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🀫 Gratitude · the financial agents

The people who look after your money.

Gratitude to the financial advisors, wealth managers, RIAs, and planners who help human beings grow and protect what they have earned. Celebrated from public work, with a cited source on every card. Find or get discovered locally in the 🀫 Yellow Pages.

All championsThe Apple 1024

34 of 1024 Β· celebrated from public information, cited on every card.

RE

Ric Edelman

Co-founder of Edelman Financial Engines and a three-time Barron's number-one ranked independent financial advisor inducted into its Advisor Hall of Fame.

Edelman Financial Engines (founded Fairfax, VA)

riafinancial planninginvestor educationretirement
Why we celebrate them

He built one of America's largest independent RIAs on the belief that plain-spoken, low-cost planning belongs to everyone, not just the wealthy.

Wikipedia β†—
PM

Peter Mallouk

President and CEO of Creative Planning, ranked number one on Barron's Top Independent Financial Advisors list three years running.

Creative Planning (Overland Park, KS)

riawealth managementfinancial planningfiduciary
Why we celebrate them

He grew a single-family practice into a national fiduciary firm by keeping comprehensive, conflict-free advice at the center of every client relationship.

Firm bio β†—
RC

Ron Carson

Founder and CEO of Carson Group and one of the first independent advisors inducted into Barron's Advisor Hall of Fame.

Carson Group / Carson Wealth (Omaha, NE)

riawealth managementadvisor coachingplanning
Why we celebrate them

He turned his own practice into a coaching movement that helps thousands of independent advisors serve families better.

Firm bio β†—
MK

Michael Kitces

Head of planning strategy at Buckingham Wealth Partners and publisher of the Nerd's Eye View research blog read by financial planners nationwide.

Buckingham Wealth Partners / Kitces.com

financial planningresearchcfp educationfee models
Why we celebrate them

He is the profession's most trusted teacher, giving advisors the rigorous research they need to serve clients honestly.

About β†—
MC

Marguerita Cheng

CEO of Blue Ocean Global Wealth, a CERTIFIED FINANCIAL PLANNER and CFP Board director who champions diversity in financial planning.

Blue Ocean Global Wealth (Gaithersburg, MD)

financial planningcfpdiversityretirement income
Why we celebrate them

She meets people where they are, translating complex planning into practical steps and opening the profession to underrepresented voices.

CFP Board bio β†—
CC

Cathy Curtis

Founder and CEO of Curtis Financial Planning, a fee-only RIA focused on the financial lives of independent women.

Curtis Financial Planning (Oakland, CA)

fee-onlywomen's financefinancial planningria
Why we celebrate them

She built a niche practice around self-made women, delivering holistic, conflict-free planning to a group the industry long overlooked.

Firm bio β†—
DB

Douglas Boneparth

President and founder of Bone Fide Wealth, a New York CFP practice focused on millennials, young professionals, and entrepreneurs.

Bone Fide Wealth (New York, NY)

financial planningmillennialscfpfiduciary
Why we celebrate them

He speaks directly to a generation navigating student debt and first real money, with straight talk instead of sales pitches.

CFP Board bio β†—
CR

Carl Richards

CERTIFIED FINANCIAL PLANNER and creator of the Behavior Gap, whose Sketch Guy column ran weekly in The New York Times for a decade.

Behavior Gap (Utah)

behavioral financefinancial planningcfpclient education
Why we celebrate them

With a Sharpie and one drawing, he makes the human side of money clear, showing people that behavior matters more than stock picks.

About β†—
JB

Josh Brown

CEO and co-founder of Ritholtz Wealth Management and a longtime CNBC commentator known as The Reformed Broker.

Ritholtz Wealth Management (New York, NY)

riawealth managementfinancial mediafiduciary
Why we celebrate them

He left the commission world to build a transparent RIA and explains markets to everyday investors without the usual Wall Street spin.

Firm bio β†—
BR

Barry Ritholtz

Co-founder, chairman, and chief investment officer of Ritholtz Wealth Management and host of Bloomberg's Masters in Business podcast.

Ritholtz Wealth Management (New York, NY)

riainvestment strategyfinancial mediabehavioral finance
Why we celebrate them

He pairs evidence-based investing with a relentless focus on avoiding costly mistakes, a rare voice of candor in financial media.

Wikipedia β†—
RW

Rebecca Walser

Founder of Walser Wealth Management, a tax attorney and CERTIFIED FINANCIAL PLANNER recognized multiple times on Investopedia's Top 100 Advisors list.

Walser Wealth Management (Tampa, FL)

wealth managementtax planningcfpretirement
Why we celebrate them

Her rare mix of tax-law and planning credentials lets her protect clients' wealth with strategy few advisors can match.

Firm bio β†—
RS

Ramit Sethi

Author of the bestseller I Will Teach You To Be Rich and host of a Netflix personal-finance series on money and behavior.

I Will Teach You To Be Rich

personal financebehaviorfinancial educationauthor
Why we celebrate them

He reframes money around a person's rich life, giving young earners a systems-based way to spend and invest without guilt.

Wikipedia β†—
LB

Lazetta Rainey Braxton

Co-founder of 2050 Wealth Partners, a virtual fee-only firm, and a nationally recognized advocate for diversity in financial planning.

2050 Wealth Partners (virtual / New York, NY)

fee-onlyfinancial planningdiversityfirst-generation wealth
Why we celebrate them

She serves first-generation wealth-builders and the sandwich generation, and she works to make the whole profession look like America.

Firm profile β†—
RD

Rianka Dorsainvil

Co-founder and co-CEO of 2050 Wealth Partners and a CERTIFIED FINANCIAL PLANNER named to Investopedia's most influential advisors list.

2050 Wealth Partners (virtual)

fee-onlyfinancial planningnext-gen clientsdiversity
Why we celebrate them

She built her practice for younger professionals and first-generation wealth-builders, proving planning belongs to every age and background.

Advisor profile β†—
LB

Louis Barajas

One of the first Latino CERTIFIED FINANCIAL PLANNERS and a CFP Board director who has spent his career bringing financial dignity to underserved communities.

International Private Wealth Advisors (Santa Fe Springs, CA)

financial planninglatino communitycfpfinancial dignity
Why we celebrate them

Raised in East LA, he built his practice on Finances Con Corazon, championing families the industry never bothered to serve.

CFP Board bio β†—
WS

Winnie Sun

Managing director and founding partner of Sun Group Wealth Partners, a Forbes-ranked advisor and CNBC Financial Advisor Council member.

Sun Group Wealth Partners (Irvine, CA)

wealth managementfinancial planningfinancial mediawomen's finance
Why we celebrate them

She left a big firm to build an independent boutique and has become one of the most visible women advisors teaching people to take charge of their money.

Wikipedia β†—
SG

Sheryl Garrett

Founder of the Garrett Planning Network, which pioneered hourly, as-needed fee-only planning to reach the middle market.

Garrett Planning Network

fee-onlyhourly planningmiddle marketcfp
Why we celebrate them

She built a nationwide network so that objective, competent advice could be bought by the hour, no minimum account required.

Network site β†—
HE

Harold Evensky

Chairman of Evensky and Katz / Foldes and a pioneering wealth manager often called the dean of financial planning.

Evensky and Katz / Foldes Wealth Management (Coral Gables, FL)

wealth managementfinancial planningresearchacademia
Why we celebrate them

He helped turn financial planning into a genuine profession and pioneered the core-and-satellite approach that many advisors use today.

Wikipedia β†—
DK

Deena Katz

Co-founder of Evensky and Katz and a Texas Tech financial-planning professor, one of the profession's most influential women.

Evensky and Katz / Foldes Wealth Management; Texas Tech University

wealth managementfinancial planningpractice managementacademia
Why we celebrate them

She wrote the practice-management playbook a generation of planners learned from and helped train the profession's next leaders.

Firm team β†—
SD

Sophia Bera Daigle

Founder of Gen Y Planning, a fee-only virtual firm, and a CNBC Financial Advisor Council member focused on millennial clients.

Gen Y Planning (Austin, TX)

fee-onlymillennialsfinancial planningvirtual advice
Why we celebrate them

She left traditional firms to build subscription-based planning for people in their 20s and 30s making their biggest life decisions.

Firm bio β†—
BD

Blair duQuesnay

Lead advisor at Ritholtz Wealth Management, a CFA and CFP known for her New York Times essay urging investors to reconsider their male broker.

Ritholtz Wealth Management (New Orleans, LA)

riafinancial planningwomen advisorsfiduciary
Why we celebrate them

She builds sustainable plans for clients while pushing the industry to make room for more women in advice.

Firm bio β†—
RF

Rick Ferri

CFA charterholder, low-cost index-investing advisor, and host of the Bogleheads on Investing podcast.

Ferri Investment Solutions

index investinglow costhourly advicecfa
Why we celebrate them

A pioneer of index funds in the RIA world, he now gives hourly, as-needed advice that puts investors' costs first.

Bogleheads wiki β†—
DY

Dasarte Yarnway

Founder of Berknell Financial Group and author of Young Money, a next-generation advisor bringing advice to underserved communities.

Berknell Financial Group (Princeton, NJ)

rianext-gen clientsdiversityauthor
Why we celebrate them

He started his own RIA at 24 and co-founded a community to bring access, education, and advice to people the industry left out.

Financial Planning profile β†—
MT

Manisha Thakor

CFA and CFP, founder of the financial-wellbeing consultancy MoneyZen and a longtime advocate for women's financial literacy.

MoneyZen

financial wellbeingwomen's financecfpauthor
Why we celebrate them

After decades in the industry she reframed money around calm and enough, helping people align finances with their deepest values.

About β†—
KF

Ken Fisher

Founder and executive chairman of Fisher Investments and a Forbes columnist for more than three decades.

Fisher Investments (Camas, WA)

money managementinvestment strategyauthorria
Why we celebrate them

He built one of the largest independent money managers in the country and made market thinking accessible to millions of readers.

Wikipedia β†—
TJ

Ted Jenkin

Co-founder and CEO of oXYGen Financial, a wealth-management firm built for Generation X and Y, and a CNBC Financial Advisor Council member.

oXYGen Financial (Alpharetta, GA)

wealth managementgen x and ytax planningfinancial media
Why we celebrate them

He left a big financial institution to build advice around younger families, meeting them where they actually live their financial lives.

Wikipedia β†—
ER

Eric Roberge

CERTIFIED FINANCIAL PLANNER and founder of Beyond Your Hammock, a fee-only firm serving professionals in their 30s and 40s.

Beyond Your Hammock (Boston, MA)

fee-onlyfinancial planningprofessionalsfiduciary
Why we celebrate them

He sells no products and earns no commissions, giving mid-career clients objective advice on using money to build the life they want.

Firm site β†—
LS

Larry Swedroe

Longtime director of research at Buckingham Strategic Wealth and author of numerous books translating academic finance for everyday investors.

Buckingham Strategic Wealth (St. Louis, MO)

researchevidence-based investingauthorwealth management
Why we celebrate them

He was among the first to explain the science of investing in plain language, arming clients against Wall Street's costly stories.

Bogleheads wiki β†—
AR

Allan Roth

Founder of the fee-only advisory firm Wealth Logic and a CPA and CFP whose motto is Dare to be Dull.

Wealth Logic (Colorado Springs, CO)

fee-onlylow costfinancial planningauthor
Why we celebrate them

He champions ultra-simple, ultra-low-cost investing and writes candidly to help ordinary people avoid needless fees.

Bio β†—
DB

David Bach

Bestselling author of The Automatic Millionaire and a former Morgan Stanley financial advisor turned financial educator.

FinishRich Media

personal financeauthorautomatic savingfinancial education
Why we celebrate them

He turned one simple idea, paying yourself first automatically, into a practical habit that helped millions start building wealth.

Wikipedia β†—
RW

Roger Whitney

CERTIFIED FINANCIAL PLANNER and host of the Retirement Answer Man podcast, an award-winning voice on retirement planning.

Retirement Answer Man / Agile Retirement (Fort Worth, TX)

retirement planningcfpfinancial mediacoaching
Why we celebrate them

After 25 years advising clients, he now helps people rock retirement, focusing on living well today without sacrificing tomorrow.

Bio β†—
TM

Tim Maurer

CERTIFIED FINANCIAL PLANNER, chief advisory officer at SignatureFD, author, and CNBC and Forbes contributor on behavioral money.

SignatureFD (Atlanta and Charlotte)

financial planningbehavioral financecfpauthor
Why we celebrate them

His guiding line, that personal finance is more personal than it is finance, keeps clients' real priorities at the center of every plan.

Firm bio β†—
SO

Suze Orman

Personal-finance author and former financial advisor whose books and long-running television show reached a mass audience.

Suze Orman Media

personal financeauthorfinancial educationmedia
Why we celebrate them

She took blunt, empowering money talk to millions, especially women, insisting that financial security is within reach for regular people.

Wikipedia β†—
CS

Charles Schwab

Founder and chairman of The Charles Schwab Corporation, the discount-brokerage pioneer that widened access to investing for individuals.

The Charles Schwab Corporation (Westlake, TX)

brokerageinvestor accesswealth managementfounder
Why we celebrate them

He tore down the barriers of high-commission Wall Street so that everyday people, and the advisors who serve them, could invest affordably.

Wikipedia β†—
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What this is, and isn't.

A celebration of the Financial Advisors community, assembled entirely from public information as an act of credit and gratitude. It is not a claim of endorsement, affiliation, sponsorship, or partnership by anyone featured. Every person is real and publicly documented, with a cited source of truth on their card; we never invent a person or a claim, and we prize accuracy over speed. Anyone featured can ask to be updated or removed at any time. Names and marks belong to their owners.