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Find a Financial Education Advisor

161 advisors specializing in financial education

Financial education advisors conduct workshops, seminars, and educational programs to help individuals and organizations build financial literacy and make informed money decisions.

Abbas F Zuaiter

33 CAPITAL MANAGEMENT LLC·GREENWICH, Connecticut

Abhishek Kumar Agarwal

KITE LLC·FREMONT, California

Adam Arthur Desmond

FIG PARTNERS, LLC·ATLANTA, Georgia

Adam Reid Meshel

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Amy E Fainsbert

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Ann Marie Nicholson

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Anthony James Depalo

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Anthony Primiano

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Benjamin L. Brigeman

INSTITUTIONAL SHAREHOLDER SERVICES INC.·ROCKVILLE, Maryland

Biswarup Chatterjee

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Brent Henricksen Taylor

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Brent James Miller

SABRIENT SYSTEMS, LLC·PHOENIX, Arizona

Brian Lane Bell

ICE DATA PRICING & REFERENCE DATA, LLC·NEW YORK, New York

Brian Patrick Hull

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Brian Thomas Sanborn

NED DAVIS RESEARCH, INC.·SARASOTA, Florida

Catherine Ann Newcomb

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Charles Thomas Lawrence

CHASSON GROUP, INC.·MANHATTAN, New York

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Christina Jones Harrison

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Christopher Barratt

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Christopher William Marinac

FIG PARTNERS, LLC·ATLANTA, Georgia

Clifford Verron

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Craig Stephen Johnson

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Cyrus Begley Iii Richardson

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Daniel Laurence Keegan

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Daniel Scott Palomaki

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

David Dodd Williams

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

David George Gobberdiel

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

David Raymond Salutric

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

BUNKER ASSET MANAGEMENT LLC·AVENTURA, Florida

Dean Gasser Hathout

MOMENT ADVISORS, LLC·NEW YORK, New York

Deirdre Kathleen Dunn

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Devin Lamarr Wicker

CELERES CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Dylan Jackson Parker

MOMENT ADVISORS, LLC·NEW YORK, New York

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Edward Matthew Genes

FIRST KENTUCKY SECURITIES CORPORATION·LEXINGTON, Kentucky

Edward Paul Thill

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Edward Raymond Arnold

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Eric Brent Lawless

FIG PARTNERS, LLC·ATLANTA, Georgia

Frances Langton Cashman

NED DAVIS RESEARCH, INC.·NOKOMIS, Florida

Frank Winborne Smith

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

Frank Winbourne Smith

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

Frederick Jennings Kramer

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Gaganjit Singh Sandhu

XILLION MENTORING & ADVISING LLC·SAN FRANCISCO, California

SAN FRANCISCO, CA

Gary Michael Rosen

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Geoffrey Martin Hodgson

FIG PARTNERS, LLC·ATLANTA, Georgia

George Cole Scott

CLOSED-END FUND ADVISORS INC.·RICHMOND, Virginia

George Murphy Davis

SENTRY MANAGEMENT INC·WICHITA FALLS, Texas

WICHITA FALLS, TX

George Murphy Davis

SENTRY MANAGEMENT INC·WICHITA FALLS, Texas

WICHITA FALLS, TX

FIG PARTNERS, LLC·ATLANTA, Georgia

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Howard Denham Marsh

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

OPEN STREET LLC·MONTVILLE, New Jersey

James Anthony Forese

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

James Anthony Hughes

CHRONIM INVESTMENTS INC.·IRVING, Texas

James Varland Lorentsen

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Jason Alan Elder

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Jason Matthew Carver

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Jason Richard Chandler

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

RANGEMARK INVESTMENT MANAGEMENT, INC.·GREENWICH, Connecticut

Jesse Gilbert Anderson

CHRONIM INVESTMENTS INC.·IRVING, Texas

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

John Angelo Valenti

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

John Cole Scott

CLOSED-END FUND ADVISORS INC.·RICHMOND, Virginia

John Desmond Heppolette

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

John Franklyn Robbins

ICE DATA PRICING & REFERENCE DATA, LLC·NEW YORK, New York

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

John Jerome Iii Mcdermott

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

John Peabody Monks Higgins

GOVERNANCE HOLDINGS CO·PORTLAND, Maine

Joseph Fredrick Kalish

NED DAVIS RESEARCH, INC.·VENICE, Florida

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Jr. William Johnson

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

Judith Ann Calder

CELERES CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Judy Elizabeth Howell

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Julius Raphael Leiman-Carbia

MOMENT ADVISORS, LLC·NEW YORK, New York

Justin William Cable

SEAPORT RESEARCH PARTNERS LLC·CHICAGO, Illinois

Kathleen B Lynch

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Kenneth Monroe Lott

SMITH SHELLNUT WILSON LLC·MADISON, Mississippi

Kenneth M Townley

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Kenneth Paul Brackett

LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC·WILMINGTON, Delaware

Kerim Richard Derhalli

INVSTR FINANCIAL LLC·LAREDO, Texas

INVSTR FINANCIAL LLC·NEW YORK, New York

Kevin Patrick Oconnor

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Kimberly Ayn Snider

CHRONIM INVESTMENTS INC.·IRVING, Texas

Kingman D Penniman

KDP ASSET MANAGEMENT, INC.·MONTPELIER, Vermont

Kristen Michelle Dugan

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

CORIENT PRIVATE WEALTH LLC·MIAMI, Florida

Lance Jay Stonecypher

NED DAVIS RESEARCH, INC.·VENICE, Florida

Lance Walter Deal

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Lauren Bartlett Jones

FIG PARTNERS, LLC·ATLANTA, Georgia

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Lawrence Seth Winer

NED DAVIS RESEARCH, INC.·VENICE, Florida

Lynn Marie Lewis

GREEN STREET ADVISORS, INC.·NEWPORT BEACH, California

NEWPORT BEACH, CA

Mark Adam Weintraub

SEAPORT RESEARCH PARTNERS LLC·CHICAGO, Illinois

Mark Wilson Sanborn

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

STERLING FINANCIAL ADVISORS LLC·OMAHA, Nebraska

Mary Jane Jennings

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Matthew Brian Sullivan

CONTRAVISORY INVESTMENT MANAGEMENT, INC.·NORWELL, Massachusetts

Matthew Francis Xavier Veneri

FIG PARTNERS, LLC·ATLANTA, Georgia

Melkizedeck Semu Okudo

CELERES CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Michael Adam Bravin

KDP ASSET MANAGEMENT INC·MONTPELIER, Vermont

Michael Gerard Mcmaster

ICE DATA PRICING & REFERENCE DATA, LLC·NEW YORK, New York

FIG PARTNERS, LLC·ATLANTA, Georgia

Michael Joseph Harrison

SEAPORT RESEARCH PARTNERS LLC·CHICAGO, Illinois

Michael Joseph Kelly

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Michael Robert Spencer

M.R. SPENCER ADVISORY SERVICES L.L.C.·FLINT, Michigan

Naureen Fatima Hassan

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

SENTRY MANAGEMENT INC·WICHITA FALLS, Texas

WICHITA FALLS, TX

Pamela Peglau Root

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Paula Delia Polito

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Paul Martin Hatch

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Paul Michael Jakubowicz

NED DAVIS RESEARCH, INC.·SARASOTA, Florida

Philip Anthony Noonan

CONTRAVISORY INVESTMENT MANAGEMENT, INC.·NORWELL, Massachusetts

Raymond Farris Thompson

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

Raymond Jacob Albright

CAMBERLINK LLC·NEW YORK, New York

Raymond Strand Jr Kramer

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Rehan Azim Virani

VIBRANT CAPITAL PARTNERS, INC.·NEW YORK, New York

Rhonda Jill Brier

INTERACTIVE DATA PRICING AND REFERENCE DATA LLC·NEW YORK, New York

Richard Scott Berg

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Robert Charles Geiger

VERO CAPITAL MANAGEMENT, LLC·NEW YORK, New York

Robert Clifton Schuster

NED DAVIS RESEARCH, INC.·VENICE, Florida

Robert Francis Klein

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Robert J Mccann

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Robert Sorenson Smith

RANGEMARK INVESTMENT MANAGEMENT, INC.·GREENWICH, Connecticut

Robert Victor Botschka

CAMBERLINK LLC·NEW YORK, New York

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Ryan Patrick Oconnor

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Samuel Leonard Molinaro

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Santo Vito Trombetta

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Scott Charles Kursman

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Scott Gordon Martindale

SABRIENT SYSTEMS, LLC·PHOENIX, Arizona

Scott William Appleby

SABRIENT SYSTEMS, LLC·PHOENIX, Arizona

Sharyn J Handelsman

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Shawn Pierre Hockaday

INVSTR FINANCIAL LLC·SAN ANTONIO, Texas

SAN ANTONIO, TX

Sheree Long Bollinger

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Shyam Sundar Sreenivasan

TENJIN AI CAPITAL ADVISORS LLC·NEW YORK, New York

Stephanie Anissa Dhouibi

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Steven Todd Holland

ONEAMERICA ASSET MANAGEMENT, LLC·INDIANAPOLIS, Indiana

INDIANAPOLIS, IN

Sudeep Babu Amin

TENJIN AI CAPITAL ADVISORS LLC·NEW YORK, New York

HANMARU ASSET MANAGEMENT LLC·WILMINGTON, Delaware

Ted Kirk Yarbrough

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Thomas A. Giacalone

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

Timothy Charles Arthurs

SEAPORT RESEARCH PARTNERS LLC·CHICAGO, Illinois

Timothy Hugh Gately

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Timothy Wheelock Hayes

NED DAVIS RESEARCH, INC.·VENICE, Florida

Tyler Darrell Current

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

Tyler Vincent Curtis

CHRONIM INVESTMENTS INC.·IRVING, Texas

Umrai Singh Gill

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

Valentin Luis Valderrabano

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

Walter Scott Liptak

SEAPORT RESEARCH PARTNERS LLC·CHICAGO, Illinois

William Cranston Jr Fenwick

FIRST KENTUCKY SECURITIES CORPORATION·LOUISVILLE, Kentucky

William Joseph Mills

CITIGROUP GLOBAL MARKETS INC.·NEW YORK, New York

William Mark Noonan

CONTRAVISORY INVESTMENT MANAGEMENT, INC.·NORWELL, Massachusetts

William Patrick Frey

UBS FINANCIAL SERVICES INC.·WEEHAWKEN, New Jersey

William Ralph Birt Iii

CELERES CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Worth Thomas Blackwell

MUNICIPAL BOND PORTFOLIO ANALYSIS, LLC·TAMPA, Florida

Zachary Robert Johnson

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

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