May 21, 2026
Helping Women Move from Overwhelmed to Empowered
For Emily Jaffe, President, OFC Wealth Management, financial planning is about far more than numbers. It’s about helping women find clarity, confidence,…
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Advisor Spotlight
May 21, 2026
Volunteering and Mental Wellbeing: The Power of Giving Back
National Mental Health Awareness Month takes place each May. Founded by Mental Health America in 1949, it aims to educate the public,…
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May 20, 2026
From First-Generation Experience to Financial Empowerment: A Volunteer Story
For Jayeeta Choudhury, CFP®, CDFA®, Vice President at Rivers Edge Wealth Partners in Red Bank, NJ, the path to financial planning, and…
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April 15, 2026
Beyond the Balance Sheet: Celebrating Purpose on National Financial Advisor Day
On April 18th, National Financial Advisor Day offers a moment to recognize the professionals who help individuals and businesses navigate complex financial…
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February 11, 2026
From Financial Planning to Community Prevention: One Leader’s Dual Mission
In Western New York, where tight-knit neighborhoods stand resilient against economic shifts and the lasting impact of the opioid crisis, one nonprofit…
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January 5, 2026
A Life Shaped by Service: How Philanthropy Built the Foundation for One Financial Advisor’s Success | Part 2
In our first installment of a two-part interview with Samuel H. Newsham, Financial Advisor, Founding Partner of N2H Wealth Partners, a Financial Advisory Group…
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December 4, 2025
A Life Shaped by Service: How Philanthropy Built the Foundation for One Financial Advisor’s Success | Part 1
Philanthropy isn’t always born from grand gestures, sometimes it begins quietly, shaped by childhood experiences, meaningful mentors, and the communities that raise…
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