Blog Articles

    Filter by tags
    See all
    Filter by months
    See all

    Nina O'Neal: Spotlight on Women in the Financial Services Industry

    Meet Nina O'Neal. Nina O'Neal is an Investment Advisor and Partner at Archer Investment Management with a focus on financial planning for high income ...

    Mary Beth Storjohann: Spotlight on Women in the Financial Services Industry

    Meet Mary Beth Storjhann.  Mary Beth Storjohann, CFP® is the Founder of Workable Wealth, a financial firm focused on a "fun, albeit no-nonsense ...

    Catherine Weatherford: Spotlight on Women in the Financial Industry

    Meet Catherine Weatherford. Catherine Weatherford is the President and CEO of the Insured Retirement Institute (IRI), a not-for-profit organization ...

    Rianka Dorsainvil: Spotlight on Women in the Financial Industry

    Meet Rianka Dorsainvil. Rianka Dorsainvil is a Certified Financial Planner® and founder of Your Greatest Contribution, a virtual, fee-only financial ...

    Pamela Capalad: Spotlight on Women in the Financial Industry

    Pamela Capalad is a Certified Financial Planner® and founder of her firm Brunch & Budget. Pamela believes that financial advising should be about ...

    Sophia Bera: Spotlight on Women in the Financial Services Industry

    Our advisor this week is Sophia Bera. Sophia Bera, CFP®, is the Founder of Gen Y Planning LLC, a financial firm focused on helping clients in their ...

    Amy Hubble: Spotlight on Women in the Financial Services Industry

    We are excited to announce the launch of our new blog series: Spotlight on Women in the Financial Services Industry.