Megan L. Spear, CFP, CRPC, APMA

07/19/2026

Celebrating 22 years of dedication. Thank you, Patti, for your tireless work and the steady support you provide our team and clients.

07/17/2026

We're excited to launch the official Lumina Planning Partners page! 🎉

Follow us for financial planning insights, team updates, and a look behind the scenes as we help bring our clients' futures into focus.

A private wealth advisory practice of Ameriprise Financial Services, LLC

07/16/2026

✈️🌍 Travel Thursday: European Adventure Edition

This week, we're sharing highlights from Matthew and his family's whirlwind journey through London, Greece, and Switzerland. From historic landmarks and beautiful coastlines to breathtaking mountain views, every stop offered something memorable.
But our favorite story came at the very end of the trip.

After a long day of travel, Ruby stepped off the plane and said:
"I can't believe we're finally in Pittsburgh!" ❤️

As much as the family enjoyed exploring new places and cultures, that moment was a great reminder that there's no place like home.

✈️🌍🏡

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/16/2026

Our office will close at 1:00 PM today, July 16th, as our team gathers for a special event. Thank you for your understanding as we invest in the people who help us serve you best. We look forward to connecting with you when we return.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/15/2026

🎂 Happy Birthday, Barb!

May the year ahead bring joy with family, confidence in what’s next, and the freedom to enjoy life’s moments—big and small. Cheers to another great year ahead!

07/09/2026

Travel Thursday: Alaska Edition

This week, we're following Allison on the trip of a lifetime—an Alaskan cruise! From Vancouver to Ketchikan, Juneau, Skagway, Whittier, and Anchorage, the journey was filled with unforgettable experiences.

🐋 Whale watching
🎣 Salmon fishing
❄️ Glacier hikes
🚂 Scenic train rides
⛏️ Gold panning

"This was a trip I've wanted to take all my life, and it didn't disappoint."

Thanks for sharing your adventure, Allison! Stay tuned for more Team Lumina travel highlights throughout the summer.

🏔️✈️🐋

07/08/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

07/06/2026

Thank you, Matthew, for 23 years of expertise, professionalism, and lasting impact. We appreciate all that you contribute to Lumina Planning Partners and the clients we proudly serve.