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Showing 48 advisors across 38 states
Sorted by: Tier & Experience
Brett Blake, CLU, ChFC
Senior Advisor β’ 18 years
β Senior Advisor
CLU
ChFC
π Arizona, California, Nevada
MYGAs, 1035 Exchanges, Retirement Income, Laddering
View Profile β
Maria Santos, RICP
Featured Advisor β’ 14 years
β¨ Featured Advisor
RICP
π Texas, Florida
FIAs, Income Riders, Social Security Optimization
View Profile β
James Whitfield
Featured Advisor β’ 11 years
β¨ Featured Advisor
π Georgia, Florida, South Carolina
Retirement Income, DIAs, Longevity Planning
View Profile β
David Chen
Contributing Advisor β’ 9 years
Contributing Advisor
π California, Oregon, Washington
QLACs, RMD Strategies, IRA Rollovers
View Profile β
Sarah Mitchell, ChFC
Contributing Advisor β’ 7 years
Contributing Advisor
ChFC
π Illinois, Indiana, Wisconsin
MYGAs, Fixed Annuities, CD-to-Annuity Conversions
View Profile β
Robert Alvarez
Licensed Advisor β’ 4 years
Licensed Advisor
π Colorado, New Mexico
MYGAs, Fixed Annuities
View Profile β
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How the Annuity.com Advisor Network Works
- Search by State & Need β Filter advisors by your state and what you need help with β whether it is comparing MYGA rates, planning retirement income, or evaluating a 1035 exchange.
- Review Credentials β Every advisor profile shows their licenses, designations, years of experience, specializations, and published articles. You can evaluate their expertise before making contact.
- Free Consultation β 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 β Advisor visibility on this site is earned through production, compliance, and client satisfaction β not purchased. Our tier system ensures the most experienced advisors are highlighted.
Understanding Advisor Tiers
Tier
Badge
How Itβs Earned
What It Means for You
Senior Advisor
β Senior
Top production, 10+ years, advanced designations (CLU, ChFC, RICP), subject matter expertise
The most experienced advisors in our network. Published contributors to Annuity.com editorial content.
Featured Advisor
β¨ Featured
Higher production, client satisfaction, continuing education, specialization certification
Proven advisors with deep expertise in specific annuity types. Regularly publish insights on the site.
Contributing Advisor
Contributing
Minimum production, clean compliance record
Active advisors meeting our quality and compliance standards. Published quarterly on the site.
Licensed Advisor
Licensed
Active contract, basic onboarding
Licensed and contracted with Annuity.com. Building their practice within our network.
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