Meet the RIA

Holly Hirt Mazzocca, CFP®, President of Bartlett Wealth Management, explains the importance of consistency, sharing more about the firm’s long history and strengths as a top RIA.

CEO Joe Schmuckler shares the history of Cary Street Partners, what he views as instrumental to the team's growth and success over the years as a Barron’s Top 100 RIA, and how they are building on that foundation with a new strategic partnership.

Jason Britton, founder and CIO of Reflection Asset Management, shares his story of breaking away from the wirehouse to launch his own firm that’s grown to $6 billion in AUM and fintech rooted in values-driven investing.

Armando A. Ureña, Senior Partner and Managing Director at Snowden Lane Partners, shares more about the firm’s path to becoming a Barron’s Top RIA, its investment approach, and growth trajectory.

In the first two years since its founding in 2022, Callan Family Office grew its AUM organically to $5 billion. CEO Jack Ginter shares more about Callan Family Office’s core values and how the firm is serving its client base of UHNW families and institutions.

Jonathan Rogers, CFP®, Co-Managing Partner at Forum Financial, shares more about the firm’s unique partnership structure, how its growth has led it to become a Barron’s Top 100 RIA, and why he describes Forum as “fiercely independent.”

Kay Lynn Mayhue, President of Merit Financial, reflects on the firm's history, client base, path to becoming a top RIA, and multi-faceted growth strategy.

Rose Capital Advisors Founder and Managing Partner Michael Rose shares how his firm is serving high profile athletes, gaining exposure to alternatives, and more.

Sarat Sethi, CFA, CIC, Managing Partner at Douglas C. Lane & Associates, shares more about the firm’s history, growth over the years, and path to becoming a Baron’s Top 100 RIA.

Brooke May, Managing Partner at Evan's May Wealth, shares the RIA's evolution, equity-focused approach, and commitment to comprehensive financial services. Discover their unique perspective in the financial landscape and the importance of a long-term investment view.