Advisor Council
Lee Baker
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
Louis Barajas is the COO and partner at MGO Wealth Advisors. His clients are successful celebrities and executives in the entertainment industry and professional sports.
Sophia Bera
Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'
Douglas A. Boneparth
Douglas Boneparth is president of Bone Fide Wealth, a Manhattan-based wealth management firm focusing on millennials, young professionals and entrepreneurs.
Jude Boudreaux
Jude Boudreaux is partner and senior financial planner at The Planning Center in New Orleans.
Lazetta Braxton
Lazetta Rainey Braxton is co-founder and co-CEO of 2050 Wealth Partners, a fee-only financial planning and wealth management firm serving professionals, small-business owners, first-generation wealth-builders and sandwich generation wealth protectors.
Marguerita Cheng
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
Rianka R. Dorsainvil is co-founder and co-CEO of 2050 Wealth Partners, a fee-only financial planning and wealth management firm serving professionals, small-business owners, first-generation wealth-builders and sandwich generation wealth protectors.
Blair duQuesnay
Blair duQuesnay, CFP, is an investment advisor at Ritholtz Wealth Management.
Shannon Eusey
Shannon Eusey is a founder of independent fee-only RIA Beacon Pointe Advisors and co-founder of financial educational subscription email "The Sense."
Stacy Francis
Stacy Francis is president and CEO of Francis Financial, a fee-only wealth management advisory serving women, couples and those experiencing divorce.
Barry Glassman
Barry Glassman is founder and president of Glassman Wealth Services, specializing in alternative asset-allocation strategies.
Ted Jenkin
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.
Tim Maurer
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, co-founder and managing director of California-based Sun Group Wealth Partners, is one of the most followed financial experts on social media.
Lauryn Williams
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.