Sean Orick, Aif®, Cpfa Email & Phone Number

Tampa/St. Petersburg, Florida Area

With over 85 years of collective experience, we were founded to help companies strengthen their retirement plans, enhance their portfolios, and to empower individual investors through holistic wealth management planning.Partnerships are the cornerstone principle that led to the formation of our firm. As a consortium of fiduciary specialists, we are dedicated solely to act in the best interests of our clients. With offices throughout the greater southeast, our advisors extend from Georgia, South Carolina, and Florida to Puerto Rico and beyond.We are backed by the support of Resource Investment Advisors (RIA), a retirement plan focused and industry leading firm. Having set the standard of success in the financial world for over 30 years, RIA is an SEC-registered investment advisor with over $6 billion in assets under management. As a team, we focus our knowledge and resources on providing the highest level of service and leadership.Advisory services offered through Resources Investment Advisors, a registered investmentadvisor. Information is provided from sources believed to be reliable however, we cannot guarantee orrepresent that it is accurate or complete. Because situations vary, any information providedon this site is not intended to indicate suitability for any particular investor. Hyperlinks areprovided as a courtesy. When you link to the 3rd party website you are leaving our site andassume total responsibility for your use at these sites.

Pension Advisors is a specialty firm focusing primarily on retirement plan consulting. We help oversee the entire retirement plan process by advising on investment choices, continuously monitoring investment performance, negotiating contract fees, educating plan sponsors about legislative and industry changes, and assisting plan participants with their accounts. As a co-fiduciary, Pension Advisors evaluates fiduciary liabilities and uncovers ways to reduce the plan sponsors exposure.Pension Advisors is an independent investment advisory firm. We do not have a bias or affiliation with any particular vendor. Our first priority is to work with plan sponsors as their trusted retirement plan consultant. Whether that means utilizing the current vendor arrangement or searching for a new provider - we will be there to assist in any way.Advisory services offered through AdviseMe National Advisors, a registered investmentadvisor. Registered Representative offering securities and additional advisory servicesthrough Independent Financial Group, LLC (IFG), a registered broker-dealer andinvestment advisor. Member FINRA/SIPC. AdviseMe National Advisors, Pension Advisors,and IFG are unaffiliated entities. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA92130.Licensed to sell securities in the following states: AL & FL.Information is provided from sources believed to be reliable however we cannot guarantee orrepresent that it is accurate or complete. Because situations vary, any information providedon this site is not intended to indicate suitability for any particular investor. Hyperlinks areprovided as a courtesy. When you link to the 3rd party website you are leaving our site andassume total responsibility for your use at these sites.

Joined national insurance agency, Insurance Office of America to establish a Registered Investment Advisory Firm focused on retirement plan consulting. Created a team to provided IOA clients with ERISA fiduciary services, including retirement plan design, fiduciary due diligence, communication, and administration.

Developed a retirement plan consulting platform for small to mid sized employers. Provided investment advice to both plan sponsors and participants.