Kirk Chisholm
WEALTH MANAGER
Kirk Chisholm is a wealth manager and outside the box thinker who provides a different perspective on many commonly held beliefs in personal finance. He has worked in the wealth management industry for over 20 years. He has a rare expertise with alternative investments held in self-directed IRAs which has helped many investors invest in their passion.
He was recently ranked #7 on Investopedia's top 100 most influential financial advisors. and has been featured in a number of major media publications.
Visit Kirk Chisholm at https://innovativewealth.com
Barbara Freidberg
AUTHOR
Barbara Friedberg, MBA, MS is a former investment portfolio manager, author of Personal Finance; An Encyclopedia of Modern Money Management and How to Get Rich; Without Winning the Lottery. Friedberg is a former university Finance and Investments instructor, and publisher of Barbara Friedberg Personal Finance.com and Robo Advisor Pros. Her work has been featured in U.S. News & World Report, Yahoo! Finance, Investopedia, GoBankingRates, and many more publications.
Megan Gorman
CONSULTANT
Megan has spent over 17 years consulting with high net worth corporate executives and entrepreneurs in mastering their wealth. She has worked in client facing roles at Ayco, A Goldman Sachs Company and BNY Mellon. In 2015, she founded her own wealth consulting and management firm, Chequers Financial Management in San Francisco, California.
Megan’s unique experience has allowed her to evolve into a thought leader in tax and personal finance. She is a Senior Contributor in Personal Finance for Forbes. She is regularly quoted in leading publications including The Wall Street Journal¸ CNBC, Reuters and NBC News. Megan can be heard regularly on financial podcasts including SoMoney and The Money Tree Investing Show. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers Law School.
Visit Megan at: www.thewealthintersection.com
Douglas Heagren
Financial Advisor
Meet Douglas Heagren, a devoted husband and father of two, whose personal journey has fueled his passion for helping families navigate the complexities of college planning. Growing up, Douglas faced adversity early on when his father passed away, leaving him to care for his younger sister through college. Witnessing firsthand the financial struggles and challenges of college planning, Douglas became acutely aware of the importance of effective preparation and support.
Motivated by his own experiences, Douglas embarked on a mission to make the college planning process more manageable for families. With over 15 years of experience in the industry, Douglas has honed his expertise and developed a deep understanding of the challenges families face when sending their children to college. Through his dedication, empathy, and unwavering commitment, Douglas strives to empower families to overcome obstacles, secure financial aid, and pave the way for their children's success in higher education.
Visit Douglas at: www.mergentcollegeadvisors.com
Philip Weiss, CFA
Financial Advisor
Phil Weiss started his financial services career in 1987 as a tax professional working for Deloitte & Touche. For the past 25+ years, he has worked extensively in the areas of personal finance and investment management. In addition to being both a CFA charterholder and a CPA, Phil is currently pursuing the Registered Life Planner designation.
Phil focuses his Registered Investment Advisor (RIA) business on providing financial planning, personal finance, and investment management services and education to women facing new beginnings.
Phil has served as a featured media spokesperson and has written weekly commentary on investment- and income tax-related topics. He continues to blog regularly for Apprise.
Visit Phil Weiss at https://apprisewealth.com/
Miranda Marquit
JOURNALIST
Miranda is a freelance journalist and professional blogger specializing in personal finance, small business, and investing topics.
When not working, she spends time with her son traveling, reading, and enjoying outdoor activities.
See what Miranda is up to at mirandamarquit.com
