Meet the team

Jeff Bettermann

Investment Advisor

Representative Fiduciary

jeff@advisorsharewm.com
aswealthmanagement.com

Jeff Bettermann

Investment Advisor Representative Fiduciary

jeff@advisorsharewm.com
aswealthmanagement.com

During a 25 year career, Jeff has served as a practice management consultant and mentor to other financial professionals across the country on various types of asset management and income planning strategies.

Board Member for the US Chapter of the International Association of Registered Financial Consultants.

2023 guest speaker for DALBAR Finance Lab Podcast
2017 guest speaker for the National LIMRA Retirement Industry Conference Orlando, FL.
2010 delegate at the Kehrer-LIMRA Retirement Income Planning Roundtable Discussion Dallas, TX.

Featured in Forbes Magazine, Yahoo Finance, Bloomberg, Apple News, Market Watch, and The Register for the IARFC.

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Joe Maas

Chief Investment Officer CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA joe@synergy-am.com www.advisorsharewm.com

Joe Maas

Chief Investment Officer
CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

joe@synergy-am.com
www.advisorsharewm.com

Joe Maas is our Chief Investment Officer. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends and application of quantitative methods and technical analysis. Joe is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management and financial planning services for individual investors, business owners, and trust.

Joe holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world’s most respected investment professional’s achievement.

In addition to the CFA, Joe is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). His professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.

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Roccy DeFrancesco

Jr., JD, CAPP™, CMP™

Founder of The Wealth Preservation Institute…

roccy@advisorshare.com
www.advisorsharewm.com

Roccy DeFrancesco

Jr., JD, CAPP™, CMP™

Founder of The Wealth Preservation Institute, the OnPointe software suite, and is Co-Founder of the Asset Protection Society.

roccy@advisorshare.com
www.advisorsharewm.com

Roccy M. DeFrancesco, Jr., JD, CMP, CAPP, is a renowned expert in asset protection and wealth preservation, known for his leadership in the financial and legal industries. He is the founder of The Wealth Preservation Institute and co-founder of the Asset Protection Society, Advisor Share, LLC, and AdvisorShare Wealth Management. Roccy is also the creator of the OnPointe software suite, designed to empower financial advisors with advanced planning tools. A prolific author, he has written numerous books, including *The Doctor’s Wealth Preservation Guide*, *Retiring Without Risk*, and *Bad Advisors: How to Identify Them; How to Avoid Them*, among others. His works and lectures have guided thousands of professionals and consumers in achieving financial security and avoiding common pitfalls.

A highly sought-after speaker and educator, Roccy has presented at prestigious organizations such as the National Financial Planning Association, the American Academy of Medical Management, and various state bar associations. His insights have been featured in professional journals and publications like *Michigan Bar Journal*, *Financial Planning Magazine*, and *Physician Money Digest*. Roccy holds a B.S. from Embry-Riddle Aeronautical University, where he earned his commercial pilot’s license, and a J.D. from Valparaiso University School of Law. Licensed to practice law in Michigan (inactive in Indiana), he is widely regarded as a zealous consumer advocate and a trusted mentor to advisors.

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Daniel McDonald

Chief Investment Officer

Daniel@advisorshare.com
www.advisorsharewm.com

Daniel McDonald

Chief Investment Officer

Daniel@advisorshare.com
www.advisorsharewm.com

Before Daniel McDonald started devoting his work fulltime to AdvisorShare in 2020, he served as an educational resource to thousands of financial advisors around the country. After entering the industry in 2012, he quickly became a valued partner to advisors at America’s largest banks and broker dealers in search of high-quality, fixed income alternatives to replace bond allocations in client portfolios. Daniel was tasked by financial institutions with training their representatives on how to properly use annuities that had only recently been added to their platform to decrease their overall exposure to riskier, fixed income positions. Now Daniel uses that experience to help independent financial advisors and end consumers find the best product by educating interested parties on the true pricing dynamics around insurance products.

Daniel is a second-generation, financial services professional coming into the industry under his father guidance who began his carrier in the industry in 1978. Daniel is insurance licensed in all 50 states and well experienced in considering all industry rules and regulations prior to providing proposals for clients to buy. Daniel’s high standard of care, good standing across the insurance industry, and success with growing AdvisorShare makes him an ideal fit to work directly with the clients of his valued advisor network.

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Daniel McDonald

Director of Medicare Planning

jason@medicareblueprint.com
www.advisorsharewm.com

Daniel McDonald​

Director of Medicare Planning

jason@medicareblueprint.com
www.advisorsharewm.com

Jason S. Mackey is a United States Air Force veteran who earned a top-secret security clearance while working on the B-2 Spirit stealth bomber. In 1998, after completing his service he returned to Charleston, SC, to join his family’s insurance agency. They have been an independent insurance agency since 1989, which allows them to build the best solutions for their clients. Upon his father’s retirement in 2014, Jason became president of the company. Jason has always had a passion for having a vast knowledge of the Medicare program and guiding people through it.

“I really enjoy helping people through the Medicare maze and simplifying the process,” Jason says. “I get a lot of satisfaction seeing the relief a person has after designing their plan. The best part is that we can do this at no cost to the client.”

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Michael Feriola

Wealth & Life Insurance Specialist

Michael@advisorshare.com
www.advisorsharewm.com

Michael Feriola

Wealth & Life Insurance Specialist

Michael@advisorshare.com
www.advisorsharewm.com

Michael Feriola is a Certified Asset Protection PlannerTM and an Investment Advisor Representative. As a fiduciary, the financial advice he provides to clients is driven by common denominators of strategies observed over his career.

During that time, he has worked with many top industry professionals around the country as well as many Fortune 500 families developing asset protection strategies, wealth accumulation strategies and wealth transfer strategies.

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Blair Schadler

Investment Advisor Representative Fiduciary blair@advisorsharewm.com www.advisorsharewm.com

Blair Schadler

Investment Advisor Representative Fiduciary

blair@advisorsharewm.com
www.advisorsharewm.com

Blair received his Bachelor of Business Administration degree, majoring in Finance, from Western Michigan University and is also a Certified Asset Protection Planner (CAPP™).

Blair been working hand in hand with Roccy DeFrancesco as his “right-hand man” since entering the industry and is excited to help AS WM grow to one of the premier RIAs in the industry.

Blair’s role in AS WM will be on the operations side, as part of the “advisor launchpad” offering, and to help advisors with comprehensive case design.

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