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Showing 48 advisors across 38 states
Sorted by: Tier & Experience
Brett Blake, CLU, ChFC
Senior Advisor • 18 years
⭐ Senior Advisor
CLU
ChFC
📍 Arizona, California, Nevada
MYGAs, 1035 Exchanges, Retirement Income, Laddering
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Maria Santos, RICP
Featured Advisor • 14 years
✨ Featured Advisor
RICP
📍 Texas, Florida
FIAs, Income Riders, Social Security Optimization
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James Whitfield
Featured Advisor • 11 years
✨ Featured Advisor
📍 Georgia, Florida, South Carolina
Retirement Income, DIAs, Longevity Planning
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David Chen
Contributing Advisor • 9 years
Contributing Advisor
📍 California, Oregon, Washington
QLACs, RMD Strategies, IRA Rollovers
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Sarah Mitchell, ChFC
Contributing Advisor • 7 years
Contributing Advisor
ChFC
📍 Illinois, Indiana, Wisconsin
MYGAs, Fixed Annuities, CD-to-Annuity Conversions
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Robert Alvarez
Licensed Advisor • 4 years
Licensed Advisor
📍 Colorado, New Mexico
MYGAs, Fixed Annuities
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How the Annuity.com Advisor Network Works
- Search by State & Need — Filter advisors by your state and what you need help with — whether it is comparing MYGA rates, planning retirement income, or evaluating a 1035 exchange.
- Review Credentials — Every advisor profile shows their licenses, designations, years of experience, specializations, and published articles. You can evaluate their expertise before making contact.
- Free Consultation — Schedule a no-obligation conversation. A good advisor will ask about your situation, not push a product. If an annuity is not the right fit, they should tell you.
- Earned Recognition — Advisor visibility on this site is earned through production, compliance, and client satisfaction — not purchased. Our tier system ensures the most experienced advisors are highlighted.
Understanding Advisor Tiers
Tier: Senior Advisor | Badge: ⭐ Senior | How It’s Earned: Top production, 10+ years, advanced designations (CLU, ChFC, RICP), subject matter expertise | What It Means for You: The most experienced advisors in our network. Published contributors to Annuity.com editorial content.
Tier: Featured Advisor | Badge: ✨ Featured | How It’s Earned: Higher production, client satisfaction, continuing education, specialization certification | What It Means for You: Proven advisors with deep expertise in specific annuity types. Regularly publish insights on the site.
Tier: Contributing Advisor | Badge: Contributing | How It’s Earned: Minimum production, clean compliance record | What It Means for You: Active advisors meeting our quality and compliance standards. Published quarterly on the site.
Tier: Licensed Advisor | Badge: Licensed | How It’s Earned: Active contract, basic onboarding | What It Means for You: Licensed and contracted with Annuity.com. Building their practice within our network.
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