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The Model FA

Jul 27, 2021

Shannon Spotswood is the President of RFG Advisory, a $2.7 billion platform committed to serving independent financial advisors with a warrior’s mindset and a servant’s heart. Passionate about Wall Street and the world of finance since she was 14, Shannon has spent more than two decades in the finance industry. She...


Jul 20, 2021

Mark Maiocca is the Founder of the Core7 Networking Groups, an organization that helps real estate, mortgage, tax, and other financial professionals create exclusive networking groups to generate referrals and add value to their partners. He is the author of the Amazon best-selling book, The Core7 (formerly titled...


Jul 13, 2021

Michael Cohen is the Owner and President of the second-generation, family-owned and operated insurance wholesaler, The DBL Center. A one-stop back office support center for brokers & agents, the DBL Center specializes in temporary disability insurance and employee benefit plans with a special focus on ...


Jul 6, 2021

Jonathan Rogers and Nirav Batavia are Co-Managing Partners of Forum Financial Management and Co-Directors of Forum’s Investment Committee. Forum is an organization of partners and advisors with a wealth of experience in portfolio management, insurance analysis, and planning for estate, retirement, and income tax.


Jun 29, 2021

Allen Darby is the founder and CEO of Alaris Acquisitions, a buyer advisory service that helps wealth management firms navigate the complexities of the mergers & acquisition process. Before founding Alaris, Allen launched a firm that pioneered helping accounting organizations move into the wealth management business. In...