Community Newsletter: November Updates

November captured the momentum that defined 2025 – growth fueled by connection, celebration, and community impact. We leaned into the moments that strengthen our culture and the communities we serve.

NASHUA, NH

Our community came together to host the first annual Run to Remember Brandi 5K, raising $35,000 to honor the legacy of our CFO's wife, Brandi, and support the fight against cancer. This event was a powerful reminder that when we stand together, our impact is amplified.

MELROSE, MA

We hosted a family-friendly Pinkalicious book reading and signing, giving advisors a creative way to deepen relationships and show up for the communities they serve. This was one example of how our advisors create space for authentic relationships, with clients and with each other.

BURLINGTON, VT

Dakota Brizendine was recently featured on the Tips from the Top podcast. Listen to her speak candidly about resilience, mentorship, and the impact of financial empowerment on Spotify or Apple Podcasts.