Spotlight: Meet Cameo Roberson, Founder of Atlas Park Consulting


Cameo Roberson, founder of Atlas Park Consulting, helps financial advisors and independent advisory firms build a way of doing business before “fly-by-the-seat-of-your-pants” becomes the norm! After two decades in the client service trenches of advisory firms, she launched Atlas Park in 2018. Since then, […]

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Spotlight: Meet Jason Phillips, Chief of Staff at Onramp Invest


Throughout my career, I have loved helping businesses make informed decisions using analytics, but I consider my work to be more consultative than strictly quantitative. I like to think I can operate effectively on both the art and science sides of business. Leadership is one of my favorite things, and I […]

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Spotlight: Meet Daphne Jordan, Wealth Advisor at Pioneer Wealth Management Group


This week, we were able to speak with Daphne Jordan, a wealth advisor at Pioneer Wealth Management Group. She was driven to this field by her desire to educate, advise, and guide individuals, families, and nonprofits. Daphne has worked as business manager/financial advisor for almost 20 years and currently […]

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Spotlight: Meet Daniella Chuckran, Marketing Manager at Aspiriant


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Armond Croom, founder and CEO of The Financial Effect in San Diego, CA


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Ben Hockema of Illuminate


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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Spotlight: Meet Marianela Collado of Tobias Financial Advisors


The Out & About Blog Spotlight Series elevates insight from the financial service industry’s best and brightest. We cover challenging topics around diversity, inclusion, purpose, and inspiring the next generation. 

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