Kirk Chisholm innovative advisory group

Kirk Chisholm


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.

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Barbara Freidberg


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 and Robo Advisor Pros. Her work has been featured in U.S. News & World Report, Yahoo! Finance, Investopedia, GoBankingRates, and many more publications.

miranda marquit

Miranda Marquit


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.

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Megan Gorman


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:

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