Recognized Financial Literacy Leaders 2025

I'm a publisher and investor.

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.

Sha'Kreshia Lewis is a trauma-informed financial educator, spiritual writer, and founder of Humble Hustle Finance. With nearly a decade of experience in personal finance and a deeply personal journey of healing through money wounds, Sha’Kreshia created the Bare Root Budget Method. This revolutionary framework addresses finances from the inside out. Her work blends emotional healing, spiritual wholeness, and practical money systems to help millennial women, especially single mothers, rewrite their money stories and build legacies with purpose. She has been featured in Grit Daily for transforming failure into soul-led success, and she regularly speaks on financial trauma, credit restoration, intuitive budgeting, and spiritual alignment in wealth-building. Whether through her upcoming book Planted by God, one-on-one coaching, or her vibrant online community, Sha’Kreshia is on a mission to prove: you’re not broken, you’re buried. And you’re still growing.

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

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

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.

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

**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.

Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.

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.

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

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.

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.

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Taylor has the skills and experience to work with individuals from all backgrounds to achieve their family, financial, and business goals. His passion in life is to make the world a better place by teaching others how they can live a fulfilled life, regardless of their current position or past experiences.

I help black women entrepreneurs create financial plans, invest and remove financial stress. If you are tired of working hard and you want to make your money work to it's full potential, let see if we are a good fit for one another.

I write your favorite expat money newsletter: https://www.moneyabroad.co As an advisor, I work with growth-stage B2B SaaS & fintech companies on: * Implementing product-led growth * Building & scaling the product org As a product leader, for the past 9+ years I've been building and growing internet products across Silicon Valley and Southeast Asia. I've led a 70-person product org with 11 reports, helped build two $50M+ ARR businesses, launched 0-to-1 products, and ran 200+ experiments that drove millions in revenue impact.

Austin Talbert Loving is a seasoned USMC Officer and a dynamic entrepreneur specializing in financial literacy and leadership development. As Officer in Charge of Quantico’s Finance Pay Section, he applies military precision to ensure financial excellence. Co-founder of The Visionary Wealth Movement (VWM Finance), Austin brings a unique approach to wealth-building, empowering individuals and business owners to secure financial freedom. His multimedia venture, TDN Vision LLC, serves as a creative outlet, capturing powerful stories that resonate. Austin is dedicated to enhancing financial literacy and leadership in today’s professionals, helping them thrive in a rapidly evolving market. Whether through seminars, multimedia projects, or leadership workshops, Austin inspires others to unlock their potential. Connect with Austin to explore collaborations and insights on wealth, leadership, and success.

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.