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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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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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Aaron Stine
Stine Wealth Group
We are an independent financial advisory firm focused on helping individuals, retirees, and business owners navigate complex financial decisions with clarity and confidence. Our services include...
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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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Michael Whitney
CFA®
Waverly Advisors
In 2022, our firm adopted the name Waverly Advisors, LLC, reflecting our commitment to long-term partnerships rooted in strength, trust, and deep connection. A Waverly is defined as a meadow filled...
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Michael Allison
Blueprint Financial Advisors
Blueprint Financial Advisors is an independent financial planning and wealth management firm. We strive to demonstrate the following core principles in every interaction you have with us: Our...
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Latest Blog
12 min read
28 Jan 2026
What is Investment Analysis and Why is it Important?
Say you want to invest in equity. Now, that is a great start. Investing is a good way to build wealth and achieve your long-term goals. But before you invest, you need to get down and do some research. Putting your hard-earned money just anywhere does not make sense now,...
13 min read
27 Jan 2026
Things You Should Remember About Automatic IRAs
You are living in a world where almost everything runs on automation. Most of your home mechanics work at the press of a button, banking happens online, and even cars are becoming self-driven. So why should financial planning be any different? Automation does not just make life easier. It can...
11 min read
20 Jan 2026
What is Debt to Equity Ratio and Why You Should Know About It?
As an investor, it can sometimes feel like your job is never fully done. There are just so many things to consider. You are scanning for the right stocks, understanding market sentiment, evaluating risk profiles, and aligning everything with your financial goals and evolving needs. Amid all of this, you...
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One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
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Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary...
How to prepare for a meeting with your Financial Advisor
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
Is It Worth Paying a Financial Advisor 1%?
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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