Most Recommended Dividend Investing Experts

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I've self-managed my own IRAs for 24+ years and managed inherited IRAs for the last 15. After wrestling with the annual RMD process across multiple inherited accounts — scattered custodian forms, three rule changes in four years, and a 25% penalty for mistakes — I founded SimpleRMD, a calculator and tracking tool that makes the ritual take ten minutes instead of half a day. Available to comment on Required Minimum Distribution rules, SECURE Act and SECURE 2.0 changes, inherited-IRA mechanics under Treasury Decision 10001, the 2025 enforcement transition for annual RMDs within the 10-year depletion window, Form 5329 and the 25% excise tax for missed RMDs, the correction-window reduction to 10%, and the practical mechanics of retirement distributions for both account owners and beneficiaries.

Liliya R. Strong is an investor, former equity research analyst with nearly 15 years of experience, and the author of Stocks for Women, an Amazon bestseller. She holds a BA in Economics from Columbia University. Her work combines evidence-based investing strategies with real-world insight, including a private dinner with Warren Buffett that shaped her long-term investment philosophy. She advocates for building a core portfolio through index investing, complemented by high-conviction stocks, emphasizing that conviction is essential to staying invested during downturns. She also has a growing interest in how artificial intelligence is transforming investment research and creating new opportunities across markets. Liliya shares her insights through her social platforms, where she reaches over 50,000 followers, and works with women and next-generation investors through mentorship and workshops. She is based in Miami with her family and enjoys adventure travel, including heli-skiing.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Senior Vice President with a demonstrated history of working in the financial services A pragmatic and concise professional with a proven track record of managing large scale implementations in the financial services industry across markets and treasury businesses. Bachelor of Business Administration (B.B.A.) with a major Finance from Loyola University New Orleans. Areas of expertise: interest rates, business management, implementation, tactical and strategic design, treasury.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

I’m a fee-only fiduciary financial adviser, chief investment officer and founder of Cedar Point Capital Partners, where I help executives, business owners, and affluent families navigate complex financial decisions with clarity and discipline. I regularly comment on investment strategy, retirement planning, tax-aware wealth management, and how households actually manage cash, risk, and returns in real-world markets. My perspective centers on long-term thinking, realistic return expectations, and minimizing the practical risks that often drive outcomes during periods of market stress or transition. I’ve been featured in national and regional media on topics including retirement policy, savings strategies, and fiduciary excellence. As you may expect given my role, I am registered as an Investment Adviser Representative with Cedar Point Capital Partners LLC, a registered investment adviser. The perspectives I share here or in any media I provide commentary in are general in nature and not intended as individualized investment advice. For more information, please visit: https://www.cedarpointcap.com/disclaimers-disclosures/

Diksha Chawla is a Finance Educator and Founder of FinLecture (finlecture.in), a financial education platform helping salaried professionals in India understand income tax, ITR filing, and personal finance. With an MBA in Finance and 7 years of experience, she simplifies complex tax concepts into practical, example-driven guidance covering income tax planning, HRA exemption, Section 80C, old vs new tax regime, and the new Income Tax Act 2025 transition.

Founder of Rikdom Labs. I build tools that help self-directed investors stop losing money to tax inefficiency — the kind of optimization that used to require a $500/hr advisor.

Dima Steesy is the President of Bravo Zulu Capital Management. Prior to founding the firm, Dima was a small business owner. He founded a skincare brand while a student at Harvard University, with activations at major venues including the Ritz Carlton and Equinox before growing the company to successful acquisition. Following this, he built one of the largest fire protection companies in San Antonio, serving Fortune 500 clients such as Costco, AT&T, and Barnes & Noble. Dima spent 8 years in the U.S. Navy including 4 years on active duty and the rest in the Reserves. During his service, which included deployments to Afghanistan and the Horn of Africa, he became the youngest credentialed member of NCIS at age 18. He holds a Series 65 license and graduated cum laude from Harvard University.

A founding partner at Chesapeake Financial Planners, Jeff Judge is a seasoned guide for busy professionals navigating financial transitions. With nearly two decades of experience, Jeff specializes in helping clients manage complexity during pivotal moments like retirement, business exits, and sudden wealth events. Known for his calm, empathetic approach, he helps clients gain clarity and control through Chesapeake’s signature R.U.D.D.E.R. Method™. Jeff holds multiple advanced designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Estate Planner (AEP®). He’s been recognized as a Five Star Wealth Manager in Baltimore Magazine from 2017 through 2026. In addition, Chesapeake Financial Planners has provided educational outreach including leading financial literacy workshops for Fortune 500 and mid-sized companies throughout the Baltimore and DC metro areas. Shaped by his working-class roots and early experience juggling financial responsibilities, Jeff brings grounded empathy and professional-level clarity to every client conversation. When he’s not advising, he’s a passionate home cook, lover of Baltimore sports, fan of concerts and stand-up comedy, and sideline soccer dad.

Kris Alban, AIF®, is a Financial Planner at BSG Advisers, a fiduciary-based financial planning firm headquartered in Apex, North Carolina. With a background in financial technology and a passion for simplifying complex financial topics, Kris brings a unique blend of innovation and personalized service to his clients. He specializes in long-term wealth planning, retirement strategies, and financial wellness education, helping individuals and families navigate their financial journeys with clarity and confidence. Kris is also a contributor to industry publication. where he shares insights on financial wellness and retirement planning. Prior to joining BSG Advisers, Kris co-founded iGrad, a San Diego-based financial technology company that provides AI-powered financial wellness solutions to employers, financial institutions, and educational institutions. As Executive Vice President, he played a pivotal role in developing the Enrich Financial Wellness platform, which serves over 20,000 employers and more than 300 financial institutions.

I work as an Associate for a capital management firm that manages around $700M, I do equity research and do some client facing work. I cover all sectors and feel comfortable with macro data. Although I have spent the most time looking at Semis, Payment processors, and software.

I'm a retired Navy Veteran with over 22 years of experience in information analysis and operational intelligence. For my second act, I am as Financial Representative with Northwestern Mutual. I work closely with my clients to build life long relationships, and deliver bespoke strategies to build financial stability, maximize tax efficiency, and grow generational wealth.

The daughter of a modern-day wildcatter and a day trader, both of whom are business owners, I grew up in Houston surrounded by business risk and the “ups and downs” of the oil and gas industry. So, it is no surprise I am considered very business-minded when it comes to advising my clients, whether it is about the acquisition of another company, the purchase of real estate, the negotiation of a commercial lease, or the setting up of a new business venture. While in law school, I gained valuable experience interning with the second largest CPA firm in the United States, the federal government, and a national non-profit organization. I spent my last year of law school as a Shapiro Fellow at the Securities and Exchange Commission. While there, I worked on high-profile securities litigation cases and investigations, and in some cases right alongside the Federal Bureau of Investigation, the Department of Justice, and the Internal Revenue Service. Upon graduation from law school, I went to work for a major accounting firm where I assisted major Houston oil and gas clients with international taxation transactions. I received my Bachelor of Business Administration in Accounting and General Business from Texas Tech University. Upon graduation, I was awarded “highest ranking graduate” from the Rawls College of Business. After completing undergraduate studies, I attended The George Washington University Law School where I received my Juris Doctorate in 2014. Upon graduation, I was awarded the Presidential Volunteer Service Award for extensive pro bono work with the homeless and unemployed in the heart of Washington, D.C. While handling multiple large acquisitions for a Fortune 200 company at the same time, I went back to school to obtain my L.L.M. and a Certificate in International Taxation from Georgetown University. Upon graduation, I was once again recognized for pro bono work in my local community. I am a managing partner with Quadros, Migl & Crosby PLLC, a growing boutique Texas business law firm with four locations throughout the state.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Manage and facilitate business operations for a family owned 9 acre Garden Center that specializes in Trees. Buyer: Network / Research / Order Trees, Shrubs and small plants for 9 acres. Specialize in resourcing material to re-sell on a retail platform. Organized and Restructured Profit Margins / Pricing: All Trees, Plants, & Merchandise. Maintain set Gross Profit Margin's Streamlined Procedures: Developed and created an online "Tree in Distress form" to organize customer communications resulting in employee efficiency and saving time. Researched, Implemented, and Facilitated the integration of 3rd party business applications - "Birdeye" / "Grasshopper" directly improving customer communication while significantly increasing lead generation and sales conversions. Text payment transactions now account for 25% of sales revenue, enabling customers to purchase a tree and installation from the comfort of their home / at their own discretion. Selected & Initiated a Customer Review System: Gained over 500 (and still growing), 5 star reviews since the year 2020 Fosters a work culture of safety, respect, and integrity. Led team meetings to improve daily business operations, safety, training, ideas. Led monthly Zoom meetings to create and facilitate business website operations thetreeplace.com. Started from ground zero and helped build the website into what it is today. Equipment Maintenance Manager: In charge of directing and conducting preventive and routine maintenance on all industrial equipment, Skid Steers, Utility carts, Customer transportation, Lawn equipment. Ensuring that all of this equipment is up and working at all times & ready to use. Skills: Sales Customer Service Procedural Compliance Financial Analysis/Management/Accounting Inventory Management Quality Control Leadership/Team Building Equipment Maintenance Policy Implementation/Development IT/Networking Web Development Social Media Development Marketing Skid Steer Operator Problem Solving

Jere Salmisto is the founder of CalcFi, a free personal-finance calculator platform where every formula traces to a primary public source — IRS publications, Federal Reserve series, Treasury tables, Bureau of Labor Statistics, CFPB and HUD. He also runs Autonomatica, a studio building quantitative-automation systems, backtesting pipelines and rule-based decision tools. Before CalcFi he was CEO at Topair Nordic (industrial sales and operations) and led B2B commercial execution across multiple companies. That operator background shapes how he writes about finance: numbers must reproduce by hand, sources are cited on the page, and tools are free forever. Available for commentary on consumer finance, paycheck/tax/mortgage math, retirement planning, systematic trading logic, finance-tool usability, and anything business and motivation-related. Finnish/Estonian founder commenting on published IRS, CFPB, Fed, and BLS primary sources. Not a licensed US CPA or tax attorney.

I am the co-founder and Senior Portfolio Manager of Divita Capital and the Divita Value-Growth Fund, where I manage a concentrated portfolio of long-term compounding businesses. My focus is on value investing, business valuation, and capital allocation — particularly on how reinvestment decisions and management’s choices drive shareholder returns over time. I am also the author of Wall Street’s Blind Spots: A Unique Perspective on Value Investing, Valuation and Capital Allocation (2025). In the book, I challenge conventional valuation frameworks and highlight the blind spots even sophisticated investors often miss. My goal is to give readers a practical, common-sense approach to understanding whether a company is truly compounding value, drawing on my day-to-day experience as a fund manager. Over the course of my career, I have worked across investment banking, corporate finance, and asset management, analyzing global equities across various sectors. I hold the Chartered Financial Analyst (CFA) designation and combine rigorous financial analysis with a contrarian mindset. I enjoy making complex investing concepts accessible to a wide audience. I regularly speak and write about valuation, capital allocation strategies, and the behavioral biases that influence markets — always with the goal of helping investors and entrepreneurs think differently about long-term value creation. Living and working in Guatemala gives me a distinctive international perspective. I frequently engage with audiences in both Latin America and the U.S., and I aim to help investors, entrepreneurs, and executives think differently. Whether I am explaining why traditional DCF models often mislead, discussing how to assess a company’s reinvestment profile, or sharing lessons from managing my own fund, I bring clarity, practical frameworks, and a passion for long-term investing to every conversation.