40 Under 40 Spotlight: Martin Seay

The chair of the personal financial planning program at Kansas State University and 2020 FPA president speaks to how he would like the association to advance the profession.


40 Under 40 Spotlight: Christine Damico

The director of human capital at OLIO Financial Planning answers how the advice industry can help new advisers gain the experience firms require.


40 Under 40 Spotlight: Philip Gibson

Carroll Financial’s director of financial planning and associate professor of finance at Winthrop University addresses the lack of diversity in the financial advice industry.


40 Under 40 Spotlight: Brittney Castro

The founder of Financially Wise discusses how the financial advice industry can evolve to become more attractive to young and diverse advisers.


40 Under 40 Spotlight: Dasarte Yarnway

Mike Shillin of Shillin Wealth and Dasarte Yarnway have a frank conversation on race, savings and the importance of diversity and inclusion to the future of the financial advice industry.


40 Under 40 Spotlight: Jay Lipman

ESG and impact investing is the seen by many as the future. Mike Shillin of Shillin Wealth and Jay Lipman of Ethic discuss why.


40 Under 40 Spotlight: Megan Carpenter

This conversation with Megan Carpenter of FiComm and Mike Shillin of Shillin Wealth focuses on how coordinated PR, marketing and branding proves a powerful tool for advisers.


40 Under 40 Spotlight: Jud Mackrill

Starting your own firm can seem daunting to many advisers. Chris Vizzi shares how he took on the start-up challenge in this conversation with Mike Shillin.