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Showing 1 - 2 of 2 results for "Joe Stephan"

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those competing for the FAAA Adviser of the Year Award are Nikki Booth from My Wealth Solutions, Adam Lai of Green Associates ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser of the Year Award are Nikki Booth from My Wealth Solutions, Adam Lai of Green Associates ...
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