Recognized Social Security Leaders 2025

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As a tax attorney, wealth consultant, and entrepreneur, I offer my clients a unique 360-degree view of their financial lives. From tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

I am passionate about Entrepreneurship combined with healthy work environments.

My goal is to assist clients/investors in their quest for financial freedom and creating generational wealth through one on one consultation and an abundance of online tools to educate. For the past 6 years I have been a private pension plan consultant with Self Directed Retirement Plans working directly with my partner Rick Pendykoski (owner). Through the years I have travelled across the United States speaking to tens of thousands of people at a vast amount of REI and general investment groups. I have personally supported thousands of clients with self-directing their retirement accounts. As a result, they have achieved true investing freedom to invest in what they want, when they want with 100% checkbook control.

Tax CPA that has serviced 7,500 startups over the last 40 years. Specialties: Corporate Taxes, Equity Compensation (Stock Options, Stock Compensation, 83(b) Elections, etc.), Corporate Formation, Multinational taxation for startups, foreign founder tax issues, such as coordinating immigration with startup formation and compensation, sales tax, R&D Credits, State and Local taxation

Mitchell Baldridge is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) at Baldridge Financial, where he helps individuals, business owners, and investors navigate complex tax strategies, financial planning, and wealth-building opportunities. With deep expertise in accounting and tax, US taxes, cost segregation, business strategy, and finance, Mitchell specializes in helping clients reduce their tax burden and optimize their financial outcomes. He is a trusted resource for journalists and media outlets seeking expert commentary on tax law, financial planning trends, real estate tax strategies, and small business finance.

With a strong foundation in sales and a deep understanding of all health insurance offerings, my career spans 6+ years as a Licensed Insurance Agent, currently holding licenses across 40 states. At the heart of my professional journey lies a commitment to exceptional client service, ensuring that every interaction not only meets but exceeds expectations. My proficiency in a range of insurance products, from Individual and Medicare to ancillary offerings, empowers clients to make informed decisions that brighten their lives.The transition from retail to insurance allowed me to harness my innate empathy and creative problem-solving skills, tailoring solutions for individual and family health plans. I pride myself on attention to detail and an unwavering dedication to client satisfaction. As an Independent Insurance Broker, my mission is to provide seamless, compassionate guidance in the complex world of healthcare coverage.

I am a business development and partnerships leader with ten years of experience driving market expansion and growth across healthcare and behavioral health. I built two of Minding Your Mind’s five regional markets from the ground up, launching New Jersey in 2017 and leading Florida expansion beginning in 2021. I oversee go to market execution, partner acquisition, contract negotiation, and cross functional operations across school districts, healthcare systems, corporate clients, and community organizations. My work has included scaling programming to more than 700 annual engagements, closing contracts, directing marketing and digital strategy, expanding a clinician and speaker network, and building the operational systems required for sustainable growth. I lead teams, manage budget responsibilities, and drive retention through strong stakeholder relationships. Alongside my leadership role, I ran a private practice and provided strategic consulting to behavioral health organizations. I advise on growth strategy, payer contracting, operational efficiency, and clinician engagement, and support leaders in building scalable clinical and business models. I thrive in roles that blend strategy and execution and enjoy building partnerships, opening markets, and translating mission driven work into scalable outcomes. I am open to connecting with organizations focused on healthcare innovation, partnerships, and growth. You can reach me at guyjiacono@gmail.com

Business consultant working with C-Suite executives in the Mid-Market and Enterprise space, helping them understand profit leaks within their organization that impact turnover, employee engagement, productivity, and profitability.

Dynamic and strategic Human Resource Partners thriving in a progressive organizational setting. Holder of an MBA in Human Resource Management and certified as SHRM-CP. I bring a wealth of experience, having served as an HR Manager for two and a half years in a commercial environment, followed by a seven and a half year tenure as a Lead Senior HR Analyst in Public Sector, Mental Health Agency.

Managing Partner and Co-Owner at Surety Systems, an ERP Consulting Firm based out of Raleigh, N.C. We're thrilled that hundreds of mid market firms as well as top organizations like Rush University Medical, Johns Hopkins Medicine, Bridgestone, Zimmer-Biomet, and Highwoods Properties trust Surety Systems. Above all, our goal is to empower our clients' success through strategic direction and unwavering support. Over the past several years, our disciplines have expanded and now provide platinum level consulting services in: Workday Infor (Lawson) SAP Oracle EPIC My primary responsibility is to ensure we are exceeding expectations with ALL of our clients. I am proud of all our Surety Systems employees that are dedicated and strive to be the best in our space. Our team's dedication to surpassing client expectations has fostered enduring relationships, with 80% of our business stemming from repeat engagements. Please message me to learn more.

Danielle Kunkle Roberts is a Medicare Supplement Accredited Advisor, best-selling author, National Social Security Certificate Holder, Chairman of the National Association of Benefits and Insurance Professionals` (NABIP's) Medicare Advisory Group, and founding partner at Boomer Benefits, a national agency specializing in Medicare-related insurance since 2005. She is a frequent source for major outlets such as CNBC, FOX, CBS, Yahoo Finance, Kiplinger, MarketWatch, and Forbes, and has appeared on over 200 podcasts, radio shows, and TV segments to educate the public about Medicare. As a Medigap insurance expert, she speaks frequently to employer and community groups about Medicare-related insurance topics. Through her nationally awarded insurance agency, Danielle has gained policyholders nationwide, guiding seniors through all the complexities of Medicare. Her company offers invaluable education on supplemental insurance options and boasts a renowned Client Service Team, which provides in-depth back-end support for all its clients' needs.

As a Retirement Income Consultant at Ash Brokerage, I find customized ways to impact and enhance the practices of those in the financial services profession within the Northeast Region.Ash Brokerage is committed to making an impact – in business and in lives. With a small company feel, yet big company capabilities, we maintain our focus on building relationships while simultaneously transforming the financial services industry with innovative insurance solutions. Our partners and their clients receive the personal, caring service they deserve, with the results they want and need. * Securities offered through Integrity Capital, LLC. * Testimonials and endorsements received from my Connections were not solicited and they did not receive any form of compensation.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]

We have been advising clients on their Medicare choices since 2018. Our model is that of a fee-based fiduciary, allowing us to offer unbiased recommendation and work seamlessly with the clients of other non-commissioned advisors (ie Financial Planners). We act as a partner to the advisor the ability to outsource Medicare guidance to an experienced professional speclializing in Medicare. This past Spring I completed my RSSA (Registered Social Security Analyst) designation allowing me to help clients review their Social Security claiming strategies. The motivation for this was to be able to answer client questions concerning when to collect Social Security while discussing their Medicare options. I am also certified for Long-term Care Insurance allowing me to make recommendations to clients about this often overlooked coverage. The combination of Medicare, Social Security and Long-term Care expertise allows me to help client prepare for the final 3rd of life by covering their health, income and custodial care needs.

I have practiced in various clinical settings using a person-centered approach to treat mental and behavioral health concerns. I specialize treating individuals who experience symptoms related to trauma, anxiety, neurodivergence, and depression. I have provided adequate and effective trauma-informed care in inpatient, community-based, and outpatient settings for over 3 years.