Our Advisors
 Glenn P. Livingston, ChFEBC
Registered Representative of Invest Fiancial Corporation
Investment Advisor Representative of Invest Financial Corporation
Owner, Livingston Financial Group, Inc.
Glenn has served clients with insurance and financial needs throughout the Baltimore/Washington area for many years. He meets with people on a regular basis to make sure their financial goals are being achieved. Glenn focuses on asset management, retirement planning, and federal employee benefits. He holds Series 7 and 66 securities registrations. He is a member of Grace Community Church in Fulton, MD where he is involved in small group ministries. Glenn and his wife have two wonderful sons and reside in Ellicott City, MD.
Email Glenn at Glenn@LivingstonFederal.com
 Michael D. Livingston, ChFEBC
Registered Representative of Invest Financial Corporation
Investment Advisor Representative of Invest Financial Corporation
Owner, Livingston Financial Group, Inc.
Michael has served clients with insurance and financial needs throughout the Baltimore/Washington area for many years. He meets with people on a regular basis to make sure their financial needs and objectives are being achieved. Michael focuses on asset management, retirement planning, and federal employee benefits. He holds Series 7 and 66 securities registrations. He is a licensed minister with the Church of God of Cleveland, TN. He is a member of the Westminster Church of God where he is actively involved in the Worship Minsitries of the church. Michael and his wife have a beautiful daughter and son and reside in Hampstead, MD.
Email Michael at Michael@LivingstonFederal.com
 Fred Hoffman, RFC®, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
Fred has served clients with insurance and financial needs throughout numerous states for many years. He meets with people on a regular basis to make sure their financial needs and objectives are being achieved. Fred focuses on asset management, retirement planning, and federal employee benefits. He holds Series 7, 24, 63 and 65 securities registrations. Fred is a member of the International Association of Registered Financial Consultants. Fred and his wife reside in Riverside, CA.
Email Fred at FredH@LivingstonFederal.com
 Matthew T. Bumstead, RFC®, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
Vice President, Summit Financial
I am an Investment Advisor Representative of INVEST Financial Corporation an independent broker/dealer and a licensed insurance agent in 4 states. I have a Finance degree from the University of Utah, and hold the designation of Registered Financial Consultant, RFC®. I am currently the Vice-President and Partner of Summit Financial Inc., a Washington based company. My charitable activities include ongoing involvement in the Boy Scouts of America, Kiwanis, and my church. I reside in Renton, WA with my wife "Kristie" and three children "Kaden, Jill and Macie". I have always been a zealous outdoorsman. I love hiking, camping, hunting and I am an avid fly fisherman. I enjoy a variety of sports such as basketball, baseball, volleyball, and golf. My non-work passion is involvement of these hobbies with family and friends. I love what I do and look forward to what each day brings.
Email Matthew at MatthewB@LivingstonFederal.com
 Ricardo D. Thomas, CDFA, RFC®, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
President, Thomas-Waddell and Associates
Ricardo has been a practicing financial consultant for over 25 years serving clients’ insurance and financial needs in several states. He has earned a B.B.A. degree in Finance from Loyola University and holds several designations including Certified Divorce Financial Analyst and Registered Financial Consultant. He holds Series 7, 63 and 65 securities registrations. He is the president of THOMAS-WADDELL & Associates, a Louisiana-based firm. His charitable endeavors include serving as a board member of Goodwill Industries of Southeastern Louisiana and teaching financial literacy courses in the community. Ricardo is a member of the International Association of Registered Financial Consultants and resides in Metairie, LA.
Email Ricardo at RicardoT@LivingstonFederal.com
 Peter J. Faclone,ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
Pete has been assisting clients with insurance and financial needs throughout numerous states for many years. Pete meets with people on a regular basis to make sure their financial needs and goals are being achieved. Pete has developed a specialty focusing on asset management, retirement planning and federal employee benefits. He holds series 6, 63, and 65 securities registrations. His activities include coaching basketball at his children’s schools and enjoying numerous sporting events with friends and family. Pete, his wife and three children reside in Riverside, CA.
Email Peter at PeterF@LivingstonFederal.com
 Daniel G. Bruza, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
President of Bruza Wealth Management
Daniel G. Bruza has been successfully providing financial advice to his clients since 1981. He strives to understand, through close communications, each client’s financial goals, objectives and risk tolerance, and to give each client the personal attention necessary for a successful investment experience. In his occasional free time, Danny enjoys theater, traveling, hunting, fishing, golf, tennis, and other outdoor activities with his wife Cheryl, and their two children, Alexis and Daniel. Danny has resided in Jefferson Parish, Louisiana all his life.
Email Danny at DannyB@LivingstonFederal.com
 Jeffrey Golubeff, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
Jeffrey Golubeff lives in the greater Tampa Bay, Florida area. He specializes in managing money and preparing year end federal tax returns for many retirees in the State of Florida. He also owns a Financial Planning and Tax office in Crystal River, Florida. A University of Central Florida graduate with 10 years of experience in the industry, he prides himself on being honest and always doing what’s right for the client to help them reach or maintain financial independence. Jeff is married to his beautiful wife Jenny and has two young children, Jacob and Jenna.
Email Jeff at JeffG@LivingstonFederal.com
 William S. Morris, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
President of Sarasota Financial Group, Inc.
Bill has over 30 years experience in the financial markets, having worked on the Institutional trading desk in New York for Bear Sterns than becoming a Government Bond trader on the floor of the Chicago Board of Trade. Bill currently Conducts pre-retirement seminars and individual meetings, specializing in Financial Planning for Federal Employees and is contracted with the Department of Navy, the Florida Sun Coast District of the U.S. Postal Service and the Florida Association of Letter Carriers (FLALC), along with several other Government agencies. He holds Series 7, 63 & 65 securities registrations and is a licensed agent in Life, Health and Variable Annuities. Bill enjoys coaching his son’s little league team and traveling, plus outdoor activities with his wife Irena and his son Tommy. Bill and his family reside in Sarasota, FL.
Email Bill at BillM@LivingstonFederal.com
 W. Charles Richards, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
Charlie has served clients throughout numerous states. He has focused his career of over 30 years on making it possible for clients to meet their financial objectives. Charlie focuses on asset management, protecting his clients assets, retirement planning, and federal employee benefits. He holds Series 7, 24, 66 securities registrations. Charlie and his wife reside in Salt Lake City, Utah
Email Charlie at CharlieR@LivingstonFederal.com
Livingston Financial Group, Fred Hoffman, Matt Bumstead, Ricardo Thomas, Jeffrey Golubeff, Danny Bruza, Cindy Richardson, Bill Morris, Charlie Richards, Karl Roelofs, and Peter Falcone are part of a strategic alliance to provide services in a variety of areas.
Email Karl at KarlR@LivingstonFederal.com.
Karl Roelofs, ChFEBC
Registered Representative of INVEST Financial Corporation
Investment Advisor Representative of INVEST Financial Corporation
Karl has been in the financial industry for many years and meets with people on a regular basis to make sure their financial needs and objectives are being achieved. He specializes in managing money and preparing year end federal tax returns for many retirees in the state of Florida and Michigan. His charitable activities include the Kiwanis Club of Spring Hill, FL. Karl is an avid golfer and resides in Tampa, FL.
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