Alex Goldstein is a top-producing real estate agent and has acted as investor, developer, and principal in over $50 million of land, commercial and residential real estate transactions.

Alex is the author of three real-estate books, including Home Inc. co-authored with NYT bestselling author Brian Tracy. He also writes for the Huffington Post and has been featured in articles in … Read more

In 2013, Investment News named Wade Pfau one of the “20 people expected to shape the financial advisory industry.” Since then, IN has named him to their lists of industry leaders every year, most recently on their list of “Icons & Innovators” of the financial industry in 2016. He has been recognized with numerous other honors, … Read more

Rob Berger founded the Dough Roller in May 2007. The mission of the Dough Roller is to help people make sense out of the ever-more complicated world of personal finance, investing, and money management. What started out as a simple blog about money has turned into a website enjoyed by nearly 2 million visitors a year. Rob’s articles on personal … Read more

Daniel Prince, CFA, Director, is Head of iShares Product Consulting for BlackRock’s U.S. Wealth Advisory (USWA) iShares business. He is responsible for research and delivering product analyses and insights to intermediary clients and partners.

Prior to this role, Daniel was a member of the iShares ETF Due Diligence team where he reviewed models, recommended lists and platforms for partner firms … Read more

Jack is the President and Chief Executive Officer (CEO) of Junior Achievement USA. Junior Achievement is the world’s largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices.

Today, JA reaches 4.8 million students per year in 109 markets across … Read more

A financial planner for Gen Y and Gen X, Mary Beth Storjohann, CFP® is on a mission to make financial planning fun, educational and accessible for her generation. As Founder of Workable Wealth, Mary Beth applies a fun, albeit no-nonsense approach in working with individuals and couples in their 20s – 40s across the country. Storjohann has 12 years … Read more

Michelle Balconi is a writer and speaker focused on creating connections between children and adults through economics, democracy and immigration. Her Let’s Chat About series with Dr. Arthur Laffer provides a framework for family discussions on important topics through familiar stories to establish a foundation for continued conversations. Before writing, Michelle worked in communications for 15 years alongside technology engineers … Read more

Since Andrew started earning at his first job post college he became fascinated with getting the most out of the money he earned. Working at an Investment Bank as a Data Engineer, nerding out over money and data came with the territory.

He quickly realized that there were not many good places to learn about personal finance and was often … Read more

Tom Anderson is a New York Times bestselling author and nationally renowned financial planning expert. While traditional wealth management focuses primarily on client assets, Tom challenges conventional wisdom by demonstrating the Value of Debt in evaluating individuals’ complete financial picture.

Tom is the founder and CEO of Supernova Companies, a financial technology company that provides a comprehensive platform focused on … Read more

Donald G. Bennyhoff is a senior investment strategist for Vanguard Investment Strategy Group.

He is a member of the group responsible for capital markets research and the asset allocations used in Vanguard’s fund-of-fund solutions, such as the Target Retirement Funds. The group is also responsible for maintaining and enhancing the investment methodology used for advice-based relationships with high-net-worth and institutional … Read more

Rachel Sheedy is Editor of Kiplinger’s Retirement Report, the 90,000 circulation monthly publication for affluent subscribers planning for and living financially secure lives in retirement. Covering retirement for the past 11 years, she has written extensively on Social Security claiming strategies, rules and strategies for IRAs and Roth IRAs, reverse mortgages, and state taxes on retirees. Sheedy has served as … Read more

Douglas P. McCormick has a lifetime of experiences that provide the foundation for the framework, principles and tools in Family Inc. As a professional investor, he has spent two decades managing money for institutional clients such as insurance companies, pension funds, entrepreneurs and high net worth families. Unlike Wall Street money managers who seek to generate paper profits through passive … Read more