Wealth Preservation Experts 2025

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.

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

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.

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.

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.

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.

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As a tax attorney, wealth consultant, and entrepreneur, I offer my clients a unique 360-degree view of their financial lives. From tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

Since 1996, I have helped clients invest, protect, and transfer their wealth in a tax-friendly way. Locker Wealth Management will help you to develop, implement, and monitor a plan to:- save and invest your funds with a risk-appropriate strategy to address your retirement, college, income, and aspirational needs;- help protect your wealth from shrinkage due to taxes, settlement costs, or healthcare needs by coordinating our efforts with your tax, insurance, & legal advisors;- help you take care of the people and organizations that are important to you, during life & after your passing, in a tax-friendly way.

Driven leader working with investments since 2007. My passion is empowering people to focus on living their life rather than worrying about their finances, which I pursue through diligent research and a consultative approach grounded in market history and behavioral finance. Skilled in public speaking, due diligence, research, reporting, consulting, and portfolio management. I enjoy helping people and value personal integrity.

Harold Wenger, Jr. a seasoned financial expert & a partner at Kingsview Partners has over four decades of experience in wealth management. Harold's holistic approach goes beyond traditional investments strategies which integrates elements like liability management, insurance and access to lenders that ultimately helps his clients reduce terms on liabilities and ensure that they achieve their desired financial goals. He also makes full use of the strengths of risk assessments and behavioral finance studies which provides his clients enough margin to easily sustain any unforeseen future challenges. Harold works closely with his clients to get to know their unique circumstances which helps him understand the importance of long term planning and actively assist those who wish to have a comprehensive and strategic approach towards their financial future. His unique approach & unmatched expertise in the world of financial management allows him to assist his clients achieve their financial goals while mitigating their risk exposure and securing sustainable financial futures.

Sascha Drache is CEO of Ratgeber Stiftung and one of Germany’s most experienced advisors in the field of foundations, asset protection, and long-term wealth structuring. With more than 17 years of practical experience and involvement in the establishment and management of over 700 foundations, he combines legal, fiscal, and entrepreneurial perspectives into holistic solutions for entrepreneurs, professionals, and family-owned businesses. His work focuses on using foundations as strategic instruments for asset protection, tax optimization, succession planning, and sustainable corporate governance. Unlike purely theoretical approaches, Sascha Drache emphasizes practical implementation, long-term viability, and clear structures that can be integrated into everyday business life. He is a frequent expert contributor to leading German media outlets and regularly speaks on the strategic use of foundations for medium-sized companies and private wealth planning. His advisory approach is characterized by clarity, independence, and a strong focus on safeguarding assets across generations.

Over a decade of experience creating successful teams, exceeding sales goals, and developing effective marketing strategies for the private investment space. Through lead generation, networking, and various marketing tools, Kelly has helped raise over $500 million dollars of capital from individual private investors for several industries. She is an innovative problem solver and a natural leader focused on the big picture.

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.

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.

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

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.