Top Elder Law Experts 2025

Healthcare and business attorney licensed in California and Minnesota. I'm David ("DJ") Holt, a dedicated Healthcare Attorney and the founder of Holt Law - a boutique multi-state health law firm. I am the "surgeon" of attorneys - focusing on highly specific practice areas that I do very well. Coincidently, I also work with surgeons and medical doctors often! Also, I work well to team up with other attorneys who are the experts in their areas in order to serve as a one-stop-shop for my business-owner clients.

I am a lawyer from Long Island NY who has been practicing since 2003 with expertise in NY no-fault, personal injury, and employment discrimination.

Seann Malloy is a seasoned civil litigator and founding partner of Malloy Law Offices, specializing in litigation. With over 20 years of experience, he represents clients in a wide range of civil matters, including personal injury, commercial litigation, real estate disputes, and employment litigation. Known for being persuasive, meticulously prepared, and confident in the courtroom, Seann handles cases at both the trial and appellate levels—delivering results for individuals and businesses alike. Whether it’s a personal injury claim or a complex business dispute, Seann’s approach is rooted in strategy, clarity, and an unwavering commitment to his clients. Licensed to practice in Maryland, the District of Columbia, and Florida, Seann is also admitted to several federal courts, including the U.S. District Court for the District of Columbia and the Fourth Circuit Court of Appeals. As a graduate of Loyola University New Orleans College of Law and the University of Missouri, he has earned distinctions such as National Trial Lawyers Top 100 and a perfect 10.0 Avvo rating. His track record is backed by glowing client reviews and a reputation for personal, attentive service. Seann believes that early, informed legal action can make all the difference—and he's the kind of advocate you want on your side when it counts.

Scott Levin, known as the Chief PeaceKeeper™, is a leading San Diego divorce lawyer and mediation expert. As the founder of San Diego Divorce Mediation & Family Law, Scott helps couples achieve amicable divorces without the stress of court battles or high legal fees. With over 20 years of family law experience and a magna cum laude degree from the University of Virginia School of Law, Scott is dedicated to providing affordable, peaceful resolutions for families. Scott's clients typically reach amicable out of court agreements in months for a fraction of the cost of a contested litigation. Scott’s expertise as a Certified Divorce Financial Analyst™ ensures a fair division of assets and debts, while his problem-solving approach has earned him recognition as one of San Diego's top family law attorneys, including awards from San Diego Business Journal, Super Lawyers, Mediate.com, and San Diego Metro Magazine. Scott is proud of his and the firm's compassionate approach to separation empowering families to resolve all aspects of divorce with dignity. To learn more about Scott and mediation law services, call 858-255-1321

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Nationally recognized and sought after Houston employment law attorney Jacqueline Armstrong is the founding attorney of Armstrong Associates, an employment law firm which has been protecting the rights of employees for over 30 years. Jacqueline and her associates represent employees and never the employer. Attorney Armstrong has an exceptional depth of experience and winning track record in all areas of employment law including employment discrimination, sexual harassment, employment contracts and non-compete agreements, executive compensation & litigation, wrongful termination, whistleblower law, unpaid and underpaid wage claims, and all variations of employment law litigation. Jacqueline is proud of the exclusive team of seasoned lawyers she has at her side and ready to serve her clients. When you work with Attorney Armstrong, rest assured the best available legal team will be representing you in negotiations and when necessary, in trial. Jacqueline has fought many big companies and won on behalf of her clients. She has taken on national chains, large oil & gas companies, government officials, and more. She collaborated with a top-notch legal team to bring Chipotle to justice for allowing a culture where managers were preying on young female employees. She took on a County judge in Texas and obtained an $850,000 judgment. Jacqueline is compassionate and tough and fights tirelessly to preserve her clients’ dignity, reputation, and financial stability. Her passion is helping those in need and getting them the justice they deserve. Jacqueline has been included in the Super Lawyers list by Thomson Reuters every year since 2019. This exclusive designation is based upon peer nominations and evaluations, experience, and achievements on behalf of her clients. Only 5% of all licensed attorneys in the state of Texas are named to the list each year.

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

Earl Yaokasin, CFA, is an investment manager who runs WealthArch Investment Services in Pasadena, CA. He is a fiduciary with over twenty years of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company’s clients. His firm focuses on value investing, similar to Warren Buffet’s successful approach, and disciplined strategies designed to create growth with downside protection, enabling clients to move steadily towards their life goals and aspirations with confidence.

Mathew Kerbis is The Subscription Attorney. He’s on a mission to affordably serve clients at scale via the subscription model and inspire attorneys to abandon the billable hour. He founded the law firm Subscription Attorney LLC after working for private practice law firms for nine years. His firm leverages automations and artificial intelligence to offer more accessible and reasonable prices like legal advice starting at $19.99/month and $49.99/page. Kerbis realized the subscription model could revolutionize the legal profession, so he launched the podcast Law Subscribed to help attorneys make the same choice. He also speaks and writes about how generative artificial intelligence is changing the way law is practiced. Kerbis has presented at ABA TECHSHOW, Stanford’s CodeX online community, several other online publications, and as a guest lecturer for law schools. Kerbis is a James I. Keane Award winner, recognizing innovative virtual law firms that serve the broad middle class, because he “has been a leader in using technology and subscription based pricing models to improve access to justice.” He’s been recognized by the American Bar Association as a Top 40 On the Rise leading lawyer in the Innovation category for “his commitment to making legal services more accessible while maintaining profitability.” Kerbis is a member of the Institute for the Advancement of the American Legal System’s Above the Line Network for legal professionals committed to transforming the delivery of legal services for the underserved middle class. He placed third in the Individual category for the American Legal Technology Awards for those who make a positive difference in the world related to legal innovation. Kerbis often presents on the topic of ditching the billable hour for the subscription model using technology. His four CLE courses on Lawline have over 3,000 views averaging 4.9 out of 5 stars, with reviews like, “I like the idea [of] an alternative way for clients to afford lawyer services. I loved his enthusiasm and passion. I think he is onto something great for clients” and "Perhaps the most useful CLE I have ever taken.” Kerbis is a frequent public speaker, and the best place to connect with him is on LinkedIn.

As a Legal Storyteller, I bridge the gap between the legal and media worlds, using my background in investigative journalism and video production to deliver powerful narratives for attorneys and their clients. My work centers on crafting settlement documentaries, day-in-the-life videos, and demand videos—stories that go beyond mere facts to resonate with the human experience. I’ve seen firsthand the impact of strategic storytelling on legal outcomes, and I’m committed to helping attorneys communicate their cases in ways that drive results. A former professional screenwriter with nearly two decades of investigative reporting and producing experience, including three Emmy nominations, I bring a high standard of journalism and a creative, impactful approach to every project. My process is research-driven: I dig deep through public records, analyze court documents, and engage with the finer details to uncover elements that give each story its fullest context. Whether it’s uncovering OSHA reports, logging body-worn camera footage, or bringing the voices of families to life, I believe every narrative should be built on a foundation of truth and emotional clarity. I currently lead Clear Eyed Media, specializing in legal media services and leveraging my experience to transform complex legal stories into compelling, accessible content. From wrongful death cases to personal injury, I’m dedicated to creating narratives that support attorneys in securing fair settlements for their clients. I aim to support legal professionals with media that not only informs but also resonates with adjusters, defendants, and sometimes even juries. I also run Tribute Video Pro, producing personalized tribute videos celebrating lives and moments worth remembering. This work has allowed me to bring a similar storytelling approach to personal occasions, blending professional videography with an intimate look at individuals’ lives. Each project reminds me of storytelling's power to connect and convey meaning, whether in a legal context or a personal one. Driven by a belief in the power of story to influence and inspire, I’m here to help attorneys and clients present their cases authentically and precisely. I see storytelling as an essential tool for justice and creating lasting impact.

Alex Schlesinger is the Founder and CEO of Active Mutual. With 15 years of financial expertise in the UK and US markets, Alex brings a global perspective to his work. Alex's extensive knowledge and industry insights are regularly featured in high-profile publications such as MarketWatch, Nasdaq, Newsweek, Hubspot, Yahoo Finance, US News & World Report, MSN, and GoBankingRates, among many others. With a documented understanding of end-of-life products, Alex has become a trusted source for media outlets and a go-to expert for any questions on life insurance. As the founder of a leading final expense marketplace, Alex has shaped a company known for its commitment to transparency, simplicity, and customer care. Recognized for his ability to simplify complex insurance topics, Alex’s commentary continues to help readers make informed decisions about their financial futures.

Immigration attorney and founder of Consumer Law Group, LLC, Adam is a Chicago native and has dedicated his career to serving the immigrant Hispanic community.

Jeremy Musgrave advocates for those injured in all types of incidents throughout the state of Indiana. Jeremy graduated from the Indiana University, Robert H. McKinney School of Law and earned a Graduate Certificate in Environmental and Natural Resources Law. Jeremy also has degrees in Finance and Operations management from the Kelley School of Business at Indiana University – Bloomington. Before joining becoming an attorney, Jeremy worked in retail management for nearly a decade before making the decision to return to school to earn a degree in law. This has given him real world experience in prioritizing issue solutions and interpersonal relationships. Jeremy enjoys spending time outdoors. He is working towards certification as both an Indiana Master Gardner and an Indiana Master Naturalist and is a novice beekeeper. He has a great affinity for dogs, both large and small, and enjoys spending time with his wife.

Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.