The Ledger · 2026
A top-rated keynote speaker in finance, sales, and communication, Deirdre Van Nest delivers high-energy keynotes that give audiences the practical tools they need to accelerate trust, bring in business faster, and impact more lives.…
Read the note →
He has consulted and spoken around the world, developed systems and procedures for change management, and is a firm believer that “we don’t react to…
Read the note →
Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, a keynote speaker, and was named one of…
Read the note →
Andi Wrenn, AFC® has been passionate about helping people make sound financial decisions for two decades. She has a bachelor’s degree in math and education,…
Read the note →
Dr. Harry Mamaysky is a Professor at Columbia Business School and a partner at QuantStreet Capital, a financial planning and investment firm. Harry’s research focuses…
Read the note →
Dr. Nathan Harness, Ph.D., CFP®, serves as the Director of the Financial Planning Program at Texas A&M University. In this role, he holds the responsibility…
Read the note →
Julie Johnson is a former Certified Investment Management Analyst (CIMA), Certified Financial Planner professional (CFP®), and Senior Vice-President with UBS. She is a three-times Barron’s…
Read the note →
If you think of wealth as purely a numbers game, you haven’t met Michelle. She’s called the “Erin Brockovich of financial literacy” for successfully lobbying…
Read the note →
Jonathan Walker built the customer communication strategies for two personal loan brands, established the customer experience strategy for the financial wellness website Elevate.com, and co-founded…
Read the note →John E. Grable, CFP® teaches and conducts research at the University of Georgia, where he holds an Athletic Association Endowed Professorship. Before entering the academic…
Read the note →
Isaac Mamaysky is a partner in Potomac Law Group, the chief compliance officer of QuantStreet Capital, an adjunct professor of Law at Albany Law School,…
Read the note →
Andrew Lendnal is an established authority and financial wellness expert with over two decades of experience in the financial services and investment markets. In 2020,…
Read the note →
Ashley Quamme, LMFT, FBS®, CFT-I™, is a Financial Behavior Specialist®, Speaker, and Therapist. As the owner and founder of Beyond the Plan™, Ashley provides Fractional…
Read the note →
Brandy is the Owner of Envision30, a coaching and consulting firm where she teaches clients to think from the future.Brandy is an Accredited Financial Counselor® and has…
Read the note →
Craig Lemoine, CFP®, Ph.D. is the Director of the Undergraduate Financial Planning Program at the University of Illinois. Craig is also an Associate Clinical Professor…
Read the note →
Dr. Mary Bell Carlson is a financial behavior expert, well-known speaker, podcaster, and storyteller. She holds both the Certified Financial Planner® and Accredited Financial Counselor®…
Read the note →
Dr. Ajamu Loving serves as Associate Professor of Finance at The University of North Texas at Dallas. He has published articles in The Review of…
Read the note →
Dr. Amos Nadler is the Founder and Chief Scientist of Prof of Wall Street. He graduated cum laude and with departmental honors from University of…
Read the note →
Amy Mullen, CFP® is President of Money Quotient, Inc., an organization founded in 2001 that teaches financial professionals how to bring science to the art…
Read the note →
Dennis J. Moore, MBA, CFP®, is a financial planning and business professional who has spent his career championing the financial planning profession. He’s filled a…
Read the note →
Erika Wasserman, CEO of Your Financial Therapist, founded in 2019, is a renowned Certified Financial Therapist CFT-I™. With expertise in transforming employees’ money mindset, she…
Read the note →
Evan is a practitioner, first. He knows what works for clients and firms because he has lived it first hand. As the partner responsible for…
Read the note →
Heath brings over 20 years of financial services experience in consulting and coaching organizations, advising clients, leading teams, development & training, data & analytics, and…
Read the note →
Dr. Kristy Archuleta is an internationally recognized and award-winning Professor in Financial Planning at the University of Georgia, a Licensed Marriage and Family Therapist, and…
Read the note →Stay in the loop / The Yukon Project
Keep in touch with the people behind The Ledger. Join The Yukon Project newsletter.
Jonathan & Steve
Co-founders, The Yukon Project
From the people behind the notes.
Read our privacy policy