Trusted Financial Education Experts

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities. Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

Certified Personal Finance Counselor hosting and producing business and financial content.

Advised employer plan participants from 2007-2010, mastering 401k and 403b plans. Then moved on to serving over 600 high-net-worth Vanguard Flagship families from 2010-2015. Attained my CERTIFIED FINANCIAL PLANNER designation in 2013 and practiced financial planning from 2015-2018. I brought my experience to other advisers as a planning consultant through 2019. In 2020-2021, I expanded my experience and knowledge to include tax preparation and tax planning as it relates to comprehensive planning. Now I'm acting as my clients' "head coach" to coordinate the efforts of their team of financial professionals - ensuring that we're all focused on the same goal of financial success.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

You don’t have a money problem. You have a relationship problem. If you are already a high-earning woman, you don’t need more money to fix your anxiety, you need a better relationship with the money you have. My mission is to empower high-achieving women towards financial and emotional intelligence through money mindset shift, behavioral financial planning, and somatic breathwork healing. It's time for a new approach. By refining your communication and relationship with your money, you can truly enjoy the freedom you've earned. #financialtherapy #financialplanning #moneymindset #wealthbuilding #financialcoach

Experienced Treasury Specialist with a demonstrated history of working in the telecommunications industry. Strong finance professional skilled in Cash Flow, Letters of Credit, SAP Products, Cash Flow Management, and Cash Collection.

I'm a publisher and investor.

As Founder and CEO of The CEO Creative, I lead our mission to empower small businesses through accessible NET30 credit and practical office essentials. Many entrepreneurs struggle to access credit early on — especially without strong personal credit or years in business. That’s where we step in. We offer simple, low-cost membership plans that unlock real trade credit, with no personal guarantee required. Our accounts report to Equifax Commercial, Creditsafe, and FairFigure, helping new businesses build their credit profile from day one. But we’re more than just credit lines — we’re a startup’s best friend. From packaging and branding materials to electronics and office supplies, we offer essentials that help businesses look professional and operate efficiently. Every purchase counts toward building your financial credibility. I oversee product strategy, operations, and customer experience, ensuring our platform is fast, fair, and built around what real businesses need. I also stay engaged with our community daily — answering questions, responding to feedback, and constantly evolving the brand. We believe that building business credit shouldn’t be complicated or gatekept. That’s why we simplify it, support it with real products, and keep the doors open to businesses of all sizes and stages. If you’re launching a business, rebuilding, or just want to grow with a little more leverage — we built The CEO Creative for you

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.

**Named one of Empower's "Top 50 Women in Personal Finance" in 2018**I'm a nationally recognized personal finance expert, keynote speaker, top 0.1% podcaster, and award-winning author of multiple books. My latest title, "Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers" (Entrepreneur Press 2020), was an Amazon #1 New Release.I create multimedia content and have written and hosted the weekly, top-rated Money Girl podcast since 2008, with more than 44 million downloads. The show inspired my first book, "Money Girl's Smart Moves to Grow Rich" (Macmillan's St. Martin's Press), which won the 2011 EIFLE (Excellence in Financial Literacy Education) award.For over a decade, I've been a consumer advocate and spokesperson, communicating with audiences in relatable ways. I collaborate with diverse organizations, producers, advertising firms, and PR teams to expand audiences and achieve business goals through strategic multimedia campaigns.I partner with top brands as an expert spokesperson and speaker to amplify messages through satellite media tours (SMTs), live and online events, influencer campaigns, and content marketing. I have broad experience in public relations, marketing strategy, and creating attention-grabbing media communications. As a sought-after media source, I’ve completed more than 2,500 interviews with top national outlets, including ABC World News, CBS, FOX, NBC News, NBC The Today Show, PBS Nightly Business Report, Bloomberg TV, Bloomberg Radio, NPR, and many regional shows.In print and online, my advice has been featured thousands of times in The New York Times, The Wall Street Journal, The Washington Post, USA Today, Kiplinger's, Money, Business Insider, Consumer Reports, MSN, CNBC, Forbes, Fortune, Entrepreneur, Real Simple, Huffington Post and many more. Please download my Services Sheet here: https://lauradadams.com/work-with-laura-adamsSpecialties: Personal finance speaker, money speaker, small business speaker, public speaking, personal finance expert, small business expert, money expert, cryptocurrency, video, voiceover, national broadcast, media, spokesperson, money spokesperson, personal finance spokesperson, public relations, satellite media tour, SMT, retirement, debt, credit, insurance, banking, saving, podcasting.

Speaker, Author, Co-founder of MedicareSchool.com.Passionate about helping agents and consumers understand Medicare and make the best decisions.With so much conflicting and confusing information surrounding Medicare, it’s easy to feel unsure about how to choose the best plans. At MedicareSchool.com, we empower you with the knowledge and guidance you need to get the best Medicare plans and live retirement worry-free.

Strong media, finance, and communication professional with a Bachelor of Commerce - BCom focused in Marketing/Marketing Management from the University of Guelph.

As the CEO and co-founder of MoneyLion, an all-in-one, data- driven digital finance platform that empowers hard-working Americans to take control of their financial future, my idea has always been to leverage technology to create a hyper- personalized financial services experience for everyone. I spent nearly 20 years in a front-row seat to the failings of the banking system and saw firsthand how inert, traditional financial services models cater to the wealthy, while saddling millions of people with fees and roadblocks. MoneyLion breaks through this one-size-fits-all model with a re-imagined, holistic banking experience easily accessible on one app. We want to help change the way people think about and engage with their money. Our customers not only bank, lend and invest with us, but have access to hyper-personalized financial advice based on their daily habits to help them achieve their short, medium and long-term life goals. I’m proud to work with a team of experienced innovators who are passionate about using transformative technology to drive the future of consumer finance.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Hi, I’m Wassia [Pronounced Wa-see-Ya] I help finance and accounting professionals become the kind of leaders people enjoy working with, not just the ones who know the numbers. I’ve spent over 15 years leading finance teams across different industries, from manufacturing to tech to nonprofits. I’ve led teams through tough situations like layoffs, big growth, system implementations, and everything in between. Now I teach what I wish someone had taught me earlier: - How to see the bigger picture, - How to build influence and credibility, - And how to evolve from a technical expert to strategic business partner. Here’s how I do that: - I speak at conferences and company events - I teach with partners like Wharton Online, The AICPA and The AFP. - I share real-world stories in my podcast and newsletter, The Diary of a CFO. - I have created a leadership program to help mid-career FP&A and accounting professionals reach the executive level (i.e. VP, CAO, CFO). If you’re trying to grow as a leader, or help your team do the same, I’d love to connect. WassiaKamon.com Info@WassiaKamon.com

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