2025

Yusuf Abugideiri, CFP^®

• A Checklist for First-Time Homebuyers | July, U.S. News and World Report
• Best Independent Advisors | June, InvestmentNews
• Annuities in 401(k)s? Savers show interest, but advisors are hesitant | June, Financial Planning Magazine
• Excellence Awardee: Advisor of the Year (Regional — Southeast) | June, InvestmentNews
• Meet the RIAs Embracing Pro Bono Planing Work | May, Citywire
• How Three RIA Firms are Turning Pro Bono Work into Business Strength | May, Foundation for Financial Planning
• Has the stock market hit bottom? History is a guide | April, CNN
• US Stocks Rise Amid Ongoing S&P 500 Struggles Post-Trade War | April, Index Box
• Trump has ‘no intention’ of firing Powell: What it means for stocks | April, Syracuse.com
• We’re Not Concerned’: Many Advisors Take Tariffs, Selloff In Stride | April, Financial Advisor
• Washington, DC’s Best Financial Advisers | February, Washingtonian
• The Future of Your Firm: Building the Next Generation of Leaders | February, Spotify
• How 7 Advisors Are Easing Clients’ Tariff Worries: Advisors’ Advice | February, Think Advisor

Lauren Stansell, CFP^®

• Best Independent Advisors | June, InvestmentNews

Sydney Woodward, CFP^®

• The Osaic Award for NextGen Advisor of the Year | June, PR Newswire
• Why a New Generation of Financial Advisors Is Seeking Out Pro Bono Work | May, Barron’s

2024

Yusuf Abugideiri, CFP^®

• Revealed: The best wealth managers and advisors under 40  | November, Investment News
• Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars | November, Investment News
• Does the Market Care Who’s President | November, Spotify
• 7 Portfolio Tips for a Falling-Rate Environment: Advisors’ Advice | October, Think Advisor
• This top concern of U.S. retirees is a ‘huge risk factor,’ says retirement expert—here’s how to plan for it | October, CNBC
• Small-Cap Stocks Were Hits This Summer. Some of That Shine Has Worn Off | October, Investopedia
• Are the Costco platinum bars worth buying? Here’s what finance pros say. | October, Marketwatch and MSN
• 64% of U.S. retirement savers make this ‘dangerous’ assumption—‘avoid it at all costs,’ says CFP | September, CNBC and NBCMiami
• Are You Nearing Retirement? Here’s What the Fed’s Rate Cuts Mean for Your Savings | September, Investopedia
• Tim Walz took a $135,000 early withdrawal from a retirement account—that’s generally a ‘lose-lose situation,’ says CFP | September, CNBC
• Some of NoVA’s Top Financial Professionals Share Advice on Saving and Investments | September, Northern Virginia Magazine
• Top Financial Professionals List | September, Northern Virginia Magazine
• Income Investors Need Not Fear The Fed | September, Financial Advisor
• Yeske Buie: The Markets Don’t Care Who’s President | May, Financial Advisor
• 6 Ways to Use a Tax Refund to Jump-Start Financial Goals | February, Nerd Wallet
• Washington, DC’s Best Financial Advisers | January, Washingtonian

Lauren Stansell, CFP^®

• Revealed: The best wealth managers and advisors under 40  | November, Investment News
• Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars | November, Investment News
• Top Next-Gen Wealth Advisors Best-In-State | August, Forbes

Dr. Dave Yeske, CFP^®

• Does the Market Care Who’s President | November, Spotify
• Yeske Buie: The Markets Don’t Care Who’s President | May, Financial Advisor
• When a Dream House Is a Bad Idea | January, Rethinking65

…And more!

Our Founding Partners have been thought-leaders in the profession for decades, and our next-generation leaders are following in their footsteps. For more media mentions from over the years, check out our Yeske Buie in the Media page.