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avatar for Gordon Achtermann

Gordon Achtermann

Your Best Path Financial Planning
Principal
TB

Tom Belding

Belding Financial Planning
Financial Advisor
RB

Ryan Bertrand

Transamerica
VP Managing Director, Advanced Markets
avatar for Ben Birken

Ben Birken

Holistiplan
VP, Customer Success and Engagement
avatar for Jim Blankenship

Jim Blankenship

Blankenship Financial
President
avatar for Susan Bradley

Susan Bradley

Sudden Money Institute
Founder
GC

Guillermo Cano

MSCI Inc.
Executive Director
MC

Melinda Caughill

avatar for Chuck Clifton

Chuck Clifton

Sycamore Financial Planning
Sr. Financial Planner & Founder
SD

Shaun Davies

University of Colorado, Boulder
Associate Professor of Finance
LD

Lee Delahoussaye

Mindtap Digital
CEO
ND

Nancy Dienes

Arrivity Financial Planning
Principal / Financial Planner
avatar for Christina Empedocles, CFP®

Christina Empedocles, CFP®

Insight Personal Finance
Advisor
avatar for Maria Erickson

Maria Erickson

Freedom Financial & Business Planning LLC
avatar for Christina Ferrer

Christina Ferrer

Be Your Best Financial, LLC
EF

Eileen Freiburger

Garrett Planning Network
Managing Director
SG

Sheryl Garrett

Garrett Founder
avatar for Bob Gertie

Bob Gertie

Advisor Insurance Resource
CEO
avatar for Debbie Gertie

Debbie Gertie

Advisor Insurance Resource
BG

Brian Gordon

Gordon Associates Long Term Care Planning
President
avatar for Sterling Gray

Sterling Gray

Keener Financial Planning
Financial Planner
JH

Joel Hefner

DFA
avatar for Margit Henderson

Margit Henderson

Resiliency Resources
Speaker
NH

Nate Hoskin

avatar for Marcus James

Marcus James

Schwab Charitable
Sr. Manager, Business Development
avatar for Tracy St John

Tracy St John

Financial Avenues
Principal
NJ

Nathan Johnson

Mutual of Omaha Reverse
Reverse Mortgage Advisor
avatar for Jean Keener

Jean Keener

Keener Financial Planning
President
MK

Mike Kelly

Kelly Financial Planning
Principal
avatar for Abby Kovach

Abby Kovach

Abby Kovach Financial Planning, LLC
Principal
CL

Chuck Levin

Levin Financial Planning
Principal
avatar for Sean Link

Sean Link

The LRM Group
avatar for Al Lorenzi

Al Lorenzi

The LRM Group
avatar for Jim Ludwick

Jim Ludwick

Procrastination Junction LLC
Advisor Coach
avatar for Mary Macdonald

Mary Macdonald

Personal Path Financial Planning
Founder
avatar for Carolyn Moor

Carolyn Moor

Modern Widows Club
Founder and President
BM

Bob Morrison

RP

Ross Pastman

BlackRock
Fixed Income Strategist
TP

Tanvi Pradhan

BlackRock
Director
BR

Bryn Ramjoue

my529
JR

Jeff Rattiner

avatar for Chris Remedios

Chris Remedios

Remedios Financial Planning
Principal
avatar for Carol Lee Roberts

Carol Lee Roberts

Institute for Divorce Financial Analysts
President
avatar for Allan Roth

Allan Roth

Wealth Logic
Principal
avatar for Laine Schoneberger

Laine Schoneberger

Yrefy LLC
Chief Investment Officer and Managing Partner
avatar for Jerry Skapyak

Jerry Skapyak

LLIS
Advisor Services: Annuity & Term Life Specialist
avatar for Patrick Spencer

Patrick Spencer

Moneytree Software
Managing Director
DS

David Sterman

Huguenot Financial Planning
President
JT

Jeromey Thornton

Avantis Investors
CT

Chris Tidmore

Vanguard
avatar for Leslie Trowbridge

Leslie Trowbridge

Family First Financial Planning
President
avatar for Jacob Wagner

Jacob Wagner

4FP Agency
Principal and Founder
avatar for Lisa Weil

Lisa Weil

Clarity Northwest Wealth Management, LLC
Principal
RW

Ruth Weirich

aha! Process, Inc
Consultant
EW

Elizabeth Weston

Personal Finance Columnist
SW

Scott Witt

Witt Actuarial Services, LLC
Fee-Only Insurance Advisor