People - Grid

  • Matthew Miler, CPA, CFP

    Managing Partner, The MilWealth Group LLC

    Milwaukee, WI

  • Dawn Lichtner, CEBS

    Client Success Executive, The Vanguard Group

    Valley Forge, PA

  • Andrew Janz, ASA, CFA

    Vice President and Institutional Portfolio Manager, PH&N Institutional

    Vancouver, BC

  • Gregory Heise, FCA, FCIA, FSA

    Partner, George & Bell Consulting Inc.

    Vancouver, BC

  • Avinash Maniram, M.Sc.

    Partner and Senior Consultant, PBI Actuarial Consultants Ltd.

    Vancouver, BC

  • Kelly Coffing, EA, FSA, MAAA

    Principal and Consulting Actuary, Milliman, Inc.

    Seattle, WA

  • Dee Shaw

    Health Benefit Consultant, Soshent Partners

    Paso Robles, CA

  • David Evangelista, CPA, CGMA

    David Evangelista, CPA

    Stony Point, NY

  • Lonnie Mayne

    Founder and CEO, Red Shoes Living, Inc.

    Park City, UT

  • Marci Rossell

    Economic Forecaster, Former CNBC Chief Economist and Co-Host of Squawk Box, Delphin Investments

    New York, NY

  • Erica Dhawan

    Collaboration Expert, Author and Entrepreneur

    Tampa, FL

  • Andrew Zimmern

    TV Personality, Chef and Author

    Minneapolis, MN

  • David Dorsey, CPA

    Partner, Withum

    Bethesda, MD

  • Roland Chiwetelu, CFP

    Associate Director, Financial Wellness, Eckler Ltd.

    Toronto, ON

  • Mark Ostach

    Human Connect & Digital Wellness Speaker, MarkOstach.com

    Clarkston, MI

  • Tyler Amell, Ph.D., M.Sc., B.Sc.

    Chief Health and Strategy Officer, MediKeeper Inc., Adjunct Faculty, Pacific Coast University for Workplace Health Sciences

    Calgary, AB

  • Irene Chan

    Director, Financial Wellness and DC Consulting, Eckler

    Toronto, ON

  • Jillian Racoosin, M.P.H.

    Executive Director, The Foundation for Social Connection

    Washington, DC

  • Kay Van Norman

    Founder and President, Brilliant Aging

    Townsend, MT

  • Bradley Rowe, M.B.A., CFA

    Principal, Eckler Ltd.

    Halifax, NS