These advisors are keeping their values front and center.

They’re leveraging tools and support from TD Ameritrade. And now, they’re experiencing the kind of growth that happens when you have time to nurture your relationships. We’re excited to share their stories to show how impactful it can be to work with a custodian who values you as much as you value your clients.

“I look forward to being able to help lots of women change the trajectory of their life, of their families, of their next generation. That will have a trickle-down effect to everything that woman is doing.”

Tina C. Powell
Director of Business Management,
Beacon Wealth Management

Tina uses her career as an RIA to make a difference in the lives of others.

Watch her story

“I never had the sense that I was making an impact on people’s lives. I wanted a career that I could be intellectually challenged, but still feel like I was making a difference in people’s lives.”

Tim Kober, CFP®
Cedar Financial Advisors

As an RIA, Tim’s passion is to make a difference in his clients’ lives.

Watch his story

“I can go to work every day with integrity. We can really inspire our clients to find that purpose for themselves. It’s a wonderful feeling.”

Robin Young,
President & Owner,
Northstar Financial Planning

Robin makes it her mission to give her clients the tools they need.

Watch her story

“It’s about understanding their dreams, their happiness, their joys, their sorrows. It’s filling their buckets. I’ll fill your bucket, you fill my bucket, because when the buckets are filled, we’re all happy.”

George Barnhart
Vice President,

Over the years, George has worked tirelessly to help those in need.

Watch his story

Ready to make your values work harder for you?

We’ll provide you the tools and support you need to do it.
To find out how, get in touch with us today.

Meet advisors like you who are
growing their business, their way

Heather Fortner

She knows that the right operations professionals can help advisors provide a seamless customer experience.

Eileen O'Connor

She grows her firm by fostering a happy work environment for her team.

Doug Liptak

Keeping things simple helped him grow his firm to hold over $2.4B AUM.

Bob Rall

He uses technology and non-traditional marketing to help his firm succeed.

The Fong Brothers

They turned their family values into a strong foundation for a growing and successful firm.

Evelyn Zohlen

She works with TD Ameritrade to focus on making a difference in women's lives.

Ready for more

advisor insights and advice?

Discover your greatest

superhero strength

You know you're super. So do we! Introduce the rest of the world to your incredible alter ego by taking our RIAs to the Rescue! quiz tool and downloading your own customized superhero poster.

Outsource your

way to real growth

Depending on the size of your firm, you and your team may find yourselves wasting a lot of time juggling. To optimize your staff to the fullest, read our white paper to learn how delegating a few daily tasks can help your business grow.

Additional resources
to help you on your journey


Advocating for You: The Cornerstone of What We Do

We support RIAs in their firms, on Capitol Hill and beyond. Find out how we practice industry advocacy.


The TD Ameritrade Institutional Technology Ecosystem

See our list of helpful tech tools and learn how they integrate with our Veo® platforms.


5 Promises Every Custodian Should Keep

Don’t put up with lip service from your custodian. Your fellow RIAs will fill you in on why.


Marketing Secrets from RIAs Like You

Learn how advisors like you market their business in unconventional ways.

Need more resources to guide you?

Human Finance | These advisors are keeping their values front and center.