CNBC Digital Financial Advisor Council

Louis Barajas is founder and CEO of Wealth Management LAB, a fee-only boutique firm specializing in entertainers and professional athletes.

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

Lazaretta Rainey Braxton

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

Josh Brown is CEO of Ritholtz Wealth Management, author of "Backstage Wall Street" and financial blog The Reformed Broker, and a CNBC contributor.

Ron Carson headshot

Ron Carson is the founder and CEO of Carson Wealth Management Group and an author.

Cathy Curtis, CNBC Financial Advisory Board

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.

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.

Zaneilia Harris

Zaneilia Harris is president of Harris and Harris Wealth Management, specializing in helping women achieve financial health and well-being.

Ivory Johnson

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

Diahann Lassus

Diahann Lassus is president and chief investment officer of Lassus Wherley, which she co-founded in 1985.

Steve Lockshin

Since retiring as Convergent's CEO, Steve Lockshin serves clients through AdvicePeriod and at Betterment Institutional.

Peter Mallouk

Peter Mallouk is the president and chief investment officer of Creative Planning and affiliated companies.

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.

Geri Pell

Geri Eisenman Pell is CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services.

Jeff Rose is a certified financial planner and founder and CEO of Alliance Wealth Management, an investment advisory firm.

Manisha Thakor

Manisha Thakor, CFA, is director of Wealth Strategies for Women at Buckingham and The BAM Alliance.

About Financial 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 Financial Advisor Council


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Financial Advisors