Advisor Council

Lee Baker, founder, owner and president of Apex Financial Services

Lee Baker is founder, owner and president of Apex Financial Services, an Atlanta-based financial planning firm "dedicated to helping individuals and businesses achieve their goals."

Louis Barajas is the founder and CEO of Wealth Management LAB, a fee-only boutique firm specializing in the entertainment industry.

Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'

Douglas A. Boneparth, president and founder of Bone Fide Wealth

Douglas Boneparth is president of Bone Fide Wealth, a Manhattan-based wealth management firm focusing on millennials, young professionals and entrepreneurs.

Jude Boudreaux, partner and senior financial planner at The Planning Center, New Orleans.

Jude Boudreaux is partner and senior financial planner at The Planning Center in New Orleans.

Lazetta Rainey Braxton

Lazetta Rainey Braxton is founder and CEO of Financial Fountains, delivering financial planning and investment management services.

Marguerita Cheng, CEO of Blue Ocean Global Wealth

Marguerita M. Cheng is the chief executive officer and co-founder of Blue Ocean Global Wealth.

Cathy Curtis

Cathy Curtis is an independent certified financial planner and founder and owner of fee-only investment advisory firm Curtis Financial Planning.

Rianka R. Dorsainvil is founder and president of Your Greatest Contribution, a virtual fee-only comprehensive financial planning firm.

Blair duQuesbay investment advisor at Ritholtz Wealth Management

Blair duQuesnay, CFP, is an investment advisor at Ritholtz Wealth Management.

Shannon Eusey

Shannon Eusey is a founder of Beacon Pointe Advisors and co-founder of financial educational subscription email "The Sense."


Stacy Francis is president and CEO of Francis Financial, a fee-only wealth management advisory serving women, couples and those experiencing divorce.

Barry Glassman, CNBC Financial Advisory Board

Barry Glassman is founder and president of Glassman Wealth Services, specializing in alternative asset-allocation strategies.

Ted Jenkin, CEO and founder of oXYGen Financial

Ted Jenkin, CFP® is the CEO and Founder of oXYGen Financial, a financial advisory and wealth management firm specializing in the X & Y Generations.

Ivory Johnson

Ivory Johnson is founder of Delancey Wealth Management, with more than 20 years of investment experience.

Diahann Lassus

Diahann Lassus is co-founder, president and chief investment officer of Lassus Wherley, a subsidiary of Peapack-Gladstone Bank.

Financial planner, speaker and author Tim Maurer is a wealth advisor and director of personal finance for Buckingham and the BAM Alliance.

Carolyn McClanahan

Carolyn McClanahan, an M.D. and CFP, is founder and director of financial planning at Life Planning Partners and a regular speaker on health and finance.

Winnie Sun

Winnie Sun, founder of Sun Group Wealth Partners, is one of the most followed financial experts on social media.

Lauryn Williams, CFP, founder of Worth Winning

Lauryn Williams is a four-time Olympian and founder of Worth Winning, which offers virtual services to help young professionals get the answers to the financial questions that matter most to them.

About Advisor Council

  • The CNBC Digital Financial Advisor Council is made up of 20 high-level financial professionals. These wealth management professionals will contribute guest columns over the next 12 months as well as provide their insights and frontline perspective to the CNBC Digital news team covering this dynamic space. The goal of assembling this esteemed group is to provide investors with straightforward, informative and relevant content that make investment terms and strategies more transparent and help them navigate the multitude of complex investment options and strategies.

Contact Advisor Council


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