Conference Co-Chairs
Bill Carlino
Editor-in-chief
Accounting Today
Bill Carlino is a veteran journalist and editor-in-chief of Accounting Today, as well as editorial director of Accountants Media Group. He has been a frequent speaker and panel moderator at industry-related meetings and events as well as a featured commentator on such cable business channels as CNBC, Reuters, MSNBC, Bloomberg, CNN and National Public Radio.
Stuart Kahan
Executive Editor
CPA Wealth Provider
Stuart Kahan has been a journalist for 49 years including writing for The New York Times and The Philadelphia Bulletin, as well as being editor-in-chief at McGraw-Hill and business editor at Barron’s Ed. Services. He holds degrees from The Pennsylvania State University and Oxford University in England. He is the author of 16 books and specializes in writing about financial services and wealth management plus financial, estate, and retirement planning.
Keynote Speakers
Stuart Kessler, CPA, PFS, JD, LLM, AEP
Managing Director
RSM McGladrey
Stuart Kessler, CPA, PFS, JD, LLM, AEP, is a Senior Tax Managing Director in the New York office of RSM McGladrey. A specialist in personal financial planning, he was cited by Accounting Today in 2003 to 2007 as "one of the 100 most influential people in accounting" and as one of the top people in personal financial planning.
Rebecca Pomering
Partner & CEO
Moss Adams LLP & Moss Adams Wealth Advisors LLC
Rebecca Pomering is a Partner in Moss Adams LLP, and the CEO of Moss Adams Wealth Advisors LLC, the firm’s wealth management division. In her role as CEO, Ms. Pomering is responsible for growth of the wealth management division including strategic planning, sales and marketing, team development, integration, and mergers and acquisitions.
Larry E. Swedroe
Principal, Director of Research Financial Services
Buckingham Asset Management, LLC and
Principal
BAM Advisor Services, LLC
Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms.
Featured Speakers
Mark Cernicky, CFA
Product Development Manager
Aviva Investors North America
Mark joined Aviva Investors North America in 2003 and is currently responsible for product development. Mark’s focus is on developing and creating investment solutions for clients.
Gale Crosley, CPA
Founder and Principal
Crosley+Company
Gale Crosley, CPA, was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the fifth consecutive year, and one of the Top 100 Most Influential People in Accounting by Accounting Today for the third consecutive year.
Brian Cullen
Director of Marketing for Desktop Software
Morningstar
In his current role, Cullen is responsible for developing programs that serve Morningstar's advisor customers and help them maximize the value of their technology investments. Previously he worked in a number of product management and marketing roles for Thomson Reuters and Versign. Cullen holds an MBA from the University of Notre Dame, and B.S. Degrees in Marketing & Economics from the University of Dayton.
Garrett R. D’Allessandro, CFA, AIF®
Chief Executive Officer & President
Rochdale Investment Management
Garrett is Chief Executive Officer and President of Rochdale Investment Management. In addition to setting the strategic direction of Rochdale, he leads the firm's portfolio management and investment research functions. In this capacity he determines the macroeconomic outlook and strategic asset allocations for the firm's strategies.
Richard L. Engebretson
Vice President, WealthStar AllianceSM
Aviva USA
Rich is responsible for the leadership of the CPA distribution channel, WealthStar AllianceSM, a turn-key program providing the CPA with a comprehensive platform designed to equip them with the necessary tools, resources, and training to effectively meet the complex needs and demands of their clients in the areas of asset management, retirement distribution planning, and wealth transfer.
Gene G. Garrelts, CPA, CFP®
President
Orizon Group, Inc.
Gene has been a Certified Public Accountant since 1987 and received his Certified Financial Planner designation in 1993. He has also completed the NASD Uniformed Combined State Law Examination and holds a Series 66 license.
James W. Herrig, J.D.
Vice President & Counsel
Honkamp Krueger Financial Services, Inc.
Jim is a shareholder and serves as Vice President and Counsel for Honkamp Krueger Financial Services, Inc. along with recruiting CPA firms to utilize our financial services programs. Once engaged, he assists the CPA firm in creating a profitable professional financial services practice, rounding out and complementing their existing tax and accounting practice.
Arnold N. Honkamp, CPA
Chairperson of the Board
Honkamp Krueger & Co. P.C.
Arnie is Managing Partner of Honkamp Krueger & Co. P.C. (a nationally recognized Top 100 CPA firm). He is a graduate of the University of Iowa. Arnie is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. Arnie is a member of the HKFS Management Committee and Risk Management Committee.
Howard Hook, CPA, CFP
Financial Planner
Access Wealth Planning
Howard Hook, CPA, CFP, is a financial planner with the wealth management firm of Access Wealth Planning in Roseland and Princeton, NJ. The firm provides comprehensive financial planning and investment advisory services to their clients as well as consulting services to CPA firms who want to provide those same services to their clients.
David J. Hubbard
Regional Director
Financial Network Investment Corporation
David J. Hubbard is a Registered Principal and Regional Director for Financial Network Investment Corporation, an independent broker dealer organization. Following graduation from high school, Dave attended the United States Military Academy at West Point for two years and then attended Northern Illinois University.
Bernard M. Kiely, CPA, CFP, MBA
Principal
Kiely Capital Management, Inc.
Bernard Kiely is a NAPFA Registered Advisor. He is a principal of Kiely Capital Management, Inc., a Registered Investment Advisor. He is also owner of Bernard M. Kiely, CPA, an Accounting firm where he specializes in individual taxation.
Charles A. Lowenhaupt
Chairman, President and Chief Executive Officer
Lowenhaupt Global Advisors
Charles A. Lowenhaupt is founder of Lowenhaupt Global Advisors and a recognized industry leader in managing wealth for ultra-high net worth families around the world. He is also Managing Member of Lowenhaupt Global Advisor’s affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law and established by Lowenhaupt’s grandfather in 1908.
John P. Napolitano, CFP®, CPA, PFS, MST, RLP®
Chairman and CEO
U.S. Wealth Management, LLC
John started his career in public accounting in 1978 with Alexander Grant & Company, and then went on to build a CPA firm with a financial planning focus in Wayland, MA. In 1992, John left the practice of public accounting to concentrate exclusively on financial planning for individuals and small businesses.
Michael H. Parness, CIMA
Managing Director, Professionals Alliance Group, National Director
Oppenheimer & Co., Inc.
Michael Parness has been in the financial services field for over two decades serving in roles of Financial Advisor, Institutional Consultant, and Mutual Fund Services Business Development. Michael is currently a Managing Director at Oppenheimer & Co., Inc. in the role of National Director of the Professionals Alliance Group.
Louie Rosalez, CEPP
Chief Marketing Officer
Honkamp Krueger Financial Services, Inc.
Having joined the HKFS team in July 1998, Louie is a shareholder and manages all facets of the insurance division. Louie also manages our team of Financial Advisors and assists them in evaluating and addressing risks that exist for their clients.
Kevin R. Schmitt, CPA
General Services Partner
Honkamp Krueger & Co, P.C.
Kevin R. Schmitt is a General Services Partner with Honkamp Krueger & Co, P.C., Dubuque, IA. He has accounting experience in a variety of industries such as wholesale, retail, agribusiness, nonprofit, and medical.
Don Trone
CEO
Strategic Ethos and
President
Foundation for Fiduciary Studies
Don Trone is the CEO of Strategic Ethos, and also serves as the President of the Foundation for Fiduciary Studies. He is the former Director of the U.S. Coast Guard Academy Institute for Leadership, and founder of Fiduciary360.
Enrique M. Vasquez
President and Chief Executive Officer
Genworth Financial Investment Services, Inc.
Enrique Vasquez is President and Chief Executive Officer of Genworth Financial Investment Services, Inc., the wealth management partner of choice for independent financial professionals. The firm partners with 2,400 independent financial professionals to provide comprehensive wealth management solutions to more than one million consumers nationwide.
Patrick Vignone, CPA
Vice President - CPA Business Development
Rochdale Investment Management
Mr. Vignone is responsible for business development and relationship management with CPA practices involved in financial advisory roles. Mr. Vignone has twenty years of experience in business development in various industries.
Mike Vitkauskas
Chairman
Money Tree Software
Mike Vitkauskas, founder, Chairman and Chief Financial Architect for Money Tree Software, brings a wealth of financial planning and software experience to the financial planning software market. Vitkauskas started his career as a financial planner in 1965, even before the "financial planning" term was coined.
Troy Waugh, CPA, MBA
CEO
Five Star3
As CEO of Five Star3, LLC, Troy is the founder of The Rainmaker Academy, The Rainmaker Consulting Group and Enterprise Network Worldwide. The Rainmaker Academy is a two-year intensive leadership and sales training program exclusively for accountants. Rainmaker Consulting Group helps accounting firms grow through a Marketing Partner Relationship. And, Enterprise Network Worldwide is now part of the Association of Professional Alliances with 185 accounting firms in 35 countries.
Weston Wellington
Vice President
Dimensional Fund Advisors
Weston is a Vice President with Dimensional and marked his 14th year with the firm in January 2009. He works closely with professional financial advisors in the U.S., Canada, Europe, Australia and Latin America, showing them how a science-based “equilibrium” strategy is the most reliable way to achieve investment success and why their clients are unlikely to hear about this approach from the usual sources of financial advice.
Clare Wherley, CPA, CFP
Co-founder
Lassus Wherley
In 1985, Clare E. Wherley co-founded Lassus Wherley, a comprehensive wealth management firm head-quartered in New Providence, New Jersey. She is the firm’s Chief Executive Officer.
Stuart Zimmerman, CPA/PFS
Principal and Founder
Buckingham Asset Management, LLC.
Stuart Zimmerman is a principal and founder of Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis. He is also a principal and founder of BAM Advisor Services LLC, a comprehensive service provider for independent Registered Investment Advisor firms across the country.