Alex is a digital organizer, productivity specialist, and founder of Be Organizing. Be was born because she believes there's a better way to manage our digital lives-- by creating systems and processes that maximize productivity for businesses and create lasting memories.

Alex is a sought-after keynote speaker, podcast guest, and author. She has been featured on Better Homes and Gardens, HP's Garage, Stay Savvy San Diego, Peaceful Living Wellness,  MissOrganized, Balanced Millionaire podcast, Quantum Revenue Expansion podcast, and many more. She is an active member and past Chapter President of the San Diego Chapter of NAPO where she has served on the board for eight years.

Meagan McGuire is a Certified Student Loan Professional™ at Student Loan Planner and has helped over 2,500 households with their ~500 million in student loan debt.

Daniel is the co-founder and COO at Sparrow, a platform that allows borrowers to search and compare personalized student loan offers through a single application, bringing simplicity, choice, and transparency to the private lending process. Since launching ago, Sparrow has:

• Saved borrowers an average of $9.6k per student loan refinancing
• Integrated 20 lenders to the platform

Succession planning is not always something we want to think about, but as many of us work independently, we should have a contingency plan. The plan can be creative and usually involves what will happen if you want to retire, become disabled, or worse. Don't leave the details to loved ones. Daniel has worked with many IECS to help them financially and understand the nuances of owning your own business. 

Wendy Nelson started My Kid's College Choice in 2012 to help families through the college search process. She developed a passion for finding merit scholarships to make college more affordable. In 2014, she launched the Full Scholarship List listing of full ride and full tuition scholarships offered by colleges. Sensing a need for more complete scholarship data, she developed meritscholarshiplist.com, a searchable database of all merit scholarships offered by colleges around the U.S. In 2020, Wendy joined College Aid Pro to bring her data expertise to a wider audience. As Director of Data, Wendy finds opportunities to refine college cost projections and provide additional information to help families find the most affordable colleges.

Cyndy McDonald is a recognized leader in both college counseling and in business. She has over thirty years of experience as a college advisor. She has trained many advisors when they were starting college consulting firms. Currently, Cyndy teaches in the UCLA online college counseling certificate program and serves as an active member of several professional organizations: NCAG, AICEP, NACAC, IECA, WACAC and HECA.

For more than 15 years now I have been teaching families how to save and pay for college without sacrificing your retirement. It's hard to believe that we can go all the way through school without learning basic financial strategies.  Most of us didn't learn from our parents and the financial industry just wants to sell products.Helping your kids pay for college could be one of your biggest expenses in life.  How you pay for college is 10x more important than how much you pay.Our goal is to help you reduce the cost of college and pay for it without sacrificing your retirement.

Todd is an Independent Educational Counselor who specializes in integrating the college selection process within cost management parameters for the families he works with. Todd received his B.A. in Political Science from Vanderbilt University in 1990 and his M.B.A. from Northeastern University in 1997, where he worked in the Financial Aid department. 

For more than 20 years, Strategies For College, Inc. has taught Certified Public Accountants 4 and 8‐hour CPE courses on college planning at the Boston Tax Institute and is also a Certified Financial Planner Board Registered provider of professional continuing education. 

Since 1990, Strategies For College, Inc. has assisted more than 6,000 families 

Ms. Bishop is a Certified Public Accountant and Financial Aid for College Advisor. Her expertise is working with families to develop strategies on how to pay for college, and to find the best college for their student at the lowest cost to the family.  Paula has been a practicing CPA for the past 35 years which allows her to combine her tax knowledge with the complexities of the financial aid system. Paula holds a Finance Degree from the Wharton School, University of Pennsylvania and a MBA from the University of California at Berkeley. She was part of a panel on NPR discussing the 2018 tax changes as they relate to college. 

three key strategies that eliminate cost as the deciding factor and also help build your business/practice.

For 25 years, I've helped tens of thousands of families navigate the financial aid process and access millions of dollars in free aid. I created a home version of my FAFSAsoft EZ File System used by top college consultants.  It's that same passion for helping families that led me to create software platforms, like Financial AID Now™, that are used by global enterprises, banks, and credit unions all over the country. College financesisn't easy even with the help we give. I didn't invent the rainy day. I just own the best umbrella.

As founder and CEO of Clark College Consulting and Clark College Funding, Ryan has extensive experience in working with over a thousand families throughout the United States in helping them through the entire college planning process. Ryan visits colleges throughout the year, attending conferences, and staying up to date on changes and new strategies in his profession.

Ryan holds an MBA from Queens University in Charlotte and is an alumnus of the United States Merchant Marine Academy. At USMMA, he earned an ABET-accredited Bachelors Degree in Marine Systems Engineering. He is also a retired Lieutenant in the U.S. Naval Reserve and has a U.S. Coast Guard License as a Third Asst. Engineer (unlimited tonnage). Before starting Clark College Consulting, Ryan worked for two Fortune 500 Companies, SeaLand and General Electric.

Al currently is the director of the College Funding Service Center (CFSC) which was started on September 26th 2001.  Prior to September of 2001 Al had four years of experience in helping a student/family navigate the college bound process.  Al's mission statement was simple.  Help students get into college.  He started out in a home office by himself.  The College Funding Service Center now has seventeen employees and nine additional counselors that assist the college process.  Since the beginning Al and the team of servicers and counselors has helped over 26,000 families on the college process. Al is a founding member of NCAG!