Plaza Advisory Group, Inc

08/21/2026

Trump Accounts vs. 529 vs. UTMA – Which is best for your family? Parents and grandparents have many options when deciding how to save for the next generation's future. Plaza's wealth managers Wh**ey Holt and Corey Briggs shared with Ladue News readers what to consider when making these important decisions. If you have questions - we're happy to help. Read the full article on page 14 of today's Ladue News magazine, or at this link: https://ow.ly/FHQ950ZCqFs

08/13/2026

Congratulations to Andrew Briggs, Corey Briggs, and Brad Coyle, Jr. on being named to Forbes’ 2026 Best-In-State Next-Gen Wealth Advisors list!

This recognition celebrates some of the industry’s rising next-generation talent and reflects the dedication these advisors bring to their clients and their profession every day.

We’re especially proud that Steward Partners advisors have earned a place on this list every year since 2021, a testament to the talent across our firm and our commitment to supporting the next generation of wealth management leaders.

Please join us in congratulating Andrew, Corey and Brad on this well-deserved recognition! 👏



Read more in our press release: https://ow.ly/wY9e50Zzu8t
Disclosures here: https://ow.ly/fGoa50Zzu8u

06/26/2026

We’re proud to share that Corey Briggs has been named to AdvisorHub’s 2026 Advisors to Watch list (Top 400 Advisors to Watch Under $1 Billion).

This recognition highlights advisors and teams who have achieved meaningful growth while maintaining a high level of client service and commitment to those they serve.

While we're honored by this acknowledgment, we know achievements like this are never accomplished alone. We are incredibly grateful for the trust our clients place in us and for the support of our colleagues, partners, and community.

Thank you for being part of our journey. We look forward to continuing to serve individuals and families with the same dedication, care, and long-term focus that have guided our team for nearly 40 years.

Congratulations, Corey, on this well-deserved recognition.



Link to the award:

https://www.advisorhub.com/advisors-to-watch-under-1b-2026/



All recognition award information can be found on Steward Partners’ website at: http://www.stewardpartners.com/recognition.7.html
and
https://www.stewardpartners.com/Important-Disclosures.35.htm

06/25/2026

Great news- Corey Briggs from The Briggs Group at Plaza Advisory is once again featured on this list of outstanding professionals, getting just recognition for his dedication to client needs and unparalleled service.

Excellence is built over time through dedication to clients, commitment to growth, and a relentless focus on delivering advice that makes a difference.

Congratulations to six Steward Partners recognized on AdvisorHub's 2026 Advisors to Watch list in the Under $1B category:

• Corey Briggs
• Alicia C. Fuller
• Todd Hoffman
• Davor Poljak
• Denis Poljak
• James G. Sahagian

This recognition highlights advisors who have demonstrated exceptional growth, professionalism, and a client-first approach to wealth management. We are honored to see these partners recognized among some of the industry's top talent and grateful for the impact they make every day on behalf of their clients.

Join us in congratulating them on this well-deserved achievement: https://ow.ly/E9js50ZgSGs

Disclosure here: https://ow.ly/P2zS50ZgSGt

06/09/2026

The Briggs Group at Plaza Advisory gives an important reminder about the significance of clear estate documents, such as healthcare directives and powers of attorney, which offer guidance to family members during difficult times.

Healthcare directives and powers of attorney are important parts of an estate plan.

They help ensure your wishes are clearly documented and understood if others ever need to make decisions on your behalf.

Having these documents in place can help create clarity for the people closest to you.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

05/28/2026

A fresh and timely article from The Briggs Group at Plaza Advisory

Technology stocks, IPO headlines, and higher interest rates have all been major themes in the market recently.

While strong market performance can create optimism, rising interest rates continue to influence valuations, borrowing costs, and investment decisions across the economy.

A few themes from this month’s article:

• Technology companies remain a large part of today’s market
• IPO activity often returns during periods of strong investor enthusiasm
• Higher rates are creating different opportunities in both stocks and bonds
• Maintaining balance and long-term discipline remains important

The goal is not to react to every headline, but to stay aligned with a thoughtful long-term plan.

Read the full article here:
https://briggsgroup.stewardpartners.com/files/119361/Portfolio%20Perspectives-%20Tech%20Stocks,%20IPOs,%20and%20Higher%20Interest%20Rates.pdf

Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Representatives of The Briggs Group at Plaza Advisory are registered with and provide securities and/or advisory services through Steward Partners.

For importance disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm #:~:text=the%20ranking/award.-,The%20investments,-and%20services%20listed

05/20/2026

Check out page 19 of the Ladue News May 15 issue for the "Women in Business" section featuring Plaza's Wealth Manager Martha Guyer, explaining why women need a financial advisor and planning partner who “gets it”.
https://ow.ly/Or2o50Z1H6M

04/29/2026

We’re proud to share that Corey Briggs has been named to the InvestmentNews 5-Star Financial Planners 2026 list.

This recognition highlights financial planners across the country who demonstrate a strong commitment to their clients and a disciplined approach to long-term planning.

It’s an honor to see Corey included among this group.

Read more here:
https://www.investmentnews.com/ria-news/meet-investmentnews-5-star-financial-planners-for-2026-going-beyond-portfolios/266278

Disclosure information:
https://www.stewardpartners.com/Important-Disclosures.35.htm

04/23/2026

Congratulations to Corey Briggs from The Briggs Group at Plaza Advisory, well deserved recognition along with a group of outstanding peers. Cheers!

04/03/2026

If you turn to page 16 of today's Ladue News magazine, you will see Wh**ey Holt with a tip for readers regarding new tax law changes to charitable deductions in 2026. If you are a passionate giver to charity, you want to make yourself familiar with new options.