transition from asset accumulation during a client’s working years to asset distribution in retirement. RICP® enables Michael to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client’s retirement.

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Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide. Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.” Tom lives in the greater Boston area with his two sons age 12 & 9, and is an avid golfer and traveler.

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American Legacy Solutions is a client-first brokerage firm dedicated to helping individuals and families achieve their financial goals through education, personalized service, and comprehensive financial planning. With a passion for technology and a commitment to excellence, they empower businesses to thrive in the digital landscape.

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Robert Rolih is the international bestselling author of The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth, a book that has received glowing reviews from readers around the world. His mission is to reveal what the financial industry doesn’t want you to know about investing, helping people greatly improve their long-term investing gains and take control of their financial future.

Growing up in a remote village in Slovenia, a small country in the heart of Europe, Robert overcame humble beginnings to become a successful entrepreneur, working with renowned figures like Chet Holmes and Brian Tracy. However, after trusting financial advisers, brokers, and so-called "gurus," he lost most of his wealth. This painful experience led him to spend seven years investigating the hidden practices of the financial industry, uncovering eye-opening truths that most people never hear.

Today, Robert is a highly successful entrepreneur with a thriving investment portfolio that serves him—not the financial industry. As a sought-after speaker, he shares his expertise with audiences worldwide, helping people avoid costly mistakes and achieve financial freedom. His ability to break down complex financial concepts into simple, engaging lessons and make investing interesting and fun has become his trademark.

Robert was featured in more than 50 newspapers, websites and TV stations including CNBC, Yahoo Finance, Newsmax TV, Business Insider and has had the honor of sharing the stage with renowned figures such as Robert Kiyosaki, Gary Vaynerchuk, Brian Tracy, Jack Canfield, Daniel Priestley, and many others. His international bestseller The Million Dollar Decision has been translated into several languages, including Chinese Mandarin, and published in special editions in countries such as India, Taiwan, Bulgaria, and Thailand.

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Ryan Thacker

Founder and Investment Advisor Representative

Ryan’s primary focus is retirement income planning, and he is passionate about helping clients achieve their financial goals during retirement using the B.O.S.S. Retirement Blueprint™. Throughout his career, Ryan has focused on mortgage, banking, real estate development, personal finance and wealth management strategies.

Ryan graduated with a bachelor’s degree in business management. He has passed the Series 65 securities exam and is licensed as an Investment Advisor Representative. He also holds his life and annuity insurance licenses.

He is co-host of “Retirement Solutions TV” on ABC 4 and Retirement Solutions Radio on KSL 1160 AM and KNRS 570 AM. Ryan also appears frequently as one of the local experts on ABC’s Good 4 Utah.

Ryan is co-author of three books and a contributor to FoxBusiness.com. He has appeared on Fox Business News, where he was recognized for his expertise in retirement income and wealth management. He has also been seen on CNN, MSNBC and NBC.

Tyson Thacker

Founder, Investment Advisor Representative

Tyson is focused on helping clients achieve their financial goals during retirement using the B.O.S.S. Retirement Blueprint™.

He graduated with a bachelor’s degree in business management. Throughout his career, he has focused on mortgage, banking, real estate development, personal finance and wealth management strategies.

Tyson has passed the Series 65 securities exam and is licensed as an Investment Advisor Representative. He also holds his life and annuity insurance licenses.

He is co-host of “Retirement Solutions TV” on ABC 4 and Retirement Solutions Radio on KSL 1160 AM and KNRS 570 AM. Tyson also appears frequently as one of the local experts on ABC’s Good 4 Utah.

Tyson is co-author of three books and a contributor to FoxBusiness.com. He has appeared on Fox Business News, where he was recognized for his expertise in retirement income and wealth management. He has also been seen on CNN, MSNBC and NBC.

Visit them online at https://bossretirement.com/

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David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications.

David’s bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming.

When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. When his most recent book The Guru Gap launched in December of 2024, it finished the week at #8 on the USA Today Bestseller list and was the top-selling business book in the world. He and his wife Felice have seven children.

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Michael Battalini is a fully licensed Life, Annuity and Health Insurance Agent. Michael has a Bachelor of Science in Business Administration from Robert Morris University. Michael is also a Registered Financial Consultant RFC®

Retirement income planning for retirees and pre-retirees throughout the country is Michael’s focus.

His expertise in shielding client investments from stock market loss is a strategy that has become especially important in today’s volatile market and ever-changing economy.

Sound advice about a lifetime of income security with consideration paid to tax implications is what you can expect in working with Michael and the Pittsburgh Wealth Management Group.

www.pwmg1.com

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Todd Valles

Todd Valles has worked for several Fortune 500 companies in the financial services sector. He has been a Keynote Speaker/Presenter at hundreds of financial advisor conferences, events and meetings and has hosted numerous IRMAA webinars. He is approved to provide CE credits for state insurance, CPE, and CFP. His educational background is in Finance and Economics with a Juris Doctor concentrating in Tax and ERISA. Todd is also an active member of the Pennsylvania Bar Association. For more information

Visit: https://www.irmaacertifiedplanner.com/the-instructor/

To Book a speaking engagement, webinar or CE educational seminar, please contact Todd at todd@irmaacertifiedplanner.com

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