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Phuong Luong

Phuong Luong, CFP, is an educator, financial planner, and investment strategist focused on economic justice and closing racial wealth divides. She is currently the Investment Strategist for Adasina Social Capital and the founder of Just Wealth, a virtual, solo, 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. The views expressed in this article do not necessarily reflect the views of Morningstar.

Sonya Dreizler

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.

Samuel Deane

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.

Walter K. Booker

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.

Christine Benz

Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.

Ben Brown

Ben Brown is a Certified Financial Planner professional and an IRS Enrolled Agent. He is the founder of Entelechy, a fee-only financial planning and investment management firm based in Bethesda, MD, serving clients in the Washington, DC, area and nationally.

Natalie Choate

Natalie Choate practices law in Boston with Nutter McClennen & Fish LLP, specializing in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field.

Gabrielle Dibenedetto

Gabrielle DiBenedetto is a data journalist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She works to tell stories and create visualizations using Morningstar’s broad spectrum of data and research.

Before assuming her current role in 2018, DiBenedetto was a client-services representative for the Morningstar Direct and Morningstar Office platforms. Prior to that, she interned at Boston Magazine, covering startup companies and venture capital. She also interned on the business desk at the Wisconsin State Journal, covering local business development.

DiBenedetto holds a bachelor’s degree in journalism and economics from the University of Wisconsin-Madison.

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