David J. Scranton

Dave Scranton is a Connecticut and Florida resident with over 25 years of experience in financial services. He divides his time between a private practice in Connecticut and his Florida-based company, Advisors’ Academy, which teaches, trains, and provides research for financial advisors across the country.

Dave strives to educate clients on how to invest profitably by providing more conservative investments. In addition, Dave Scranton is a experienced speaker and is committed to educating people with his presentations on topics relating to conservative investments, Social Security, RMDs, Investment Planning, 401k and Estate Planning. He is dedicated to helping his clients reap the rewards of a well-planned retirement.

Nationally, Dave has appeared on some financial TV shows including, Opening and Closing Bell on CNBC, Fox Business, and Bloomberg News, sharing his insights about investing in today’s markets with a special focus on those born before 1966. His show “The Income Generation” releases new episodes every Sunday at 10 AM on his YouTube channel.

Dave is the author of three books about saving and investing, Stop The Financial Insanity, and his second book, Amazon bestseller, Return on Principle: 7 Core Values to Help Protect Your Money in Good Times and Bad released in September 2016 and his most recent The Retirement Income Store-E! released in October 2019.

Jeffrey Small

Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on some of the nation’s TV and radio shows on stations including CNBC, Fox News, and Fox Business.

Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream allowing them to enjoy retirement.

His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven investments that place readers on a path to reach or exceed the specific yield necessary for their situation.