SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

business owners

Two men pose in front of a SYM Financial Advisors—an independent, commission-free fiduciary with 55+ years of serving clients—podcast backdrop featuring the text “Does your company retirement plan stack up?”.

Does Your Company Retirement Plan Stack Up?

January 5, 2026

https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The real key is to keep planning, stay informed, and work with advisors who understand your unique situation. We’ve seen people

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Two men pose in front of a SYM Financial Advisors—an independent, commission-free fiduciary with 55+ years of serving clients—podcast backdrop featuring the text “Does your company retirement plan stack up?”.

Does Your Company Retirement Plan Stack Up?

November 12, 2025

In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what’s best for your personal situation. We touch on recent changes from the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Tim Early, CEO of DreamOn Group, with the SYM Financial Advisors logo and the text “The OWNER’S CORNER” in this commission-free fiduciary presentation.

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

January 23, 2024

In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep dive into his entrepreneurial journey. Tim’s story begins with a move from upstate New York to Florida, marking the start of his career in the medical device industry. His narrative is not just about career choices but also highlights his entrepreneurial spirit. Tim shares candid insights into his early attempts at starting several businesses, discussing

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling man pictured above text that reads “The OWNER’S CORNER EP 19 Matt Roskuski,” a commission-free fiduciary at SYM Financial Advisors.

Bridging the Gap: How Matt Roskuski Helps Companies Work as One

December 5, 2023

Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked for organizations of all sizes, from small privately-owned companies to global giants. His experience spans a diverse collection of industries including technology, telecommunications, manufacturing, consumer products, ecommerce and healthcare.   Matt’s a native of Ft. Wayne and has a degree in Management from Purdue – West Lafayette. Early in his career, he spent nine years

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Gordon Bell, a commission-free fiduciary, for The Owner’s Corner, Episode 18 at SYM Financial Advisors.

Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

November 22, 2023

Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana. Founded in 1991, The Midland Group has advised clients – both national and international with revenues ranging from $10 million to $5 billion – across a range of industries: manufacturing, distribution, service, and retail. The Midland Group, along with its strategic alliance partners, offers advisory services in Leadership Development, Succession Contingency Planning, Sales and Marketing,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Matt Schrock, a commission-free fiduciary at SYM Financial Advisors, for The Owner’s Corner, Episode 17.

How a Values-Driven Culture Attracts Ideal Clients with Matt Schrock

October 31, 2023

In this episode Matt Schrock discusses the journey that led him to joining the family construction business, DJ Construction. He talks about how DJ Construction was started by his grandfather and uncle in 1954 and has grown over the decades to include an office in Kalamazoo, Michigan. Matt describes DJ Construction’s leadership structure and how they ensure the right people are in the right roles. He also discusses the company’s focus on their core values

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