Dr. Preston Cherry is the founder of Concurrent Financial Planning, president of the Financial Therapy Association and head of financial planning at the Austin E. Chofrin School of Business and director of the Charles Schwab Center for Personal...
Stevyn Guinnip, a "Wellth advisor," is CEO and founder at Grow Wellthy.
Sindhu Joseph is founder and CEO at CogniCor.
Joy Lere is a licensed clinical psychologist and co-founder of Shaping Wealth.
Govinda Quish is CEO and co-founder at Fabric.
Laxmi Ramanath is founder and CEO at La Meer Inc.
Lacey Shrum is founder and CEO at Smart Kx
Marcel Tsai is senior director of advisor platforms at Apex Fintech Solutions.
