How do advisors help clients navigate market volatility without disrupting their long-term financial plans?

In Part 1 of Industry Spotlight, Gary Preisser of Stonebriar Wealth Advisors joins Eric Alvarado and Tedd Hikes of CBS Brokerage to discuss the importance of liquidity planning and risk management.

A key theme of the conversation is the need for a dedicated cash flow strategy during periods of market volatility. Gary explains why maintaining a "cushion" of liquid assets can help clients meet income needs without being forced to sell long-term investments during market downturns.

This episode highlights an important reality of retirement planning: success isn't just about investment performance. It's about ensuring clients have access to the resources they need when they need them most.

Stay tuned for Part 2.

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In this episode of CBS Spotlight, the conversation features Teresa De Leon, National Director of Sales at Arden Trust, who discusses how trust planning can help families preserve wealth, protect beneficiaries, and create continuity across generations. Teresa shares how Arden Trust partners with financial advisors and their clients to navigate complex trust and estate planning needs, emphasizing the value of engaging a corporate trustee early in the planning process.

The discussion explores the importance of proper trust administration, the challenges that can arise when family members are tasked with trustee responsibilities, and how a professional trustee can provide objectivity, continuity, and fiduciary oversight. Teresa also highlights Arden's relationship-focused approach, which seeks to complement the advisor-client relationship while helping families manage sensitive dynamics, protect aging clients, and ensure their wishes are carried out effectively. Ultimately, the conversation centers on how thoughtful trust planning can bring clarity, confidence, and peace of mind to both clients and their loved ones.

In this Part 2 episode of CBS Spotlight, Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, shares her perspective on growth, resilience, and intentional living. She discusses viewing life in “seasons,” using transitions as opportunities to reflect and realign priorities.
Kim reflects on her time as a single mother, emphasizing how firm boundaries allowed her to stay focused at work while being fully present for her children. She also challenges the idea of “balance,” encouraging individuals instead to align with the priorities of their current season and protect their time.

The conversation highlights her belief that money is a tool—not the source of happiness—but a way to live out values like kindness, generosity, and growth. She also credits persistence as a key driver of success, viewing challenges as lessons and encouraging others to take ownership of their path.
Kim closes by emphasizing mentorship and legacy, with a passion for inspiring women to believe in themselves, claim their seat at the table, and support one another in their growth.

In this episode of CBS Spotlight, the conversation features Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, who shares her remarkable personal and professional journey. Kim reflects on her 38‑year career in the financial industry and how life’s challenges—from stepping into a caregiver role at a young age to advocating fiercely for her children during serious health crises—shaped her into a resilient leader and advisor. The discussion explores her definition of “grit,” the importance of advocacy and generosity in leadership, and how her lived experiences directly inform the way she shows up for clients, mentors others, and builds deep, trust‑based relationships within her practice.

Part 2 of our conversation with Liz Hand goes even deeper. Liz expands on how values‑based planning shapes better outcomes for clients, especially women navigating retirement transitions. She shares practical insights on creating space for meaningful conversations, balancing growth with sustainability, and leading with empathy in an industry that often prioritizes numbers over people. It’s an honest look at how intentional firm design—and intentional listening—can transform both client relationships and long‑term success.

In this episode of CBS Spotlight, features Liz Hand from Pleasant Wealth. Liz shares her journey as a second‑generation financial advisor and how she’s helped reshape her family’s practice into a more intentional, human‑centered firm. The conversation dives into the intersection of money and mindset, serving women approaching and entering retirement, and building an advisory practice rooted in purpose, clarity, and long‑term sustainability

In this episode, we feature James Wong, founder of The Founder's Chair. With over two decades in financial services, James brings deep experience in insurance, technology distribution, startups, and M&A. He shares his personal journey and the philosophy behind The Founder’s Chair, focused on helping founders lead with clarity and connecting funders with meaningful growth opportunities.

In this episode of CBS Spotlight, features Rick & Jake Eskin from Dye & Eskin, highlight unique corporate life insurance solutions that do not require medical exams. The discussion focuses on how advisors can leverage these guaranteed issue life products to provide substantial benefits to corporate clients, streamline the insurance process, and expand their business with minimal effort