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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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Fernando Davila III
LPL Financial - DBA JD Prime Investment Services
If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things...
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Neal Richards
Axiom Wealth Strategies
Neal Richards is the CEO and author of Axiom Wealth Strategies. He founded Axiom in the desire to help families build true wealth. He believes that there are lasting principles to wealth building...
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Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent...
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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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Ryan Veldhuizen
CFP®
Catalyze Wealth Management
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture...
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Latest Blog
11 min read
26 Dec 2025
What is a Fiduciary Financial Advisor?
Did you know the word fiduciary comes from the Latin words fidere, which means to trust, fiducia, which means trust, and fiduciarius, which refers to holding something in trust. Sometime in the 17th century, the word made its way into English and was used to describe something that inspires trust....
10 min read
24 Dec 2025
7 Ways Education Planning is Important for Your Child’s Future
Education plays a huge role in how a child understands the world. It is not just about learning science or math. Education helps your child appreciate art, philosophy, literature, and so much more. It influences how they think, make decisions, and perceive life. Over time, it helps them grow into...
11 min read
23 Dec 2025
Portfolio Risk Management: How to Measure and Manage Portfolio Risk
Whenever you invest your money in the market, a certain level of risk naturally comes with it. Your investments may lose value, your returns may fall short of your expectations, you may not be able to withdraw funds when you need them most, inflation may erode your long-term wealth, or...
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Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
When it comes to building and handling a portfolio, it often feels like a two-person job...
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