Rebecca Incledon is a CFP® with three years of industry experience and currently works at Her Personal Finance in Austin, TX. She has previously held roles at Cultivating Wealth and Hemington Wealth Management, and spent several years with the AIDS Foundation of Chicago. Her Personal Finance provides fee-only financial planning and 401(k) assessments for individuals, business owners, and corporate clients, with a focus on high-earning professionals and executive households. The firm emphasizes comprehensive financial planning without managing client assets, offering flexible fee arrangements and incorporating both passive and active investment strategies tailored to client needs.

Eryn Schultz is a CFP® and Series 65-licensed advisor with Her Personal Finance in Houston, TX, and has four years of industry experience. Her work background includes roles at Equita Financial Network and Revolution Foods, and 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 to individuals, business owners, and corporate clients, with a focus on high-earning professionals and dual-career households. The firm emphasizes comprehensive financial planning without managing client assets, using a range of non–AUM fee arrangements and an investment approach grounded in modern portfolio theory.