Wealth Management
-
BusinessFlora Dong
Flora Dong founded Ardenwood Advisors in 2025 after over twenty-five years advising ultra-high-net-worth families at Morgan Stanley, Merrill Lynch, and UBS. Her practice focuses…
-
BusinessRichard Donoff
Richard Donoff, Managing Partner at Sunshine Financial Partners in Parkland, FL, has spent over 26 years helping retirees create guaranteed income and protect against…
-
CommunityKenneth W. Rudzinski
Kenneth W. Rudzinski is a retired financial advisor and author based in Fort Myers, FL. He founded The America Group in 1988 and authored…
-
CommunityElliot Omanson
Elliot Omanson is the CEO of OWLFI Strategic Advisors in Lenexa, KS. A U.S. Army veteran and licensed financial advisor, he leads a firm…
-
BusinessGoutam Datta
Goutam Gary Datta is a Senior Financial Advisor and co founder of Adson Wealth Partners in Coppell, Texas. A former chemical engineer and business…
-
SalesTravis Braulick
Travis Braulick talks about building a financial practice on consistency, why answering the phone is a competitive advantage, and what clients need most when…
-
Real EstateSir Patrick Bijou
Sir Patrick Bijou is a United Kingdom based investment banker and fund manager focused on debt capital markets and private placements. He has 30…
-
SalesSimon Joseph
Simon Joseph is the founder of Joseph Wealth in Alexandria, Virginia, an independent financial advisor focused on long-term planning, tax-efficient investing, and clear guidance…
-
LeadershipDavid Plunkett
David E. Plunkett is a Massachusetts CPA and firm owner who built his career on steady leadership, people-first accounting, and service. From corporate finance…
-
LeadershipHong Wei Liao
Hong Wei Liao is a Toronto-based business leader and philanthropist. She leads Respon Holding Inc. and Botrich Family Wealth Heritage and Development Center, and…
-
BusinessWilliam Clawson
William Clawson is a Missoula, Montana and Oklahoma City, Oklahoma-based financial strategist and founder of Endeavor Financial Insights, helping small business owners use tax…
-
DevelopmentSpencer Short
Spencer Short is a Digital VEA at Morgan Stanley in Alpharetta, Georgia. This profile covers how Texas A&M built his confidence, work habits, and…