Personal Finance Insider’s Panel of Investing and Retirement Experts – Business Insider

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Whether you’re looking for an online brokerage or stock trading app, Personal Finance Insider is here to help inform your investing decisions.

We’ve put together a panel of financial advisors and investing experts who contributed to our investing guides to make sure you’re getting the most helpful, accurate advice.

Each of the experts shown below is a certified financial planner (CFP), chartered retirement planning counselor (CRPC), certified public accountant (CPA), certified divorce financial analyst (CDFA), certified income specialist (CIS), or certified healthcare reform specialist (CHRS). You can read more about them below.

Investing review board panel graphic


Lazetta Rainey Braxton

Lazetta Rainey Braxton is a CFP, co-founder and co-CEO of 2050 Wealth Partners. She’s also a founder and CEO of Lazetta & Associates. Through 2050 Wealth Partners, she specializes in virtual financial planning and wealth management services. Lazetta & Associates is a virtual Diversity, Equity, Inclusion and Belonging (DEIB) strategy firm that helps registered investment advisor (RIA) firms create more culturally aware and hospitable work environments.

Lazetta has contributed to both the Wall Street Journal and CNBC, and she’s also a member of the CNBC Digital Financial Advisor Council. She currently serves as the Chair of the Board for the Association of African American Financial Advisors. In addition, she’s the President of the Board for the Association of African American Advisors Foundation. She earned her Master’s in Business Administration from Wake Forest University.

Brian Fry

Brian Fry is a CFP and founder of Safe Landing Financial, a fee-only financial planning firm based in Austin, Texas. He has been a financial services professional for close to a decade and has worked at multiple companies, including Wells Fargo Advisors LLC, Nova R Wealth, and Charles Schwab.

His firm specializes in a range of advisory services, including tax planning, financial planning, retirement planning, investment management, Social Security optimization, insurance planning, and estate planning. 

Charlotte Cowan Geletka

Charlotte Cowan Geletka is a CFP, CRPC, and managing partner at Silver Penny Financial (Silver Penny is the marketing name for registered professionals of Lincoln Financial Advisors). She is also a managing partner at Cowan & Kohne Financial Planning.

In addition, Charlotte is an investment advisor representative (IAR), uniform securities agent (USA), and life, health, and annuity insurance agent. 

In 2019, Investment News named Charlotte to its 40 Under 40 2019 ranking. Investopedia also named her on its 100 Top Financial Advisors of 2020 list. Charlotte is an active member of the Morningstar advisory board. 

Tanya Nichols

Tanya Nichols is both a CFP and the founder and president of Align Financial, a fee-only financial planning firm headquartered in Hermantown, Minnesota. She has worked in finance for more than two decades.

Apart from Align Financial, she’s worked with Piper Jaffray, Us Bancorp Investments, Wells Fargo Advisors, and Ascential Wealth Advisors.

David Brooks

David Brooks is a CIS, CHRS, and founder and president of RetireSmart LLC. He has been in the financial services industry since 1999 and has worked for several financial firms, including PaineWebber/UBS, Ameriprise Financial Services, Inc., Dollars & Sense Television, VIP Senior Healthcare, Verus Wealth Management, LLC, CPAPlus Network, and Verus Insurance Partners, LLC.

David also regularly hosts the “Retire SMART with David Brooks” radio show. He’s also appeared in the Wall Street Journal and Forbes. 

Kaysian Gordon

Kaysian Gordon is a CFP, CDFA, CPA, and wealth manager at Clarus Group. She earned her Master’s in Business Administration from Fordham University, and she holds additional financial credentials, including insurance licenses and FINRA series 6 and series 66 licenses. 

Kaysian is also a published author of “Walking By Faith and Not By Sight: Learning to Be Still in the Midst of Life’s Chaos.” 

Rickie Houston is a wealth-building reporter at Personal Finance Insider who covers investing, brokerage, and wealth-building products.

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