Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
The 2026 INA RIA Team of the Year on multigenerational wealth, impact investing, and building a firm worth being proud of.
Joseph Bert, CEO of Certified Financial Group, shares how nearly five decades of leadership and a deeply rooted team culture have shaped one of Central Florida’s most trusted wealth management firms. Recognized as part of the InvestmentNews 5-Star Wealth Management Teams 2026, the firm stands out for its unwavering fiduciary commitment, multi-generational client relationships, and remarkable consistency through every market cycle. Backed by nearly 500 years of combined experience and a strong focus on education and community engagement, Certified Financial Group continues to deliver advice that keeps clients firmly on the same side of the table.
Jared Chase, CFP®, MSF, Financial Advisor at Signature Estate & Investment Advisors (SEIA), is helping shape the future of wealth management through a thoughtful, client-centric approach. As part of a team recognized in the InvestmentNews 5-Star Wealth Management Teams 2026, he stands out for his commitment to long-term planning discipline and delivering integrated strategies that align with clients’ evolving goals. His focus on navigating complexity with clarity highlights the qualities that define today’s top-performing advisory teams.
Recognized as one of the InvestmentNews IN 5‑Star Financial Planners 2026, Cunningham stands out for nearly two decades of guiding clients through market cycles, starting in the 2008 financial crisis, while keeping their interests first as a legal fiduciary. Watch the full interview to learn how RJ and Summit Global Private Wealth turn life’s financial uncertainty into a disciplined, personalized plan for the future.
David Goldman, a 2025 InvestmentNews Hot List winner, leads Pontera with a clear purpose: using technology to empower advisors and deliver better retirement outcomes, not to replace human relationships.
As a 2025 InvestmentNews Hot List honoree, Bisaro and his firm are recognized for their unwavering commitment to putting clients’ interests first and demystifying financial literacy for individuals, families, and institutions. Their unique approach centers on financial wellness, transparent communication, and empowering clients through education—values that set them apart from their peers.
As the 2025 InvestmentNews Rising Star, Danielle stands out for her commitment to supporting advisors in launching, growing, and scaling their businesses by removing operational barriers and fostering innovation. Her recognition highlights the firm’s unique approach—offering end-to-end support from compliance and HR to technology and marketing—allowing advisors to focus on what matters most: their clients.
Recognized by InvestmentNews, MCO’s single-platform solution delivers automation, robust integration, and industry-leading support for financial firms. Their commitment to innovation and client success sets them apart. Discover why MCO is shaping the future of compliance—watch the full interview.
At Zion Capital, Lucas Mijares leads with integrity and a passion for client-centric innovation, reflecting the firm’s reputation for excellence. Earning the InvestmentNews Rising Stars 2025 award, Lucas distinguishes himself through his unique perspective on leadership and his ability to drive meaningful change, as revealed in his interview. His commitment to ethical investing and continuous professional development makes both him and Zion Capital leaders in the industry.
