Expert Financial Planning Consultants

I have worked in the financial services industry since 2011, holding a variety of roles across both large institutions and boutique firms. My experience includes working with major organizations such as State Street Bank and Morgan Stanley, as well as smaller, independently owned firms. In 2024, I left Morgan Stanley to become a partner at Town Square Wealth Management & Consulting. Town Square Wealth Management & Consulting is a locally owned boutique firm focused on providing comprehensive financial planning and advice to business owners and recent retirees. In addition to holding the CFP® designation, I am a Certified Exit Planning Advisor (CEPA), helping business owners prepare for and navigate the eventual sale of their businesses. I strongly believe that thoughtful planning is the foundation of every successful client relationship. After working within large corporate environments, I came to believe that serving hundreds of clients at once does not allow for the level of care and attention clients deserve. Our firm is intentionally structured to remain highly personal, allowing us to deliver focused, meaningful guidance rather than operating as a high-volume practice.

Kris Alban, AIF®, is a Financial Planner at BSG Advisers, a fiduciary-based financial planning firm headquartered in Apex, North Carolina. With a background in financial technology and a passion for simplifying complex financial topics, Kris brings a unique blend of innovation and personalized service to his clients. He specializes in long-term wealth planning, retirement strategies, and financial wellness education, helping individuals and families navigate their financial journeys with clarity and confidence. Kris is also a contributor to industry publication. where he shares insights on financial wellness and retirement planning. Prior to joining BSG Advisers, Kris co-founded iGrad, a San Diego-based financial technology company that provides AI-powered financial wellness solutions to employers, financial institutions, and educational institutions. As Executive Vice President, he played a pivotal role in developing the Enrich Financial Wellness platform, which serves over 20,000 employers and more than 300 financial institutions.

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.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

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.

Nick is a fee-only financial planner and founder of ClearMind Capital, where he works with individuals and families navigating major life and financial transitions. He has spent 8+ years in the financial planning profession, advising clients on retirement planning, tax strategy, investment design, and long-term decision-making. Nick earned the CERTIFIED FINANCIAL PLANNER™ designation in April 2023 and also holds the ChFC® and CLU® designations. He is a founding member of the Integrative Wealth Advisor (IWA®) designation, a newly launched professional standard focused on aligning financial planning with broader life priorities and well-being. He is frequently sought out for his ability to explain nuanced financial topics...such as retirement readiness, Social Security planning, portfolio construction, and the behavioral side of money—in a way that is clear, grounded, and accessible. Nick brings real-world context and thoughtful perspective to personal finance, making him a trusted resource for journalists seeking clarity, insight, and meaningful analysis.

I have over 20 years of experience helping successful families navigate the ever changing field of financial planning. New laws, new fads, and new "rules of thumb" are always coming out. My goal is always to help my clients sift through the noise and focus on the things they can control. I have always believed there are two E's of investing, economics and emotion. Handling both in a proactive, deliberate manner helps my clients to keep perspective of what is important on their financial journey

I’m a FINMA-licensed financial advisor based in Switzerland, specializing in retirement and pension planning for individuals and companies. Through Invexa, I help clients build clear, sustainable long-term financial strategies that integrate both investment and insurance components. My approach combines personalized wealth planning with regulated insurance brokerage services to deliver practical, compliant, and goal-oriented solutions for every stage of life.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® in 2017. With this base, Filip then moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina (an independent RIA) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the household). Their values include spending time with family (even if it means a quick turnaround flight to NY), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

Hi, I'm Clint Haynes, Founder and President of NextGen Wealth. I am married to my best friend, Christa, and we had our first child, Harper, on my 40th birthday (the best gift I could ever get!). We love food, craft beer, and traveling. You can count on us hitting up a few of the local delicacies & breweries on just about every vacation. I also love golf, and as I write this, my goal is to get to a single-digit handicap, although I think it might be getting worse. 😔 So, now that you know a little about personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today. I’ve been in the financial planning and financial services industry since 2001. It’s all I’ve ever known as a career choice, and I hope it stays that way for as long as I’m capable. After being in the industry for a few years, it became quite apparent to me that there was really no difference between financial services firms – they all basically did the exact same thing. With that in mind, I pursued and earned my CFP certification. Becoming a Certified Financial Planner allowed me to launch NextGen Wealth, where I focus on adding deep value to your financial journey. I’m especially passionate about helping clients navigate the shift from their working years into a fulfilling retirement. Through our patented COLLAB Financial Planning Process, we develop solutions in every area of your financial life so that you can go into retirement with confidence, knowing that it will be fulfilling, purpose-driven, and meaningful, all laid out in a way that actually makes sense and will get you even more excited about the next stage in your life. For more than 10 years, NextGen Wealth has been dedicated to delivering a massive return on investment for our clients. Our impact is backed by data and industry accolades: we were honored as a Top 50 Investment Adviser in 2024 and recognized as a leading Grandview Financial Planner for 2025, achieving a 95% quality score for our service standards. If this sounds like the type of financial advisor you want to work with, then let us help you create a plan for your life after work and explore ways to find fulfillment in your golden years. I want to ensure that this final third of your life is everything you’ve always dreamed of (and more) while also providing you with the emotional and behavioral support that comes with transitioning into retirement.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

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 specialize in helping people successfully move from work to retirement, focusing on the area's of Retirement income planning, Investment strategies, tax efficient income and Legacy and Estate planning.

I've worked in financial service for 25 years, building experience at Barclays Premier in my 30s looking after a portfolio of mass affluent clients. Moving to Watts Mortgage and Wealth Management 12 years ago I now head off the Financial Planning team. My specialism is protection- life insurance, income protection, business protection etc. We have special expertise when it comes to understanding and finding cover for clients with often complex medical histories. Having thrived in this area we are proud to have won MoneyFacts ILP UK protection adviser of the year 6 times in recent years. I have been a regular contributor of thought pieces in our area for MoneyFacts magazine over recent years.

𝗠𝘆 𝘀𝘁𝗼𝗿𝘆: Both of my parents immigrated from Mexico as teenagers. They didn’t have much, but what they did have was grit. My dad was in construction, my mom working flexible jobs so she could stay close to us. Eventually, she became a foster mom, and our house was always filled with kids—many of whom came from homes filled with struggle, instability, and deep financial stress. It didn’t take long for me to realize: 𝗠𝗼𝗻𝗲𝘆 𝘁𝗼𝘂𝗰𝗵𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴. It influences safety, peace of mind, opportunity, even emotional well-being. At 12 years old, I was cleaning houses with my mom and working on construction job sites with my dad... saving every dollar I could. I wasn’t just learning the value of hard work. I was making a vow: I would never feel powerless because of money. I would become the expert. And I would help other women feel powerful, too. I’ve kept that promise. I became one of the youngest CFP® professionals in the country. I have leaned on innovation and built my practice on one simple idea: 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱 𝗳𝗲𝗲𝗹 𝗲𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴—𝗻𝗼𝘁 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗶𝗻𝗴. Now, I serve women who are ready to align their money with what really matters. Not just retire well—but live well. Not just grow wealth—but use it with purpose.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.