Jim Wagner and John Isner on why confidence comes from the work done before consequential decisions.
Jim Wagner and John Isner on why confidence comes from the work done before consequential decisions.
Experts explore evolving annuity products, advisor technology, AI applications, retirement income strategies, and private equity's growing influence on insurers.
Named an InvestmentNews 5-Star Technology 2026 winner, Darby explains how Alaris uses buyer data and AI to measure compatibility and create more targeted matches between buyers and sellers
Jeremy Eisenstein shares how Goldman Sachs Custody Solutions is helping independent advisers scale through technology, service, and institutional expertise.
Northern Trust pushes beyond loss harvesting as concentrated stock creates tougher tax problems
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
The 2026 INA RIA Team of the Year on multigenerational wealth, impact investing, and building a firm worth being proud of.
Joseph Bert, CEO of Certified Financial Group, shares how nearly five decades of leadership and a deeply rooted team culture have shaped one of Central Florida’s most trusted wealth management firms. Recognized as part of the InvestmentNews 5-Star Wealth Management Teams 2026, the firm stands out for its unwavering fiduciary commitment, multi-generational client relationships, and remarkable consistency through every market cycle. Backed by nearly 500 years of combined experience and a strong focus on education and community engagement, Certified Financial Group continues to deliver advice that keeps clients firmly on the same side of the table.
Jared Chase, CFP®, MSF, Financial Advisor at Signature Estate & Investment Advisors (SEIA), is helping shape the future of wealth management through a thoughtful, client-centric approach. As part of a team recognized in the InvestmentNews 5-Star Wealth Management Teams 2026, he stands out for his commitment to long-term planning discipline and delivering integrated strategies that align with clients’ evolving goals. His focus on navigating complexity with clarity highlights the qualities that define today’s top-performing advisory teams.
Recognized as one of the InvestmentNews IN 5‑Star Financial Planners 2026, Cunningham stands out for nearly two decades of guiding clients through market cycles, starting in the 2008 financial crisis, while keeping their interests first as a legal fiduciary. Watch the full interview to learn how RJ and Summit Global Private Wealth turn life’s financial uncertainty into a disciplined, personalized plan for the future.
