advisoradvisorsannuitiesbecomingbrianbrotmancfpchadclientscollaborationcompcpadaviddelegatingderrickericestateeveryfinancialfindinggettinggotimpactjarvisjenkinjohnkinneylawlearnedlisamattmattersmatthewmeetingsmicahmikeneedplanningpracticequestionsrerealreturnrightrobertrossrothrussellryanshilanskisimplesmithspecialstevensucksurgeswifttaxesteamtedthrowbacktimevalueyes