Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.
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Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.
Preston Cherry specializes in helping members of Generation X live their best financial lives while he teaches the next generation of professionals.
Clare Dubé coaches people in resolving their financial conflicts while teaching financial self-care to those in the helping professions.
Alyson Burkett was inspired by a familiar creature to found a practice based on providing advice in a nonthreatening atmosphere.
Jeff Smith and Jennifer Scherer joined forces to educate clients and the public about financial and physical wellness.
Padric Scott always planned to become a doctor. Then he got curious about money, finance and investing.
Sam Philbrook took the lessons in leadership and service he learned in the Army to serve his clients and community.
Kevin Tostado uses his skills developed as an Emmy-winning filmmaker to help clients achieve their financial dreams.
Bronwyn Martin brings the analytical skills she learned in the scientific field to provide advice to ‘the millionaires next door.’
JD Moya, who said he ‘was Hispanic before Hispanic was cool,’ built an insurance brokerage empire inspired by a mythical icon.
Thomas “T” Priester discovered he belongs in the industry and created a space for others to belong as well.
Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.
Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.
Stacy Lang Kahan and her daughters are building upon the tradition passed down by her father.
Alex Chan helps his clients plan and protect multiple generations of their families.
Ronnie Kaymore traded in the football field for an agent’s license. He helps dozens of NFL and NBA athletes plan their financial futures.
