Sid graduated from the University of Illinois with a degree in accounting and has been practicing as a CPA since 1975 and financial advisor since 1987. Sid received the CERTIFIED FINANCIAL PLANNER(TM) certification in 1987 and in 1988, received the AICPA Certificate of Education Achievement in Personal Financial Planning. In 1989, Sid received the designation of Chartered Financial Consultant (ChFC) and in 1991 the AICPA specialty designation of Personal Financial Specialist (CPA/PFS).

Gale Crosley, CPA, was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the fourth consecutive year, and one of the Top 100 Most Influential People in Accounting by Accounting Today for the second consecutive year. She is founder and principal of Crosley+Company and consults with CPA firms on revenue growth issues and opportunities. She graduated from the University of Akron with a Bachelor of Science degree in Accounting, and is a CPA in Ohio and Georgia.

Mr. D’Alessandro 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. 

Prior to joining Rochdale in 1986, Mr. D’Alessandro was a Certified Public Accountant and an Audit Manager with KPMG Peat Marwick.  Mr. D’Alessandro received his M.B.A. in finance from the Stern School of Business at New York University.  He holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.  He also is an Accredited Investment Fiduciary.  Mr. D’Alessandro makes presentations on current investment issues to financial professionals throughout the country and has been featured in various media including CNBC, The Financial Network, Practical Accountant, CPA Wealth Provider, and New Jersey CPA.  Mr. D’Alessandro is an Ironman tri-athlete and supporter of numerous charitable and civic organizations.

Jim Files, President of QFN, launched his Financial Advisor career after helping lead the last company he co-founded to an IPO in 1994. Jim has experience in tax efficient transactions, wealth management, retirement planning and business succession strategies. Jim has comprehensive experience as a Mergers & Acquisitions Consultant for business owners planning to sell their companies.

Mitchell Freedman is the founder and President of Mitchell Freedman Accountancy Corporation, specializing in Business Management and Financial Counseling for performing and creative artists and individuals with complex and unique financial needs.  He is also founder and President of MFAC Financial Advisors, Inc., a Registered Investment Advisory Firm. Mr. Freedman is a founding member of The All-Star Financial Group, LLC, Association of CPA Financial Planners, and the Overseas Oversight Group, LLC. He received his bachelor’s degree from Adelphi University.  Mr. Freedman is a licensed CPA in California and New York.  He earned the credential Personal Financial Specialist (PFS) in 1988 and the Accredited Investment Fiduciary© (AIF®) credential in 2007.

Gene received his Bachelor's Degree in business administration with a concentration in accounting from Midland Lutheran College in 1985. He 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.

Pinnacle Wealth Planning Services is fee-only financial planning organization with over $450,000,000 in assets under management and clients in 18 states.  Keith is in charge of Pinnacle’s overall business development.  He works closely with Pinnacle’s high net worth clients, CPAs and attorney relationships.  He has over 18 years of  financial planning experience and has been with Pinnacle since 1998.   Keith serves on Pinnacle’s investment and financial planning committees.  He has a BA in Finance from Baldwin Wallace College, and has earned the Certified Financial Planner (CFP®) and Chartered Financial Consultant® (ChFC) designations.

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.

Peter is a shareholder in the firm's wealth management group. He specializes in providing comprehensive personal financial planning and consulting, including advising high net worth clients on risk management, investment allocation strategies, estate planning techniques, cash flow management, education planning, charitable giving, long-term care, real estate investing, and creative Individual Retirement Account distribution designs. He also advises clients on personal income tax planning, including compensatory stock options. Peter holds a NASD Series 7 license.

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.

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.

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.

Michael received his B.A. from Rutgers University in Economics and Psychology, and his M.B.A. from New York University's Stern School of Business with concentrations in Finance and International Business. Michael also received his Certified Investment Management Analyst (CIMA) certification through the Investment Management Consultants Association (IMCA) at the Wharton School of Business.

Rebecca Pomering
Principal
Moss Adams LLP
Chief Executive Officer
Moss Adams Advisory Services LLC

Rebecca Pomering is a principal in Moss Adams LLP, and the CEO of Moss Adams Wealth Advisors LLC, the firm’s wealth management division. In her role as CEO, Rebecca is responsible for growth of the wealth management division including strategic planning, sales and marketing, team development, integration, and mergers and acquisitions.

To help inform investors about the passive investment approach, he published a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. This popular classic was updated and re-released in January 2005, with new data and reflections on more recent market events. He has authored four more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), and Wise Investing Made Simple (2007). He also co-authored a sixth book The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006).

Enrique Vasquez is President and Chief Executive Officer of Genworth Financial Investment Services, Inc., the wealth management partner of choice for independent financial professionals.  We partner with 2,400 independent financial professionals to provide comprehensive wealth management solutions to over one million consumers nationwide.

Mr. Vasquez started his career at Societe Generale, and joined GE in 1992 within Kidder Peabody’s finance group supporting the growth of the Asset Management division. In 1995, he joined GE Investments to assist with the formation and growth of a business unit targeting institutional and retail clients. Subsequently, Mr. Vasquez was a project manager on the Genworth Financial IPO, played an instrumental role in the acquisition of Hochman & Baker, Inc. and became CEO of Genworth Financial Investment Services, Inc. in 2004.
Mr. Vasquez received his Master of Business Administration degree in International Finance from Fordham’s Graduate School of Business and his Bachelor of Science degree in Accounting from Kean College of New Jersey.

Troy Waugh brings a wealth of marketing, sales and professional experience. For over 30 years, he has conducted thousands of marketing and sales seminars.

 He holds an MBA in marketing from the University of Southern California and a B.S. in accounting from the University of Tennessee.  He is a Certified Public Accountant.

Troy works exclusively with public accounting firms throughout the nation. He began his career with Price Waterhouse in Los Angeles and Nashville. He is president of The Rainmaker Academy, whose mission is to help enhance profits and lifestyles for selected Certified Public Accountants through better market communications.

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.

Clare’s interest in finance dates back to her first job in her family’s retail business, Wherley’s Clothing & Sporting Goods.  Those early experiences inspired her to earn a Bachelor of Science degree in Mathematics from Duquesne University in 1966.  She continued her education at the University of San Francisco, earning an MBA in Business 1973.  In 1988, she added an MBA in Accounting from Fairleigh Dickinson University and passed all four parts of the CPA exam on her first try.

QA³ is a national financial services firm pursuing a vision of building collaboration among attorneys, accountants and financial advisors. With over 500 investment advisors the firm ranks nationally in the top 50 among independent broker/dealers. Mr. Wild also founded Securities America, Inc., in 1989. Through industry leading innovations, Securities America experienced phenomenal growth to become the nation's sixth largest independent broker/dealer by 1998 when it was sold to American Express.

Stuart Zimmerman is a CPA/PFS and is a Principal and one of four founders of Buckingham Asset Management and BAM Advisor Services in St. Louis, Missouri, an 80 person firm providing investment advisory services representing over $6 billion of assets under management and advisement. Buckingham and BAM are leading advocates of passive, long term, low cost, tax efficient, academic investing.