Most Recommended Estate Planning Experts

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.

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.​

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.

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.​

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.​

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.

Real estate isn’t just about transactions—it’s about solving problems, and that’s where Hilary Schultz excels. A licensed Realtor in Texas and Florida with over two decades of experience, she helps homeowners make smart, strategic moves, whether they need a fast cash offer, a market-listed sale, or something in between. Alongside her husband, Hilary operates a portfolio of real estate companies that cover every stage of residential real estate—acquisitions, renovations, and long-term asset management. They don’t just buy and sell houses; they create value, revitalize communities, and help homeowners move forward with confidence. Her expertise in property valuations, negotiation, and market trends makes her a go-to resource for sellers looking for real solutions—not just quick fixes. With a strong track record and thousands of successful transactions, Hilary is known for getting deals done the right way

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.

Some people list houses. Hilary Schultz builds solutions. With over 20 years in the industry as a licensed Realtor in Texas and Florida, she helps homeowners sell with confidence—whether through a fast and fair cash offer, a carefully structured listing, or a creative financing strategy. She and her husband operate a portfolio of real estate companies that cover every stage of the home-selling process. From acquiring and renovating distressed properties to managing long-term investments, their businesses are designed to create value while giving sellers real options. Hilary understands that no two home sales are alike, which is why she takes a problem-solving approach to every transaction. Her expertise in market trends, negotiations, and deal structuring allows her to help homeowners find the best path forward—quickly, efficiently, and with real financial results.

Sales and tech strategist driven to the front lines of the fintech evolution within the mortgage lending industry. Ambitiously working to create new opportunities, simplify processes, and pioneer modern solutions. Over 15 years of experience in the financial industry as an executive, strategist, consultant, trainer and team developer. •Founder of Liberty Financing LLC Previously: •Chief Strategy Officer at American Financing Corporation •Investment Advisor at Charles Schwab Knowledge and in depth experience ranges across technology innovation and integration (API, AI, Web design, SEO, SaaS), marketing, mortgage lending, business development, sales training, project management, data analysis and financial analysis. I’m passionate about providing the absolute best experience for our customers and the most rewarding career opportunities for our hard working high quality team members Current NMLS MLO State Licenses. Previously held FINRA Series 7 & Series 66 Licenses, Life and Health Insurance License, and Accredited Asset Management Specialist designation from the College of Financial Planning.