Recognized Wealth Management Leaders 2025

I understand that your financial success is the result of hard work, dedication, and…

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

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.

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.

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.

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.

I am an experienced wealth management and fintech marketing communications leader who has quantifiably shown how to drive greater demand. With over 15 years of experience delivering marketing strategies for fintechs and financial service firms, I have been sought out to create, from the ground up, the messaging and marketing programs that will quantifiably move the needle in driving brand awareness and revenue opportunities for an organization. After years of delivering marketing programs, I can anticipate challenges, get in front of them, and deliver on-time, on-budget solutions. Over the course of my career, I have had the good fortune to learn how to optimize marketing best practices and professional development. It gives me great pleasure when I am able to share what I have learned with my team and create an environment that allows for their professional growth and development.

In 2015, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 million in assets. Bachelor of Science, Massachusetts Institute of Technology (MIT), 1997 CERTIFIED FINANCIAL PLANNER™ (CFP®), 2003 Chartered Financial Analyst (CFA), 2006 Accredited Estate Planner® (AEP®), 2024

As a Senior Wealth Advisor and Partner at Croak Capital, I specialize in guiding high net worth families through the complexities of wealth. My approach blends technical financial expertise with an understanding of what matters most to my families. Whether its designing multi-generational estate plans, managing concentrated equity positions, or investing in private assets including private equity, hedge funds, or real estate I bring clarity to complexity. I believe true wealth advising goes beyond investments - it's about stewardship. That's why I regularly contribute insights on private wealth trends, family governance, and client experience excellence. If you're seeking a partner who can serve as your families CFO, quarterback your financial life, and bring a white-glove level of service, I and my team are here to help.

Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

I work with busy successful individuals and families who are looking to take control of their financial future without getting bogged down in confusing details. With over 13 years of experience, I help high earners and those approaching retirement make smart, impactful decisions confidently. As a flat-fee fiduciary, my mission is clear: to provide you with honest, personalized guidance that brings peace of mind. If you're unsure about hiring a financial advisor, let’s hop on a call. I’ll guide you on the right questions to ask, so you can confidently find the perfect advisor for your needs, no strings attached.

Kieran provides customized investment and retirement strategies for individuals…

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.

As the Head of Wealth Management at Arcwood, I bring two decades of experience helping families pursue their long-term financial goals. My passion for personalized, comprehensive retirement planning remains central, empowering clients with strategies that inspire confidence in their financial futures. I am grounded in honesty and strong ethics and prioritize my client's needs, creating tailored financial programs for lasting success. Outside work, I enjoy family time, swimming, and supporting causes like Make-A-Wish Arizona, The American Heart Association, and TGen's Center for Rare Childhood Disorders. 602.338.9307 | www.arcwood.com

Dana is an investment management executive with 20+ years of experience in product structuring, marketing, fundraising, investor relations and corporate communications. Before spending the last few years building LUXUS in WealthTech, Dana worked as a Managing Director at Blackstone, Harbinger and with other prominent hedge funds and family offices. She began her career as a lawyer at Schulte Roth & Zabel. Dana has a BA from the University of Vermont and a JD from Benjamin N. Cardozo School of Law.

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 a Financial Planner at Veritas Wealth Management and Dave Ramsey's SmartVestor Pro…