John Carl

John Carl

  • President/Founder
  • Retirement Learning Center

John Carl is Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education, and Executive Director … 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

Rob Francais, CPA

Rob Francais, CPA

  • Chief Executive Officer
  • Aspiriant

During his tenure as Chief Executive Officer, Rob has grown Aspiriant into the third largest and fastest growing RIA with 7 billion of assets under management. Aspiriant is now in five cities outside California including New York and Boston. Rob … Continue reading

Gregory Friedman

Gregory Friedman

  • Co-founder and President, Private Ocean
  • Founder and President, Junxure

Greg is co-founder and president of Private Ocean, one of the West Coast’s leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver … Continue reading

Matthew Greenwald

Matthew Greenwald

  • President
  • Matthew Greenwald and Associates

Mathew Greenwald is the President of Mathew Greenwald & Associates, a market research firm, founded in 1985, that specializes in retirement and financial services issues. He has a Ph.D. in sociology from Rutgers University. Dr. Greenwald was a Congress-appointed delegate … Continue reading

Michael Kitces

Michael Kitces

  • Partner and Director of Research
  • Pinnacle Advisory Group

Michael Kitces is a Partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1 billion of client assets. In addition, he is the practitioner editor of the … 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

Philip Palaveev

Philip Palaveev

  • Owner and CEO
  • The Ensemble Practice LLC

Philip is the owner and CEO of The Ensemble Practice LLC, a business management consulting firm that defines the evolution of growing a multi-professional advisory practice. He specializes in helping independent financial advisors grow their business from a solo practice … Continue reading

Mark Singer

Mark Singer

  • President
  • Safe Harbor Retirement Planning

Mark Singer CFP®, has been in the financial services industry for 26 years. He is the author of 2 books, the most recent, “The 6 Secrets to a Happy Retirement” was listed as the #3 Best Selling Retirement book on … Continue reading