F. Stephen Wershing, Jr., CFPT
Ensemble Financial Services

Clark M. Blackman II, CPA, CFA, CIMA, CFP^®
Alpha Wealth Strategies

Clark has been in the financial consulting business since 1980 and has been on Worth magazine’s list of top advisors in America since 1996. A past Contributing Editor to the American Association of Individual Investors Journal from 1990 until 2003, he has authored or co-authored over 40 published articles on investment and financial planning topics. Clark has a masters degree in Accounting and a BBA in Finance from the University of Iowa Tippee School of Business. A past member of the national Resource Panel that advises the AICPA’s Center for Investment Advisory Services on investment issues, he currently serves on the AICPA’s Personal Financial Planning Division Executive Committee.

Glen Buco, CFP^®
West Financial Services

A former vice-president of the Institute of Certified Financial Planners, Mr. Buco was the 1992-1993 Chairman of ICFP's Ethics and Public Issues committees. Before becoming a financial planner, Mr. Buco was senior auditor with the Federal Election Commission and was responsible for monitoring and compliance of presidential and congressional candidates. He's a member of the CFP^® Board's Board of Practice Standards. Mr. Buco's practice is in Annandale, Virgina.
Visit West Financial Services web site.

Thomas Connelly, CFA, CFP^®
Keats, Connelly & Associates, Inc.

As president of Keats, Connelly and Associates, Inc., Tom's primary role is to formulate and implement investment policy for the firm's clients, supervise the management of their portfolios, and monitor world financial markets. He earned his MBA with an emphasis on finance from Arizona State University and has been in the financial services industry since 1986. He has had the honor of having been selected by Worth magazine as one of the top financial advisors in the United States. Tom holds the professional designations of Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA). He is a member of the Association for Investment Management and Research ("AIMR") and the Financial Planning Association ("FPA"). Tom currently serves as an Executive Board Member for National Advisors Holdings, a Board Member of Comprehensive Wealth Management, LLC, and an Advisory Board Member to Rydex Funds. He has also served as past Advisory Board Member to TIAA-CREF and past Editorial Advisory Board member and Contributing Editor for the Journal of Financial Planning

Glenn Daily, CFP^®, CLU
Fee-only insurance consultant

One of the few fee-only insurance consultants in the nation, Mr. Daily consults to individuals, businesses, trustees and financial planners, and he specializes in insurance and annuities. He is the author of The Individual Investor's Guide to Low-Load Insurance Products (1990) and Life Insurance Sense And Nonsense (1992), and is an editorial consultant to Bottom Line Personal and Medical Economics. A CFP^®, Mr. Daily practices in New York City.
Visit Glenn Daily's website a resource for making good decisions about insurance.

Gregory H. Friedman, MS, CFP^®
Friedman & Associates

Greg is the Principal of Friedman & Associates, a financial planning firm in Novato, California. The firm provides comprehensive financial planning and investment management services, primarily to business owners, retirees, and other individuals.

Greg holds the Bachelor of Arts degree in Economics from the University of California at San Diego and a Master of Science degree in Financial Planning with an emphasis on Taxation from Golden Gate University in San Francisco. He also holds the professional designation of Certified Financial Planner (CFP) and has been practicing comprehensive financial planning since 1989. Greg has served on several committees for the (formerly) ICFP, including the Education Committee and the Practice Management Committee. Greg was the original creature of Junxure-i, an office management system for financial planning firms.

Beth Gamel, CPA, PFS
Pillar Financial Advisors

Ms. Gamel is a member of the executive committee of the AICPA's PFP Division. A sought-after lecturer, Ms. Gamel leads seminars for financial planners about asset allocation, investment advisor searches and management of mutual fund portfolios. Ms. Gamel's practice is based in Lexington, Mass. Visit Pillar Financial Advisors web site.

Daniel Goott, CFP^®, Vice President,
Investec Advisory Group, L.P.

Daniel has been in the financial services industry since 1999 and is a Certified Financial Planner™ professional. He financial plans designs portfolios for clients and oversees Investec’s marketing department. A Vice President of Investec Asset Management Group, Inc. (IAMG), Daniel also advises clients on life, disability, and long-term care insurance. Investec is located in Houston, Texas.

Bruno Graziano, JD, MST
CCH Incorporated.

A senior analyst in the Estate Planning, Federal and State Tax Group, Mr. Graziano oversees the group of editors who develop Financial and Estate Planning and Estate Planning Review. CCH is a leading provider of tax and business law publications and software to lawyers, accountants and financial planners.

Paul Greenwood, CFA
Frank Russell Company

As a senior research analyst at Frank Russell Company of Tacoma, Washington, one of the world's leading asset consulting and investment management firms, Mr. Greenwood oversees Russell's research and evaluation of small-capitalization growth and value equity managers. He's a leading expert on stock market performance and investment management issues.

Susan MacMichael John, CFP^®
Financial Focus

Susan MacMichael John, CFP^® is the founder and sole proprietor of Financial Focus. A fee-only financial planner and NAPFA Registered Advisor, she established Financial Focus in 1995 to provide comprehensive planning services to northern New England professionals, retirees, and families. Susan has been cited by Bloomberg, Medical Economics, and Worth magazines multiple times as one of the top financial planners in America. Susan has been providing personal and business financial planning services since 1985 and obtained her certified financial planner credential in 1989.

Glenn G. Kautt, CFP^®, EA
The Monitor Group, Inc.

Engaged in financial consulting and planning since 1981, Mr. Kautt received his MBA from Harvard Business School. He is a former Chairman of the FPA of the National Capital Area, a regular speaker for financial planning organizations, author of the book Stochastic Modeling: The New Way to Predict Your Financial Future and was named in 2001 and 2002 by Worth magazineand Mutual Funds magazine as one of the nation's top advisors. The Monitor Group, Inc. of the Washington DC metropolitan area is a fee-only, nationally recognized firm providing advanced financial planning and wealth management services. Visit the firm's website at www.TheMonitorGroup.com.

Robert Klein, CPA, PFS, CFP®, CFS, CLTC, MBA, MST
President and Founder of Financial Design Center

After working for nationally recognized financial planning and accounting firms in the 1980s, Bob founded Financial Design Center in 1998. Bob helps people coordinate all aspects of their financial life, which is why he augmented his CPA with a CFP™ designation in 1986 and became fully licensed in insurance. Bob received a B.A. in Economics from Rutgers College in 1978 and an MBA in Accounting from Rutgers Graduate School of Management in 1980. He also holds a Masters of Science in Taxation (MST) from Golden Gate University. Financial Design Center is located in Newport Beach, California.  

James M. Knaus, CFP^®
Global Wealth Advisors, LLC.

Jim has had an extensive career in financial, estate, tax, insurance, and investment planning, focusing on comprehensive, fee-based financial planning.  His undergraduate degree is from the University of Notre Dame, while his Masters’ of Science in Management was earned through Walsh College.  His credentials include Certified Financial Planner™ as well as Chartered Life Underwriter, Chartered Financial Consultant, and Accredited Estate Planner.  He is also a member and Past President of the Financial and Estate Planning Council of Metropolitan Detroit. Jim is the Faculty Chair for Oakland University’s Personal Financial Planning Program where he teaches the Survey of Financial Planning and Advanced Case Study.  His firm, Global Wealth Advisors, is located in Troy, Michigan.

Mehmood Nathani
Altius Financial Advisors, L.L.C.

Mehmood has 20 years of experience in finance and accounting. Until March 2001, he was Vice President and Assistant Treasurer of Fannie Mae, the nation's largest investor in home mortgages. As Assistant Treasurer, he was responsible for a multi-billion dollar funding, derivatives and hedging program, as well as a $50 billion liquid investment portfolio. He was a member of Fannie Mae's Portfolio Investment Committee, which established weekly volume and risk targets for the mortgage portfolio business.

Prior to joining Fannie Mae, Mehmood was a consultant for Radan Systems, Inc., a company specializing in developing financial systems for government agencies. Prior to that, he was an auditor for G. Basu and Co., an accounting firm in India.

Mehmood has an MBA in Finance and Accounting from Cornell University and a Bachelor's degree in Commerce from St. Xavier's College in India. He earned a Chartered Financial Analyst (CFA) certification in the US and an Associate Chartered Accountant (ACA) certification in India. He passed the Certified Financial Planner™ (CFP^®) exam in November 2001 and is actively pursuing the remaining requirements of the CFP^® Board. He holds a Series 65 license for Investment Advisers.

Mehmood is a member of the Association of Investment Management and Research (AIMR), the Financial Planning Association, the Washington Society of Investment Analysts and the Institute of Chartered Accountants of India. He serves on the Editorial Board of the CFA Digest, an AIMR publication.

Gideon Rothschild, JD, CPA
Moses & Singer LLP

Gideon Rothschild is a partner with the New York City law firm of Moses & Singer LLP, where he co-chairs the Estate Planning and Wealth Preservation group. He is a Fellow of the American College of Trust and Estate Counsel, and a member of the Advisory Boards of BNA's Tax Management and The Practical Accountant. Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning. He is the Chair of the International Estate Planning Committee and immediate Past Chair of the Committee on Asset Protection Planning of the American Bar Association's Real Property, Probate and Trust Law Section, and Vice-Chair of the New York chapter of the Society of Trust and Estate Practitioners (STEP). He lectures frequently on asset protection and estate planning to professional groups including the University of Miami's Philip Heckerling Institute, the New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, the Southern Federal Tax Institute and the American Institute of Certified Public Accountants. Mr. Rothschild is also licensed as a Certified Public Accountant.

Louis Stanasolovich
Legend Financial Advisors, Inc.

A co-founder of the Alpha group, a national resource network of investment advisory firms that emphasizes financial planning and manages assets for retirement plans, trusts and individuals, Mr. Stanasolovich served on the International Association for Financial Planning's National Board of Directors for four consecutive one-year terms, and as a member of the IAFP's Ethics Committee. A member of the CFP Board's Pass Score Committee, from 1989 to 1995 he managed a third of the IAFP's endowment. Visit www.legend-financial.com his companies web site.

Thomas J. Weadock
Gardey Financial Advisors

Thomas J. Weadock, Vice President, spent 44 years as an independent insurance agent, including terms as President and CEO of Blanchet Weadock & Company and Executive Vice President of Saginaw Bay Underwriters. Tom’s main emphasis was providing property and casualty insurance products for businesses and personal customers. He has also been active in the placement of life and health insurance, employee benefits, and financial services (including mutual funds). For over ten years Tom also sold residential and commercial real estate and did real estate appraisals. He is responsible for developing individual and business customer relationships for the firm. He has been employed by Gardey Financial Advisors since 2003.

Curt Weil
The Lasecke Weil Wealth Advisory Group, LLC.

Curt Weil is a Certified Financial Planner^® licensee. He began advising investors in 1967. After spending the first 23 years of his career at E.F. Hutton, where he was Regional Director of Financial Planning, he became an independent advisor. He is Adjunct Professor of Personal Financial Planning at the University of California, Santa Cruz, Extension. He is on the board of the Financial Planning Association, the national professional membership organization for 40,000 financial planners..You can find out about his Palo, Alto, California firm, Lasecke Weil LLC, at http://www.laseckeweil.com/.

F. Stephen Wershing, Jr., CFPT
Ensemble Financial Services

F. Stephen Wershing, Jr., CFPT, is President of Ensemble Financial Services, a leading outsourcing company for financial planners. Wershing supervises a team of planners, investment analysts, technologists, compliance specialists, and account managers to create a platform that is used by about 100 financial planners. In addition to his planning, management and expert witness experience, Wershing conducts financial planning and investment seminars and often is invited to make presentations to advisors at industry conferences. A graduate of Rochester Institute of Technology, Wershing is President of the Upstate New York Financial Planning Association. He spent 10 years as a volunteer paramedic, and was admitted as a member of American Mensa. Wershing and his two children, Nick and Casey, live in Henrietta, NY.