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January 3, 2025
Robert E. Lettin is a distinguished small business leader and tax planning expert
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January 2, 2025
Mark VanVoorhees, CFP®, is a seasoned expert in insurance services with more than 35 years of professional experience
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December 19, 2024
Courtney Leffall leads with integrity and leverages his entrepreneurial expertise in the wealth management sector
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December 17, 2024
Ryan K. Taleghani is a distinguished business owner and senior advisor in the financial services industry
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December 13, 2024
Anthony Caravetta is a seasoned expert in wealth management with 25 years of experience in the finance industry
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December 12, 2024
Michael A. Romano is a distinguished managing partner at Forge Financial Group of Reston, VA
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December 6, 2024
Associate Financial Advisor at The ROW Group Recognized for Excellence
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December 4, 2024
Accomplished leaders join Coconut Software to help the organization further position itself as an industry leader as it scales its operations for future growth.
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December 2, 2024
Mark Emery Boswell is an expert in asset protection and tax-free strategies within the business strategy industry
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November 25, 2024
Tanner R. Bortnem is the owner and senior wealth advisor at Harmoney Wealth PLLC
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November 25, 2024
Jason D. Fletcher, certified financial planner and senior financial consultant with Level Four Advisory Services, LLC dba DF Consultants, has 25 years of experience in financial planning and consulting
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November 20, 2024
Parth M. Panchal is an expert in capital markets, financial forecasting, and other aspects of the industry at Relativity
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November 20, 2024
Chad Hufford is a distinguished entrepreneur and small business leader in the financial sector
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November 19, 2024
Automates processes for all mutual and alternative fund types, including interval, tender-offer and other complex products
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November 15, 2024
Tracy Randle celebrates over 30 years as a distinguished wealth advisor representing Oceanfront Financial Partners
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November 12, 2024
Marquis Who's Who is proud to endorse Michael P. Farah in the Southern California Edition of
The Wall Street Journal
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October 24, 2024
Ferdinand Ruano-Arroyo is the chief executive officer, financier, real estate developer and investor at Private Equity Solutions LLC
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October 22, 2024
CEO Satnam Gambhir honored with Lifetime Achievement Award; company recognized for Industry Innovation in Technology
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October 16, 2024
Rasheed Muhammad is lauded for his expertise as a principal and managing partner at OTP Business Management
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October 15, 2024
Orrin Cellan is a distinguished expert in estate and income tax planning as a tax advisor at Onyx Financial Advisors
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