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Piton Wealth tracks a number that most wealth management firms would rather see going in the opposite direction: assets leaving the firm. Founder and CEO Michelle Clary calls it “assets under distribution,” measuring the money clients use to fund the lives and legacies they’ve been planning for, from major purchases and family gifts to charitable contributions. Rather than treating those outflows as losses, Piton celebrates them, while maintaining a disciplined goal of 10% net new money each year. Michelle joins Meg to unpack the economics behind that philosophy and the growth engine required to sustain it. They explore Piton’s advice-first model, its approach to fostering producing advisors from within, and why building those capabilities is central to the firm’s plans for internal succession. Mandy Tuong, President and CEO of Thrivent Charitable, also joins the conversation to offer a broader perspective on what charitable planning can mean for advisor growth and client relationships. It’s a compelling look at what happens when a wealth management firm measures success not only by how much money clients entrust to it, but by what that wealth ultimately allows them to accomplish. 0:00 - Why Outflows Deserve Attention 3:40 - Defining Assets Under Distribution 6:10 - The Conflict Advisors Avoid Naming 10:08 - Early Blind Spots Building An RIA 14:21 - Training Service Advisors To Hunt 15:04 - Organic Growth Through Referrals 17:36 - How Generosity Shows Up In Meetings 24:44 - Do Charitable Plans Hurt Revenue 32:32 - Next-Gen Relationships And Referrals 35:27 - Planning For Outflows With 10% Net 37:42 - Sponsor Message From FICOM Partners 38:36 - Advice Fees As The Front Door 41:29 - Building Producers From The Front Desk 46:31 - Skills And Incentives That Drive Production 48:43 - Marketing As An All-Hands Practice 50:29 - Where To Start With Charitable Planning 56:12 - Designing For Internal Succession 1:00:15 - Living The Values In The Community 1:03:07 - The Boardroom Moment That Sparked It 1:09:21 - The Simple Experiment And Closing CTA Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteMichelle Clary on LinkedInPiton Wealth WebsiteMandy Tuong on LinkedInThrivent Website

Cerity Partners was founded with an ambitious idea: build an independent wealth management firm with the professionalism, scale, and staying power of the world’s leading accounting, law, and consulting firms. Today, that vision has grown into a roughly $200 billion firm with 1,700 professionals, 375 partners, and a 60,000-square-foot university dedicated to developing its people. Cerity Partners CEO Kurt Miscinski and Chief Growth Officer Michael Barry join Meg to unpack the infrastructure behind that growth, from partnership and talent development to workplace wealth, digital marketing, and a disciplined approach to the client experience. Their conversation explores what it takes to turn proven ideas into an enduring enterprise, and why, in an increasingly AI-driven world, human connection may become wealth management’s most important differentiator. Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteMichael Barry on LinkedInKurt Miscinski on LinkedInCerity Partners Website About Ficomm Partners Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts. For more information, visit ficommpartners.com.

Nearly every wealth management firm says it's aligned with its clients. Very few can hand a prospect the proof. Simon Quick Advisors can. The firm's owners commit their own capital to the same investment vehicles they present to clients, and they use the same CPAs and the same trust and estate attorneys. When the firm launched a co-mingled private equity vehicle this year, more than 30 colleagues invested their own money in it. Both founding families are still fee-paying clients of the firm they built. The family office capability arrived the same way, fully formed. The 2017 merger brought over a team that had been running a single-family office for close to 30 years, with its processes, its service model, and its vendor relationships intact. In the nine years since, Simon Quick has tripled from roughly $3 billion to $9 billion in assets under management. The firm now serves 678 households at an average relationship size of $13 million. Meg sits down with Managing Partner Chris Moore, Partner and Corporate Development Officer Mark DeLotto, and Chief Marketing Officer and Principal Darcy O'Brien. They get into why organic growth has to work before inorganic growth can, what a year of underperforming paid lead gen taught them about order of operations, how Darcy runs marketing KPIs backward from a client target, and the week two inbound leads arrived because they'd asked ChatGPT for an advisor who could help them. 0:00 - New Growth Equation From Investor Data 1:38 - Why Simon Quick Caught Our Eye 4:33 - Origin Story Of Two Families 6:56 - Family Office Capability Built For Complexity 10:14 - Alignment Through Investing Alongside Clients 12:52 - Alternatives Platform And Private Markets Access 17:26 - Inflection Points That Fueled Rapid Growth 22:33 - Balancing Organic Growth With Inorganic Deals 31:50 - Treating Marketing Like A Growth Engine 34:30 - Paid Lead Gen Lessons The Hard Way 44:42 - How Ultra Wealthy Clients Search Today 49:41 - Measuring Marketing With Pipeline KPIs 52:33 - Acquisitions Lift-Outs And Right People 1:01:31 - Independence Capital Choices And Staying Relevant 1:07:24 - Head Of Client Growth Closes Gaps 1:11:22 - AI Cyber And The Future Relationship Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteMark DeLotto on LinkedInDarcy O'Brien on LinkedInChris Moore on LinkedInSimon Quick Advisors Website About Ficomm Partners Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts. For more information, visit ficommpartners.com.

For years, the wealth management industry has operated under a familiar assumption: the future belongs to the biggest firms. Scale has become the answer to nearly every strategic question, leaving many leaders wondering whether independent firms can continue to compete without becoming part of something larger. Peak Retirement Planning offers a different perspective. In this episode, Meg sits down with Founder and CEO Joe Schmitz Jr. and Director of Standards Megan Casselberry to explore how a firm that launched in late 2021 has grown to more than $630 million in assets by building a business where marketing isn't simply a department; it's the foundation of the operating model. The conversation examines what happens when content informs nearly every aspect of a firm, from hiring and advisor development to client experience, niche positioning, and long-term strategy. Joe shares why he believes Peak is "more of a media company than a financial planning business," why every piece of client-facing content remains intentionally human, and how consistency, not shortcuts, created a marketing engine that now generates dozens of qualified opportunities each week. Along the way, they discuss the discipline required to protect culture while growing rapidly, the advantages of developing talent from the ground up, the philosophy behind keeping critical functions in-house, and why saying "no" to the wrong clients can be just as important as attracting the right ones. Whether other firms choose to follow Peak's playbook, the broader lesson is clear: sustainable growth isn't reserved for the industry's largest firms. It belongs to organizations willing to rethink how growth is created in the first place. 0:00 - The Myth Of Inevitable Consolidation 4:00 - Peak’s Growth Numbers And Origin Story 8:48 - Building A Media Company First 15:20 - YouTube Consistency And Workshop Grind 20:00 - Director Of Standards And Brand Fit 24:10 - Niches Built Through Books 27:20 - Why Peak Rejects AI Content 30:38 - Insourcing Marketing And Client Services 34:53 - Unit Economics And Reinvesting Profits 41:36 - Lead Volume And Saying No 44:57 - Hiring Pipeline Built For Scale 51:40 - Training, Pay, And Coaching Culture 57:35 - Why The Dayton Office Closed 1:00:07 - Founder-Led Content And Human Brands 1:05:34 - Standards, Simplicity, And 2026 Goals 1:10:52 - Key Takeaways And Listener Next Steps Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteJoe Schmitz Jr. on LinkedInMegan Casselberry on LinkedIn Peak Retirement Planning, Inc.  About Ficomm Partners Founded in 2012, Ficomm Partners delivers strategic marketing and PR solutions for financial advisory teams across all channels. Through strategic consulting, execution services, and advisor coaching, Ficomm empowers firms to achieve measurable growth objectives aligned with business goals. The firm helps advisory businesses articulate their authentic value, connect meaningfully with ideal clients, and diversify lead sources. Combining industry expertise with human-centered strategies, Ficomm guides teams to increased net new assets, deeper client engagement, and sustainable business scaling. For more information, visit ficommpartners.com.

What creates a growth advantage that competitors can't easily replicate? In this episode of Growth Leaders of Wealth Management, Meg sits down with Grant Rawdin, Founder and CEO of Wescott Financial Advisory Group, Carrie Delgott, President and COO, and Alex Rawdin, Director of Client Development and Growth Strategy, to explore how a firm founded inside a law practice nearly 40 years ago continues to evolve while staying true to the principles that shaped it from the beginning. Built on long-term relationships, specialized expertise, operational discipline, and a deep understanding of human behavior, Wescott has focused on strengthening the underlying systems that make growth possible. That approach has shaped everything from the firm's expansion beyond its legal roots to the development of a growth infrastructure centered on people, process, technology, and data. Along the way, the story touches on acquisition integration, next-generation talent development, behavioral psychology, client engagement, and the cultural practices that have helped Wescott maintain its identity through decades of growth and change. Nearly 40 years after its founding, the firm continues to balance consistency with curiosity, proving that durable growth often comes from investments that compound quietly over time. For leaders seeking to build something that can endure across generations, this episode offers valuable insight into the structures, habits, and decisions that stand the test of time. 0:00 The Search For Durable Growth 4:28 Meet Wescott And The Guests 7:30 Founding Inside A Law Firm 10:59 Inflection Points And Rah Rah 15:20 People, Process, Technology, and Data 21:32 Centralize Then Democratize Business Development 27:40 Growth Channels And COI Verticals 34:01 Pharma Acquisition And Integration Truths 47:20 Digital Lead Gen That Broke 52:07 Ideal Client Profile And Content Engine 56:44 Behavioral Roots And Perfect Score 1:06:54 B Corp Culture And Talent Pipeline 1:17:29 Incentives Training And Monday Morning Quarterback 1:25:09 AI Experiments Next Chapter Closing Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteGrant Rawdin on LinkedInCarrie Delgott on LinkedInAlex Rawdin on LinkedInWescott Financial Advisory Group website

Most firms say they care about culture. Coldstream Wealth Management built a system that forces it. At a time when private equity has become the default path to scale, Coldstream has taken a different route: eight acquisitions in five years, more than tripling assets, and not a single dollar of outside capital. No investment bankers. No fund timelines. No external pressure to close. So what replaces it? In this conversation, Meg talks with CEO Kevin Fitzwilson, President of M&A Josh Harris, and Chief Growth Officer David Christian about what it actually takes to build an acquisitive firm without private equity. The intellectual capital required to represent yourself in deals. The long-standing bank relationship that quietly powers their growth. And why they believe direct, unfiltered conversations reveal more about a partner than any data room ever could. You’ll also hear how Coldstream defines its ideal client at scale across ten teams, why growth is treated as a firm-wide responsibility, and how a shared mission of “enhancing people’s lives” translates into a 10-year vision without letting AUM become the goal. But the most important idea runs deeper: culture fit isn’t something they evaluate after the fact. It’s something they design for. Through employee ownership, deliberate pacing, and a willingness to walk away, they’ve built a system that attracts a specific kind of founder, and filters out the rest. This isn’t a story about avoiding private equity. It’s a story about what you have to build instead. Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteKevin Fitzwilson on LinkedInJosh Harris on LinkedInDavid Christian on LinkedInColdstream Website 0:00 The PE Assumption Gets Challenged  5:53 Building Deal Skills Without Sponsors  8:27 Why Coldstream Avoids Bankers  14:07 Ideal Client Work At Scale  20:52 Mission First And A 10-Year Plan  30:48 Integration Lessons And Talent As M&A  36:06 Founders Explain The Leap  42:35 Culture Fit As Structural Design  52:30 Ownership Architecture And Financial Discipline  1:02:30 What Comes Next And Real Threats  1:11:28 Infinite Mindset And Closing Requests About Ficomm Partners Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts.

Most firms say they want to last. Truepoint Wealth Counsel engineered it. When PE valuations exploded and peers were cashing out at eye-popping multiples, Truepoint Wealth Counsel did something almost unheard of: they put the PE decision to a vote. One shareholder, one vote, regardless of ownership size. The result? An overwhelming mandate to stay independent and double down on growth. That vote didn't just settle a question. It forced one: if you're not selling, how do you actually build a firm designed to outlast its founders? In this conversation, Meg talks with founder and chairman Michael Chasnoff, CEO Steve Condon, and Director of Growth Abby Tuke about what 36 years of employee ownership actually looks like in practice. The financing mechanism that lets employees buy in, the governance structure that separates ownership from management, and the comp model that rewards firm-wide growth instead of individual production. You'll also hear about Commas, Truepoint Wealth Counsel's subscription-based service arm for wealth accumulators, the segmentation mistake that allowed them to realize a third service tier they never planned on, and why a 20-year time horizon changes every decision from marketing to technology to AI readiness. This isn't a succession planning story. It's a story about what becomes possible when permanence is the strategy from day one. 0:00 — What Does It Actually Mean to Build a Firm That Lasts? 4:41 — Why Michael Chasnoff Started TruePoint in 1990 8:13 — Employee Ownership as a Growth Strategy 10:01 — The Mindset Shift That Made Ownership Distribution Possible 15:42 — How Employees Actually Afford to Buy In 16:48 — The Private Equity Vote That Changed Everything 26:01 — Building a Growth Culture Without Sales Language 35:06 — No Individual Incentives, Firm-Wide Reward 42:49 — The Segmentation Mistake That Led to a Third Service Tier 54:55 — Why AI Readiness Starts With Clean Data Connect with us:  Megan Carpenter on LinkedInFicomm Partners Website Michael Chasnoff on LinkedInSteve Condon on LinkedInAbby Tuke on LinkedInTruepoint Wealth Counsel Wealth Counsel

Most firms treat liquidity like an event. Parallel built it into the system. Instead of waiting for retirement to solve succession, they created a way for advisors to transition pieces of their book internally, get paid through revenue share, and free up space to grow again. No forced sale. No awkward handoff. The next advisor steps in, incentives stay aligned, and clients never feel the shift.  They also give advisors a real choice. Monetize up front through M&A, or partner and monetize later. Same platform. Same culture. Different timing. That flexibility changes recruiting conversations and keeps good advisors building longer. In this conversation, Meg talks with CJ Rendic, Mike Murray, and Jake Schutt about what actually drove Parallel from $5B to over $10B, why their digital lead gen experiment didn’t convert, how they built peer accountability instead of boss pressure, and why autonomy, relationships, and economics still run this industry. 0:00 — The Myth of Silver Bullets & Parallel’s Inflection to $10B 6:20 — The Three Levers of Growth: Organic, Inorganic, Market 12:28 — Solving Capacity with Internal Book Transitions 16:58 — Infrastructure That Scales: Pods, Planning, Centralized Teams 20:24 — Forums, Peer Accountability, and Advisor Activation 24:00 — Corporate Lead Gen Trade-Offs & The Bay Area Experiment 31:40 — M&A vs. Recruiting: Dual Paths, Dual Equity, Real Optionality 42:37 — Scaling Culture Through Systems, Not Slogans 46:12 — Autonomy, Relationships, Economics & Gamified Activity 51:40 — Market Capture, AI Tools, and the $100B Vision Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteCJ Rendic on LinkedInMichael Murray on LinkedInJacob Schutt on LinkedInParallel Advisors

When a firm grows, most people picture the same things: more clients per advisor, more complexity stacked onto the day, and longer hours that slowly become the norm. The common result is that growth shows up as pressure before it shows up as progress. Mission Wealth challenged that assumption early and built a firm around a different idea: protect capacity first, then design growth around it. Today, that thinking shapes everything from how many households an advisor serves, to how teams share revenue and who earns ownership across the organization. In this new episode of Growth Leaders of Wealth Management, our host Meg Carpenter sits down with Mission Wealth’s leadership to explore what happens when growth becomes a structural decision rather than a volume race. They talk through the choices behind capped client loads, shared expertise, long-term investment in organic channels, and why patience compounds faster than urgency. Welcome! 0:00 — Why Mission Wealth Stands Out 2:08 — The 60-Household Cap and a Different Growth Model 6:21 — Organic Growth, Market Impact, and M&A Reality 9:09 — How Mission Wealth Built Multiple Growth Channels 14:29 — Custodial Referrals and Competing at the Top Tier 16:54 — The Wealth Strategy Group as a Growth Engine 20:13 — Diamond Teams, Regional Models, and Capacity Control 26:02 — Marketing Evolves Into a Firmwide Growth Driver 32:23 — Digital Growth, Patience, and the Three-Year Rule 41:05 — Leadership, Gender Equity, and Advisor Advantage 43:11 — AI, Advisor Capacity, and the Road Ahead Connect with us:  Megan Carpenter on LinkedInFicomm Partners Website Matthew Adams on LinkedInDannell Stuart on LinkedInMichelle Winkles on LinkedInJohn Wernz on LinkedInMission Wealth Website

Very few firms in wealth management grow from $25 billion to nearly $100 billion in five years, and even fewer do it by rethinking the structure of the industry itself. NewEdge Capital Group built its momentum by designing a platform around what elite advisors actually need: time, autonomy, and a model that supports different kinds of practices without forcing them into the same box. Their dual-RIA architecture, integration-first tech philosophy, and innovative bridge programs — now generating almost $2 billion in internal referrals — are the result of looking at the advisor experience with fresh eyes. In this episode, host Meg Carpenter sits down with two leaders whose path into wealth management began in the tech world. They first built companies together, then scaled Alex’s family advisory practice into Goss Advisors, which was later acquired by EdgeCo Holdings and merged with Mid Atlantic Financial Management to form the base of what is now NewEdge Capital Group. Their story is part entrepreneurial, part structural reinvention, and part cultural clarity — a combination that helps explain why top advisors are choosing NewEdge and why the firm’s growth shows no signs of slowing. Connect with us:  Alex Goss on LinkedInNeil Turner on LinkedInNewEdge Capital Group Megan Carpenter on LinkedInFicomm Partners Website About Ficomm Partners Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts.

Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re mainstream. In this episode, host Meg Carpenter speaks with co-founder and co-chairman Eric Becker and Chief Growth Officer Jessica Malkin about how Cresset reached $65 billion in eight years and why their digital strategy is evolving faster than the industry around them. They explore the rise of AI-driven discovery, the diversified growth model powering their expansion, and the cultural decisions made early on that still shape the firm today. 0:00 — The $500M AI lead that sparked the conversation 3:50 — How Cresset was built by clients, culture, and a real brand 10:45 — The early digital bet and the momentum that followed 17:45 — A major pivot that fell short and what they learned 23:50 — How their diversified growth engine actually works 29:20 — Ownership, succession, and advisor appeal 39:20 — Catalyst, AI discovery, and the 100-year vision Connect with us:  Eric Becker on LinkedInJessica Malkin on LinkedInCresset CapitalMegan Carpenter on LinkedInFicomm Partners Website Visit the Karma For Cara Foundation website to learn more about their job helping patients who are facing leukemia. About Ficomm Partners Ficomm Partners is the embedded growth partner for results-driven RIAs, and wealth management platforms. With a track record of helping over 250 clients achieve their growth goals, Ficomm understands that while industry patterns may repeat, each firm's growth challenges are unique. Ficomm prioritizes strategy and finds the most impactful ways to move you toward your goals. We align all your marketing activities with your business objectives, acting as your dedicated growth partner with our human-first approach, strategy-first methodology, and unrivaled team of industry marketing experts.

When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core competency through their MESI program, how client experience evolved into an operational discipline, and why their team chose patience and purpose over shortcuts. It’s a rare look at a firm that has turned emotional intelligence, client trust, and thoughtful leadership into something measurable and scalable. Connect with us:  Jon Jones on LinkedInCarley Dillon on LinkedInMelinda Torres on LinkedInBrighton Jones Meg Carpenter on LinkedInFicomm Partners

Kayne Anderson Rudnick has done what most in wealth management say can’t be done: grow from $10B to $64B in a decade, all organic. No acquisitions, no shortcuts, just disciplined execution and a refusal to compromise on talent. In this episode, host Meg Carpenter sits down with Executive Managing Director Stephen Rigali, Chief Operating Officer, Jeannine Vanian, and Managing Director of Marketing & Communications, Stephanie Gillman, to explore how KAR has maintained boutique-level intimacy while achieving global scale. From their “A’s only” hiring philosophy to a collaborative three-person leadership model without a CEO, their story challenges conventional wisdom and offers a blueprint for sustainable, generational growth. If you’ve ever wondered how to balance culture, scale, and authentic client relationships, this conversation shows what’s possible when firms choose discipline over shortcuts. Connect with us:  Megan Carpenter on LinkedInFicomm Partners WebsiteJeannine Vanian on LinkedInStephen Rigali on LinkedInStephanie Gillman on LinkedInKayne Anderson Rudnick Website

Most advisory firms dream of moving upmarket. Pure Financial Advisors chose the opposite path. Since 2007, they’ve built a $9B firm serving the mass affluent, proving that you can grow with purpose while breaking every so-called industry rule. In this conversation, Joe Anderson, CEO and President, and Jason Carver, CFO and Managing Partner, share how Pure scaled through a model that separates advice from sales, invests roughly 24% of revenue into marketing, and delivers 20–30% organic growth year after year. Their approach creates real career paths for CFPs, builds one of the leanest yet most effective marketing engines in the business, and stays rooted in the mission to help families who need advice the most. This is more than a growth story—it’s a blueprint for what happens when you’re willing to rethink the very structure of wealth management and build a firm where growth follows purpose, not the other way around. Connect with us:  Meg Carpenter on LinkedInFicomm PartnersJason Carver on LinkedInJoseph Anderson on LinkedInPure Financial

Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real story here isn’t on the numbers, but the humility, partnerships, and radical rethinking of how wealth management firms grow. In this episode, host Meg Carpenter talks with EP Wealth’s co-founder Brian Parker, CEO Ryan Parker, and Head of Marketing Jim Mocci about what it takes to grow with intention. They discuss EP's unique approach to M&A (they actually ban the word “acquisition”), why marketing isn’t just a support function but a driver of strategy, and how the firm has built scalable systems that still feel personal. Whether you’re hitting a growth ceiling or wondering how to scale without selling your soul, this conversation will give you a new blueprint. Connect with us:  Brian ParkerRyan ParkerJim MocciEP Wealth AdvisorsMegan CarpenterFicomm Partners