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Courey Gruszauskas is a senior designer, content strategy at Morningstar.

Gabriel Presler is an analyst with Morningstar.com.

Julie Utterback, CFA, is a senior equity analyst for Morningstar. She covers medical technology and services.

Leslie Norton is Morningstar's editorial director, sustainability.

Alyssa Stankiewicz is an ESG manager research analyst for Morningstar.

Chloé Moore, CFP®, is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloé believes that money is an emotional topic and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them. Follow Chloé on Twitter: @finstaples The views expressed in this article do not necessarily reflect the views of Morningstar.

Tyrone Ross is the CEO and co-founder of Onramp Invest and Founder of 401stc, a storytelling consultancy. He is a graduate of Seton Hall University and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019) and by WealthManagement.com as a top 10 advisor set to change the industry in 2019. Financial Planning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors and to Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward. The views expressed in this article do not necessarily reflect the views of Morningstar.

Catalina Franco-Cicero, MS, CFP, joined Tobias Financial Advisors in October 2017 as a Financial Advisor. In this role, Catalina’s responsibilities include client relationship management, financial plan design, advisory of retirement plans--401ks--for small businesses, and delivery of financial wellness education programming to their employees. In addition, she also works with Spanish-language clients and serves as a mentor for the next generation advisors on the team. Catalina switched careers to the financial services industry in 2011. Prior to switching careers, Catalina was a wellness professional and adjunct professor with Barry University. The views expressed in this article do not necessarily reflect the views of Morningstar.

On Morningstar.com, we encourage a healthy dialogue about investing by presenting a range of viewpoints, opinions, and perspectives from our own analysts, editors, and strategists as well as contributors outside of Morningstar. Our Perspectives program enhances these offerings as we seek commentaries from asset managers, educational institutions, registered investment advisors, and other financial professionals that offer well-argued views on the market, the economy, and investment strategies.

Carter Cofield is a certified public accountant who is dedicated to helping business owners save money on taxes. He's spent years learning the best tax savings strategies so that he can teach them to entrepreneurs and business owners everywhere. He’s also the owner of Cofield’s Concepts which is a financial literacy website teaching people how to make more money, pay fewer taxes, and be their own boss! You can check out his website and podcast for free resources at cofieldsconcepts.com. The views expressed in this article do not necessarily reflect the views of Morningstar. Follow Carter on Twitter: @Cofield_Advisor

Rachel J. Robasciotti is the founder and CEO of Adasina Social Capital, an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. Adasina was built out of the social justice investing strategy originally developed at Robasciotti & Philipson, an investment firm Rachel founded in 2004. As a queer woman of color, Rachel is a fierce advocate for social justice in the financial industry. Follow Rachel on Twitter: @rrobasciotti

The views expressed in this article do not necessarily reflect the views of Morningstar.

Amy C. Arnott, CFA, is a portfolio strategist for Morningstar. Follow Amy on Twitter: @AmyCArnott1

Dr. Nandita Das is a professor of finance and the director of the CFP-board registered financial planning program at Delaware State University. She also advises clients on financial planning through Das Financial Health, LLC.

Nandita Das has published over 15 academic papers in peer-reviewed journals and over 30 presentations and conference proceedings both at the national and international level. She is a speaker, and her speaking engagements range from cultural competency and inclusion in the financial services profession to empowering the public with financial literacy. She is a recipient of 2021 Fulbright-Nehru Scholar Grant where she will be collaborating with a premier Indian Educational Institution on “Sustainable Investing & Portfolio Management- A global perspective”. Follow Nandita on Twitter: @NanditaFinPlan

The views expressed in this article do not necessarily reflect the views of Morningstar.

Brian Thompson is a financial advisor and the founder of Brian Thompson Financial LLC. As both a tax attorney and a Certified Financial Planner™, he provides comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. He spent a decade defending small-business owners against the IRS as a tax attorney and decided to become more proactive rather than reactive when helping small businesses thrive. Follow Brian on Twitter: @BrianFinancial

The views expressed in this article do not necessarily reflect the views of Morningstar.

Rianka R. Dorsainvil, CFP is the co-founder and co-CEO of 2050 Wealth Partners, a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. She also hosts 2050 TrailBlazers, a podcast aimed to address the lack of diversity in the financial planning profession by engaging industry experts and leaders in conversation. Follow Rianka on Twitter: @Rianka_D

The views expressed in this article do not necessarily reflect the views of Morningstar.

Walter K. Booker is the chief operating officer of MarketCounsel, a business and regulatory consulting firm for registered investment advisors. Prior to joining MarketCounsel, Walter was a senior operating executive in both the institutional and individual investor sectors of the financial services industry. Walter is chairman emeritus and a board member of Sponsors for Educational Opportunity and a board member of the AAAA Foundation. Follow Walter on Twitter: @wkb_mc

The views expressed in this article do not necessarily reflect the views of Morningstar.

Samuel Deane is a financial advisor and CEO of Deane Wealth Management, an independent investment advisory firm for Millennials in technology. Samuel specializes in comprehensive financial planning, equity compensation, and tax planning. Follow Samuel on Twitter: @samuelsdeane

The views expressed in this article do not necessarily reflect the views of Morningstar.

Sonya Dreizler is a speaker, author, and consultant focused on fostering candid conversations about gender and race in financial services. She is also a subject matter expert in ESG and responsible investing and is a former CEO of an independent BD/RIA. When she's not working, you can find her hanging out with her kids, lifting weights, enjoying the beauty of Northern California, and chairing the board at CUESA. Follow Sonya on Twitter: @SonyaDreizler

The views expressed in this article do not necessarily reflect the views of Morningstar.

Phuong Luong, CFP, is an educator and financial planner focused on economic justice and closing racial wealth divides. She is a Principal at Saltbox Financial, a virtual, fee-only RIA. She is also the online facilitator for the Boston University Financial Planning Program. Phuong is a subject matter expert in ESG and regenerative investing. Follow Phuong on Twitter: @pt_luong

The views expressed in this article do not necessarily reflect the views of Morningstar.

Nura Husseini is a designer for Morningstar.

Keith Reid-Cleveland is an editor for Morningstar.

Harron Young is an associate equity analyst for Morningstar.

Lauren Solberg is a data journalist at Morningstar.

Adam Fleck is the director of equity research, ESG.

Lena Tsymbaluk is a manager research analyst for Morningstar.

Michael Malseed is an associate director of manager research for Morningstar.

Jack Shannon is a manager research analyst, equity strategies, for Morningstar.

Saraja Samant is a manager research analyst for Morningstar.

Adam Sabban is a senior manager research analyst, equity strategies, for Morningstar.

Phelix Lee is an equity analyst for Morningstar.

Dan Baker is a senior equity analyst for Morningstar.

Benjamin Slupecki is a data journalist for Morningstar.

Neal Kosciulek is a manager research analyst, passive funds research, for Morningstar.

David Carey is an associate manager research analyst for Morningstar.

Todd Trubey is a senior manager research analyst for Morningstar.

Philip Straehl is head of capital markets and asset allocation for Morningstar’s Investment Management group.

Tom Nations, CFP, is an associate director of multi-asset and alternative strategies for Morningstar.

Maciej Kowara is an associate director of manager research - quantitative research for Morningstar.

Matthew Wilkinson is a senior manager research analyst for Morningstar.

Mike Mulach is a senior manager research analyst for Morningstar.

Monika Dutt is a director of passive strategies research for Morningstar.