David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

Katerina Minevich is a CFP® and Series 65 licensed adviser with XYPN Sapphire. She has held advisory roles since 2026, including positions at Quantitative Financial Strategies and Forward Wealth Management, and previously worked at NuORDER, Inc for nine years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation approach supported by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management alongside integrated financial planning and sponsored TAMP services.