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The Model FA

Apr 26, 2022

Mike Sorrentino is the Chief Investment Officer of Darwin Asset Management, a wealth and asset management firm. As CIO of Darwin, Mike oversees the development and implementation of investment strategies while providing regular thought leadership to financial advisors and investors. He has been a guest on CNBC, Fox...


Apr 19, 2022

David E. Appel is Managing Partner at Appel Insurance Advisors, LLC, a company that helps individual, family, and corporate clients worldwide obtain “People InsuranceTM”. For over 30 years, David has maintained a successful and service-oriented practice that focuses on generation-to-generation wealth transfer. He is...


Apr 12, 2022

Shanna Tingom is the Co-founder of Heritage Financial Strategies, an organization dedicated to empowering clients to own their financial future. With over two decades of experience in the financial services industry, Shanna specializes in working with women entrepreneurs, business owners, and leaders, as well...