Financial Advisor Council

Lee Baker is a certified financial planner and the founder, owner and president of Claris Financial Advisors in Atlanta.

Louis Barajas is a certified financial planner and the CEO of International Private Wealth Advisors in Irvine, California.

Douglas Boneparth is a certified financial planner and the president and founder of Bone Fide Wealth in New York City.

Jude Boudreaux is a certified financial planner and a partner and senior financial planner at The Planning Center in New Orleans.

Lazetta Rainey Braxton is a certified financial planner and the founder and managing principal of virtual firm The Real Wealth Coterie.

Marguerita Cheng is a certified financial planner and the CEO of Blue Ocean Global Wealth in Gaithersburg, Maryland.

Marianela Collado, a certified financial planner, is a senior wealth advisor and the CEO and co-owner of Tobias Financial Advisors in Plantation, Florida.

Cathy Curtis is a certified financial planner and the founder and owner of Curtis Financial Planning in Oakland, California.

Sophia Bera Daigle is a certified financial planner and the founder of virtual firm Gen Y Planning.

Rianka R. Dorsainvil is a certified financial planner and founder and senior wealth advisor at virtual firm YGC Wealth.

Blair duQuesnay is a chartered financial analyst and certified financial planner, and an investment advisor at Ritholtz Wealth Management.

Kamila Elliott is a certified financial planner and the co-founder and CEO of Collective Wealth Partners in Atlanta.

Stacy Francis is a certified financial planner and the president and CEO of Francis Financial in New York City.

Gloria Garcia Cisneros is a certified financial planner and wealth manager at LourdMurray in Los Angeles.

Barry Glassman is a certified financial planner and the founder and president of Glassman Wealth Services in Vienna, Virginia.

Uziel Gomez is a certified financial planner and the founder of Primeros Financial in Los Angeles.

Ivory Johnson is a certified financial planner and the founder of Delancey Wealth Management in Washington, D.C.

Bradley T. Klontz, a psychologist and certified financial planner, is a managing principal of YMW Advisors in Boulder, Colorado.

Tim Maurer is a certified financial planner and the chief advisory officer at SignatureFD, which has offices in Atlanta and Charlotte, North Carolina.

Carolyn McClanahan, a physician and certified financial planner, is the founder of Life Planning Partners in Jacksonville, Florida.

John H. Mullen is managing director, president and CEO at Parsons Capital Management in Providence, Rhode Island. The firm ranked No. 1 on CNBC's Financial Advisor 100 list for 2025.

Chelsea Ransom-Cooper, a certified financial planner, is a co-founder and the chief financial planning officer of Zenith Wealth Partners in Philadelphia.

Winnie Sun is the co-founder and managing director of Sun Group Wealth Partners in Irvine, California.

Zach Teutsch is the founder of and a managing partner at Values Added Financial in Washington, D.C.

Landon Warmund is a certified financial planner with Reliant Financial Services, based in Kansas City, Mo.

Financial professionals who have previously served on the CNBC Digital Financial Advisor Council.