Advisor Council
Lee Baker, CFP
Lee Baker is a certified financial planner and the founder, owner and president of Apex Financial Services in Atlanta.
Louis Barajas, CFP
Louis Barajas is a certified financial planner and the CEO of International Private Wealth Advisors in Irvine, California.
Douglas A. Boneparth, CFP
Douglas Boneparth is a certified financial planner and the president and founder of Bone Fide Wealth in New York City.
Jude Boudreaux, CFP
Jude Boudreaux is a certified financial planner and a partner and senior financial planner at The Planning Center in New Orleans.
Lazetta Rainey Braxton, CFP
Lazetta Rainey Braxton is a certified financial planner and a co-founder and co-CEO of virtual firm 2050 Wealth Partners.
Marguerita Cheng, CFP
Marguerita Cheng is a certified financial planner and the CEO of Blue Ocean Global Wealth in Gaithersburg, Maryland.
Preston D. Cherry, CFP
Preston D. Cherry, PhD, is a certified financial planner, founder and president of Concurrent Financial Planning in Green Bay, Wisconsin.
Cathy Curtis, CFP
Cathy Curtis is a certified financial planner and the founder and owner of Curtis Financial Planning in Oakland, California.
Sophia Bera Daigle, CFP
Sophia Bera Daigle is a certified financial planner and the founder of virtual firm Gen Y Planning.
Rianka R. Dorsainvil, CFP
Rianka R. Dorsainvil is a certified financial planner and a co-founder and co-CEO of virtual firm 2050 Wealth Partners.
Blair duQuesnay, CFA, CFP
Blair duQuesnay is a chartered financial analyst and certified financial planner, and an investment advisor at Ritholtz Wealth Management.
Kamila Elliott, CFP
Kamila Elliott is a certified financial planner and the co-founder and CEO of Collective Wealth Partners in Atlanta.
Stacy Francis, CFP
Stacy Francis is a certified financial planner and the president and CEO of Francis Financial in New York City.
Barry Glassman, CFP
Barry Glassman is a certified financial planner and the founder and president of Glassman Wealth Services in Vienna, Virginia.
Ted Jenkin, CFP
Ted Jenkin is a certified financial planner and the CEO and founder of oXYGen Financial in Atlanta.
Ivory Johnson, CFP
Ivory Johnson is a certified financial planner and the founder of Delancey Wealth Management in Washington, D.C.
Bradley T. Klontz, Psy.D., CFP
Bradley T. Klontz, a psychologist and certified financial planner, is a managing principal of YMW Advisors in Boulder, Colorado.
Tim Maurer, CFP
Tim Maurer is a certified financial planner and the chief advisory officer at SignatureFD, which has offices in Atlanta and Charlotte, North Carolina.
Carolyn McClanahan, M.D., CFP
Carolyn McClanahan, a physician and certified financial planner, is the founder of Life Planning Partners in Jacksonville, Florida.
Winnie Sun
Winnie Sun is the co-founder and managing director of Sun Group Wealth Partners in Irvine, California.