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Bill Reichenstein, Ph.D.
Professor Emeritus of InvestmentsBaylor University
Dr. Reichenstein researches Social Security benefits, how retirees can lengthen the longevity of financial portfolios and other tax issues
Lewis Franklin Bost, MBA, IDSA, FAIMBE
Professor Emeritus | Bachelor Product Design, NCSU l Masters of Business Administration, UNCVCU College of Engineering
Professor Bost's research focuses on innovation, device design and development processes
Julia Chung, CFP, CLU, FEA
Senior Financial Planner, EntrepreneurSpring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Dr Hayley James
Senior Research Fellow, AccountingAston University
Dr James's research interests concern sociological perspectives on money, finance and value, and how they intersect with the lifecourse.
Lisa Kramer
Professor of FinanceUniversity of Toronto
Lisa Kramer studies the way human characteristics play a role in investor decisions and financial markets
Stephen Schiestel
Frederick S. Addy Professor of PracticeMichigan State University
Stephen Schiestel teaches Security Analysis and Corporate Finance along with classes in Financial Planning and Wealth Management.
Rona Birenbaum
Founder and PresidentCaring for Clients
Personal Finance Expert, Entrepreneur, Working Mom
Patrick Payne
Assistant ProfessorWestern Carolina University
Patrick Payne's teaching interests include risk management and insurance, estate planning, or any other field within financial planning.
Stephen Rotstein
Vice-President, Policy & Enforcement & General CounselFinancial Planning Standards Council
Capably drawing on private & public sector experience to manage enforcement and regulatory oversight for the financial planning industry
Patrick Cote
Founding PartnerAssetGrade LLC
Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.