Mark J. Kohler
CPA, Business Attorney
Referenced with source materials from markjkohler.com.
Michael Kitces
Co-Founder, XY Planning Network
Referenced with source materials from linkedin.com.
Suze Orman
Financial Advisor and Author
Referenced with source materials from linkedin.com.
Lisa Greene-Lewis
CPA & Tax Expert, TurboTax
Referenced with source materials from linkedin.com.
Ramit Sethi
Author & Personal Finance Expert
Referenced with source materials from en.wikipedia.org.
Robert W. Wood
Tax Attorney
Referenced with source materials from woodllp.com.
Tom Wheelwright
CEO, WealthAbility
Referenced with source materials from wealthability.com.
Barbara Weltman
Tax Attorney, Author
Referenced with source materials from sba.gov.
Jean Chatzky
Financial Journalist, Author
Referenced with source materials from linkedin.com.
Rick Ferri
Founder, Ferri Investment Solutions
Referenced with source materials from rickferri.com.
Robert Kiyosaki
Entrepreneur and Author
Referenced with source materials from en.wikipedia.org.
Sallie Krawcheck
CEO, Ellevest
Referenced with source materials from linkedin.com.
Anita Campbell
CEO, Small Business Trends
Referenced with source materials from smallbiztrends.com.
Anthony Scaramucci
Founder, SkyBridge Capital
Referenced with source materials from scaramucci.net.
April Walker
Tax Policy Manager, AICPA
Referenced with source materials from linkedin.com.
Ben Franklin
Financial Advisor and CEO of Franklin Advisors
Referenced with source materials from franklinwealthadvisors.com.
Ben Horowitz
Co-founder & Partner, Andreessen Horowitz
Referenced with source materials from en.wikipedia.org.
Ben Robinson
Founder, Bookkeeping Mastery
Referenced with source materials from bookkeepingmastery.com.
Catherine W. Smith
Tax Attorney, Smith & Associates
Referenced with source materials from linkedin.com.
Cathy B. Allen
Tax Attorney, Allen & Associates
Referenced with source materials from linkedin.com.
Christine Benz
Director of Personal Finance, Morningstar
Referenced with source materials from linkedin.com.
Clara Shih
CEO, Hearsay Systems
Referenced with source materials from hearsaysystems.com.
Cynthia Clement
Financial Advisor, Wealth Planning Group
Referenced with source materials from linkedin.com.
Cynthia Cox
Tax Attorney and Partner at Cox Law Group
Referenced with source materials from coxlawgroupinc.com.
Dave Ramsey
CEO, Ramsey Solutions
Referenced with source materials from en.wikipedia.org.
Diane G. Swonk
Chief Economist, Grant Thornton
Referenced with source materials from grantthornton.com.
Elena M. Torres
Financial Advisor, Torres Financial Group
Referenced with source materials from torresfinancialgroup.com.
Elizabeth M. Johnson
Financial Advisor
Referenced with source materials from elizabethjohnsonfp.com.
Eric J. Nisall
Founder, ACCOUNTINGPROSE
Referenced with source materials from linkedin.com.
Francine J. Lipman
Professor of Law, UNLV
Referenced with source materials from unlv.edu.
Garrick Hileman
Head of Research, Blockchain.com
Referenced with source materials from garrickhileman.com.
Gerri Walsh
Financial Advisor, CFP
Referenced with source materials from financialplanning.com.
Grace Lee
Financial Advisor
Referenced with source materials from linkedin.com.
Grant Cardone
Entrepreneur and Real Estate Investor
Referenced with source materials from ca.wikipedia.org.
Heather A. Sweeney
Business Attorney, Sweeney Law
Referenced with source materials from sweeneylaw.com.
Howard Dvorkin
Founder, Debt.com
Referenced with source materials from en.wikipedia.org.
Ilyce Glink
Real Estate Expert and Author
Referenced with source materials from linkedin.com.
J. K. Lasser
CPA Firm Partner
Referenced with source materials from linkedin.com.
James D. McCray
Business Attorney
Referenced with source materials from mccrayfirm.com.
James L. Harris
CPA Firm Partner, Harris & Co.
Referenced with source materials from harrisandco.com.
Jason Fried
Co-founder & CEO, Basecamp
Referenced with source materials from linkedin.com.
Jean A. Chatzky
Financial Journalist & Educator
Referenced with source materials from en.wikipedia.org.
Jeffrey W. Stein
CPA, Financial Advisor
Referenced with source materials from linkedin.com.
Jessica L. Huang
CPA Firm Partner, Huang & Associates
Referenced with source materials from huangcpas.com.
John Garrett
CPA Firm Partner
Referenced with source materials from linkedin.com.
Josh Brown
CEO, Ritholtz Wealth Management
Referenced with source materials from linkedin.com.
Karen Kahn
Partner, Kahn & Associates
Referenced with source materials from kahnassociates.com.
Katherine O'Meara
Financial Advisor
Referenced with source materials from katherineomeara.com.
Kelley Long
Certified Financial Planner
Referenced with source materials from financialblisscoach.com.
Kelly Fristoe
CEO, Fristoe Financial
Referenced with source materials from linkedin.com.
Ken McElroy
Real Estate Investor and Author
Referenced with source materials from kenmcelroy.com.
Kenji Kawai
CPA Firm Partner
Referenced with source materials from kawaiandassociates.com.
Kerry Hannon
Career and Money Expert
Referenced with source materials from kerryhannon.com.
Kristen McCormick
Financial Advisor, McCormick Financial
Referenced with source materials from mccormickfinancial.com.
Laura K. McCoy
Enrolled Agent, Tax Advisor
Referenced with source materials from linkedin.com.
Linda C. Fischer
Business Attorney & Consultant, Fischer Law Group
Referenced with source materials from linkedin.com.
Lisa K. Roberts
Financial Advisor, Roberts Financial Group
Referenced with source materials from kbafinancial.com.
Louise B. Johnson
CPA, Johnson and Associates
Referenced with source materials from johnsoncpa.com.
Marie E. N. Hines
Financial Advisor
Referenced with source materials from mariehines.com.
Marie Forleo
CEO, Marie Forleo International
Referenced with source materials from marieforleo.com.
Mark Cuban
Entrepreneur and Investor
Referenced with source materials from linkedin.com.
Mark Fendrick
Professor of Health Management and Policy, University of Michigan
Referenced with source materials from linkedin.com.
Mark Johnson
Tax Attorney, Johnson Law Group
Referenced with source materials from linkedin.com.
Mark R. Johnson
Financial Advisor, Johnson Wealth Management
Referenced with source materials from linkedin.com.
Matt Horwitz
Founder, LLC University
Referenced with source materials from llcuniversity.com.
Michael A. Smith
Financial Advisor, Smith Wealth Management
Referenced with source materials from register.fca.org.uk.
Michael J. Andrews
Financial Advisor, Andrews Wealth Management
Referenced with source materials from linkedin.com.
Michael J. Rossi
CPA Firm Partner, Rossi & Associates
Referenced with source materials from rossiassociates.com.
Michael Kitces, CFP
Expert Contributor
Frequently referenced in thefacturation.com editorial coverage.
Mike McGlothlin
CPA and Tax Advisor
Referenced with source materials from linkedin.com.
Nellie Akalp
CEO, CorpNet
Referenced with source materials from corpnet.com.
Patrick L. Williams
Founding Partner, Williams Tax & Consulting, LLC
Referenced with source materials from linkedin.com.
Preston Pysh
Investor, Author, Host of The Investor's Podcast
Referenced with source materials from theinvestorspodcast.com.
Rachel Cruze
Personal Finance Expert, Ramsey Solutions
Referenced with source materials from linkedin.com.
Rachel Thompson
CPA Firm Partner, Thompson & Associates
Referenced with source materials from linkedin.com.
Ramon Ray
Small Business Expert, Smart Hustle Media
Referenced with source materials from ramonray.com.
Ramona Ortega
CEO, My Money My Future
Referenced with source materials from mymoneymyfuture.com.
Ric Edelman
Financial Advisor & Author
Referenced with source materials from en.wikipedia.org.
Rick Kahler
Founder, Kahler Financial Group
Referenced with source materials from linkedin.com.
Rita Keller
CPA Firm Consultant
Referenced with source materials from linkedin.com.
Robert Keebler
CPA, Partner at Keebler & Associates
Referenced with source materials from linkedin.com.
Robert T. Kiyosaki
Author, Financial Educator
Referenced with source materials from en.wikipedia.org.
Roberta Anderson
Tax Attorney
Referenced with source materials from linkedin.com.
Sabrina D. Corlette
Partner, Corlette Law Group
Referenced with source materials from linkedin.com.
Samantha B. Schreiber, CPA
Partner, BDO USA
Referenced with source materials from linkedin.com.
Samuel R. White
CPA Firm Partner
Referenced with source materials from whitestonecpa.com.
Sarah Green Carmichael
Senior Editor, Harvard Business Review
Referenced with source materials from hbr.org.
Sophia W. Lee
Chief Financial Officer, TechFinance Inc.
Referenced with source materials from linkedin.com.
Susan J. Adams
Financial Advisor, Adams Wealth Management
Referenced with source materials from adamswealthmanagement.com.
Tom H. Ellis
Tax Attorney
Referenced with source materials from tomellislaw.com.
Tom W. Anderson
CPA Firm Partner, Anderson & Co.
Referenced with source materials from linkedin.com.
Tyler Crowley
Entrepreneur and Investor
Referenced with source materials from tylercrowley.com.
Dr. Emma R. Carter
Tax Attorney, Carter & Associates
Referenced with source materials from carterlawfirm.com.
Rami K. Kichloo
CPA, Kichloo CPA Firm
Referenced with source materials from linkedin.com.
Samantha L. McCarty
CPA and Tax Consultant
Referenced with source materials from linkedin.com.
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