Jason is a man of many talents. With experience ranging from selling fine wine to fixing US Navy warplanes as an avionics technician, he has a diverse skillset that he applies to his work in public relations (PR). Over the years, he has developed a refined understanding of high-quality PR practices, which he has put into practice throughout his career. After... read full bio
Danika Waddell is a highly experienced financial planner and entrepreneur, who has been recognized as a leader in the field of financial planning and wealth management. She is the President and Founder of Xena Financial Planning, a boutique financial planning firm that specializes in helping women and families achieve their financial goals. With over 15 years of experience in the financial... read full bio
Nitesh Verma is an accomplished business executive and entrepreneur, with a proven track record of success in building and growing partnerships and driving revenue growth for businesses across a range of industries. He currently serves as the Head of Enterprise & Partnerships at Snappy Kraken, a leading provider of marketing automation technology for financial advisors. Verma has over a decade of... read full bio
Lindsey Swanson is the founder of Stripper Financial Planning, a financial planning service that is designed specifically for exotic dancers and other sex industry workers. With over a decade of experience in the industry, Lindsey is a passionate advocate for financial literacy and empowerment for sex industry workers. After working as an exotic dancer for several years, Lindsey became frustrated with... read full bio
Angela York is a co-founder of Custom Strategic Marketing, a boutique marketing agency that provides customized marketing solutions to small and medium-sized businesses. With over a decade of experience in marketing and communications, Angela is a skilled strategist who is passionate about helping businesses achieve their marketing goals. After earning her Bachelor's degree in Communications from a prestigious university, Angela began... read full bio
Elyse Stoner is a seasoned marketing professional and the founder of Custom Strategic Marketing, a boutique marketing agency based in the United States. With over a decade of experience in the industry, Elyse is a strategic thinker and a creative problem solver who is dedicated to helping businesses achieve their marketing goals. After earning her Bachelor's degree in Marketing from a... read full bio
Taylor Schulte, CFP® is a highly respected financial advisor and entrepreneur with over 15 years of experience in the industry. He is the founder and CEO of Define Financial, a fee-only financial planning and investment management firm based in San Diego, California. Taylor is a passionate advocate for financial education and empowerment. He is the host of the popular podcast "Stay... read full bio
Kristen Schmidt is a highly regarded financial advisor and entrepreneur with over 20 years of experience in the industry. She is the founder and owner of RIA Oasis, a consulting firm that helps registered investment advisors (RIAs) build and grow their businesses. Prior to founding RIA Oasis, Kristen served as the Chief Compliance Officer and Director of Operations at a successful... read full bio
Kian Salehizadeh is a highly accomplished financial executive with over 20 years of experience in the industry. He currently serves as the Vice President of Finance at LPL Financial, the largest independent broker-dealer in the United States. Kian joined LPL Financial in 2016 and has played a critical role in the company's financial operations, strategic planning, and corporate development. He oversees... read full bio
Samantha Russell is a highly respected and influential figure in the financial services industry. She is currently the Chief Evangelist at FMG Suite, a leading provider of digital marketing solutions for financial advisors. Samantha has over 15 years of experience in the financial services industry, with a focus on marketing and communications. Her expertise lies in helping financial advisors and wealth... read full bio
Rea Ross is a highly experienced marketing professional currently serving as a Field Marketing Manager with the National Association of Credit Management (NACM), a non-profit organization that provides education and resources to professionals in the credit and financial industry. In her role, Ross is responsible for developing and executing marketing strategies to promote NACM's products and services to members and... read full bio
Luis Rosa is the host of the popular finance podcast, On My Way to Wealth, where he shares his insights and experiences on personal finance and wealth building. As a financial planner and founder of Build a Better Financial Future, Rosa has helped many clients achieve their financial goals, and he brings that same passion and expertise to his podcast. Rosa’s... read full bio
Mike Rinard is a seasoned marketing professional who currently serves as the Head of Lead and Demand Gen at Snappy Kraken, a leading marketing automation platform for financial advisors. In this role, he is responsible for developing and executing strategies to generate high-quality leads and drive demand for Snappy Kraken's services. Rinard has over 15 years of experience in marketing, with... read full bio
Carl Richards is a well-known certified financial planner and advisor, recognized for his unique ability to simplify complex financial concepts with doodle-like drawings. His decade-long “Sketch Guy” column in The New York Times has earned him a loyal following, but his work to help financial advisors is equally notable. Richards believes that avoiding behavioral mistakes is a critical component of sound... read full bio
Dave Zoller is a highly accomplished entrepreneur and business owner who is widely recognized for his exceptional leadership and financial expertise. He is the founder and owner of Streamline Financial, a boutique accounting and financial services firm that provides customized solutions for businesses of all sizes. Dave's entrepreneurial journey began in the early 2000s when he started his first business in... read full bio
Kendra Wright is the Owner and Head Strategist of Rebel Media Marketing Agency, a full-service marketing firm specializing in helping small businesses grow and succeed. With over 10 years of experience in marketing and branding, Kendra has become a trusted advisor to entrepreneurs and business owners across a variety of industries. After graduating with a degree in Marketing from the University... read full bio
Corey Westphal is the Founder and CEO of Mobile Assistant, a leading provider of mobile dictation and transcription services for the financial services industry. With over 20 years of experience in the industry, Corey has established himself as a visionary leader and a true pioneer in the world of mobile dictation. Corey founded Mobile Assistant in 2008 with the goal of... read full bio
Marlon is a financial advisor who specializes in working with travel nurses. He was inspired to pursue this niche when his wife Jill gave birth to their son Teddy and they had the pleasure of meeting Jess, Teddy's Labor and Delivery Nurse who was a Travel Nurse. Marlon recognizes the critical role that travel nurses play in providing essential services to... read full bio
James is a highly accomplished Certified Financial Planner™ professional with more than 25 years of experience in wealth management and personal financial planning. With a keen interest in the intersection of finance and daily life, James has helped numerous clients navigate complex financial decisions throughout his career. James finds great satisfaction in helping clients make informed decisions about their finances and... read full bio
Nicôle Lecky is a multifaceted talent hailing from the United Kingdom, known for her work as an actress, writer, and director. Born and raised in London, she developed a passion for the arts at a young age, attending the prestigious Sylvia Young Theatre School to hone her craft. Lecky's acting career began in earnest in 2014, when she was cast in... read full bio
