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ALL EXPERTS

California

Andy Masaki, Debt Management
Brad Pagano, Financial Education
Dave Hutchison, CFA, Investments
David Rae, Retirement Planning
Eric Follestad, Retirement Planning
Eric Rosenberg, Financial Education
Jay Fleischman, Education Planning
Min Zhang, Wealth Management
Paul Vasey, Financial Education
Percy Bolton, Retirement Planning
Sam Renick, Financial Education
Stoyan Panayotov, CFA, Asset Management, Financial Coach, Investments, Retirement Planning, Wealth Management

COLORADO

carrick dan, Credit Management
Deborah Williams, Retirement Planning
Matt Kelly, Budgeting

Florida

Brent Meyer, Retirement Planning
Holly Thomas, Wealth Management
Kathryn Wilkens, Wealth Management
Kyle A. Davis, Retirement Planning

Georgia

Elida Baverman, Real Estate
Russ Thornton, Wealth Management

Illinois

Elliot S. Weissbluth, Retirement Planning

Indiana

Pamela Perkins, Real Estate

Maryland

Steve Zausner, Asset Allocation

Massachusetts

Adam Minsky, Education Planning
Bob Dockendorff, Wealth Management

Minnesota

Corey Purkat, Retirement Planning

Missouri

Heath Burch, Wealth Management

NEVADA

Ryan Inman, Cash Flow Management, Debt Management, Investments

NEW HAMPSHIRE

Leah Esslinger-Sprowl, Education Planning, Financial Education
Michael Solari, Retirement Planning

NEW JERSEY

Ken O'Connor, Education Planning
Mindy Diamond, Financial Education
Sukhtej Singh, Asset Allocation, Investments, Wealth Management

New York

Alaya Linton, Financial Education
Alex Cohen, Investments, Real Estate
Bobbi Rebell, Financial Education
Chanel Rhodes, Insurance
Dan Kadlec, Financial Education
Jennifer Dziura, Financial Education
Jessie Naioti, Retirement Planning
Liran Amrany, Budgeting
Michael F. Kay, Retirement Planning
Michelle Gershfeld, Credit Management, Financial Coach, Financial Education
PaFoua Hang, Financial Coach
Pam Capalad, Financial Education
Peter Neeves, Financial Education
Reggie Beltran, Budgeting, Financial Education
Rochelle Odesser, Asset Management
Tracy Becker, Credit Management, Financial Education
Trice Pruitt, Financial Education

North Carolina

Brett Tushingham, CFP®, Wealth Management
Nick Bradfield, Asset Allocation
Roslyn Lash, AFC®, Financial Education

Ohio

Beth Tallman, Financial Education
Cherilyn Holloway, Cash Flow Management
Dave Bowman, CFP®, Financial Education
Emerald Sparks, Budgeting, Credit Management, Debt Management, Financial Coach, Financial Education
Kurtis Kersey, Asset Allocation, Financial Coach, Retirement Planning, Wealth Management
Zac McCann, Financial Education

Oregon

Joey Running, Financial Education

Pennsylvania

Kerry Pechter, Retirement Planning
Sarah Li Cain, Financial Education
Whitney Harris, Financial Education

South Carolina

Kathryn Hauer, Investments

Texas

Washington

Nicole Coope, Financial Coach, Financial Therapist

Canada

David Reed, Insurance
Richard Proteau, Financial Education