David became a licensed insurance agent in 1987 and made the move to independent advisor in 1990. He is proud to be a member of the Association of Chartered Senior Financial Planners. He is President and Founder of Tradewinds Financial Group, Inc. Ohio. The focus of his business is to protect the assets of this country’s greatest generation. Recognizing and removing risk from his clients’ estates is his foremost goal. His simple philosophy of the 4P’s - Plan, Protect, Preserve, Peace of Mind - is a strategy that has served his clients well through the volatile years of stock market ups and downs, as well as the many other threats to their estates. It has provided them with the peace of mind to enjoy their golden years. David feels that being an independent advisor is critical in today’s marketplace, in that it allows him the freedom to offer his clients the best products available by utilizing many different companies, each of whom are leaders in their respective field of business. His areas of expertise include working with retirees to shield their assets from nursing home spend-down, income, estate, and IRA tax reduction, and stock market protection. His goal for each client is to enhance and ultimately preserve both his client’s lifestyle and their wealth within each individual situation. He utilizes the latest estate planning and investment techniques to design and implement personalized plans that will reduce financial risk, lower taxes, avoid probate and protect his clients’ assets from expensive nursing home costs. David married his high school sweetheart, Mitzi, in 1986. They are both lifelong residents of Sidney, Ohio and are the proud parents of three children - two daughters, Aubrey and Abigail and one son, Brady. He is active with his children’s activities coaching baseball, softball and soccer, and he has served on the board of directors of Shelby County Youth Soccer.

Gary W. Reed is the founder and President of Reed Financial Group, now located in Snellville, GA. He is a nationally renowned speaker within the industry of financial services and has served clients in the southeast United States for more than 30 years. Gary is a Chartered Senior Financial Planner who works with individuals as well as families in the areas of estate planning and retirement. His first goal is always to maintain and even enhance both his clients’ wealth and their estates. With decades of experience, knowledge and loyalty in providing for his clients, Gary is a credible advisor who provides solid financial advice. He utilizes fresh ideas in regards to estate planning and investment techniques in order to design and implement personalized plans that will reduce financial risk, lower taxes, avoid probate, and protect assets from potentially expensive nursing home costs. Gary started in the financial services industry in February of 1980. He quickly became the top sales person in the college funding company he was working for and followed that by becoming the Top Regional Manager for 16 years in a row. Gary started in the senior market over 8 years ago and has become one of the top annuity producers in America, writing over 10 million last year. The strengths that Gary brings to 3-Mentors are a strong blend of sales and management experience. These qualities allow Gary to assist 3-Mentor representatives in achieving their highest levels of personal success. He is also the proud father of two daughters. April and Abby provide a sense of family that is critical in life and in 3-Mentors as well.

Rodney is the President and Founder of WEALTH MANAGEMENT OF THE CAROLINAS, which takes pride in being a part of their client’s dreams – at all levels of their lifespan and business cycle – this shows in the effort Rodney’s firm exerts every day on behalf of those individuals, families and businesses. Rodney is a Registered Financial Consultant, Certified Senior Advisor, and a Chartered Senior Financial Planner who works with both individuals and families in the areas of Retirement and Estate Planning. His primary focus is always to enhance and, ultimately, preserve both his client’s wealth and their estates within each individual situation. His ability to achieve strong business results in the face of changing economic times is a tribute to the resiliency of his thorough planning methods – helping clients adjust, reshape financial priorities, and move ahead. Rodney has received national recognition as a qualified member of the Million Dollar Round Table, Court of the Table, and Top of the Table. For more than 100 years, the Million Dollar Round Table has honored the very best individuals in the financial services profession from around the world. Only a small percentage in our industry ever meets this benchmark of outstanding performance and service to clients. With the interests of his clients in mind, he has pursued new growth in the areas of estate analysis and charitable giving, and has completed the Life Underwriters Training Council’s Meeting Client’s Needs, Business Continuity, and Foundations of Estate Planning. Rodney works hard to make important contributions to the betterment of his client’s lives and to the success of their businesses. With many years of experience, knowledge, and dedication to serving the needs of seniors, Rodney is a skilled financial professional who utilizes the latest estate planning and investment techniques to design and implement personalized strategies that can help to reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs. He is a member of Kings Way Baptist Church, the Southern Piedmont Better Business Bureau, National Association of Insurance and Financial Advisors (NAIFA), Charlotte Association of Insurance and Financial Advisors, the International Association of Registered Financial Consultant and Association of Chartered Senior Financial Planners. Rodney and his wife, Amber, live in Cabarrus county and are proud parents to Barrington, born 1-15-10. In his spare time, Rodney enjoys golf, the Carolina Panther football games, and spending time with his family and Lincoln, a golden retriever.