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 president and partner at MGO Wealth Advisors. His clients are successful celebrities and executives in the entertainment industry and professional sports.
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 is partner and senior financial planner at The Planning Center in New Orleans.
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 M. Cheng is the chief executive officer at Blue Ocean Global Wealth.
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, CFP, is an investment advisor at Ritholtz Wealth Management.
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 is the president and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.
Barry Glassman is founder and president of Glassman Wealth Services, specializing in alternative asset-allocation strategies.
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 is founder of Delancey Wealth Management, with more than 20 years of investment experience.
Diahann Lassus is managing principal at Peapack Private Wealth Management.
Financial planner, speaker and author Tim Maurer is head of wealth management at Triad Financial Advisors.
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, 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 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.