Alan is the co-founder of the XY Planning Network, the leading organization for fee-only advisors working with next generation clients.He is also the founder of Serenity Financial Consulting, a fee-only financial planning RIA, specializing in Gen X & Gen Y clients.

Corporate Finance / Banking professional with a comprehensive business insight, and a deep understanding of operating and financial models learned through diverse work experiences (banking, e-commerce, private equity investing, and assurance & advisory services). Fascinated by all aspects of business, investing, financial markets and technology since an early age. Highly motivated, enthusiastic and passionate individual with a strong desire to excel. Excellent financial analysis & reporting, financial modeling, due diligence, investment analysis, corporate strategy, presentation & business development skills. Able to connect and relate to all types of individuals in order to achieve a winning mutual relationship. Passionate about advising companies to achieve their full potential and reach their vision. Striving to always create value and make a positive impact for all stakeholders. Strong supporter of youth financial literacy, advancing technology, and entrepreneurship to build a better world. Specialties: Finance, Accounting, Investment Management, Investment Analysis, Private Equity, Venture Capital, Internet, Real Estate, Business Development, and Deal Structuring.

Director of Disruption | Author | Speaker who works tirelessly to Disrupt Generational Poverty™ for everyone so their kids, kids, kids can live a life of privilege.

My career at Thrivent started back in 2010, right out of college. Two weeks after graduation, I moved out to Ann Arbor, MI to work in the back office of my uncles financial planning practice. After getting licensed in the business and a short stint as a pre-ipo sales rep for a small start-up called GrubHub, I decided to give the financial planning career a try from an entrepreneur standpoint rather than an employee. I had the opportunity to build a practice as a solo-advisor and got myself involved in a number of online marketing activities to promote myself and my practice. It all started with a blog at SimonGranner.com, followed shortly by an audio and video podcast where I interviewed successful entrepreneurs around the world. Towards the middle of 2016 I decided to merge my solo financial practice with a long time friend of mine Eric Himmel, who is now my business partner. We co-lead a small but growing practice called Third Coast Group of Thrivent Financial. We have 2 offices, 4 associates and a full time Client Services Coordinator. We help people everyday be wise with money, live generously and fulfill the promises they have made to their loved ones. On a personal level, I have lived downtown Chicago for the last 7 years with my wife and 17 month old baby girl with another one on the way. I enjoy, spending time with family and friends, any adventure sport, playing guitar and trying to golf.

Asset Management Executive with 27 years of Industry Experience in managing Hedge Funds, Mutual Funds and Pension Fund equity strategies.   Expert in executing and designing investment process across traditional and alternative strategies on behalf on institutional and individuals.  Skilled in creating organizational structures that best exploit the investment philosophy and performance objectives within the resource framework.  Demonstrated track record in integrating best practices from research, traditional and alternative investing, and buy side and sell side trading strategies.  Proven ability to meet performance objectives well above industry average profitability.  Mr Divney is Founder and Chief Investment Officer of Beaconcrest Capital Management, LLC. Beaconcrest was formed in 2009 to manage diversified long-short equity strategies for Institutional and High Net Worth clients. The firm philosophy is to provide superior risk adjusted returns while maintaining a capital preservation focus. Beaconcrest integrates a fundamental and quantitative approach to stock picking, while using a robust risk management framework as the foundation for portfolio construction. Prior to founding Beaconcrest, Mr Divney worked at Putnam Investments from 1997 to 2008. He was initially hired to develop its risk management platform, enabling more sophisticated and real time risk analysis by portfolio managers as well as firm managementIn 2000, Mr. Divney transitioned into portfolio management as a Senior Portfolio Manager for the US Core Team. It was here that his Quantitative Stock Ranking methodologies were enhanced, and combined with the fundamental research effort at Putnam. As part of the Core team, Mr Divney functioned as the portfolio manager of various Putnam mutual funds including the Putnam Voyager Fund and lead manager of the Putnam Tax Smart Equity Fund. In 2003, From 2005-2008, Mr. Divney served as the Chief Investment Officer of the Mid Cap Growth team, managing up to $8 billion of Large Cap and Mid Cap growth strategies that included Mutual Funds and Institutional Portfolios.

Offering a fresh and innovative approach through turning climate risk and sustainability from challenge to opportunity. As a way to motivate, embrace risks and create profits where others see only a problem or are in denial. See www.climateriskltd.com. First class writing and communication skills and one of the Huffington Posts signature contributors offering new perspectives and real-time analysis. Fifteen year career in investment management spanning most aspects of the business i.e. designing new investment processes from conception to delivery and transforming business practices and intellectual capital in the process. Helped start ups and early phase businesses design their marketing and business strategies leadening to successful campaigns in fin tech and community energy. Combined with Masters in Finance & Investment, Holistic Sciences and B.A. Economics I am especially able to help investment managers innovate.

If you're interested in starting a podcast but have no clue where to begin, I'm your guy! With over 200 episodes under my belt, I've grown my podcasting platform from absolutely nothing (no list, no audience, no website) to a show that features many of the top entrepreneurs in the world and enjoys thousands of downloads per month. I'm here to help you successfully launch your podcast quickly and easily, even if you have zero podcasting experience. I primarily work with private one-on-one coaching clients and students who take my group podcasting course. Whether working privately or in a group, all of my clients receive the personalized attention they need to help them successfully launch their own show. We cover everything from the nuts and bolts of branding to how to choose the right microphone. So where are you in your podcasting journey? What questions do you have for me? How can I help you successfully launch your podcast sooner than you ever dreamed possible? Drop me a line and I'll get back to you as soon as I'm finished recording my next episode... Cheers! Charlie

Founder Wealth Engineers. Trusted advisor to busy professionals, entrepreneurs, pro athletes, and businesses. Personal finance guru. Excel ninja. Extensive experience valuing publicly and privately-held companies. Travel hacker.

Harry Park has 20+ YOE developing software and leading globally distributed software teams from startup stage to $30B+ enterprise. Currently he serves as Director, Software Engineering at Teladoc Health where he is leading an org of 4 Engineering Managers across 45+ backend, web, and QA automation engineers. He has extensive experience building consumer facing SaaS products in the cloud (AWS) in the domains of health tech and fin tech. Harry is also a startup investor across stages and sectors with multiple successful exits as well as a VC Firm shareholder. Harry holds a BS degree in Electrical Engineering and Computer Science from UC Berkeley.

here to answer your one-off questions on personal finance including budgeting, paying debt, student loans, company benefits, investments, insurance, and more.

Investment and financial planning guidance without the industry jargon.

Management consulting, digital / business / technical architecture, change management, building business agility, transformations - 'traditional' or digital. Work in the UK, USA and across the EU with blue chip clients in Investment Banking, Investment Management and Insurance. Keen technologist with very broad and deep technical expertise. Connect: https://www.linkedin.com/in/jzdrojewski/ Read: https://www.linkedin.com/pulse/innovation-tail-digital-transformation-janusz-zdrojewski/

Results driven Executive offering over 20 years of experience and success in the Internal Audit function; Enterprise Wide Risk Assessments, Annual Audit Plans, Staffing and scheduling, Presentations to Audit Committees and Senior Management, Development and implementation audit methodologies and training initiatives, Hiring and management of staff, and experience in both domestic and international environments.

Virtual Financial Advisor | Certified Retirement Counselor® | Registered Financial Consultant ® | Creator of Your Financial EKG™ | YouTube & Podcast Host

Lee Moulton is the Head of Strategic Partnerships at Breather, a start-up providing hourly office and relaxation space rentals in metropolitan cities. Prior to joining Breather, Lee spent 6 years at Goldman Sachs working in various capacities including as a Client Strategist for the Chairman & CEO of the firm. He also spent time as a member of the Institutional Sales team in the firm's Asset Management Division. Between leaving Goldman Sachs and joining Breather, Lee served as a Business Development consultant to various start-ups including Paay.co, Vayable, Keystats and Work Better. Lee is a Founding Director, at Youth Action International, a humanitarian non-profit organization focused on rebuilding war-torn African countries. Lee obtained a B.A. in Political Science from Amherst College in 2007.