Chief Executive Officer
Before co-founding Aria Retirement Solutions, David was Chief Legal Counsel for Charles Schwab's annuity and insurance initiatives, as well as Allstate Financial's in-house counsel. He has been lead counsel on product development projects for broker dealers and bank distributors. David participates on numerous committees dedicated to retirement income product solutions.
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. As a nurse practitioner and healthcare economist Dr. Katy 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. Dr. Katy is quoted widely in the press and speaks frequently on personal healthcare finance.
Dr. Linda Strachan joined Zywave (formerly EISI), the largest financial
planning software developer in North America, in 1996. As Vice President of
Product Management, Linda works closely with the President in establishing
the direction for both the NaviPlan and Profiles software, with respect to
functionality and user interface design. This includes closely monitoring
industry trends to ensure the company's products enable financial advisors
to capitalize on opportunities.
G. Joseph Votava, Jr., CEO for Seneca Financial Advisors LLC, provides comprehensive financial planning services including; taxes, investments, employee benefits and estate planning. Prior to Seneca, Mr. Votava was a partner at Nixon Peabody LLP and founding president of Nixon Peabody Financial Advisors LLC. Mr. Votava has also been elected to the Board of Directors for the CFP Board of Standards.
George H. Walper Jr. is President of Spectrem Group, a research and consulting firm that specializes in the affluent and retirement markets. George has a bachelor's degree in business from the State University of New York College at Buffalo and a master's degree in business administration from the J.L. Kellogg Graduate School of Management at Northwestern University.
Kevin Walsh is vice president for Fidelity Institutional's (FI) Product group responsible for the retirement offering available to Fidelity's Registered Investment Advisor (RIA) clients and National Financial's broker-dealer correspondent firms. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.
Mike Weldon, Partner, Director of Marketing, is responsible for streamlining Lord Abbett's marketing initiatives across the firm's national sales force. He is a frequent speaker at regional and national conferences, specializing in financial advisor training and practice management. In addition, Mr. Weldon is actively involved in the development of Lord Abbett's marketing materials, including sales literature and seminar presentations.
Neil is a registered principal of Protected Investors of America . He has served on many industry panels focused on innovative ways to offer guaranteed retirement income. Neil specializes in incorporating guaranteed retirement income solutions into a fee-only practice.
Securities offered by Protected Investors of America, member FINRA/SIPC
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