How 2 growing RIAs use career paths to deepen the talent pool
February 19, 2026 - Stephanie James, Partner, Managing Director of Advisor Services and Senior Financial Advisor, quoted in Financial Planning.
Expert Advice Featured in National, Local and Industry Media
February 19, 2026 - Stephanie James, Partner, Managing Director of Advisor Services and Senior Financial Advisor, quoted in Financial Planning.
February 2, 2026 - Wescott Named to WealthManagement’s 2026 RIA Edge 100 list. No fee was paid for participation in this ranking.
January 19, 2026 - Scott Levin, Financial Advisor and Senior Estate Planning Specialist, featured on Financial Experts Network webinar.
January 7, 2026 - Mark McCarron, Partner and Chief Investment Officer, quoted in Barron's.
December 29, 2025 - Susan Green, Partner, Senior Financial Advisor and and Director of Financial Planning Standards, quoted in MarketWatch.
December 2025 - Scott Levin, Financial Advisor, Senior Estate Planning Specialist, authored article for NAPFA Advisor.
December 8, 2025 - Robert Waskiewicz, Partner and Senior Financial Advisor, quoted in Senior Planet.
November 13, 2025 - Mark McCarron, Partner, Chief Investment Officer, interviewed on Next Gen Investing (Schwab Network).
November 2025 - Scott Levin, Financial Advisor, Senior Estate Planning Specialist, authored article for Kiplinger.com.
