Investopedia Financial Review Board

Investopedia's high quality content is written by experts and fact checked to ensure that our readers are receiving the most accurate and timely information. The Financial Review Board takes our commitment to accuracy one step further. Composed of professionals with a wide range of expertise in the financial industry, the review board includes university professors, certified financial planners, certified public accountants, entrepreneurs, analysts, economists, investors, and tax experts. Members of the board read, review, and provide updates on our content to our editorial team so that the readers of Investopedia can feel empowered to make smarter financial decisions with the most accurate information.

Who is On the Board?

The Financial Review Board includes experts with more than 100 years of combined financial experience, across every facet of the economy and personal finances. These experts were carefully selected based on their credentials and ability to communicate complex information to a broad readership to ensure our articles are empowering, unbiased, accurate, and inclusive.

Anthony Battle

Financial Review Board Member

Anthony Battle is a financial planning expert, entrepreneur, dedicated life long learner and a recovering Wall Street professional. He has been working in the finance industry for 15+ years and is a fierce advocate for including financial literacy as a basic educational requirement in public education. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional. He has earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation for advanced insurance specialization, the Accredited Financial Counselor® for Financial Counseling and both the Retirement Income Certified Professional®, and Certified Retirement Counselor designations for advance retirement planning.

Sarah Johnson

Senior Investment Analyst

Dr. Melody Bell is a personal finance expert, entrepreneur, educator, and researcher. Melody founded Financial Beginnings in 2005 after a career in finance, during which she repeatedly encountered individuals who were forced to delay life goals such as higher education, homeownership, and retirement after failing to navigate the increasingly complex and predatory financial system. Financial Beginnings is now a national nonprofit that serves tens of thousands each year. For over a decade, Melody has taught at her alma mater, Portland State University. Courses taught have included personal finance, managerial finance, and entrepreneurship. Special projects at Portland State University have included new course development and piloting new teaching modalities. In 2016, Melody was recognized as Adjunct Professor of the Year.

David Kim

Trading Specialist

Thomas J. Brock is a Chartered Financial Analyst and a Certified Public Accountant with more than two decades of experience in a variety of corporate and individual settings. In a corporate setting, he oversees a $4 billion insurance portfolio that includes $650 million in life insurance assets, facilitates investment risk assessments, formulates asset allocation recommendations, manages relationships with external advisors and money managers, and ensures compliance. In personal settings, Thomas has provided financial planning and investment management services to individuals. In those roles, he's offered retirement plans, investment policies, and in-depth education on asset classes, investment strategies, personal finance topics, insurance, and annuities.