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Amanda van der Gulik

Amanda van der Gulik, a home-schooling mom-preneur, is passionate about empowering our children and teens with life skills and money savvy so they will be Clever with their own Dough and have the positive self-esteem needed to live happy fulfilling lives as adults. Amanda’s enthusiasm for empowering kids and teens is highly contagious!  

She is the author of “The Insider’s Secrets to Teaching Children About Money”, “Allowance Secrets: To Give Or Not To Give?”, “50 Money Making Ideas for Kids”, “The Clever Dough Challenge”, “Get Unstuck For Kids!” and many more courses and books,

You can see what Amanda's up to at www.TeachingChildrenAboutMoney.com

Karen Hodgens

Karyn Hodgens studied child development at California State University before receiving her master’s degree in education with a specialization in elementary mathematics. With a multiple-subjects teaching credential, for over two decades, her passion has been designing real-world lessons that resonate with kids and their interests.

In 2006, Hodgens co-founded Kidnexions (kid·neck·shuns), a kid's educational company with the mission to help kids make connections between what they are learning and their everyday lives. In partnership with her husband, John, she created KidsSave, a kids’ savings and money management software program designed as a tool to help parents teach their children how to save and spend money wisely. Karyn is the author of Raised for Richness, a “how to” to help kids master financial literacy and written as a family guide to show parents and caregivers how to initiate vital dialogue on money—and life. It won the 2010 NAPPA Gold Award in the parenting resources category.

Her latest project is a series of Family Math Night kits designed to build strong family-school partnerships. Karyn continues to teach elementary and middle school kids how to prepare for their financial futures in addition to writing about kids and money issues. Contact Karyn or visit her on her Raised for Richness and Family Math Night Facebook pages where she shares daily tips.

You can see what Karen is up to at www.kidnexions.com

Arif M. Halaby

Arif has dedicated his life to protecting people. He has transitioned from 11 years of service with the Los Angeles Police Department to help people protect and preserve their hard-earned assets. Arif’s focus and mission is to help people save money, get out of debt, and plan for retirement.

Arif has been working with families’ financial matters and money management since 1996 and is now President and CEO of Total Financial Solutions, Inc. He holds life, health, property and casualty licenses and specializes in retirement planning. Additionally, he holds endorsements for annuities and long term care. His passion for educating his clients and the community resulted in the formation of Total Money School in 2002. He has taught financial principles as a guest speaker at many PTA events and numerous companies through Total Money School's Lunch-n-Learn program.

Additionally, Arif has expertise in the area of business development. He has been involved on a variety of levels with over 80 companies as a consultant, member of the board, or corporate officer. He has vast experience in helping business owners maximize their earning potential through creative business models and wise investment and insurance decisions.

Arif also hosts two radio shows on Santa Clarita's Home Town Station, AM 1220 KHTS. Tune in on Tuesdays from 1-3pm for the Total Financial Hour.

You can see what Arif is up to at www.tfswealth.com

Vince Shorb

Vince Shorb is President of The National Financial Educator’s Council (NFEC), an organization dedicated to increasing financial literacy. The NFEC offers educator certification, curriculum, financial education events, turnkey financial literacy programs and consultation.

Shorb is the founder of Money XLive – one of the nation’s largest full-production financial literacy events that teaches the value of entrepreneurship and financial responsibility in an MTV-award-show-style environment. He brings together celebrities, sport stars, recording artists and other entertainers to teach practical money matters in a concert venue.

In addition, Shorb serves on the board of directors for several nonprofit organizations and has partnered with nonprofit organizations including Junior Achievement, StandUp for Kids, After School All-Stars and the Matt Leinart Foundation. He has instructed and benefited more than 50 nonprofit organizations including Big Brother Big Sister, Girl Scouts, PALs, Phoenix House and the National Parenting Institute.

Shorb is the creator of a highly acclaimed, multimedia, virtual classroom on financial literacy – MoneySmarts Course - which combines YouTube-style videos, podcasts, MP3 downloads, interactive tools and course materials to provide real-world financial advice to young adults. He has also designed custom financial literacy curriculum for numerous organizations.

Further, Shorb is highly acclaimed and has been recommended by The National Parenting Institute and the Youth Leadership Academy. He has been featured on the Big Idea with Donny Deutsch, Dow Jones MarketWatch, New York Post, CNBC, Forbes.com and Smart Money. He is a recognized leading financial education authority and advocate.

Shorb brings real-world experience to the financial literacy field, having reviewed the personal financial statements of more than 10,000 clients and has been an active investor and entrepreneur since age 18. His financial knowledge combined with almost 20 years of investment experience puts him in a unique position to relate to and inspire today’s youth.

Shorb is fully aware of the challenges and opportunities faced by young adults today, and he provides practical advice on how to achieve a level of financial security that will keep them on the right path. His guidance and everyday financial know-how encourages them to harness the power of youth and achieve financial independence.

You can see what Vince is up to at www.financialeducatorscouncil.org/

Linette Daniels

Dr. Linette Daniels is a nationally acclaimed speaker, author and award winning success strategist who, for the past 20 years, has empowered youth from the cradle through college in a variety of youth-serving arenas to include public school, child care, foster care, juvenile court, social services, and early intervention.

As a single parent, she raised 12 therapeutic foster care and 2 biological children using her vision to see infants’ progress into developmentally strong toddlers, academically prepared preschoolers, empowered youth and successful adults.

Dr. Daniels believes that given the right space, tools, and training; ALL youth can succeed, and as founder of the International Movement To Empower More Youth, her mission is to empower youth for financial, business and leadership success so they can create the life they want to live.

You can see what Linette is up to at EmpowerMoreYouth.com

Michele Lawrence

For over a decade, noted philanthropist and business leader Michele Lawrence has served Philadelphia and its surrounding counties by educating and mentoring individuals and neglected communities on financial literacy and economic empowerment. Via workshops and discussions at churches, community centers and private homes, Lawrence has educated more than 5,000 individuals. Since 2009, Lawrence has served as a Senior Vice President and Community Banking President for the Delaware Central market of Wells Fargo. The Delaware Central market includes 53 stores in Philadelphia and marts of Montgomery County with over 500 employees, $3.7 billion in deposits, and $1.4 billion in loans. If Lawrence’s team operated as a stand alone bank, it would be the sixth largest in the city. As part of her role as SVP and Community Banking President, Lawrence goes into various communities on a weekly basis to educate individuals and organizations on the importance of financial literacy and being educated on how money works and the tools to financial growth and independence.

You can see what Michele Lawrence is up to at Michelelawrence.biz

Nick Wolff

Financial Education Presentation and counseling. Designed a board game encompassing aspects of entrepreneurship, accounting and macro-economic theory. He have modified rules of familiar board games, such as monopoly, to facilitate better learning.

You can see what Nick Wolff is up to at www.YouthFinancialEducation.com

Christine Strickland

Christine has over 25 years of experience working with financial institutions and their investment programs. She also has a passion for educating people on saving for their retirement goals.

During her career, she has held a variety of leadership roles in sales, training, marketing, and client service. From 2003 to 2011, she led a national sales division supporting over 3,500 licensed bankers for LPL Financial - the largest independent broker dealer in the United States. Throughout her career, whether she was working directly one-on-one with clients or leading sales teams, she has relentlessly promoted the need to help clients prepare for retirement. She is the President of the Charlotte Chapter of The National Association of Professional Women and serves on the professional development committee of Women in Insurance and Financial Services. She also volunteers with Dress for Success Charlotte and Life Share of the Carolinas.

You can see what Christine Strickland is up to at www.MyRetireDREAMS.com

John Lanza

Financial Literacy Expertise: Teaching pre- and elementary school kids about money, specifically allowance, making smart money choices and distinguishing between needs and wants.

You can see what John Lanza is up to at www.themoneymammals.com

Valery Satterwhite

As an Inner Wealth Consultant, Author, Speaker and Sports Psychology Coach Valery Satterwhite is a personal counselor to highly motivated affluent men and women who want to make their money matter and the quality of their life experience matter more. She is the originator of the unique and powerful counseling process, Worthy Wealthy & Wise, that enriches, capitalizes on and leverages the eternal wealth legacy within each individual.

The Worthy, Wealthy & Wise process and guiding principles combine traditional western psychological practices and multifarious transformational disciplines with Valery’s original methodologies to enrich and empower each client’s most valuable asset – a wealth of spirit. Clients learn how to invest their time, energy and financial resources into what they value most. Parents learn how overcome money fears and anxieties and how to teach their children how to have a healthy relationship with money and with themselves.

Credential Details:

• Master certification in Neuro-Linguistic Programming (NLP)
• Certified Sports Psychology Coach – Mindset Skills Training for success in and out of the game.
• Certification as a Multidimensional Awareness Facilitator (EQ – Emotional and Social Intelligence).

Author of:

• Money Moxie: How to Transcend the Paradox of Privilege & Liberate Your True Worth
• You Suck!: How to Transform Your Lying Fraidy-Cat Inner Critic Into a Confident Courageous Fan

You can see what Valery Satterwhite is up to at www.WorthyWealthyWise.com

Jon R. Orcutt

Jon R. Orcutt has recently finished his first book, "Master the Markets with Mutual Funds: A Common Sense Guide to Investing Success". His extensive experience working exclusively with individual investors, gives him unique insight into what makes a successful investor. His past “common sense” approach with clients has translated into a down-to-earth writing style that provides readers with a realistic guide to building sustainable wealth.

A graduate of SUNY at Fredonia, Jon R. Orcutt began his career at Edwards Jones, and at the age of 22 was handed the keys to his own office. While there, he built a business from the ground up, that achieved instant profitability. His early success propelled him to greater opportunities with UBS Wealth Management, where he was named Vice President at the age of 26, and later Smith Barney where he was named Vice President of Wealth Management.

Jon is passionate about sharing his knowledge and insider insight that he has obtained over the years with people who are hoping to take charge of their investing future and are searching for the truth. The last decade has been labeled the “Lost Decade” because the S&P 500 Index finished the decade down 9% and the Wilshire Total Market Index finished down 6%. Jon's simple strategy gained 144% in the same period of time, and did so while experiencing 50% less volatility than the markets. Jon's “risk vs. reward” strategy returns are unmatched.

Jon is eager to provide actionable allocations that make sense and help individual investors succeed on their own.

You can see what Christine Strickland is up to at www.allocationforlife.com

Claudia Mulcahy

Claudia has a passion for teaching practical spirituality, and systems for welcoming wealth. She’s an excellent money manager and change agent, and loves working with people who are willing to be held accountable, and look at their beliefs, habits and results—while making necessary changes.

As owner of Spirit and Money Matters, Claudia assesses current systems, beliefs, and results; recognizes roadblocks and guides participants toward creative solutions that support their desired outcome. She has proven success in establishing expectations of personal responsibility, leadership, alignment, and respect. She is highly effective in leading participants to bottom line results, including increasing net income, breakthrough performance, freedom, decreasing operational costs and achieving their heart’s desire.

Claudia received her bachelor’s degree from California Polytechnic State University, San Luis Obispo in Recreation Administration, and her master’s degree in Rehabilitation Counseling from San Diego State University. In 2005, Claudia received her doctorate in Religious Studies from Affiliated New Thought Network, Emerson Theological Institute, and in 2007, she received her ministerial license through International Centers for Spiritual Living.

Claudia’s has an upcoming book, Cancer: What to Do or Say (Tips for women newly diagnosed with breast cancer—and those wanting to help.) This book includes over 200 essential tips, photos, humor and raw moments from diagnosis through reconstruction— with twists and turns in the journey, including re-diagnosis.

Follow Claudia through her blogs, on Twitter, YouTube, and her Facebook fan pages.

You can see what Claudia Mulcahy is up to at www.spiritandmoneymatters.com

John Nicholson

John Nicholson is the owner of Driving Force Financial Network a company established to help everyone navigate through life's financial puzzles. His background with finance began with assisting family members in the late of 1980s. In the mid-1990s, his focus has was turned towards service assisting clients obtain financing for major home remodelling projects and commercial business building improvements. A Chicago area Television spokesperson for a few years with major local company. He was instrumental helping friends, relatives and customer with financing, retirement and risk management related questions.

John saw a dire need to help people through the puzzle of these confusing topics. He began assisting others besides his family members and closest friends. By becoming a financial advisor through insurance planning he was soon licensed to offer Life and health insurance, Indexed and Fixed Annuities, Long Term Care planning and Medicare.

Currently John sees a need for people to get back to basic money management through his website www.The401Kman.com and www.401fixs.com both of which have many choices available for business owners and individuals to plan and analyse retirement options.

You can see what Christine Strickland is up to at www.The401Kman.com

David Kimball

David Kimball is an author, speaker, and Personal Budget Planning Coach specializing in helping families save money, get out of debt, and live financially free within 36 months without using loans, investments, or other shady dealings. Just simple common sense advice our great grandparents used.

Join the many other Household Budgeting VIP Subscribers at no cost and receive sound advice to get you going along with a monthly bonus eBook.

Ellis San Jose

Ellis was a frustrated stockbroker and financial consultant when he realized that traditional brokerage firms did not offer the full spectrum of investments to their clients to grow & protect their wealth in different economic cycles. He also realized that the combination of misinformation perpetuated by Wall St. & the lack of financial education in our schools was causing a generational crisis of epic proportion. This led him on the path to meet many mentors that have personally taught him their wealth building strategies.

As a recognized as an expert in real estate and note investing, he has been interviewed by Money Magazine, lectures regularly at UCLA, and is a frequent invited guest speaker and panelist for many professional organizations & investment clubs. Earning his B.S. in Business Administration Finance & Real Estate, and Certificate in Financial Planning. Ellis shares unique perspective of over 20 years of experience as an investor in real estate, notes, and traditional stocks & bonds.

Because of his commitment to creating a community of knowledgeable investors he co-founded FIBI (For Investors By Investors) a mastermind network consisting of a range of beginning to expert investors, FIBI began in 2007 & has grown to over 14 Chapters spread throughout California & Arizona. Ellis frequently sponsors other investment educational programs & events throughout the year in Los Angeles, Orange, San Diego, Riverside & Ventura Counties.

You can see what Ellis is up to at www.thenoteguys.com & www.provestors.net

Ana Weber

Since her earliest days in post-WWII Romania and her childhood in Israel, Ana has wanted to both live life to the fullest AND make a difference in the world. Her passion for every facet of life has permeated her drive for personal and business success and inspired her to develop numerous innovations. Her creative time management, human resources, operations, and marketing systems have underpinned her own success and helped many others to a fuller life.

The consummate "people person," Ana approaches every person and every new experience with joy and love. Her employees love to work with her, and her friends love to be around her. And at every company she has helped to manage, she's helped engineer massive revenue growth. As an example, she took one company from annual revenues of $250,000 to $62 million in just five years, while creating 83 new full-time jobs. If you ask Ana the secret of her long string of business successes, she'll tell you it's all about building relationships.

In addition to her many decades of business experience, Ana has achieved success in multiple parallel careers—as a writer, speaker, life coach, and philanthropist.

You can see what Ellis is up to at www.moneyflowmastery.com