Active investment management’s weekly magazine for fee-based advisors

Advisor Interviews
Profile story on an experienced financial advisor within the investment industry who uses active investment management and separately managed accounts. Advisors are “given a voice” to express their beliefs about practice philosophy, client service, investment strategies, and how they have differentiated their practice.

Trusted principal advisor

Timothy Lay, CFEI, AIF • Sisters, OR TPA Financial • Founders Financial Securities, LLC Read full biography below Proactive Advisor Magazine: Timothy, talk about your overall philosophy in working with clients. I have two “titles”—investment advisor...

Spreading the message of risk management

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors, Inc. Read full biography below Proactive Advisor Magazine: Rey, becoming a financial advisor after being a pastor is an unusual transition. How did that come about? My father...

Banking on a strong client relationship

Brad Bakken, CRC • Wahpeton, ND Bell Bank/Bell Investments • Cetera Investment Services Read full biography below Proactive Advisor Magazine: Brad, please describe your role as a financial advisor working with clients of your bank. My role is the same...

Comprehensive planning at the core

Alex Zourides, CFP, ChFC, CLU, CASL, EA, AAMS • Melville, NY Alex Zourides, CFP, Inc. • Ameritas Investment Corp. Read full biography below Proactive Advisor Magazine: Alex, you have a great deal of experience in various aspects of financial services....

Planning for all of life’s stages

Kevin M. McGrady, CLU, CRPC, ChFC • Cranston, RI Integrated Financial Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Kevin, what factors have shaped your personal growth as an advisor? I received my...

Advising with a wealth of knowledge

Anthony DeRose, MBA, J.D., CPA • Chicago, IL DeRose Financial Planning Group • Lincoln Financial Advisors Read full biography below Proactive Advisor Magazine: Anthony, how does your background in financial analysis, law, and accounting help you in your...

Reaching out to an underserved segment

Gretchen Ricker • Bakersfield, CA Transamerica Financial Advisors Read full biography below Proactive Advisor Magazine: Gretchen, what motivated you to become an investment advisor? I have been involved with financial services in one form or another for...

A passion for building wealth

Dennis Yamasaki • Lynnwood, WA Affirmative Financial Services Read full biography below Proactive Advisor Magazine: Dennis, what drives your passion in helping clients plan for their future? I share an investing story with all of my clients that...

A game plan for winning

Garry Dippel • Dallas, TX Geneos Wealth Management Read full biography below Proactive Advisor Magazine: Garry, talk about your overall philosophy when it comes to working with clients. Sports have always been a big part of my life. I was a four-sport...

Life happens. Plan for it.

Karen L. DeRose, CFP, CRPC • Chicago, IL DeRose Financial Planning Group • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Karen, please share a quick view of your overall practice philosophy. First and foremost, I...

The personal approach

Donovan Davis, CFP® • Alexandria, LA Reed Davis Investment Group • LPL Financial Read full biography below Proactive Advisor Magazine: Donovan, you have had experience with several large financial firms. Why did you form an independent investment firm?...

Stewardship and values investing

Mark Tevebaugh • Indian Harbor Beach, FL • Sonoma, CA Tevebaugh & Associates • NEXT Financial Group Read full biography below Proactive Advisor Magazine: Mark, how did you enter the financial services business? It has been a blessing how things have...

Helping clients ‘ride the wave’

Stephen Ambrosini, CLU, ChFC • Cardiff-by-the-Sea, CA 20/20 Financial Advisers of Cardiff-by-the-Sea LLC • Ameritas Investment Corp. Read full biography below Proactive Advisor Magazine: Stephen, what advice would you give a young person entering the...