Chloe Burcell, @ChloeBurcell

Contributor, Financial Advisor Panel, Trust & Will

Chloe Burcell is a Gen Z Content Analyst at Trust & Will, where she helps shape how the brand connects with younger audiences through storytelling, cultural insight, and platform-native strategy. She explores emerging behaviors and digital trends to craft content that reframes estate planning as personal, accessible, and relevant—meeting Gen Z where they are and speaking in a voice they trust.

Cody Barbo, @codybarbo

Contributor, Financial Advisor Panel, Trust & Will

Cody is the Founder and CEO of Trust & Will. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families.

Daniel Goldstein, @goldstein222

Contributor, Financial Advisor Panel, Trust & Will

Daniel is co-founder and COO of Trust & Will. He oversees daily operations and plans for the long-term future growth of the company.

Derek Notman, @DerekNotmanCFP

Contributor, Financial Advisor Panel, Trust & Will

Derek Notman is a Certified Finanical Planner and Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale.

Diana Cabrices, @DianaCabrices

Contributor, Financial Advisor Panel, Trust & Will

Diana Cabrices is the Chief Evangelist at Trust & Will and the visionary founder of Diana Cabrices Consulting.

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.

Doug Luftman, @DougLuftman

Contributor, Financial Advisor Panel, Trust & Will

Doug Luftman is a seasoned Silicon Valley legal executive with over 25 years of experience.

Garrett Harper, @GarrettHarper

Contributor, Financial Advisor Panel, Trust & Will

A 2006 University of Kansas grad with nearly 15 years of experience owning his own business, Garrett Harper brings a friendly, down-to-earth approach to financial planning that helps clients feel comfortable and supported.

Jaden Rones, @JadenRones

Contributor, Financial Advisor Panel, Trust & Will

Jaden Rones, Gen Z Trend Analyst at Trust & Will, identifies emerging behaviors, cultural shifts, and content strategies that resonate with younger audiences, shaping products and messaging for the next generation.

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.