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Person

Bill Hortz

Founder & Dean
Institute for Innovation Development
Palm Harbor, FL
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Person

Bob Chitrathorn

CFO / VP of Wealth Planning
Wealth Planning By Bob Chitrathorn of Simplified Wealth Management
Corona, CA
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Person

Chad Rixse

Director of Financial Planning | Wealth Advisor | Chief Compliance Officer
Forefront
Austin, TX
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Person

Chianté Jones

Founder & Financial Coach
Dollars and Change
Charlotte, NC
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Person

Chris Alman

Founder & Lead Advisor
Equip Financial Partners
Fairhope, AL 36532
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Person

Clay Bethune

Founder and CEO
Fintech Finance Group
Columbia, MO
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Person

Dan DeGolier

Founder & CEO
Ascent CFO Solutions
Boulder, CO
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Person

Dana Miranda

author & financial educator
YOU DON'T NEED A BUDGET (Little, Brown Spark 2024)
Wild Rose, WI 54984
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Person

Daniel Kern

Chief Investment Officer
Nixon Peabody Trust Company
Boston, MA
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