With over 40 years at the company, Greg began his career with The Equitable in 1979. Specializing in tailored Investment, Risk Management, Estate Planning, and Financial Strategies, Greg collaborates with successful businesses and individuals to reach their goals. His expertise lies in Retirement Income Planning and Estate Planning Strategies, earning him acclaim for his dedicated work.

Professional Designations

• Chartered Life Underwriter (CLU)

Licensure

• Series 7 - General Securities Representative
• Series 65 – State Uniform Investment Adviser
• Series 63 – State Uniform Securities Agent
• Series 24 – General Securities Principal
• Series 22 – Direct Participation Programs Representative
• Series 26 – Investment Company Products/Variable Contracts Principal
• Licensed Life and Health Insurance Agent
• Greg Mieras CA Insurance License # 4026952

With nearly two decades of experience in the financial industry, I have been dedicated to guiding clients toward achieving their best possible financial future. As a financial advisor, my primary objective is to work collaboratively with my clients, forming a team dedicated to understanding and helping them strive toward their unique financial goals.
I believe that each client is distinct, with their own aspirations and values. Whether it's saving for retirement, planning to leave a legacy, or investing in a vacation property, I am committed to understanding what matters most to you. Together, we will ascertain your financial goals and help you develop a strategic plan to achieve them.

Professional Designations:
•    Retirement Income Certified Professional (RICP)
•    Chartered Life Underwriter (CLU)
Registrations and Licensure:
•    Series 7- General Securities Representative
•    Series 66 – State Uniform Investment Adviser
•    Series 63 – State Uniform Securities Agent
•    Licensed Life and Health Insurance Agent

  
In my free time, I cherish time with my wife Deb, and our daughters Riley and Maddie. 
My hobbies include handball, golf, and yoga.

Licensure

• Series 7- General Securities Representative
• Series 63 – State Uniform Securities Agent
• Series 65 - State Uniform Investment Advisor
• Licensed Life and Health Insurance Agent

Ron, a stock broker with 22 years of experience, excelled at Morgan Stanley Dean Witter before becoming Vice President at UBS Financial Services. Skilled in financial planning, estate planning, and hedging strategies, he moved his practice to Raistone Wealth Partners in 2010. Ron focuses on collaboration with his clients and his RaiStone partners to provide comprehensive solutions. His team ensures high-quality service and regular communication to meet clients' long-term financial needs.

Licensure

• Series 7 - General Securities Representative
• Series 65 – State Uniform Investment Adviser
• Series 63 – State Uniform Securities Agent
• Licensed Life and Health Insurance Agent

Since 1992, Roger has guided individuals towards informed financial decisions tailored to their goals. With a personalized approach, he offers a wide range of services, including retirement planning, asset allocation analysis, and insurance solutions. For business owners, Roger provides retirement plans, group insurance, and educational workshops for employees. Renowned for expertise and reliability, his firm offers customized strategies to help clients secure their financial future. Contact Roger's office at 515-243-4000 for a free consultation.

Professional Designations

• Chartered Financial Consultant (ChFC)
• Retirement Income Certified Professional (RICP)

Licensure

• Series 7 - General Securities Representative
• Series 65 – State Uniform Investment Adviser
• Series 63 – State Uniform Securities Agent
• Series 24 – General Securities Principal
• Licensed Life and Health Insurance Agent

With a tenure spanning 40 + years between Equitable and now RaiStone Wealth Partners, Tim has cultivated expertise in various financial service areas, including estate planning, life and annuities, and disability income. His experience extends to managing a substantial portfolio of group and individual health products, ancillary services, long-term care, Medicare supplements, and Medicare Advantage plans.

Family is at the heart of Tim’s professional journey. Starting in 2007, his daughter Julie joined the team, as his assistant and over the years has added fresh insights and energy to the health business. More recently, in 2022, his son Michael transitioned from Mutual of Omaha to contribute his expertise to the family endeavor. Together, they strive to uphold the tradition of exceptional customer care—a value Tim is proud to have instilled in his children.

Licensure

• Series 6– Investment Company Products/Variable Contracts Representative
• Series 63 – State Uniform Securities Agent
• Licensed Life and Health Insurance Agent

Licensure

• Series 7 - General Securities Representative
• Series 65 – State Uniform Investment Adviser
• Series 63 – State Uniform Securities Agent
• Licensed Life and Health Insurance Agent

Brad began his career as a financial professional in January 2025, following a successful tenure in technically oriented leadership roles within the software industry.  His transition to a financial professional role reflects a long-standing desire to make a meaningful impact by building trusted, purpose-driven relationships with clients.

Now at RaiStone Wealth Partners, Brad brings a unique blend of analytical expertise, dedication, and a collaborative spirit.  He is committed to helping individuals and families navigate their financial journeys with confidence and clarity, drawing on both his personal experience and the collective knowledge of the RaiStone team.

Brad enjoys spending quality time with his family, playing music, doing a little cooking, studying investment strategies, and staying active through fitness.

Licensure:

Series 7 – General Securities Representative
Series 66 – State Uniform Investment Adviser
Licensed Life and Health Insurance Agent
Connect:

Phone: 402-392-8432

Email: brad.kenyon@raistonewealth.com