advisoradvisorsannuitiesbecomingbriancfpchadclientscollaborationcompcpadavidericestateeveryfinancialfindinggettinggotimpactjarvisjenkinjohnlawlearnedlifelisamarkmattmatthewmeetingsmicahmikemyersneedplanningpracticequestionsrerealreturnrightrobertrossrothrussellryanshilanskismithspecialstevensucksurgeswifttaxesteamtedthrowbacktimevalueyes