MarketShare Financial

10/08/2026

Eric Millican and Joelle Ladner had the privilege of hosting a celebration lunch for retired advisor, Michael Wholehan of Wholehan Wealth in Toledo, OH. They enjoyed a fantastic meal at Mancy's Steakhouse in Toledo alongside Ben Taylor (Mike's successor and son-in-law) and Patti Taylor (Mike's daughter). Many memories, laughs and overall great conversations were had. On behalf of our MarketShare family, we wish you an amazing retirement and love to hear all the great things you have planned!

09/28/2026

How would your family’s quality of life be financially impacted by your absence? Life insurance can help prevent additional tragedies beyond your death. Call us today for a free analysis.

09/24/2026

That's a wrap on The 3C Collective! 🎉

We closed out our 3C Collective tour in Toledo, OH, and what a way to finish. After stops in Dallas, Tampa, Indianapolis, and Fort Wayne, it was the perfect final chapter.

These evenings brought MarketShare Advisors and their office staff together around the three values that guide everything we do:

🤝 Collaboration: Advisors and staff swapped ideas, shared what's working in their practices, and tackled challenges together. Some of the best strategies come from a conversation across the table.

🌱 Cultivate: We invested in growth, both professional and personal. Every city left us with new insights, stronger skills, and fresh energy to bring back to our offices.

🏘️ Community: Most of all, these nights reminded us that we're more than a network. We're a community that supports and celebrates each other.

A huge thank you to everyone who came out in Toledo and at every stop along the way. You made this series what it was.

And we're not slowing down. We're already excited to start planning the next round of 3C Collective events. Stay tuned, because we can't wait to see you there! 👀

09/22/2026

Woulda, shoulda, coulda. Don’t put off a life insurance policy any longer. What if they can’t afford to keep the house? Or pay for college? Don’t put it off ‘til tomorrow – call us today. We’re here to help.

09/18/2026

Small business owners have so much at stake. Would your family have the funds to purchase the business or replace its income if you were to die suddenly? Call us today to discuss how to put the best protection in place.

09/17/2026

Stop #4 on the 3C Collective Tour: Fort Wayne, IN!

Our local MarketShare affiliated advisors joined us for an amazing evening at Baker Street Restaurant in Fort Wayne where we continued our mission to celebrate Community, Collaboration and Cultivation! With 4 cities down, we have one more trip to go! Toledo, OH, you're on the clock!

A big thanks to Fields and Financial for joining us again and illustrating their great partnership with us!

09/15/2026

MarketShare Financial's VP of Strategic Partnerships & Development, Eric Millican, recently attended the Bowling Green State University Financial Planning Symposium. The day was full of insightful industry feedback provided by faculty, students, money managers, independent RIA's, independent financial planning firms and HR professionals. A big thanks to Liuling Liu, Jennifer Percival, and Suzanne Swoap for an amazing experience and welcoming into the Falcon network! BGSU and their CFP program are making amazing strides to build high caliber young professionals to enter the workforce! Excited to build on this partnership going forward!

09/15/2026

If you were to die tomorrow, could your family pay off your debts? Life insurance can be a safety net should the unthinkable occur. Call us today to put the right coverage in place.

09/11/2026

09/10/2026

Stop #3 on the 3C Collective tour: Indianapolis, IN! 🏙️

MarketShare Financial advisors gathered at Prime 47 for another great night of Collaboration, Community, and Cultivate. Three cities in, and the energy just keeps building. Our next stop will be Fort Wayne, IN!

Shoutout to our wonderful partners at Protective and OneAmerica!