Presenting the 40 Under 40
Senior financial adviser, FJY Financial
CEO, Buckingham Asset Management and BAM Advisor Services
Head of retirement research, Morningstar
Director of financial planning, Clark Nuber P.S.
CEO and founder, Financial Freedom Wealth Management Group
Vice president, Merrill Lynch Wealth Management
Financial planning program director, William Paterson University
Chief wealth officer, Dignitas
President, Geneos Wealth Management
President, Michael A. Dubis Financial Planning
Financial adviser, Twelve Points Wealth Management
President, Finance for Teachers
Principal and director of wealth management, Aspiriant
Partner and director of research, Pinnacle Advisory Group
Managing director and director of investment operations, Altair Advisers
Head of behavioral finance, Merrill Lynch Wealth Management
President, Concentric Private Wealth
Adviser and chief operating officer, Mosaic Financial Partners
President, Wealth Management Marketing Inc.
Partner, Larson Financial
Principal, Balasa Dinverno Foltz
Financial planner, TrustCore Financial Inc.
Director of financial planning — Western U.S., BMO Private Bank
Founder/Co-founder, Serenity Financial Consulting Group/XY Planning Network
Chief investment strategist, Capital Investment Advisors
Branch manager, Ameriprise Financial
Professor of retirement income, The American College
Managing director, The Princi Group at Morgan Stanley
Principal and financial adviser, MOR Wealth Management
Executive VP, Personal Capital
Wealth manager and partner/associate professor of personal financial planning, Evensky & Katz Wealth Management/Texas Tech University
Managing director and partner, HighTower
Founder and CEO, Hearsay Social
President and chief compliance officer, Diversify Inc. and DFPG Investments Inc.
Wealth strategist and partner, Herbein Wealth Management
Chief financial officer, Blue Ocean Global Wealth
President and founder, AQuest Wealth Strategies
Founder and CEO, LearnVest Inc.
President and founder, FPPad