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Pamela Capalad is a Certified Financial Planner and owner of Brunch & Budget, who's been working at boutique firms in the financial services industry for more than seven years. One day, she was sitting around a fire pit with a...

Mary Beth Storjohann, Certified Financial Planner and founder of Workable Wealth, is an author, financial planner and accountability partner working to help clients in their 20s-40s across the country make smart, educated choices with their money. Her recent accolades include the €œ"Top...

Alan Moore, MS, Certified Financial Planner, is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners, a fee-only RIA and financial planning firm managing over $1.5 billion. He is passionate about helping...

Michael Kitces, Certified Financial Planner, is a partner and the director of research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland, that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder...

Ken Moraif, Certified Financial Planner, is a senior advisor at Money Matters, a Dallas-based wealth management and investment firm with $3 billion in assets under management. The firm offers estate and tax planning services, retirement plan consulting and investment management. Ken...

Stacy Francis is the president and CEO of Francis Financial, Inc., a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition. Stacy comes with over...

Shannah Compton Game is a CERTIFIED FINANCIAL PLANNER™ professional with an MBA that prides herself on always thinking outside of the box.  She owns a boutique financial planning firm where she helps individual clients, and a media company, where she...

Jenna Goudreau is the managing editor. She also serves as a vice president and managing editor of CNBC Digital, where she oversees the website CNBC Make It. Prior to joining CNBC in May 2016, she was the deputy editor of...