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.

A message of financial risk management

David Ryan, CFP • Indian Harbour Beach, FL JD Bowen Financial Group • LPL Financial Read full biography below It is fitting that David Ryan’s successful career as a financial professional at JD Bowen Financial Group has taken shape on the Space Coast of...

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...