Arlene Moss is a prominent figure in the financial planning industry, known for her expertise and dedication to helping people achieve their financial goals. She is a Certified Financial Planner™ (CFP®) and a Registered Investment Advisor (RIA) with more than 15 years of experience in the field. As a member of the XY Planning Network, Arlene Moss has established herself as... read full bio
Marvin Mitchell is a renowned financial advisor and retirement planner with over 20 years of experience in the industry. He is the founder and president of Compass Retirement Solutions, a financial planning firm that specializes in helping individuals and families achieve their retirement goals. Marvin's journey in the finance industry started over two decades ago when he earned his Bachelor's degree... read full bio
Matt Middleton is a highly respected financial advisor and entrepreneur, known for his extensive knowledge of the investment industry and his commitment to helping clients achieve their financial goals. As the founder of Advisor Circle, a boutique wealth management firm, he has built a reputation for providing personalized, comprehensive financial planning services to individuals and families. Matt's career in finance began... read full bio
Francesca McLin is an accomplished business executive, leadership coach, and keynote speaker who has spent more than two decades empowering individuals and organizations to achieve their full potential. With a wealth of experience in the corporate world and a passion for personal development, Francesca has become a trusted advisor to many top-level executives and entrepreneurs. Francesca began her career as a... read full bio
Misty Lynch, CFP, is a renowned personal finance expert and the Owner and CEO of Sound View Financial Advisors, LLC. With a deep understanding of the financial world, Misty has become a sought-after media personality, hosting the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY, a comprehensive guide to personal finance. Misty... read full bio
Leighton Langan is a Content Marketing and Campaign Manager currently working for Snappy Kraken in Ormond Beach, Florida. With experience spanning three companies and three jobs, Leighton has demonstrated an ability to adapt to new roles and environments. While their average tenure at a company is one year and six months, Leighton has been with Snappy Kraken for 151 days... read full bio
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
