FiduciWho

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...

Dr. Vonnya Pettigrew, HonD, is the CEO and founder of the Root Branch empire , which includes the award-winning Root Branch Media Group and multiple ventures spanning media, education, and community development. With 27 years of experience as a filmmaker, writer, producer, and director, she has created content for networks like Discovery and TV One, and served clients across government and corpora...

Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college. He started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically as his experience and knowledge about the stock market grew. Brian’s career missio...

Warren Quinn is the CEO of HUMANS AT WORK and a leading voice in purpose-driven leadership and culture. He believes every organization should operate from a core “ Universal Why ”—the personal and professional growth of every individual. Warren helps owners and executives become their best selves and cascade that growth through a culture of fulfillment, driving loyalty, productivity, and profitabi...

Jesse Cramer is the founder and voice behind The Best Interest Blog and the Personal Finance for Long-Term Investors Podcast , where he educates over 25,000 DIY investors and financial advisors every month. With a background in mechanical and aerospace engineering , Jesse has a gift for making complex financial topics surprisingly simple. Today, he brings that same clarity and precision to his wor...

Eric Dyson is a U.S. Naval Academy graduate and former nuclear-trained submarine officer with over 30 years of experience in the financial services industry. A seasoned ERISA advisor , he has worked as both a 3(21) and 3(38) fiduciary on defined contribution and benefit plans. Eric is the Executive Director of 90 North Consulting , where he specializes in conducting ERISA advisor RFPs, fiduciary t...

Michael Bell is a top-ranked real estate broker with over 30 years of experience, specializing in single-party seller representation. As the #1 agent at Sotheby’s International Realty’s Greater Pasadena office since 2015, he has successfully closed over 643 transactions, including more than 50 homes that others couldn't sell. His Wall Street Journal bestselling book, Seller Mistakes , reflects his...

Greg Chasson, PhD, ABPP, is an international keynote speaker, esteemed psychologist, board-certified cognitive-behavioral therapist, researcher, and educator. He is an Associate Professor in the Department of Psychiatry and Behavioral Neuroscience at the University of Chicago, where he also serves as Director of Behavioral Interventions at the Obsessive-Compulsive & Related Disorders Clinic. D...

Malcolm Peace is making Texas feel smaller through his outstanding work with small to midsize businesses across the state. His company, Tsetserra Growth Partners, partners with well-established businesses whose owners are approaching retirement but want to ensure their companies continue to thrive. Malcolm and his team help rewrite the operating playbook while preserving the owner’s culture and im...

Suzanne Campi is a certified professional, co-active coach passionate about helping individuals thrive, especially during the powerful life transition of retirement. While many focus solely on finances, Suzanne guides clients through the equally vital psychosocial aspects of this next chapter: Purpose, Growth, Health, Relationships, Play, Spirituality, Adventure, and Legacy. With a background in p...

John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle, and your retirement plan. John is president of J-Ensley Financial , a registered investment adviser firm in Washington State. He holds a Chartered Financial Consultant® and National Social Security Advisor designations and is one of an elite group of highly trained Bank On Yourself®...

Nathaniel Hovsepian is on a mission to help dads reclaim control over their health, time, and financial future. A former U.S. Marine Corps tank mechanic turned full-time real estate investor, he is the founder of Fit Fatherhood , a thriving community dedicated to helping busy dads strengthen family bonds, prioritize well-being, and excel in their careers without feeling overwhelmed. As the owner o...

Angus Nelson is a leadership coach, strategist, and keynote speaker who helps high-performing entrepreneurs and executives break through plateaus and achieve extraordinary success. As the founder of Evolve Leadership, he combines psychology, emotional intelligence, and proven frameworks to guide clients in overcoming limiting beliefs, aligning purpose with profit, and driving personal growth. He h...

Adam Zuckerman is the Founder of Buried in Work, a company dedicated to simplifying estate planning, end-of-life tasks, and estate transitions for individuals, families, and businesses. An attorney, MBA, and Eisenhower Fellow, Adam brings a diverse background spanning finance, media, consumer packaged goods, and clean energy. Buried in Work is widely regarded as the most comprehensive end-of-life...

Kevin Bupp is a seasoned commercial real estate investor, top podcast host, and author of The Cashflow Investor , with over $1B in real estate transactions. As host of Real Estate Investing for Cash Flow , he shares 20+ years of expertise, guiding millions on profitable commercial real estate investing. Through his private equity firm, Sunrise Capital Investors , Kevin focuses on mobile home parks...

Tina Greenbaum is the founder and CEO of Mastery Under Pressure, LLC , a management coaching program designed for high-performing executives looking to refine and master their interpersonal and interdepartmental skills. Her program not only helps them excel individually but also empowers their teams and associates. Tina is the author of Mastery Under Pressure and works with athletes, artists, spea...

Jenny Hendricks is the founder of Hendricks Farm & Hatchery LLC , a sustainable farm born from her personal health journey. After facing serious health issues, Jenny discovered the profound link between diet and well-being, inspiring her to produce high-quality, ethically-raised meat that met her exacting standards. Recognizing that 99% of animal feed consists of GMO soy and corn, which can po...

Dom Hodgson, from North East England, is known as “ The Pet Biz Wiz ,” and is CEO of Pet Business Marketing Ltd. In 2011, he pioneered the launch of the UK's first Dog Adventure company and is also a highly respected dog trainer who has authored nine books. As one of the world’s leading pet business coaches and marketing strategists, Dom has helped over 1,600 frustrated pet business owners to doub...