A Chartered Professional Accountant by training, Robin Taub began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives marketing at Citibank Canada. Today, Robin is a keynote speaker and the award-winning author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent, and Money-Smart for Life, a book that gives parents the information, strategies, and inspiration they need to teach their kids about money.
Robin lives in Toronto, where she and her husband have raised two (mostly) money-smart young adults.
Dawn Dahlby is a certified financial planner, wealth wellness expert and author of book Live WELLthy: Own Your Worth, Grow Your Wealth (Greenleaf Book Group, April 11, 2023). She is the country’s first behavioral financial advisor, a certification that focuses on both the emotional and practical aspects of managing money. Dawn also serves as the founder and president of Relevé Financial Group, a multi-million-dollar advisory firm. As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become truly “WELLthy.” Her proprietary approach helps people learn to save for tomorrow without having to sacrifice living today by merging the most effective teachings of self-help with finance to create a unique focus on “spending freedom.”
Over her years as a financial advisor, Dawn realized that even the extremely rich have anxiety about money, and that if they want true financial freedom, they need to transform their thoughts and emotions, not just their bank accounts. Dawn calls this living “WELLthy.”
To better serve them, she developed a program that helps people earn, own, and grow as they pursue the freedom of being truly WELLthy. The proprietary process helps people identify what they want out of life, and she provides proven tools so people can get the money to make it happen. Through the process, people learn to stop worrying about spending today in their efforts to save for tomorrow, and instead find financial peace and happiness.
Dawn’s engaging coaching style and results-oriented approach to spending and saving has led her to become a sought-after speaker, a regular contributor to Worth Magazine and a media personality offering expert advice in on both broadcast and digital media platforms. Dawn is determined to share what she’s learned, empowering other women with the skills and encouragement to recognize the connection between their brains and their bank accounts. She’s currently launching a platform called Live WELLthy, which walks individuals who don’t have access to a financial planner of Dawn’s caliber through the process, merging technology with personalized financial advice to help a broader audience.
Dawn graduated from the University of Minnesota with a BIS in Finance and Business. She is an accredited Behavioral Financial Advisor, Certified Financial Planner and Chartered Retirement Planning Consultant. For more information, visit: https://dawndahlby.com/
Ryan Larson is a seasoned wealth advisor and the founder and CEO of FirstLine Financial, LLC, based in Scottsdale, Arizona. Ryan embodies the qualities of a trustworthy leader and believes everyone deserves a chance to lead a life they can be proud of as they enter retirement. He credits his empathetic leadership approach to his experience as a firefighter, a career that gave him a sense of purpose and a lifelong passion for helping others mitigate risk.
In his new business memoir, Ladder to Leader: My Journey from Failure to Fire to Financial Freedom (Calling Card Books, May 2022), Ryan shares the true story of his evolution from a troubled youth to a successful founder and CEO—and the many life and business lessons he learned along the way.
Later, he discovered his passion for investing and financial education, becoming an expert in helping people protect their life savings from unnecessary risks and market fluctuations by creating tax efficiencies. In his practice at FirstLine Financial, he focuses on supporting retirees and transitioning boomers with all of their wealth management needs. Whether helping them grow assets for the future or preserving and reallocating them in retirement, he utilizes a unique combination of time-tested strategies for both securities and insurance offerings.
Ryan and his wife, Kate, co-founder of FirstLine Financial, live in Scottsdale, Arizona. Together, they enjoy the hustle of being business partners and raising their two children, Mia and Bryson. For more information, please visit https://firstlinefin.com/.
Hillary Seiler is a Certified Financial Educator (CFEd®) and coach, who teaches people how to win with their money. She is a dynamic and versatile entrepreneur, speaker, author, and certified financial education coach who has spent the last 12 years in the financial literacy space developing curriculum and coaching programs.
In 2016 Hillary launched a new financial education program through her first company, Seiler FEC, for pro-athletes which is now in use by 7 NFL teams and hundreds of athletes across the US from all major sports.
In early 2020 Hillary founded Financial Footwork, a financial education platform that coach’s people through overcoming the stress and failures that stem from limited to no financial education. Using the athlete mindset, her program translates the strategy of winning at sports, to winning with money. With hundreds of professional athletes and individuals helped through her program, Hillary is fueled by her desire to help consumers train their money as a pro athlete trains for success.
On a mission to make financial resources easy to understand and available for everyone. Hillary and her team are constantly pushing the boundaries for making finance digestible and engaging.
Hillary believes every single person should have access to financial resources so they can develop and grow wealth. Her engaging speaking style and ease when communicating personal finance are unapparelled.