Former President of The First Women’s Bank, Founder of The First Children’s Bank

As the preeminent thought leader for family financial literacy, Neale Godfrey has worked tirelessly over the last 35 years to connect the family around the topic of money.

In 1972, Neale began her journey as one of the first female executives at The Chase Manhattan Bank. She later became President of The First Women’s Bank and founder of The First Children’s Bank in FAO Schwarz. Neale has served on the White House Task Force as well as on the board of directors of New York Board of Trade, UNICEF, University of Charleston, and UN Women.

Neale also started the Children’s Financial Network, Inc., with the mission of educating children and their parents about money. An author of 28 books, Neale is most recognized as the NYT Best-Selling Author of Money Doesn’t Grow on Trees: A Parent’s Guide to Raising Financially Responsible Children. Neale is an Executive In Residence at the Columbia Graduate School of Business, and she joined the advisory board in 2022.

Executive Director of Utah Jump$tart, Former Teacher

Shauna’s professional career started in teaching. She was also previously a Leadership Community Coach and Education Director at the New Hope Criss Center for Domestic Violence. After pivoting to personal finance education, Shauna joined Utah Jump$tart, a chapter of the national Jump$tart Coalition.

The Jump$tart coalition is nonprofit advancing financial literacy education for across the United States. Under Shauna’s leadership, the Utah Jump$tart provides professional development for educators, teaching material for classrooms, and resources for students.

Shauna and the Utah Jump$tart work closely with Gen-Z for Financial Literacy — collaborating to produce podcast episode, incorporate Gen-Z for Financial Literacy’s educational content in curricula sent to Utah schools, and raise awareness on the importance of personal finance. Shauana holds a bachelor degree from Utah State University. She has been a member of Gen-Z for Financial Literacy’s advisory board since 2022.

CEO of Financiera Oh!

Renzo Castellano is the CEO of Financiera Oh! Based in Peru, Financiera Oh! provides financial services by issuing credit cards. The company offers Tarjeta Oh!, a credit card that enables customers to purchase from supermarkets and departmental stores. In a country where 90% of transactions are done in the underground market, providing citizens, business owners, and merchants with credit cards gives Peruvians greater access to resources and teaches them fiscal responsibility.

Renzo is a graduate of the Administration and Accounting faculties of the Universidad del Pacífic and has a Master of Business Administration (MBA) from the London Business School. He has also completed specialization courses in investments at Columbia University, Harvard Business School, and the Wharton School.

Renzo previously served as Executive Vice President of Finance and Risk Control at RIMAC Seguros. His previous experience has been as Vice President of Investments at AFP Integra, as well as the Investment Manager at AFP Horizonte. He has also worked at Corporate Principal Investments (Merrill Lynch London) and Santander Investments Lima. Renzo has been a member of Gen-Z for Financial Literacy’s advisory board since 2022.

President of Jason J. Howell Company, Adjunct Professor at American University Kogod School of Business and George Mason University School of Business

Jason Howell is a Certified Financial Planner™ professional, former U.S. Congressional candidate, and was listed as a TOP Wealth Adviser by Washingtonian magazine in 2019 and 2021. He is President of Jason Howell Company, a family wealth management firm. Jason, a Chartered SRI Counselor™ and a Certified Private Wealth Advisor® professional, is the author of Joy of Financial Planning: 7 Strategies for Transforming your Finances and Reclaiming your American Dream.

Jason is an adjunct instructor for George Mason University’s School of Business Financial Planning and Wealth Management (FPWM) concentration and Council Chair for the FPWM Advisory Board. He is also an adjunct instructor of personal finance at American University’s Kogod School of Business. He has been featured as both a financial expert and independent political strategist on U.S. News & World Report, Yahoo Finance, CNBC.com, Nasdaq.com, Washington Business Journal, and the New York Times. Jason has been a member of Gen-Z for Financial Literacy’s advisory board since 2022.

CEO of CitiusTech

Bhaskar Sambasivan is an experienced business executive. Bhaskar was previously President of CitiusTech; before joining CitiusTech, he worked as a strategic consultant to various companies and the President of Patient Services at EVERSANA.

Bhaskar has been working in the Life Sciences industry for 30 years and was recognized by PharmaVOICE group as one of the most 100 influential and inspirational leaders in the Life Sciences industry in both 2017 and 2018. Bhaskar is passionate about bringing access to education and information to all students regardless of their economic backgrounds, and has been an active sponsor of programs that help provide academic enrichment to underprivileged children around the world.

Bhaskar graduated with a bachelor's degree in computer science from the India Institute of Science. He has been a Gen-Z for Financial Literacy's advisory board member since 2022.

CEO of Magnicution Partners, Founder of the Be Great Project and LaunchNJ

After serving in the United States Army as a respiratory therapist, Carlos pivoted to the business world. For the past three decades, he has worked in various fields, ranging from sales and business development to financial services. Carlos has also started many companies and nonprofits; he is the owner & CEO of Magnicution Partners and the founder of two nonprofits, LaunchNJ and the Be Great Project.

Carlos holds a degree from the University of Medicine and Dentistry of New Jersey. He has been a member of Gen-Z for Financial Literacy’s advisory board since 2022.