May 2026

Clients and Friends of The Center,

We’re pleased to share a number of exciting updates and helpful resources in this edition of our newsletter.

First, we’re proud to celebrate Tim Wyman, CFP®, JD, Sandy Adams, CFP®, and Nick Defenthaler, CFP®, RICP®, who have been recognized by Forbes as 2026 Top Wealth Advisors Best‑in‑State. This distinguished honor reflects their continued commitment to thoughtful planning, trusted guidance, and strong client relationships—congratulations to all three!

In this issue, you’ll also find a replay of our Turning Personal Values into Financial Strategy webinar, information about the upcoming 2026 Longevity Virtual Conference, and timely blog insights covering investing, housing, disability coverage, and important life transitions. We’ve also included highlights from around The Center, including recent conferences, office happenings, and more.

Happy reading!

Your Center Team

Forbes Recognizes Tim, Sandy, and Nick as

Best-in-State Top Wealth Advisors!

We’re happy to share that our own Tim Wyman, CFP®, JD, Sandy Adams, CFP®, and Nick Defenthaler, CFP®, RICP® have been recognized by Forbes as 2026 Top Wealth Advisors Best-in-State!

This distinguished recognition—awarded by Forbes in partnership with SHOOK Research—honors advisors who consistently demonstrate exceptional expertise, strong client relationships, and a commitment to excellence.

As firm partners, Tim, Sandy, and Nick help set the standard for high-quality, individualized, and comprehensive financial planning for our clients. Their leadership and client-first mindset shape the experience we deliver every day.

We’re proud to celebrate this well-earned honor—congratulations, Tim, Sandy, and Nick!

Back By Popular Demand - And for a Limited Time!

After the overwhelmingly positive response to Cents & Sensibility with Tim Wyman, CFP®, JD and Rod Meloni in 2025, we’re excited to announce something special. Rod Meloni has generously partnered with us to bring you a limited 12‑episode podcast series created specifically for Gen Xers — the most financially stretched generation.

If you’re juggling competing priorities, feeling behind, or simply ready to get your finances back on track, this podcast is for you. Practical insights, relatable conversations, and real‑world strategies you can actually use.

Only 9 episodes left! Tune in while you can and take the first step toward building stronger financial habits.

Click here or the image above to watch the next episode:

"Flipping the Script - Rod's Story"

Webinar Replays

Turning Personal Values Into 
Financial Strategy Webinar

Join Kali Hassinger, CFP®, CSRIC®, and Mallory Hunt as they explore how personal values and life goals can guide meaningful financial decisions. You’ll gain insight and walk away with practical tools to shape a financial plan that supports what matters most to you.

Upcoming Events

2026 Longevity Virtual Conference

Thursday, May 21st

11:00am - 1:00pm

Did you know that nearly 60 million Americans—about one in four adults—are caring for an adult, most often someone age 50 or older? We want to help caregivers and families understand the planning tools and resources available to support them and the loved ones they care for.

Join us for our upcoming webinar and leave empowered with the tools to:

1. Discover real-world insights on aging-related financial questions, including caregiving costs, healthcare expenses, long-term planning, and family decision-making 
   
2. Receive guidance on legal considerations, planning ahead, and managing caregiver stress to make caregiving more sustainable 
   
3. Learn emotional support options for caregivers facing stress, isolation, and compassion fatigue

When a Loved One Dies: Understanding the First Steps

By Sandy Adams, CFP®

When a spouse or partner passes away, life can change in an instant. Even with careful planning, many survivors are left asking, "What do I do first?" Sandy shares thoughtful guidance on the important first steps to take during this difficult time.

READ MORE

What Are the Hidden Costs of Buying a Home?

By Bob Ingram, CFP®

Buying a home costs more than just the mortgage—think down payment, closing costs, taxes, insurance, HOA fees, utilities, maintenance, and even furnishing the space. Planning for these hidden expenses upfront can help you stay comfortably within your budget and avoid surprises later.

READ MORE

Q1 2026 Investment Commentary

By The Center Investment Team

Markets saw early volatility this quarter amid geopolitical tensions, shifting Fed expectations, and swings in oil and gold, with stocks modestly lower and bonds holding steady. Keep reading to see why diversification, discipline, and a long-term focus remain key during short-term market noise.

READ MORE

3 Types of Practical Disability Coverage You Should Know

By Josh Bitel, CFP®

According to the Social Security Administration, nearly 1 in 4 20-year-olds will experience a disability before age 67—yet disability insurance remains one of the most overlooked parts of a financial plan. Protecting your income with the right coverage can help safeguard your greatest asset: your earning power.

READ MORE

Take Your Child to Work Day

It was such a fabulous, fun day here at The Center! From Day Trading and a Treasure Hunt to pizza lunch, new friends, and incredible kid‑energy running through the halls—it was non‑stop smiles and excitement all around!

Jaclyn and Andrew Attend

Small Giants Conference



Jaclyn Jackson and Andrew O' Laughlin attend the annual Small Giants Community Summit - a time for purpose-driven leaders to come together to learn from one another, share stories, and strengthen relationships.

Logan and Sandy Attend Issues in Aging Conference

Logan Dimitrie and Sandy Adams attend Wayne State's Institute of Gerontology Issues in Aging conference, which focuses on current research and best practices in the field of aging.

A Very Successful

Shred Day

Thank you to all of those who stopped by for our annual Shred Day. It's always nice to see your smiling faces!

Sandy Presented with Chief Angel Advocate Award

Our own Sandy Adams was honored with the Chief Angel Advocate and Empowerment Award at the On The Wings of Angels Fundraising Gala, recognizing her leadership and advocacy for survivors of domestic violence. What an incredible honor!

May Center-Versaries

Check out our May Center-Versaries!

Nick Boguth - 12 years on the 5th

Rachel Breuer - 2 years on the 16th

Staff Spotlight: Logan Dimitrie, CFP®

Fun Facts:

Favorite Hobby: Playing tennis

Go-to Coffee Order: Americano

Comfort Food: Pizza! To be more specific - Pepperoni and onion pizza, with an Italian sub from Green Lantern.

The Inside Scoop: As a teenager, he was one of the “main characters” in a music video for a local Rock and Roll band. 

Years at The Center: 4

About Logan:

Logan is an Associate Financial Planner and CERTIFIED FINANCIAL PLANNER™ at Center for Financial Planning, Inc.® He joined the Center in January 2022 after meeting a few team members while competing in the North American Corporate Chess League on the Center’s Chess team.

He transitioned from the senior living industry to the financial services industry in December 2018, when he joined the Retirement Plan Services team in the Raymond James operations office. Working as a Senior Retirement Plan Service Associate offered him the opportunity to develop an expertise with Individual Retirement Accounts and support Financial Advisors all across the nation with their clients’ IRAs. At The Center, he is part of the Longevity Planning practice group, as well as the Charitable Committee.

Logan and his fiancée, Sarah, live in Fraser with their rescued German Shepherd. His name is Hermes, and he is adorable and quite spoiled. In their free time, they enjoy playing tennis, traveling to tennis tournaments, playing board games, and cycling around town.

Values in Action

At The Center, we take pride in our core values that guide us in serving clients. We believe that our values are imperative to the work we do, and we want to recognize and celebrate team members who have exemplified them.

This month, Mary Sheahan was nominated for Commitment to the Financial Planning Process for consistently remembering to send a welcome card to new clients.

What a great interaction, Mary!

Notifications

Our office will be closed on Monday May 25th in observance of Memorial Day. We look forward to replying to your message when we return on Tuesday, May 26th!

May Charitable Giving Tip:

Honor and Memorial Giving

A Legacy of Love!

As we honor loved ones this Memorial Day, consider a gift in memory of someone special. Tribute gifts to a charitable organization can be a meaningful way to celebrate a life of faith and service.

Discuss with your financial planner how to structure memorial gifts as part of your estate or annual giving.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the authors and not necessarily those of Raymond James.

You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with On The Wings of Angels.