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Christine Roberts
Christine Roberts

Head of Student Lending
Citizens Bank
http://citizensbank.com

Christine Roberts is the Head of Student Lending at Citizens Bank. A 27-year veteran of the finance services industry, Roberts oversees Citizens Student Lending, which helps students pay for college by offering the most borrowing options of any lender, including refinancing of both private and federal student loans. Roberts has held several leadership roles at Citizens Bank, in areas including sales, branch planning and operations and product management. Previously, Roberts served as the vice president of Marketing at Northeast Bank and held several marketing and product management positions with Fidelity Investments and Fleet Bank. Roberts earned her BS from Bentley University and her MS in Integrated Marketing Communications from Northwestern University.

Episode: 6/5/2018 @5:00 PM


David Lewis
David Lewis

Founder/Principal; NAPFA-Registered Financial Advisor
Resource Advisory Services
https://www.resourceadv.com/

David founded Resources Advisory Services in 1985 to offer fiduciary, fee-only financial planning for families, based on NAPFA standards. Over the decades, he has watched clients improve their lives as financial planning evolved into a profession, moving ever closer to the clients’ best interest standards he set for himself. He finds great joy in seeing clients realize peace of mind and developing other financial planners. Though mostly in a management role at Resource Advisory Services, David still enjoys working one-on-one with clients and sitting in on meetings when his experience and perspectives add meaningful insight. It’s the personal relationships built with clients that bring him the greatest satisfaction. Make no mistake, David cares a great deal for his team, both personally and professionally, always doing his best to improve and provide for the team. As RAS develops and grows with great talent, David takes pride in the future he sees for our team.

When he’s not (Show Full Bio)in the office, David loves travel as a serious amateur photographer. He explores on road trips with his wife and son – and now grandkids – to national parks around the country. It is not unusual for someone to mention a remote town and hear David say, “I’ve been there,” followed by his impressions. Give him a little time and he will find his pictures that qualify as art. He sees and captures things many people walk right by without noticing.

David has a Bachelor of Science in Finance and MBA from University of Tennessee and has sat on a number of non-profit boards of directors, including NAPFA (National and South Region), NAPFA Treasurer, NAPFA Audit Committee, NAPFA Consumer Education Foundation Board of Trustees, WUOT Board (local NPR), Foothills Land Conservancy (President of the Board), Concord United Methodist Church Finance Committee Chair, and Advisor to Holston Conference of the United Methodist Church Foundation.

Twitter - @ResourceAdv |@BryanHankla | @jdavidlewismba

Episode: 6/5/2018 @6:30 PM


Scott Witt
Scott Witt

Founder
Witt Actuarial Services and Fee-Only Insurance Advisor

Scott Witt believes there are few places consumers can turn to for unbiased advice in today's commission-dominated life insurance industry. With that conviction, Scott left the security of an advancing career at Northwestern Mutual in 2004 to work for one of the country's first fee-only insurance advisory firms. Early in 2007, he founded Witt Actuarial Services.

As a fee-only insurance advisor, Scott receives no commissions or incentives. He receives no form of compensation other than the hourly fees paid by his clients. As an actuary, he is an objective insurance expert and serves in a true fiduciary capacity for his clients, providing independent, unbiased advice, while also typically saving his clients a large multiple of their advisory fees.

Scott is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and is a Financial Services Affiliate member of the National Association of Personal Financial Advisors, the leading membership organiza(Show Full Bio)tion for fee-only financial advisors.

He is a frequent speaker and serves as an expert witness in insurance litigation. Before founding Witt Actuarial Services, Scott was a fee-only insurance and actuarial advisor for the nationally recognized firm of Katt & Company. He started his career at Northwestern Mutual in Milwaukee, Wisconsin, where he worked in various actuarial roles for more than ten years. Areas of expertise and responsibility included life insurance pricing, risk management, valuation, mortality studies, and marketing.

Scott was born and raised in Montana and attended Montana Tech, graduating with a dual major in Mathematics and Computer Science in 1993. He attended graduate school at Oregon State University, obtaining a Master's degree in Statistics in 1994.

Scott is an avid sports fan and participant. He earned a college basketball scholarship and still holds the all-time career scoring record at his alma mater. Currently, he is the girls' varsity basketball coach at one of the premier programs in Wisconsin and runs a non-profit organization devoted to youth basketball. Scott and his wife Christi reside with their children, Tanner and Kendall, in New Berlin, Wisconsin.

Episodes: 5/15/2018 @5:00 PM, 8/1/2017 @5:00 PM, 4/14/2015 @5:00 PM


Grant Moore
Grant Moore

Financial Advisor
Savant Capital Management

Grant is a financial advisor at Savant Capital Management in Rockford, IL, office and a member of the Advisory Team and has been involved in the financial services industry since 2006. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Grant routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.

Prior to becoming a financial advisor, Grant worked in Savant’s financial planning department where he produced investment analysis, prepared client financial plans, and coordinated plan implementation. He also specialized in retirement projections.

Grant is a cum laude graduate of Marquette University with a bachelor of science degree in finance/economics and an MBA. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Investment Fiduciary® (AIF®), and a Chartere(Show Full Bio)d Retirement Plans SpecialistSM (CRPS®).

Grant serves on the board of directors for Remedies, a local domestic violence and substance abuse facility, and Kantorei, the Singing Boys of Rockford, where he is also the treasurer. In 2013, he graduated from the Chamber of Commerce’s 58th Class of Leadership Rockford (formerly known as CAP), a program designed to help emerging leaders grow in the Rockford community. He previously served as a volunteer in the RAISE Program of the Junior League of Rockford, mentoring high school students aspiring to attend college. He is routinely interviewed by local television stations and has been quoted in national publications.

Grant and his wife, Erin, have one son (Landon). He enjoys traveling, playing golf and tennis, and spending time with his family. Grant joined Team Savant in June 2006.

Episodes: 5/15/2018 @5:30 PM, 8/1/2017 @6:30 PM, 5/30/2017 @6:30 PM, 8/23/2016 @6:30 PM, 4/28/2015 @5:00 PM


Katie Brewer CFP
Katie Brewer CFP

President
Your Richest Life
http://yourrichestlifeplanning.com/about/

Katie Brewer, CFP® started Your Richest Life (in Dallas, TX) because she believes that every professional should have access to a financial coach. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them.
Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.
Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.

Episodes: 5/15/2018 @6:30 PM, 8/22/2017 @6:30 PM, 5/31/2016 @5:00 PM, 12/1/2015 @5:00 PM


Paul Winter
Paul Winter

Founder
Five Seasons Financial Planning

In 2004 Paul established Five Seasons Financial Planning, a registered investment advisory firm in the state of Utah, to offer his investment expertise to clients and to provide them with professional, Fee-Only financial planning and investment management services. Paul is a CFA charterholder and a CERTIFIED FINANCIAL PLANNERTM practitioner, and has two business degrees that also aid him in serving clients.  He graduated from Columbia University in New York City with an MBA, where his majors were Money and Financial Markets and Finance. While attending Columbia University, an Ivy League institution whose finance program is perennially ranked in the top 3 in the country, Paul was named a Dean’s Scholar and was granted membership in the Beta Gamma Sigma honor society.  He also graduated with Great Distinction and received a Bachelor of Commerce degree from McGill University in Montreal, where he majored in Accounting and Management Information Systems.    
An avid skier for 35 years,(Show Full Bio) Paul plays squash regularly to stay fit and has become hooked on fly-fishing.  He can also be seen hiking the Wasatch and Uinta mountains with his wife Beth, daughter Ashley, and their bagel hound, Danica.

Episodes: 5/8/2018 @6:30 PM, 9/6/2016 @6:30 PM


Andrew Rosenberg
Andrew Rosenberg

Owner
Law Office of Andrew G. Rosenberg, Esq.
http://www.doyouneedalawyer.net/about-me-

My name is Andrew G. Rosenberg, and I am a licensed attorney in good standing with the Florida Bar practicing for over 20 years. Over the years, I have enjoyed representing many clients, and continue to be driven by the passion to fight insurance companies in order to protect my client’s legal rights, and to achieve justice on their behalf.

I pride myself on making sure that the clients always have face-to-face contact with me as the attorney. Additionally, all of my clients have access to my cell number in order to make sure that I am available 24 hours a day, 7 days a week. My goal is to make sure the client feels as comfortable as possible and understands this complicated legal process.

In 1990, I completed my Bachelor of Science in Finance at Indiana University in Bloomington, Indiana. In 1994, I became licensed to practice law by the Supreme Court for the State of Florida, with my Juris Doctorate degree from Stetson University College of Law.

Episode: 5/8/2018 @5:00 PM


Rob Schmansky
Rob Schmansky

Founder
Clear Financial Advisors
https://www.clear.financial/prospective-clients

Robert Schmansky, CFP® has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns, beginning his career managing the portfolios and tax plans of senior corporate executives. He subsequently worked as an investment advisor for one of the nation's largest independent investment management firms before founding Clear Financial Advisors.

Rob is frequently quoted in the media, including the Wall Street Journal, Forbes, CNBC, ABC News, SmartMoney, CNN Money, Reuters, Detroit Free Press, Chicago Tribune, Dow Jones Newswires, MarketWatch, National Public Radio, and other publications.

Rob earned a B.S. in human ecology with family resource management specialization and an M.A. in economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, an Enrolled Agent (EA), and is a licensed Life Insurance Counselor in the State of Michigan.

Rob has been an adjunct instructor of global economics and the required(Show Full Bio) courses for candidates to sit for the CFP® examination. He has contributed to the retirement planning knowledge requirements for those seeking international CFP® certification under the Financial Planning Standards Board. In 2015 he was chosen by InvestmentNews as a top national talent in the financial advice industry.

Rob has been a contributing writer to US News & World Report The Smarter Investor Blog, NAPFA's Fee-Only Planner Blog at Forbes and FPA's All Things Financial Planning Blog, as well as other publications; an investment expert for FiLife, a former Dow Jones/IAC joint Internet venture; and a Featured Contributor for Yahoo! Finance.

In addition to being your fiercely independent fiduciary™, in his free time Rob enjoys coaching youth lacrosse, jogging, and reading history and biographies.

Episode: 5/8/2018 @5:30 PM


Christopher Van Slyke
Christopher Van Slyke

Partner, Founder
WorthPointe
http://worthpointeinvest.com/our-team-fee-only-financial-planners/certified-financial-planners-austin-tx/christopher-van-slyke-cfp/

Christopher P. Van Slyke has been active in the financial communities of San Diego, California & Austin, Texas since 1992, when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, he has been an independent wealth manager and entrepreneur. He is a past member of the board of directors of The Financial Planning Association (FPA) of Austin, San Diego and Los Angeles, as well as the western region board of directors for the National Association of Personal Financial Advisors, and he currently serves as an incoming board member for the Austin Financial Planning Association.
A CERTIFIED FINANCIAL PLANNER™ professional, Christopher also holds a BA in finance from the University of Texas at Austin and an MBA from the University of Southern California.
Christopher has been quoted or published in The Wall Street Journal, San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth(Show Full Bio) and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, Del Mar Times, Money Magazine, and MorningstarAdvisor.com.
An avid golfer, Christopher enjoys playing at Morgan Run in Rancho Santa Fe and Barton Creek Club in Austin. He also enjoys dancing with his wife, a professional ballroom dancer, and attending college football games.

Episodes: 5/1/2018 @5:00 PM, 5/2/2017 @5:30 PM, 3/29/2016 @5:00 PM, 8/25/2015 @5:00 PM


Ara Oghoorian CFA, CFP, CPA
Ara Oghoorian CFA, CFP, CPA

President & Founder
ACap Asset Management
http://www.acapam.com/

Ara founded ACap Asset Management in 2009 and has over 26 years of experience in the financial services industry. He began his career at Wells Fargo Bank in Huntington Beach when he was only 18 years old. During his nine years at the Federal Reserve Bank of San Francisco, Ara traveled extensively examining domestic and foreign banks as well as bank holding companies. In his two years contracting with the U.S. Department of the Treasury as an advisor to the Ministry of Finance and Economy in the Republic of Armenia, Ara simultaneously conducted work in the Republic of Georgia and the Republic of Latvia creating audit systems and procedures. It has always been his dream to start a business, so after a time at a Washington DC area wealth management firm, Ara moved back to Los Angeles to start ACap Asset Management, now considered a premier wealth management and accountancy firm.

Twitter - @acapam

Episodes: 5/1/2018 @5:20 PM, 3/20/2018 @5:30 PM, 1/16/2018 @5:30 PM, 7/11/2017 @5:30 PM, 2/28/2017 @6:30 PM, 12/27/2016 @5:30 PM, 11/8/2016 @5:30 PM, 5/24/2016 @5:00 PM, 2/9/2016 @5:00 PM, 9/15/2015 @5:00 PM, 10/21/2014 @5:00 PM


Deborah Meyer
Deborah Meyer

CEO
WorthyNest LLC
https://www.worthynest.com

Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor based in Missouri. As the owner of WorthyNest®, Deb helps conscientious parents nationally navigate the financial complexities of their lives and build wealth. Deb is a regular contributor to Kiplinger and a proud member of the AICPA, NAPFA, XY Planning Network, and Fee-Only Network.

Deb graduated summa cum laude from Saint Louis University and began her career in public accounting at big 4 firm Deloitte. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb provided investment management, wealth planning, and family leadership services to affluent families for seven years at Matter Family Office.

Deb will be releasing an online course in 2018 on college saving strategies and is in the process of writing her first book. Outside of the office, you may find her reading, singing, or spending quality time with her husband and three y(Show Full Bio)oung sons.

Twitter - @worthynest1

Episode: 5/1/2018 @6:20 PM


Eric Roberge
Eric Roberge

Founder
Beyond Your Hammock
http://beyondyourhammock.com/

Eric Roberge is the founder of Beyond Your Hammock based in Boston, MA. Eric helps motivated professionals connect with their values to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), he’s on a mission to transform the financial planning industry. Through personalized financial coaching and investment guidance, he helps you organize your finances, set goals that matter to you, save and invest for your future, and take action in your career.

After working in the financial services industry for 12 years at State Street Bank, J.P. Morgan, and several independent financial planning firms, Eric founded Beyond Your Hammock to help successful professionals in their 30s and 40s navigate the personal finance landscape.

Eric was named one of The Top CFP Holders Under 36 by Wealth Management Magazine in 2016. He provides financial education through both his business and by writing for publications like Money, (Show Full Bio)Forbes, USA Today, ABC News, CNBC, Entrepreneur Magazine, The Wall Street Journal, and more.

Eric is on the Board of Directors of the Massachusetts Financial Planning Association as the NexGen Director and frequently speaks at industry events and conferences. He earned anundergraduate degree in finance and entrepreneurship from Babson College and teaches entrepreneurship and financial literacy workshops to middle, high school, and college students in his free time.

Episodes: 4/24/2018 @5:30 PM, 5/16/2017 @5:30 PM, 3/22/2016 @5:00 PM


Steven Vernon
Steven Vernon

President; Research Scholar
Rest-of-Life Communications; Stanford Center on Longevity
http://www.restoflife.com

Steve is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. In both roles, he is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 35 years, he has helped Fortune 1000 employers design, manage and communicate their retirement programs.

Steve retired as a Vice President from Watson Wyatt in 2006, after a 25-year career, and consulted to Mercer from 2010 to 2012. He currently serves as a member of the Institutional Retirement Income Council (IRIC). He is a Fellow in the Society of Actuaries, and a Member of the American Academy of Actuaries. He graduated Summa Cum Laude from the University of California, Irvine, with a double major in mathematics and social science.

Twitter - @SteveVernon1

Episode: 4/24/2018 @5:00 PM


Drew Tignanelli
Drew Tignanelli

President
Financial Consulate
http://www.financialconsulate.com

Drew is the President of the Financial Consulate, and the originator of theFinancial Physical®, the Retirement Financial Physical® and Triune® Planning Services. Drew is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a member of the National Association of Personal Financial Advisors (NAPFA) and a graduate of Towson University. As an advocate for individuals and their financial needs, Drew has developed a passion for educating the public about financial services, serving as an instructor through seminars to local businesses and municipalities via the Community College of Baltimore County. Drew is the host of Money, Riches & Wealth, a financial talk show airing live every Wednesday from 6:00-7:00pm on 680 WCBM Talk Radio in Baltimore, Maryland. Drew’s advocacy for his clients helped him develop the firm’s mission, “To help our clients lessen the worry and burden of money management so they have more time to spend building relationships.” Drew(Show Full Bio) is the architect of Risk/Opportunity, the investment methodology used by the Financial Consulate, and is integrally involved with the Chief Investment Officer. Drew is also actively involved in the Financial Physical®, the Retirement Financial Physical® and Business Owner Financial Physical® services, as well as the Estate Relationship Manager service, new and existing client relations, client tax planning and firm media relations. Drew lives in Reisterstown, Maryland with his wife, Beverly. When he is not spending time with his two step-children and six grandchildren, Drew can be found golfing, fishing, cooking or gardening.

Twitter - @thefincon

Episode: 4/24/2018 @6:30 PM


Linda Rogers
Linda Rogers

Founder
Planning Within Reach
http://planningwithinreach.com/

Linda Rogers is the founder of Planning Within Reach, LLC. PWR is a virtual planning firm (their planners are physically located in San Diego, Ca & Memphis, TN). Linda started Planning Within Reach to provide practical financial advice to working professionals and families with children. She noticed that older folks seek professional guidance on how to best manage their money. However, new parents and young families often navigate important financial decisions on their own.

She’s a CERTIFIED FINANCIAL PLANNERTM Professional. She earned her Master’s Degree in Financial and Tax Planning at San Diego State University and her Bachelor’s Degree in Economics at Villanova University. She has over 11 years’ experience in the financial services industry.

Episodes: 4/17/2018 @5:30 PM, 3/6/2018 @5:30 PM, 10/31/2017 @5:30 PM, 8/15/2017 @5:30 PM


Patrick Rush
Patrick Rush

CEO and CFP
Triad Financial Advisors (TFA)
http://www.triadfa.com

Patrick Rush has been providing financial planning and investment advice since 1998. He is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. Prior to merging with TFA in 2012, Patrick was the President of Independent Wealth Management. He also served individuals and families as a Vice President and Senior Financial Advisor at Merrill Lynch in Greensboro.

Patrick believes that finding qualified, independent and conflict-free financial advice should not be difficult for investors. In addition, he believes investors do not need to predict the future in order to be successful at investing. He is proud that TFA is a fee-only firm with a commitment and legal responsibility to act as a full-time fiduciary for their clients. Patrick is passionate about raising the level of financial education in the community and thus authored Retirement 101 in 2011. He has been instructing the course to adults at various colleges and universities across North Carolina as an adj(Show Full Bio)unct instructor since 2007.

Patrick resides in Greensboro, NC with his wife, Dr. Christina Rush, their daughter Havana, and twin boys, Walker and Quincy.

Education
• Illinois Institute of Technology
o MBA - Finance
o B.S. - Financial Markets & Trading
• CERTIFIED FINANCIAL PLANNER™ practitioner
• Chartered Life Underwriter®

Episodes: 4/17/2018 @6:30 PM, 3/6/2018 @6:30 PM


Eric Cole
Eric Cole

Former Technical Director for the CIA; Author of "Online Danger: How to Protect Yourself and Your Loved Ones From the Evil Side of the Internet"
http://onlinedanger.com/

Eric Cole, PhD, is an industry-recognized security expert with over 20 years of hands-on experience in consulting, training, and public speaking. As the founder and CEO of Secure Anchor Consulting, Dr. Cole focuses on helping customers prevent security breaches, detect network intrusions, and respond to advanced threats. In addition, he is a sought-after expert witness and a 2014 inductee to the InfoSecurity Hall of Fame.

Dr. Eric Cole is the author of several books, including Advanced Persistent Threat: Understanding the Danger and How to Protect Your Organization; Hackers Beware: The Ultimate Guide to Network Security; Insider Threat: Protecting the Enterprise from Sabotage, Spying, and Theft; and Hiding in Plain Sight. With over 20 patent applications, Dr. Cole is on the cutting edge of cyber security research and development.

Prior to founding Secure Anchor, Dr. Cole was dean of faculty and a leading instructor and course developer at SANS Institute, where he remains (Show Full Bio)a faculty fellow. His career has spanned industry and government roles including CTO at McAfee, Chief Scientist for Lockheed Martin, and member of the Commission on Cyber Security for the 44th President, Barack Obama.

Dr. Eric Cole obtained his doctorate from Pace University, with a concentration in information security, and earned both an MS and BS in computer science from New York Institute of Technology.

Book - https://www.amazon.com/dp/B078WK39TT/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1

Episodes: 4/17/2018 @5:00 PM, 3/6/2018 @5:00 PM


Michael Joyce CFA, CFP
Michael Joyce CFA, CFP

Founder and President
JoycePayne Partners
http://www.joycepaynepartners.com/

Founder and President, Michael is responsible for overall investment strategy, management of investment portfolios and for financial counseling services. They have two locations; one in Bethlehem, PA and one Richmond, VA. Mr. Joyce is the recipient of a Bachelor of Science degree in Finance from the Pennsylvania State University and a Master of Business Administration degree from Drexel University. He is a Chartered Financial Analyst and a Certified Financial Planner. Mr. Joyce has over 30 years of experience in the financial industry and was named as one of the Top 100 wealth advisors in the US by Worth Magazine seven times. He was named as one of the 150 best financial advisors for doctors by Medical Economics and was recently listed as one of the top 100 independent financial advisors by Barron’s. Mr. Joyce is former Chairman of the Board of the National Association of Personal Financial Advisors and former Chairman of the NAPFA Consumer Education Foundation. He continues to serv(Show Full Bio)e on the Board of Directors on the NAPFA Consumer Education Foundation and is the Vice-Chairman Board of Directors of the Virginia Small Business Financing Authority and is Treasurer of the Benedictine Education Foundation.

Episodes: 4/10/2018 @6:00 PM, 5/9/2017 @5:30 PM, 11/15/2016 @6:30 PM, 5/17/2016 @5:00 PM, 1/6/2015 @5:00 PM


Brendon DeSimone
Brendon DeSimone

Real Estate Expert; Author of "Next Generation Real Estate: New Rules for Smarter Home Buying & Faster Selling"
Top Zillow Blogger
http://brendondesimone.com

Real Estate Expert Brendon DeSimone has more than a decade of varied residential real estate experience across the US. His practical advice is featured in his new book Next Generation Real Estate: New Rules for Smarter Home Buying & Faster Selling, as well as in his weekly syndicated column on Zillow, seen by 70 million visitors per month.

Brendon is licensed to sell real estate in two states and owns property in the US and abroad. He brings a fresh, helpful and consumer-focused approach to buyers and sellers of real estate in any market.

Brendon’s advice is also syndicated to 250 daily newspapers and many high-traffic media sites, including Forbes, Yahoo! Homes, AOL and Fox Business, and his professional, approachable, can-do style has also landed him interview spots as a national real estate expert on Good Morning America, HGTV, FOX News, Bloomberg and FOX Business.

Twitter - @brendondesimone
Book - https://www.amazon.com/dp/B00HZ4DZ2E/ref=dp-kindle-redirect?_(Show Full Bio)encoding=UTF8&btkr=1

Episodes: 4/10/2018 @5:00 PM, 5/10/2016 @5:00 PM


Tom Meyer AIF
Tom Meyer AIF

Chief Executive Officer
Meyer Capital Group
http://www.meyercg.com/team/thomas-meyer

Thomas C. Meyer is the Chief Executive Officer for Meyer Capital Group, a fee-only investment management and financial planning firm dedicated to helping their clients build wealth through a consistent, disciplined investment process. Tom learned from his grandfather who founded the firm in 1963. He was a fee-only fiduciary more than fifty years ago, truly a pioneer.

Tom Meyer joined the firm in 1982 and began his career constructing investment portfolios and managing client assets. By 1987, Tom took over the firm and while continuing to focus on providing clients with outstanding customer service, he began preparing the company for change. Tom also had the foresight to see the potential growth of alternative investment strategies in the Investment Company Act of 1940 structure and how this could provide significant benefits to individual investors while reducing investment risk. For his efforts, Financial Advisor Magazine featured Tom as their cover story for liquid, transparen(Show Full Bio)t alternative mutual funds. Tom also saw the benefits of adding passive investments (ETF’s) along with active managers to lower costs and provide more tax efficiencies to clients portfolios.

Tom has worked in financial services for 35 years specializing in portfolio management. Passionate when it comes to helping people solve their financial problems, Tom’s expertise includes his Accredited Investment Fiduciary (AIF®) designation and FINRA SERIES 66, not to mention a host of industry awards and accolades. Tom has achieved the “5 Star Advisor” rating with the Paladin Registry. He has also received the coveted Dalbar award. This prestigious seal is the voice of our existing clients and is awarded to financial professionals who have exceeded national benchmarks in the areas of trust, client satisfaction, quality of advice and financial results. Tom has been voted to the Barron’s “Top 100 Independent Advisors” list, Financial Times “FT 300 Top Registered Investment Advisors” and was recently ranked in the “Barron’s America’s Top 1200 Advisors” survey of over 4000 advisors. NABCAP voted Tom a “Premier Advisor” and awarded him the “Customer Service Star” in the Philadelphia Business Journal and he was named a “Five Star Professional” in Philadelphia Magazine.

Tom has served on the board of directors for the Ronald McDonald House of Southern New Jersey, the South Jersey Chapter of Spina Bifida, Charles Schwab Advisor Network and on "The Dividend Growth Fund", formally a publicly traded mutual fund. Always active in his community, Tom devoted over 13 years coaching the Medford NJ youth football, lacrosse, and baseball teams.

Tom is an avid sports fan who enjoys playing golf and loves working out at the gym. Business is his favorite topic, but Tom is also interested in politics and history. When away from work, Tom enjoys spending time at the beach with his wife and two sons.

Episode: 4/10/2018 @5:30 PM


Paul Hynes
Paul Hynes

CFP, President and CEO
HearthStone

For his entire life, Paul has never been satisfied with “good enough.” It’s an affliction that keeps him on a constant search for “better” with the intention to only settle for “best.” This is why, after 22 years at a large Wall Street investment firm, Paul left to form HearthStone | Private Wealth Management in 2006. He’s never looked back.

HearthStone | Private Wealth Management is an integrated investment advisory and financial planning firm in San Diego, CA.

Paul graduated from the University of Virginia with a BA in psychology. He has also completed the professional education program for the Certified Financial Planner requirements at the College for Financial Planning.

Paul and his wife of 33 years, Joan, have two grown children and live in Carmel Valley community of San Diego.

Paul has a passion for educating and empowering people to make informed decisions in all aspects of life, not just financial ones. Together with several other committed prof(Show Full Bio)essionals, he has formed an alliance to end financial elder abuse. The group believes that no human being in San Diego County should ever have to suffer from financial elder abuse again.

Episodes: 4/3/2018 @5:30 PM, 1/9/2018 @6:30 PM, 8/22/2017 @5:30 PM, 3/28/2017 @6:30 PM, 8/30/2016 @6:30 PM, 9/1/2015 @5:00 PM, 2/24/2015 @5:00 PM


Philip Reed
Philip Reed

Automotive Writer
NerdWallet.com
http://NerdWallet.com

Philip Reed is the automotive writer for San Francisco-based NerdWallet.com, a financial information website. Previously, Phil worked for automotive site Edmunds.com where he made frequent national radio and TV appearances. A former newspaper reporter, Phil has written 10 fiction and non-fiction books.

Phil’s first published books were ghostwritten by a car salesman from Southern California. Used Cars -- How To Buy One and Lease Cars -- How To Get One. Phil was hired by Edmunds.com in 2000 to work as an undercover car salesman as part of an investigative series to better understand the automotive sales process. The result was the internet article "Confessions of a Car Salesman" which had hundreds of thousands of page views each month. Phil went undercover again, wearing a hidden camera for a special segment of "Good Morning America" in which he negotiated to buy a Honda Odyssey. A believer in real-world experience Phil based his car buying advice on actual purchases for the Edm(Show Full Bio)unds.com long-term vehicle test fleet. This dual role (salesman and car buyer) gave him unique insight into the troubled relationship between the car salesperson and the American Consumer. In 2016 Phil joined NerdWallet and continues to write advice about buying, selling, financing and repairing cars. To further help consumers he has created several car buying calculators and tools.

Phil's other published books include the autobiography Candidly, Allen Funt, the sports instructional books Free Throw, and the biography In Search of the Greatest Golf Swing. He also wrote two thrillers about the car business, Bird Dog (nominated for the Edgar Award and optioned by Hollywood eight times) and Low Rider. The Marquis de Fraud is set in the world of thoroughbred horse racing while his latest novel, Off and Running, is about the kidnapping of a TV legend. His latest book appeared recently under the title, Wild Cards: A Year Counting Cards with a Professional Blackjack Player, a Priest, and a $30,000 Bankroll.

Phil lives in Long Beach, California, with his wife and, after owning two electric cars, now drives a 1997 BMW 328i with a 5-speed manual and the sports package.

Twitter - @AutoReed

Episodes: 4/3/2018 @5:00 PM, 3/27/2018 @5:00 PM


David Frisch
David Frisch

President
Frisch Financial Group, Inc.
http://www.frischfinancial.com

David Andrew Frisch is a Fee-Only Financial Planner and is a NAPFA-Registered Financial Advisor.

Mr. Frisch is the President of Frisch Financial Group, Inc. Frisch Financial is a comprehensive investment management and financial planning firm with locations in New York City, Melville, NY, White Plains, NY and Tampa, FL. The firm’s clientele spans across the country. Frisch Financial is ranked as one of the top 10 advisory firms in New York by AdvisoryHQ from 2016-2018 and has received The Women’s Choice Award® six years in a row (2013 - 2018).

David Frisch was educated at the State University of New York at Binghamton and the College for Financial Planning and holds a B.S. degree in Accounting.

Mr. Frisch is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (Personal Financial Planning Committee), and a member of the (Show Full Bio)Financial Planning Association – New York Chapter.

Mr. Frisch specializes in investment management and portfolio allocation strategies, as well as financial planning, divorce planning, stock option planning, executive compensation strategies, and cash flow management. David has made several television appearances and has been frequently quoted in articles and lectures on investment philosophies and financial planning issues. He was an adjunct professor at New York University’s School of Continuing Education for investment management and individual income tax planning courses. David’s professional career began at Arthur Andersen & Co., Inc. in the Personal Financial Planning Practice in the New York City office. David founded Frisch Financial Group Inc. in June 1999.

Episode: 4/3/2018 @6:20 PM


Philip Reed
Philip Reed

Automotive Writer
NerdWallet.com
http://NerdWallet.com

Philip Reed is the automotive writer for San Francisco-based NerdWallet.com, a financial information website. Previously, Phil worked for automotive site Edmunds.com where he made frequent national radio and TV appearances. A former newspaper reporter, Phil has written 10 fiction and non-fiction books.

Phil’s first published books were ghostwritten by a car salesman from Southern California. Used Cars -- How To Buy One and Lease Cars -- How To Get One. Phil was hired by Edmunds.com in 2000 to work as an undercover car salesman as part of an investigative series to better understand the automotive sales process. The result was the internet article "Confessions of a Car Salesman" which had hundreds of thousands of page views each month. Phil went undercover again, wearing a hidden camera for a special segment of "Good Morning America" in which he negotiated to buy a Honda Odyssey. A believer in real-world experience Phil based his car buying advice on actual purchases for the Edm(Show Full Bio)unds.com long-term vehicle test fleet. This dual role (salesman and car buyer) gave him unique insight into the troubled relationship between the car salesperson and the American Consumer. In 2016 Phil joined NerdWallet and continues to write advice about buying, selling, financing and repairing cars. To further help consumers he has created several car buying calculators and tools.

Phil's other published books include the autobiography Candidly, Allen Funt, the sports instructional books Free Throw, and the biography In Search of the Greatest Golf Swing. He also wrote two thrillers about the car business, Bird Dog (nominated for the Edgar Award and optioned by Hollywood eight times) and Low Rider. The Marquis de Fraud is set in the world of thoroughbred horse racing while his latest novel, Off and Running, is about the kidnapping of a TV legend. His latest book appeared recently under the title, Wild Cards: A Year Counting Cards with a Professional Blackjack Player, a Priest, and a $30,000 Bankroll.

Phil lives in Long Beach, California, with his wife and, after owning two electric cars, now drives a 1997 BMW 328i with a 5-speed manual and the sports package.

Twitter - @AutoReed

Episodes: 4/3/2018 @5:00 PM, 3/27/2018 @5:00 PM


Bobbie Munroe
Bobbie Munroe

President, Lead Financial Planner
Supporting Your Choices Inc
http://www.supportingyourchoices.com

Bobbie graduated from Rice University in Houston, Texas with a BA in History in 1976. Since that time, she has had over 40 years of accounting/financial experience, 26 of which include tax services and consulting. In March 1998, Bobbie completed the Financial Planner Program at Oglethorpe University in Atlanta. She received her CFP® designation in June of 1998. Bobbie is dedicated to providing clients with well-informed, personally tailored advice on a variety of financial issues. She is well known for her “out of the box” thinking.

Bobbie is the President of Supporting Your Choices Inc. (formerly Fraser Financial), a fee-only, financial planning firm in Havana, FL. Her comments have been published in a wide variety of print and online media to include the Wall Street Journal and the New York Times.

Episode: 3/27/2018 @6:30 PM