- A
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Agamata, Amie
LPL Financial
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Altman, Gary
Altman & Associates, a division of Frost Law
-
Andrews, Erinn
GiveTeam
-
Appleby, Denise
Appleby Retirement Consulting Inc.
-
Archuleta, Kristy
University of Georgia & Financial Behavior Keynote Group
-
Aviles, Thomas
Morningstar
- B
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Barrie, Marjorie
FPA of Suncoast / ACSIA Partners
-
Bennetts, Chet
-
Bentley, Christopher
Wings for Widows
-
Blanchett, David
PGIM
-
David Blanchett
-
David Blanchett
-
Brock, Brooklyn
Ellevate Advisors
-
Brown, Kellan
Income Lab
-
Buie, Elissa
Yeske Buie
- C
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Cabrices, Diana
Diana Cabrices Consulting
-
Cain, Sarah
Carson Group
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Campbell, Autumn
Facet Wealth
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Campbell, Jacqueline
Alexander Legacy Private Wealth Management
-
Clark, Jeffrey
Jackson
-
Coughlin, Joseph
MIT AgeLab
- D
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Dauphine, Jon
Foundation for Financial Planning
-
Dickholtz, Lisa
DICKHOLTZ HEALTH & WEALTH
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Dore, Kate
-
Downard, Kristine
-
Dreizler, Sonya
Choir
- F
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Fedusenko, Kalli
Kalli Collective
-
Fitzpatrick, Justin
Income Lab
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Florian, Amy
Corgenius, Inc.
-
Froberg, John
IronBridge Wealth Counsel
- G
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Garcia , Freddy
-
Gardner, Chris
HappYness
-
Gardner, Mac
MNY Fraternity, Inc.
-
Garfield, Laura
Idea Decanter
-
Laura Garfield
-
Laura Garfield
-
Geisler, Greg
Indiana University
-
Gottula, Sharon
Idea Decanter
-
Sharon Gottula
-
Sharon Gottula
- H
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Hanson, Cynthia
Ameriprise Financial
-
Hiebert, Daniel
Minnesota State University, Mankato
-
Hopkins, Jamie
Carson Group
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House, Tiffany
Tax & Estate Strategy
- J
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Jagelski-Schofield, Jill
AdvisorPR®
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Jones, Paula
Jones Estate Group, Inc.
- K
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Keller, Kevin
CFP Board
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Kohl, Alana
AdvisorPR®
-
Koochel, Emily
eMoney Advisor
- L
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LaTourette, Laura
Family Wealth Management Group
-
Lazaroff, Peter
Plancorp
-
Lee, Courtney
Dimensional Fund Advisors
-
Lee, James
Lee Investment Management
-
Lee, Sheng-Hung
MIT AgeLab
-
Liu, Zhikun
Europacifica
-
Ludwig, Eric
The American College Center for Retirement Income
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Lurtz, Meghaan
Kitces/KSU/Columbia
- M
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Mace, Shauna
SEI
-
Macey, Rex
Red Tortoise, LLC
-
Mack, Justin
Financial Planning magazine
-
Middleton, Matt
Advisor Circle
-
Moisand, Dan
Moisand Fitzgerald Tamayo, LLC
-
Dan Moisand
-
Dan Moisand
-
Dan Moisand
- N
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Nakada, Peter
Stone Ridge Asset Management
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Nunez, Taylette
-
Nwasike, Christian
Association of African American Financial Advisors
- O
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O'Malley, Abbey
- P
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Peterson, Mark
BlackRock
-
Phillips, Penny
Journey Strategic Wealth
- R
-
Resch, Stephen
Finance of America Reverse
-
Roubini, Nouriel
Roubini Macro Associates
-
Rozen, Matt
Advice Dynamics Partners
-
Rutley, Jen
- S
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Schoneberger, Laine
Yrefy, LLC
-
Schreiber, Heather
HLS Retirement Consulting, LLC
-
Selig, David
https://www.advicedynamicspartners.com/
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Shebesta, Darin
Jackson/Roskelley Wealth Advisors, Inc.
-
Darin Shebesta
-
Darin Shebesta
-
Shedlock, Andrew
Kutak Rock LLP
-
Silver, Caleb
Investopedia
-
Smith, Brianne
Brianne C Smith CPA LLC and Auburn University Montgomery
-
Spaccarotelli, Jake
One Insurance Solution for RIAs
-
Sung, Connor
eMoney Advisor
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Sweeney, Steven
Allianz
- T
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Taylor, Linda
Global Accounting Aid Consulting
-
Todd, Timothy
Liberty University School of Law
- V
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Van Court, Tanya
Goalsetter
- W
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Walsh, Brian
SoFi
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Williams, Catherine
Dimensional Fund Advisors
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Wittman, Cozy
College Inside Track