Who We Are
Awards

2025 Barron's Top 100 Women Financial Advisor
In July 2025, Marilyn Mantziaris was named to the 2025 Barron's Top 100 Women Financial Advisors list.

2025 AdvisorHub Advisors to Watch
In June 2025, Marilyn Mantziaris was named to the 2025 AdvisorHub Advisors to Watch (Over $1B) list.

2025 Barron’s Top 1200 State By State Advisor
In March 2025, Marilyn Mantziaris was named to the 2025 Barron’s Top 1200 State by State Advisor list.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.