Alexandra Sepulveda, @AlexandraSepulveda

VP of Legal, Trust & Will

Alexandra Sepulveda, VP of Legal at Trust & Will, has 20+ years of legal experience. She’s passionate about estate planning, inspired by personal loss. Formerly at Unity and Udemy, she’s bilingual in English and Spanish, and based in San Diego.

James Cahoon, @JamesCahoon

Contributor, Financial Advisor Panel, Trust & Will

James Cahoon, Founder and CEO of Strategies Group Inc., has over 30 years of experience in insurance and financial services and helps retirees and business owners achieve financial security and maintain the lifestyle they’ve worked hard to build.

Tim Woodward, @TimWoodward

Contributor, Financial Advisor Panel, Trust & Will

Tim is a number-cruncher to the core and Managing Partner of Blend Wealth, a wealth management and accounting firm that specializes in serving business owners.

Bob Chitrathorn, @BobChitrathorn

Contributor, Financial Advisor Panel, Trust & Will

Suthipong "Bob" Chitrathorn is an advisor with 12+ years of experience who helps clients make informed financial decisions. Co-founder of Simplified Wealth Management, Bob is passionate about guiding people toward financial security.

Vinee Mehta, @VineeMehta

Contributor, Financial Advisor Panel, Trust & Will

Vinee is a seasoned financial expert and the founder of Truly Unbiased. With a career spanning over two decades, Vinee holds Certified Financial Planner and Accredited Investment Fiduciary credentials.

Domenick D’Andrea , @DomenickD’Andrea

Contributor, Financial Advisor Panel, Trust & Will

Domenick D’Andrea, Co-Founder and Financial Advisor at DanDarah Wealth Management, has over 30 years of experience specializing in investment advisory and financial planning for pre-retirees, retirees, and small business owners.

Michael Fiammetta, @MichaelFiammetta

Contributor, Financial Advisor Panel, Trust & Will

Mike brings over 12 years of experience in financial services. He collaborates closely with clients and their families to shape life goals and ensure that needs, wishes, and values are effectively planned across generations.

Ken Behm, @KenBehm

Contributor, Financial Advisor Panel, Trust & Will

Hi—I’m Ken and I provide financial planning services because I’m invested in helping others achieve their goals. I enjoy sharing my passion and experience to help people strategize how to make their dreams a reality.

Chitra Patel, @ChitraPatel

Contributor, Financial Advisor Panel, Trust & Will

Chitra Patel is the Founder and CEO of WealthWorth. She empowers her clients to achieve their desired WealthWorth through collaborative financial planning. Chitra is also a CERTIFIED FINANCIAL PLANNERTM and Certified Private Wealth Advisor®.

Matt Ricks, @MattRicks

Contributor, Financial Advisor Panel, Trust & Will

Matt, Founder of Haystack Financial Planning, is a New York-based CFP™️ and fiduciary. Specializing in the disabled community, he combines expert fee-only financial planning with a passion for service, ensuring accessible and ethical advice.