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Damian Lombardi
Parallel Financial
Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests...
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Kevin Christopher
Excelsior Wealth Partners
Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas. Our experience, personalized approach, and...
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Fernando Davila III
LPL Financial - DBA JD Prime Investment Services
If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things...
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Zach Kuehl
CFP®
Madison Partners
At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate...
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Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
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Latest Blog
11 min read
20 Feb 2026
What is a 401k And How Does it Work?
The 401(k) has almost become synonymous with the working American. In fact, many people dream of landing a job that comes with a 401(k) benefit. But what is a 401(k) and how does it work? The origin of the term “401(k)” is rooted in law. It comes from Section 401(k)...
10 min read
19 Feb 2026
Is Financial Planning Different for Dual-Income Families?
There really is no such thing as too much of a good thing, and having two earners in a family is definitely a plus. When more than one person earns income, it eases the financial pressure on any single individual. Both partners get the chance to build their careers, contribute...
12 min read
18 Feb 2026
Estate Planning Strategies for High-Net-Worth Individuals
Wealth changes the way you approach almost every financial decision, especially the decisions you make toward the end of your career or the beginning of retirement. When your assets span investment portfolios, real estate, business interests, and family inheritances, the stakes become higher, and the margin for error becomes smaller....
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