Steve Sanduski

NOVEMBER 8, 2023

Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture. Where Jon and Dave would like to see our industry and pro bono planning in five years.

Financial Planning 69

Financial Planning Planning Wealth Management Medicine 69

The Better Letter

MARCH 18, 2025

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. Gregg Nigl, a neuropsychologist from Columbus, Ohio, has come closest so far to a perfect performance.

Numbers 75

Numbers Marketing Marketing Medicine 75

The Better Letter

MARCH 16, 2023

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. Gregg Nigl, a neuropsychologist from Columbus, Ohio, has come closest so far to a perfect performance.

Math 95

Math Numbers Medicine Marketing 95

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59