Michael Baney, CIMA

Michael Baney, CIMA

  • District Director, Northeast
  • Allianz Life Financial Services, LLC

Northeast District Director Michael Baney of Allianz Life Financial Services, LLC has over 30 years of financial services industry experience. He guides financial professionals in creating retirement strategies that help their clients meet their long-term financial objectives, in a variety … Continue reading

Dimitris Bertsimas

Dimitris Bertsimas

  • Boeing Professor of Operations Research and CIO
  • Massachusetts Institute of Technology and Alpha Dynamics LLC

Dimitris Bertsimas is the Boeing Leaders for Global Operations Professor of Management, a Professor of Operations Research and the Co-Director of the Operations Research Center at MIT.  He is also a founding member of Alpha Dynamics LLC, a boutique investment … Continue reading

Kol Birke

Kol Birke

  • Financial Behavior Specialist
  • Commonwealth Financial Network

Kol Birke – As a financial behavior specialist within Commonwealth’s Advanced Planning team, Kol works to make financial planning easier and more effective by helping advisors align their clients’ actions with their goals (e.g., calming emotional investors, reconciling spouses’ risk … Continue reading

John Bogle

John Bogle

  • Founder/President
  • The Vanguard Group, Inc., and Bogle Financial Markets Research Center

John C. Bogle is Founder of The Vanguard Group, Inc., and President of Vanguard’s Bogle Financial Markets Research Center. He created Vanguard in 1974 and served as Chairman and Chief Executive Officer until 1996 and Senior Chairman until 2000. The … Continue reading

Jeffrey R. Brown

Jeffrey R. Brown

  • Williams Karnes Professor of Finance
  • University of Illinois at Urbana-Champaign

Jeffrey R. Brown is the William Karnes Professor of Finance in the College of Business at the University of Illinois at Urbana-Champaign. He also serves as Director of the College of Business’ Center on Business and Public Policy and as Associate Director of … Continue reading

Daniel Cassidy, FSA, CFA

Daniel Cassidy, FSA, CFA

  • Managing Director
  • P-Solve Cassidy

Dan Cassidy is an entrepreneur focused on helping institutional clients manage their retirement plan risks. Dan has focused on this challenging problem at his firm Cassidy Retirement Group, Inc. With over twenty years working in financial services, Dan works to … Continue reading

Eric Cott

Eric Cott

  • Director, Financial Advisor Education
  • The Options Industry Council

Eric Cott As a representative for The Options Industry Council and serving as Director, Financial Advisor Education, Eric Cott endeavors to help advisors and their firms to use options more effectively. Mr. Cott is responsible for expanding OIC’s outreach to … Continue reading

Christine S. Fahlund, Ph.D., CFP

Christine S. Fahlund, Ph.D., CFP

  • Senior Financial Planner and Vice President
  • T. Rowe Price Group, Inc

Christine S. Fahlund, Ph.D., CFP, is a senior financial planner and vice president of T. Rowe Price Group, Inc. With more than 25 years of experience in financial planning, Christine is often quoted in the national financial press, including The … Continue reading

Charles J. Farrell

Charles J. Farrell

  • CEO
  • Northstar Investment Advisors, LLC

Charlie’s practice focuses on assisting individuals with the management of their personal wealth. His services include portfolio investment management, retirement income management, wealth transfer and portfolio tax planning. Prior to working as an investment advisor, Charlie was a tax attorney … Continue reading

Dennis Gallant

  • President
  • GDC Research

Dennis Gallant, President of GDC Research (www.gdcresearch.com), a research and consulting firm providing applicable, actionable and customized solutions for the financial service industry. Mr. Gallant is an industry expert with over 20 years of diverse experience in market research, competitive … Continue reading

Alan Grigoletto

Alan Grigoletto

  • Director of Education
  • The Options Industry Council

Alan Grigoletto is the Director of Education for The Options Industry Council. In his current role, Mr. Grigoletto manages the education efforts of the three areas of outreach for OIC; retail investors, financial advisors and institutions. Prior to joining OIC, … Continue reading

John Haase

John Haase

  • Managing Partner
  • Windrose Advisors

John D. Haase is the Managing Partner of Windrose Advisors and leads the Client Advisory Group and the strategic direction of the firm. He is a member of the Windrose Investment Committee. John joined Windrose from Goldman Sachs, where he … Continue reading

David Juliano

David Juliano

  • Senior Advanced Planning Consultant
  • Commonwealth Financial Network

David Juliano -A senior advanced planning consultant, David acts as a resource for advisors on issues involving executive benefits, business, insurance, tax, estate, and charitable planning. His focus is on financial planning software and executive benefit planning, including stock option … Continue reading

Richard LaVoice

Richard LaVoice

  • Executive Vice President, Retirement Sales
  • Symetra Life Insurance Company

Richard LaVoice is executive vice president of Retirement Sales and Distribution for Symetra Life Insurance Company. In this role, he is responsible for distribution strategy, sales production and sales operations relating to Symetra’s retirement products. Before joining Symetra in 2010, … Continue reading

Richard Mason

Richard Mason

  • President, Corporate Markets
  • ING U.S. Retirement

Richard Mason is president of Corporate Markets for ING U.S. Retirement, a strategic business unit responsible for the development, marketing and distribution of retirement products and services for all of ING’s 401(k) corporate market segments — small, mid-sized and institutional … Continue reading

Ron Mastrogiovanni

Ron Mastrogiovanni

  • President and CEO
  • HealthView Services

Ron Mastrogiovanni brings more than 25 years of combined experience in financial services, management consulting, and high technology. Ron’s latest venture, HealthView Services, is an emerging industry leader offering a deployable SaaS platform that incorporates complex actuarial and medical expense … Continue reading

Timothy Noonan

Timothy Noonan

  • Managing Director of Capital Markets Insights
  • Russell Investments

As managing director of capital markets insights for Russell Investments, Noonan leads Russell’s effort to serve advisors in the United States of America. The Capital Markets Insights group keeps advisors abreast of Russell’s positions on a broad range of investment … Continue reading

Hans Schemmel

  • Vice President - Individual Retirement Products Product Strategy, Management and Development
  • Pershing LLC, a BNY Mellon company
Howard Schneider

Howard Schneider

  • President
  • Practical Perspectives

Howard Schneider, President of Practical Perspectives LLC, has over 30 years of diverse financial services experience. Practical Perspectives was founded in 2002 and focuses on providing customized consulting, research and competitive intelligence support to the financial services industry. Clients include … Continue reading