Boston Marathon Bombing Survivor
What started out as an annual trek with friends to watch the Boston Marathon in 2013, ended with Heather Abbott alone, bloodied and at the mercy of strangers. Worse yet, the full extent of Abbott’s injuries would later force her to choose between the unthinkable: a lifetime of crippling pain or allowing doctors to amputate her left leg below the knee. Today, as president of the Heather Abbott Foundation, she is more determined than ever to turn what was meant for evil into something good. She believes all those who have lost one or more limbs as a result of traumatic injury can triumph over tragedy.
Nick Murray is in his 50th year in the profession of financial advice. He is one of the industry's premier speakers, and the author of 12 books for financial services professionals, the latest of which is Around the Year with Nick Murray: Daily Readings for Financial Advisors. His one book for clients, Simple Wealth, Inevitable Wealth, has sold nearly a quarter million copies.
Nick's monthly newsletter for advisors, Nick Murray Interactive, is avidly followed by outstanding advisors all over the English-speaking world.
JANE BRYANT QUINN
Jane Bryant Quinn is a nationally known commentator on personal finance, with books and columns read and trusted by millions. In her long career, Quinn has established herself as America’s most reliable voice for people trying to manage their money well. In her public policy writings, she addresses matters of top concern to everyone, including investor protection, health insurance and Social Security.
WILLIAM REICHENSTEIN, Ph.D.
Principal of Research, Retiree Income and IncomeSolver.com
Dr. William Reichenstein, CFA, currently holds the Pat and Thomas R. Powers Chair in Investment Management at Baylor University. Reichenstein has taught and researched in finance since 1978, with his recent work concentrating on the interaction between investments and taxes. He has written more than 130 articles for professional and academic journals.
CEO, AdvisorRoadmap Virtual Training Platform
Bill Bachrach’s thinking, writing, speaking and training have made him one of the most popular resources in the world for successful financial advisors who seek to be at the top in terms of client experience, business success and quality of life. Bachrach writes a popular column in Financial Advisor magazine, his books are industry best sellers and he is a popular keynote speaker.
KRISTOFOR R. BEHN
Founder and Chief Executive Officer, Fieldstone Financial
For the last two decades, Kristofor Behn, CFP, has worked to perfect a process-driven approach to running advisory practices. Having acquired, run and sold several small companies over the years, Behn’s unique perspective resonates with practitioners throughout the advisory business who are looking to either grow their practice or are in search of a glide path to retirement.
LEAH R. BENNETT
Chief Operating Officer, Westwood Trust—Houston
Leah R. Bennett, CFA, has 25 years of experience in the investment industry. Bennett is focused on serving high-net-worth clients and nonprofits with comprehensive financial solutions. She is co-founder of CFA Women in Investment Management Initiative and CFA Global Research Challenge of the Southwest, and is a former president and director of CFA Society Houston.
Partner and Wealth Advisor, Brightworth
Lisa Brown works with high-net-worth families in the areas of investment management, executive compensation and retirement transition. Brown has been featured in The New York Times, The Wall Street Journal and on CNBC.com. She also writes a monthly column for Kiplinger and was named a “Top Young Advisor to Watch” in 2015 by Financial Advisor magazine.
As a certified financial planner and president of Carter Financial Management, Bill Carter is dedicated to serving the financial needs of families, individuals and business owners. Through coordinated use of tax, investment and estate planning tools and techniques, Carter assists clients in setting and achieving their financial and life goals. He is regarded as a pioneer of the financial planning profession.
Carlo Cordasco, CRPC, CLTC, RICP, joined Nationwide in September 2010 with more than 20 years of financial industry experience. Cordasco is dedicated to educating advisors, clients, plan sponsors and plan participants about the latest in retirement income planning trends. He brings more than 25 years of experience and education to implement practical and comprehensive retirement income solutions.
MICHAEL J. CUGGINO
President and Portfolio Manager, Permanent Portfolio Family of Funds
Michael J. Cuggino is the president and portfolio manager of Permanent Portfolio Family of Funds, an investment company consisting of four distinct mutual funds. Cuggino is a certified public accountant and received his undergraduate degrees in accountancy and management from Bentley University. He frequently appears on Bloomberg TV and Radio, CBS Radio, CNBC, FOX News and MarketWatch.
Partner and Portfolio Manager, Balter Liquid Alternatives
Ben Deschaine is responsible for managing the firm’s mutual fund products and is a portfolio manager of each BLA fund. Deschaine has experience working for hedge fund allocators as well as directly within a hedge fund, which provides him a differentiated perspective of seeing hedge funds from both sides of the business.
HAROLD R. EVENSKY
Chairman, Evensky & Katz/Foldes Financial Wealth Management
Harold Evensky is the chairman of Evensky & Katz/Foldes Financial Wealth Management. Prior to forming his own company, Evensky served as a vice president of investments with major investment banking firms. He is also a professor of practice in the Department of Personal Financial Planning at Texas Tech University and a contributing writer for Financial Advisor magazine.
President and Founder, Empyrion Wealth Management Inc.
Kimberly Foss, CFP, CPWA, is a New York Times best-selling author and national speaker, and a popular media source. Foss is a highly respected leader in the investment advisory industry. Her focus is helping women in transition, thriving retirees and family stewards. Empyrion has been named one of the top wealth management practices in the country by Bloomberg Wealth Manager magazine.
MARK R. FREEMAN
Executive Vice President and Chief Investment Officer, Westwood Holdings Group
Mark R. Freeman, CFA, oversees the firm’s investment and research functions. Freeman serves as a senior portfolio manager and is responsible for developing the firm’s economic outlook. Additionally, he is a member of the firm’s Asset Allocation and Business Management Committees. Prior to joining Westwood in 1999, he worked for KPMG and First American Corp.
Managing Director and Chief Income Strategist, TIAA
An industry thought leader with two decades of experience structuring retirement and investment solutions, Diane Garnick is responsible for advancing the strategy, development and modernization of TIAA's lifetime income solutions across the firm’s portfolio of products and services. Garnick also helps to simplify the complexities surrounding lifetime income products for the thousands of institutions and millions of individuals TIAA serves.
Chief Executive Officer, Graham Strategy
Gail Graham is dedicated to helping wealth managers build brands people love. As the former chief marketing officer of United Capital, Graham led marketing and brand development from 2012 through 2016, creating an industry-leading marketing platform. Previously, she spent a decade at Fidelity Investments in both retail and institutional leadership roles, serving as executive vice president of marketing for the RIA channel.
Co-Founder and Managing Partner, Asset Life Settlements LLC
With more than 15 years of experience as a life settlement broker, Jeff Hallman has earned a reputation among industry professionals as one of the most skilled negotiators in the country. Hallman is known for his unique ability to leverage his close working relationships with top institutional funding sources in pursuit of the highest offer for each case that crosses his desk.
Vice President of Regional Sales, eMoney Advisor LLC
Mike Hemmert has over 19 years of sales experience in the financial services industry. Hemmert uses his experience to develop strong relationships that drive eMoney’s marketing and sales initiatives. He works closely with advisors, enhancing their business through the implementation of award-winning wealth management software.
RUSSELL T. HILL
Chairman and Chief Executive Officer, Halbert Hargrove Global Advisors LLC
Russ Hill received his B.A. in economics from Stanford University and his M.B.A. from the Stanford Graduate School of Business. Hill is also the chairman of the Investment Committee for MemorialCare Health Systems, the International Center for Wealth Advisory Excellence and the New Retirement Forum.
Executive Editor, Financial Advisor Magazine
Dorothy Hinchcliff is the director of the Invest In Women conference and works on oversight, organization and programming. Hinchcliff also is executive editor of Financial Advisor magazine and editor of its website, www.fa-mag.com. She has been a financial journalist for more than 20 years.
MARK P. HURLEY
Chairman and Chief Executive Officer, Fiduciary Network
Mark Hurley co-founded Fiduciary Network in 2006 and serves as its CEO. Hurley oversees the FN team and its transactions and works closely with each of its partner firms. Prior to helping start FN, he was chairman and CEO of Undiscovered Managers LLC, a mutual fund company he founded in 1998 and sold to J.P. Morgan/Chase in 2004.
TIMOTHY R. JACKSON
National Sales Manager for the Financial Advisor Channel, Reverse Mortgage Funding LLC
With over 16 years of experience, Timothy R. Jackson has helped over 1,000 older Americans enhance their retirement security through the wise use of reverse mortgages. At RMF, Jackson specializes in educating financial planners on appropriate strategies for the use of the new reverse mortgage. He is also a licensed CE instructor.
President, Genesis Financial Development Inc.
The “Father of the FIA,” Richard Kado, is a founding member of Genesis, which develops retirement income solutions for the United States. In partnership with Annexus, their innovative fixed-income products include Balanced Choice Annuity with Athene and Nationwide New Heights Fixed Indexed Annuity. Kado’s development team holds 15 patents—more than the rest of the entire FIA marketplace.
RONALD L. KALIEBE
Senior Vice President and Director of Fixed Income, Mairs & Power Inc.
Ronald L. Kaliebe, CFA, was elected senior vice president and director of fixed income in 2014. Kaliebe started his career as a lecturer in finance at the University of Wisconsin, La Crosse. He is a CFA charterholder as well as a Chartered Investment Counselor.
Associate Professor, Department of Personal Financial Planning, Texas Tech University
Deena Katz is an associate professor in the Department of Personal Financial Planning at Texas Tech University and a founding partner of Evensky & Katz/Foldes Financial Wealth Management in Coral Gables, Fla. Katz is an internationally recognized financial advisor and practice management expert and the author of seven books on financial planning and practice management topics. She has a regular column in Financial Advisor magazine.
Co-Owner and President, Premier Social Security Consulting
Marc Kiner, CPA, NSSA, has over 30 years of experience in public accounting. Kiner is a certified instructor for the National Social Security Advisors program. He created and developed the National Social Security Advisor certification program with his business partner. He recently sold his CPA practice to concentrate on Social Security. His primary areas of service were to privately held businesses and individuals.
MARK B. KLEIN, ESQ.
Founder and Chief Executive Officer, Professional Capital Services LLC
Mark B. Klein is a graduate of Georgetown University Law Center and a member of the bar in the Commonwealth of Pennsylvania as well as New Jersey, California, Maryland and New York. Klein is the author of numerous articles on employee benefits. He gives regular presentations on employee benefits law to professionals and their clients.
President, SYNERGOS Financial Group
Robert Laura, AAMS, CMFC, CPRC, is the president of SYNERGOS Financial Group and founder of RetirementProject,org. As a former social worker turned trust officer and banker, Laura understands the importance of both the financial and psychological aspects of money, investing and retirement. He is also a nationally syndicated columnist for Forbes.com and Financial Advisor magazine.
Co-Chief Investment Officer, Plancorp
Peter Lazaroff, CFA, CFP, is the co-chief investment officer at Plancorp, which helps people get their entire financial house in order by engaging in comprehensive financial planning. In addition to working with clients and developing investment strategy, Lazaroff writes monthly articles for The Wall Street Journal and Forbes on investing and financial planning.
Chief Executive Officer, Longbridge Financial
Christopher Mayer is the Paul Milstein Professor of Real Estate at Columbia Business School. Mayer is committed to bringing the strategic value of reverse mortgages to today’s older Americans with a responsible approach that helps ensure a more secure retirement.
Chief Executive Officer, CircleBlack
John Michel most recently served as CEO of Bloomberg Wealth. In this role, Michel led the introduction of BloombergBlack, which had one of the fastest launches in the industry. Throughout his 25 years as both an intrapreneur and entrepreneur, he has played an instrumental role in the conceptualization and launch of game-changing financial services products across a diverse array of channels.
Principal, Moisand Fitzgerald Tamayo LLC
Dubbed a “Future Star” in 2002 by Financial Advisor, Dan Moisand has been featured as one of the country’s top practitioners in most financial planning publications. A prolific writer, Moisand is the only two-time winner of the Journal of Financial Planning’s Call for Papers competition and has been a retirement columnist for Financial Advisor since 2010.
Founder and Managing Partner, Invenomic Capital Management LP
Prior to forming Invenomic, Ali Motamed, CFA, was a senior analyst and a portfolio manager with Robeco Investment Management Inc., specializing in fundamental research of stocks held in the Boston Partners Long/Short Equity Fund and related strategy. Motamed previously held positions at Deutsche Bank and BT Wolfensohn, where he was a member of the global mergers and acquisitions teams.
Vice President of Marketing, Individual Markets, Great-West Financial
Nag Odekar began his career at Fidelity Investment and held leadership roles in brand management, market research and marketing strategy at The Hartford, Northwestern Mutual and Athene. Odekar holds four degrees in music composition and conducting from Oberlin College, Juilliard and the University of Michigan.
WADE D. PFAU, PH.D.
Professor of Retirement Income, The American College
Wade D. Pfau, Ph.D., CFA, is a professor of retirement income in the Ph.D. program for financial and retirement planning at The American College in Bryn Mawr, Pa. Pfau also serves as the director of retirement research for inStream Solutions and McLean Asset Management.
SAM PITTMAN, PH.D.
Head of Asset Allocation, Private Client Services, Russell Investments
Sam Pittman, Ph.D., is responsible for global retail asset allocation and client investment strategies. In this role, Pittman sets strategic asset allocation for multi-asset portfolios offered to retail investors. He is also engaged in developing research and insights supporting better investment decisions for retail clients.
S. KATHERINE ROY
Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Asset Management
Katherine Roy is responsible for delivering timely personal retirement-related insights to advisors. Focused on the retirement income-related landscape for more than 10 years, Roy specialized in identifying themes, strategies and solutions that can help advisors successfully partner with individuals in the transition and distribution life stages. She has been interviewed and quoted in the financial press on a variety of retirement planning topics.
JOHN SALTER, PH.D.
Associate Professor, Department of Personal Financial Planning, Texas Tech University
John Salter, Ph.D., CFP, is an associate professor of personal financial planning at Texas Tech University, where he has taught numerous courses in the program, including retirement planning, and has been heavily involved in the program’s administration. Salter is also a partner and serves as a wealth manager for Evensky & Katz/Foldes Financial Wealth Management.
Director of Individual Retirement Products, Financial Solutions, Pershing LLC, a BNY Mellon company
Hans Schemmel is charged with developing and bringing Pershing’s retirement strategy to life as a key business area for the firm. In this role, Schemmel and his team focus on developing and implementing Pershing’s retirement strategy, including Pershing’s individual retirement accounts (IRAs), small business employer-sponsored retirement plans, and annuity and health savings accounts.
Managing Director, TD Ameritrade Institutional
Skip Schweiss is responsible for TD Ameritrade Institutional’s Retirement Plan Services platform. Schweiss is also the managing director of advisor advocacy and industry affairs. In this role, he is charged with increasing TD Ameritrade Institutional’s participation and voice in the financial services industry, and identifying key issues of importance to advisors and their clients.
Editor-in-Chief and Editorial Director, Financial Advisor and Private Wealth Magazines
Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.
Senior Research Consultant, Litman Gregory
Peter Sousa is responsible for providing service and support for the suite of Litman Gregory Portfolio Strategies. Prior to joining the firm, Sousa was with the iShares group at BlackRock, where he worked with registered investment advisors. Prior to BlackRock, he was an investment analyst in the wealth management divisions at both Lehman Brothers and Credit Suisse.
Senior Vice President of Private Client Group Investment Products, Raymond James Financial Inc.
Scott Stolz is responsible for overseeing insurance and annuities, structured products, options, the Alternative Investments Group, and mutual fund research and marketing, in addition to Wealth, Retirement & Portfolio Solutions. Stolz and his teams are dedicated to helpingfinancial advisors meet thefinancial goals of their clients.
Chief Executive Officer and Co-Founder, Sullivan, Bruyette, Speros & Blayney
Greg Sullivan has over 30 years of experience in investment management and personal financial planning. Sullivan is responsible for ensuring the continued growth and development of the business and specializes in providing investment management, tax advisory and financial planning services to clients. He has been recognized by Barron’s Top 100 Independent Financial Advisors report and by Washingtonian magazine as a 2014 Top Money Advisor.
T. RYAN SULLIVAN
Vice President, Head of Investor Education, PIEtech, Creator of MoneyGuidePro
Ryan Sullivan, CFP, ChFC, CLU, is responsible for content development and delivery for myMoneyGuide. A 20-year veteran of the financial services industry, Sullivan draws on his experience of having presented to groups of investors, advisors, attorneys and accountants throughout the United States and Puerto Rico. As a former VP of advanced markets, Sullivan specializes in translating complex tax and financial planning concepts into simple, actionable ideas.
Founder and President, GOODCARE.com
Dr. Katy Votava is a Medicare expert who consults with financial advisors and their clients throughout the United States. As a nurse practitioner and health-care economist, Votava has a broad view of health care in retirement and what the real impact is on consumers. She provides up-to-the-minute information that advisors can apply immediately in practice.
Chairman, Financial Planning Association of Florida
Michael Zmistowski, a certified retirement counselor with the International Foundation for Retirement Education and primary member of Financial Planning & Wealth Management LLC, has been in private practice for over 30 years designing and implementing financial plans with retirement income as his specialty. Zmistowski is a prominent conference speaker known for his energetic speaking style.