The Healthy Advisor

For years, advisor James Bogart was building wealth at the sacrifice of his health. Now, he’s on a different path.

Growing up with a single mom, a disabled sister and a personal struggle with dyslexia, Heather Kelly should have been a statistic. Instead, she has become one of the most successful and inspiring women in financial services.

To an outsider, advisor Cary Carbonaro looked like a strong, successful woman. But behind closed doors, she faced physical, mental and verbal abuse on a daily basis in a toxic relationship.

Mike Wunderli thought he had it all—an impressive book of business and a successful cross-divisional business practice. Then, his firm went bankrupt.

Advisor coach Stephanie Bogan’s childhood shaped her insecurities and drove her to prove herself in the industry. But she realized her success was not bringing meaning to her life.

Sathya Chey Patterson views her humble beginnings and financially challenged upbringing as assets, not liabilities.

In 2012, a confluence of events in Tyrone Ross Jr.’s life, including a failed Olympic attempt, brought him to a dark place. But his experiences have built perseverance and grit that drives him forward.