Financial Literacy
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BusinessJoshua Chefec
Joshua Chefec is a commercial banking leader at KeyBank with nearly two decades of experience serving middle-market companies in New York City. He specializes…
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BusinessRichard Donoff
Richard Donoff, Managing Partner at Sunshine Financial Partners in Parkland, FL, has spent over 26 years helping retirees create guaranteed income and protect against…
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DevelopmentJack McCarroll
Jack McCarroll is a Normal, Illinois finance professional with a BS in Finance from Illinois State University and FINRA Series 7 and Series 63…
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CommunityKenneth W. Rudzinski
Kenneth W. Rudzinski is a retired financial advisor and author based in Fort Myers, FL. He founded The America Group in 1988 and authored…
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BusinessJustin Brewer
Justin Brewer is the Founder and CEO of Greenhub in Las Vegas, Nevada, helping business owners understand credit card processing, cut hidden fees, and…
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BusinessDustin Stanley
Dustin Stanley is the Founder and President of Stanley Wealth & Retirement in Sarasota, Florida, where he helps retirees and pre-retirees build clear, education-first…
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DevelopmentSpencer Short
Spencer Short is a Digital VEA at Morgan Stanley in Alpharetta, Georgia. This profile covers how Texas A&M built his confidence, work habits, and…
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FaithJosiah Grauso
Josiah Grauso, based in Bartonsville, Pennsylvania, helps lead ASC Financial Group and guides families on retirement planning, Social Security timing, and steady income strategies…
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Real EstateAndre Shammas
Andre Shammas is a tax preparer in El Cajon, California who helps individuals, families, and small business owners stay organized, avoid common tax mistakes,…
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BusinessCindy Couyoumjian
Cindy Couyoumjian is the founder of Cinergy Financial, a California-based firm built on financial education and sustainable investing, drawing on more than three decades…
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BusinessJaime Bejar
Jaime Bejar, founder of Automate My Cash Flow and Online Empire University, built two Los Angeles companies from $100,000 in personal debt, now teaching…
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BusinessJohn Margerison
John Margerison develops AI trading algorithms and has funded 1.5 million meals, flight evacuations from Ukraine, and anti-trafficking work over seven years. He explains…