Marion Asnes

Editor-in-Chief

Financial Planning

Marion Asnes became the editor of Financial Planning magazine in 2005. Financial Planning is the leading professional magazine for independent financial planners and has a circulation of 115,000. The topics covered on its pages range from industry news and trends to sophisticated discussions of portfolio management, estate planning and philanthropy. Asnes is the first female editor in chief of Financial Planning in the magazine's 38-year history.

Pamela J. Black

Editor-In-Chief, Bank Investment Consultant

Pamela J. Black is editor in chief of Bank Investment Consultant and managing editor of Financial Planning magazine. A former editor at Business Week, Worth, Individual Investor and Folio: and a senior financial writer at J.P. Morgan, she has been writing and editing financial stories for 25 years. Her has work also appeared in Barron’s, The New York Times Magazine, Smart Money, The New England Financial Journal, Bottom Line and Ladies Home Journal. She is a graduate of Columbia Graduate School of Journalism.

Frances A. McMorris

Editor-In-Chief

On Wall Street

Frances McMorris is the Editor-in-Chief of ON WALL STREET Magazine. She was a staff writer for the law page of The Wall Street Journal, where she wrote about legal trends and rulings, covered the Manhattan federal court and reported on the conspiracy trial of Sheik Omar Abdel Rahman, the convicted mastermind of the 1993 bombing of the World Trade Center. She also was a legal affairs reporter at The New York Daily News and The New York Law Journal as well as a general assignment and courts reporter for Newsday. Ms. McMorris, a former president of the Newswomen's Club of New York, is also an attorney admitted to practice in New York and New Jersey.

David Certner

Legislative Counsel and Director of Legislative Policy for Government Relations and Advocacy

AARP

David Certner is the Legislative Counsel and Director of Legislative Policy for Government Relations and Advocacy at AARP. He has been with AARP since 1982, and serves as counsel for the Association’s legislative, regulatory, and policy efforts at the federal and state level, as well as for litigation opportunities before the courts.

Susan Bradley, CFP

Founder

Sudden Money Institute

Susan Bradley, CFP® is the founder of the Sudden Money® Institute, a resource center for new wealth recipients and their advisors, offering private wealth coaching for families and training programs for financial advisors. Susan is the author of Sudden Money: Managing a Financial Windfall, founder of Women, Meaning & Money® and creator of Money Camps® for Kids.

Joseph Borg

Director

Alabama Securities Commission

Member, Board of Directors

North American Securities Administrators

Joseph Borg has been Director of the ASC since 1994. Mr. Borg has twice served as President of the North American Securities Administrators Association (NASAA) and currently serves as a member of its Board of Directors and Chair of the International Committee.

Chris Cooper, CFP

President

Chris Cooper & Company, Inc. and ElderCare Advocates, Inc.

Chris Cooper is the owner and founder of Chris Cooper & Company, Inc., a fee-only financial planning firm working with people who own small businesses, with persons preparing to retire, and very elderly persons. Chris provides counseling and guidance in the areas of investments, taxation, and estate preservation.

Francois Gadenne

Chairman of the Board & Executive Director

Retirement Income Industry Association

President & Chief Executive Officer

Retirement Engineering, Inc.

François is co-founder, Chairman and Executive Director of the Retirement Income Industry Association, (RIIA). Based in Boston and drawing members from all segments of the financial services industry, RIIA (www.riia-usa.org ) provides “the View Across the Silos”. The association serves both as a think tank to analyze retirement income issues and as an incubator to facilitate the exchange of new ideas, concepts and knowledge between institutions interested in building retirement income businesses.

Kelli Hueler

President & Chief Executive Officer

Hueler Companies

Kelli Hueler is CEO and founder of Hueler Companies, an independent data and research firm providing reporting and systems designed for the annuity and stable value marketplace. Hueler Companies was founded in 1987 and today the firm’s data, market research and analytical reporting are considered the industry standard. Under Ms. Hueler’s leadership, the company developed and launched Income Solutions®; a ground breaking immediate annuity purchase platform. The platform was designed to empower transitioning employees in need of creating a personal lifetime income stream by providing on-line access to competitively bid, institutionally priced, immediate annuities. Today the Income Solutions® program is the leading model of its kind for lifetime income annuity delivery to retirees and has been adopted by some of the industry’s leading plan administrators and plan sponsors.

Richard Johnson

Principal Research Associate

Urban Institute

Richard Johnson, a principal research associate at the Urban Institute, is an economist specializing in health and income security at older ages. He is an expert on health care financing at older ages. He has written extensively about the availability and cost of health insurance in later life, particularly retiree health benefits, and has projected health care cost burdens for future generations of retirees. His long-term care research includes studies of family care’s impact on nursing home admissions, decisions to purchase private long-term care insurance, and the effects of demographic change on the future demand for paid care services. He has testified before Congress about the family costs of elder care and about gaps in health insurance coverage among older adults who have not yet qualified for Medicare.