Kitces Financial Planning Value Summit 2024

Yohance Harrison's mission is to enhance his community's financial literacy, net worth, and wealth. Over the past 20 years, he has devoted his career to empowering others to take control of their financial futures. Yohance is the founder and CEO of Money Script Wealth Management, PLLC, a Registered Investment Advisory firm, and co-founder of The Money Script, LLC, a financial literacy company. The advisory firm specializes in personalized financial advice for healthcare professionals, helping them navigate the complexities of financial planning so they can focus on their patients, their role as providers, and their families.

Kristen is the Director of Financial Planning at Duncan Financial Group, specializing in helping clients plan for their financial future. In addition to helping clients with their individual planning, she also works with Advisors across the country with Financial Planning Practice Management.

John Froberg, CFP® is a Private Wealth Advisor with IronBridge Wealth Counsel. John specializes in helping Athletic, Arts, and Entertainment professionals maintain their desired standards of living without sacrificing longer-term career opportunities and prepare for any risks that might threaten their objectives. John has been in the Financial Planning & Wealth Management industry since 2016.

Brian served 23 years in the Air Force flying, testing, and commanding in the F-16 and F-35. He started Winged Wealth in 2021 after retiring from the Air Force. He serves military and veteran families with a niche focus on Fighter Pilots.

Brian's firm is currently in the "Solo plus help" phase, exploring growth options.

Brian is active in the Military Financial Advisors Association and helped build out the Military Qualified Financial Planner (MQFP®) in 2023.

Brian graduated from the Catholic University of America with degree in Computer Science. He lives in Niceville Florida with his wife Zoe and two daughters.

When he's not working and maximizing family time, he enjoys reading, cycling, triathlon, and functional fitness.

John is the President and a Senior Financial Planner at Mason & Associates. He graduated from Virginia Tech’s financial planning program in 2010 and obtained his CFP in 2012. Upon graduation John joined his family firm, Mason & Associates. In the last 14 years John helped Mason & Associates transition from 100% commission based firm to a Fee Only RIA. In addition to financial planning, John enjoys public speaking in a variety of formats. He was an integral part of the firms Ask the Expert Radio Show as a co-host with Michael Mason. Mason & Associates started the Federal Employee Financial Planning Podcast in 2022 and the firm’s YouTube Channel in 2023. John presented at the following events: FPA Central Virginia Annual forum 2024, Kitces Value Summit 2023, Financial Financial Planning Association of Hampton Roads 2023, and XYPN Live 2022 and 2023. John was a guest on the Financial Advisor Success podcast, a guest on The Perfect RIA podcast and has been featured on Kitces.com.

Emily has focused her professional work on financial planning since the beginning of her career. She finds passion in helping real people improve their relationship with money and their overall outcome in life. Founding TrailWise allows her to practice this passion fully while proving to herself and the entire industry that planning can be individualized and scalable at the same time. She hopes her future continues to expand the access to planning and to encourage clients to engage with their money more and more.