FiduciWho

Arias WebsterBerry is an experienced entrepreneur and digital marketing expert with over a decade of success building revenue-driven brands. As Founder and CEO of WebsterBerry Marketing, he has helped hundreds of clients grow through services like web design, sales funnels, social media, CRM, and branding. He also created Launch Ignition AI, a business accelerator that automates marketing systems,...

Wendy S. Meadows is a seasoned family law attorney, former litigator, certified life Coach and mediator. She is also the author of the best-selling book, Sparkle & GRIT, a framework that helps high-achieving women break free from burnout and live on Purpose.  Today, Wendy helps women who’ve “checked all the boxes” but still feel stuck. She blends practical strategies with a compassionate...

Todd Langford is the founder, CEO, and lead developer of Truth Concepts, a financial modeling and education platform used by thousands of advisors across the United States. For more than 30 years, Todd has been at the forefront of financial software development and professional training and is widely regarded as an industry expert in financial mathematics and modeling. He has trained thousands of...

Dr. Douglas Strouse is a seasoned executive consultant, organizational psychologist, author, and leadership catalyst in the Mid-Atlantic business community. He is President of the CEO Club of Baltimore, a nonprofit forum where CEOs collaborate, exchange insights, and grow through peer advisory councils. As Managing Partner of Wexley Consulting, Doug brings decades of experience in leadership devel...

Michael DeLon creates credibility by helping business owners Create a Book Without Writing a Word™. As The Credibility Coach™ and President of Paperback Expert, he helps entrepreneurs clarify their message, position themselves as authorities, and capture more clients through their Amazon Best-Selling book using his proprietary Credibility Marketing System, designed to generate referrals and grow r...

Dalmo Cirne is the author of The 4 Streams of Leadership and a seasoned leader with over three decades of experience spanning leadership, management, technology, and mathematics. A Mathematics graduate of SUNY, Dalmo has built and launched highly successful products, led organizations through significant growth, and participated in an IPO—bringing a rare blend of technical rigor and real-world lea...

Jason Duncan, known as “America’s Exit Coach,” is the bestselling author of Exit Without Exiting and the creator of the proprietary XOS™ Method, which helps entrepreneurs build businesses that thrive without owner dependence. After losing his teaching job in 2010, Jason built a multimillion-dollar company only to discover it was unsellable—an experience that became the catalyst for his life’s work...

Patrick Donohue is the founder and CEO of Hill Capital Corporation, where he leads growth capital investments in entrepreneurial companies across the United States. With more than twenty years of capital markets experience, his expertise spans investing, corporate development, financial modeling, investment research, and investment banking, allowing him to bring a disciplined yet forward-looking a...

Kia Arian is the creative force behind Zine, a boutique marketing agency that helps attorneys, entrepreneurs, and service-based professionals turn leads into loyal fans through high-touch, high-trust, human marketing. Since 2005, Kia has championed the power of tangible marketing, newsletters, postcards, books, magazines, and “shock and awe” packages to break through digital noise and build lastin...

Dennis Harhalakis is a Certified Money Coach (CMC)®, Money Coach Trainer, and the founder of Cambridge Money Coaching . He spent 30 years in financial services before training as a Money Coach, then launched Cambridge Money Coaching to help people better understand and manage the money in their lives. Money Coaching provides a framework for understanding our patterns, behaviours, and emotions arou...

John Kailunas is a first-generation immigrant and visionary leader in financial services with a career spanning more than three decades. Since starting in 1988, he has built a multi-billion-dollar ecosystem that includes Regal Financial Group, Regal Investment Advisors, Regulus Financial Group, LionShare, and Catalyst for Growth, a professional development platform for advisors. Under John’s leade...

Georgiene “Gina” Alsdorf is a nationally recognized ERISA attorney, regulatory strategist, and shareholder at Carlton Fields. With more than two decades in the financial services industry, she has served as a former Department of Labor investigator, in-house counsel for major financial institutions, and advisor to retirement plan providers, insurers, and fintech innovators. Known for translating d...

Barry James Dyke is the founder of Castle Asset Management and the best-selling author of the Pirates of Manhattan series , a cult classic among financial professionals worldwide. With nearly four decades in financial services, Barry has owned a pension consulting firm, a third-party benefits administration firm, and, since 2001, his registered investment advisory practice. He’s sold over 34,000 b...

Karen Falkler, Founder and CEO of Falkler Advisory , is an internationally recognized executive coach, advisor, and keynote speaker. With a unique background blending executive development and physiology, she helps leaders and high performers worldwide accelerate growth, break through limitations, and engage in impactful conversations that drive meaningful change. Karen’s influence has earned her...

Victor Haghani is the Founder and CIO of Elm Wealth , which he launched in 2011 to help families manage and preserve wealth through his pioneering Dynamic Index Investing® approach. He co-authored The Missing Billionaires: A Guide to Better Financial Decisions , named one of The Economist’s Best Books of 2023, and has contributed widely to academic and mainstream publications, including a TEDx tal...

Brian Herriot is an author, speaker, financial advisor, and entrepreneurship coach. He offers a new and different take on wealth-building, lifestyle design, and retirement, building customized, comprehensive Time Freedom Forecasts for his clients in just one day. Brian is working toward a world where everyone has the time and support to define what success means to them, and focus on building char...

Stevyn Guinnip, MS, CWC, is the Founder & CEO of Grow Wellthy™ , where she empowers financial professionals—and their clients—to treat their health like their greatest asset. As a financial advisor’s daughter turned exercise physiologist and certified wellness coach, she blends decades of scientific expertise with real‑world experience to help advisors retire “ wellthy .” After a life‑altering...

Ian Chen is the CEO and Co-Founder of Discotech , the nightlife and music festival discovery app used by over 1.8 million people, boasting a 4.9/5 rating on the iOS App Store. A UC Berkeley grad, Ian began his career at Bain & Company before moving into private equity at The Gores Group. In 2013, he launched Discotech to eliminate the friction of booking tables through human promoters. Today,...

Fritz Gilbert is the founder of The Retirement Manifesto , an award-winning blog dedicated to “ Helping People Achieve a Great Retirement. ” He’s also the author of Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years . After a 33-year career in Corporate America, Fritz retired in 2018 at age 55 and now shares practical lessons to help others navigate their...

Paul Sippil is a forensic retirement consultant who has been exposing hidden fees and conflicts of interest in the 401(k) industry since 2009. Specializing in plans with 300 or fewer participants, Paul helps sponsors and participants make smarter financial decisions through detailed analysis of cost, services, and technology. He’s reviewed thousands of 5500 forms and built a proprietary database t...

Camille Scott Wiles is a retired ICU RN, licensed retirement strategist, and founder of Emerald Diamond Advisors . With over 14 years of commodities investing experience and licenses in 17+ states, she empowers nurses and professionals to overcome financial fear and retire early. Camille is the author of The Umbrella Collection , The Manifestation Collection , and The FIRE Series , blending econom...

Jet Vertz is a retired aviation executive, US Navy veteran, author, and lifelong educator who embodies the American dream. Immigrating from Korea as a young boy with limited English, Jet rose through perseverance to become Vice President at Pratt & Whitney Aircraft , a global leader in aerospace engineering. A Vietnam War-era Navy officer, he later earned degrees in Aerospace Engineering, Comp...

Emma Hall is a Chartered Financial Planner and Trust and Estate Practitioner with 19 years of experience helping individuals and businesses navigate retirement planning, investments, and succession strategies. As Director and Shareholder at 75point3 Ltd , she’s leading the firm’s expansion into Bristol and the Southwest, building strategic partnerships to deliver fully integrated financial plannin...

Steven Zeiger is the Managing Director of Wealth Management at KB Financial and a nationally recognized authority on applying prudent investor guidelines to life insurance selection and portfolio management. Grounded in established asset management doctrines, Steven helps fiduciaries, attorneys, and ultra-high-net-worth families make compliant, data-driven decisions. Before joining KB Financial, h...

Doug C. Brown is the CEO of CEO Sales Strategies and a Sales, Revenue, and Profit Growth Expert. As the creator of the Double Your Sales Methodology , Doug helps businesses and independent sellers dramatically increase sales through a reliable, predictable, math-based system. He has raised close rates by 157% and boosted sales by 4,150% for clients including Tony Robbins and Chet Holmes. Over his...