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

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

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

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

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

Usha Rackliffe

Associate Professor in the Practice of Accounting; Associate Dean and Academic Director for Master in Management · Emory University, Goizueta Business School

Sustainability Measurement and Reporting Personal Financial Planning Accounting Education Accounting Tax

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