We are thrilled to announce the launch of our Financial Advisor Contributor Program, a new initiative designed to bring expert insights directly from top financial advisors to our audience. This program, “Financial Advisory with Trust & Will,” is an extension of our commitment to making estate planning accessible and empowering everyone to secure their legacy with confidence.
As the Chief Evangelist at Trust & Will, I’m incredibly proud of this collaboration with industry leaders who are not only recognized for their expertise but also share our vision for the future of estate planning. Our contributors will provide monthly insights on trending topics in finance, family planning, and legacy building, helping readers navigate complex questions around wealth, family security, and estate planning with ease.
Why This Program Matters
In the world of estate planning, trusted advice is invaluable. Our new Contributor Program enhances Trust & Will’s mission by featuring the voices of accomplished advisors who work directly with families and individuals to help them achieve their long-term goals. Each member brings a wealth of experience and a unique perspective, ensuring that readers gain diverse and actionable insights. This is more than just a panel; it’s a community of thought leaders committed to financial education and accessible planning for all.
Meet Our Panel of Expert Advisors
Alan E. Gorlick CEO, Gorlick Financial Strategies With a background spanning executive roles in corporate finance and international business, Alan has dedicated over a decade to helping clients navigate the intricacies of financial planning and risk management. An educator at heart, he brings a profound understanding of finance and strategy from his 29 years teaching at the collegiate level. Based in Venice, FL, Alan is renowned for simplifying complex topics for his clients through articles and seminars.
Charles H. Thomas III, CFP® Founder and President, Intrepid Eagle Finance A passionate advocate for financial literacy, Charles has been helping families with financial challenges for over 20 years. Through his virtual firm, he serves Christian families across the U.S., and his pro bono work is a testament to his commitment to community service. Charles’s insights have appeared in top publications like The Wall Street Journal and Forbes, showcasing his expertise and dedication to educating others.
James Cahoon Based in Louisville, Kentucky, James specializes in working with clients from all walks of life, including those with special needs and younger families. His empathetic approach has helped many families find clarity in their financial journeys, making him a valued advisor across multiple states.
Al Faber, CFP®, ChFC®, CLU® Senior Wealth Advisor, Woodson Wealth Management Al brings over 30 years of experience in financial planning, helping clients organize and simplify their finances. He’s passionate about empowering individuals and families to take control of their financial destinies. With advanced credentials and an approach that emphasizes education, Al supports clients in building legacies of generational wealth and philanthropy.
Karl Leonard Hicks Founding Member, The Leonard Financial Group, LLC With over three decades of experience, Karl specializes in crafting personalized financial plans that guide clients toward their goals. His extensive community involvement and past leadership roles showcase his commitment to service and excellence. He is based in Riverside, California, and serves as a trusted advisor to many in his community.
Garrett Harper Garrett’s down-to-earth approach and nearly 15 years of experience as a business owner make him a relatable, trusted advisor. A family man and outdoors enthusiast, he balances professional expertise with a relaxed style that puts clients at ease, helping them make informed decisions about their financial futures.
Cary Bazan A resident of McKinney, TX, Cary has been helping Texans achieve their financial goals for over a decade. When he’s not advising clients, Cary enjoys spending time with his family and performing in local theater, bringing warmth and a touch of creativity to his professional role.
Matthew Ricks, CFP® Founder, Haystack Financial Planning Matt is a financial planner who serves the disabled community, and he has found the perfect way to merge financial planning with a passion for serving others. He currently lives on Long Island with his wife and two sons. When not spending time with family or running Haystack, you may find Matt walking one of the local golf courses, tapping a beat (he's a recovering drummer), searching for the perfect grilled cheese, or contemplating his next home improvement project.
Chitra Patel Founder and CEO, WealthWorth With two decades of experience, Chitra specializes in collaborative financial planning. A Certified Private Wealth Advisor®, she combines technical expertise with a passion for helping families achieve their financial aspirations. Chitra is an advocate for financial literacy and a dedicated mother, balancing her professional life with community involvement.
Vinee Mehta Founder, Truly Unbiased Vinee’s career reflects his commitment to accessible, conflict-free financial guidance. His executive experience with firms like Fidelity and Strome Group has shaped his holistic, democratizing approach to financial planning. Born in Yuma, Arizona, Vinee now leads Truly Unbiased with a dedication to integrity and transparency.
Michael Fiammetta With an early background in the US Army as a Surgical Technician, 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. Mike’s approach is holistic, using reverse-engineered financial strategies to align with each family’s objectives. Outside of work, Mike enjoys quality time with family and cheering on his daughters at various sporting events around Kansas City.
Domenick D’Andrea, AIF®, CRC®, CPFA® Co-Founder, DanDarah Wealth Management Bringing over 30 years of industry experience to the table, Domenick combines responsible fiduciary services with excellent client services and innovatige thinking. He specializes in working with pre-retirees, retirees, and small business owners. His passions include spending time with his family, travel, and photography.
Led by an Industry Visionary: Diana Cabrices
Overseeing this program is me: Diana Cabrices, Trust & Will’s Chief Evangelist and founder of Diana Cabrices Consulting. I help advisors grow their businesses, with experience in marketing, technology, and M&A. A 2024 Hispanic Innovative Executive of the Year, I combine bold business acumen with a passion for empowering others.
Benefits of the Financial Advisor Contributor Program
Our Contributor Program offers a unique opportunity for advisors to showcase their expertise, increase their professional visibility, and contribute to shaping Trust & Will’s offerings for clients.
As this program grows, we’re excited to see the impact that our advisors’ insights will have on individuals and families nationwide. Estate planning is more than creating documents; it’s about empowering people with the knowledge they need to protect their legacies. With the Financial Advisor Contributor Program, we’re taking another big step toward that goal.
Stay tuned as our advisors share their expertise each month, bringing a new depth of insight and practical advice to the estate planning space. At Trust & Will, we’re proud to stand at the forefront of innovation, making estate planning not only accessible but also profoundly impactful for all.
Interested in joining our panel? Reach out to advisors@trustandwill.com
Advisors receive a dedicated author page in our Learn Center, where their insights are shared with thousands of readers, and gain media opportunities to represent their expertise. Advisors will also participate in surveys, providing feedback that allows us to improve our advisor platform and serve clients better.
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