Profiles of 7 Influential Financial Experts Shaping the Industry

Financial advisors are key professionals offering expert guidance on investments and wealth management. They develop personalized strategies to help clients achieve their financial ambitions from young adulthood to retirement. Their services span income tax preparation, investment oversight, estate planning, and more. To find trustworthy advice, one should consider the industry’s most renowned and influential advisors.

Josh Brown, CEO, Ritholtz Wealth Management

He specializes in portfolio management and client investment strategies. Brown is the creator of TheReformed Broker blog, recognized as the top financial influencer on social media by Barron’s, The Wall Street Journal, and TIME Magazine.

Additionally, he appears on CNBC’s "The Halftime Report" and writes columns for Fortune Magazine. Brown authored "Backstage WallStreet" and "Clash of the Financial Pundits." As CEO of Ritholtz Wealth, he serves on advisory boards for Riskalyze and Brightscope, leading fintech startups that promote transparency and analytics in investing.

Michael Kitces, Partner and Director of Wealth Management at Pinnacle Advisory Group and Co-Founder

Starting as a life insurance agent, Kitces found his passion in financial planning. With a master’s degree and CFP certification, he launched "The Kitces Report" and the Nerd’s Eye View blog, sharing advanced insights for financial professionals.

Marguerita Cheng, CEO of Blue Ocean Global Wealth

Formerly at Ameriprise Financial and Towa Securities in Tokyo, she advocates for prudent financial advice. Her mantra emphasizes balancing health and wealth, aiming to help families and organizations manage finances effectively. Her dedication has made her a top financial advisor.

Ted Jenkin, Co-CEO of oXYGen Financial

Driven to serve Generation X and Y, Ted founded oXYGen Financial to simplify financial planning for modern families. He maintains active presence through his "Your Smart Money Moves" blog, Giggle Insurance, and the Shrimp Tank podcast.

Jeff Rose, CEO and Founder of Alliance Wealth Management

As a veteran and certified financial planner, Jeff founded GoodFinancialCents.com and authored "Soldier of Finance." His goal is to empower individuals to take control of their finances with clarity and confidence.

Brittney Castro, CEO of Financially Wise Women

Based in Los Angeles, she specializes in making financial planning accessible and engaging for women and couples in their 30s and 40s. Her innovative, compassionate approach focuses on ensuring clients reach their dreams without financial anxiety.

Kirk Chisholm, Wealth Manager and Principal at Innovative Advisory Group

Since 1999, Kirk has built strong relationships with clients through clear explanations and patience. His firm emphasizes a value-based investment process, integrating traditional and alternative assets to optimize wealth management.