Matt Romeo goes from overwhelmed to knowing 'what's normal around here'
April Peterson is finding the business a little stressful but she's having an impact on clients' lives.
Michael Blumreich is learning the skills of prospecting and finding that "there's never a dull moment."
Clark Harris is looking forward to being part of client review meetings despite long hours.
As an investment services representative, April Peterson helps clients transfer money, get ready for retirement or prepare financially to be deployed overseas.
Matt Romeo has been helping his firm's financial advisers who work on retirement plans with a rush of year-end activity.
Six months into his staff adviser role, Michael Blumreich's career is taking him in an unexpected direction.
Clark Harris is focused on helping clients complete their year-end planning.
Madison Ernst is surviving the hectic introductory period to life as a young financial analyst.
Michael Blumreich goes through a baptism by fire — and he wouldn't have it any other way.
Clark Harris has learned to dive into the financial planning process.
April Peterson has been cramming for the Series 7 exam.
Matt Romeo says on-the-job experience trumps what he learned in class.
Wende Witthuhn decided being an adviser wasn't for her as she returned home to work at a farm lending company.
Meet the young advisers
Clark Harris driven by desire to help people
Keen to prevent the kinds of setbacks his parents suffered in 2008, Matt Romeo enters the advice industry
Having taken top prize at the National Collegiate Planning Challenge, Wende Wittuh enters the work world
After understudying, Madison Ernst starts this week as a full-fledged adviser with an Atlanta firm
In a course change, Michael Blumreich makes the switch from finance to financial planning
The desire to help take care of her family's financial planning is a big motivator for April Peterson
A quick introduction to our six Year One advisers — who they are and where they're headed.
First-hand accounts of what it's like to break into the investment advice business, as told by our six graduates.