Thomas J. Neess
The licenses Tom holds are the Series 7 (General Securities), Series 8 (General Supervisor), Series 63 (State of Ohio), Series 65 (Registered Investment Advisor), Life and Health Insurance, Variable Life and Variable Annuities. He is a Certified Retirement Counselor® through the International Foundation for Retirement Education. He is the past Chairperson for the Greater Cincinnati Chamber of Commerce Branch Office Liaison Committee (1995-1999), past member of the Chamber's Branch Office Advisory Board (1997-1999), former Regional Development Board member for the Sisters of St. Joseph of Medaille, former Chairperson of the Ragin' Cajun Party (Sisters of St. Joseph vocational fundraiser) and past "Kitchen Cabinet" committee member for the successful re-elections (1996 & 2000) of the Honorable John S. Dowlin (Tom's former father-in-law) Hamilton County Commissioner.

W. Scott Thompson                                                                                                                                       His licenses consist of the Series 7 (General Securities), Series 63 (State of Ohio), Series 65 (Registered Investment Advisor), Life and Health Insurance as well as Variable Life and Variable Annuities.

Having a strong desire to help others achieve their financial goals, Scott knew it was important that he continue his own education to stay on the leading edge of a fast moving industry. To better serve his clientele of retirees, he has earned the Certified Senior Advisor® designation.

James M. Small, has been an investment advisor for over 20 years. Before moving to Independent Financial Resources, he was employed with UBS/Paine Webber for ten years.

Jim has a B.S. from Miami University Oxford, OH which includes one year of European education at Miami's school in Luxemburg.

His family, the stock market and golf are his passions. Jim resides in Cincinnati with his wife Colleen and their three children.

Alan Runkel
In addition to the investment and financial planning services that he provides, Alan has surrounded himself with professionals who are specialists in their fields to offer clients expertise in: Estate Planning; Long Term Care; Real Estate; and Corporate Retirement Plans.

Through WRP Investments, Alan maintains the following licenses: Series 6; Series 7; Series 26; Series 63; Series 65: and Variable Annuity. Alan serves a wonderful clientele spread out through 12 States and is licensed in the following States:  AR; CA; CO; FL; GA; IL; IN; KS; KY; MA; MD; MI; MO; NC; NE; NH; NJ; NV; NY; OH; OR; PA; SC; TN; TX; VA. In addition, Alan is an Investment Advisor Representative of WRP Investments Registered Investment Advisory and a Branch Manager for the firm. He is a Certified Retirement Counselor® through the International Foundation for Retirement Education.

Thomas M. Hagen,
The licenses he holds are Series 65 (Registered Investment Advisor), Series 7 (General Securities), Series 8 (Branch Manager), Series 63 (State of Ohio), Life and Health Insurance, Variable Life and Variable Annuities.