Rebecca Incledon is a CFP® and Series 65 professional with two years of industry experience. She currently works at Her Personal Finance and previously held roles at Cultivating Wealth, Hemington Wealth Management, and the AIDS Foundation of Chicago. Her Personal Finance provides fee-only financial planning and 401(k) assessment services to individuals, business owners, and corporate clients, focusing on high-earning professionals and executive households. The firm emphasizes comprehensive planning without managing client assets or charging fees based on assets under management, offering flexible engagement options including hourly and subscription fees.

Eryn Schultz is a CFP® and holds a Series 65 license, currently serving as an advisor at Her Personal Finance in Houston, TX. She has three years of industry experience, including time at Equita Financial Network and Revolution Foods. She is the founder of Financial Education First DBA Earn with Eryn, where she provides financial education classes and workshops. Her Personal Finance offers fee-only financial planning and 401(k) assessment services for individuals, business owners, and corporate clients, with a focus on high-earning professionals and executive households. The firm emphasizes comprehensive financial planning over discretionary asset management, using a range of fee arrangements and investment guidance grounded in modern portfolio theory.