Expert Financial Compliance Consultants

I have 24 years of experience in the credit counseling industry, specializing in operations, compliance, debt management, and consumer financial education. As Senior Manager of Compliance and Media at Money Fit, I ensure our programs meet strict standards for integrity, accuracy, and regulatory compliance. I am a HUD Certified Housing Counselor and serve on the Board of Directors for the Financial Counseling Association of America (FCAA). My work focuses entirely on nonprofit credit counseling. I help consumers understand the clear mechanics of regulated debt management versus the risks tied to for-profit debt settlement. Consumers deserve straightforward financial guidance that is realistic, responsible, and built for actual progress.

I’m a lifesciences compliance strategist with a passion for building real-world, right-sized programs in fast-moving environments. With deep experience in pharma and medtech, I specialize in translating regulatory complexity into practical, actionable frameworks. I’ve spent 7+ years navigating the gray areas of compliance—from training physicians on industry expectations to building startup programs from the ground up. I believe compliance should be ethical, functional, and human-centered—and that culture is built through clarity, storytelling, and respect, not fear. Outside of policy and audits, I speak regularly on startup compliance and love turning “boring” topics into memorable moments. I'm here to connect, create, and contribute.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

Biswajit Barman is a Financial Consultant and the Founder of My Advisers, a digital-first financial consultancy platform based in India. He specializes in business registration advisory, startup funding guidance, financial planning, risk management, and regulatory awareness for entrepreneurs and small businesses. With a strong focus on financial literacy and accessibility, Biswajit has built My Advisers to provide structured, transparent, and education-driven financial guidance supported by ethical partnerships. Through his work, he helps individuals and business owners navigate complex financial processes including compliance documentation, funding readiness, credit planning, and strategic business structuring. In addition to consulting, he is an active financial writer and blogger, publishing detailed insights on entrepreneurship, financial planning, global finance, and digital transformation in the advisory sector. Biswajit is known for promoting affordable access to financial guidance and advocating responsible, informed decision-making in India’s evolving financial ecosystem. His work combines practical consulting experience with digital innovation to simplify financial processes for startups, professionals, and growing enterprises.

Natalia Taft is a seasoned compliance executive and independent regulatory advisor with over 20 years of experience working with regulated financial institutions across the United States, Europe, and international markets. She has held senior compliance leadership roles at global banks, broker-dealers, the world’s largest asset management firm, and fintech companies, as well as advisory roles at Big Four consulting firms. Natalia specializes in designing and implementing flagship global compliance programs. Her expertise includes managing complex regulatory remediation and transformation programs — particularly following supervisory findings, licensing events, or organizational changes — as well as overseeing AI- and data-driven compliance governance. Throughout her career, Natalia has successfully guided companies through complex regulatory challenges and enforcement actions imposed by the U.S. Federal Reserve, SEC, FINRA, NYSDFS, and various European regulators. Her expertise also includes leading compliance program transformations, independent audits and reviews, and regulatory investigations.

As the CEO and Founder of Crusaders for Change® (C4C), LLC, our team delivers a specialized approach to financial stewardship that focuses on the human heart and the emotional weight of money as much as the numbers. Led by a team of Accredited Financial Counselors®️, we have built a dedicated space where genuine financial healing and long-term freedom are achievable for families from all walks of life. Within the corporate and organizational sector, we developed our signature Financial Wellness Program to directly combat the "silent tax" of financial stress that often plagues the workplace. By addressing these stressors through professional counseling and support, we partner with businesses to improve employee retention, boost productivity, and foster a culture of total well-being. Our commitment to community impact is further realized through our proprietary Community Financial Empowerment Series®, where we offer transformative educational workshops and personalized one-on-one counseling designed to help individuals regain confidence, clarity, and control over their financial futures. We also engage a global audience through the Yahweh’s Money® Podcast, which provides spiritual and practical stewardship guidance, and the Tickle My Money Bone!® platform, which utilizes humor and comedy to demystify complex financial topics and break down the barriers of money-related anxiety. With over two decades of professional experience and a highly decorated history of leadership, our mission remains centered on equipping families and organizations with the tools to transition from financial overwhelm to a future of abundance, resilience, and intentional peace.

RERA360 is a specialized real estate compliance and advisory firm focused exclusively on the Real Estate (Regulation and Development) Act, 2016 (RERA). The organization supports builders, developers, real estate agents, and homebuyers by simplifying complex regulatory requirements and ensuring end-to-end compliance across real estate projects. With a strong understanding of RERA frameworks, state authority processes, and evolving regulatory guidelines, RERA360 delivers structured, accurate, and timely compliance solutions. Its services cover project registration, quarterly and annual filings, documentation management, authority coordination, and advisory support—helping stakeholders operate with transparency, accountability, and legal certainty. RERA360’s approach is built on clarity, process discipline, and practical execution. By reducing compliance risks and administrative burdens, the firm enables real estate professionals to focus on project delivery, credibility, and long-term growth while remaining fully aligned with regulatory obligations. The mission of RERA360 is to strengthen trust in the real estate ecosystem by making compliance simple, accessible, and reliable—transforming regulatory requirements from obstacles into operational advantages.

Meet Dhriti Mukherjee Pipil – Trade Economist, Consultant, Speaker & Educator Dhriti Mukherjee Pipil is a Delhi NCR–based international trade economist, consultant, researcher, and speaker, specialising in trade finance, foreign trade policy, and agricultural trade. She is the Founder of Global Trade Institute (GTI), an institution focused on building export-ready professionals and businesses through practical trade education. She currently serves as a Senior Research Fellow at Indian Institute of Foreign Trade (IIFT), where her work examines India’s agricultural trade policy, export restrictions, price volatility, and supply chain dynamics. She is also an empanelled faculty with Federation of Indian Export Organisations (FIEO), delivering specialised sessions on export finance and international payment systems. Dhriti is a Leadership Member at the Women in International Trade Business Council (WIITBC) under the International Trade Council (ITC), and serves on the Economic Advisory Board of the Economic Transformation Council, contributing to trade-led policy discourse. With over a decade of experience in banking and trade finance, her expertise spans export finance, cross-border payments, foreign exchange markets, trade risk management, WTO frameworks, and emerging digital trade finance systems. She holds professional certifications from the Indian Institute of Banking & Finance (IIBF) and the International Chamber of Commerce (ICC). Her work bridges policy, practice, and pedagogy—offering consultancy in export strategy, trade finance structuring, compliance, and market entry. She actively mentors MSMEs and startups, enabling them to navigate global markets with operational clarity. Dhriti has authored peer-reviewed research in journals such as Economic & Political Weekly and The Indian Economic Journal, alongside policy contributions to The Hindu BusinessLine, Down To Earth, Policy Circle, AgroSpectrum, and global platforms including the World Trade Centre. She is a regular speaker at national and international forums, including the Economist Intelligence Unit (2025), International Trade Council (2025), WTO Chairs Programme, and Indian Economic Association. Through her work, she seeks to reduce information asymmetry in global trade and build a more inclusive, resilient, and knowledge-driven export ecosystem.

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.

William Berg is a securities expert at DayTrading.com with more than 20 years of experience reviewing brokers, trading platforms and the rules that sit behind them. With a legal and financial background, he has audited countless brokers and investigated thousands of trading scams and clone firms, giving him a sharp eye for what separates a trustworthy platform from a costly mistake. William holds an LL.M. from the Gothenburg School of Business, Economics and Law, where he focused on securities law and international trade. He later studied at Moscow State University, adding to a background that blends law, business administration and cross border finance. That mix gives him a solid grip on both the legal fine print and the real world mechanics of online trading. Before and alongside his editorial work, William consulted on IPOs in the Nordic market, worked with fintech startups in payments and point of sale systems, and provided localization for leading forex trading software. He has also spent years as a writer and fact checker for financial publications, using that experience to test brokers, compare trading tools and explain complicated topics without turning them into legal soup. As an active market participant, William has placed thousands of private and test trades across forex, CFDs, options and stocks, while testing different trading platforms and apps. His practical experience, paired with a deep knowledge of securities law and broker regulation, makes him well placed to comment on broker safety, platform quality, trading risks and the standards traders should expect before putting money on the line.

Are you enjoying a successful career, but still wondering where all the money goes each month? Do you picture yourself retiring comfortably or taking the vacations you've always dreamed of, yet worry your financial reality may fall short?Or are you at a point in life where you’re wondering if your money is truly working for you? Do you ever look at your income and think, “Why doesn’t it feel like enough?” despite years of hard work and financial stability? For many professional women, balancing bills with income doesn’t feel like it should at this stage in life. I understand. I’ve been there myself. After a major life shift, I faced debt, a low credit score, and no safety net. But a practical plan changed my trajectory, and now I’m passionate about helping others do the same. As an Accredited Financial Counselor , I work with women who are ready to take control of their finances & design a plan that works for their unique life. Together, we clarify spending habits, tackle debt, and create a tailored strategy to reach your financial milestones. Whether it's funding retirement, enjoying life more, or gaining the peace of mind you deserve, I support clients who want their finances to reflect the life they desire. *My mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. For 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝘀, I provide workshops that empower employees to manage their finances confidently, helping them feel supported, valued, and inspired to succeed both personally and professionally as well as enhancing productivity and satisfaction as they learn to achieve their financial goals.𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗠𝗘 𝗧𝗢: Conduct personal finance workshops: https://bit.ly/4fVw96k Speak about personal finance as a panelist or keynote speaker: https://bit.ly/4fVw96k Schedule a free discovery call: https://bit.ly/3Av9yP0 Start a conversation by sending a Direct Message******************************************************Dr. Sev is founder of Bryan Financial Empowerment LLC (dba Sev Talks Money), a financial education and coaching company. She is a member of the Association for Financial Counseling and Planning Education , a graduate of and mentor for the Milestones Circles Program at Nasdaq Entrepreneurial Center, a graduate of the Bank of America Institute Women's Entrepreneurship certificate program at Cornell University and a member of the Henry County Chamber of Commerce.

Rishi Upple, FCMA, is a UK based commercial finance leader with over 20 years’ experience shaping strategy inside global blue-chip organisations. With a BA in Economics and Fellowship of CIMA, he operates at the intersection of numbers, narrative, and decision-making. Known for bringing clarity where complexity dominates, Rishi focuses on commercial insight, performance optimisation, and helping leadership teams make better calls under pressure. His approach blends rigorous financial thinking with real-world pragmatism; grounded, human, and outcome-led. Beyond the spreadsheet, his work explores leadership resilience, personal performance, and how finance leaders can create momentum without burnout; commercially sharp, but culturally aware.

I have been doing SEO for the last two years, and during this time I have successfully ranked many websites on Google. I learned SEO from seosly.com, where I gained a strong understanding of SEO fundamentals as well as advanced concepts. Currently, I am implementing all the knowledge and strategies I have learned on my own website, 8thpaycommissionsalarycalculator.com, with the goal of improving its performance and making it rank higher on Google.

Marketing strategist, consultant and speaker with a proven background in organic marketing, social media, brand management, SEO, content marketing, e-commerce and social media. I’ve worked on projects for Retail Council of Canada, Oxford Properties, West Edmonton Mall (Triple Five Worldwide), Tiffany & Co., LUSH Cosmetics, LoyaltyOne, Victoria's Secret, Freson Bros and others. With excellent reviews from B2C and B2B companies, technology and SaaS companies in premium/high ticket markets, with a Bachelor of Commerce (B.Comm) majoring in Marketing, a Certificate in Real Estate (Commercial), and a Certificate in Leadership. My insights are posted on the NASDAQ, The Sun (USA), US Chamber of Commerce, CTV News (Canada), Shopify, NTD TV (China), Entrepreneur, Retail News Asia (China) Yahoo Finance, Bustle, CBC Radio (Canada), CVM Radio (Caribbean), Voyage LA, Shoutout LA, The Gleaner (Jamaica), SHEEN Magazine, Seaside Retailer, Google News, Retail Insider (Canada), California Apparel News, Betches, Best Life, GoBanking, Industry Rules and more. Let's connect!

Crypto and DeFi executive specializing in regulated market expansion, compliance-driven growth, and institutional partnerships. Former Regional Lead at Binance and Amber Group, responsible for scaling operations across Europe in complex regulatory environments (MiCA, AML). Currently focused on AI-powered DeFi and automated portfolio infrastructure, building systems that bring institutional-grade standards to onchain execution. Creator of the Compliance-Led Growth Framework (CLGF), a practitioner system for MiCA-regulated crypto market entry and CASP authorisation, battle-tested inside major exchanges, infrastructure providers, and institutional crypto businesses, and published via Thiess Invest GmbH.

James is a CPA, IRS Enrolled Agent, and Tax Resolution Specialist at CanvaTax (canvatax.com), where he helps individuals and businesses resolve complex tax issues including IRS debt, back taxes, and penalty relief through programs like the IRS Fresh Start Initiative. With hands-on experience navigating IRS negotiations and tax compliance, James provides practical, results-driven guidance to clients facing financial uncertainty.

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

I am a multidisciplinary business owner and consultant with expertise spanning recruitment, HR strategy, technology, and creative design. As the founder of Talent Shark (https://www.talentshark.ae), a recruitment and HR consulting firm in Dubai, I help organizations across industries — from healthcare and IT to corporate and creative sectors — build high-performing teams and implement solutions that drive business growth. What sets me apart is the ability to bridge people, business, and technology. With a background in talent acquisition, data science, IT solutions, and graphic design, I bring a unique perspective to problem-solving, blending strategic HR insights with technical and creative innovation. This allows me to not only connect companies with the right talent but also support them in areas like digital transformation, workforce automation, and brand development. I am passionate about building scalable systems, improving processes, and helping businesses unlock new opportunities through a mix of human expertise, technology, and creativity. Expertise & Skills Recruitment & Talent Acquisition (Healthcare, IT & Multi-industry) HR Consulting, Payroll, PRO & Compliance Data Science & Business Analytics IT Solutions & Digital Transformation Graphic Design & Creative Strategy Employer Branding & Marketing Support Training & Development Programs Process Improvement & HR Automation

With 20+ years' of experience in risk management and IT security, I excel at crafting secure, compliant, and efficient frameworks for businesses navigating complex regulatory landscapes. My expertise lies in developing Information Security Management Systems (ISMS) that achieve ISO 27001 certification, achieving up to 80% cost reduction in security implementations compared to traditional approaches. As an EC-Council subject matter expert for the CEH certification, my knowledge in ethical hacking and cybersecurity is both deep and broad. I take pride in the iO-GRCF , my proprietary framework designed to streamline and simplify cross-compliance. My goal is to foster partnerships within the industry to address governance, risk, and compliance challenges, while offering IT companies lucrative compliance, gap assessment, and penetration testing solutions.Professional Goals:* Forge partnerships with industry leaders to collaboratively tackle governance, risk, and compliance challenges.* Generate leads with IT companies to offer streamlined compliance, gap assessment, and penetration testing solutions, providing them with new revenue streams.Interests:Follow and engage with industry leaders and organizations that are at the forefront of cybersecurity, compliance standards, and IT innovations.

Stepan Kazaryan is a Business Management Consultant focused on digital presence, professional evaluation, and how public information shapes decision-making in modern business environments. His work centers on helping organizations and professionals understand how they are perceived before direct interaction occurs. In search-driven systems, evaluation often happens silently and quickly. Stepan advises clients on building structured digital foundations that support credibility over time. His approach emphasizes clarity, consistency, and responsible positioning rather than short-term visibility tactics. He works with executives, founders, and professional service providers who recognize that digital footprints influence trust, partnerships, and opportunity flow. By aligning websites, public profiles, and third-party references, Stepan helps create stable professional narratives that reduce uncertainty during evaluation. Rather than focusing on reactive measures, his advisory framework prioritizes preparation. This includes analyzing how search results present a name, how information connects across platforms, and how inconsistencies affect perception. The goal is to strengthen long-term positioning in a way that feels natural and sustainable. Stepan frequently writes and speaks about digital identity, credibility signals, and the structural factors that influence professional trust in online environments. His perspective reflects a broader shift in how professionals are assessed in the age of search and public information accessibility. Through disciplined strategy and steady execution, Stepan Kazaryan helps clients maintain clarity in environments where perception often forms before conversation begins.