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 […]
Lewis, Ben
Ben serves as the Chief Communications Officer at the Financial Planning Association, where he directs all communications and public relations strategies. His responsibilities encompass media relations, organizational messaging, media training, speechwriting, and overseeing all consumer-facing initiatives. Ben collaborates closely with the marketing, conferences, and publications teams to ensure the Association’s public presence is strategic, cohesive, […]
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 […]
Murtha, Frank
Frank Murtha holds a doctorate in Counseling Psychology from The University at Buffalo where he did his dissertation on cognitive errors in gambling behavior. He has taught at numerous colleges including Marist, Baruch, and NYU. In 2001, he co-founded MarketPsych LLC, the first Behavioral Finance consulting firm in North America, where he specialized in helping […]
Johnson, Meredith
Meredith Johnson, CPA, CFP® is a partner at BPM LLP in San Francisco, and leads the Private Client tax practice. Meredith holds an active CPA license in California and is also a Certified Financial Planner practitioner. Her professional leadership roles include serving as State Board Chair of the California Society of CPAs and head of […]
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. […]
Davis, Saundra
Saundra Davis is a Master Certified Coach (ICF MCC), distinguished speaker, and financial wellbeing expert with more than two decades of impact. As the founder and Executive Director of Sage Financial Solutions, she created the Continuum of Financial Wellbeing framework, expanding equitable access to ethical financial services for people of all income levels. She has […]
Sinclair, Cooper
Cooper Sinclair is Vice President of Strategy at Midland Advisory, a unit focused on the RIA marketplace at Midland National Life. His core position functions include establishing and growing sales and distribution opportunities and identifying and executing initiatives that build the advisory annuity business at Midland National within Sammons Financial Group. Prior to leading the […]
Levine, Jeffrey
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in […]