Kallsen, Terri
Terri Kallsen is an accomplished wealth management executive known for leading high-impact strategic initiatives. As Head of Partnerships at Rise Growth Partners, she oversees enterprise transformation, strategic planning, organic growth initiatives, client experience, and platform and performance reporting enhancements. She works closely with RIA leaders on succession planning and valuation strategies. Previously, Terri served as […]
Goren, Matt
Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education at scale. He combines lessons from his teaching experience with best practices in adult education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and has won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE. Matt is […]
Kreider, Margo Steinlage
With over 15 years of experience in the health insurance industry and a law degree, Margo Steinlage Kreider is a nationally recognized expert in Medicare and the Affordable Care Act (ACA). Leading a trusted and experienced team that serves thousands of clients, she collaborates with wealth managers, CPAs, and HR leaders nationwide to seamlessly integrate […]
Sullivan, Brent
Brent Sullivan is the founder and editor of Tax Alpha Insider, a 3x weekly newsletter focused on taxable wealth planning for high-net-worth and ultra-high-net-worth families. His career includes time on fixed-income trading floors as an analyst, a separate career as a software developer, a brief stint in venture capital, and, as of 2023, as an […]
Wallace, Joaquin E
Dr. Joaquin Wallace is a nationally recognized leader in behavioral finance and generational wealth development. He is the creator of the Seven-Stage Generational Wealth Model® and the Financial Genetic Code®, frameworks that help financial professionals better understand and influence client behavior. An accomplished speaker, educator, and consultant, he integrates emotional well-being, neuroscience, and financial planning […]