Leslie Inman is a savvy marketing and sales professional who held senior management positions in the corporate, higher education and nonprofit sectors, with in-between gigs as a solopreneur. She’s a serial retiree—having retired three times—and has a deep understanding of the joys and challenges of post-work life. Roxanne Jones is an award-winning freelance writer specializing […]

Eric Rodriguez was born and raised in San Jose, CA. He graduated from San Jose State University and earned his Personal Financial Planning Certificate from UCLA. He founded WealthBuilders, LLC, in 2017. Eric is a CERTIFIED FINANCIAL PLANNER™ and is a member of XYPN Planning Network, Financial Planning Association and the National Association of Personal […]

Anthony M. Calabrese, CFP®, PPC™, CPFA™️, Partner and Senior VP with Beacon Wealth,  has been a LPL Registered Representative since 2005 and has since had extensive experience within the Financial Services Industry. The love for financial success and the passion for delivering financial advice started at a fairly young age for Anthony. Growing up in […]

John L. Smallwood is President of Smallwood Wealth Management and affiliated companies. A CERTIFIED FINANCIAL PLANNER™ professional, provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John’s strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide […]

Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement […]

Bob Kaye is a Personal Wealth Manager who specializes in working with professionals in relation to their retirement benefit plans. He helps individuals and their families transition into retirement and guides them toward achieving financial security. He does this by working with their own advisors as well as his own team of experts. He limits […]

Brian Allen is CEO of Pension Consultants, Inc. Pension Consultants operates with the purpose of improving the financial security of American workers. Each element of our business, from the structure of our teams to the plan management we provide our clients, is designed to give fiduciaries confidence that they’re providing their employees with a good […]

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, and a thought leader in the Sustainable, ESG, and Impact Investing field.  He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial […]

After serving 4 years in the United States Navy, Mike Sloan entered the financial services industry in 1985. His experience includes serving in a variety of positions including personal financial planner for a national firm, Regional Manager for a major life insurance company, and Regional Director for a national benefits consulting firm. Today Mike is […]

Renee Cohen is a financial strategist, partnering with couples to help them achieve confidence and peace of mind on their path to financial wellness. Renee helps her clients have a healthy money mindset & up-level their financial game with customized strategies and solutions to authentically design their retirement lives. Connect with Renee on her Website […]