Our Financial Expert Review Board

Allyson Johnson leads marketing and fundraising for Gateway Partners. She is a CAIA charter holder and has passed the CFA Level II examination.

Andrea Woroch is a family finance expert, writer, speaker and on-air contributor who is passionate about helping Americans find simple ways to spend less and save more.

Bruce McClary has been a featured financial expert for some of the nation’s top news outlets, including CNBC, CNN, New York Times, and The Wall Street Journal. Drawing upon his direct experience as a lender and debt collector, Bruce has provided one-on-one financial counseling to thousands of consumers, trained financial educators, and reached millions more through print and broadcast media.

Casey Fleming is an expert who helps clients understand how the mortgage industry and loan products work, and how to get the best mortgage for their specific needs.

Chloe Moore, CFP®, is the founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta and serving clients nationwide.

Chris Birk is the Vice President of Mortgage Insight for Veterans United Home Loans and author of “The Book on VA Loans: An Essential Guide to Maximizing Your Home Loan Benefits.”

Debra Johnson-King is the founder and president of The DebJon Group (Your Financial Concierge), a financial services company.

Erica Sandberg is a credit and money management expert who began her career at Consumer Credit Counseling Service (CCCS). There, she helped individuals and families overcome their debt issues and developed budgets, then transitioned into the agency’s primary media spokesperson.

Greg McBride, CFA, is Senior Vice President, Chief Financial Analyst, for Bankrate.com. He leads a team responsible for researching financial products, providing analysis, and advice on personal finance to a vast consumer audience.

Jason Steele is a professional journalist and credit card expert who has been contributing to online publications since 2008. He was one of the original contributors to The Points Guy, and his work has been appearing there since 2011. He has also contributed to over 100 of the leading personal finance and travel outlets.

Jeffrey L. Beal, president of Real Estate Solutions, has 40 years’ experience in multiple phases of the real estate industry.

John Egan is a freelance writer and content marketing strategist in Austin, Texas. He specializes in content focusing on personal finance, real estate and health and wellness. Among the outlets where John’s work has appeared are CreditCards.com, Bankrate, Forbes Advisor, Experian and U.S. News & World Report. He is the former editor-in-chief of the Austin Business Journal.

John Stearns, CMC, CRMS is a Senior Mortgage Loan Originator with American Fidelity Mortgage.

Kenneth Chavis IV, CFP®, provides guidance to business owners, entertainers, professional athletes and medical doctors on growing and protecting their wealth.

Malcolm Ethridge, CFP^®, is an executive vice president and fiduciary financial advisor with CIC Wealth Management, based in the Washington, D.C. area.

Malik S. Lee, CFP®, CAP®, APMA®, is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management.

Mark Friedlander is director of corporate communications at III, a nonprofit organization focused on providing consumers with a better understanding of insurance.

Mark Hamrick is Washington Bureau Chief for Bankrate. He is a national award-winning business and financial news journalist.

Mark Kantrowitz is an expert on student financial aid, the FAFSA, scholarships, 529 plans, education tax benefits and student loans.

Robert R. Johnson, Ph.D., CFA, CAIA, is a professor of finance at Creighton University and chairman and CEO of Economic Index Associates, LLC.

Sally Herigstad is a personal finance writer, columnist, author and retired CPA. She wrote a CreditCards.com column called “To Her Credit” for 10 years, answering readers’ questions about credit, debt, finances and family relationships, and more. With a background in public accounting, she joined the personal finance team at Microsoft in 1998. She has been working to help people take control of their finances ever since.

Scott Holeman enhances relationships with national media by educating insurance consumers through consumer content, outreach and producing videos for the Triple-I.

InstaMortgage (formerly Arcus Lending) CEO Shashank Shekhar is a top 15 loan officer and has been named the No. 4 broker in the country.

Stephanie Zito is a professional traveler, self-employed humanitarian consultant and collector of credit card points. She shares savvy travel tips that she’s learned firsthand circling the globe for more than 25 years. She’s a backpacker, expect and premium traveler who’s visited more than 130 countries and all seven continents. Her life motto is “See the world, change the world, have fun doing it!”, and her mission is to inspire others along the journey.

Steve Ellis, CPCU, AIC, MBA, is a 29 year veteran of the insurance industry. His experience extends into training, operations, quality improvement, audit, compliance, claims technology, and data & analytics.

Suzanne Hollander is the City of Miami’s Director of Real Estate & Asset Management.

Zachary Finn serves as Henriott Group Inc.’s Director of Risk Management and is responsible for client education, industry, vertical risk management solutions and client engagement.