Our Team
Ryan Dalit
President and Founder
Ryan Dalit brings an experience-driven approach to helping late-career employees and retirees navigate the complexities of retirement planning with clarity and confidence. Inspired by his own family’s experience with financial uncertainty during a sudden loss, Ryan understands the deeply personal nature of planning for life’s transitions.
Ryan guides clients through a comprehensive retirement planning process that focuses on the key pillars, including retirement income, tax mitigation, healthcare and legacy planning.
Ryan takes pride in building meaningful relationships through listening carefully to each client’s retirement goals, values and concerns — then providing education and tailored strategies designed to support a worry-free and fulfilling retirement.
Ryan is a devoted husband and father of two. Outside of helping successful individuals and couples transition to a worry-free retirement, he enjoys spending time outdoors and embracing the freedom and balance that nature provides.
Mark MacDonald
RFC®, Investment Advisor Representative
Life and Health Insurance Agent
Mark MacDonald is a distinguished leader in the field of retirement and estate planning, serving as President of Advanced Wealth Preservation and CEO of Physicians Retirement Planning. Mark consults with Advanced Retirement Advisors to help clients across the country with late-career retirement, estate, tax, portfolio, insurance and health care planning. As a fiduciary, he prioritizes his clients’ needs, goals and dreams and works tirelessly to help Advanced Retirement Advisors craft personalized strategies that ensure worry-free retirement and estate plans.
With extensive experience as an investment advisor representative with Brookstone Capital Management (Schwab Custodial Services) and licensed in life, annuity, disability, long-term care and Medicare Supplement, Mark effectively consults with Advanced Retirement Advisors to help professionals, corporate and self-employed individuals and public sector employees navigate the complexities of retirement planning. His expertise is further enriched by his role as a leading national financial literacy educator, where he passionately educates individuals in retirement security.
Outside of his professional life, Mark values family and community. Happily married for 42 years, he treasures time spent with his wife, two daughters, two grandchildren and close friends. An enthusiast of teaching, active sports, reading, music and travel, he finds joy in sharing valuable knowledge that empowers others to live a fulfilling and financially secure retirement.
Crystal Elkins
CLIENT SERVICES MANAGER
As Client Services Manager, Crystal supports clients with their new business and ongoing support needs. Crystal has 18 years of client support experience at Advanced Wealth Preservation, Physicians Retirement Planning, Wells Fargo Advisors and A.G. Edwards where she assisted and continues to help clients achieve their retirement goals and needs. Crystal is driven to make sure all her clients have the best possible service and experience.
In her free time, Crystal enjoys being a mother of two, going to the beach and spending time with family. You can reach Crystal at Crystal@ADVWP.com or 310-742-1448.
Bethany Salzano
CLIENT SERVICES MANAGER
Bethany assists clients with their formal annual reviews and their support needs between annual reviews. She also coordinates marketing support for our client’s informational needs. Bethany has over a decade of experience in finance, investor relations, and client success. She has an extensive background in luxury real estate finance and private investment, where she managed high-profile investor relationships, helped structure multimillion-dollar transactions, and implemented strategies to optimize portfolio performance. Bethany is dedicated to helping clients protect their wealth and create long-term, worry-free retirement plans with clarity and confidence.
In her free time, Bethany enjoys traveling, sailing, and spending time with her family. You can reach Bethany at Bethany@ADVWP.com or 310-742-1448.
Lorilee Fontana
CLIENT SERVICES MANAGER
Lorilee assists clients in setting up their dynamic retirement plan, stress test their portfolios and is the point person for scheduling client meetings. Lorilee has over 16 years’ experience as a Medical Financial Advisor servicing clients with their unexpected medical expenses and needs. Lorilee is dedicated to building strong, lasting relationships with clients through her attentiveness and personalized service.
In her free time, Lorilee enjoys spending time with her husband, daughter and their new pup, Jackson. You can reach Lorilee at Lorilee@ADVWP.com or 310-742-1448.