Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA is the Lead Financial Planning Nerd for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC, a Registered Investment Adviser, where he drives the firm’s vision of delivering a unique, modern approach to the financial, tax and estate planning. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is a regular contributor to Forbes.com, as well as numerous industry publications, and is regularly sought after by journalists for his insights.
Ellen Rogin, CPA, CFP® is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. Ellen successfully grew and ultimately sold a wealth management practice in the Chicago area and was a top producing financial advisor. Ellen is a nationally-known expert on building wealth. She speaks across the world on creating success and abundance, consults in the financial services industry, and mentors financial advisors in growing their practices in non-traditional ways. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com. She is a regular contributor to Horsesmouth® and the host of the Extraordinary Advisor show on Horsesmouth Live.