CFP Board Ambassador Bios

Public Policy

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CFP Board Ambassador Bios

Learn a little more about each of the CFP Board Ambassadors.

Jill Schlesinger, CFP® 
Senior CFP Board Ambassador
Jill Schlesinger

Jill Schlesinger serves as Senior CFP Board Ambassador.

She is an Emmy-nominated Business Analyst for CBS News. She covers the economy, markets, investing and anything else with a dollar sign on TV, on the "Better Off" podcast, radio (including her nationally syndicated show), the web and her blog, "Jill on Money." 

Prior to her second career at CBS, Jill spent 14 years as the co-owner and Chief Investment Officer for an independent investment advisory firm. She began her career as a self-employed options trader on the Commodities Exchange of New York, following her graduation from Brown University.

 

Lynn Ballou, CFP® 
San Francisco Bay Area, CA

Lynn Ballou is the Managing Partner of Ballou Plum Wealth Advisors, LLC, a trusted financial advisory firm providing financial planning to individuals and their families in Northern California.  

Lynn is focused on and known for her commitment to educating clients on the financial planning process while encouraging and helping them pursue their own personal vision.  She is especially proud of her success in helping women make sound financial decisions that address their own unique goals. She is frequently interviewed in national and local outlets such as The Wall Street Journal and CNBC.

Lynn is a Registered Principal with and securities offered through LPL Financial, member FINRA/SIPC.


Spencer Betts, CFP® 
Boston

Spencer Betts is a financial consultant with Bickling Financial Services in Lexington, Massachusetts. Spencer started with Bickling Financial Services, Inc., in 2000. 

As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. 

Spencer earned his B.S. in physics from Old Dominion University and his CFP® certification from the College for Financial Planning. He holds series 6, 7, 63 and 24 securities registrations through LPL Financial and also holds an insurance producer license. Spencer Betts is a registered representative with LPL Financial.


Douglas A. Boneparth, CFP®
New York 

Douglas A. Boneparth is President of Bone Fide Wealth, LLC. Early in his career, he became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. In 2016, he was named to the InvestmentNews Top “40 Under 40.”

Passionate about his message, Douglas also provides financial education and literacy seminars across New York City. He has been a featured speaker at the NYU Stern School of Business and the New York City Bar Association. Douglas is also active in w!se, a New York City organization that teaches financial life skills to high school students. He has appeared on CNBC's "On The Money" and "Nightly Business Report," ABC's "World News" and "Good Morning America" as well as in The New York Times and The Wall Street Journal, among others

Douglas received his B.S. from the University of Florida and his M.B.A. from the NYU Stern School of Business, with concentrations in finance and management.
 



JJ Burns, CFP®
Long Island, NY 

James J. Burns is the founder and President of JJ Burns & Company. A nationally recognized wealth management expert, JJ has over 27 years of experience developing and managing custom portfolios for institutions, families, and small groups. His goal is to provide individual clients with corporate-caliber investment and financial planning services.

As the firm’s CEO, JJ heads up an experienced team of investment specialists that builds comprehensive wealth management plans for high-net worth families and endowments. Under his leadership, they work closely with clients, their families, businesses and their trusted advisors to create customized, sustainable strategies.


Dan Candura, CFP® 
Boston

Dan Candura is founder of his own education and consulting firm, Candura Group, LLC. In that role he provides ethics training across the U.S. through in-person courses and webinars. Dan also provides personal financial planning for consumers, financial education counseling to employees in workplace settings and litigation support and forensic financial analysis services for attorneys as President of PennyTree Advisers, LLC. 

Dan appeared as a featured expert in the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, Wealth Manager and Ticker. He has been quoted in USA Today, The New York Times, InvestmentNews, Men's Health and other publications. Dan also served on the Board of Directors of CFP Board from 2004 through 2008. 

A graduate of Stonehill College, Dan earned a Masters Degree from Bridgewater State University.


Cary Carbonaro, CFP®
Long Island, NY

Cary Carbonaro has 24 years of experience within the financial arena, including commercial banking, mutual funds and wealth management. She formed her own financial services firm, Family Financial, which then merged with United Capital.  She is currently a Managing Director.

Previously, she was an education manager for the National Association of Personal Financial Advisors (NAPFA) and served as President of the Central Florida Financial Planning Association (FPA). Cary was a CFP Board registered-program instructor at Fordham University. She has appeared on "The Today Show", CBS, Fox News, ABC, WPIX and PBS, and has been quoted in dozens of magazines and newspapers. She is the author of the 2015 book, The Money Queen’s Guide: for Women Who Want to Build Wealth and Banish Fear.

Cary holds a B.A. from State University of New York at Cortland and an M.B.A. from Long Island University. 


Joshua T. Charles, CFP® 
Washington, DC 
Joshua T. Charles

Joshua T. Charles is the founder of Financial-360, LLC. About twenty years ago, he looked around for a financial professional who could help him address the issues unique to his life as a gay man with a life partner. He couldn’t find one, and a career was born. Joshua found his calling through that experience and has spent his 20+ year career helping to plan for and protect people who are not naturally afforded protections. 

As Joshua has watched the evolution of the LGBT movement in the U.S., he has felt compelled to keep up with all of the learning that goes along with being an advocate and expert to the LGBT community. His career has paralleled the rise and fall of "Don’t Ask, Don’t Tell", it has seen DOMA overturned, domestic partnership benefits recognized by more and more companies and gay marriage legalized in over nearly half of the states. The financial planning issues that go along with these sweeping movements are complex and ever-changing, and Joshua is on a mission to constantly evolve his knowledge base too.  


Marguerita Cheng, CFP® 
Washington, DC 


Marguerita Cheng is CEO of Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan.  

Marguerita is a monthly columnist for the Washington Business Journal and Be Inkandescent magazine. A candid and passionate supporter of financial literacy and capability, she collaborates with the Virginia Council on Economic Education (VCEE), and teaches financial planning and investment management at the Personal Finance Institute at George Mason University, where she helps educators enhance their understanding of economics and personal finance. She is also committed to supporting women and diversity in the financial planning professional profession, serving as a CFP Board Women’s Initiative (WIN) Advocate. 


Cheryl Costa, CFP®
Boston

Cheryl A. Costa is a principal at Forteris Wealth Management and manages the firm’s Boston-area office. She has over 15 years of experience in the financial planning and investment management industry, and her specialties include retirement planning and distribution strategies, education funding analyses, taxes and investments.

Cheryl is currently serving a three-year term on the National Association of Personal Financial Advisors’ (NAPFA) National Board, where she is Chair of the organization’s Women’s Initiative (WI). She also coordinates the Board’s President’s Council. Previously, Cheryl served on NAPFA’s Northeast/Mid-Atlantic Board as Region Chair and Region President. She has also been a member of the Financial Planning Association (FPA) for over 10 years and served on the Board of the FPA’s Massachusetts chapter.

Cheryl holds a BS from Worcester Polytechnic Institute and an MBA from Boston University.


Carina Diamond, CFP® 
Akron, OH 

Carina Diamond is the managing director of SS&G Wealth Management LLC. She has specialized in wealth management and financial planning for over 25 years. Carina founded flourish® – Women and Wealth Management in 2009, an initiative that serves female clients and their unique concerns. 

A nationwide speaker, she regularly presents on a variety of topics including personal finance for women and best business practices for financial advisors. She is an active volunteer to industry organizations such as the Financial Services Institute and Financial Planning Association, where she speaks on their behalf.  She also volunteers with the University of Akron’s Finance Advisory Board and financial planning program.  

She earned her B.A. and M.B.A. from the State University of New York at Albany.


Mark DiGiovanni, CFP® 
Atlanta 

Mark DiGiovanni is the president of Marathon Financial Strategies, which he founded in 1995. Mark has written six books in eight years, including Coins and Crosses: Understanding the Role of Money in the Secular and the Spiritual.

Through his leadership roles in the Financial Planning Association (FPA) and as a CFP Board Ambassador, Mark is well-known and well-respected in his profession. Atlanta Magazine named him one of Atlanta’s top wealth managers each of the last six years. His work through his membership in the Episcopal Church and Rotary has added to his credibility and to his audience. Mark has been cited numerous times in national and local publications, has been interviewed by Atlanta TV and radio stations, and maintains a busy speaking calendar.

Mark holds a B.S. form SUNY, Oswego and an MBA from Kennesaw State University. 


Marilyn Capelli Dimitroff, CFP® 
Detroit 

Marilyn Capelli Dimitroff is the Director of Wealth Management, Principle, at Planning Alternatives. A national leader in the financial planning profession, Marilyn served as Chair of CFP Board’s Board of Directors in 2009. She has held numerous volunteer positions and professional affiliations, most recently serving on the Retirement Security Advisory Board of the Financial Services Roundtable in Washington, DC.

Marilyn has been recognized on many prestigious lists, including AdvisorOne’s Top 50 Women in Wealth, Worth magazine's top advisors in the U.S., Bloomberg Press’s top 55 practicing financial advisors and Money magazine’s top 200 financial planners. She also received the 2010 Influencer of the Year Award from Financial Planning. She has been quoted in The Wall Street Journal and The New York Times and other publications, and has regularly provided commentary on television and radio. 

She has a bachelor’s and master’s degree in mathematics from Michigan State University and Eastern Michigan University, respectively.


William "Greg" Dorriety, CFP®
Mobile, AL

After a successful career as a chemical engineer with Honeywell and Measurex Corporations, William "Greg" Dorriety co-founded Optimum Asset Management in 2004. He fulfilled his vision by creating an organization dedicated to providing unparalleled professional service while assisting clients with their financial goals of wealth accumulation, preservation and distribution. Greg draws on his varied experiences as an engineering professional, investment and financial advisor with an M.S. degree in Personal Financial Planning, a communicator, community leader and business entrepreneur, to connect his clients’ financial goals with customized strategies that will lead toward success.

Greg’s dedication extends outside the office. He is a board member of Thomas Hospital Charitable Foundation and serves on the Community Foundation of South Alabama Investment Committee. He is a member of the Point Clear Rotary Club and is active in the Gulf Coast Financial Planners Association.


Jeanne Fisher, CFP® 
Louisville, KY Jeanne Fisher

Jeanne Fisher joined ARGI Financial Group in 2009 as a Financial Planner.  Jeanne is honored to be one of the first female CFP® professionals in south central Kentucky. 

Jeanne serves as a 401(k) and retirement plan specialist for ARGI and designs and manages a range of employer-sponsored retirement plans. She works extensively with business owners and private practice physicians. Jeanne recognizes that small business owners have unique financial needs, and she enjoys designing personal financial plans that incorporate closely-held businesses, real estate, investments, and other assets. 

Jeanne graduated Summa Cum Laude from Western Kentucky University with a B.S. in finance and economics. Jeanne continued her education at the University of Kentucky, where she graduated Magna Cum Laude with an M.B.A.


Daniel Forbes, CFP® 
Providence, RI 

Daniel P. Forbes, CFP® is the owner of Forbes Financial Planning, Inc. 

Dan is the financial planning expert and weekly contributor to GoLocalProv.com. Dan was also a host for 920 WHJJ's financial planning radio talk show "Making Money" and has appeared on RI Channel 10 and ABC6. He has also contributed to Providence Business News, U.S. World & News Report, and Time Magazine online. In addition, Dan appeared in CFP Board’s Public Awareness Campaign ads in 2014. 

Dan graduated from Brown University in 1997.


Karl Frank, CFP® 
Denver 

Karl Frank is the President of A&I Financial Services LLC, a Colorado company that helps families grow and protect their investments, and choose how they want to be taxed.

Karl launched Denver’s first Financial Planning Day in 2009 and has helped lead it every year since. He also served as the 2014 President of the Financial Planning Association of Colorado. He is a member of the Million Dollar Roundtable and is among the top representatives at his broker dealer, Geneos. Karl was selected as a "Leader in the Profession" by the Journal of Financial Planning. He is the author of Go Tax Free and an editor of Tax Facts.  

Karl earned an M.B.A and M.S. in finance from the University of Denver. He also earned a M.A. in English from the University of Colorado at Boulder. 


Elaine King Fuentes, CFP® 
Miami

Elaine King Fuentes is an award winning author, an international speaker and the founder of the Family & Money Matters Institute™. Her mission is to help families achieve financial well-being with actionable strategies, empowerment tools and educational programs.

She serves as a CFP Board Public Policy Council member, Estate Planning Council Board member and Family Firm Institute Advisory committee member. 

Shannah Game, CFP® 
Los Angeles, CA 

Shannah Compton Game is a Personal Financial Strategist and a Principle at Shannah L. Compton, CFP®, MBA, a California Registered Investment Advisory Firm. She is also an accomplished speaker, teacher and writer who is fearless in her pursuit to educate her peers about personal finance. 

Shannah is a Lecturer in Finance at Cal State University Northridge and has won an “Outstanding Young Californian Award”, a “40 Under 40 Award” and was a Finalist for “Best Entrepreneur” at the Stevie Awards for Women. 

Shannah writes for The Huffington Post, Southern California Life Magazine, Everyday Finance and many other websites and publications. Her motto is that finances should be fun and approachable – not scary and overwhelming.


Andrew T. Gardener, CFP®
HoustonAndrew Gardener

Andrew T. Gardener is the founder and President of Tanglewood Legacy Advisors, LLC.  Established in 2003, the firm is known as the “Family CFO.”  He is a past Chairman of the Financial Planning Association of Houston and is the President of the Houston Business and Estate Planning Council.  He currently serves on the Houston Public Media Foundation, the Holocaust Museum of Houston Foundation and is an advisor to the University of Houston Board of Visitors.

Andrew has been quoted in Zig Ziglar’s Over the Top, where he is acknowledged for his visionary and planning abilities. He has also been quoted in many other publications, including The Wall Street Journal, Bloomberg, U.S. News & World Report, Houston Chronicle, and Financial Planning. He teaches financial literacy classes for the Women’s Resource Center of Houston. 

Andrew is a graduate of Emory University and completed the Certified Financial Planning Program at the Bauer College of Business from the University of Houston. 


Felicia Gopaul, CFP®
Orange County, CA 

Felicia Caldwell Gopaul is the President of College Funding Resource. She has over 20 years of accounting and investment experience, including over 11 years specializing in college planning and funding. 

Felicia started College Funding Resource in 2003 to help parents realize their dream of their children graduating from college while still enabling them to save for retirement and other financial priorities. Felicia has helped thousands of students attend the college of their dreams.

Felicia is often quoted as a financial expert in a variety of national publications, including U.S. News and World Report, Reuters and Black Enterprise. She has spoken at a New Jersey Association of Women Business Owners Conference, AARP, Social Security Administration and at the US Mint. She is the host of a two radio shows. 


Don Grant, CFP® 
Wichita, KS 

Don Grant is an Investment Advisor with Carey, Thomas, Hoover and Breault. Formerly a Naval Officer, Don Grant moved to the Midwest with NBC television as a business reporter and anchor. Working as a business journalist, Don crossed paths with many successful entrepreneurs. That sparked more active involvement in several business ventures including a restaurant franchise and multiple real estate holdings, as well as investing in the capital markets. Don joined Smith Barney as a Financial Consultant in 2002. He earned Blue Chip Council honors – peer top quintile – for several years. 

Don writes and produces MoneyTracker reports that can be heard live, every weekday morning on KNSS Radio in Wichita. He gives back to Wichita community through volunteering, board membership and leadership in several organizations. 


Cary Guffey, CFP® 
Birmingham, AL 

Cary Guffey is a CFP® professional who got his start working as a child actor when he was four years old in the film Close Encounters of the Third Kind. This gives him a unique perspective on money and investing since both have been part of the majority of his life. 

Over the past 15 years, he has worked with both businesses and individuals with their investment needs. Whether investing excess company capital, setting up a retirement benefit plan or working with someone transitioning into retirement, it always has started with a plan. Cary works to understand the need before recommending a course of action.


Michael Guillemette, Ph.D., CFP®
Lubbock, TX

Michael Guillemette is an assistant professor in the Department of Personal Financial Planning at Texas Tech University. Previously, he worked as an assistant professor in the Department of Personal Financial Planning at the University of Missouri. His research focuses on client risk assessment and the demand for insurance, and has been featured in the Wall Street Journal, CNBC.com and CNN.com. Michael has been invited to present his research to FPA chapters across the country.

Michael received a B.B.A. in risk management and insurance, and a B.S. in education from the University of Georgia. He earned a master’s degree and Ph.D. in personal financial planning from Texas Tech University.

 

Sarah J. Halpin CFP®
Portland, ME 

Sarah J. Halpin is First Vice President, Investments, at The Danforth Group of Wells Fargo Advisors. 

As a teenager, Sarah experienced a family financial crisis which shaped her life and career. Sarah’s professional journey in financial services started in 1986 at Nissho Iwai UK Ltd in London.  She has also held positions in UNUM’s Retirement Security Division, Prudential Securities and Smith Barney before becoming a partner in the Danforth Group of Wells Fargo Advisors. 

Sarah is an accomplished educator and a regular financial contributor on Maine’s WCSH 6 Morning Report.


John Hauserman, CFP®
Baltimore

John Hauserman is the creator of RetirementQuest. With more than 20 years of advising experience, he has helped individuals and couples to meet their financial goals and has modeled his practice based on the tenets set forth by CFP Board. 

John is a frequent guest financial expert on various Baltimore-area news broadcasts, and has been regularly quoted in national media, including The Wall Street Journal. He is also author of the book RetirementQuest: Make Better Decisions, which was released in fall 2011.

A graduate of the Business School at Towson State University, he focused on human resources management, believing the quality of the people to be a cornerstone of any organization.


Kate Holmes, CFP® 
Denver

Kate Holmes is the Founder & CEO of Belmore Financial, LLC a location-independent financial planning practice. Kate works with professionals in their 20s to 40s who are ready to challenge the status quo and go after their happiest life. 

Kate is a contributor to Society of Grownups, has written for InvestmentNews, GoGirl Finance and Women & Money Magazine, and is the author of the eBook The Millennial Next Door. She is a sought after speaker and is regularly quoted in the media including Financial Times, Forbes, The Seattle Times and AOL DailyFinance.

A female financial planner herself, Kate is a strong advocate for increasing the number of women CFP® professionals. She is on the CFP Board’s Women’s Initiative (WIN) Council and was a founding member of the XY Planning Network.


Paul Jarvis, CFP® 
Fargo, ND 

Paul Jarvis leads United Capital's office in Fargo, ND. He works with both individual and corporate clients with an emphasis on retirement planning and family transitional wealth. He loves challenging the status quo and believes that clients are best served when they play an active role in the design and creation of the personal plans and strategies.

An often requested speaker, Paul has presented at military financial readiness conferences, ND Women’s Network and financial planning workshops. Paul is a recognized professional in wealth management, appearing in The Wall Street Journal, USA Today, InvestmentNews, CNN Money, Yahoo!Finance, Hudson Star-Observer, Prairie Business Magazine, and the Fargo Forum

Paul earned his bachelor’s degree from the University of St. Thomas, where he studied business law and English.


Troy E. Jones, CFP® 
Oklahoma City 

Troy Jones is the President and Founder of Access Financial Resources, Inc. where four other CFP® professionals, an old dog named Lucy, and a covey of dedicated people work every day to help people make real life decisions in real time. Business owners and professionals, including dentists, physicians, bankers, attorneys, accountants, and other financial planners desiring thoughtful assistance with financial decisions, make up their clientele.  

Troy has taught financial planning classes at Oklahoma City University as well as the University of Oklahoma’s College of Family Medicine and College of Dentistry. He is a past Financial Planning Association National Board member and has been a part of the Nazrudin Project since 1998.

He holds a business degree from Oklahoma City University.


Scott J. Kaminsky, CFP®
Philadelphia 

Scott J. Kaminsky is Senior Vice President – Investments and Senior PIM Portfolio Manager at The Kaminsky Group of Wells Fargo Advisors, LLC.  Scott began in the Public Accounting profession after graduating from Fairleigh Dickinson University with a degree in Accounting in 1989. He transitioned to financial services in 1996.

Scott is a past board member of the Financial Planning Association of Greater Philadelphia and a current board member of the Jewish National Fund, a non-profit organization. Scott enjoys speaking publically to groups on various topics that are prevalent today.

Scott resides just outside of Philadelphia in Merion, PA with his wife Lisa, daughter Alexa and son Brandon.
 

Joseph Kelly, CFP® 
Princeton, NJ  

Joseph Kelly, CFP®, is a professional Wealth Manager at Valic Financial Advisors, where he helps clients make well-educated, informed decisions with the goal of meeting their unique and personal financial aspirations. With 15 years of financial advising experience, Joe focuses on comprehensive investment and retirement planning and believes a good investment program is diversified and disciplined, balancing risk, growth and income. 

Frequently quoted by both local and national media, Joe has served on several bank Boards of Directors and is a member of the Board of Trustees of a nationally renowned, independent high school. Joe is very active within his community as well, having served as past President of the local Rotary club, member of the local economic development committee and was voted Big Brother of the Year in 2010.

Joe earned a bachelor's degree in economics from Villanova University and his M.B.A. from Rider University. 


Brad Ledwith, CFP® 
Silicon Valley, CA 

After years of working at a major investment firm, Brad Ledwith founded Ledwith Financial Wealth Management. In his 16 years as a financial advisor, he has worked with people in a wide array of situations to help them meet their financial goals. 

Brad is active in the Morgan Hill community. He served on the Morgan Hill Chamber of Commerce Board for three years. He is past-president, an active member of Morgan Hill Rotary Club and was recognized as a Paul Harris Fellow by Rotary International for his contributions to the organization. 


Ross Levin, CFP® 
Minneapolis

Ross Levin is the Founding Principal and President of Accredited Investors Inc.® His book, Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success, expands upon Ross’ groundbreaking Wealth Management Index™ tool in providing a framework for advisors to assess and manage their clients’ plans and goals. His third book, Spend Your Life Wisely®: The Deeper Meaning of Money, shares his humorous and thoughtful approach to life and money. Ross launched the CCH Journal of Retirement Planning and served as Editor for two years. He is a regular columnist for the Star Tribune and a sought after speaker on financial matters.

Ross was named by Financial Planning magazine as one of the five most influential people in financial planning and received their first lifetime achievement award. Investment Advisor magazine named him one of the thirty most influential individuals in and around the advisory profession over the last thirty years, and he was selected by Minnesota Business Magazine for The (Real) Power 50 Award.


Dan Mathews, CFP®
Kansas City, MO 

Dan Mathews is Director of Financial Planning with Creative Planning, Inc. He works directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs.

Prior to joining Creative Planning, Dan worked as a Financial Planner for thirteen years at Stepp & Rothwell, Inc., a comprehensive financial planning firm, where he served high net worth clients. In 2013, Dan served as Media Director for the Financial Planning Association of Greater Kansas City.  He has been quoted in several print media outlets, including the The Wall Street Journal and the Kansas City Star


Robert Pagliarini, CFP® 
Orange County, CA 

Robert Pagliarini is the president of Pacifica Wealth Advisors, a wealth management firm that has developed a national reputation for working with sudden wealth recipients. Robert uses his dual masters in financial services and psychology to address the financial and often psychological issues around sudden wealth. 

Robert is a #1 bestselling author and syndicated financial columnist for CBS and Forbes. His latest book, The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth has been called the “bible of sudden wealth.” Robert is often called upon by the media for his financial advice and has appeared on Dr. Phil, 20/20, Good Morning America, ABC News, and many others. 


Steven Podnos, MD, CFP® 
Cocoa Beach, FL

Steven Podnos is the principal of Wealth Care LLC. He was a full time Pulmonary/Critical Care physician until 2002, when he transitioned to financial planning. He continues to serve part time as a Critical Care Physician and Flight Surgeon for the US Air Force Reserve. Steven is the author of Building and Preserving Your Wealth: A Practical Guide to Financial Planning for Affluent Investors. 

Steven was awarded his B.S. and his M.D. at the University of Florida. His post-graduate training included a residency and fellowship at the University of Texas Southwestern Medical School. Along with a twenty-year private practice of Pulmonary Medicine, Steven earned an M.B.A from Regis University in 2003.


Joel Redmond, CFP®
Syracuse, NY

Joel Redmond is a senior financial planner for Key Private Bank, as well as an adjunct instructor of finance at Syracuse University’s Whitman School of Management.

He is a ten-year veteran of the financial services industry, having worked at Wells Fargo Advisors for seven years prior to his work for Key. A former newspaper reporter, Joel is the author of Tradecraft: What Spymasters Can Teach us About Investing and The One-Minute Financial Planner, both available on Amazon. He is also an award-winning blogger for Financial Planet.


Marty Reid, Ph.D, CFP® 
Charlotte, NC 

Marty Reid is the president of Reid Financial Consulting, Inc., established in Lincolnton, North Carolina in 2004. Presently, Marty is also an instructor in the McColl School of Business at Queens University, North Carolina, teaching in the Financial Planner Program. His financial planning practice focuses upon aligning his clients’ financial behavior with their life values. Marty’s slogan, “Integrating Wealth, Stewardship, and Values,” encapsulates his mission of assisting clients in meeting their financial objectives.

He began his financial planning career in 1998. After graduating from Lenoir-Rhyne University, he earned a Th.M. from Princeton Theological Seminary and a M.Div. and Ph.D. from Southwestern Baptist Theological Seminary. Marty’s previous profession included academic teaching, scholarly research, and publications. 


Steve Repak, CFP® 
Charlotte, NC 

Steve Repak is an Army veteran, author and a financial literacy speaker.

Steve has been a frequent guest on Fox and Friends, Fox Business, 700 Club, and CNN Headline News.  Steve has been interviewed on NPR, Bloomberg Radio, Market Watch Radio, Wall Street Journal Radio, and many other national and regional programs. Steve’s work has appeared in Forbes, Investor’s Business Daily, Business Week, MSN Money and Yahoo!Finance. Steve is currently a contributor to the Equifax® Finance Blog, Choose Now Ministries and The Life of a Single Mom Ministries. Steve’s new book, The 6 Week Money Challenge, will be available in early 2015.

Steve graduated Summa Cum Laude with a B.S. in management communications from Amridge University. 


Charles Bennett Sachs, CFP® 
Miami

As a CFP® professional, Charles Bennett Sachs's passion is to help families spend less time worrying about their finances and more time enjoying their lives. He caters to the needs of affluent and ultra-affluent clients, their families, and businesses as part of a long-term consultative approach to help them achieve their investment, financial planning, and charitable goals.

Charles is President Elect of the Estate Planning Council of Greater Miami, President of the Financial Planning Association of Miami and a Professional Advisory Council member of the United Way and University of Miami.

He has addressed many organizations and has been quoted in many publications with regard to wealth management and charitable giving strategies.


Robert Schmansky, CFP®
Detroit 

Robert Schmansky has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns. Rob began his career with financial planning firms specializing in investment management and tax planning before founding Clear Financial Advisors.

Rob is frequently quoted in the media, and has been a contributing writer for U.S. News & World Report, Forbes and Yahoo!Finance, and an investment expert for FiLife, a former Dow Jones/IAC joint Internet venture.

Rob has a B.S. in human ecology with family resource management specialization and a M.A. in economics. He has been an adjunct instructor of economics and the required courses for candidates to sit for the CFP® exam. 


Bill Schretter, CFP®
Dayton, OH 

Bill Schretter is the Senior Financial Planner with Key Private Bank. He is also owner of Life-Legacy Services. 

In addition, Bill serves as the Public Relations Director of the FPA of Southwestern Ohio, where he formerly served as Chairman. He is a former Director of the Dayton Society of Financial Service Professionals. To promote financial and scientific literacy, he volunteers with Junior Achievement, the AARP Financial Education Outreach, and the Boonshoft Museum of Discovery.  

Bill has been in the financial services industry since 2000. He holds a B.S. in marketing from Miami University and an M.B.A. from the University of Cincinnati. 


Shashin Shah, CFP® 
Dallas

Shashin G. Shah provides advanced wealth planning services to executives and small business owners. He is a director at SFMG Wealth Advisors. 

Shashin is a former three-time board member for the Dallas Fort Worth Financial Planning Association. He has been interviewed by Money magazine, Business WeekSmart MoneyThe Wall Street JournalDow JonesDallas Morning News, and USA Today. He has appeared on NBC Nightly News

In 2016, Shashin was named to D Magazine’s list of Best Financial Planners and has been on this list consecutively since 2006. Shashin was awarded the FPA Honors Award, the FPA Chairman’s Award, and was a nominee for the FPA’s highest honor, The Heart of Financial Planning Award. SFMG Wealth Advisors was named to the FT 300 List for the top 300 RIA firms in the U.S.


Larry Stein, CFP® 
Chicago

Larry Stein is CEO and founder of Disciplined Investment Management, a boutique investment advisory that focuses on high net worth clients, retirement plans and women in transition.  As a CFP® professional, financial planning is an integral part of Larry’s approach to determining client asset allocation, strategic counseling and retirement planning. 

A veteran of the financial services industry for over 30 years, Larry is often featured in the media, gives presentations to professional organizations for continuing education credit and leads several multi-disciplinary study groups.

He is author of two books, Peace of Mind Investing and Value Investing. He is also a contributor to the RetireMentor column at MarketWatch.com, which is run by The Wall Street Journal


Neal Van Zutphen, CFP® 
Phoenix

Neal Van Zutphen began his financial services career in 1983. He is the owner and President of Intrinsic Wealth Counsel, Inc. 

Previously, Neal served as President and Chairman of the Financial Planning Association (FPA) of Greater Phoenix. In 2010, the FPA of Greater Phoenix Board of Directors nominated Neal for the Heart of Financial Planning Award. His research was published in the Journal of Financial Planning and he has spoken at national financial planning conferences. 

Neal holds memberships the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) and Financial Therapy Association (FTA), and is an Associate Member of the American Psychological Association (APA). He has an M.S. in personal financial planning.


Scott Ward, CFP® 
Birmingham, AL 

Scott Ward is a senior associate with Johnson+Sterling. He works with both individuals and plan sponsors, specializing in retirement transition services, investment advisory and portfolio management deliverables and fiduciary compliance services. 

Scott is a frequent guest speaker within the community, especially in support of AARP’s financial literacy programs, and is an active member of both the Financial Planning Association of North Alabama and the Kiwanis Club of Birmingham. 


James Watkins, III, JD, CFP® 
Atlanta 

James Watkins, III is the Founder and Managing Member of InvestSense, LLC, an investment education firm that provides programs on effective wealth management and investor protection strategies to individual investors and pension plans. He is also an attorney with The Watkins Law Firm, specializing in wealth preservation, securities and ERISA law. 

James previously served as the National Director of Financial Planning Quality Assurance for AXA Advisors and as Director of the Professional Review Department at CFP Board.

He is a graduate of the University of Notre Dame Law School and an honor graduate of Georgia State University.


David Zuckerman, CFP® 
Los Angeles

David Zuckerman is the founder of Zuckerman Capital Management, where he currently serves as Principal and Chief Investment Officer. 

Behavioral finance is a distinct area of focus for David, and his syndicated writing has been published by Morningstar, Forbes, and Business Insider, among others. 

David holds a degree in economics from UCLA, serves as Treasurer for the Los Angeles chapter of the Financial Planning Association, and is a member of the Eagle Scout Association of Los Angeles. 

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