Expert Financial Planning Consultants

I have worked in the financial services industry since 2011, holding a variety of roles across both large institutions and boutique firms. My experience includes working with major organizations such as State Street Bank and Morgan Stanley, as well as smaller, independently owned firms. In 2024, I left Morgan Stanley to become a partner at Town Square Wealth Management & Consulting. Town Square Wealth Management & Consulting is a locally owned boutique firm focused on providing comprehensive financial planning and advice to business owners and recent retirees. In addition to holding the CFP® designation, I am a Certified Exit Planning Advisor (CEPA), helping business owners prepare for and navigate the eventual sale of their businesses. I strongly believe that thoughtful planning is the foundation of every successful client relationship. After working within large corporate environments, I came to believe that serving hundreds of clients at once does not allow for the level of care and attention clients deserve. Our firm is intentionally structured to remain highly personal, allowing us to deliver focused, meaningful guidance rather than operating as a high-volume practice.

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.

Kris Alban, AIF®, is a Financial Planner at BSG Advisers, a fiduciary-based financial planning firm headquartered in Apex, North Carolina. With a background in financial technology and a passion for simplifying complex financial topics, Kris brings a unique blend of innovation and personalized service to his clients. He specializes in long-term wealth planning, retirement strategies, and financial wellness education, helping individuals and families navigate their financial journeys with clarity and confidence. Kris is also a contributor to industry publication. where he shares insights on financial wellness and retirement planning. Prior to joining BSG Advisers, Kris co-founded iGrad, a San Diego-based financial technology company that provides AI-powered financial wellness solutions to employers, financial institutions, and educational institutions. As Executive Vice President, he played a pivotal role in developing the Enrich Financial Wellness platform, which serves over 20,000 employers and more than 300 financial institutions.

Hi, I'm Clint Haynes, Founder and President of NextGen Wealth. I am married to my best friend, Christa, and we had our first child, Harper, on my 40th birthday (the best gift I could ever get!). We love food, craft beer, and traveling. You can count on us hitting up a few of the local delicacies & breweries on just about every vacation. I also love golf, and as I write this, my goal is to get to a single-digit handicap, although I think it might be getting worse. 😔 So, now that you know a little about personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today. I’ve been in the financial planning and financial services industry since 2001. It’s all I’ve ever known as a career choice, and I hope it stays that way for as long as I’m capable. After being in the industry for a few years, it became quite apparent to me that there was really no difference between financial services firms – they all basically did the exact same thing. With that in mind, I pursued and earned my CFP certification. Becoming a Certified Financial Planner allowed me to launch NextGen Wealth, where I focus on adding deep value to your financial journey. I’m especially passionate about helping clients navigate the shift from their working years into a fulfilling retirement. Through our patented COLLAB Financial Planning Process, we develop solutions in every area of your financial life so that you can go into retirement with confidence, knowing that it will be fulfilling, purpose-driven, and meaningful, all laid out in a way that actually makes sense and will get you even more excited about the next stage in your life. For more than 10 years, NextGen Wealth has been dedicated to delivering a massive return on investment for our clients. Our impact is backed by data and industry accolades: we were honored as a Top 50 Investment Adviser in 2024 and recognized as a leading Grandview Financial Planner for 2025, achieving a 95% quality score for our service standards. If this sounds like the type of financial advisor you want to work with, then let us help you create a plan for your life after work and explore ways to find fulfillment in your golden years. I want to ensure that this final third of your life is everything you’ve always dreamed of (and more) while also providing you with the emotional and behavioral support that comes with transitioning into retirement.

A founding partner at Chesapeake Financial Planners, Jeff Judge is a seasoned guide for busy professionals navigating financial transitions. With nearly two decades of experience, Jeff specializes in helping clients manage complexity during pivotal moments like retirement, business exits, and sudden wealth events. Known for his calm, empathetic approach, he helps clients gain clarity and control through Chesapeake’s signature R.U.D.D.E.R. Method™. Jeff holds multiple advanced designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Estate Planner (AEP®). He’s been recognized as a Five Star Wealth Manager in Baltimore Magazine from 2017 through 2026. In addition, Chesapeake Financial Planners has provided educational outreach including leading financial literacy workshops for Fortune 500 and mid-sized companies throughout the Baltimore and DC metro areas. Shaped by his working-class roots and early experience juggling financial responsibilities, Jeff brings grounded empathy and professional-level clarity to every client conversation. When he’s not advising, he’s a passionate home cook, lover of Baltimore sports, fan of concerts and stand-up comedy, and sideline soccer dad.

Derrick Schuler is a CERTIFIED FINANCIAL PLANNER® professional with Schuler Wealth Planning located in Columbus, OH. He brings more than 20 years of experience in the banking and financial services industry and has worked for several large financial firms throughout his career. He helps clients retire comfortably with confidence. As a fee-only, fiduciary CFP®, he offers traditional ongoing financial planning services for a flat fee, or one-time plans for those that don’t want to transfer assets or pay ongoing fees.

My name is Marcel Santos and I am a CERTIFIED FINANCIAL PLANNER professional and Wealth Advisor at Cetera Investors in the Metro DC area. My team and I work with individuals and businesses developing financial plans, for a planning fee, that include: -Asset Management-Investment Strategies -Retirement Accumulation-Retirement Distribution plans -Tax-efficient strategies-Legacy Planning and Wealth Transfer strategies 240-485-1505 ext. 221Marcel.Santos@ceterainvestors.comwww.marcelsantoswealth.comCetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Everyone, and/or business, should have a customized financial plan to suit their needs. Listening to my client’s goals, dreams and stories allows me to get a true understanding of what is important to them. After understanding you, I can adjust my services to the clients needs to build a financial plan that is customized to your needs. Send me a message for more information on:-Modern Financial Plans-Insurance-Investments-Business planning-Group benefits My team includes a series of specialists to provide expert advice so you can feel confident your plan will be successful in attaining your true desires, needs and overcome any challenges you may have in your current financial plan. We are all unique, and we all deserve a plan as unique as you.

When people ask why I became a financial planner and started Austin Creek Capital, I think about the part-time job I had when I was a student at UC-Berkeley in the late 1990s. I worked for a website publisher who landed a contract to build a personal finance website for Microsoft. My job? To build a database of personal finance questions and answers.Like most 20-year-olds, I knew very little about personal finance, so I went to a local bookstore, found the business section, and bought a big stack of books about investing, saving, tax optimization, and home buying. I read them all and was intrigued. Yes, I could use this knowledge to build the Q&A database for Microsoft, but more importantly, I realized, this kind of knowledge could help people build better lives. Life went on. I finished my degree in political science and started a new career in information technology with Charles Schwab. I learned a lot, and I enjoyed my work supporting Schwab’s financial advisors. I kept getting promoted, and Schwab kept growing, spreading out from its Bay Area roots. By 2019, I was managing employees who were thousands of miles away from my office. I’d spent two decades with Schwab by this time, and I was starting to feel like I needed a change. But a change to what? As I considered new career paths, something occurred to me: When friends or family needed financial advice, I was the person they usually asked. I liked this role. I liked helping people weigh their options as they tried to meet their goals. And, of course, this reminded me of that part-time job I had in college, two decades earlier, which sparked my initial interest in finance. Along with this, I’d also become a husband, and then a father during this time of transition. With a new family at home, the idea of owning my own business was appealing.And so began Austin Creek Capital, in 2021. My firm takes its name from Northern California’s Austin Creek, which flows through land that’s been home to several generations of my family. Like its namesake, Austin Creek Capital seeks to be a constant for our clients. We work to provide a source of financial guidance our clients can count on to make the best decisions for their future.Ready to talk about building your best financial future? Reach out anytime: 415-322-9314

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.

Nick is a fee-only financial planner and founder of ClearMind Capital, where he works with individuals and families navigating major life and financial transitions. He has spent 8+ years in the financial planning profession, advising clients on retirement planning, tax strategy, investment design, and long-term decision-making. Nick earned the CERTIFIED FINANCIAL PLANNER™ designation in April 2023 and also holds the ChFC® and CLU® designations. He is a founding member of the Integrative Wealth Advisor (IWA®) designation, a newly launched professional standard focused on aligning financial planning with broader life priorities and well-being. He is frequently sought out for his ability to explain nuanced financial topics...such as retirement readiness, Social Security planning, portfolio construction, and the behavioral side of money—in a way that is clear, grounded, and accessible. Nick brings real-world context and thoughtful perspective to personal finance, making him a trusted resource for journalists seeking clarity, insight, and meaningful analysis.

I work with busy successful individuals and families who are looking to take control of their financial future without getting bogged down in confusing details. With over 13 years of experience, I help high earners and those approaching retirement make smart, impactful decisions confidently. As a flat-fee fiduciary, my mission is clear: to provide you with honest, personalized guidance that brings peace of mind. If you're unsure about hiring a financial advisor, let’s hop on a call. I’ll guide you on the right questions to ask, so you can confidently find the perfect advisor for your needs, no strings attached.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

I'm a Certified Financial Planner® with over a decade of experience helping individuals and families build wealth and create financial freedom. In 2022, I made a major life change myself—leaving the U.S. to follow my dream of living in Portugal. That decision wasn't just about money, but about designing a life filled with freedom, purpose, and joy. Now, I specialize in helping high-achieving women do the same. I guide my clients in investing, managing their wealth, and aligning their money with their values—so they can step into the life they've always envisioned. Whether that means early retirement, financial independence, or a lifestyle abroad, my mission is to help you turn your financial success into a dream life you truly love.

I am an Investment Advisor and Financial Planner for Lighthouse Financial, LLC. I lead our financial planning department and work with clients to help them achieve their financial goals. I’ve developed comprehensive financial plans for Lighthouse Financial clients since 2009. I received my Certified Financial Planner credential from Boston University and am a Qualified Kingdom Advisor.I bring exceptional dedication, attention to detail, analytical expertise and personalized client service to my work for Lighthouse Financial. My goal is for our clients to lead the best possible life by helping them make the best possible use of their financial resources.