Healthy Advisor

In 2013, advisor Vincent Crudo was riding pretty high. He had a wife and three kids, a business partner of 25 years, and a nice book of business. Then, life took a turn. While on vacation in Vermont, he got into a biking accident that caused a spinal cord injury that left him paralyzed at age 48. The incident forced him to confront questions about independence, work, family and financial preparation that he never expected to face. Determined to return to the profession he loves, Vincent rebuilt

Born into a prosperous family in Vietnam, Kim-Ha Nguyen’s life changed dramatically when her family fled the country following the fall of Saigon. Arriving in the United States as a teenager with limited English, she watched her parents rebuild their lives through determination, sacrifice and an unwavering commitment to education. Those early experiences shaped the perspective she would carry into every stage of her life. As she built a career in information technology, raised three children, an

Michael Kitces has spent years studying what drives satisfaction among financial advisors, going beyond firm performance metrics to focus on personal wellbeing and career fulfillment. His latest research, the 2025 Advisor Wellbeing Study, reveals how advisor happiness has shifted in recent years and what factors are shaping those changes. Drawing from responses across the industry, the study highlights both encouraging trends and emerging concerns. One of the most notable findings is that overal

Growing up in a small Pennsylvania town, Max Kulyk knew from an early age that the identity others saw didn’t fully match how he understood himself. Over the course of several decades, he built a career in financial services, raised a family, pursued theology and founded Chicory Wealth, all while continuing to explore questions of purpose, identity and authenticity. After years of reflection and personal growth, Max made the decision to begin his gender transition at the age of 64. That experien

Carolyn Armitage spent decades building a career in wealth management while privately carrying the emotional effects of childhood trauma. For years, she compartmentalized those experiences, believing she could simply push through them while focusing on work, achievement and daily life. After an emotional breaking point following her mother’s funeral, Carolyn began exploring deeper forms of healing, including somatic therapy and psilocybin, a natural psychedelic compound found in over 200 species

Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United Capital CEO Joe Duran. And this year, she’s serving as chair of the CFP Board, a huge undertaking. Terri h