The advisors behind every plan.
Real people, working from the same coordinated strategy — not a rotating call center.
Natalie Taylor
Natalie Taylor is the founder of Winning In Wealth Inc., a financial services agency dedicated to empowering individuals and business owners through tax-advantaged strategies, financial literacy, and wealth-building solutions. With a career spanning Wall Street, global entrepreneurship, and corporate strategy, she helps clients maximize wealth, eliminate debt, and protect generational legacies.
Through Winning In Wealth Networks, Natalie has launched programs such as Life Architect, Multi Six Figures Society, and Scale Beyond, guiding thousands of individuals and businesses to transform their finances, mindset, and long-term legacy. She has been featured in Yahoo Finance, ABC Fox, and Black Enterprise, highlighting her expertise in financial empowerment and wealth strategy.
Schedule a Call with Natalie
Ivan Thornton
Ivan Thornton is the Founder and CEO of Fiduciary Management Group, LLC (FMG), a Securities and Exchange Commission (SEC) Registered Investment Advisory and Business Consulting Firm. Prior to founding FMG in 2005, Ivan served as Vice President and Investment Manager at Credit Suisse, where he was also a member of the prestigious Chairman's Council. Ivan has also served as Vice President and Private Banker at Morgan Stanley, where he was a member of the President's Council. Ivan holds an MBA from NYU's Stern School of Business and a BBA in Finance from Howard University.
Over the course of his career, Ivan has provided fiduciary oversight, investment counsel, and portfolio management to some of the nation's wealthiest families, professional athletes, entertainers, and business owners, yet he remains deeply committed to serving retirees, farmers, and public servants. His philosophy is simple: financial guidance should serve everyone who has worked hard to build a better future.
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Dr. Dawn Vignola
Dr. Dawn Vignola, Ph.D, SHRM-SCP is a seasoned management professional, having provided corporate strategic and operational oversight, planning, and implementation to corporations at all stages of growth for over two decades. Dr. Vignola served in various operational positions, including chief operations officer, executive administrative manager, and vice president of operations for firms in the financial and training sectors.
She has been responsible for the establishment of systems, processes, and procedures for both mature and start-up firms, and provided oversight of various departments, including customer service and delivery, business development, and human resources. Dr. Vignola has delivered performance management improvements through continuous improvement programs based on concepts like Kaizen and standardization programs such as ISO 9001:2015.
Dr. Vignola also has an extensive human resources background, having developed training and development programs, performance management metrics, and talent management and employee engagement programs. She holds a doctorate in political science, a Master of Arts in international relations, and a bachelor's degree in international relations and Spanish, and is currently SHRM-SCP certified.
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Lynne Bertoldo-Vista
Lynne Bertoldo-Vista began her career in luxury retail, where she mastered the art of delivering an exceptional client experience rooted in trust, service, and attention to detail. Over time, she recognized a desire to support clients in a more meaningful way — especially during major life decisions such as buying a home and planning for the future.
As a Licensed Financial Professional, Lynne offers comprehensive guidance across real estate support, mortgage readiness, financial education, and protection strategies. Her goal is to serve as a trusted resource, helping clients make informed decisions, build stability, and confidently plan for what's next — whether it's a first major purchase or a long-term legacy plan.
Schedule a Call with Lynne
Paul Vista
Paul Vista is a mission-driven leader whose career spans military service, real estate development, large-scale operations management, and financial services. A decorated U.S. Army Veteran, Paul has built a strong footprint in real estate development, construction, demolition, and disposal, bringing discipline, strategy, and execution excellence to every endeavor.
Today, Paul is established in the financial services sector as a Mortgage Loan Originator and a professional specializing in insurance and retirement planning. His well-rounded background enables him to deliver financial literacy, protection strategies, and long-term wealth planning solutions that address both immediate needs and generational goals.
Schedule a Call with Paul
Jeanne-Marie Cornett
Jeanne-Marie began her career in luxury retail, where she mastered the art of delivering an exceptional client experience rooted in trust, service, and attention to detail. Over time, she recognized a desire to support clients in a more meaningful way — especially during major life decisions such as buying a home and planning for the future.
As a Licensed Financial Professional, Jeanne-Marie offers comprehensive guidance across real estate support, mortgage readiness, financial education, and protection strategies. Her goal is to serve as a trusted resource, helping clients make informed decisions, build stability, and confidently plan for what's next — whether it's a first major purchase or a long-term legacy plan.
Schedule a Call with Jeanne-Marie
Taiesha Seales
Tai Seales is a Licensed Financial Professional, entrepreneur, and community leader dedicated to empowering women, families, and entrepreneurs to build wealth, wellness, and lasting legacy. She is the Founder of Lifestyle of Overload and Co-Founder of Grell & Seales Inc., where she supports individuals and organizations in creating sustainable financial, operational, and leadership systems.
In addition to her entrepreneurial work, Tai serves as Director of Rainbow Tots Daycare, Trustee of Ascend Charter Schools, and Borough Chair for Brooklyn UFT Providers, advocating for education equity, family empowerment, and community advancement across Brooklyn.
Schedule a Call with Taiesha
Terry-Anne Peterson
Terry-Anne is a Licensed Financial Professional with a strong background as a Special Education teacher, bilingual professional, and entrepreneur. Her work bridges education, business, and family empowerment, equipping individuals and families with financial literacy, protection strategies, and long-term wealth solutions.
With a passion for access and inclusion, Terry-Anne helps clients build stability, confidence, and lasting legacy through informed financial planning and purposeful stewardship.
Schedule a Call with Terry-Anne
Kady-ann Wint
Kady-ann Wint is a veteran hotel sales professional and luxury event planner with over 20 years of experience, trusted to deliver unforgettable experiences with precision and excellence. As Founder and CEO of Kouture Events by Kady and Thrive Legacy Collective, she brings the same strategic focus and attention to detail to financial education, protection planning, and long-term wealth strategies.
Kady-ann empowers individuals and families to build financial stability, confidence, and generational legacy, guiding them with thoughtful planning, practical solutions, and clarity to create lasting peace of mind and long-term financial success.
Schedule a Call with Kady-ann
Shanigay White
Shanigay White is a seasoned financial professional with nearly 30 years of experience in Corporate America, beginning her career on Wall Street at age 16. She has led multi-million-dollar global initiatives at institutions including Credit Suisse, JPMorgan Chase, and Merrill Lynch/Bank of America, managing federally mandated investment banking and operations projects across the U.S., London, and Singapore.
Today, Shanigay applies her deep operational expertise to financial literacy, wealth strategy, and long-term legacy planning, helping individuals and families make informed decisions, protect their assets, and build sustainable financial futures.
Schedule a Call with Shanigay
Millicent Hill
Millicent is a seasoned entrepreneur and business strategist with a diverse background spanning beauty, corporate operations, and independent film production. With over a decade of hands-on experience in entrepreneurship and 15 years supporting senior leaders at a Fortune 500 company, she brings a unique perspective to structure, systems, and execution.
Today, she empowers entrepreneurs, small business owners, and families to build strong financial foundations, avoid costly mistakes, and position themselves for long-term wealth, financial security, and legacy creation.
Schedule a Call with Millicent