Retirement and Investment Services

Shaun Floresca
Financial Consultant

Shaun has enjoyed working with families and individuals to help them work toward their financial goals since 2002. At Alliant Retirement and Investment services, we partner with our members through all stages of their life to build a financial roadmap that is tailored to their unique needs, and create a path to financial independence.

Education
B.S. Management Information Systems/Finance—Lewis University

Licenses & Registrations
FINRA registered (Series 6, Series 7, Series 63, Series 65, held with LPL Financial)
Life, Health & Long Term Care Licensed

Shaun’s extracurricular passions are his family, golf, exercise, playing guitar and watching any of our beloved Chicago sports teams.

Nicholas Hamilton
Financial Consultant

Nicholas specializes in comprehensive financial planning for individuals and families. He has extensive experience with 401(k)s and other retirement plans, and loves making a positive difference in the financial health of members. A recent transfer from Wisconsin, he has been helping people since 2001.

Education
B.S. in Business Administration / minor in Economics – University of Wisconsin-Stevens Point

Licenses
FINRA registered (Series 6, Series 7, Series 63, Series 65, held with LPL Financial)
Life, Health & Long Term care licensed

Outside of work, Nick enjoys spending time with his wife Heidi and their new son Patrick. Nick and his family love to travel to new and exciting destinations whenever possible. Nick is also an avid sports fan.

Terence Powell
National Manager and Financial Consultant

Terence Powell started his career in Financial Planning in 1996 after serving on active duty in the United States Army.  He specializes in wealth management financial planning which includes wealth preservation, 401(k) planning for businesses and individuals, tax-advantaged investment strategies and life insurance planning.

Working together, Terence and his client families create a customized plan to help achieve three key financial goals:

1. Accumulate wealth during your working years
2. Protect and preserve assets during your retirement
3. Plan for the transfer assets to your heirs in the most advantageous way

Education
BA, Northern Illinois University, 1993

Licenses & Registrations
FINRA Series 7, 6, 63, 65, and 26 held with LPL Financial.

Outside of work and spending as much time with family and friends as he can, in his spare time Terence is an award winning theater actor.

Thomas Brunz
Financial Consultant

Thomas Brunz, a Colorado native, specializes in needs based financial planning which includes retirement income planning, wealth preservation, 401(k) planning, tax-advantaged strategies, and life insurance planning. Thomas has been helping clients work toward their financial goals since 2006.

At Alliant Retirement and Investment services we help members develop a plan that will guide them through their individual financial situation. We realize your situation is unique, and will tailor an individual plan to meet your needs.

Education
Bachelor of Arts (B.A), Business Administration/Marketing - Mesa State, Grand Junction, CO

Licenses & Registrations
FINRA registered (Series 7, Series 66, held with LPL Financial)
Life, Health & Long Term Care Licensed

Giacomo Parente, CFP^®
Financial Consultant

Giacomo has been enjoying helping people with their financial needs since 2004. Giacomo advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. At the heart of Giacomo's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.

Giacomo provides a highly personalized approach to investment management, tailoring financial planning and investing to the unique and changing needs of each client. He offers clients a wide range of services, including: retirement plans, portfolio development, tax minimization, education plans, and asset protection with a specific emphasis on helping to pursue a lifetime, retirement income stream.

Education
B.S. Business/Management, University of Westminster, London, UK
Earned CFP®=CERTIFIED FINANCIAL PLANNER™ designation in 2008

Licenses & Registrations
FINRA registered (Series 7, Series 66, held with LPL Financial)
Life, Health & Long Term Care Licensed - CA Insurance Lic# 0E88974
CERTIFIED FINANCIAL PLANNER™ Practitioner

Giacomo enjoys tennis throughout the year, sailing in the Bay Area and skiing in the wintertime. In addition to English, Giacomo currently speaks Italian, Spanish and Portuguese and is on his way to learning French and Japanese.

Matthew McMillon
Financial Consultant

"Empowering Clients to Achieve Lifelong Success by Developing a Community of Well Informed Investors"

Matthew believes regardless of your stage in life, financial goals or economic concerns, you need a solid plan and accurate information to help you manage your finances. Short-term goals, long-term aspirations, daily expense, taxes, insurance and income all come into play. How do you keep it all under control? At Alliant Retirement and Investment Services we specialize in comprehensive financial strategies. Whether you have one simple need or would like an overall evaluation, Matthew can help.

Education
B.A. Religion 2001 – Pepperdine University, Malibu, CA

Licenses & Registrations
FINRA registered (Series 6, 7, 63, 66, held with LPL Financial)
Life, Health, Accident & Long Term Care Licensed – CA Insurance Lic#0G24803
CA Public Notary Commission #1885849

When Matthew is not at work you can find him with his family enjoying his 3 year old daughter, bike rides to the beach, on the golf course, playing softball or racquetball, at the gym, at USC football games, or watching Dodger baseball.

Bernell D. Baker
Financial Consultant

Bernell believes in matching each client to a plan that specifically targets their individual needs. He does this by planning both short term goals and long term goals. He uses various wealth management systems and tax strategies. He prides himself by offering the best service to all his clients, and achieves this by educating his clients so they understand what their strategy is.

Education
Bachelors degree in Finance at Roosevelt University where he graduated with honors.

Licenses & Registrations
FINRA registered (Series 6, Series 7, Series 63, and Series 66, held with LPL Financial)
Life, Health and Variable Contracts Licensed

When Bernell is not at work he loves spending time with his wife of 20 years, Irene, and their three children Andrew, Matthew and Caitlin. He loves being outdoors. Although he has never lived in Pennsylvania he is a huge Pittsburg Steelers fan.