Dr. Megan McCoy is an Assistant Professor at Kansas State University's Department of Personal Financial Planning. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™. She teaches undergraduate, graduate, and doctoral courses focused on financial well-being, financial therapy, and couple dynamics regarding finances.

Dr. McCoy serves on the Financial Therapy Association's Board of Directors and was the past Associate editor of the Journal of Financial Therapy. She is currently co-editor for the Financial Planning Review. Dr. McCoy has also been featured as a financial well-being expert on The Today Show, NPR, BBC, the Wall Street Journal, and many other media outlets.

Dr. Michael Gene Thomas is a Lecturer at the University of Georgia. He teaches Financial Planning, Housing and Consumer Economics, where he has won numerous teaching awards. Thomas holds a Ph.D. Financial Planning from the University of Georgia.

His research involves understanding what factors influence financial well-being across socio-economic status and how to optimize those factors through evidenced-based interventions or therapeutic methods. Dr. Thomas is the author of Black Financial Culture: Building Wealth from the Inside Out.

Dr. Donald (Bruce) Ross III, AFC®, CFT-I™ is an Assistant Professor at the University of Kentucky. He holds a Ph.D. in Human Development and Family Science with an Emphasis in Marriage and Family Therapy and a specialization in financial counseling and financial therapy practices.

Dr. Ross' professional and research interests primarily focus on personal and family financial well-being. Dr. Ross is the Current secretary and President of the Financial Therapy Association and is an Accredited Financial Counselor. Dr. Ross also serves on the Editorial Board of the Journal of Financial Therapy, as well as an ad hoc reviewer for Family Relations, Contemporary Family Therapy, Journal of Personal Finance, and Journal of Financial Counseling and Planning.

Ed Coambs is a Licensed Marriage and Family Therapist, Certified Financial Therapist-Level I™, and Certified Financial Planner®. Ed is the owner of Therapy-Informed Financial Planner™.

He is also the author of The Healthy Love and Money Way, written for readers wanting to learn how to cultivate more financial intimacy and joy in their relationships and finances. Mr. Coambs has a Master of Arts in Christian Counseling and a Master of Business Administration (Finance Concentration).

Ed is the past President of the Financial Therapy Association, an organization comprised of professionals dedicated to integrating cognitive, emotional, behavioral, relational, and financial aspects of well-being.

Brad Wilcox is Professor of Sociology and Director of the National Marriage Project at the University of Virginia, Future of Freedom Fellow at the Institute for Family Studies, and a nonresident senior fellow at the American Enterprise Institute.

The author of Get Married, (Harper Collins, 2024), Wilcox studies marriage, fatherhood, and the impact of strong and stable families on men, women, and children.

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As an undergraduate, Wilcox was a Jefferson Scholar at the University of Virginia (’92) and later earned his Ph.D. from Princeton University. Prior to coming to the University of Virginia, he held research fellowships at Princeton University, Yale University, and the Brookings Institution.

Mr. Page spent 15 years as a personal finance and economics educator. He was recognized as a National Educator of the Year by the Milken Foundation and Ohio Department of Education, a CNN Money Hero, and a former Working Group Member of President Obama’s Advisory Council on Financial Capability. He develop personal finance content for various universities, non-profit organizations, and departments of education.

Mr. Page transitioned to a senior-level position with Next Gen Personal Finance when he moved to Atlanta to support his wife's career and later served a one-year term as a Visiting Scholar at the Consumer Financial Protection Bureau.

Mr. Page is the founder of Modern Husbands, which is dedicated to sharing ideas to manage money and the home as a team.

Dr. Jessi Streib is an Associate Professor at Duke University. She has a PhD in Sociology from the University of Michigan.

Dr. Streib is the author of the Power of the Past: Understanding Cross-Class Marriages looks at how couples who grew up in different class backgrounds think about how to spend money, plan their careers, raise their children, and express their emotions.

She is also the author of Privilege Lost: Who Leaves the Upper Middle Class and How They Fall explains how children enter a lower social class than their parents. The Accidental Equalizer: How Luck Determines Pay After College reveals the determinants of pay among recent college graduates and how students from unequal class backgrounds can receive equal pay.

Rahkim Sabree AFC®, a financial therapist and author/columnist, focuses on the intersection of financial education and financial trauma as barriers to financial empowerment. He often discusses the impact of his early experiences with poverty on his relationship with money and the nuances of financial trauma, culture, and race.

His work has been published in Forbes, where he is a columnist and the Business Insider, Black Enterprise, Entrepreneur, Money Group, The Grio, CEO World Magazine, Parents Magazine, and more.

Rahkim has also spoken for such brands as Experian, The Financial Therapy Association, FinCon conference, The Association For Financial Counseling And Planning Education, and more.

Laurie Israel is a nationally known prenuptial agreement attorney and mediator. She works as an attorney, consultant, and mediator. Her practice focuses on prenuptial and postnuptial agreements.

Laurie is admitted to practice in Federal courts, including the United States Supreme Court.

Laurie is one of the initial practitioners and developers of the field of marital mediation. She has written for and been interviewed in the New York Times, the Wall Street Journal, New York Magazine’s “The Cut,” and other publications. She is the author of “The Generous Prenup: How to Support Your Marriage and Avoid the Pitfalls.”

Mikel Van Cleve, CFP®, FBS® and CEBS®, is a doctoral student at Texas Tech University in the Personal Financial Planning program, where his research centers around managing money in blended families.

He's a Certified Financial Behavior Specialist® and Certified Employee Benefit Specialist® with 20 years of experience in financial services.

Mikel and his wife, Heather, are in a blended family, which has fueled his passion for research on an ever-increasing population segment.

Aja Evans, LMHC, has been providing psychotherapy for over a decade. She creates a safe, comfortable, judgment-free space to support your journey towards your vision of your best self. She supports those struggling with stress related to their career, finances, income, or wealth, among other challenges. 

Aja holds a Master's in Mental Health, is a Licensed Professional Counselor, Accredited Financial Counselor, and is a Certified Financial Social Worker Counselor. 

Aja is the incoming Financial Therapy Association Board President.

JL Collins is regarded as The Godfather of FI (The Financial Independence movement). 

JL is the author of The Simple Path to Wealth, which has sold over 500,000 copies globally.

The Simple Path to Wealth is considered one of the best personal finance books ever written. 

He later wrote How I Lost Money in Real Estate Before it was Fashionable and Pathfinders: Traveler’s Tales from the Simple Path to Wealth.

JL has been married to his wife Jane since 1982. 

Feraud Calixte, J.D. (attorney) and CFP® (Certified Financial Planner) is a Senior Financial Advisor at Modera Wealth Management, LLC. He is also a proud National Association of Personal Financial Advisors (NAPFA) member, where he currently serves as a National Board Member. He's also a Fee-Only Network Society of Financial Service Professionals (FSP) member.

Feraud has been quoted by various publications, such as U.S. News & World Report, Yahoo Finance, Investment News, and NAPFA Advisor. Feraud has been recognized by Investment News 40 under 40 as an emerging leader in the industry. Feraud is a graduate of NYU.

Dr. Michelle Kruger CFP® holds a Ph.D. in Financial Planning, Housing, and Consumer Economics. Her dissertation was Three Essays on Financial Satisfaction and the Joint Financial Management of Couples. While studying at UGA, she was awarded the United Capital Outstanding Student Award.

Dr. Kruger is the author of The Psychology of Financial Planning: Practitioner Resource Guide written for CERTIFIED FINANCIAL PLANNER™ practitioners. She has also co-authored The Fundamentals of Writing a Financial Plan, The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice, and Financial Planning Counseling Skills. She is currently a Senior Financial Planner at Gratus Capital and Part-Time Lecturer at the University of Georgia.

Joni Alt is a Senior Wealth Advisor with Evermay Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. Joni was elected to join the NAPFA Board of Directors for the 2021-2024 term. She is also a National Association of Enrolled Agents and Financial Planning Association member.

Joni Alt began her career with Charles Schwab & Co. and served as a Director of Financial Planning and Advisor at other firms before joining Evermay Wealth Management in 2021. She received a B.A. from West Virginia University and a B.S. in accounting from George Mason University.

Dr. Kate Mangino is a gender expert who works with international organizations to promote positive social change. She has written and delivered curricula in over 20 countries about issues such as women’s empowerment and healthy masculinity.

She brings her lens of social change to her debut book, Equal Partners, which introduces readers to a diverse group of men who are proud to be equal partners in the home. She draws from their examples to offer practical advice as to what each of us can do to rewrite gender norms.

Kate has published in Time and Slate; Equal Partners has been featured in The Atlantic, CNN, BBC World News and The Guardian.

Dr. Daniel Otter is the Executive Director and founder of 403bwise, a 501(c)(3) non-profit organization. He is a teacher, writer, and personal finance advocate who strives to simplify the complex, whether it is social studies, teacher education, or personal finance topics. Since 2000, he has operated the nationally recognized site 403bwise.org.

Dan and his company have been featured in the Motley Fool, USA Today, Washington Post, New York Times, and The Wall Street Journal. In 2012, Money Magazine named Dan one of 40 who have made "extraordinary efforts to improve others' financial well-being." Dan is a two-time winner of the NAGDCA Media Recognition Award and the author of two books: Teach and Retire Rich and Financial Literacy. Simplified.

Eve Rodsky transformed a “blueberries breakdown” into a catalyst for social change when she applied her Harvard trained background in organizational management to ask the simple yet profound question: What would happen if we treated our homes as our most important organizations?

Her New York Times bestselling book and Reese’s Book Club Pick, Fair Play, is a gamified life-management system that helps partners rebalance their domestic workload and reimagine their relationship. Her book was also the inspiration for the Apple TV documentary Fair Play.

Eve Rodsky received a B.A. in economics and anthropology from the University of Michigan and a J.D. from Harvard Law School.

Silvia de Denaro Vieira is the Co-Founder & CEO at Coexist. Coexist is the tool for the future of home management, making housework more visible, fair, and automated. The idea for Coexist was born when Silvia was transitioning into marriage.

Coexist is backed by Techstars, the world's largest pre-seed accelerator. Member of Parenthood Ventures and alums of Galvanizer, a startup accelerator at Stanford.

Silvia is recently married and graduated with honors from Duke University.

Dr. Coleman is a psychologist and a Senior Fellow with the Council on Contemporary Families.

He has written for The New York Times, The Atlantic, NBC THINK, The Behavioral Scientist, CNN, MarketWatch, Greater Good Magazine, AEON, Huffington Post, Psychology Today, Variety, and more. He has given talks to the faculties at Harvard, the Weill Cornell Department of Psychiatry and other academic institutions.

A frequent guest on the Today Show and NPR he has also been featured on Sesame Street, 20/20, Good Morning America, PBS, America Online Coaches, and numerous news programs for FOX, ABC, CNN, and NBC television. Dr. Coleman is the author of The Lazy Husband: How to Get Men to Do More Parenting and Housework.

Sarah Newcomb, Ph.D. is a behavioral scientist and Founder of the Thrive Financial Empowerment Center. As an applied scientist, Sarah adapts the findings of academic research for practical use in personal financial management. Through writing, speaking, and coaching, she teaches people of all stripes to build lives they love with the resources they have.

Dr. Newcomb’s work has earned mentions in Reuters, the Wall Street Journal, Forbes, HerMoney, and other outlets, and she is the author of Loaded – Money, psychology, and how to get ahead without leaving your values behind (Wiley, 2016).

Adrienne Hines has nearly 20 years of experience as a bankruptcy attorney. Her commitment to the people she serves and her growth in the field is recognized nationwide. 

In 2019, Adrienne was one of only two attorneys in Ohio admitted into The College of Workers’ Compensation Lawyers. Her advice has been shared in various legal publications and in Newsweek. 

Adrienne is deeply passionate about bankruptcy education, devoting much personal time to sharing her wisdom and dispelling the myths that compound debt problems before bankruptcy on TikTok, where she has around 70,000 followers. 

Beverly Harzog is a nationally recognized consumer finance analyst, credit expert, and media personality. She's also the bestselling and award-winning author of five personal finance books.

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Her expert advice has been featured in thousands of media outlets such as The Wall Street Journal, USA Today, Money Magazine, The New York Times, Kiplinger, and the Washington Post. She's appeared on Fox News, CNN Newsource, NBC New York, NY1, ABC New York, NBC NY, and ABC News Radio. 

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Beverly's books have been #1 Amazon Best Seller in three categories: Credit Ratings & Repair, Personal Finance, and Budgeting and Money Management. Her book, The Debt Escape Plan, won the American Society of Journalists and Authors 2016 Outstanding Nonfiction Book Award in the Self-Help category.

Nearly every day, Dan Rooker, CFP®, CSLP® guides borrowers through Student Loan Planner, figuring out how they can tackle their student loans with less anxiety. Student Loan Planner is one of the nation's leading student debt consultation companies.​

Dan is a partner with SLP Wealth, a financial planning and coaching firm dedicated to helping everyday people take control of their financial future. Dan holds a BA in Physics from Kenyon College and was a Research Fellow at Johns Hopkins University.

Danielle Davis MBA, AFC® is the CEO & Founder of Davis Money Management Solutions, LLC. Davis is the author of Couples and Currency: A Guided Journal to Help Partners Build Financial Intimacy and Generational Wealth. Danielle provides financial coaching services to couples at DanielleReneDavis.com.

Prior to that she has spent the last 12+ years working in various accounting and finance leadership roles and incorporates her expertise in the work that she does.

Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean previously worked for Deloitte & Touche and PwC. He is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants.

Sean has been quoted in media outlets such as The New York Times and Forbes. He writes the Plutus Award-winning blog FITaxGuy.com on the intersection of tax and financial independence.

Jackie is a CFP® (Certified Financial Planner), AFC® (Accredited Financial Counselor®), and holds a Master of Science in Personal Financial Planning.

Jackie is the author of the award winning book "Money Letters 2 My Daughter." She has been featured on the Emmy award-winning "Rachael Ray Show," where she shared her personal finance tips, and a repeat guest on CNBC's "Closing Bell" to discuss the stock market. Jackie was recognized with a Congressional Commendation from the U.S. House of Representatives for her accomplishments in the field of financial literacy. Jackie retired a self made millionaire in her 40s and is the author of F.I.R.E. for Dummies.

Andy Murphy is the Founder of The Secure Dad, empowering families to live safer, happier lives. Andy believes every parent is a protector, and he uses The Secure Dad as a platform to enable parents to keep their families safer.

Andy discusses topics like home security, situational awareness, privacy, and online safety. He shares best practices through his books, website, and weekly podcast.

Haley and Justin Brown-Woods are a married, millennial couple with three children who began their debt-free journey in Fall 2019. Haley and Justin got serious about changing the narrative they had created for their lives. Within 18 months, they had paid off over $132,000 of debt and restarted their wealth journey.

Their podcast, Price of Avocado Toast, focuses on having open and honest money conversations with others to help remove the stigmas and shame around finances. In 2021, Haley began the financial coaching branch of Price of Avocado Toast. She brought Justin onto the team in 2023, and together, they have helped clients tackle over $1M of debt. Now, their family is working towards generational wealth building and a future of outrageous generosity.

Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller.

Ron is also the author of the highly regarded book, “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make”

Ron has been the “Your Money” columnist for The New York Times since 2008.

Matt Frey is the Communications Director and Policy Advisor for Kentucky State Treasurer Allison Ball. Before joining Treasurer Ball’s staff, he was the Executive Director of the Kentucky Financial Empowerment Commission (KFEC). At KFEC, Frey started the Kentucky Financial Educators Network, the Kentucky Bank On Network, and the Financial Empowerment for Commonwealth Employees program to improve the financial literacy and financial education of Kentuckians.

Frey has five years of experience researching financial literacy and financial education. This was done most recently with Dr. Annamaria Lusardi at the Global Financial Literacy Excellence Center in Washington, D.C. Frey is a graduate of George Washington University.

John Eringman is an American entrepreneur and internet personality. He is best known for helping couples master their money. His TikTok channel has amassed 1.3 million followers. John has been featured in CNBC, Market Watch, and Fincon. John’s core value is always being open, honest, and transparent with conversations around money. John aims to empower his viewers with the knowledge and tools to make the best financial decisions for them and their families.

John Eringman and his future wife Paige Ingram are DINKs (Double Income No Kids). John teaches a master class for DINKs. John graduated from the University of Cincinnati graduate with a degree in Finance.

David & John Auten-Schneider use their personal experience and nearly 30 years of combined financial services experience to talk about the unique financial needs of the queer community so we all live richer lives. They're inspiring and creating a financially strong queer community to thrive, protect, and advance our rights.

They co-authored "4: The Four Principles of a Debt-Free Life" and co-host the weekly podcast Queer Money, which is the only show talking about the financial nuances of the queer community. They have been featured in Forbes, Motley Fool, Yahoo Finance, Time, Business Insider, and Huffington Post, among other media outlets.

Dr. Brenda Volling is a developmental psychologist and award-winning educator and researcher who holds the role of Lois Wladis Hoffman Collegiate Professor of Psychology at the University of Michigan.

Her research focuses on early social and emotional development with infants, toddlers, and preschoolers, parent-child interaction, and family relationships. Dr. Volling works primarily with young fathers during the perinatal period and the transition to fatherhood and studies men’s mental health, father-child relationships, and co-parenting. Her research has been showcased on CBS Sunday Morning, the BBC, the Washington Post, the New York Times, and Parents magazine.

Skip Schweiss, CFP®, AIF® is the CEO of Sierra Investment Management and the Board chair of the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners.​

Schweiss recently served as President of TD Ameritrade Trust Company and Managing Director of Advisory Advocacy.

Mr. Schweiss directly influenced legislation and regulation, including the SECURE Act (2019) and the DOL Conflict of Interest Rule, among others.

Manisha Thakor earned her undergraduate degree from Wellesley College, spent a year as a Visiting Student at Oxford University, and received her MBA from Harvard Business School.

Manisha is a Chartered Financial Analyst (“CFA”) and a CERTIFIED FINANCIAL PLANNER™ (“CFP”) who spent over 30 years working in a wide range of roles in the financial services industry — from investing for institutions and providing financial life planning for individuals to serving on a Fortune 200 independent mutual fund board.

Manisha is the author of Money Zen: The Secret to Finding Your “Enough.”

Peter Polson started his career as an Analyst in Technology Mergers and Acquisitions at JP Morgan. He then served as Director of Product Development at Monet Mobile Networks, where they launched the first 3G data network in North America.

Since 2014, Peter has been the CEO and Founder of Tiller Money, a company that provides customizable tools for managing personal finances. Tiller feeds your financial data into your private spreadsheets under your control. Tiller does not sell data or show ads. They’re proud to be solely supported exclusively by subscriptions.

Peter Polson holds an MBA in General Management from The Tuck School of Business at Dartmouth.

Dr. Jenny Olson teaches at Indiana University's Kelley School of Business. Her research focuses on consumer behavior within interpersonal contexts, with specific interests in: consumer financial decision-making, social cognition, and inferential processes.

For example, she examines the interplay between money and couples' relationship formation and quality (e.g., how partners' bank account structure, financial infidelity, and conversations about money affect relationships and financial well-being). Dr. Olson is best known for her groundbreaking findings in money management and relationships, released in the summer of '23.

Dr. Scott Rick is an award winning Associate Professor of Marketing at the University of Michigan's Ross School of Business. Rick received his Ph.D. in Behavioral Decision Research from Carnegie Mellon, and was a post-doctoral fellow at Wharton. Rick's research focuses on understanding the emotional causes and consequences of consumer financial decision-making.

Rick has published in marketing, psychology, management, neuroscience, and economics journals. His research has been covered by media outlets such as the New York Times, the Wall Street Journal, the Financial Times, the Washington Post, NPR, and Harvard Business Review. He is the author of Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships.

As the founder and financial coach of My BPD, My Money, Amy combines her financial counseling, career coaching, communication, and goal-setting skills with therapeutic modalities to create personalized plans for clients to succeed with their finances.

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Amy is an Accredited Financial Counselor (AFC®) and Certified Financial Therapist (CFT-I™).

Christian Sherrill is a Director at Next Gen Personal Finance, the nation's leader in providing personal finance curriculum and professional development to educators. Christian is also a co-host of the Modern Husbands Podcast.

His work and passion are to help end the opportunity gap, specifically by guaranteeing all high school students pass a personal finance course before they graduate. He has delivered tens of thousands of hours of professional development to high school personal finance teachers nationwide.

Christian holds a B.A. in Economics and Hispanic Studies from Dartmouth College. Christian's wife, Chelsea Hayman, MD, is an Emergency Medicine Resident at NYU.

Paul founded The Company of Dads, the first platform dedicated to creating a community for Lead Dads. Its mission is to help Lead Dads feel less isolated and more confident that they have made the correct choice to take on the bulk of the parenting and family duties - or at the very least not embrace stereotypes around who does what at home.

Before starting The Company of Dads in 2021, Paul wrote the Wealth Matters column in The New York Times for 13 years.

Paul is the author of two books and has been interviewed on podcasts, radio, and television programs across America, including NPR, Marketplace, CNN, and Fox News. He has also given keynote talks around the world.

Mel Faxon is the COO & Co-Founder at Mirza, tackling childcare affordability so that no parent has to choose between family and career.

Mirza empowers working parents and the employers who support them with tools that strengthen every aspect of their lives. Their vision is to shape parental leave, child care, eldercare and other policies so that caregivers no longer have to choose between family and career.

Mel is a graduate of the University of Virginia and holds an MBA from the London Business School.

Dr. Tracey Brigman teaches various nutrition and dietary courses at the University of Georgia. She is also the Director of the FACS Education degree program and the National Center for Home Food Preservation Associate Director.

Tracey Brigman is a registered and licensed dietitian. She received her B.S. degree in Dietetics from Indiana University of Pennsylvania, her M.S. degree in Foods and Nutrition from the University of Georgia, and her Ed.D. in Learning, Leadership, and Organizational Development from the University of Georgia.

Before coming to the University of Georgia, she worked as a clinical dietitian in a hospital where she was responsible for the patients in the ICU, OB/GYN, and the general medical floor.

Tara Stewart is a professional organizer who helps couples experience how the removal of physical clutter and the organizing of their space can provide lightening of their spirit.

Together with her amazing team of organizers, they help make the hard decisions necessary to declutter and organize your space—in a functional and easy way.

Mrs. Stewart shares many of her decluttering and organizing ideas on Instagram, where she has over 50,000 followers.

Jason Vitug is a former corporate climber turned creative storyteller with a mission to empower others to transform their lives through experiential and purposeful living.

Mr. Vitug is a bestselling author with two books, You Only Live Once and Happy Money Happy Life. His other works have been featured in the New York Times, Forbes, Fast Company, and more.

In addition to writing, he works with Fortune 1000 companies, universities, startups, and credit unions as a speaker, consultant, and ambassador.

Leah Hadley is the Founder of Intentional Divorce Solutions and Intentional Wealth Partners. Intentional Divorce Solutions guides individuals through the complexities of divorce with dignity, offering expert mediation services, comprehensive financial planning, and personalized coaching.

Leah is also the author of "When It's Just Not Working: A Practical Divorce Guide for Stay-At-Home Moms." Leah holds the following credentials: Accredited Financial Counselor (AFC®), Certified Divorce Financial Analyst (CDFA®), Master Analyst in Financial Forensics (MAFF®), and Collaboratively trained Financial Neutral.

Geoff has worked in health and behavior change for nearly 20 years. He is a certified Tiny Habits Coach and exercise and behavior change expert. Geoff founded Bang Personal Training in 2008, where he and his team take a mindfulness-based approach to strength training.

Geoff has worked with Thrive Global, Precision Nutrition, Dr. BJ Fogg, and the Behavior Design Lab at Stanford University. He has been featured in Vice, GQ, and the Globe and Mail. And, of course, he's a dad.

He created Dad Strength with the vision of supporting men in caring for themselves—so they can care for the people in their lives. Change begins on the inside.

​Jay Zigmont, PhD, MBA, CFP® is the Founder and CEO of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first firm dedicated to serving Childfree people.

Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealth” and the upcoming book “The Childfree Guide to Life and Money.” Dr Jay is the co-host of the Childfree Wealth podcast. His Ph.D. is in Adult Learning from the University of Connecticut.

He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.  In 2023, he was named a “Rising Star” by Financial Planning.