Meet the Authors

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.
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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.
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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.
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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.
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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.
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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.
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Doug Luftman, @DougLuftman
Contributor, Financial Advisor Panel, Trust & Will
Doug Luftman is a seasoned Silicon Valley legal executive with over 25 years of experience.
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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.
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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.
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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.
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