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Allen L. Frederick
Farther Finance Advisors, LLC
Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. The fastest-growing financial services firm in the country,...
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Justin Stanfill
Founding Partner
Cerrito & Stanfill Wealth Management
At Cerrito & Stanfill Wealth Management, we build portfolios with a Purpose In Mind. That Purpose is the one you outline to us in our planning process. Once we thoroughly understand what you are...
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Bill Clinton
CFP®, CPWA®, CIMA®
LPL - Riverstone Wealth Planners
At Riverstone Wealth Planners, our mission is to provide personalized, white-glove financial services that empower our clients to confidently pursue their financial goals. We work closely with...
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Mitch Simkins
Farther Finance, LLC
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer...
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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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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Latest Blog
11 min read
05 Oct 2026
Here’s How You Can Prepare for Your Children’s College Education While Saving for Early Retirement
If you are a parent, a guardian, or even a grandparent, saving for a child’s higher education may be one of your biggest financial goals. Recent data makes it clear why. According to EducationData.org, the average cost of college in the United States is roughly $38,270 per student per year,...
10 min read
29 Sep 2026
Everything You Need to Know About Investing in Index Funds
Being a copycat does not always pay off. Having your own style and doing your own thing is usually the better approach. However, copying isn’t always a bad idea. In fact, index funds are a bit of a copycat because they mimic a benchmark index. This lets them potentially deliver...
9 min read
28 Sep 2026
Managing Risk in Your Portfolio with Tail Risk Hedging
Even long-term investing and strategies like dollar-cost averaging can help mitigate risk and achieve potential long-term gains, but the market remains unpredictable. Yes, there are patterns, but these patterns can sometimes work in ways you may never anticipate. Extreme investment outcomes and market events can wreak havoc on your portfolio....
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