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John O'Connor
CFP®
SageSpring Wealth Partners - O'Connor Wealth Team
At SageSpring Wealth Partners, our priority is you. Our advisors craft financial plans designed for you and the life you desire to build, so you can have confidence for tomorrow and peace of mind for...
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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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Christopher Cornett
CFP®, CRPC®conferred by College for Financial Planning.
The Pinnacle Financial Group-LPL
Our goal is to build a long-term partnership with you. We understand everyone's circumstances and objectives are highly individualized which is why you need a personal financial plan. We are not...
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Brian Penney
Capital Synergies
We believe in continuing to set goals and imagine different futures. Our mission is as consistent as the attention it provides: to have a dedicated, enduring relationship with clients, helping to...
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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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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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Latest Blog
11 min read
14 Oct 2026
Is Retirement Planning a Tax Strategy or a Life Strategy?
Taxes are a major part of retirement planning, whether people realize it or not. For much of your working life, you save and invest, often without paying taxes on that money right away. But when you withdraw those funds in retirement, taxes are likely to show up. Capital gains, interest,...
14 min read
13 Oct 2026
How Many Stocks Make An Ideal Portfolio?
Buying a stock today takes about as much effort as ordering coffee. No broker on the phone, no minimum lot size, no waiting for a paper confirmation in the mail. That ease is exactly why so many portfolios drift into two bad shapes. Some end up holding four or five...
15 min read
12 Oct 2026
Should Your Portfolio Become More Conservative as You Approach Retirement?
Somewhere in your late 50s, your money’s character changes. For three decades, it fueled growth. Now it’s about to become your paycheck. That shift is why the oldest rule in retirement planning tells you to trade stocks for bonds as the date approaches, and why a conservative retirement portfolio, one...
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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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