Trusted Financial Education Experts

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

Hi, I’m Carolina Valderrama-Baker, the founder of Carval Financial Wellness. Before starting Carval Financial Wellness, I spent 15 years at Freddie Mac, where I trained professionals nationwide, developed financial education programs in English and Spanish, and partnered with lenders, nonprofits, and real estate companies to support first-time homebuyers and expand access to financial education. My work also included national advocacy - appointed by the U.S. Department of the Treasury - appearing on radio and TV to help families during the foreclosure crisis and promoting programs that made homeownership and financial knowledge more accessible. During my tenure at Freddie Mac, I received many accolades and in 2024, I was honored to receive the Latina of Influence Award by Hispanic Lifestyle for my work in the community and excellence in service. My inspiration for starting Carval Financial Wellness comes from a lifelong passion for teaching personal finance and witnessing how deeply money impacts people’s confidence, stress levels, and overall well-being. Even with a strong educational foundation in my own family, I saw early on that financial education is not universal—and that so many people, regardless of background, simply never receive the guidance they need to feel secure and empowered with their money. Throughout my career, the moments that fulfilled me most were the ones spent teaching, simplifying complex topics, and helping someone realize they could take control of their finances. Over the years, I became driven to create a space where financial wellness felt personal, compassionate, and accessible. That passion is what led me to launch Carval: a mission-driven business where I combine expertise, education, and empathy to help people reduce stress, build confidence, and transform their financial lives. Today, I bring all of that experience into my coaching - helping individuals, families, and employees reduce financial stress, make informed decisions, and achieve financial stability and success. By combining expertise, empathy, and cultural understanding, I guide my clients toward lasting financial well-being.

Sha'Kreshia Lewis is a financial educator and the founder of Humble Hustle Finance, a platform dedicated to helping people build sustainable relationships with money through behavioral finance and nervous system–aware financial habits. With nearly a decade of experience in personal finance and a deeply personal journey navigating financial instability, she focuses on helping people create financial systems that reduce stress and support long-term stability. Sha’Kreshia’s work centers on the idea that money decisions are not just mathematical; they are psychological and physiological. She teaches practical strategies that help people regulate financial stress, simplify their money routines, and build consistent habits that support saving, budgeting, and financial resilience over time. Through her writing, educational content, and growing online community, she helps individuals move away from shame-based financial advice and toward sustainable systems that make managing money feel more manageable and less overwhelming. Sha’Kreshia has been featured in Grit Daily for her perspective on turning financial setbacks into opportunities for long-term growth. She regularly speaks about the psychology of money, financial behavior, and how small, consistent systems can help people create stability even when they feel stuck financially. Through Humble Hustle Finance, Sha’Kreshia is committed to making financial education more accessible and helping people build financial habits that support both their economic and overall well-being.

As the CEO and Founder of Crusaders for Change® (C4C), LLC, our team delivers a specialized approach to financial stewardship that focuses on the human heart and the emotional weight of money as much as the numbers. Led by a team of Accredited Financial Counselors®️, we have built a dedicated space where genuine financial healing and long-term freedom are achievable for families from all walks of life. Within the corporate and organizational sector, we developed our signature Financial Wellness Program to directly combat the "silent tax" of financial stress that often plagues the workplace. By addressing these stressors through professional counseling and support, we partner with businesses to improve employee retention, boost productivity, and foster a culture of total well-being. Our commitment to community impact is further realized through our proprietary Community Financial Empowerment Series®, where we offer transformative educational workshops and personalized one-on-one counseling designed to help individuals regain confidence, clarity, and control over their financial futures. We also engage a global audience through the Yahweh’s Money® Podcast, which provides spiritual and practical stewardship guidance, and the Tickle My Money Bone!® platform, which utilizes humor and comedy to demystify complex financial topics and break down the barriers of money-related anxiety. With over two decades of professional experience and a highly decorated history of leadership, our mission remains centered on equipping families and organizations with the tools to transition from financial overwhelm to a future of abundance, resilience, and intentional peace.

Diksha Chawla is a Finance Educator and Founder of FinLecture (finlecture.in), a financial education platform helping salaried professionals in India understand income tax, ITR filing, and personal finance. With an MBA in Finance and 7 years of experience, she simplifies complex tax concepts into practical, example-driven guidance covering income tax planning, HRA exemption, Section 80C, old vs new tax regime, and the new Income Tax Act 2025 transition.

Baruch Mann is an independent financial expert and commentator focused on consumer finance, investing, and personal wealth decision-making. He specializes in analyzing banking products, credit cards, investment platforms, and alternative assets, helping consumers understand costs, risks, and long-term trade-offs before making financial decisions. With years of hands-on experience reviewing financial products and market offerings, Baruch is known for breaking down complex financial topics into clear, practical insights grounded in real use cases and data. His work emphasizes transparency, fair comparisons, and consumer-first analysis rather than promotional narratives.

Eric Bowie is the founder of Smart Money Bro and creator of the 4 Step Financial Reset, a financial framework designed to help working professionals organize their finances and build long-term wealth. He reaches a large audience across multiple platforms, including more than 725,000 YouTube subscribers and 50+ million views, a LinkedIn network of more than 24,000 connections, and more than 8,000 subscribers to his financial newsletter. Eric is the author of two books, Manage Your Way to Millions and How to Buy a Great Used Car with Cash, both focused on practical financial decision-making and long-term financial stability. He has been investing in the stock market for more than 30 years and has owned and managed real estate for more than 25 years. Professionally, Eric has spent more than two decades in federal government service, including nearly 20 years in federal contracting where he manages large financial agreements and enforces financial structure and accountability. Through his content, writing, and financial education platform, Eric focuses on the structural side of personal finance — helping households bring order to income, spending, debt, and investing so they can eliminate financial chaos and build lasting wealth. Eric regularly provides commentary on household finance, financial behavior, wealth-building strategy, debt elimination, and why many high-income households still feel financially stressed.

I'm a mathematics education professor at UNC Pembroke and the founder of Debt Clarity Tools (debtclaritytools.com) — a platform I built to help everyday people understand and eliminate debt using real math, not motivation. My background is in STEM-Mathematics Education. I earned my PhD from NC State University, where my research focused on how people learn complex quantitative reasoning. I've spent years teaching math at the university level, and I became increasingly frustrated that the personal finance world was filled with hype, vague advice, and emotional appeals — but almost no actual mathematical clarity. So I built something different. Debt Clarity Tools offers free, math-powered calculators that help users see exactly what their debt costs them, when they'll be debt-free, and which payoff strategy saves them the most money. The site also offers digital guides and a comprehensive Debt Freedom Blueprint for people ready to create a real plan. My work sits at the intersection of mathematics education and personal finance literacy. I believe most people aren't bad with money — they just haven't seen the numbers clearly. When they do, behavior changes. Topics I speak and write about: Debt payoff strategies (snowball vs. avalanche — and when each works) The hidden math behind minimum payments Why financial literacy needs to go beyond budgeting How educators and academics can create accessible consumer tools The gap between personal finance content and actual financial math I'm available for expert quotes and media features related to personal finance, financial literacy, mathematics education, and content entrepreneurship.

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Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

Priyanka Personal Finance is a trusted personal finance education platform in India, helping individuals make smarter money decisions through easy-to-understand guides, calculators, and financial resources. Learn about SIP investments, mutual funds, income tax planning, government schemes, insurance, credit cards, loans, retirement planning, and wealth creation with practical, beginner-friendly advice designed for Indian investors.

Robert is the Co-Founder of Capital Corner, a free Canadian personal finance education platform dedicated to helping everyday Canadians make smarter decisions around credit, investing, saving, and debt. As the platform's lead researcher and developer, Robert independently evaluates hundreds of Canadian financial products annually — including credit cards, investment accounts, and savings accounts — translating complex financial data into clear, unbiased, and actionable guidance for Canadians at every income level. With over 8 years of personal investing experience across stocks, real estate, and alternative assets, Robert brings a grounded, practical perspective to personal finance that resonates with everyday Canadians who are navigating their financial journey without a background in finance. Backed by Co-Founder and CPA Patti's 30+ years of professional expertise, Capital Corner delivers research and analysis that is both accessible and credible. Patti is the Co-Founder and Senior Financial Advisor at Capital Corner, a free Canadian personal finance education platform serving Canadians nationwide. As a fully certified Chartered Professional Accountant (CPA) with over 30 years of hands-on experience in the Canadian financial industry, Patti brings a rare combination of professional credentials, real-world investment experience, and deep institutional knowledge to every topic Capital Corner covers. Throughout her career, Patti has advised clients across a wide range of industries and income levels on investments, taxation, and long-term financial planning. She maintains an active day trading practice, giving her real-time market insight that goes well beyond textbook theory. Her comprehensive understanding of Canadian tax law, accounting standards, and investment regulations ensures that Capital Corner's guidance is not only practical but fully aligned with current Canadian financial legislation. Patti is available to provide expert commentary on topics including: Canadian personal and small business tax planning, filing, and optimization Investment strategies for Canadians — stocks, ETFs, day trading, and market analysis Capital Corner is able to provide content anything finance related although specializing in: Canadian tax law, CRA regulations, and accounting standards Long-term financial planning and retirement strategies for Canadians TFSA, RRSP, and FHSA tax implications and optimization Wealth management and portfolio diversification strategies Small business financial planning and tax compliance in Canada Best credit cards and savings accounts in Canada (2026) How to start investing in Canada — stocks, ETFs, and real estate Debt reduction strategies and budgeting for Canadians Financial literacy and money management for beginners TFSA, RRSP, and FHSA guidance for everyday Canadians Saving strategies for major life goals — home ownership, retirement, education

When you think about money, how does it make you feel? Safe? Loved? Secure? Nervous? Anxious? Insignificant? Likely, it's a combination of emotions. Financial wellness is top-of-mind right now — or at least it should be. I work directly with globally renowned companies to provide customized, hands-on workshops for their employees, keynote speeches, bylined content, and consulting. Additionally, I provide private coaching services for individuals, couples, and families. We all have a relationship with money, which may even be a secretive one that we opt not to talk about with others. I am here to guide you in reshaping your emotions and relationship with money to help improve your life at home and at work. Let’s work together and explore your emotional relationship with money, which can reduce your anxiety, stress, and depression, while improving your overall health and well-being. Proud member of the Financial Therapy Association. Certified Financial Therapist CFT-I .

Founder of BreakFreeFromDebtNow.com, a personal finance blog helping Americans break free from debt. I cover debt management, credit card strategy, budgeting, and building long-term financial freedom.

Linda Grizely is a personal finance expert and financial wellness speaker who helps people build confidence and clarity with their money. She teaches individuals and organizations how to replace financial overwhelm with empowerment and real-world results. Her approach makes personal finance relatable, practical, and deeply human. She is the creator of the MeMoney™ method, a financial strategy that creates a mindset shift and humanizes your relationship with money. Her core belief is simple: “You deserve to feel confident with money and good about how you spend it™. Linda brings both academic depth and real-life experience, both personally and professionally, to her work. She holds a Master’s Degree in Financial Services and is a CERTIFIED FINANCIAL PLANNER® certificant. She is the 2019 recipient of the Charlotte Danstrom Women of Achievement Award and a 2023, 2024, & 2025 Circle of Excellence Qualifier for Women in Financial Services, recognizing her leadership, excellence, and commitment to helping others achieve financial confidence and success.

Money coach and wealth strategist with nearly a decade of experience helping high earners build wealth intentionally. Co-creator of the Financial Coaching Toolkits, former Financial Coach Academy mentor, podcast guest host, and speaker.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Terrance Amen is the founder of Family Business Circle and author of FBC: Family Business Circle, Creating Generational Wealth Using the Money You're Already Spending. He specializes in generational wealth, family financial systems, cash flow management, consumer spending behavior, financial literacy, retirement strategies, wealth recapture, entrepreneurship, and long-term wealth-building strategies.

Are you enjoying a successful career, but still wondering where all the money goes each month? Do you picture yourself retiring comfortably or taking the vacations you've always dreamed of, yet worry your financial reality may fall short?Or are you at a point in life where you’re wondering if your money is truly working for you? Do you ever look at your income and think, “Why doesn’t it feel like enough?” despite years of hard work and financial stability? For many professional women, balancing bills with income doesn’t feel like it should at this stage in life. I understand. I’ve been there myself. After a major life shift, I faced debt, a low credit score, and no safety net. But a practical plan changed my trajectory, and now I’m passionate about helping others do the same. As an Accredited Financial Counselor , I work with women who are ready to take control of their finances & design a plan that works for their unique life. Together, we clarify spending habits, tackle debt, and create a tailored strategy to reach your financial milestones. Whether it's funding retirement, enjoying life more, or gaining the peace of mind you deserve, I support clients who want their finances to reflect the life they desire. *My mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. For 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝘀, I provide workshops that empower employees to manage their finances confidently, helping them feel supported, valued, and inspired to succeed both personally and professionally as well as enhancing productivity and satisfaction as they learn to achieve their financial goals.𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗠𝗘 𝗧𝗢: Conduct personal finance workshops: https://bit.ly/4fVw96k Speak about personal finance as a panelist or keynote speaker: https://bit.ly/4fVw96k Schedule a free discovery call: https://bit.ly/3Av9yP0 Start a conversation by sending a Direct Message******************************************************Dr. Sev is founder of Bryan Financial Empowerment LLC (dba Sev Talks Money), a financial education and coaching company. She is a member of the Association for Financial Counseling and Planning Education , a graduate of and mentor for the Milestones Circles Program at Nasdaq Entrepreneurial Center, a graduate of the Bank of America Institute Women's Entrepreneurship certificate program at Cornell University and a member of the Henry County Chamber of Commerce.