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.

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.

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 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.

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

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

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.

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.