FA Retirement 2014

2014 Speakers


Nick Murray
Nick Murray

Nick Murray is in his 47th year in the profession of financial advice. He is one of the industry's premier speakers and the author of eleven books for financial services professionals. His book for clients, Simple Wealth, Inevitable Wealth, is among the most successful privately published books of the last dozen years. Murray also publishes a monthly newsletter and "spot coaching" service for advisors, Nick Murray Interactive. He was the 2007 recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding.

P.J. O’Rourke

P.J. O’Rourke is probably the most resilient comedy writer to come out of the early National Lampoon. He saw through the anarchists’ narcissism, and has been satirizing it for years in Rolling Stone and elsewhere. The New York Times stated, “If anyone ‘changed comedy forever,’ it was O’Rourke.” With more than 1 million words of trenchant journalism under his byline and more citations in The Penguin Dictionary of Humorous Quotations than any living writer, O’Rourke has established himself as America’s premier political satirist. He is the best-selling author of 15 books, including Parliament of Whores, Republican Party Reptile, Holidays in Hell, Give War a Chance, Eat the Rich, The CEO of the Sofa, and On the Wealth of Nations.


Rick Adkins, CFP, ChFC, MBA

CFP, ChFC, MBA, President/CEO, Arkansas Financial Group
Rick Adkins is the president and CEO of The Arkansas Financial Group which he founded in 1982. Adkins served as Chair of the Certified Financial Planner Board of Standards’ Board of Governors in 2003. He received a B.S. degree in management from Harding University and an M.B.A. from the University of Mississippi.

Sherry Apanay
Sherry Apanay

Chief Sales Officer, UFA
Sherry Apanay is responsible for all reverse mortgage sales channels for UFA. She has been working within the reverse mortgage industry for more than 20 years and managed a business division for the past 16 years. Apanay began her reverse mortgage career with Unity Mortgage Corp based in Atlanta, where she helped support all aspects of reverse mortgage operations, earning an AVP position.

Michael Baney
Mike Baney, CIMA

District director for the Northeast District of Allianz Life Financial Services. 
Mike's extensive experience is in marketing mutual funds, managed accounts, retirement plans and annuities to financial advisors.  Mike has a BA in finance from the New York Institute of Technology and holds the Certified Investment Management Analyst designation.  Mike lives in Garden City, NY with his wife and two children.

Frank Barbera
Frank Barbera, CMT

Executive Vice President, Sierra Investment Management, Inc., Co-Portfolio Manager, The Sierra Mutual Funds
Frank Barbera, CMT, is the executive vice president at Sierra Investment Management and also co-portfolio manager at Sierra Core Retirement Fund and the new Sierra Strategic Income Fund. Sierra and its affiliates currently manage over $1.8 billion in assets.

Randy Bateman
Randy Bateman

Executive Vice President, Chief Investment Officer, Huntington Asset Advisors
Randy Bateman is executive vice president and chief investment officer for Huntington Asset Advisors. Bateman is also the manager of the Huntington Situs Fund, Huntington Income Generation Fund, Huntington Asset Allocation Funds. He co-managers the Huntington World Income Fund.  He has a bachelor’s degree from North Carolina State University in economics and is a CFA charter holder.

Colin Cushman

President & CEO, Generation Mortgage Company
Cushman has over 7 years of industry experience, including director of portfolio analysis at the Federal Housing Administration. He co-chairs the Policy Committee and is an active board member of the National Reverse Mortgage Lenders Association. Cushman received his master's degree from the University of Massachusetts, Amherst.

Robert DeChellis
Robert DeChellis

President, Allianz Life Financial Services, LLC, a division of Allianz Life Insurance Company of North America (Allianz Life®).
Robert DeChellis is responsible for sales and distribution of Allianz Life products, including variable annuities, fixed indexed annuities and advisory annuities through broker dealers and other financial institutions. Prior to joining Allianz Life in 2006, DeChellis was executive vice president of Travelers Life & Annuity’s Retail Annuities Division.

Harold Evensky
Harold R. Evensky, CFP, AIF

President, Evensky & Katz
Harold Evensky is the president of Evensky & Katz. Prior to forming his own company, he served as a vice president of investments with major investment banking firms. Evensky received his bachelor's and master's degrees from Cornell University. He has been a featured speaker on investment topics at numerous national and international conventions.

Chris Fahlund
Christine S. Fahlund, Ph.D., CFP

Senior Financial Planner and Vice President, T. Rowe Price Group
Christine S. Fahlund is a senior financial planner and vice president of T. Rowe Price Group, Inc. With more than 25 years of experience in financial planning, Fahlund is often quoted in the national financial press. She specializes in the areas of retirement accumulation and distribution strategies.

Christopher Goolgasian
Christopher J. Goolgasian, CPA, CFA, CAIA

Managing Director, State Street Global Advisors
Christopher J. Goolgasian, managing director of state street global advisors and head of Portfolio Management – Americas for the Investment Solutions Group, is a professor of Finance at Bryant University. He was an institutional portfolio manager with Pyramis Global Advisors and a CPA with Kaplan, Moran & Digennaro. He earned a master’s of business administration with a concentration in accounting from Bryant University.

Mark Gremler
Mark Gremler

Financial Planner
Mark Gremler is among Iowa’s most well-known financial planners and financial educators.  He also mentors financial professionals though his field marketing organization, Billion Dollar Mentoring.  Many have seen their business double and triple by using his proven marketing strategies. Gremler will arm you with takeaway marketing you can implement immediately.

Dorothy Hinchcliff
Dorothy Hinchcliff

Managing Editor, Financial Advisor magazine
Dorothy Hinchcliff is managing editor of Financial Advisor magazine and editor of its website, www.fa-mag.com, and FA green, www.fa-mag.com/green. She has been instrumental in expanding the magazine's website and launched FA green, which focuses on sustainable investing and advisors who provide advice on the topic. Hinchcliff has been a financial journalist for more than 20 years.

Rob Isbitts
Rob Isbitts

Founder and Chief Investment Strategist of Sungarden Investment Research
Rob Isbitts has developed an alternative approach to retirement income.  Over the past 28 years he has been an investment strategy innovator, author, CIO, mutual fund manager and investment advisor.  He is a “RetireMentor” columnist for MarketWatch.com, writes for the Retirement Weekly Newsletter and has been selected as one of the Top 25 “Venerated Voices” by Advisor Perspectives for each of the past four years.

Michael Jamison

Managing Director, Barrett Asset Management
Michael Jamison is a managing director at Barrett Asset Management where he manages the Enhanced Equity Income strategy and is a member of the firm’s Investment Policy Committee. Jamison was a board member and executive vice president at Beacon Trust Company where he managed the New York office. He formed Jamison Prince Asset Management which was merged into MB Investment Partners where he became the managing partner and chief executive officer.

James Johnson
C. James Johnson, JD, CLU, ChFC

Vice President, Advanced Markets, Allianz Life Insurance Company of North America
Jim Johnson is vice president of Advanced Markets for Allianz Life Insurance Company of North America (Allianz). He employs his extensive legal, advanced planning pension plans, life insurance, investment and annuity marketing, and training expertise to help financial professionals and their clients achieve financial, estate, and retirement-planning goals.

Deena Katz, CFP, LHD

Associate Professor, Department of Personal Financial Planning, Texas Tech University
Deena Katz is an associate professor in the Department of Personal Financial Planning at Texas Tech University. She is a founding partner of Evensky & Katz Wealth Management. An internationally recognized financial advisor and practice management expert, Katz is the author of nine books on financial planning and practice management topics. She has a regular column in Financial Advisor magazine.

William M Kahane
William M. Kahane

Chief Executive Officer and Director, RCS Capital
William M. Kahane is the co-founder of AR Capital and CEO of RCS Capital, a holding company housing the largest wholesale broker dealer in the industry and second largest independent financial advisor network in America. Since its June, 2013 IPO, RCAP has announced six mergers and acquisitions worth $1.5 billion.

Thomas M. Kostigen
Thomas M. Kostigen

Editor-at-Large for Financial Advisor and Private Wealth magazines, Thomas Kostigen is a New York Times bestselling author who chairs FA's & PW's Impact Investing Conference, held annually, on environmental, social and human rights issues. Check out his blog, theclimatesurvivalist.com, as well as his forthcoming books: The National Geographic Extreme Weather Survival Guide: Understand, Prepare, Survive, Recover and Extreme Weather: Surviving Tornadoes, Sandstorms, Hailstorms, Blizzards, Hurricanes, and More!

Colin Lake
Colin Lake

National Sales Director, RS Investments
Colin Lake is responsible for leading the firm’s team of mutual fund wholesalers. He also works closely with leading industry salespeople and often presents on a number of topics including investments, marketing, wellness and life improvement, and advisor best practices. Lake joined RS Investments in 2008 from PLANCO/The Hartford, where he held various sales positions of increasing responsibility from 1994 to 2008.

Robert Laura
Robert Laura

President, SYNERGOS Financial Group
Robert Laura is the president of SYNERGOS Financial Group, co-founder of the RetirementProject.org, author of several books including Naked Retirement, and creater of the Laddered Dividend Portfolio. As a "Retirement Activist," he writes and teaches retirement wellness as well as dynamic income strategies for financial advisors, employer groups, and clients alike.

David Leonardi
David Leonardi, M.D.

Founder, Leonardi Institute
David Leonardi, M.D., is board certified in Anti-Aging Medicine and a Certified Nutrition Specialist. In 2003 he founded the Leonardi Institute, which provides science-based programs to slow aging and prevent age-related diseases. Dr. Leonardi helps clients throughout the U.S. gain energy and zest for life, and improve mental acuity, attitude, body composition and libido while simultaneously preventing age-related diseases.

Christian Magoon
Christian Magoon

Chief Executive,YieldShares
Christian Magoon is chief executive of YieldShares, an ETF Sponsor focused on income strategies. The YieldShares High Income ETF (YYY) is listed on the NYSE ARCA platform. He has been referred to as an “ETF Pioneer” for his role in the growth of the ETF marketplace. Magoon is a Wall Street Journal Expert Panelist and noted investment author. Previously, he served as president of Claymore Securities, now Guggenheim Investments.

William Meyer
William Meyer

Founder, CEO, Social Security Solutions, Inc.
Bill is known as one of the leading authorities in Social Security education, strategies, research, and has published more on this topic than anyone else in the country in the top academic journals with his partner Dr. William Reichenstein of Baylor University. Together, they have created the leading Social Security strategies software used by financial advisors and financial institutions, http://www.SSAnalyzer.com.

Dan Moisand
Dan Moisand, CFP

Moisand Fitzgerald Tamayo, LLC
Dan Moisand has been featured as one of the country’s top practitioners in most financial planning publications. He is the only two-time winner of the Journal of Financial Planning’s Call for Papers competition and has been a retirement columnist for Financial Advisor since 2010. Moisand is a past national president of the Financial Planning Association and has spoken to planner groups on five continents.

Mark A. Mrky

Senior Member, Life Insurance Settlements Inc.
Mark Mrky is a senior member of Life Insurance Settlements Inc., the nation's most experienced life settlement broker. Mrky has a B.A. in psychology from the University of Nebraska. He has presented to groups such as NAIFA, Top of the Table, InsMark, Society for Financial Service Professionals, National Association of Philanthropic Planners, local estate planning councils, various broker dealers, insurance carriers and professional groups on the subject of life settlements.

Margie Patel

Managing Director & Senior Portfolio Manager, Wells Capital Management
Margie Patel is managing director and senior portfolio manager with Wells Capital Management's Fundamental Equity group with more than 30 years experience managing various fixed income and equity funds. She served as a senior vice president and portfolio manager with Pioneer Investments and as vice president with Third Avenue Funds and Northstar Investment Management. Patel received a B.S. in economics from the University of Pittsburgh.

Wade Pfau
Wade Pfau

Professor, The American College
Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as the Director of Retirement Research for inStream Solutions and McLean Asset Management.

Mark Plummer
Mark A. Plummer

Chairman and Owner, Chestnut Exploration, Inc.
Mark A. Plummer holds degrees in biology, biochemistry and chemical engineering. He spent 13 years with Sun Oil Company in the Arkansas-Louisiana-Texas area and the Gulf of Mexico. In 1994, he founded Chestnut Exploration and Production with operations in the Southwestern United States. Plummer is a registered professional engineer with the state of Texas and FINRA-registered securities principal.

Sri Reddy
Srinivas D. Reddy, CFA

Senior Vice President, Institutional Income, Head Of Emerging and Opportunistic Markets for Prudential Retirement
Sri Reddy is head of emerging and opportunistic markets for Prudential Retirement, providing leadership and strategy related to Institutional Income proprietary and partnered platforms. Prior, he was head of product management for USAA Life Insurance Company and USAA Investment Management Company.

David Satchkov
Daniel Satchkov

Founder and President, RiXtrema
Prior to founding RiXtrema, Daniel worked as an Associate Director of Risk Research at FactSet, where he was responsible for researching and developing software products in the areas of risk measurement and risk reporting . Daniel holds BS and MBA degrees from the University of the Pacific.

Jon Sabes
Jon Sabes

Co-Founder, CEO, GWG Holdings, Inc.
Jon R. Sabes is co-founder and chief executive efficer of GWG Holdings, Inc. He has over 20 years of experience in finance, venture capital, business development, managerial operations, and federal taxation. Since 1999, Sabes has served as chief executive officer of a family office specializing in structured finance and has been active in receivable financing, life insurance financing, and casualty insurance financing. He founded MedFinance, which is an innovator in casualty insurance and healthcare finance in 2005.

Hannah Shaw Grove
Hannah Shaw Grove

Author, Inside the Family Office
Hannah Shaw Grove is the author of Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy and The Family Office: Advising the Financial Elite. She consults to families with significant wealth and their closest advisors.

Evan Simonoff
Evan Simonoff

Editor-in-Chief and Editorial Director, Financial Advisor and Private Wealth magazines
Evan Simonoff is editorial director of Financial Advisor and Private Wealth magazines and is a founding partner of Charter Financial Publishing Network (CFPN). He has spent more than 20 years as an editor and reporter covering the financial services industry. Simonoff is a widely recognized expert on personal finance and investments.

David Smith
David Smith

Co-Founder and Group Publisher, Financial Advisor and Private Wealth magazines
David Smith is a founding partner of Charter Financial Publishing Network (CFPN), a publisher, marketer and distributor of information for the financial services industry. He is co-founder and publisher of Financial Advisor and Private Wealth magazines and other CFPN publications.

Louis P. Stanasolovich, CFP
Louis P. Stanasolovich, CFP®

CCO, CEO, President, Legend Financial Advisors & EmergingWealth Investment Management, Inc.
Louis P. Stanasolovich, CFP®, is founder, CCO, CEO and President of Legend Financial Advisors, Inc.® (Legend) and EmergingWealth Investment Management, Inc.  Lou is one of only four advisors nationwide to be selected twelve consecutive times by Worth magazine as one of “The Top 100 Wealth Advisors” in the country.

Louis P. Stanasolovich, CFP
Leonard Tannenbaum, CFA

Chief Executive Officer, Fifth Street Management LLC
Leonard Tannenbaum founded Fifth Street in 1998 and is CEO of Fifth Street Management LLC, a leading alternative asset manager and investment adviser to two BDCs for which he also serves as CEO -- FSC and FSFR. Tannenbaum received a B.S. in economics and an M.B.A. in finance through the Wharton School’s submatriculation program at the University of Pennsylvania.

Dan Thibeault
Dan Thibeault

CIO, CEO, GL Capital Partners
Dan Thibeault is the CIO and CEO of GL Capital Partners. He leads GL’s Investment Committee and serves as head portfolio manager for its global macro and non-traditional fixed income mutual funds and hedge fund. Thibeault worked at Goldman Sachs and GE Capital and received his MBA from Harvard University and BA from Dartmouth College.

Joe Votava
G. Joseph Votava, Jr.

CEO, Seneca Advisors, LLC
G. Joseph Votava, Jr., chief executive officer for Seneca Advisors LLC, was a partner at Nixon Peabody LLP, founding president of Nixon Peabody Financial Advisors LLC, and a member of the tax department at Coopers & Lybrand, an international accounting and consulting firm. Votava graduated from the University of Dayton School of Law and Siena College.

Katy Votava
Dr. Katy Votava

Founder and President of GOODCARE.com
Dr. Katy Votava, founder of GOODCARE.com, is a Medicare expert who consults with financial advisors and their clients throughout the United States. Votava has a broad view of healthcare in retirement and what the real impact is on consumers. She provides up to the minute information that advisors can apply immediately in practice. Votava is quoted widely in the press and speaks frequently on personal healthcare finance.

Phil Walker
Phil Walker

Vice President, Financial Advisor Programs, Urban Financial of America, LLC (UFA) 
Phil Walker has over 20 years experience in the mortgage industry. He made the transition to reverse mortgages in 2006 as the senior vice president of Network Source Funding and became the national sales manager of the reverse division for First Horizon Home Loans (FHN :NYSE), which was acquired by MetLife in 2009. Walker has also worked as a Series 7 and 66 licensed financial advisor for Morgan Stanley Smith Barney and most recently for Merrill Lynch.

Thomas Warren
Thomas Warren

National Speaker, Sr. VP, American Funds
Thomas Warren is a national speaker at American Funds, part of Capital Group, where he focuses on retirement plans and has been with Capital Group for 21 years. Warren served as a retirement plan counselor for Capital Group working with advisors, plan sponsors and participants. He was part of Smith Barney’s Asset Consulting and Evaluation group. He holds a bachelor’s degree in microbiology from the University of Oklahoma.

C. Richard Weylman

Chairman, Weylman Consulting Group
C. Richard Weylman, CSP, CPAE, is a best-selling author, media commentator and chairman of the Weylman Consulting Group. Christopher Forbes, vice chairman of Forbes magazine, calls his work and that of his international consulting firm in today’s complex marketplace, “brilliant”. He is also a member of the United States Luxury Board, whose primary mission is to enable organizations to better understand today’s consumer. 

Kevin white
Kevin White, CFA

Senior Vice President, Investment Strategy & Research, American Realty Capital Properties
Kevin White, CFA serves as senior vice president of investment strategy & research at American Realty Capital Properties. He is an author, editor and seasoned speaker at industry conferences and client events. He was a real estate strategist with Property & Portfolio Research, an economist with International Data Corporation, and a tax policy officer with the Department of Finance for the Government of Canada.

Michael Winchell

CIO and Managing Member, Larkin Point Investment Advisors LLC
Michael Winchell is CIO and managing member of Larkin Point Investment Advisors LLC. He was portfolio manager and principal of Mariner VCL Asset Management, served as managing partner of Hunter Partners LLC and COO of Bear Wagner Specialists LLC. Winchell graduated from UNC Greensboro in 1978 and earned an M.A. in English in 1980 and an M.A. in economics from North Carolina State University in 1982.

Mark W. Yusko

CEO & Chief Investment Officer, Morgan Creek Capital Management
Mark W. Yusko is the CEO and chief investment officer of Morgan Creek Capital Management. He served as the chief investment officer for the University of North Carolina at Chapel Hill and was the senior investment director for the University of Notre Dame Investment Office, where he joined as the assistant investment officer. Yusko is currently a board member of the MCNC Endowment and a member of the Duke Engage National Advisory Board at Duke University. 

Mike Zmistowski
Michael Zmistowski

Chairman of the Financial Planning Association of Florida
Michael Zmistowski, Certified Retirement Counselor with the International Foundation for Retirement Education and primary member of Financial Planning & Wealth Management, LLC, has been in private practice for over 30 years. He is a prominent conference speaker known for his energetic speaking style & knowledge in securities, alternatives and insurance/annuities state statutes, FINRA rules, CFP Ethics Standards and NAIC Suitability Regulations.

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