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Chris Brown, CFP®

I help driven, passionate professionals leverage their human capital and manage their finances to balance their lifestyles and help them achieve and maintain financial fitness.

Financial Fitness is an ongoing process of developing and modifying your life goals, and determining whether and how you can continue to meet those goals through proper management of your financial resources.

With my own balanced lifestyle, I enjoy traveling, reading, being physically active, and spending time with my friends, family, and wife, Amy.

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Ep #4: Blogging Your Way To The Top with Jeff Rose

Today, we’re excited to have Jeff Rose as our featured guest here on #XYPNRadio! Jeff is a popular personal finance blogger, author, and financial planner. He has built a successful financial planning practice and has boosted his marketing efforts using his popular blog, Good Financial Cents. Are you struggling to figure out how to build  and […]

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3 Free Financial Tips Everyone Can Use

This post originally appeared on Upswing Advisor. What are some of the most important financial planning tips everyone can use, and some of your most financially savvy friends are using right now? Creating a financial plan is by far the best way to reach your financial goals, and it does not need to be expensive. […]

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Kitces Roundup: Best Posts for Financial Advisors Looking to Start a Firm

Considering starting your own firm? More and more financial advisors are exploring this path — and with networks like XYPN that provide the necessary technology platform, compliance support, and other tools that make it possible to run a successful business, it’s becoming an increasingly realistic option for advisors who want to serve their ideal clients, their way. While […]

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Your Complete Guide to XYPN16

There’s no shortage of things to look forward to at this year’s XY Planning Network National Conference, #XYPN16. And with so much going on, it’s easy to feel like you might be missing something. That’s why we compiled this guide to walk you through all things conference content, parties, receptions, events, contests, and more! Get […]

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Jason Howell, CFP®, CPWA®

Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate and in 2021 and 2019 was listed as a TOP Wealth Adviser by WASHINGTONIAN magazine.

Jason is a Chartered SRI Counselor™ and a Certified Private Wealth Advisor® professional and is the author of JOY of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.

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David McCary, CFP®, CRI®

David W. McCary, CFP®, CRI®, MBA is a Certified Financial Planner professional with over 18 years’ experience as lead advisor to a virtual single family office. He is currently expanding his financial planning and investment advising practice to include business owners, commercial real estate owners, and ultra-high net worth families seeking to create family wealth across generations in a tax efficient manner. His practice is virtual and available to clients living in all 50 states.