Greg Geisler

Clinical Professor · Indiana University, Kelley School of Business

Greg Geisler is an expert in taxes and individual financial planning.

Social Security Tax Torpedo Tax-Efficient Accumulation Tax-Efficient Decumulation Health Savings Accounts Tax Law Changes

Lucas Mendonça

Product Lead · Arrive

Lucas Mendonça leverages his expert in product management, product strategy, user experience and data analysis to enable business growth.

Data Analysis User Experience Product Management

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

Alessandro Previtero

Assistant Professor of Finance · Indiana University, Kelley School of Business

Alessandro Previtero is an Assistant Professor of Finance.

Corporate Finance Household Finance Behavioral Finance

Lewis Franklin Bost, MBA, IDSA, FAIMBE

Professor | 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

Travis Houlette

Head of Product · Ownr

Travis is a co-founder of several acquired companies and currently works as Ownr's Head of Product.

Software Development Software Engineering Product Development Entrepreneurship Game Development

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

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

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

Dean of the School of Business / Associate Professor of School of Business · 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

Sheri Copplestone

Mentor | CBASE · Scotiabank

Sheri Copplestone is a Small Business Advisor at Scotiabank.

Financial Planning Business Lending Financial Advisory Small Business Advising Startups

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

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

Mary Ann Sevier

Senior Lecturer of Accounting · Emory University, Goizueta Business School

Financial Accounting Managerial Accounting Financial Reporting Earnings Management Financial Planning

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

Connie Kertz

Professor Emeritus of Accounting · Emory University, Goizueta Business School

Federal Tax Policy Executive Compensation Intellectual Property University-Industry Financial Ties Small Business Interests