Pamela Capalad is a highly experienced financial professional and a CERTIFIED FINANCIAL PLANNER with over 13 years of experience in the financial services industry. Her expertise in wealth management and financial planning has helped many individuals and families achieve their financial goals. In 2014, Pamela founded Brunch & Budget, a financial planning and education company that offers personalized financial guidance to... read full bio
Marc Rice is a marketing expert and the CEO of Snappy Kraken, a company that offers marketing automation solutions for financial advisors. With over two decades of experience in the financial services industry, Rice has a deep understanding of the challenges faced by advisors when it comes to marketing their services effectively. Rice started his career in the financial services industry... read full bio
Cici Prsha is a seasoned marketing and event planning professional, and the CEO and founder of CJN. With over 20 years of experience, Cici has established herself as a trusted leader in the industry. Prior to founding CJN, Cici spent 13 years at Independent Financial Group, LLC, where she led the marketing efforts for the firm. Her responsibilities included managing all... read full bio
Isaac is a well-known financial expert, serving as the President and CEO of Cordant Wealth Partners. His extensive knowledge and expertise in investing and financial industries have made him a sought-after speaker and writer. Isaac's work has been featured in top-tier publications such as Bloomberg, US News, Yahoo Finance, Business Insider, and Wealth Management magazine. In recognition of his contributions to... read full bio
Tina Powell is a highly accomplished digital marketing executive with over two decades of experience driving growth for financial services companies. She currently serves as the Chief Growth Officer at Intentionly, where she works alongside Co-Founders Kelly Waltrich and Meghan Richter to transform the marketing strategies of financial technology and services companies. Tina's impressive track record of delivering results for her... read full bio
Christopher Norton is a seasoned marketing executive with a wealth of experience in brand strategy, product marketing, and digital marketing. He currently serves as the Chief Marketing Officer (CMO) for a leading technology company. With over 20 years of experience in the field, Christopher is widely recognized as an expert in marketing and brand strategy. He has a proven track record... read full bio
Matt Neuman is a prominent figure in the financial planning industry, known for his expertise and dedication to helping financial advisors grow their businesses. He is a co-founder and managing partner of Advisors Excel, a leading independent insurance brokerage and consulting firm based in Topeka, Kansas. Matt's passion for helping financial advisors achieve success is evident in the culture he has... read full bio
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
