The Healthy Advisor

2023 was marked by resilience and transformation as Tina Powell, Chief of Community at Intention.ly, faced unexpected challenges in her 'year of health.'

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.

When a close family member spiraled into a mental health crisis, advisor Paul Peeler was forced to deal with the crippling emotions and a roller coaster ride of medications and doctors.

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.