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Yearbook of Experts® member profiles
Greg Womack -- Oklahoma Financial Adviser
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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
Christopher Carosa
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About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
Ilyce Glink -- Financial Wellness Expert
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About: ILYCE R. GLINK is an award-winning syndicated columnist, radio talk show host, and CEO of three Chicago-based companies. She runs a financial wellness technology company, and writes about personal finance, real estate, marketing and the economy. She is the author of 14 books, including 100 Questions Every First-Time Home Buyer Should Ask. She is the CEO of Best Money Moves, a technology+coaching financial wellness company that measures employee financial stress and uses AI to dial it down. She also owns Think Glink Media, a content strategy, consulting and production company that helps Fortune 1000 companies connect in a better way with their clients and customers. Find her at bestmoneymoves.com.
 

Recent News Releases
 Date HeadlineParticipant Name
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11/09/2022
Greg Womack -- Oklahoma Financial Adviser
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11/08/2022
Greg Womack -- Oklahoma Financial Adviser
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11/07/2022
Greg Womack -- Oklahoma Financial Adviser
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11/03/2022
Greg Womack -- Oklahoma Financial Adviser
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11/02/2022
Greg Womack -- Oklahoma Financial Adviser
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11/02/2022
Greg Womack -- Oklahoma Financial Adviser
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09/22/2022
Greg Womack -- Oklahoma Financial Adviser
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09/21/2022
Greg Womack -- Oklahoma Financial Adviser
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09/21/2022
Greg Womack -- Oklahoma Financial Adviser
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09/20/2022
Greg Womack -- Oklahoma Financial Adviser

Blog Posts
 Date HeadlineParticipant Name
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02/08/2023
3 Ways to Prepare Your Employees for a 2023 Recession Ilyce Glink -- Financial Wellness Expert
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02/07/2023
Can Cost Trump Your Fiduciary Duty? Christopher Carosa
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02/07/2023
The Art and Science of Influence and Leadership (Part II: The Art) Christopher Carosa
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02/06/2023
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/03/23 Christopher Carosa
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01/31/2023
3 Ways to Improve Your Employee Retirement Benefits Ilyce Glink -- Financial Wellness Expert
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01/31/2023
Have The DOL’s Fiduciary Efforts Made Things Worse? Christopher Carosa
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01/31/2023
The Art and Science of Influence and Leadership (Part I: The Science) Christopher Carosa
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01/30/2023
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/27/23 Christopher Carosa
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01/25/2023
4 Surprising Financial Facts About Millennial and Gen Z Employees Ilyce Glink -- Financial Wellness Expert
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01/25/2023
3 Top Reasons for Employee Resignation & How Companies Can Help Ilyce Glink -- Financial Wellness Expert




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