Leading Financial Decision Making Experts

Vignesh Coumarane is the founder of InvestEd (the-invested.com) and author of the Financial Decision Intelligence Framework — a simulation-native architecture that lets anyone model financial decisions before committing, without surrendering bank credentials or personal data. He serves as Manager of Data Analytics at Lincare (a Linde Company), with over a decade of experience across finance, healthcare, and AI-driven analytics. A 4x LinkedIn Top Voice and Times Square Top Data 100 honoree, he writes the Before You Invest newsletter on structured thinking for financial decisions in an AI world.

Jeffrey A. Landers, CDFA®, CDLP® is the Founder and CEO of Hello Monthly Income™, LLC (https://HelloMonthlyIncome.com), a specialized nationwide insurance agency that helps divorcing people protect their receipt of alimony and child support payments with life and disability insurance. Jeffrey A. Landers is a divorce financial specialist with more than 40 years of combined experience across financial advisory, real estate, mortgage lending, and insurance. He has personally advised on more than 1,000 divorce cases nationwide since 2010 and is widely recognized as one of the leading voices in the country on the financial aspects of divorce. Jeff earned his BA in Psychology from Columbia University and studied law at Pace University School of Law. Before entering the divorce financial space, he spent more than two decades in real estate and finance, working in the real estate departments of Metropolitan Life, Merrill Lynch, and other major financial institutions. He also owned and operated a real estate brokerage company in New York and an online real estate matching service. He later joined Wells Fargo Advisors as a financial advisor. While there, he had several clients who were going through a divorce and that was the genesis for launching his practice advising women navigating financially complex divorces. In 2010, Jeff founded Bedrock Divorce Advisors, LLC, a nationwide divorce financial strategy firm working exclusively with women before, during, and after divorce. Through Bedrock, he built a national practice helping clients and their attorneys work through the financial complexities of asset division, support structuring, and long-term financial planning. He went on to found Divorce House Sense, LLC to focus on helping divorcing homeowners with real estate and mortgage solutions, and then Hello Monthly Income, LLC to address the critical and often overlooked gap in insurance protection during divorce. Professional credentials and licenses: • Certified Divorce Financial Analyst (CDFA®) • Certified Divorce Lending Professional (CDLP®) • Licensed Life, Disability and Annuity Insurance Agent • Licensed Real Estate Broker • Licensed Mortgage Broker Jeff is the author of 8 published books on the financial aspects of divorce. Jeff also wrote “Divorce Dollars and Sense,” a weekly column for Forbes.com covering the financial aspects of divorce. He has also contributed articles regularly to The Huffington Post, DailyWorth, More.com, Lawyers.com, Advisorpedia, and many other publications. In addition, Jeff has been interviewed extensively by CBS Television News and FOX Television News on the financial impact of divorce. His expertise has been cited or featured by The Wall Street Journal, Dow Jones, The Miami Herald, Smart Money, Consumer Reports, The Christian Science Monitor, and Inc.com, among others.

Baruch Mann is an independent financial expert and commentator focused on consumer finance, investing, and personal wealth decision-making. He specializes in analyzing banking products, credit cards, investment platforms, and alternative assets, helping consumers understand costs, risks, and long-term trade-offs before making financial decisions. With years of hands-on experience reviewing financial products and market offerings, Baruch is known for breaking down complex financial topics into clear, practical insights grounded in real use cases and data. His work emphasizes transparency, fair comparisons, and consumer-first analysis rather than promotional narratives.

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Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

Nick is a fee-only financial planner and founder of ClearMind Capital, where he works with individuals and families navigating major life and financial transitions. He has spent 8+ years in the financial planning profession, advising clients on retirement planning, tax strategy, investment design, and long-term decision-making. Nick earned the CERTIFIED FINANCIAL PLANNER™ designation in April 2023 and also holds the ChFC® and CLU® designations. He is a founding member of the Integrative Wealth Advisor (IWA®) designation, a newly launched professional standard focused on aligning financial planning with broader life priorities and well-being. He is frequently sought out for his ability to explain nuanced financial topics...such as retirement readiness, Social Security planning, portfolio construction, and the behavioral side of money—in a way that is clear, grounded, and accessible. Nick brings real-world context and thoughtful perspective to personal finance, making him a trusted resource for journalists seeking clarity, insight, and meaningful analysis.

Conor Keenan, AWMA®, is the Co-Founder of CompareAccounts. For over a decade, his personal finance work has been seen in major outlets like WSJ, Reuters, Forbes, CNN, Yahoo News, and Fox News. As an Accredited Wealth Management Advisor, a professional designation formally recognized by FINRA, Conor is passionate about breaking down complex financial topics so readers can confidently make the best decisions for their money. He is based in Loveland, Colorado.

Dr. Maria James, PhD, known as The Money Scientist, is the founder of Pocket of Money and the creator of W.I.S.E. Financial Fitness, a science-led approach to personal and workplace financial wellness. With more than 19 years of experience designing and managing financial systems, Dr. James helps individuals and organizations move beyond budgeting advice to measurable, behavior-based financial improvement. Trained as a cellular and molecular medicine scientist, Dr. James applies the same evidence-based thinking, analytical rigor, and protocol-driven methodology used in medical research to money management. While completing her PhD, she tested and refined her own financial systems, saving over $10,000 on a $23,000 after-tax stipend, proving that financial outcomes improve when decisions are guided by data, structure, and repeatable processes rather than motivation alone. Through her work, Dr. James has helped clients identify financial “leakage,” reduce chronic overspending, and reclaim thousands of dollars per month, often without increasing income. Her work focuses on cash-flow optimization, decision science, and sustainable habit change, making her approach especially effective for high-stress professionals and organizations seeking scalable financial wellness solutions. Dr. James has been featured as a financial wellness expert in Forbes, ESSENCE, MadameNoire, The Frugal Feminista, WEAA 88.9, Clever Girl Finance Podcast, and Journey to Launch Podcast, among others. Her contributions to financial education and innovation have earned national and international recognition, including: Best Personal Finance Business – USA, Worldwide Finance Awards (2023) Excellence Award in Personal Finance Consulting, World Finance Awards (2022) Citation from the Maryland House of Delegates for dedication to financial literacy (2021) Money Management Innovator of the Year – Most Inspirational Woman in Financial Services (2019) Dr. James’ mission is to make financial wellness practical, measurable, and repeatable so people can stop guessing with their money and start managing it with confidence and clarity.

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

As the CEO and Founder of Crusaders for Change® (C4C), LLC, our team delivers a specialized approach to financial stewardship that focuses on the human heart and the emotional weight of money as much as the numbers. Led by a team of Accredited Financial Counselors®️, we have built a dedicated space where genuine financial healing and long-term freedom are achievable for families from all walks of life. Within the corporate and organizational sector, we developed our signature Financial Wellness Program to directly combat the "silent tax" of financial stress that often plagues the workplace. By addressing these stressors through professional counseling and support, we partner with businesses to improve employee retention, boost productivity, and foster a culture of total well-being. Our commitment to community impact is further realized through our proprietary Community Financial Empowerment Series®, where we offer transformative educational workshops and personalized one-on-one counseling designed to help individuals regain confidence, clarity, and control over their financial futures. We also engage a global audience through the Yahweh’s Money® Podcast, which provides spiritual and practical stewardship guidance, and the Tickle My Money Bone!® platform, which utilizes humor and comedy to demystify complex financial topics and break down the barriers of money-related anxiety. With over two decades of professional experience and a highly decorated history of leadership, our mission remains centered on equipping families and organizations with the tools to transition from financial overwhelm to a future of abundance, resilience, and intentional peace.

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

I help women, young professionals, and growing families achieve financial independence through clear, strategic planning that considers tax, estate, and investment decisions so they can make informed choices and build lasting stability. My role is part guide, part partner. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I combine structured, values-based strategies with compassion and education, helping clients understand not just what to do, but why it matters. Knowledge creates confidence, and confidence leads to better decisions that last. Financial independence isn’t one-size-fits-all. For some, it means building wealth through tax-aware investing. For others, it’s protecting family through thoughtful estate planning, or regaining control after major life changes. My approach brings all the pieces together, ensuring your plan reflects your values, goals, and vision for the future. I frequently collaborate with accountants and attorneys to help clients develop integrated, well-aligned strategies. Clients appreciate my relationship-based approach, open communication, and the safe, judgment-free space to ask questions. Together, we simplify complex decisions and create strategies that lead to lasting progress and clarity. At WiseOak Wealth, financial planning isn’t just about managing assets. It’s about creating freedom, stability, and direction in the life you’re building.

Patrick Höfliger is the founder and CEO of a Swiss AI company applying advanced artificial intelligence to private-equity, M&A, and other high-stakes investment decisions. With more than ten years in investment banking and private equity, he brings first-hand experience from roles that demand trust, rigor, and accountability. He focuses on how AI is reshaping decision-making in finance beyond automation, emphasizing explainability, traceability, and reliability. Patrick is a frequent speaker and sparring partner on the real-world limits and risks of generative AI in professional settings. He is available to comment on AI, investing, and the future of automating complex decision-making.

James Vanreusel spent 8 years with a Wall Street investment bank. He generated around $8 Million in annual sales through his relationships with hedge and mutual funds, before moving into private equity and asset management. After leaving Wall Street, he became a CFA Charterholder and went on to found three microfinance banks in the South Pacific. He also created a holding company based in Singapore that delivered growth at 600%. In 2014, he moved to San Francisco and set up Vanreusel Ventures: a team of CFO consultants and financial analysts, working with for-profit and non-profit clients across the US. They help emerging companies to grow and scale, by building teams and systems that will expand with the business. All while developing the finance skills and mindset of the CEO. The result is a framework to see the business through the early years, in readiness for its first full-time CFO. The #1 Key To Creating A Thriving Business is James’ first book – drawing on the first 20 years of a career that’s taken him deep into the world’s financial markets. Here is a link for your free book: https://vanreuselventures.com/free-book/

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 804.270.2765 Glen Allen, VA Available for national and international commentary Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives. www.EagleVisionWealthManagement.com www.EagleVisionAccounting.com

I work with busy successful individuals and families who are looking to take control of their financial future without getting bogged down in confusing details. With over 13 years of experience, I help high earners and those approaching retirement make smart, impactful decisions confidently. As a flat-fee fiduciary, my mission is clear: to provide you with honest, personalized guidance that brings peace of mind. If you're unsure about hiring a financial advisor, let’s hop on a call. I’ll guide you on the right questions to ask, so you can confidently find the perfect advisor for your needs, no strings attached.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

If there’s a problem, I’ll solve it. If there’s chaos, I’ll organize it. And if something needs to get done? Consider it handled.With a background in Support Operations Management, I thrive on efficiency, organization, and making life easier for everyone around me. Whether it’s streamlining processes, managing high-stakes projects, or ensuring everything runs smoothly, I’m the person people turn to when they need things done - right and fast.Beyond operations, I’m also a content creator focused on travel & lifestyle, capturing the beauty of Cyprus and beyond (check me out on @hollydays.cy). As a Yoga Teacher, I balance my structured, get-it-done mindset with a passion for wellness and spirituality. Employment Interests: HNW Personal Assistant | Executive/Virtual Assistant | Yoga Teacher | Mediation Facilitor | Operations Manager | Social Media Manager | UGC Content Creator | Tourism & Travel Content | Luxury Hotel, Hostel & Holiday Content Creator | Restaurant & Food Content Creator

I am the Founder of Bountisphere, a personal money management platform designed to help Americans regain control of their money. My background is unique in Fintech: I hold a PhD in Classical Studies and have years of experience in AI and Behavioral Science. I realized that traditional budgeting apps fail because they ignore human psychology. That is why I built Bountisphere to turn the tangle of everyday money management into a simple Money Calendar. We combine behavioral insights with AI-powered coaching to help users stop looking backward at their expenses and start forecasting their future daily balances. Prior to Bountisphere: I was the inaugural COO at Memre.ai, bringing advanced learning algorithms to market. I served as Founding Editor of Westbrae Literary Group. I am available to comment on: The psychological shift from "Tracking" to "Forecasting." Why "Financial Peace of Mind" requires visualizing the future, not just budgeting the present. How AI is changing personal finance for Americans.