Frank E. Oliver, III is the Founder and CEO of Oliver Asset Management, Inc., a specialized financial firm providing customized retirement strategies located in Colorado. Frank’s extensive education and experience working with hundreds of clients over the last 18 years positions him to have very clear insight into efficient planning procedures.

Along with creating the T.I.M.E Financial Management Systems, Frank is a member of the nation’s most exclusive group of financial advisors – Ed Slott’s Master Elite IRA Advisor Group. This advanced education creates a higher level of sophistication regarding retirement planning and gives Frank access to the most up-to-date research on IRA transfers and minimizing tax erosion for his clients and their heirs. In addition to Frank’s IRA knowledge, he has spent significant time educating himself on advanced social security strategies, greatly aiding him in designing stronger retirement plans.

Acting in a fiduciary capacity, Frank maintains both his securities and life insurance licenses in order to offer a diverse selection of investment and insurance options for his clients.

Neil is one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Neil co-developed The New Holistic advising approach and co-authored The No-Compromise Retirement Plan book.

Becky Ruby Swansburg is Partner & Chief Marketing Officer for Stonewood Financial, and co-author of the industry-leading books The No-Compromise Retirement Plan and The New Rules of Retirement Saving. A nationally-recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.

Becky has more than a decade of experience in marketing, public relations and communications across a range of industries in the for-profit, non-profit and government sectors.

Prior to joining Stonewood, Becky served as Director of Communication and Public Affairs for Greater Louisville Inc. – The Metro Chamber of Commerce, where she directed the chamber’s communications and government relations. Becky has also handled marketing and communications for several U.S. Congressmen and government agencies, and has worked in the White House Press Office in Washington, D.C.