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Press Release
April 6, 2026
Linda D. Moten brings a wealth of expertise in finance, technology, health coverage and retirement planning to her leadership role as the owner of 7 Financial Solutions
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April 2, 2026
Alejandro S. Richardson, SE-AWMA, CRPC, brings more than a decade of experience in financial solutions and service in the United States Navy to his leadership role with Wells Fargo Advisors
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March 20, 2026
Tony Fontana earns prominent placement in Millennium Magazine's Twenty-second Edition
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March 20, 2026
Fee-Only, Fiduciary-Friendly 401(k) and 403(b) Plan Services for Businesses and Nonprofit Organizations
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March 18, 2026
For the third year in a row, the T3 Inside Information Software Survey recognized DPL Financial Partners as the market share leader among insurance platforms in the advisor life insurance and annuity space
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February 22, 2026
Financial Design Group (FDG), announced the opening of its ninth branch office in Independence, OH, with the addition of the Jim Jack team from Ameriprise Financial.
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January 29, 2026
Stephen O. Ashley is recognized for fifteen years of dedicated service in the financial services industry
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January 28, 2026
Ric "Eric" Carroll is a distinguished professional in the financial services and insurance industry, He is also a Certified College Advisor and strong advocate for financial literacy.
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January 26, 2026
Lorenzo J. Uribe, Veteran Law Enforcement Leader Turned Renowned Entrepreneur, Mentor, and Financial Professional, Selected for Inclusion in Marquis Who's Who.
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January 21, 2026
Ryan Y. Mullin is an experienced professional in the financial services industry with nearly two decades of practice in family household retirement planning
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January 15, 2026
Sandra F. Scott is a dedicated professional in the health and wellness field with a career spanning more than 30 years
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January 8, 2026
Kinjal Desai, MD, is a distinguished physician with expertise in stroke neurology and neurocritical care. In addition, he has established himself as a successful entrepreneur through a commercial real estate acquisition business.
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January 8, 2026
Bryan S. Smith is a respected wealth management leader and real estate expert recognized for community impact and multigenerational stewardship.
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January 7, 2026
Mickey Elfenbein is dedicated to helping clients optimize retirement planning and outcomes
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December 23, 2025
Joseph Ciliberti celebrated for more than 10 years of professional success
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December 18, 2025
Thomas Grogan brings four decades of expertise in business-to-business marketing to his role as principal consultant at Luthi, LLC
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December 16, 2025
Jackson says the growing attention on rapid market movements can distract new investors from building steady, long-term investment habits.
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December 9, 2025
Sabine Stovall brings more than 15 years of experience in financial and estate planning to her ownership role at The Wealth Planning Company
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Press Release
December 8, 2025
A growing number of Americans are shifting their retirement-income strategy away from depending solely on Social Security or a traditional 401(k) toward securing a guaranteed lifetime income through an annuity.
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Press Release
December 3, 2025
Stephen O. Ashley is recognized for fifteen years of dedicated service in the financial services industry
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