Oscar learned the value of helping others from his dad and carried that attitude into his career as an advisor, which led to great things. Watch the video below to hear his story.

Jeff is not your typical advisor. While others may tell clients to save money, he encourages them to spend more of it. He believes they can build a plan that allows them to enjoy life, both now and in their golden years. This mindset is what led him to the industry and continues to drive him after more than 20 years.

With a degree in math and finance and a will to succeed, Marianna accepted a job on Wall Street. But a compelling conversation with her dad's financial advisor inspired the belief that wealth management could be more than just balance sheets and positive returns. Now, she dedicates herself to sharing financial insights and empowering clients to make better choices for themselves.

After his grandmother had a dissatisfying experience with her financial advisor, Chad consulted with a college professor who encouraged him to enter the industry. Now, he thrives on creating long-lasting relationships and navigating clients through market turmoil.