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.

Visit Kirk Chisholm at

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.

megan gorman

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.

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Tim Baker, CFA

Financial Advisor

Tim Baker, CFA is the Founder & CEO of Metric Financial, a Registered Investment Advisor dedicated to helping clients lower costs and improve results through factor investing.  Prior to starting Metric, Mr. Baker held product development and strategy roles at a number of firms, including, among others, BlackRock/iShares. There he held numerous roles, most poignantly as a Product Strategist in the firm’s Smart Beta Exchange Traded Fund group.  He graduated from University of Wisconsin – Madison in 1994 with a degree in Political Science.  He is a CFA charter holder and has experience in the financial industry dating back to 1996.

Visit Tim at:

Tim Baker Money Tree Investing Podcast
Philip Weiss Financial Advisor

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

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.

See what Miranda is up to at

miranda marquit
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