H.F. “Rick” Pitcairn, II, CFA, Chief Investment Officer at Pitcairn, gives an overview of the firm's history, evolution over the past century, and goals moving forward. 

Women, particularly single women, face unique financial challenges and needs. Cathy Curtis, CFP®, Founder and CEO of Curtis Financial Planning, has carved out a niche helping this demographic. She also shares some of the keys to successful financial planning and the importance of having a strong tech deck. 

Brandywine Oak has grown to $1.5 billion in assets under management since its inception in 2018. Founder and CEO Michael Henley
CFP®, CPWA®, CPRC®, RMA® shares industry advice, tax tips, and what he sees as the biggest gap for families in receiving financial advice.

Larrea Wealth Management CEO Aquiles Larrea Jr., AIF® discusses how he is helping clients navigate their investments as markets feel the volatility from Russia invading Ukraine. He also reflects back on his decision to launch his own RIA two decades ago and what he has learned along the way. 

Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group,  shares the do's and don'ts of tax season, how he is thinking about cryptocurrencies as technology, and some of the top questions he is getting from investors right now. 

Whealthcare Planning Founder and CEO Chris Heye, PhD discusses how COVID has changed the way people think about the relationship between health and wealth. He also looks at financial wellness and how advisors can help their clients more effectively identify and mitigate health-related financial risks. 

Amplius Wealth Advisors is celebrating is getting ready to celebrate its one year anniversary. Founding Partner & Chief Executive Officer Matthew D. Liebman, CFA®, CRPC®, CAIA® shares what it was like going independent, plans for 2022, and how the $1.1 billion RIA is working with Dynasty and Fidelity. 

The end of the year is an excellent time to review your overall investment portfolio and evaluate your existing asset allocation.  Ross Cohen, CFP® shares important tips for investors who want a more financially stable future. Cohen is a Wealth Advisor at Bartlett Wealth Management, which is a Barron's Top 100 RIA. 

Adding to its list of strategic acquisitions, Arkadios Capital recently bought Investment Architects, which manages about $1.25 billion. CEO David Y. Millican IV says one of the key factors in these decisions is identifying high-quality advisors. He expects that we will continue to see a lot more activity in the industry with interest rates so low.

CEO Joseph P. Biondo shares how Biondo Investment Advisors has expanded its RIA business to just under $1 billion in assets under management. He discusses dividend and growth strategies, how they are using ETFs and Mutual Funds, and the importance of diversified long-term planning.