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.

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.

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

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

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.

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.

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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Katherine currently serves as a newscast director at WVUA 23, helping bring local stories come to life. With an average of 30 interns a semester, she trains and manages them in rotating crews of 6 during 18 shows a week/1:1 meetings throughout the semester. Her role is more than just putting a newscast on air, it also includes being the point of communication for engineering, news, sales, and creative services, as well as having a sharp eye for detail, and working well under pressure. Katherine’s multiple management roles have consistently inspired her to grow as a leader and she enjoys mentoring her students through college and into their professional careers. Katherine thoroughly enjoyed her time at The University of Alabama, studying at the award winning College of Communication and Information Sciences with a concentration in Media Production. She was involved in six organizations and maintained being on the Presidents List or Deans List throughout her entire college career.

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.