Financial Literacy Month and Military Saves Month: Sources and Story Ideas for Journalists

April is both Financial Literacy Month and Military Saves Month –  so stories on saving, debt, retirement, and money challenges for both the general public and military service members could be especially well-timed right now.
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Impact Communications represents a select group of commission-free, fiduciary financial advisors who work with real-world clients across many facets, including blue-collar, higher ed, STEM, child-free couples, single women (including primary breadwinners and family stewards), and military communities. ​

These media-trained and camera-ready advisors are available for quick comment or interviews for your Financial Literacy Month or Military Saves Month storylines.

High res headshots can be provided upon request.
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For interviews, quotes on deadline, or to match the right source to your story contact:

Grace Vogelzang, Media Manager
Impact Communications, Inc.
Email: [email protected]
Phone: 913-649-5009

Gertsema Wealth Advisors – St. Joseph, MO 
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Nick Gertsema, CFP®, ChFC®, RICP®, AIF® – CEO and Wealth Advisor

• Focus: Blue-collar workers, families in the Midwest
• Topics:
  • Retirement readiness for blue-collar workers
  • Making the most of workplace retirement plans and benefits
  • Budgeting and saving when every dollar counts

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Jaymon Meikle, CFP®, ChFC®, RICP® – Senior Wealth Advisor

• Focus: Active-duty military, veterans, and military families
• Topics:
  • Understanding military pay, benefits, and TSP
  • Managing finances during deployment and frequent moves
  • Planning the transition from military to civilian life

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Cristina Wiebelt-Smith, CPA, RICP® – Senior Wealth Advisor

• Focus: Women and families
• Topics:
  • Women’s financial literacy and investing confidence
  • Closing the gender wealth and retirement gap
  • Aligning money choices with personal values and long-term goals

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StraightLine – Detroit, MI 
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Mike Bisaro, AIF® – President and CEO

• Focus: Higher education employees and families
• Topics:
  • Navigating university retirement systems and pensions
  • Managing student loan debt while saving for the future
  • Building financial independence on a teacher/professor salary

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Rob Rickey, CFP® – Chief Growth Officer and Wealth Advisor

• Focus: Higher education and nonprofit sector workers
• Topics:
  • Maximizing employer benefits and retirement plans
  • Turning complex benefits packages into a clear plan
  • Practical steps to boost retirement security

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Fidato Wealth – Strongsville, OH 

Tony D’Amico, CEPA®, CFP® – Founder and CEO

• Focus: Pre-retirees, retirees, and business owners
• Topics:
  • Holistic retirement planning and income strategies
  • Multigenerational planning and legacy conversations
  • Exit planning and business value acceleration for owners

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Braun-Bostich & Associates – Pittsburgh, PA 
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Cassandra Kirby, CFP®, CRPC® – Partner, COO, CCO & Private Wealth Advisor

• Focus: Families and near-retirees
• Topics:
  • Comprehensive wealth and tax planning
  • Retirement income, Social Security timing, and Medicare-related decisions
  • Funding college with 529 plans and balancing multiple goals
  • Long-term care and insurance planning for aging securely

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Wise Stewardship Financial Planning – Savannah, GA 

Daniel Kopp, CFP® – Founder

• Focus: Young widows, Gold Star widows, active-duty military officers
• Topics:
  • Financial recovery and resilience after loss
  • Navigating survivor benefits and military-specific planning
  • Building a sustainable plan for surviving spouses and families

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Straight Path Wealth Management – Grandville, MI

Matthew Boersen, CFP®, CFA – Managing Partner

• Focus: Early retirees and financial independence seekers
• Topics:
  • Planning for retirement before age 65
  • Sustainable withdrawal strategies and sequence-of-returns risk
  • Lifestyle, identity, and psychological side of early retirement

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Twin Peaks Wealth Advisors – San Francisco, CA

​Tushar Kumar – Founder and Private Wealth Advisor

• Focus: Technology professionals and their families
• Topics:
  • Stock options, RSUs, and equity compensation strategies
  • Managing concentrated stock risk in tech
  • Planning around volatile income, IPOs, and layoffs​​

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These advisors – and many more media-trained and camera-ready advisors – are available for contributions or interviews throughout April and beyond.
 
Please reach out if you’d like to be connected or need additional background materials.