Partner with our Senior Practitioners

Hands-on leadership, camaraderie, and collaboration

Crossroads Wealth Partners is a Collaborative Marketing Organization (CMO) that offers camaraderie, accelerated learning, and a sense of belonging for high-performing independent financial advisors—or insurance agents and professionals who are considering a transition to independence. We provide a full suite of custom training resources and solutions, including a coaching component for accountability and accelerated personal growth. You can also opt for the DIY approach and work through the training materials on your own.

Is this a good fit for you? As a leadership team, our commitment to the philosophies and strategies encompassed in our training have collectively earned us decades of Inner Circle qualifications and satisfied clients. Many individuals are finding a flexible partnership with us to be a solid counterpart for their independent mindset.

Are we a good fit for you? We invite you to learn more!

Meet Our Senior Practitioners

John Dwyer

Crossroads Leadership

John Dwyer is the President and CEO of Solid Rock Financial Group, which he founded in 2009. At his company, he prioritizes servant leadership and empowering mentorship of professionals. Since he entered the financial services industry in 2005, John has made it his life’s work to not only manage his clients’ finances with integrity and forward-thinking strategies, but also to improve the landscape for his fellow professionals.

John is an eight-time recipient of Ohio National’s Inner Circle, which places him among the top 1% of financial representatives. He was a five-time qualifier and a four-time recipient of the Executive Counsel of Honor, and has served on the Ohio National Field Advisory Board, among many other awards and recognitions. He is also a Master Mentor of Circle of Wealth and The Breakaway League.

John is married to his high school sweetheart, and they share three children together. In their spare time, John and his family are sports and outdoor recreation enthusiasts.

Kevin Fink

CFP® and COO of Solid Rock Financial Group

Kevin Fink has served as a Certified Financial Planner (CFP®) since 2000. Although he has extensive experience working with individual clients, his passion lies in coaching for insurance agents and financial advisors. Kevin has been an instructor at the University of St. Thomas and the University of Houston. He is an enthusiastic life coach who has worked as a Master Trainer of Personal Growth and Leadership Development. Kevin also has a unique credential that isn’t commonly found in financial advisors: He is a Master Practitioner of Neuro-Linguistic Programming (NLP) and Hypnosis, and he enjoys teaching other professionals how to use NLP and hypnosis techniques in interactions with clients. Since 2021, Kevin has served as the Chief Operating Officer of Solid Rock Financial Group, where he specializes in the coaching and professional development of his fellow CFP® professionals. In his spare time, Kevin enjoys traveling with his wife, Michelle, and their five children. He plays golf and board games, and cares for his family’s two rescue dogs.

Bryan Bloom

CPA

Bryan Bloom is a Certified Public Accountant (CPA) with well over 35 years of experience. He specializes in tax-free retirement planning and tax return preparation. Bryan comes to Crossroads with a wealth of varied professional experiences. Early in his career, he served as the Chief Financial Officer for the State Universities Retirement System of Illinois, where he worked to maximize the retirement plans of public sector employees. He also has experience in developing 401(k) plans for small businesses, having worked closely with a third-party administrator, Benefits Planning Consultants.

During the past 15 years, Bryan has focused his work on individuals who need assistance planning for retirement. He takes great pride in steering his clients away from common financial myths and pitfalls while empowering them to build practical strategies for retirement. Bryan has authored five books over the course of his career, including the series Confessions of a CPA. The series debunks popular, yet inaccurate wisdom regarding traditional financial planning.

Bryan is a devoted family man who recently celebrated 40 years of marriage with his wife, Pam. They take pleasure in spending time with their two daughters, grandson, and three granddaughters.

Chad Rogers

CLU, ChFC

Chad Rogers is the President and CEO of Rogers Financial, Inc., which he founded in 2012. Rogers Financial is a highly acclaimed insurance and investment firm that designs and implements sophisticated insurance and investment-based wealth transfer strategies for professionals. Chad has achieved the Million Dollar Round Table benchmark of production, and was honored with the Court of the Table and Top of the Table, among other awards.

Prior to founding his own company, Chad worked with Northwestern Mutual, where he earned the bronze, silver, gold, and platinum awards. He was also designated as a Forum Representative, among many other awards and accolades. Chad earned his degree from the University of Central Oklahoma, but he is of the opinion that education never ends, and he is committed to lifelong professional development. He has earned his Securities 6, 7, and 63 licenses, and has attained certification from the prestigious American College, the Chartered Life Underwriter CLU® and the Chartered Financial Consultant ChFC®.

Chad and his wife Kandi have four children, two of whom are grown. In his spare time, Chad enjoys volunteering for community initiatives such as the Tuttle Baseball Booster Club.

Crossroads Wealth Partners is dedicated to helping high-performing advisors and insurance agents who seek independence, greater flexibility, freedom, and a community of like-minded professionals.

For more information about our philosophy, this case study is a compelling example of what we see far too often. Financial misinformation has misguided this Power Couple! Thankfully they found us, a team of financial professionals that does NOT prescribe to traditional financial thinking.

If you want to see firsthand how two highly intelligent and successful people that seemed to have it all figured out ran into issues, and what we did to help them—download this complimentary case study to find out.

Carrier Access

With Crossroads Wealth Partners, you will have access to some of the biggest mutual insurance carriers, without needing to be captive or meet demanding minimums.