A directory of the vetted experts and authoritative institutions powering our editorial analysis. We prioritize transparency and rigorous sourcing in every debate.
Suze Orman
Financial Advisor and Author
Referenced with source materials from en.wikipedia.org.
Robert Kiyosaki
Entrepreneur and Author
Referenced with source materials from es.wikipedia.org.
Dave Ramsey
CEO, Ramsey Solutions
Referenced with source materials from en.wikipedia.org.
Jean Chatzky
Financial Journalist, Author
Referenced with source materials from linkedin.com.
Michael Kitces
Co-Founder, XY Planning Network
Referenced with source materials from linkedin.com.
Mark J. Kohler
CPA, Business Attorney
Referenced with source materials from markjkohler.com.
Barbara Weltman
Tax Attorney, Author
Referenced with source materials from sba.gov.
David Bach
Financial Advisor & Author
Referenced with source materials from en.wikipedia.org.
Sallie Krawcheck
CEO, Ellevest
Referenced with source materials from linkedin.com.
Ramit Sethi
Author & Personal Finance Expert
Referenced with source materials from en.wikipedia.org.
Tiffany Aliche
Financial Educator, Founder of The Budgetnista
Referenced with source materials from linkedin.com.
Anthony Pompliano
Co-Founder, Pomp Investments
Referenced with source materials from twitter.com.
Barbara Corcoran
Businesswoman, Investor, Author
Referenced with source materials from es.wikipedia.org.
Elizabeth Warren
U.S. Senator
Referenced with source materials from es.wikipedia.org.
Liz Weston
Personal Finance Expert and CFP
Referenced with source materials from linkedin.com.
Seth Godin
Marketing Expert, Author
Referenced with source materials from sethgodin.com.
Cathy Wood
CEO, ARK Invest
Referenced with source materials from linkedin.com.
Erin Lowry
Author and Personal Finance Expert
Referenced with source materials from erinlowry.com.
Lisa Greene-Lewis
CPA & Tax Expert, TurboTax
Referenced with source materials from linkedin.com.
Mark Cuban
Entrepreneur and Investor
Referenced with source materials from es.wikipedia.org.
Ric Edelman
Financial Advisor & Author
Referenced with source materials from en.wikipedia.org.
Robert W. Wood
Tax Attorney
Referenced with source materials from woodllp.com.
Janet Yellen
U.S. Treasury Secretary
Referenced with source materials from es.wikipedia.org.
Marie Forleo
CEO, Marie Forleo International
Referenced with source materials from marieforleo.com.
Michele Cagan
CPA and Author
Referenced with source materials from michelecagancpa.com.
Rachael O'Meara
Founder, Rachael O'Meara LLC
Referenced with source materials from rachaelomeara.com.
Ramon Ray
Small Business Expert, Smart Hustle Media
Referenced with source materials from ramonray.com.
Rick Ferri
Founder, Ferri Investment Solutions
Referenced with source materials from rickferri.com.
Tom Wheelwright
CEO, WealthAbility
Referenced with source materials from wealthability.com.
Adam Grant
Organizational Psychologist, Wharton Professor
Referenced with source materials from en.wikipedia.org.
Brett King
CEO, Moven
Referenced with source materials from en.wikipedia.org.
Brian Krebs
Investigative Journalist, Krebs on Security
Referenced with source materials from krebsonsecurity.com.
Caitlin Long
CEO, Avanti Financial Group
Referenced with source materials from linkedin.com.
Carmen Reinhart
Chief Economist, World Bank
Referenced with source materials from es.wikipedia.org.
Cathie Wood
CEO, ARK Invest
Referenced with source materials from twitter.com.
Chris Guillebeau
Author, Side Hustle
Referenced with source materials from instagram.com.
Christine Benz
Director of Personal Finance, Morningstar
Referenced with source materials from linkedin.com.
David J. Neff
Financial Advisor, Principal at Global Wealth Solutions
Referenced with source materials from linkedin.com.
David Rosenberg
Chief Economist, Rosenberg Research
Referenced with source materials from rosenbergresearch.com.
Eswar Prasad
Professor of Trade Policy, Cornell University
Referenced with source materials from en.wikipedia.org.
Gary Vaynerchuk
CEO, VaynerMedia
Referenced with source materials from linkedin.com.
Jason Fried
Co-founder & CEO, Basecamp
Referenced with source materials from linkedin.com.
Jim Cramer
Host, Mad Money
Referenced with source materials from thestreet.com.
Jim Rogers
Investor, Author
Referenced with source materials from es.wikipedia.org.
John Ulzheimer
Credit Expert, Formerly Equifax and FICO
Referenced with source materials from johnulzheimer.com.
Josh Brown
CEO, Ritholtz Wealth Management
Referenced with source materials from linkedin.com.
Kelley Long
Certified Financial Planner
Referenced with source materials from financialblisscoach.com.
Laura Shin
Crypto Journalist & Author
Referenced with source materials from laurashin.com.
Mark Suster
CEO, UpWest Labs
Referenced with source materials from twitter.com.
Mark Zandi
Chief Economist, Moody's Analytics
Referenced with source materials from linkedin.com.
Michelle Singletary
Personal Finance Columnist, The Washington Post
Referenced with source materials from en.wikipedia.org.
Mohamed El-Erian
Chief Economic Advisor, Allianz
Referenced with source materials from twitter.com.
Nouriel Roubini
Professor of Economics, NYU Stern School of Business
Referenced with source materials from nyu.edu.
Peter Schiff
CEO, Euro Pacific Capital
Referenced with source materials from es.wikipedia.org.
Raghuram Rajan
Former Chief Economist, International Monetary Fund
Referenced with source materials from en.wikipedia.org.
Richard Florida
Professor, University of Toronto
Referenced with source materials from linkedin.com.
Richard Thaler
Nobel Prize-winning Economist
Referenced with source materials from en.wikipedia.org.
Robert T. Kiyosaki
Author, Financial Educator
Referenced with source materials from en.wikipedia.org.
Sara Thompson
Financial Advisor, Thrive Wealth Management
Referenced with source materials from linkedin.com.
Adrian S. J. Pringle
Tax Attorney and Estate Planner
Referenced with source materials from linkedin.com.
Alyssa K. Silver
Tax Attorney and Financial Advisor
Referenced with source materials from linkedin.com.
Andreas M. Antonopoulos
Bitcoin Advocate & Educator
Referenced with source materials from linkedin.com.
Andrew Lo
Professor of Finance, MIT Sloan School of Management
Referenced with source materials from en.wikipedia.org.
Andrew Yang
Former Presidential Candidate, Entrepreneur
Referenced with source materials from linkedin.com.
Angela Financial
Financial Advisor and CFP
Referenced with source materials from linkedin.com.
Anita Campbell
CEO, Small Business Trends
Referenced with source materials from smallbiztrends.com.
Anne Boden
CEO, Starling Bank
Referenced with source materials from linkedin.com.
Anthony D. Momper
CPA Firm Partner
Referenced with source materials from reidgen.com.
Anthony Lewis
CEO, RSK
Referenced with source materials from linkedin.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.
Arianna Huffington
Founder, Thrive Global
Referenced with source materials from thriveglobal.com.
Barbara Stanny
Financial Educator
Referenced with source materials from barbarastanny.com.
Barry Paperno
Credit Consultant
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.
Beth Kobliner
Financial Advisor and Author
Referenced with source materials from bethkobliner.com.
Bill Gates
Co-founder, Microsoft and Philanthropist
Referenced with source materials from gatesnotes.com.
Bill Gurley
Venture Capitalist, Benchmark Capital
Referenced with source materials from linkedin.com.
Blaine Aikin
CEO, Fiduciary Wealth Partners
Referenced with source materials from linkedin.com.
Bobby O'Connor
CPA Firm Partner
Referenced with source materials from linkedin.com.
Brian D. Becker
Professor, Supply Chain Management, Ohio State University
Referenced with source materials from fisher.osu.edu.
Brian Keating
CEO, Smart Pricing
Referenced with source materials from smartpricing.com.
Brian Kelly
Founder, The Points Guy
Referenced with source materials from thepointsguy.com.
Cal Newport
Author, Deep Work
Referenced with source materials from calnewport.com.
Cameron Huddleston
Author & Personal Finance Expert
Referenced with source materials from cameronhuddleston.com.
Carl Richards
Financial Advisor, Author
Referenced with source materials from linkedin.com.
Carrie Schwab-Pomerantz
President, Charles Schwab Foundation
Referenced with source materials from linkedin.com.
Catherine Coley
Former CEO, Binance US
Referenced with source materials from linkedin.com.
Catherine L. Mann
Global Chief Economist, Citibank
Referenced with source materials from en.wikipedia.org.
Catherine Mann
Chief Economist, OECD
Referenced with source materials from oecd.org.
Catherine O'Neil
Founder, O'Neil Data Consulting
Referenced with source materials from linkedin.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.
Cathy B. Hwang
Professor of Law, University of Utah
Referenced with source materials from linkedin.com.
Cathy M. Wright
Financial Advisor, Secure Financial Services
Referenced with source materials from linkedin.com.
Chamath Palihapitiya
CEO, Social Capital
Referenced with source materials from linkedin.com.
Chas Roy-Chowdhury
Head of Taxation, ACCA
Referenced with source materials from linkedin.com.
Chelsea Brennan
Founder, Smart Money Mamas
Referenced with source materials from smartmoneymamas.com.
Cheryl H. Williams
CPA, Partner at Williams & Associates
Referenced with source materials from linkedin.com.
Cheryl McHugh
CPA, McHugh Accounting
Referenced with source materials from linkedin.com.
Chirag Patel
Founder & CEO, CreditJeeves
Referenced with source materials from linkedin.com.
Chris Giancarlo
Former Chairman, CFTC
Referenced with source materials from chrisgiancarlo.com.
Chris Skinner
Author & Speaker
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.
Cynthia F. Wooten
Financial Advisor, Wooten Financial Services
Referenced with source materials from linkedin.com.
Dan Ariely
Ariely's Behavioral Economics
Referenced with source materials from danariely.com.
Dan Schutzer
CISO, Identity Protection
Referenced with source materials from linkedin.com.
Daniel Altman
Economist and Author
Referenced with source materials from danielaltman.com.
Daniel C. Beh, CPA
Financial Advisor
Referenced with source materials from linkedin.com.
Daniel Pink
Author, Behavioral Science Expert
Referenced with source materials from danpink.com.
David A. Johnson
Tax Attorney, Johnson Law Group
Referenced with source materials from johnsonslawfirm.com.
David Allen
Productivity Consultant and Author
Referenced with source materials from gettingthingsdone.com.
David B. Thompson
Tax Attorney, Thompson Legal Group
Referenced with source materials from linkedin.com.
David Brear
CEO, 11:FS
Referenced with source materials from linkedin.com.
David C. Adams
CEO, Adams Consulting Group
Referenced with source materials from linkedin.com.
David C. Baker
Business Consultant and Author
Referenced with source materials from linkedin.com.
David Cowan
Partner, Bessemer Venture Partners
Referenced with source materials from bvp.com.
David Dollar
Senior Fellow, Brookings Institution
Referenced with source materials from brookings.edu.
David H. Maister
Consultant and Author
Referenced with source materials from en.wikipedia.org.
David L. Henson
Business Attorney
Referenced with source materials from amazon.com.
David M. Smith
Tax Attorney, Smith Law Group
Referenced with source materials from linkedin.com.
David McGarry
Certified Financial Planner
Referenced with source materials from mcgarrywealth.com.
David McGuire
Director, Financial Fraud Law Office
Referenced with source materials from linkedin.com.
David McKnight
Financial Advisor, Author
Referenced with source materials from davidmcknight.com.
David Morgan
Publisher, The Morgan Report
Referenced with source materials from linkedin.com.
David Rae
Financial Planner & Author
Referenced with source materials from linkedin.com.
David Reiss
Professor of Law, Brooklyn Law School
Referenced with source materials from linkedin.com.
David Stein
Investment Advisor and Podcast Host
Referenced with source materials from moneyfortherestofus.com.
David Swensen
Chief Investment Officer, Yale University
Referenced with source materials from en.wikipedia.org.
David Yellen
Tax Attorney, Yellen Law Firm
Referenced with source materials from linkedin.com.
David Yoffie
Professor, Harvard Business School
Referenced with source materials from hbs.edu.
Dawn H. Smith
Tax Attorney, Smith & Associates
Referenced with source materials from linkedin.com.
Diane G. Swonk
Chief Economist, Grant Thornton
Referenced with source materials from grantthornton.com.
Diane Swonk
Chief Economist, Grant Thornton LLP
Referenced with source materials from linkedin.com.
Dmitry Alimov
Financial Advisor, Blockchain Expert
Referenced with source materials from en.wikipedia.org.
Dr. Andrew Weil
Founder, Andrew Weil Center for Integrative Medicine
Referenced with source materials from drweil.com.
Dr. Anna L. Tsing
Anthropologist & Author
Referenced with source materials from en.wikipedia.org.
Dr. Daniel Yergin
Vice Chairman, IHS Markit
Referenced with source materials from en.wikipedia.org.
Dr. Fatih Birol
Executive Director, International Energy Agency (IEA)
Referenced with source materials from linkedin.com.
Dr. Greg Clark
Global Cities Expert
Referenced with source materials from gregclark.com.
Dr. John L. Bogle
Founder, Vanguard Group
Referenced with source materials from vanguard.com.
Dr. Leah Stokes
Associate Professor, University of California, Santa Barbara
Referenced with source materials from leahstokes.com.
Dr. Liran Einav
Professor, Stanford University
Referenced with source materials from en.wikipedia.org.
Dr. Lisa Chen
Professor, MIT Sloan School of Management
Referenced with source materials from linkedin.com.
Dr. Mark Thompson
Professor of Finance, University of California
Referenced with source materials from linkedin.com.
Dr. Nouriel Roubini
CEO, Roubini Macro Associates
Referenced with source materials from es.wikipedia.org.
Dr. Steven J. Jensen
Founder, Gig Economy Institute
Referenced with source materials from gigeconomyinstitute.com.
Ed Slott
CPA and Tax Consultant
Referenced with source materials from linkedin.com.
Elena M. Torres
Financial Advisor, Torres Financial Group
Referenced with source materials from torresfinancialgroup.com.
Elizabeth Dunn
Psychologist and Author
Referenced with source materials from en.wikipedia.org.
Elizabeth M. Johnson
Financial Advisor
Referenced with source materials from elizabethjohnsonfp.com.
Elon Musk
CEO, SpaceX & Tesla
Referenced with source materials from twitter.com.
Emily B. H. O’Reilly
Labor Economist, Gig Economy Expert
Referenced with source materials from en.wikipedia.org.
Eric J. Nisall
Founder, ACCOUNTINGPROSE
Referenced with source materials from linkedin.com.
Eva Velasquez
CEO, Identity Theft Resource Center
Referenced with source materials from linkedin.com.
Evan A. McCarter
CEO, Open Source Finance
Referenced with source materials from linkedin.com.
Farnoosh Torabi
Personal Finance Expert & Author
Referenced with source materials from farnooshtorabi.com.
Farrah Bostic
Elder Law Attorney, Bostic Law, LLC
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.
Garry M. Kessler
CEO, Kessler Financial Advisors
Referenced with source materials from linkedin.com.
Gerri Detweiler
Credit Expert and Educator
Referenced with source materials from gerridetweiler.com.
Gerri Walsh
Financial Advisor, CFP
Referenced with source materials from financialplanning.com.
Gina S. Smith
Financial Advisor and Business Consultant
Referenced with source materials from ginasmithconsulting.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.
Hannah Schmidt
Tax Attorney, Schmidt Legal Advisors
Referenced with source materials from linkedin.com.
Harry Nelson
Tax Attorney and Financial Advisor
Referenced with source materials from linkedin.com.
Heather A. Sweeney
Business Attorney, Sweeney Law
Referenced with source materials from sweeneylaw.com.
Heather Boushey
President, Washington Center for Equitable Growth
Referenced with source materials from linkedin.com.
Heidi Roizen
Partner, Threshold Ventures
Referenced with source materials from heidiroizen.com.
Holly Roberts
CPA Firm Partner
Referenced with source materials from linkedin.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.
Jack R. Womack
Tax Attorney
Referenced with source materials from linkedin.com.
Jack Temple
Researcher, National Employment Law Project
Referenced with source materials from linkedin.com.
James D. McCray
Business Attorney
Referenced with source materials from mccrayfirm.com.
James H. Phillips
Business Attorney, Phillips & Associates
Referenced with source materials from jameshphillips.com.
James Holloway
Cybersecurity Consultant, Financial Sector
Referenced with source materials from linkedin.com.
James Kelly
Tax Attorney
Referenced with source materials from linkedin.com.
James L. Harris
CPA Firm Partner, Harris & Co.
Referenced with source materials from harrisandco.com.
James P. Leisenring
Financial Advisor and Author
Referenced with source materials from aaahq.org.
James Thompson
Tax Attorney, Thompson Legal
Referenced with source materials from linkedin.com.
Janet O. Koller
CPA Firm Partner, Koller & Associates
Referenced with source materials from linkedin.com.
Jason R. Thompson
CEO, FlexWork Solutions
Referenced with source materials from linkedin.com.
Jean A. Chatzky
Financial Journalist & Educator
Referenced with source materials from en.wikipedia.org.
Jeffrey B. Cohen
CPA, Cohen & Associates
Referenced with source materials from linkedin.com.
Jeffrey B. Rattiner
CEO, Rattiner's Financial Services
Referenced with source materials from linkedin.com.
Jeffrey W. Stein
CPA, Financial Advisor
Referenced with source materials from linkedin.com.
Jennifer A. McGarry
Tax Attorney, McGarry Law Firm
Referenced with source materials from linkedin.com.
Jeremy Josse
Financial Advisor, Josse Financial Group
Referenced with source materials from linkedin.com.
Jeremy Schneider
Founder, Personal Finance Club
Referenced with source materials from linkedin.com.
Jessica Altman
CEO, Pennsylvania Insurance Department
Referenced with source materials from linkedin.com.
Jessica L. Cohen
Director, Talent Solutions at NextGen Recruiting
Referenced with source materials from linkedin.com.
Jessica L. Huang
CPA Firm Partner, Huang & Associates
Referenced with source materials from huangcpas.com.
Jessica L. Moore
Business Attorney
Referenced with source materials from linkedin.com.
Jim Marous
Co-Publisher, The Financial Brand
Referenced with source materials from linkedin.com.
Jim Waggoner
Financial Advisor, Waggoner Wealth Management
Referenced with source materials from linkedin.com.
Joe Cowan
Financial Advisor
Referenced with source materials from linkedin.com.
Joe Saul-Sehy
Co-host of Stacking Benjamins Podcast
Referenced with source materials from joesaulsehy.com.
John Becker
CPA Firm Partner, Financial Services
Referenced with source materials from linkedin.com.
John Doe
Director, Fintech Innovations, PwC
Referenced with source materials from pwc.com.
John Garrett
CPA Firm Partner
Referenced with source materials from linkedin.com.
John Jantsch
Marketing Consultant & Author
Referenced with source materials from linkedin.com.
Joseph Fuller
Professor, Harvard Business School
Referenced with source materials from hbs.edu.
Josh Patrick
Founder, Stage 2 Planning Partners
Referenced with source materials from stage2planning.com.
Julia Kurnik
Partner, KPMG Impact
Referenced with source materials from home.kpmg.
Julie Littlechild
CEO, Absolute Engagement
Referenced with source materials from linkedin.com.
Karen B. Miller
CPA and Business Consultant
Referenced with source materials from kbmiller.com.
Karen Kahn
Partner, Kahn & Associates
Referenced with source materials from kahnassociates.com.
Kari Kachmar
Cybersecurity Consultant, Privacy Advocate
Referenced with source materials from linkedin.com.
Kaspersky Lab
CEO, Kaspersky Lab
Referenced with source materials from kaspersky.com.
Katherine G. L. Deans
Managing Partner, Deans & Company
Referenced with source materials from linkedin.com.
Katherine O'Meara
Financial Advisor
Referenced with source materials from katherineomeara.com.
Kathi Kersznowski
Certified Financial Planner (CFP) & Blockchain Expert
Referenced with source materials from linkedin.com.
Kathryn Petralia
Co-founder, Kabbage
Referenced with source materials from linkedin.com.
Kathy E. Kraninger
Former Director, Consumer Financial Protection Bureau
Referenced with source materials from en.wikipedia.org.
Kathy G. Johnson
CEO, Foresight Ventures
Referenced with source materials from linkedin.com.
Kathy Kraninger
Former Director, Consumer Financial Protection Bureau
Referenced with source materials from linkedin.com.
Kathy Pareto
Financial Advisor, Pareto Investment Management
Referenced with source materials from linkedin.com.
Kathy Schultz
CEO, Talent Innovations
Referenced with source materials from linkedin.com.
Katie Haun
General Partner, Andreessen Horowitz
Referenced with source materials from linkedin.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.
Kevin Brady
Former U.S. Representative
Referenced with source materials from en.wikipedia.org.
Kirk Landes
CEO, Digital Currency Group
Referenced with source materials from linkedin.com.
Krebs on Security
Cybersecurity Expert & Journalist
Referenced with source materials from krebsonsecurity.com.
Kristen Carr
Certified Financial Planner
Referenced with source materials from linkedin.com.
Kristen McCormick
Financial Advisor, McCormick Financial
Referenced with source materials from mccormickfinancial.com.
Kristen S. Womack
Certified Financial Planner, Womack Financial
Referenced with source materials from kristenwomack.io.
Kristin Smith
Executive Director, Blockchain Association
Referenced with source materials from blockchainassociation.io.
Kristine E. Swanson
Certified Financial Planner
Referenced with source materials from swansonfinancialplanning.com.
Larry Fink
CEO, BlackRock
Referenced with source materials from es.wikipedia.org.
Larry K. Kotlikoff
Economist, Boston University
Referenced with source materials from en.wikipedia.org.
Larry Summers
Economics Professor, Harvard University
Referenced with source materials from en.wikipedia.org.
Laura E. C. Williams
CPA, Partner at Williams & Co.
Referenced with source materials from linkedin.com.
Laura K. McCoy
Enrolled Agent, Tax Advisor
Referenced with source materials from linkedin.com.
Laura Willensky
CPA and Business Advisor
Referenced with source materials from linkedin.com.
Lawrence White
Professor of Economics, NYU Stern School of Business
Referenced with source materials from stern.nyu.edu.
Linda C. Fischer
Business Attorney & Consultant, Fischer Law Group
Referenced with source materials from linkedin.com.
Lindsay Adams
Certified Financial Planner
Referenced with source materials from linkedin.com.
Lindsay Goldwert
Financial Journalist and Author
Referenced with source materials from lindsaygoldwert.com.
Lisa J. Weiss
Senior Advisor, World Bank
Referenced with source materials from worldbank.org.
Lisa K. Roberts
Financial Advisor, Roberts Financial Group
Referenced with source materials from kbafinancial.com.
Lisa Roberts
Financial Advisor
Referenced with source materials from news.wilmingtontrust.com.
Lisa Suazo
Business Attorney, Digital Assets Specialist
Referenced with source materials from linkedin.com.
Lisa T. Roberts
Tax Attorney, Partner at Roberts Law Group
Referenced with source materials from linkedin.com.
Lisa T. Wang
Financial Advisor, Wang Financial Group
Referenced with source materials from linkedin.com.
Lisa Turner
Financial Advisor, Turner Financial
Referenced with source materials from turnerfinancial.com.
Liz O'Donnell
Financial Advisor, O'Donnell Financial Services
Referenced with source materials from linkedin.com.
Liz Pacheco
Financial Consultant
Referenced with source materials from linkedin.com.
Lora Cecere
Founder, Supply Chain Insights
Referenced with source materials from linkedin.com.
Louise B. Johnson
CPA, Johnson and Associates
Referenced with source materials from johnsoncpa.com.
Lynda S. Berenstein
Tax Attorney, Berenstein Law Group
Referenced with source materials from linkedin.com.
Lynne K. Wadsworth
CFP, Financial Planner
Referenced with source materials from linkedin.com.
Lynnette Khalfani-Cox
CEO, The Money Coach
Referenced with source materials from themoneycoach.net.
M. Scott Smith
CEO, Longevity Financial Advisors
Referenced with source materials from linkedin.com.
Margaret Neale
Professor, Negotiation Expert
Referenced with source materials from gsb.stanford.edu.
Margaret O'Leary
CPA, O'Leary Associates
Referenced with source materials from olearyassociates.com.
Maria Gonzales
Financial Advisor, Global Wealth Advisors
Referenced with source materials from linkedin.com.
Marie E. N. Hines
Financial Advisor
Referenced with source materials from mariehines.com.
Marie Johnson
CEO, Business Solutions Corp.
Referenced with source materials from linkedin.com.
Marion Nestle
Professor of Nutrition, Food Studies, and Public Health, New York University
Referenced with source materials from es.wikipedia.org.
Mark A. Robinson
Financial Advisor, Insight Group
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 J. Brenner
CPA Firm Partner, Brenner & Co.
Referenced with source materials from baldwinmoffitt.com.
Mark J. Schreiber
CPA, Schreiber & Associates
Referenced with source materials from schreiberassociates.com.
Mark Johnson
Tax Attorney, Johnson Law Group
Referenced with source materials from linkedin.com.
Mark Katzen
CPA Firm Partner, Katz, Sapper & Miller
Referenced with source materials from linkedin.com.
Mark R. Johnson
Financial Advisor, Johnson Wealth Management
Referenced with source materials from linkedin.com.
Mark Risher
CEO, Imprivata
Referenced with source materials from linkedin.com.
Mark Siebert
CEO, Franchise Dynamics
Referenced with source materials from entrepreneur.com.
Mark Yusko
CEO, Morgan Creek Capital Management
Referenced with source materials from linkedin.com.
Marvin Ammori
General Counsel, Protocol Labs
Referenced with source materials from en.wikipedia.org.
Mary A. Smith
Tax Attorney
Referenced with source materials from linkedin.com.
Mary Beth Franklin
Contributing Editor, InvestmentNews
Referenced with source materials from investmentnews.com.
Matt Horwitz
Founder, LLC University
Referenced with source materials from llcuniversity.com.
Matthew Ball
CEO, Alternate Reality
Referenced with source materials from linkedin.com.
Maureen McCarthy
CEO, McCarthy Holdings
Referenced with source materials from linkedin.com.
Maya A. F. T. Kimani
CEO, M-KOPA
Referenced with source materials from linkedin.com.
Mechelle R. Smith
Financial Advisor
Referenced with source materials from linkedin.com.
Meltem Demirors
Chief Strategy Officer, CoinShares
Referenced with source materials from coinshares.com.
Meredith Moore
Financial Advisor, Wealth Management Firm
Referenced with source materials from linkedin.com.
Michael A. Rosenthal
Tax Attorney, Rosenthal Law Group
Referenced with source materials from philosophy.utoronto.ca.
Michael A. Smith
Financial Advisor, Smith Wealth Management
Referenced with source materials from register.fca.org.uk.
Michael Burry
Investor, Founder of Scion Asset Management
Referenced with source materials from es.wikipedia.org.
Michael J. Andrews
Financial Advisor, Andrews Wealth Management
Referenced with source materials from linkedin.com.
Michael J. McCarthy
CEO, Stellar Investments
Referenced with source materials from linkedin.com.
Michael J. O'Brien
Financial Consultant, O'Brien Advisory
Referenced with source materials from linkedin.com.
Michael J. Rossi
CPA Firm Partner, Rossi & Associates
Referenced with source materials from rossiassociates.com.
Michael Johnson
Tax Attorney, Johnson & Associates
Referenced with source materials from linkedin.com.
Michael Kitces, CFP
Expert Contributor
Frequently referenced in thefacturation.com editorial coverage.
Michael Lynn
Professor of Consumer Behavior, Cornell University
Referenced with source materials from linkedin.com.
Michael McKee
Economic Analyst, Bloomberg
Referenced with source materials from bloomberg.com.
Michael O'Neil
Founder, HandUp
Referenced with source materials from handup.org.
Michael O’Leary
Tax Attorney and Corporate Consultant
Referenced with source materials from linkedin.com.
Michael Pettis
Professor of Finance, Peking University
Referenced with source materials from michaelpettis.com.
Michael Pollan
Author and Food Advocate
Referenced with source materials from en.wikipedia.org.
Michael Porter
Professor, Harvard Business School
Referenced with source materials from hbs.edu.
Michael R. Jensen
Partner, Jensen & Associates CPA
Referenced with source materials from linkedin.com.
Michael Stone
Partner, Stone & Associates
Referenced with source materials from linkedin.com.
Michael Thompson
Retail Economist, University of Chicago
Referenced with source materials from linkedin.com.
Michele Cagan, CPA
Founder, Budget with Michele
Referenced with source materials from michelecagancpa.com.
Michele Schneider
Director, Marketgauge Group
Referenced with source materials from linkedin.com.
Michele Wucker
CEO, Gray Rhino & Company
Referenced with source materials from linkedin.com.
Mike McGlothlin
CPA and Tax Advisor
Referenced with source materials from linkedin.com.
Mike Michalowicz
Entrepreneur, Author, Speaker
Referenced with source materials from en.wikipedia.org.
Mike O'Brien
CPA Firm Partner, O'Brien & Co.
Referenced with source materials from linkedin.com.
Mikko Hypponen
Chief Research Officer, F-Secure
Referenced with source materials from f-secure.com.
Morley Winograd
Senior Fellow, The University of Southern California
Referenced with source materials from en.wikipedia.org.
Morningstar Research Team
Research Analysts, Morningstar
Referenced with source materials from linkedin.com.
Morra Aarons-Mele
Founder, Women Online
Referenced with source materials from morraaaronsmele.com.
Nancy MacKay
Founder, MacKay CEO Forums
Referenced with source materials from mackayceoforums.com.
Nate Wright
CPA Firm Partner
Referenced with source materials from linkedin.com.
Nellie Akalp
CEO, CorpNet
Referenced with source materials from corpnet.com.
Nicolas De La Vega
Certified Financial Planner, De La Vega Advisors
Referenced with source materials from linkedin.com.
Nisa Amoils
Investment Advisor, Entrepreneur
Referenced with source materials from nisaamoils.com.
Nobel Laureate Joseph Stiglitz
Professor, Columbia University
Referenced with source materials from en.wikipedia.org.
Nora Ali
Anchor, Yahoo Finance
Referenced with source materials from noraali.com.
Pamela Morgan
Business Attorney & Blockchain Educator
Referenced with source materials from linkedin.com.
Pamela Slim
Business Consultant & Author
Referenced with source materials from pamelaslim.com.
Pascal Saint-Amans
Director, Centre for Tax Policy and Administration, OECD
Referenced with source materials from linkedin.com.
Pat Flynn
CEO, Smart Passive Income
Referenced with source materials from smartpassiveincome.com.
Patricia L. Rogers
CPA Firm Partner, Rogers & Co.
Referenced with source materials from linkedin.com.
Patrick L. Williams
Founding Partner, Williams Tax & Consulting, LLC
Referenced with source materials from linkedin.com.
Patrick Lee
Co-Founder, Rotten Tomatoes
Referenced with source materials from linkedin.com.
Patrick Lencioni
Founder, The Table Group
Referenced with source materials from es.wikipedia.org.
Peter C. Jones
CPA Firm Partner
Referenced with source materials from media.licdn.com.
Peter Dunn
Financial Advisor, Peter Dunn Financial
Referenced with source materials from petertheplanner.com.
Peter McCormack
Host, What Bitcoin Did Podcast
Referenced with source materials from twitter.com.
Peter Thiel
Co-founder, PayPal
Referenced with source materials from es.wikipedia.org.
Peter Van Valkenburgh
Director of Research, Coin Center
Referenced with source materials from linkedin.com.
Peter Wuffli
Former CEO, UBS
Referenced with source materials from en.wikipedia.org.
Piyush Gupta
CEO, DBS Bank
Referenced with source materials from linkedin.com.
Preston Pysh
Investor, Author, Host of The Investor's Podcast
Referenced with source materials from theinvestorspodcast.com.
R. Daniel McGowan
Tax Attorney, Green & Associates
Referenced with source materials from linkedin.com.
Rachel Cruze
Personal Finance Expert, Ramsey Solutions
Referenced with source materials from linkedin.com.
Rachel Klein
Financial Advisor, Klein Financial Group
Referenced with source materials from linkedin.com.
Rachel O'Connor
Senior Analyst, Fintech Trends
Referenced with source materials from linkedin.com.
Rachel Ramsey
Certified Financial Planner
Referenced with source materials from linkedin.com.
Rachel Thompson
CPA Firm Partner, Thompson & Associates
Referenced with source materials from linkedin.com.
Ramona Ortega
CEO, My Money My Future
Referenced with source materials from mymoneymyfuture.com.
Randa Bessadah
Financial Advisor and Speaker
Referenced with source materials from rocketreach.co.
Randi Zuckerberg
CEO, Zuckerberg Media
Referenced with source materials from linkedin.com.
Raoul Pal
CEO, Real Vision
Referenced with source materials from twitter.com.
Reid Hoffman
Co-Founder, LinkedIn
Referenced with source materials from es.wikipedia.org.
Richard Cordray
Former Director, CFPB
Referenced with source materials from en.wikipedia.org.
Richard Murphy
Professor of Practice in International Political Economy, City University London
Referenced with source materials from en.wikipedia.org.
Richard P. Cohen
CPA Firm Partner, Cohen & Associates
Referenced with source materials from es.wikipedia.org.
Rick Kahler
Founder, Kahler Financial Group
Referenced with source materials from linkedin.com.
Rick Rieder
Chief Investment Officer, Fixed Income, BlackRock
Referenced with source materials from linkedin.com.
Rita Keller
CPA Firm Consultant
Referenced with source materials from linkedin.com.
Rob Smith
CEO, Betterment
Referenced with source materials from linkedin.com.
Robert A. Kleiman
CPA Firm Partner, Kleiman & Company
Referenced with source materials from kleimancpa.com.
Robert Brown
Tax Attorney, Brown & Associates
Referenced with source materials from gtlaw.com.
Robert C. Cloud
Tax Attorney, Cloud Law Firm
Referenced with source materials from cloudlawfirm.com.
Robert C. McCullough
Tax Attorney
Referenced with source materials from mcculloughlawgroup.com.
Robert F. McCaffree
Financial Advisor, McCaffree Financial Group
Referenced with source materials from linkedin.com.
Robert Frick
Corporate Economist, Navy Federal Credit Union
Referenced with source materials from linkedin.com.
Robert Keebler
CPA, Partner at Keebler & Associates
Referenced with source materials from linkedin.com.
Robert L. Peters
Financial Advisor, Peters Financial Services
Referenced with source materials from linkedin.com.
Robert McKinley
CEO, CardTrak
Referenced with source materials from cardtrak.com.
Roberta Anderson
Tax Attorney
Referenced with source materials from linkedin.com.
Rohan Seth
Co-Founder, Clubhouse
Referenced with source materials from linkedin.com.
Ruth Hedges
CEO, Hedges Company
Referenced with source materials from linkedin.com.
Ruth McCambridge
Editor, Nonprofit Quarterly
Referenced with source materials from linkedin.com.
Ruth Soukup
CEO, Living Well Spending Less
Referenced with source materials from ruthsoukup.com.
Ryan Caldbeck
CEO, CircleUp
Referenced with source materials from linkedin.com.
Ryan F. Edwards
Certified Financial Planner (CFP)
Referenced with source materials from linkedin.com.
Ryan Holiday
Author & Entrepreneur
Referenced with source materials from es.wikipedia.org.
Ryan Sutton
Financial Advisor, Sutton Wealth Management
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.
Samantha Ettus
Career Expert and Author
Referenced with source materials from samanthaettus.com.
Samantha L. Judge
CPA Firm Partner, Judge & Co.
Referenced with source materials from linkedin.com.
Samantha Sharf
Personal Finance Journalist, Forbes
Referenced with source materials from forbes.com.
Samantha Yap
CEO, Yap Global
Referenced with source materials from linkedin.com.
Samuel Lee
CPA Firm Partner, Lee & Associates
Referenced with source materials from linkedin.com.
Samuel R. White
CPA Firm Partner
Referenced with source materials from whitestonecpa.com.
Sandra A. Smith
CEO, Financial Wellness Company
Referenced with source materials from linkedin.com.
Sandy L. Brown
Tax Attorney, Brown Law Firm
Referenced with source materials from brownlawfirm.com.
Sandy McCarthy
Financial Advisor, Wealth Strategies Group
Referenced with source materials from linkedin.com.
Sara Horowitz
Founder, Freelancers Union
Referenced with source materials from freelancersunion.org.
Sarah A. Green
Business Attorney, Labor Law Specialist
Referenced with source materials from linkedin.com.
Sarah E. Needleman
Small Business Reporter, The Wall Street Journal
Referenced with source materials from wsj.com.
Sarah Green Carmichael
Senior Editor, Harvard Business Review
Referenced with source materials from hbr.org.
Sarah L. Matthews
Financial Advisor, Matthews Financial Services
Referenced with source materials from linkedin.com.
Sarah Miller
CPA Firm Partner, Miller & Co.
Referenced with source materials from linkedin.com.
Scott Hodge
Partner, Hodge & Associates
Referenced with source materials from hodgeassociates.com.
Scott Moffatt
Vice President, Business Development, Moffatt & Nichol
Referenced with source materials from linkedin.com.
Scott Trench
CEO of BiggerPockets
Referenced with source materials from linkedin.com.
Sendhil Mullainathan
Co-Founder, mita.
Referenced with source materials from sendhil.org.
Shannon McLay
CEO, The Financial Gym
Referenced with source materials from linkedin.com.
Sharon Y. Hwang
Tax Attorney, Hwang Law Group
Referenced with source materials from linkedin.com.
Shaun Bridges
Co-founder, R.M. Technology Solutions
Referenced with source materials from linkedin.com.
Shawn T. McCoy
Chief Financial Officer
Referenced with source materials from linkedin.com.
Shivangi Gupta
Cybersecurity Analyst, Deloitte
Referenced with source materials from linkedin.com.
Simeon Djankov
Former Deputy Prime Minister of Bulgaria
Referenced with source materials from en.wikipedia.org.
Sir Ronald Cohen
Chairman, Global Steering Group for Impact Investment
Referenced with source materials from en.wikipedia.org.
Sophia A. Chen
Tax Attorney
Referenced with source materials from linkedin.com.
Sophia Chen
Tax Attorney, Law Firm
Referenced with source materials from linkedin.com.
Sophia W. Lee
Chief Financial Officer, TechFinance Inc.
Referenced with source materials from linkedin.com.
Su Zhu
CEO, Three Arrows Capital
Referenced with source materials from linkedin.com.
Susan Collins
Certified Financial Planner, Collins Financial Advisors
Referenced with source materials from es.wikipedia.org.
Susan J. Adams
Financial Advisor, Adams Wealth Management
Referenced with source materials from adamswealthmanagement.com.
Susan Smith
Consumer Advocate, The Fair Pricing Project
Referenced with source materials from avvo.com.
The Minimalists
Content Creators
Referenced with source materials from theminimalists.com.
Theresa M. McMahon
Financial Advisor, McMahon Financial Group
Referenced with source materials from mcmahonfinancialgroup.com.
Thomas Sowell
Economist and Author
Referenced with source materials from en.wikipedia.org.
Tiffany W. Allen
CPA, Allen & Associates
Referenced with source materials from linkedin.com.
Tim Berners-Lee
Director, World Wide Web Consortium
Referenced with source materials from w3.org.
Tim Ferriss
Author, Entrepreneur
Referenced with source materials from tim.blog.
Tina McCarthy
CPA Firm Partner
Referenced with source materials from linkedin.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.
Toniic
Catalyst for Impact Investing
Referenced with source materials from toniic.com.
Troy Hunt
Security Researcher & Creator of Have I Been Pwned
Referenced with source materials from troyhunt.com.
Tyler Crowley
Entrepreneur and Investor
Referenced with source materials from tylercrowley.com.
Vitalik Buterin
Co-Founder, Ethereum
Referenced with source materials from vitalik.eth.limo.
Warren Buffett
CEO, Berkshire Hathaway
Referenced with source materials from es.wikipedia.org.
William J. Bernstein
Author & Financial Educator
Referenced with source materials from en.wikipedia.org.
William J. Magnuson
Professor of Law, Texas A&M University
Referenced with source materials from law.tamu.edu.
William Mougayar
Author & Blockchain Advisor
Referenced with source materials from williammougayar.com.
Catherine R. Bagley
Financial Advisor
Referenced with source materials from linkedin.com.
Catherine Rampell
Columnist, The Washington Post
Referenced with source materials from washingtonpost.com.
David McAlvany
CEO, McAlvany Financial Group
Referenced with source materials from mcalvany.com.
Diane S. McGavran
Financial Advisor
Referenced with source materials from mcgavranfinancialadvisors.com.
Dr. Emma R. Carter
Tax Attorney, Carter & Associates
Referenced with source materials from carterlawfirm.com.
Dr. Eswar Prasad
Professor of Economics, Cornell University
Referenced with source materials from brookings.edu.
Judith Scherline
CEO, Franchise Navigator
Referenced with source materials from franchisenavigator.com.
Kevin O'Leary
Entrepreneur and Investor
Referenced with source materials from kevinoleary.com.
Meredith Whitney
CEO, Meredith Whitney Advisory Group
Referenced with source materials from linkedin.com.
Michael Chui
Partner, McKinsey Global Institute
Referenced with source materials from linkedin.com.
Phil Windley
Chairman, Sovrin Foundation
Referenced with source materials from windley.com.
Rami K. Kichloo
CPA, Kichloo CPA Firm
Referenced with source materials from linkedin.com.
Ruth C. Marcus
Partner, Accounting Firm
Referenced with source materials from linkedin.com.
Sage O'Dell
Financial Advisor, Wealth Management Firm
Referenced with source materials from sageodell.com.
Samantha L. McCarty
CPA and Tax Consultant
Referenced with source materials from linkedin.com.
Sophia B. Miller
Financial Educator
Referenced with source materials from linkedin.com.
Stefan Krajnikov
Business Attorney
Referenced with source materials from krajnikovlaw.com.
Suzy Orman
Author & Financial Advisor
Referenced with source materials from suzyorman.com.
Oecd
Referenced source in thefacturation.com multi-source editorial analysis.