I am a husband, father to two amazing kids and founder of Crest Wealth Advisors, a fee-only financial advisory firm specializing in helping those

Ed is passionate about helping people worry less about money through well-thought-out financial strategies for retirement. Growing up, Ed was

Eric Edwards is a dedicated educator with over 20 years of experience in investing, retirement, and income planning. He is widely recognized as a

Lizz Milardo has over 25 years of experience in financial services. She prides herself on being collaborative, approachable, and a trusted fiduci

Scott McGimpsey's trajectory in the financial services industry is both unique and remarkable. The youngest of nine children, born in workin

Tim Sullivan, NSSA®, ChFEBC, and FRC is a nationally recognized Financial Educataion, Author, Retirement Planner, Federal Employee Retirement

Junko Rivka Horvath is a CEO of Fujiyama Wealth Management in Atlanta, Georgia. She is a CERTIFIED FINANCIAL PLANNER and Certified Financial Tran

Steven Sirot and Steve Melchiorri serve as Co-Presidents of the Cedar Knolls Chapter of the American Financial Education Association (AFEA), brin

Joe began his career as an investment advisor in 2014 and quickly began building meaningful relationships with his clients. Joe’s deepest d

Jeremy was raised on an apple farm in Southeastern Michigan. He is the proud father of two children - Jack 21, and Ruby 19, and along with