Sheryl Rowling serves as the Editorial Director of Financial Advice at Morningstar. She is a writer, speaker, and consultant, holding credentials as a CPA/Personal Financial Specialist. Her career spans decades of experience in taxation, financial planning, investment management, wealth advisory services, and practice management.

Rowling is the founder of two companies: Rowling & Associates and Total Rebalance Expert TRX, which is now part of Morningstar.