David E. Adler

Behavioral Finance Expert & Author

David E. Adler is a producer on the forthcoming PBS documentary on behavioral finance and is the high-net-worth writer for Financial Planning magazine, the leading industry magazine for financial planners. He also wrote Snap Judgment: When to Trust Your Instincts, When to Ignore Them, and How to Avoid Making Big Mistakes With Your Money.

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.

Susan Bradley, CFP^®

Founder

Sudden Money Institute

Susan Bradley, CFP^® is a recognized thought-leader and author in financial transition planning. She is the founder of the Sudden Money^® Institute (SMI), a resource center for protocols and planning process, specifically for life transitions.

Brent Burns

President and Founding Partner

Asset Dedication, LLC.

Brent Burns is President and Founding Partner of Asset Dedication, LLC. Brent brings more than a decade of financial and investment expertise to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. His work with Asset Dedication began at the University of San Francisco, where he partnered with co-Founder Stephen Huxley as a McLaren Research Fellow to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions.

Barbara H. Cane, Esq.^®

Of Counsel

Cane, Boniface & Meyers, P.C

Barbara H. Cane, Esq. is “of counsel” at Cane, Boniface& Meyers, P.C, the boutique firm she founded. From its inception, the practice has been devoted to planning and settling estates. The firm helps people provide for themselves and those they love by giving what they have as they wish, while minimizing taxes and fees.

Chris Cooper

Owner and Founder

Chris Cooper & Company, Inc. & 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.

Marilyn Capelli Dimitroff, CFP®

2009 Chair CFP Board of Directors

CFP Board of Standards

President

Capelli Financial Services, Inc.

A CFP^® certificant since 1982, Marilyn Capelli Dimitroff is president of Capelli Financial Services, Inc., in Bloomfield Hills, Michigan. She previously was senior vice president and private banking manager at Citizens Bank in Michigan and Illinois.

Dennis Gallant

President

GDC Research

Dennis Gallant is an industry expert with 20 years experience providing strategic planning and analysis across the financial services industry.

Stephen J. Huxley, Ph.D.

Chief Investment Strategist and Founding Partner

Asset Dedication, LLC

Stephen J. Huxley is Chief Investment Strategist and Founding Partner of Asset Dedication, LLC. A recognized expert in finance, investing and economics, Stephen has more than 35 years of experience researching and applying decision theory to real world problems. His prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time and goals based approach to asset allocation.

Steve Irwin

Commissioner

Pennsylvania Securities Commission

Steve Irwin was sworn in as the 41st member of the Pennsylvania Securities Commission on October 24, 2006. He is a partner in the Pittsburgh law firm of Leech Tishman Fuscaldo & Lampl, LLC, and sits on the firm’s management committee.

Marlene Lund, CLTC, CSA

President

Lund Insurance Agency, Inc.

Marlene Lund, CLTC, CSA, a professional speaker, trainer, and consultant, is truly committed to the senior market. Being President of Lund Insurance Agency, Inc., specializing in the long tem care market, for over 19 years, it became apparent that many professionals offering advice had an incorrect understanding of what was happening in the senior market.

Skip Massengill

Senior Vice President

RW Baird & Co

Skip brings over 28 years of experience RW Baird & Co. He has lectured to many groups including: FFIEC, NAFCU, CPA-Alliance, SIA-Securities Industry Association, FMS-The Financial Managers Society and The Sendero Institute. Skip has written various articles in journals, including American Banker and Bank Accounting & Finance.

Carolyn McClanahan, M.D., CFP^®

Founder

Life Planning Partners, Inc.

Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi.She completed her residency in Family Medicine at the Medical College of Virginia.

Gavin Morrissey, JD

Director of Advanced Planning

Commonwealth

Gavin joined Commonwealth in 1998 and currently works in the Advanced Planning department in the firm’s San Diego office. He supports advisors throughout the entire financial planning process by researching technical issues and illustrating concepts. Primarily, he consults on issues involving insurance, tax, executive benefits, business, and estate and charitable planning.

Glenn Mueller, PhD

Real Estate Investment Strategist

Divend Capital Group

Professor – Denver University, Franklin L. Burns School of Real Estate & Construction Management Dr. Mueller is teaching and doing research in real estate market cycles, development, investments and real estate capital markets. This academic program started in 1938 and is one of the oldest in the country. It is also one of the largest in the country with over 550 undergraduate and graduate students. It offers both undergraduate (BS) and graduate (MS & MBA) degrees in business, as well as executive and distance learning programs.

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.

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.