Only Fee-Only

Tyrone's Bio: Tyrone Ross is the CEO and Co-founder of Turnqey Labs, Inc. and President and Founder of 401 Financial, a registered investment adviser. Formerly as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and Wealt...

Colin's Bio: Colin is the founder of Zizzi Investments along with his brother Brennan. Investing and soccer have been two of his biggest passions for as long as he can remember. Colin studied finance and accounting at American University, where he was also a four year member of the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing profe...

Ann's Bio: I’m also a CFP® and owner of Independent Progressive Advisors , a fee-only Registered Investment Advisor in Portland OR, author of The College Financial Lady blog   (thecollegefinanciallady.com). My blog has approximately 15,000 subscribers in various media (blog, Facebook). In addition, I’m regularly cited in national media (New York Times, US News & World Report) on the subje...

John's Bio: “John is the only financial advisor you’ll ever meet who’s managed over $3 billion and a sushi kitchen.” That’s what it says on my public relations bio at least, and I’d bet it’s true. My path to financial planning was neither straightforward nor easy. That winding road gave me a unique and valuable perspective on investing and life.  After working through the crucible of the 2008...

Kaylin's Bio: When my dad died his life insurance policy was supposed to name my sister and me as the beneficiaries according to his divorce agreement with my mom. It turned out he had changed the beneficiary to his new wife. I was a teenager, and this was my first time learning that there’s no one out there making sure people stick to their legal agreements. It seemed bizarre to me that the...

Matt's Bio: Serving others is at the core of why Matt loves being a wealth manager. By working closely with individuals and families, Matt enjoys getting to know his clients on a personal level and helping them make better financial decisions as their lives evolve. With a natural curiosity in money, markets, public policy and business, Matt is always seeking to expand his understanding within...

Riki's About Me Video: https://www.2point0financial.com/about Social:   https://www.linkedin.com/in/richard-cooke-crpc/ Twitter: @RikisRamblings Music in this episode was obtained from Bensound.

Steven's Bio: Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deli...

Meg's Bio: "I worked in the tech industry straight out of college. Through the first Dot Com Boom. Aaaaand through the crash. When I got laid off. Fun times. In my 30s, I got bored with my work in tech, and I changed careers into financial planning. I also got married, had two babies, moved cross-country twice, went back to school for a graduate degree, bought my first home, decided (I m...

Jon's Bio: Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary in sunny San Diego, California. Jon specializes in providing hourly advice to do-it-yourself investors . Jon is a long-time advocate of simple, low-cost investing. His master’s thesis showed how university endowments can generate more wealth (and take on less risk) by using passive...

Daniel's Bio Hello, I’m Daniel – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, CFP® Professional, financial planner, and Christ-follower. I’m the founder of Wise Stewardship Financial Planning where we offer fee-only, fiduciary financial planning and investment advice with a special focus on young widows and widowers as well as servicemembers and their...

Travis's Bio: Hi! I’m Travis, A CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated...

TJ's Bio: Before launching MWB in the fall of 2018, I worked for several financial planning firms honing my craft behind the scenes and strategizing on how to put the pieces together to build a value-oriented practice. Working in the tech space, I focus on professionals ages twenty-five to forty who have experienced a windfall via equity compensation and are looking to maximize their newfound...

Cyndi's Bio: Cyndi draws on a deep and varied career in the financial industry.  Her career has taken her on a dual path of both individual and corporate investment and risk management.  Early in her career she served as Vice President of Foreign Currency Trading at Bank of America. In addition to trading, she also developed and implemented strategic capital markets risk management programs f...

Jim's Bio: Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades.  While I cherish each client I’ve served,  I came to find the clients I enjoy most: families tha...

Josh's Bio: After 8 years in the industry, Josh discovered the RIA community. He discovered a unique way to network with financial planners - draw them as a cartoon. As he continued to network, Josh realized that FinArt could become a business. His dream is to create content for advisors to easily explain financial concepts in a fun way, and to create content for the public to easily understa...

Colton's Bio: My name is Colton Etherton. I'm The Tattoo Artist Advisor . I'm also a Certified Financial Planner™ practitioner and the owner of Out of the Office Planning. I've worked in finance for nearly a decade.  After growing tired of traditional firms where I seemed to only be helping people that were already wealthy, I decided to launch my own firm and work with people t...

Jamie's Bio: Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.  He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make...

Frank's Bio: A lifelong learner, Frank has been in and around the financial services industry since 2008. During that time, Frank has worked as an investment consultant at a national brokerage firm and as a Wealth Advisor/Co-Chief Investment Officer at a $2.5 billion locally owned, independent advisory firm. With experience from “both sides of the table” Frank set out to build the next genera...

Bio's: Hey there! I’m Drew. (My last name is pronounced “fights”.) I’m from a cornfield about 35 miles southwest of downtown Indianapolis. I now live west of Indianapolis with my wife, Amanda, and our golden retriever puppy, Gus. I love traveling (check out my personal bio page for a few pictures), being outside, getting a lift in at the gym before work, and trying new craft beers. Reading wh...

Nick's Bio: I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly nerd out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE.  This notion that money is simply a tool that we are called to steward in order to...

Treyton's Bio Treyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth. ‍ After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission...

Leo's Bio: My name is Leo Marte. I love helping Christians executives unlock the possibilities of what they can do with their wealth. I currently reside in North Carolina, where my wife and I are raising two beautiful children.   I am a CERTIFIED FINANCIAL PLANNER™ , the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation, and only 4% of CFP® profe...

Tyler's Bio: Why I chose financial planning : It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside from the head knowledge and experience required on my part, taking time to listen, organize, and plan in collaboration is equally important. The communication portion of my work is very fulfilling to me, and it has led to many enduring...

Phil's Bio: My earliest memories of being exposed to the stock market are drawn from experiences with both of my grandfathers. As immigrants without any formal education, investing was a way for them to partake of the American dream and grow their limited but hard-earned wealth. I have memories of being at my grandparents’ home on a Friday night and watching Louis Rukeyser’s “Wall Street Week...