Marni Blank, @marniblank

Death Doula

Marni is a death doula, lawyer, trained mediator, and a female founded small business owner. She offers holistic end of life planning and death doula services.

Thomas Kopelman, @thomas-kopelman

Financial Planner, Co-Founder, AllStreet Wealth

Thomas Kopelman is a financial planner and the Co-Founder of AllStreet Wealth, a virtual, fee-only financial planning firm for millennials.

Lyle Solomon, @lyle-solomon

Principal Attorney, Oak View Law Group

Lyle Solomon is a principal attorney for the Oak View Law Group in California, where he specializes in consumer finance. He has also written several articles on financial well-being.

Derek Notman, @DerekNotmanCFP

CFP & Founder, Conneqtor

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

Cody Barbo, @codybarbo

Founder & CEO, 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

Co-Founder & COO, 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.

Staff Writer, @Trust&Will

Trust & Will

Expert contributors here to help simplify the estate planning process.

Treyton DeVore, @treytondevore

Founder, Financial Planner, Piertree Planning

Treyton DeVore is a financial planner and founder of Piertree Planning, a virtual, fee-only financial planning firm designed to serve millennial and Gen Z creators and entrepreneurs.

Nicholas Rubright, @nickflurry1993

Digital Marketing Specialist, Writer, Epicompliance

Nicholas Rubright is a digital marketing specialist and expert writer at Epicompliance. In his free time, Nicholas enjoys playing guitar, writing music, and building cool things on the internet.

Chantel Bonneau Stewart, @chantel_bonneau

Wealth Management Advisor, Northwestern Mutual

Chantel has been a Wealth Management Advisor with Northwestern Mutual since 2010. Chantel partners with clients to help them envision, build and execute their financial plans that help them achieve their goals.