Bill Reichenstein, Ph.D.
Professor Emeritus of Investments · Baylor University
Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues
Social Security Financial Planning Retirement Investing Tax-based Investment Strategies Finance
Lewis Franklin Bost, MBA, IDSA, FAIMBE
Professor Emeritus | Bachelor Product Design, NCSU l Masters of Business Administration, UNC · VCU College of Engineering
Professor Bost's research focuses on innovation, device design and development processes
Innovation Device Design Development Processes Entrepreneurial Business Strategy Commercialization
Julia Chung, CFP, CLU, FEA
Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Personal Finance Financial Planning Entrepreneur Family Business Planning Estate Planning
Lisa Kramer
Professor of Finance · University of Toronto
Lisa Kramer studies the way human characteristics play a role in investor decisions and financial markets
Behavioral Finance Investment Financial Market Seasonality Empirical Finance Behavioral Economics
Dr Hayley James
Senior Research Fellow, Accounting · Aston University
Dr James's research interests concern sociological perspectives on money, finance and value, and how they intersect with the lifecourse.
Lifecourse Economic Sociology Financial Wellbeing Gender and Finance
Rona Birenbaum
Founder and President · Caring for Clients
Personal Finance Expert, Entrepreneur, Working Mom
Financial Planning Personal Finance Personal Insurance Investment Advisor Best Practices Investment Advisory
Patrick Payne
Assistant Professor · Western Carolina University
Patrick Payne's teaching interests include risk management and insurance, estate planning, or any other field within financial planning.
Behavioral Finance Finance Personal Financial Planning Economics Investor Behavior
Stephen Rotstein
Vice-President, Policy & Enforcement & General Counsel · Financial Planning Standards Council
Capably drawing on private & public sector experience to manage enforcement and regulatory oversight for the financial planning industry
In-House Legal Counsel Financial Planning Law & Regulations Corporate Governance Intellectual Property Financial Planning Standards & Practices
Steve Stewart
Assistant Professor · Georgia Southern University
Steve Stewart is an expert in entrepreneurship and management.
Management Entrepreneurship
Patrick Cote
Founding Partner · AssetGrade LLC
Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.
Small Businesses Tax-efficient Investing Investments Acquisitions Corporate Strategy
Mary Pearson
Vice President of Finance & Chief Financial Officer · Southern Utah University
Specializing in entrepreneurship in rural communities, financial accounting reporting requirements, and the history of accounting principles
Accounting Ethics History of Accounting Principles Cost-Volume Profit Analysis Financial Analysis and Decision Making Planning and Zoning in Rural Communities
Nick Bell
Director of Digital Products · News International
Director of Digital Products at News International
Product Management Public Speaking Social Media Financial Planning Product Development
Bryan Wisda, CFP®
President · Almega Wealth Management LLC
Wealth Manager to Successful Families & Driven Entrepreneurs
Investment Management Financial Planning Business Ownership and Succession Mergers & Acquisitinos Passive Investment Management
Sheri Copplestone
Mentor | CBASE · Scotiabank
Sheri Copplestone is a Small Business Advisor at Scotiabank.
Financial Planning Business Lending Financial Advisory Small Business Advising Startups
Michael Fabiano
Vice President, Revenue-Local Media · THE ASSOCIATED PRESS
An established leader in the media industry with an extensive understanding of digital, broadcast and print.
Publishing Financial Planning Business & Strategic Planning Negotiating Agreements Business Process Engineering
James Kilgore, Ph.D.
Author · Marriage and Family Publishing
Author/Consultant
Financial Planning Event Management Leadership Development Couples Family Therapy
Nicole B. Simpson, CFP
CFP, Best Selling Author, Disaster Recovery Specia · Harvest Wealth Media Group
Experienced, empowerment speaker who specializes in helping families recover from trauma emotionally, spiritually and financially.
Disaster Planning and Recovery Economic Empowerment Mistaken Identtity Sexual Assault The Ultimate Plan
Stephen Stanisa, CPA
President & CEO · Howard, Wershbale & Co.
President & CEO at Howard, Wershbale & Co.
Medicare Reimbursement Ohio Medicaid Long-Term Care: Operational Financial Strategic Business: Operational & Succession Planning Health Care Facility Acquisition
Steve Kurylo
Chief Financial Officer · GrandBanks Capital
Steve Kurylo is the Chief Financial Officer at GrandBanks Capital and an expert in venture capital, private equity and valuation.
Debt & Equity Financing Value Investing Valuation Venture Capital Private Equity
Devin Thorpe
Author
You can leave a mark on the world, make a difference for a cause you believe in, without quitting your job or leaving your spouse!
Not-For-Profit Charity Community Service Personal Financial Planning Poverty