Influencers and Journalists for Financial Advisers

Delivered December 12th, 2019. Contributors: Sameen B., Justin B. and

Early FindingsInfluencers and Journalists for Financial Advisers

Part

of four

Part

Financial Adviser Influencers-Part 1

Bill Winterberg, Matt Ackerman, Steve Sandusky, Danielle (Dani) Fava, and Dave Ramsey are five influencers within the financial advisor industry. The requested details on these influencers have been compiled in the attached spreadsheet. A brief overview of the findings can be found below: 
Bill WinterbergBill Winterberg is the founder and president of FPPad.com. 
Being a certified financial planner with years of experience as a registered investment advisor, Winterberg provides technology consultancy services to financial professionals. 
He is a fintech vlogger and a keynote speaker and is widely recognized among financial advisors. 
EducationBill Winterberg graduated summa cum laude with a Bachelor's degree in Electrical Engineering from the Cogswell Polytechnical College. Winterberg earned Certified Financial Planner™ certification in 2005. 
Professional ExperienceBill Winterberg started his professional career as a software engineer
 at LeapFrog Enterprises, Inc. in 1998. 
In 2006, he entered the financial services industry and served as CEO and senior financial planner
 at Winterberg Advisory Group, LLC. He also served as an operations manager
 at CMC Advisers, LLC for two years.
In 2010, Winterberg joined the Financial Planning Association of Dallas/Fort Worth as a technology director. 
Winterberg also served as a technology columnist at Morningstar Adviser for four years. 
In 2008, he founded FPPad.com to provide technology consultancy services to financial advisors. 
Matt AckermanEducationMatt Ackerman graduated from Seton Hall University with a Bachelor's degree in Communications in 1997. 
Professional ExperienceAckerman started his career as a reporter at the NJ Law Journal. 
In March 2000, he joined SourceMedia and served as an online managing editor for 11 years and later, as an online editor-in-chief for more than a year. 
In 2013, he joined InvestmentNews as a digital editor and was promoted to director of digital content in 2014. 
Currently, he is serving as the director of multimedia at InvestmentNews. 
Steve Sandusky Steve Sandusky is the co-founder and CEO of ROL Adviser, a software and training company that serves financial advisors from over 250 advisory firms in 11 countries. 
Sandusky is also a coach, podcaster, and NYT Bestselling Author. 
Education Steve Sandusky graduated with a Bachelor's degree in Finance from Illinois State University. 
He received his MBA from Indiana University. 
Steve Sandusky is a Certified Financial Planner™ and had "held the Series 7, 24, 63, and 65 securities licenses." 
Professional ExperienceSteve Sandusky started his career as a pricing and scheduling analyst at Caterpillar Inc. in 1984. 
From 1989 to 1990, he served as a financial analyst at HP. 
He also served as a financial manager at Call Interactive for three years. 
From 1993 to 1999, he served as the vice president of business development at Securities America, Inc. 
Steve Sandusky served as managing partner
 at Peak Advisor Alliance for more than 11 years. 
In 2012, he founded Belay Advisor to provide coaching to financial advisors and leaders. 
Danielle (Dani) FavaDani Fava is the director of institutional innovation at TD Ameritrade Institutional. 
She was named one of the "top 16 women in Wealthtech 2019 by ThinkAdvisor." 
EducationDani Fava graduated from Wagner College with a B.S. in Finance and Financial Management Services. 
She is currently attending The Wharton School. 
Professional ExperienceDani Fava served as a senior business analyst at Checkfree Investment Services. 
From 2005 to 2009, she served at Citi as the vice president of product management. 
Dani Fava also served as a senior product manager at Fiserv for nearly three years. 
In 2012, she joined TD Ameritrade Institutional where she served as senior product manager for seven years before being promoted to director of innovation and director of institutional product strategy & development in 2016. 
Dave RamseyFounder of Ramsey Solutions, Dave Ramsey is among the most influential financial gurus in the US. His radio show, The Dave Ramsey Show, is one of the top five radio talk shows in the US. Around 13 million people listen to The Dave Ramsey Show on over 600 radio stations. 
EducationRamsey graduated from the University of Tennessee with a bachelor’s degree in finance and real estate. 
Professional ExperienceAfter seeing both early success and bankruptcy, Ramsey decided to share his experience with others. In 1992, he established the Lampo Group, now known as Ramsey Solutions, to provide financial counseling services. 
Research StrategyWe were unable to find a direct email or contact form for Dani Fava and hence we used third-party email finders including Hunter.io, RocketReach, and SignalHire, to provide her direct email. 
Additionally, no LinkedIn account for Dave Ramsey could be found after combing through his company website, third-party websites such as RocketReach, and Ramsey Solution's LinkedIn page. 

Part

of four

Part

Financial Adviser Influencers-Part 2

Jean Chatzky, Barry Ritholtz, Jeff Rose, Jay Coulter, and Bob Veres are five additional influencers within the financial advisor industry. The requested details on these influencers have been compiled in the attached spreadsheet. A brief overview of the findings can be found below:  
Jean ChatzkyJean Chatzky is an award-winning personal finance journalist, the CEO and co-founder of HerMoney, financial editor for NBC's Today show, financial ambassador of AARP, and the author of nine best-selling books. 
EducationJean Chatzky earned her Bachelor's degree in English Language and Literature/Letters from the University of Pennsylvania. 
Professional ExperienceJean Chatzky started her career as a blogger for Wells Fargo Retirement Blog: Beyond Today. 
After four years, she joined RetailMeNot, Inc. as a contributor. 
She was also a columnist at the Fortune Magazine for two years, a contributing editor at Bankrate, Inc., and an educational partner at Aon Hewitt. 
Jean Chatzky is currently serving as an educational partner at LifeLock, a host at Money Matters RLTV, the director of education and editor-in-chief at SavvyMoney, educational partner at Fidelity Investments, editor-in-chief of "Your $
" at PwC, and columnist and financial ambassador at AARP and LifeReimagine. 
She is also the CEO and founder of Jean Chatzky and HerMoney. 
Barry RitholtzEducation Barry Ritholtz earned his Bachelor's degree from SUNY Stony Brook. 
He received his Doctor of Law (JD) degree from the Benjamin N. Cardozo School of Law, Yeshiva University. 
Professional Experience Barry Ritholtz is the "co-founder, chairman, and chief investment officer of Ritholtz Wealth Management," a financial planning and asset management company. 
Ritholtz is the founder and host of Bloomberg Radio's famous podcast show, Masters in Business (MIB). 
He also manages his finance blog, The Big Picture.
Jeff RoseEducation Jeff Rose earned his Bachelor's degree in finance from Southern Illinois University, Carbondale. 
He also received an Associate degree in Business Administration and Management, General from John A. Logan College. 
Professional ExperienceJeff Rose is a certified financial planner, blogger, and author of several books. He is also the founder
 of Wealth Hacker Labs and The Online Advisor Growth Formula. 
Jeff is also the creator of Good Financial Cents, a financial planning blog. 
He is also the founder of Alliance Wealth Management LLC and Alliance Investment Planning Group. Jeff has served as the CEO of Alliance Wealth Management LLC for over seven years and a partner at Alliance Investment Planning Group for more than three years. 
Before that, he served as a financial consultant at A. G. Edwards & Sons. 
Jeff Rose has also served as a staff sergeant of the Army National Guard. 
Jay Coulter Jay Coulter is the chief strategist at Resilient Advisor, a consultant to financial advisors, author of three books, and the host of The Resilient Advisor Podcast. 
Jay also founded Resilient Wealth, a financial planning and investment research company, and ConquerWorry. 
EducationJay earned his MBA from the Goizueta Business School at Emory University. 
He graduated with a B.S. in Business Management from The University of Tennessee. 
He also holds the Certified Financial Planner and Certified Investment Management Analyst certifications. 
Professional ExperienceJay Coulter started his career as a financial advisor at Charles Schwab & Co. in 1998. 
He served as the vice president at Lehman Brothers/Neuberger Berman for eight years. 
Jay also served at Morgan Stanley as a portfolio manager and financial planner for three years and at GreenHaven as an ETF portfolio specialist
 for one year. 
Jay remained the regional vice president of Guggenheim Investments for two years. 
Bob VeresEducation Bob Veres earned both his Bachelor's and Master's in English Literature from The University of Georgia. 
Professional ExperienceBob Veres served as an editor at the Financial Planning Magazine for eight years. 
He is the owner/commentator of Inside Information since 1991 and provides financial advice to finance professionals. 

Part

of four

Part

Financial Adviser Journalists-Part 1

The information for five journalists who cover financial adviser marketing or have specifically written about Snappy Kraken have been provided in rows 2-6 of the “Journalists” tab of the attached spreadsheet. They include Randy Diamond, Coryanne Hicks, Asia Martin, Ryan W. Neal, and Oisin Breen.
Articles Written by Selected Journalists
Randy Diamond has co-written an article that talked about how financial advisor/entrepreneur Ron Carson publishes content on his advisor affiliates’ websites for marketing purposes. 
Coryanne Hicks has written an article that provided tips for financial advisor marketing. 
Asia Martin has written an article that talked about Snappy Kraken’s partnership with turnkey asset management program (TAMP) Sawtooth Solution. 
Ryan W. Neal has written an article that talked about Snappy Kraken previously receiving investments from fintech accelerator ScratchWorks. 
Oisin Breen has written an article that talked about Snappy Kraken being one of the previous winners of XYPN’s financial technology competition. 

Part

of four

Part

Financial Adviser Journalists-Part 2

James J. Green (Jamie Green), Ginger Szala, Charles Paiker, Sean Allocca, and Mark Schoeff Jr. are five additional journalists who cover financial adviser marketing or have specifically written about Snappy Kraken. The requested details about these journalists have been compiled in rows 7-11 of the Journalists tab of the attached spreadsheet. A brief summary of the findings can be found below: 
Articles Written by Selected Journalists James J. Green (Jamie Green) is an editor at Jamie Green Reports, an advisor-focused writing service. He has written an article about Snappy Kraken titled "Start with a risk number, end with new clients: Snappy Kraken."
Ginger Szala is a media consultant currently working at Investment Advisor Magazine as executive managing editor. She has been writing about financial business and alternatives for nearly 30 years. On October 28, 2019, Szala published an article about Snappy Kraken titled "Industry stalwarts join Snappy Kraken board."
Charles Paikert is currently working as a senior editor at Financial Planning magazine and financial-planning.com. He has written an article about digital marketing for financial advisors where he talks about how financial advisors can improve their marketing and engagement activities to derive results. In this article, he frequently mentions Snappy Kraken and its CEO Robert Sofia. 
Sean Allocca is an editor at Financial Planning. He has written an article about Snappy Kraken, titled "Inspired by ‘Shark Tank,’ fintech competition prompts tech firms to dive in." 
Mark Schoeff Jr. is a senior reporter at InvestmentNews. He has written an article about Snappy Kraken and its CEO Robert Sofia. 