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Certified Annuity Specialist®
Jennifer Schell
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Michael Santiago
Principal Financial Analyst
Stephen Kates, CFP®
Our Areas of Expertise
Annuities
Retirement
Structured Settlements
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Meet Our Annuity.org Advisory Boards
Annuity.org’s advisory boards ensure the quality and credibility of our content. These experts inform, ideate and review articles for accuracy, aligning them with current trends and audience needs. They guide our writers, enhancing the clarity and impact of our publications. Through their collaboration, we deliver well-researched, accurate and valuable information to our readers.
Annuity Advisory Board
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Stephen Kates, CFP®Principal Financial Analyst for Annuity.org -
Elle Switzer, FSADirector of Annuity Product Management at TruStage -
Marguerita M. Cheng, CFP®, CRPC®, CSRIC®, RICP®CEO of Blue Ocean Global Wealth -
Rob Williams, CFP®, RICP®, CPWA®Managing Director of Wealth Management at Charles Schwab -
John Stevenson, CFFOwner and Advisor at Stevenson Retirement Solutions -
Aamir M. Chalisa, MBA, LUTCF, MDRTGeneral Manager at Futurity First Insurance Group -
Chip StapletonFINRA Series 7 and Series 66 License Holder -
Paul Garofoli, FLMI, RICP®Regional Vice President for Individual Annuities at Standard Insurance Company -
Ken Orenstein, FRCFederal Retirement Advisor -
Anthony DeLuca, CFP ®, CDFA®Senior Financial Advisor with Delta Advisory Group
Retirement Advisory Board
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Elaine King, MBA, CFP®, CDFA™, CFBA, ACCFounder of Family and Money Matters™ -
Barbara O’Neill, Ph.D., CFP®, AFC®, CRPC®Owner and CEO of Money Talk -
Brandon Renfro, Ph.D., CFP®, RICP®, EACo-Owner of Belonging Wealth Management -
Ricky W. Jackson, Jr. CFP®, ChFC®Certified Financial Planner™, Chartered Financial Consultant® and Managing Director at The Pelora Group
Wealth Management Advisory Board
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Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®Certified Financial Planner™ and Co-Founder of The Bemused -
Anthony TerminiInvestment Analyst and Stock Market Commentator -
Thomas J. Brock, CFA®, CPAInvestment, Corporate Finance and Accounting Professional -
Ebony J. Howard, CPAAccounting, Personal Finance and Income Tax Consultant -
Peggy James, CPAIndependent Accountant and Financial Coach -
Jacob WolinskyFounder of ValueWalk.com -
Timothy Li, MBABusiness Finance Manager -
Toby Walters, CFA®, CFP®Senior Financial Analyst -
Marc Guberti, CPFC®Certified Personal Finance Counselor
Insurance Advisory Board
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Daniel J. Adams, MBA, CFP®, CLU®Founder and President of CEG Life Insurance Services -
Michael JonesOwner of Grand Anchor Insurance Solutions
Legal Advisory Board
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Brett E. Halperin, Esq.Estate Planning Attorney and Managing Partner of Halperin Law Group -
Scott F. Levin, CDFA®Certified Divorce Financial Analyst® and Founder of San Diego Divorce Mediation & Family Law
How Can We Help?
Need help with expert quotes or complex topics like annuities, structured settlements or retirement planning? Email us.
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In-Depth Original Content
Annuity.org provides financial content resources for the media, including feature stories, guides and expert commentary. We only require that you credit us, link back to Annuity.org and let us know if you cite our resources. We also offer free guest content and exclusive op-ed pieces upon request.
Award-Winning Features & Guides
Explore relevant topics such as financial wellness, retirement risks and financial literacy with Annuity.org’s award-winning features and guides.
Running Out of Money in Retirement: What’s the Risk?
Running out of money in retirement is a concern for many Americans. But does that fear match reality?
Financial Literacy for First-Generation Americans & Immigrants
Immigrants and first-generation Americans face many barriers to financial literacy, including language and cultural differences.
News & Blog
Read the latest news, opinion and expert insight from the fields of annuities, personal finance and retirement planning.
TrendsHow Will a Strong Dollar Impact Insurers?
Recent government data reveals a surge in the value of the U.S. dollar against other currencies since July 2023. While this brings positive implications…
TrendsA Record Number of Americans Purchased Annuities in 2023. What Will 2024 Be Like?
The year 2023 was a record-breaking year for annuity sales, and 2024 could see even more Americans choosing annuities for their retirement income…
Regulation & Public PolicyIs There Hidden Risk in Your Annuity Company’s Balance Sheet?
When notes from the September 2023 Federal Open Market Committee meeting were released last month, they revealed that some members thought further interest rate…
Annuity.org Editorial Guidelines
Annuity.org focuses on safe investments, leveraging assets for cash and insurance options for financial protection.
Our mission is to explain financial literacy topics in plain language and break down safe money products for easy understanding. We offer impartial explanations of annuity and payment options to help readers make informed decisions about their financial futures.
Our financial content is unbiased and independent — not influenced by our partners or affiliates. We prioritize educating consumers about safe financial choices. We consider story ideas that align with our mission.
