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 Master's 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 executive committee of the AICPA's Personal Financial Planning Division.

Versant Capital Management, Inc.

As president of Keats, Connelly & 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 an advisory board member to TIAA-CREF and an editorial advisory board member and contributing editor for the Journal of Financial Planning

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.

Investec Advisory Group, L.P.

Daniel has been in the financial services industry since 1999 and is a Certified Financial Planner™ professional. He designs financial plans and 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.

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.

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 Master’s 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.

Altius Financial Advisors, L.L.C.

Mehmood has 25 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. Prior to joining Fannie Mae, Mehmood was a consultant for Radan Systems, Inc., a company specializing in developing financial systems for government agencies.

Mehmood has an MBA from Cornell University and a Bachelor's degree in Commerce from St. Xavier's College in India. He has earned the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) designations. Prior to earning his MBA, he qualified as a Chartered Accountant in India.

Mehmood is a member of the CFA® Institute, the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the Institute of Chartered Accountants of India.

Moses & Singer LLP

Gideon 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. Gideon 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. He is also licensed as a certified public accountant.

Ensemble Financial Services

Chris Warner is assistant chief compliance officer of Ensemble Financial Services (www.ensemblefs.com) and its parent company AM&M Financial Services Inc. Ensemble delivers administrative and integrated operations and technology back office solutions for the financial professional. She has 10 years of banking experience as well as 10 years in the investment industry, providing compliance solutions and guidance to mutual funds, investment advisors, and broker dealers. Chris is a member of the National Society of Compliance Professionals.

Gardey Financial Advisors

Thomas 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 10 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 and is vice president of the firm.

The Lasecke Weil Wealth Advisory Group, LLC.

Curt 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/.

Ensemble Financial Services

Stephen is president of Ensemble Financial Services (www.ensemblefs.com), 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. Stephen and his two children, Nick and Casey, live in Henrietta, NY.