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Beren Anderson
LUTCF®
BSA Wealth Advisors
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...
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John Fitchett
Sym Wealth
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and...
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective...
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Jason Crawshaw
CPA
William Allan, Inc.
Established in 2004, The William Allan Corporation is a veteran owned, SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their...
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Arron Cramer
CFP®, AFC®, CSLP®
Paradigm Wealth Partners
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are...
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Michael Fiammetta
Lpl
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...
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Latest Blog
13 min read
16 Jan 2026
Here’s All You Need to Know About the Supplemental Executive Retirement Plan (SERP)
Benefits are always a good thing, no matter what form they take or to whom they are offered. Imagine you are buying a house and the seller throws in the furniture. That is a pleasant surprise. Or think about joining a new company. While you get the basics like health...
5 min read
12 Jan 2026
Financial Advisor Interview Tips
When meeting potential financial advisors, approach the first discussion like an interview. Ask questions that help you assess their ability to manage your finances appropriately. A good advisor will ask you about your goals, your current financial situation, future plans, and comfort with risk so they can begin shaping an...
12 min read
09 Jan 2026
What are Financial Advisor Disclosures and Why Do They Matter?
Isn’t it always better when you know what to expect? When you buy a house, you want to know whether the neighbourhood suits your vibe. When you plan a vacation, you check if the destination has good places to eat and things to do before booking your tickets. Even at...
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When it comes to building and handling a portfolio, it often feels like a two-person job...
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