Create with heart.
Plug into one of the
fastest growing firms
in the nation.
*Assets under management as of July 15, 2026.
Grow trust
and revenue
streams.
With The Creator
Studio, you get:
Who’s a good fit?
The Creator Studio is built for:
- A financial educator with an engaged, trusting audience.
- A CFP® or credentialed professional who wants to teach, not just advise.
- A young advisor breaking into content creation.
- Someone whose audience actually acts on what they learn.
- A creator who’s ready to grow and needs real infrastructure to do it.
We’re looking for educators, not influencers.
Audience trust matters more to us than audience
size.
Make
production
a seamless
experience.
Our process.
And the team
backing you.
James Conole, MBA, CFP®
Founder & Lead Educator
Ari Taublieb, MBA, CFP®
Chief Growth Officer & Lead Educator
Erin Moriarity
Lead Educator
Josh Currie
VP, Brand
Hannah Kaufman
Production Coordination
Makayla Morman
Social Media Management
Kiana Raagas
Content Management
Charis Salazar
Performance Marketing
Alex Stickelman, MBA, IACCP®
Chief Operating Officer & Chief Compliance Officer
Compensation
that reflects your
impact.
We'll walk through the specifics together. But the model is designed so that when your audience wins, you win.
FAQs
Answer
We review applications on a rolling basis. We’re selective—not because we want to be gatekeepers, but because this network only works when everyone in it genuinely cares about their audience.
Answer
If you’re creating financial content because you genuinely want to help people, not because you’re optimizing for affiliate income, you’re probably a good fit. Audience size matters less than audience trust. We’re looking for educators, not influencers.
Answer
It’s structured around the real-world impact your content creates. Base compensation plus performance bonuses tied to leads and clients, not just views. We’ll walk through the specifics during the application process.
Answer
Your channel and your brand are yours. Root provides infrastructure and support. Content ownership and related terms are covered clearly in our creator agreement—we believe in transparency on both sides, and we’ll walk through everything before anything is signed.
Answer
Think of Root as your behind-the-scenes team. Compliance guidance, production support, growth strategy, and access to tools your audience actually needs. The specifics depend on where you are in your journey—and we’re honest about what’s included at each level of partnership.