Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in … Read more

Jonathan Clements is the founder of HumbleDollar.com and author of nine personal finance books, including his latest, From Here to Financial Happiness: Enrich Your Life in Just 77 Days. Born in England and educated at Cambridge University, Jonathan spent almost two decades at The Wall Street Journal in New York, where he was the newspaper’s personal finance columnist. He … Read more

Mary Beth Franklin is a contributing editor for InvestmentNews and is a nationally recognized expert in Social Security claiming strategies.  Formerly a Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance, Mary Beth has been working in the finance industry for years.  She frequently speaks and writes about current research on retirement … Read more

Jamie Hopkins, Esq., CFP®, RICP®, is a professor at The American College and Director of the New York Life Center for Retirement Income. Hopkins is a well-recognized writer, speaker and thought leader in the area of retirement income planning. His most recent book, Rewirement: Rewiring The Way You Think About Retirement, details the behavioral finance issues that hold … Read more

Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal.

He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected … Read more

Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. He is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New … Read more

Marc Levinson is an independent historian, economist, and journalist. He was formerly finance and economics editor of The Economist in London and spent a decade working with institutional investors as an economist for J.P. Morgan Chase in New York. His book The Box: How the Shipping Container Made the World Smaller and the World Economy Bigger has become a classic, … Read more

Joel Comm is a New York Times bestselling author, blockchain enthusiast, professional keynote speaker, social media marketing strategist, live video expert, technologist, brand influencer, futurist and eternal 12-year old. With over two decades of experience harnessing the power of the web, publishing, social media and mobile applications to expand reach and engage in active relationship marketing, Joel is a sought-after … Read more

Michael Batnick is the director of research at Ritholtz Wealth Management, an RIA headquartered in New York City. He sits on the investment committee and is responsible for portfolio construction and in-house risk management strategies. Michael is the author of the Irrelevant Investor blog, where he aims to educate people about investing. Michael is the co-host of the weekly podcast, … Read more

Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is on a mission to help change the concept of retirement. He wants to help everyone dream, plan, and live out a life focused on the things he or she cares about most. He has invested his entire 25+ year career as a financial planner helping people make their wealth work for them as … Read more

Sam Ball is a UK-based TEDx speaker and investor who saved and invested his student loan while studying accounting and finance at Durham University. He made returns of over 70% in his first year in the stock market and has since diversified his portfolio into art and cryptocurrencies. He currently works in personal tax and is studying to become a … Read more

Paul is a CERTIFIED FINANCIAL PLANNER^TM Professional with the Wealth Consulting Group. He graduated from Johns Hopkins University with a Bachelor’s Degree in Economics and has been recognized throughout his career for both his professional achievements and outstanding community service in the Greater San Diego Area. His dedication to achieving both personal and professional excellence began early on … Read more

Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms.

Swedroe’s mission is to educate people on the what he believes … Read more

Paul Merriman is a nationally recognized authority on mutual funds, index investing and asset allocation. He founded a Seattle-based investment advisory firm in 1983, but is now retired and devoted to educating investors, through weekly articles on Marketwatch.com. In 2013 Merriman created The Merriman Financial Education Foundation, dedicated to providing comprehensive financial education to investors, with information and … Read more