Father of the 401(k)
Ted Benna is widely credited as the "Father of the 401(k)," having designed and implemented the first 401(k) savings plan in 1981. He discovered a loophole in the Tax Revenue Act of 1978 and used it to create a retirement savings vehicle that now holds over $7 trillion in assets and serves 60+ million American workers.
Professor of Retirement Income · The American College
Dr. Wade Pfau is one of the foremost academics on retirement income planning. A professor at The American College of Financial Services, he has authored multiple books including "Reverse Mortgages," "Safety-First Retirement Planning," and is known for his rigorous research on sustainable withdrawal rates and the role of insurance in retirement.
Co-Author, The Millionaire Next Door
Dr. Bill Danko is the co-author of "The Millionaire Next Door," one of the best-selling personal finance books of all time, which studied the habits and behaviors of American millionaires. His research revealed that most wealthy people live well below their means and focus on wealth accumulation over status.
Author, The Pirates of Manhattan
Barry Dyke is the author of "The Pirates of Manhattan," a groundbreaking book exposing the financial industry's flaws and advocating for whole life insurance as a superior wealth-building tool. He is a sought-after speaker and financial educator.
Personal Finance Creator · 4M+ Followers
Humphrey Yang is one of the most followed personal finance creators on social media, known for breaking down complex financial topics in plain English. His TikTok and YouTube channels have amassed millions of followers.
Creator of the Infinite Banking Concept
Nelson Nash was the creator of the Infinite Banking Concept (IBC) and author of "Becoming Your Own Banker." His work popularized the use of whole life insurance as a personal banking system and has influenced an entire generation of financial educators and advisors.
Attorney & Tax Strategist · Anderson Advisors
Toby Mathis is a partner at Anderson Business Advisors, one of the nation's leading business and tax advisory firms. He is a bestselling author and sought-after speaker on tax strategy for entrepreneurs and real estate investors.
America's #1 Money Mentor
Chris Naugle is known as "America's #1 Money Mentor" and has built and sold 16 companies. He is the founder of The Money School and a leading educator on the Infinite Banking Concept, real estate, and private money lending.
CEO, Ascendant Financial
Jayson Lowe is a leading practitioner and educator of the Infinite Banking Concept in Canada and a bestselling author. He is the CEO of Ascendant Financial and has helped thousands of families implement IBC.
Founder, Root Financial
James Conole is the founder of Root Financial and one of the most respected independent financial planners on YouTube. Known for his evidence-based, client-first approach to financial planning.
Author & Financial Educator
Stephen Gardner is a bestselling author, speaker, and financial educator known for his work on Social Security optimization and retirement planning. He has a highly engaged YouTube audience and is a trusted voice in personal finance.
Life Insurance Industry Analyst
Bobby Samuelson is one of the life insurance industry's most respected analysts and educators. He is known for his deep, technical understanding of life insurance products and his ability to explain them clearly.
Retirement Income Expert & Author
Tom Hegna is a retirement income expert, economist, author, and speaker. He has written multiple books on retirement planning including "Don't Worry, Retire Happy!" and is known for making complex retirement concepts accessible.
Author, The Power of Zero
David McKnight is the author of "The Power of Zero," a bestselling book about tax-free retirement strategies. His work has helped millions of Americans understand how to minimize taxes in retirement.
Founder, Lifestyle Investor
Justin Donald is the founder of Lifestyle Investor and the author of "The Lifestyle Investor." He teaches high-performers how to invest passively and create cash flow without trading time for money. His mastermind is one of the most exclusive in the entrepreneurial space.
Founder, Fund Launch
Bridger Pennington is the founder of Fund Launch, helping entrepreneurs start their own investment funds. He has built a large YouTube following teaching fund structure, alternative investments, and entrepreneurship.
CPA & Author, Tax-Free Wealth
Tom Wheelwright is a CPA, bestselling author of "Tax-Free Wealth," and CEO of WealthAbility. He is Robert Kiyosaki's personal tax advisor and a leading expert on using the tax code to legally reduce and eliminate taxes.
Author, Killing Sacred Cows
Garrett Gunderson is a bestselling author of "Killing Sacred Cows," challenging conventional financial wisdom. He is a speaker, entrepreneur, and financial educator who advocates for a producer-based approach to wealth.
The FI Guy · Real Estate Investor
Craig Curelop, known as "The FI Guy," is a real estate investor and author focused on financial independence. He runs The FI Group, a community of investors pursuing financial freedom through real estate.
Podcast Host & Real Estate Investor
Eli Facenda is a podcast host and real estate investor known for his work in financial education and helping entrepreneurs build wealth through strategic investing.
Multifamily Real Estate Education
Think Multifamily is a leading education platform and community for multifamily real estate investors, helping people invest in apartment communities to build long-term wealth.
Tax Strategy for Entrepreneurs
Tax Alchemy is a tax strategy firm focused on helping entrepreneurs and business owners legally minimize their tax burden through proactive planning.
Entrepreneur & Podcast Host
Denzel Rodriguez is an entrepreneur and podcast host known for his work helping entrepreneurs build systems, scale businesses, and create freedom.
Macro Investor & Financial Educator
Mark Moss is a macro investor, entrepreneur, and financial educator with one of the fastest-growing finance channels on YouTube. He covers Bitcoin, macro economics, and alternative investments, and runs a high-level mastermind community.
Real Estate Educators & YouTubers
The Kwak Brothers are real estate educators and YouTubers known for teaching creative real estate investing strategies including subject-to and seller financing.
Estate Planning & Asset Protection
Guardian Law is an estate planning and asset protection firm, helping clients structure trusts, entities, and generational wealth plans that hold up over time.
Leading Digital Commerce Platform
ClickBank is one of the world's largest digital commerce platforms, connecting digital product creators with affiliate marketers and entrepreneurs globally.
Entrepreneur & Mastermind Leader
Brad Hart is an entrepreneur and mastermind facilitator known for helping high-level business owners and investors build wealth and create freedom through peer communities.
