HeyJaredBrian Wallheimer
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 14, 2026
- Outlet visibility, for Financial Planning
- Top 5M sites
- Earliest in this view
- Jul 23, 2026
Latest articles
Matt Mintz has made giving back a must in his job (opens the original)
Read excerpt
This profile highlights one of Financial Planning's 2026 Rising Stars honorees. See the profiles of all the winners here, and check out our award winners from 2025, 2024 and 2023. When Matt Mintz entered the financial planning profession, his mentor was generous with his time and talents. But he wanted one thing in return. "His big thing was, 'Hey, I'm spending the time with you now. My one request is when you have an opportunity, start giving back,'" said Mintz, a financial advisor for Edward J
Marigny deMauriac is helping women through life's financial stress points (opens the original)
Read excerpt
This profile highlights one of Financial Planning's 2026 Rising Stars honorees. See the profiles of all the winners here, and check out our award winners from 2025, 2024 and 2023. If there were ever a person made to talk to about money problems, it might be Marigny deMauriac. A mental health counselor and a bartender before launching a career in financial planning, she'd heard her share of people's woes — and she was trained to help. DeMauriac earned a master's degree in counseling and became a
A former athlete's playbook for building an NIL niche (opens the original)
Read excerpt
This article is part of the Know Your Niche series on how advisors choose and build specific client bases. The rest of the profiles can be found here. Osiris St. Brown grew up in a sports family — his father a bodybuilder, his brothers NFL wide receivers and he, himself, a talented receiver at Stanford. Having made peace with injuries that played a role in ending his athletic career, Osiris was looking for a new calling when his younger brother, Amon-Ra, saw his NFL career take off. After three
How an advisor built a niche serving tax-weary transplants (opens the original)
Read excerpt
The high taxes in states like California, Illinois and many in the northeast spur some residents to look longingly at places like Florida and Texas that have no income taxes. When those folks start getting serious, Jason Stephens hopes they find him. Stephens, managing partner and founder of Evertern Wealth, specializes in transplants. The firm specifically brings on clients moving from higher-tax states — and often colder states — to the the friendlier climes of Florida and Texas. Evertern, a m
How 2 CEOs hung on to help — not haunt — a firm's succession plan (opens the original)
Read excerpt
For many firms, a former owner or CEO who refuses to step out of the way can stymie new leaders and derail a carefully planned succession. Advisors can have a difficult time mentally and emotionally walking away from the everyday operations that they helped build or the clients who, in many cases, have become friends. It makes the need for a well-planned succession of the utmost importance. But when Michael Gragnani takes the top spot at Diversified Trust in January, he'll see former CEOs and ow
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 5M sites
For Financial Planning, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.