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FPA is the Heart of Financial Planning⢠and represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers.</p> 892 893<p>Based in Denver, Colo., FPA has nearly 100 chapters throughout the United States representing tens of thousands of members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process. Mark Smith is a member of the FPA.</p> 894</div></div></div> 895<!-- <p style="text-align: center;"> 896 <a class="open-overlay" data-target="cpa" href="#"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/HyoVyFTbz/AICPA_member-300x107.jpg" style="width: 150px; display: block; vertical-align: top; margin: 5px auto;"></a></p> --> 897<div class="modal-overlay"> 898<a class="open-overlay" href="#"><img alt="aicpa" src="https://static.twentyoverten.com/5a29586cd744f3738318b502/HyoVyFTbz/AICPA_member-300x107.jpg" style="width: 150px; display: block; vertical-align: top; margin: 5px auto;"></a> 899<div class="overlay-content"> 900<button class="close-overlay">Close</button> 901<div class="overlay-content-wrapper"> 902 903<p>Founded in 1887, the American Institute of Certified Public Accountants (AICPA) represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops professional standards for CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the professionâs technical and ethical standards.</p> 904 905<p>
905The AICPAâs founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest. Mark Smith is a member of the AICPA and the VSCPA.</p> 906</div></div></div> 907 908<p style="text-align: center;"> 909<a class="open-overlay" data-target="cpa" href="#"><img alt="vscpa" src="https://static.twentyoverten.com/5a29586cd744f3738318b502/3Wc6VQmVx56/123.jpg" style="width: 150px; display: block; vertical-align: top; margin: 5px auto;"></a></p> 910<div class="modal-overlay"> 911<div class="overlay-content" id="cpa"> 912<button class="close-overlay">Close</button> 913<div class="overlay-content-wrapper"> 914 915<p>The Virginia Society of Certified Public Accountants (VSCPA) is the Virginiaâs leading professional association dedicated to enhancing the success of all Certified Public Accountants (CPA) and their profession by communicating information and vision, promoting professionalism and advocating members' interests. Mark Smith is a member of the AICPA and the VSCPA.</p> 916</div></div></div> 917<div class="modal-overlay"> 918<!-- <a class="open-overlay" href="#" target="_self"> --><img alt="pas" src="https://static.twentyoverten.com/5a29586cd744f3738318b502/N2u0zcnf7gk/CW-logo.png" style="width: 182px; display: block; vertical-align: top; margin: 5px auto;"><!-- </a> --> 919<div class="overlay-content"> 920<button class="close-overlay">Close</button> 921<div class="overlay-content-wrapper"> 922 923<p>Congress Wealth Advisor Solutions is a division of Congress Wealth Management (formerly Pinnacle Advisory Group), one of the leading wealth management firms in the nation, managing over $5 Billion for institutions and families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, VWP can assure clients it is delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. VWP is provided with a dedicated Client Service Representative and full access to the entire staff. Please see below to meet Congressâ investment team or <strong><a href="/news">click here</a></strong> for updates from the team.</p> 924</div></div></div> 925<div class="modal-overlay"> 926<a class="open-overlay" href="#"><img alt="charles schwab" src="https://static.twentyoverten.com/5a29586cd744f3738318b502/HJdygF6WM/schwab-logo.png" style="width: 150px; display: block; vertical-align: top; margin: 5px auto;"></a> 927<div class="overlay-content"> 928<button class="close-overlay">Close</button> 929<div class="overlay-content-wrapper"> 930 931<p>Through its Schwab Advisor Services division, Charles Schwab is a leading custodian for independent investment advisors. Schwab provides important third-party custodial services such as monthly activity and valuation statements, tax reporting, distributions and other servicing functions.</p> 932</div></div></div></div> 933</div> 934<div id="tot_badge"> 935<p> 936<a href="https://twentyoverten.com" target="_blank"> 937 938<img src="data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 30 30'%3E%3Cpath d='M15,1.75A13.25,13.25,0,1,1,1.75,15,13.27,13.27,0,0,1,15,1.75M15,0A15,15,0,1,0,30,15,15,15,0,0,0,15,0h0Z' fill='%2323316d'/%3E%3Cpath d='M13.13,6.39a0.6,0.6,0,0,1,.57-0.63h0.72a0.6,0.6,0,0,1,.64.63V9h1a0.6,0.6,0,0,1,.64.63V10a0.61,0.61,0,0,1-.56.65H15.06v6.73c0,0.82.21,1.06,0.93,1.06h0.47a0.6,0.6,0,0,1,.64.63v0.4a0.61,0.61,0,0,1-.57.64h-0.6c-2,0-2.85-.82-2.85-2.73v-11h0Z' fill='%2323316d'/%3E%3Cpath d='M17.38,23.6a0.64,0.64,0,0,1-.64.63H13.28a0.64,0.64,0,0,1-.64-0.63V23.05a0.64,0.64,0,0,1,.64-0.59h3.44a0.64,0.64,0,0,1,.64.63V23.6Z' fill='%2323316d'/%3E%3C/svg%3E" alt="Financial Advisor Websites by Twenty Over Ten"> 939 940<span>Powered by Twenty Over Ten</span> 941</a> 942</p> 943</div> 944</div> 945</div> 946 947</footer> 948<div class="pull-out-overlay"></div> 949</div> 950 951
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965 966 967<div id="prenav" class="pre-nav"> 968 969 <a class="social-link fr-deletable" href="https://www.facebook.com/VisionWealthPlanning/?ref=aymt_homepage_panel" rel="noopener noreferrer" target="_blank"><svg class="icon"><title>facebook</title> <use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-facebook"></use> </svg></a> 970 <a class="social-link fr-deletable" href="https://www.linkedin.com/in/markgsmith1/" rel="noopener noreferrer" target="_blank"><svg class="icon"><title>linkedin</title> <use xmlns:xlink="http://www.w3.org/1999/xlink" xlink:href="#icon-linkedin"></use> </svg></a> 971 <span class="pre-nav-divider"> | </span> <a href="https://wealth.emaplan.com/ema/SignIn?ema%2fria%2fvisionwealthplanning" target="_blank">Client Website & Vault</a><span class="pre-nav-divider"> | </span><a href="/schwab">Schwab</a> 972 973</div> 974 975 976 977<!--<div class="pinnacle-crew">--> 978<!-- <h2>Our Team at Pinnacle</h2>--> 979<!-- <h4>--> 980<!-- <br>--> 981<!-- </h4>--> 982<!-- <p>Pinnacle Advisor Solutions (PAS) is a division of Pinnacle Advisory Group, one of the leading wealth management firms in the nation, managing $1.8 Billion for more than 1,100 families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, VWP can assure clients it is delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. VWP is provided with a dedicated Client Service Representative and full access to the entire staff. Please see below to meet Pinnacleâs investment team or click <a href="/news">here</a> for updates from the team.</p>--> 983<!-- <div class="row">--> 984<!-- <div class="member-item has-thumb show-4-up">--> 985<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/SyEJouaZf/Rick-Vollaro-180.png" alt="Rob Hinson Photo"></figure>--> 986<!-- <header class="member-header">--> 987<!-- <h3>Rick Vollaro, CPA</h3>--> 988<!-- <div class="member-title">Chief Investment Officer, Managing Partner</div>--> 989<!-- </header>--> 990<!-- </div>--> 991<!-- <div class="member-item has-thumb show-4-up">--> 992<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/H1GgouTbM/Ken-Solow.png" alt="Mike Corcoran Photo"></figure>--> 993<!-- <header class="member-header">--> 994 995<!-- <h3>Ken Solow, CFP®, CLU® ChFC®</h3>--> 996<!-- <div class="member-title">Founding Partner, Chairman of the Investment Committee</div>--> 997<!-- </header>--> 998<!-- </div>--> 999<!-- <div class="member-item has-thumb show-4-up">--> 1000<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/HyLv2_T-M/Carl-Noble-180.png" alt="Kimberli Fleck, Esq Photo"></figure>--> 1001<!-- <header class="member-header">--> 1002<!-- <h3>Carl Noble, CFA</h3>--> 1003<!-- <div class="member-title">Senior Analyst</div>--> 1004<!-- </header>--> 1005<!-- </div>--> 1006<!-- <div class="member-item has-thumb show-4-up">--> 1007<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/H1UQ2upbz/sauro_locatelli_180.png" alt="Kimberli Fleck, Esq Photo"></figure>--> 1008<!-- <header class="member-header">--> 1009<!-- <h3>Sauro Locatelli, CFA, FRMâ¢</h3>--> 1010<!-- <div class="member-title">Director of Quantitative Research</div>--> 1011<!-- </header>--> 1012<!-- </div>--> 1013 1014 1015<!-- <div class="member-item has-thumb show-4-up">--> 1016<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/rJ-yjupWG/sean_dillon_180.png" alt="David Rosenblatt Photo"></figure>--> 1017<!-- <header class="member-header">--> 1018<!-- <h3>Sean Dillon, CMT, CFTe®</h3>--> 1019<!-- <div class="member-title">Technical Analyst</div>--> 1020<!-- </header>--> 1021<!-- </div>--> 1022 1023<!-- <div class="member-item has-thumb show-4-up">--> 1024<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/B1Jlo_pZz/jzimmermann_180.JPG" alt="Jacqueline Trezza Photo"></figure>--> 1025<!-- <header class="member-header">--> 1026<!-- <h3>Joe Zimmerman</h3>--> 1027<!-- <div class="member-title">Head Trader</div>--> 1028<!-- </header>--> 1029<!-- </div>--> 1030 1031<!-- <div class="member-item has-thumb show-4-up">--> 1032<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/Sy3C5up-z/Causley-180.jpg" alt="Kimberli Fleck, Esq Photo"></figure>--> 1033<!-- <header class="member-header">--> 1034<!-- <h3>Ross Causley</h3>--> 1035<!-- <div class="member-title">Trader</div>--> 1036<!-- </header>--> 1037<!-- </div>-->
1038<!-- <div class="member-item has-thumb show-4-up">--> 1039<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/ryo1sOaZf/Dan-Mento-180-copy-2.JPG" alt="Jennifer Bohlman Photo"></figure>--> 1040<!-- <header class="member-header">--> 1041<!-- <h3>Dan Mento</h3>--> 1042<!-- <div class="member-title">Trader</div>--> 1043<!-- </header>--> 1044<!-- </div>--> 1045<!-- </div>--> 1046 1047<!-- <h4>--> 1048<!-- <br>--> 1049<!-- </h4>--> 1050<!-- <h2>Client Services Team</h2>--> 1051<!-- <h3>--> 1052<!-- <br>--> 1053<!-- </h3>--> 1054<!-- <div class="row">--> 1055<!-- <div class="member-item has-thumb show-4-up">--> 1056<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/BJwr6dT-G/kristentucker180.png" alt="Rob Hinson Photo"></figure>--> 1057<!-- <header class="member-header">--> 1058<!-- <h3>Kristin Tucker, CFP®</h3>--> 1059<!-- <div class="member-title">Director of Client Relations</div>--> 1060<!-- </header>--> 1061<!-- </div>--> 1062<!-- <div class="member-item has-thumb show-4-up">--> 1063<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/SJ2rpu6ZG/sramina-hires.jpg" alt="Mike Corcoran Photo"></figure>--> 1064<!-- <header class="member-header">--> 1065<!-- <h3>Steven Ramina, RP®, ChFC®</h3>--> 1066<!-- <div class="member-title">Senior Client Relationship Specialist</div>--> 1067<!-- </header>--> 1068<!-- </div>--> 1069<!-- <div class="member-item has-thumb show-4-up">--> 1070<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/Hkg8aup-z/kescalona_1801.jpg" alt="Jennifer Bohlman Photo"></figure>--> 1071<!-- <header class="member-header">--> 1072<!-- <h3>Karima Escalona, RP®</h3>--> 1073<!-- <div class="member-title">Senior CLIENT RELATIONSHIP SPECIALIST</div>--> 1074<!-- </header>--> 1075<!-- </div>--> 1076<!-- <div class="member-item has-thumb show-4-up">--> 1077<!-- <figure class="thumbnail"><img src="https://static.twentyoverten.com/5a29586cd744f3738318b502/BkE8aOTbG/Michelle-180-copy-1.jpg" alt="Jacqueline Trezza Photo"></figure>--> 1078<!-- <header class="member-header">--> 1079<!-- <h3>Michelle Wong, RP®</h3>--> 1080<!-- <div class="member-title">CLIENT RELATIONSHIP SPECIALIST</div>--> 1081<!-- </header>--> 1082<!-- </div>--> 1083<!-- </div>--> 1084<!--</div>--> 1085 1086
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vendor: 127 bytes, lines 1184-1187
1184window.dataLayer = window.dataLayer || []; 1185function gtag(){dataLayer.push(arguments);} 1186gtag('js', new Date()); 1187gtag('config', '
1187UA-35410273-1
vendor: 4 bytes, line 1187
1187');
1188</script>
1188 1189 1190<!-- tot - Global site tag (gtag.js) - Google Analytics -->
vendor: 64 bytes, lines 1190-1191
1190 1191<script async src="https://www.googletagmanager.com/gtag/js?id=
1191UA-46480539-15
vendor: 12 bytes, line 1191
1191"></script>
1192<script>
vendor: 127 bytes, lines 1193-1196
1193window.dataLayer = window.dataLayer || []; 1194function gtag(){dataLayer.push(arguments);} 1195gtag('js', new Date()); 1196gtag('config', '
1196UA-46480539-15
vendor: 4 bytes, line 1196
1196');
1197</script>
1197 1198</body> 1199</html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.