Haughton, David
David brings estate planning insight from roles inside the legal, financial, and tech industries. Before his role as VP of Estate Planning at Carson, he was Senior Corporate Counsel at Wealth.com, and Team Lead, Advanced Planning at Commonwealth Financial Network®, Member FINRA/SIPC. Before that, he was in private practice as an estate planning attorney. A […]
Frazier, Brendan
Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally-recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors […]
Slabaugh, Joy
Joy Slabaugh is a CERTIFIED FINANCIAL PLANNER™ professional, licensed therapist, and educator specializing in the psychological and relational dynamics of wealth. With advanced degrees in taxation and mental health counseling, she bridges the gap between financial strategy and human connection, helping high-net-worth individuals, couples, and financial advisors navigate the complexities of wealth with greater clarity, […]
Ricard, Ron
Ron Ricard is one of fewer than 150 people nationwide designated as a Certified Exchange Specialist®, as accredited by the Federation of Exchange Accommodators. He has taught 1031 tax exchange accredited courses to tens of thousands of investors, real estate and tax professionals, financial planners and attorneys over the past 24 years and is known […]
Moore, Hannah
Hannah Moore, CFP®, is the founder of Guiding Wealth, a Texas-based RIA firm, and Amplified Planning, a company dedicated to training the next generation of financial planners. She created and hosts The Externship, an 8-week virtual program that provides students, career changers, and professionals with an inside look at the diverse paths in financial planning. […]