2019 Speakers

Jerry Auippa

Senior Account Executive, Longbridge Financial, LLC

Before making the move to reverse mortgages, Jerry spent 25 years in the Hospitality industry – with 6 years serving as General Manager of Food and Beverage at the Golden Nugget Casino in Laughlin, Nevada. In this role, Jerry took care of seniors every day, and saw the financial challenges many people face in retirement. After a life-changing accident forced Jerry to leave the hospitality industry, a switch to a career in Reverse Mortgages aligned perfectly with his values and lifestyle. Jerry believes seniors shouldn’t have to worry about finances during retirement, and over the past four years he has helped countless seniors increase their monthly cash flow to improve their golden years. Jerry works alongside professionals in the financial services industry to show them how reverse mortgages can be used to strengthen their client’s retirement.


James Brewer, MBA, CRPC®, AIF ®, CFP®, CDFA®, CFSLA

Financial Life Architect and CEO, Envision Wealth Planning Inc.

James Brewer, MBA, SM, CRPC®, AIF®, CFP®, CDFA®, CFSLA is CEO of Envision Wealth Planning Inc. located in Chicago, IL. James empowers busy people to make smarter, values honoring money choices. He is a Certified Divorce Financial Analyst®. He is a Contributor for Personal Finance and 401(k) to Forbes.com. He co-authored, Chapter 19, Individual Biases in Retirement Planning and Wealth Management for Financial Behavior: Players, Services, Products, and Markets. His insights have been featured in Investment News Wall Street Journal, CNBC, NASDAQ, Yahoo Finance, Next Ave., U.S. News & World Report. He is a proud MIT Sloan Grad. He is a former President of the Association of African American Financial Advisors.


Todd Cooper, CIMA®

Senior Vice President, Institutional Business Development, Envestnet

Todd oversees development of new client partnerships and leads efforts to help existing institutional client firms grow their business through the introduction of new solutions across the Envestnet platform.

Todd has over 20 years of experience in the investment management and wealth management technology industry. Before joining Envestnet, Todd spent 13 years at Prudential Wealth Management Solutions overseeing business development, managing institutional client relationships and leading wealth platform development. Prior to Prudential, Todd managed client relationships at Neuberger Berman where he worked closely with portfolio managers and wealth advisors to service the firm's high-net-worth and institutional clients. Todd began his career as an senior accountant at Ernst & Young LLC, where he managed audit engagements for major Wall Street investment firms.

Todd earned a B.A. in accounting from the University of Massachusetts Amherst, in 1992. He holds Series 7 and 63 securities licenses, and is a Certified Investment Management Analyst (CIMA®) and a Certified Public Accountant (CPA).


Joseph F. Coughlin,Ph.D.

Founder and Director of the AgeLab at the Massachusetts Institute of Technology

Joseph F. Coughlin, Ph.D., is founder and Director of the AgeLab at the Massachusetts Institute of Technology. His research seeks to understand the impacts of global demographic change, social trends and technology on consumer behavior, innovations in business, and public policy. Dr. Coughlin teaches in MIT's Department of Urban Studies & Planning and the Sloan School's Advanced Management Program. He is the author of The Longevity Economy: Inside the World's Fastest Growing, Most Misunderstood Market, and is a regular contributor to Forbes. He is currently at work on a new book about the future of retirement. A researcher, teacher and speaker, Dr. Coughlin is a frequent guest on news programs; his work has been featured in both print and on television, including ABC, BBC, CBS, CNN, NBC, News Asia, The Economist, Financial Times, The Times, The New York Times, The Wall Street Journal and other media outlets throughout the world.


Graham M. Day

Chief Sales Officer, Senior Vice President and Managing Director, AXA Distributors, LLC

Graham Day is a Senior Vice President and Managing Director with AXA Distributors, LLC. He is the National Sales Manager for the Individual Annuity business across all channels of distribution which includes wirehouses, independents, regionals, banks, career agency and P&C divisions. He oversees 5 Divisional Vice Presidents, over 80 field wholesalers, the AXA Distributors Sales Desk, Advanced Markets, and all sales training functions.

Graham has over 17 years of experience in the financial services industry and regularly speaks at industry conferences on insurance distribution, risk management, retirement income, and financial planning.

Graham has been with AXA Distributors since 2002, and prior to his current role, was both a divisional sales manager and an annuity wholesaler covering relationships across banks, wirehouses and independent financial firms. Before joining AXA Distributors, Graham was an institutional sales professional at Donaldson, Lufkin, and Jenrette with a concentration in option strategies and equity capital markets. He obtained a Bachelor Degree in Government & Law from Lafayette College in 1999.

Graham currently resides in Raleigh, North Carolina with his wife and two daughters.


Kevin M. Donovan

Assistant Vice President, Advanced Strategies, Jackson National

Prior to joining Jackson in 2016, Kevin spent 16 years as an advisor, so he brings a valuable perspective and a keen understanding of the challenges advisors face. He can help streamline practice management, conceptualize marketing ideas, guide advisors through complex cases, and help identify business opportunities that may not always be obvious. He is passionate about helping put you in the best position to positively influence your clients' financial journeys.

A graduate of Bowling Green State University, Kevin went on to receive his Juris Doctor degree from the Thompson M. Cooley Law School at Western Michigan University. He holds FINRA Series 7 and 63 registrations and has a Life Insurance License. In his spare time, Kevin enjoys collecting experiences with his wife and two children.


Joe Elsasser, CFP®

Financial Adviser, Sequent Planning and Founder, Covisum®

Joe developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.

In 2016, Covisum introduced Tax Clarity®, which helps financial advisors show their clients the hidden effective marginal income tax rates that can significantly impact cash flow in retirement. In early 2017, Covisum acquired SmartRisk™, software that allows advisors to model “what-if” scenarios with account positions and align a client’s risk tolerance with their portfolio risk. Covisum’s most recent software, Income InSight, unifies the tool set enabling advisors to create comprehensive retirement income plans.

Covisum powers some of the nation’s largest financial planning institutions and serves more than 20,000 financial advisors. Based in Omaha, Nebraska, Joe co-authored “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income,” is a regular speaker at industry events and is frequently interviewed by trade and national media.


Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Mary Beth Franklin is a contributing editor at InvestmentNews, writing a column for the print edition and a blog for the website. Relying on more than decade of experience as a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger's annual Retirement Planning Guide, Ms. Franklin aims to bridge the gap between what consumers want and what financial advisers can provide. An award-winning journalist, Ms. Franklin covers retirement planning and distributions, tax planning, Social Security issues and the health-care aspects of retirement planning. She is a frequent public speaker, addressing both financial industry and consumer groups, and she has appeared on numerous national and local television and radio programs including NBC's Today show and Meet the Press, the CBS Early Show, CNN and PBS's Wealthtrack program.


Frederick P. Gabriel Jr.

Editorial Director, InvestmentNews

Back in the days when InvestmentNews’ reporters still had to explain what the paper was all about, Fred Gabriel was toiling away in IN’s Boston office as a mutual fund reporter. After covering mutual funds for about seven years, he relocated his family to the back woods of Connecticut and began commuting (more than 2 hours each way!) into New York City every day to work in various editor positions at the publication. In 2012, he was named editor and is now responsible for IN’s editorial direction. When not commuting, Fred is the consummate family man... and spends most of his time refereeing arguments between is four teenage sons.


Greg Iacurci

Reporter, Retirement Planning and Insurance, InvestmentNews

Greg Iacurci is a reporter who covers financial advisers who serve 401(k) retirement plans. He also covers general retirement planning and insurance.


Igor Jonjic

Senior Product Manager, Investment Services, Fiserv

Igor Jonjic has dedicated his career to helping financial advisors better serve their clients and grow their business through innovative technology. As a former financial advisor, Igor Jonjic is quite familiar with the work it takes to build a successful practice and help clients reach their financial goals. His experience as an advisor led him to where he is today — a specialist in financial technology and advice solutions.

In his current role, Igor leads all facets of product strategy and development for financial planning and retirement income solutions at Fiserv. He’s helped bring new tools to market that enable advisors to work more efficiently and better collaborate with clients to guide them through retirement planning and all other financial goals.

Prior to joining Fiserv, Igor spent 8 years as a technology consultant where he worked directly with individual advisors and senior management at one of the nation’s largest independent broker-dealers.

Igor earned an M.B.A specializing in Business Systems and Data Analytics from LaSalle University and a B.S. in Computer Information Systems from Rider University.


Heather Kelly, HIA, RHU, MHP, CLU, ChFC

Senior Vice President, United Capital Risk Management

Heather has been in the insurance industry over twenty five years. Her experience, at some of the most venerable financial institutions in America, spans many facets of the industry. She has received recognition and numerous awards for her accomplishments in these roles. Heather is also a fierce advocate for education and is a continual student.

The desire to give back is a driving force for Heather. She has served on industry and philanthropic boards and committees. Athena International recognized her as their first nationwide recipient of The Young Professional Honor, recognizing Heather for professional excellence, community service and for actively assisting women in their attainment of professional excellence and leadership skills.

Heather is responsible for the leading United Capital Risk Management, LLC. Her responsibilities include fostering a platform that promotes integrating unbiased insurance based risk management strategies into the planning process. Her expertise is educating advisers and clients on how properly designed, executed and managed insurance based products can augment global planning and financial stability. Her acumen and experience uniquely positions her to improve the lives of United Capital’s clients, advisers and employees she works with.

Heather resides in Florida with David, her husband of twenty three years, and Nathaniel, their ten year old son. In addition to being a mom and wife, Heather’s passions include reading, fishing and spending time outdoors with her family.


Michael Kitces

Partner and Director, Pinnacle Advisory Group and Co-Founder, XY Planning Network

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.kitces.com, dedicated to advancing knowledge in financial planning.

Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. In addition, Michael has co-authored numerous books, including “The Annuity Advisor” with John Olsen (now in 3rd edition), the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.

Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning's "Deep Thinker," a "Legacy Builder," an "Influencer," a "Mover & Shaker," part of the “Power 20,” and a "Rising Star in Wealth Management" by industry publications. These awards were presented to honor Michael’s active work in the financial planning community, which currently includes serving as a member of the Editorial Review Board for the Journal of Financial Planning, national chair of the Financial Planning Section for the Society of Financial Services Professionals, and numerous other boards and committees for the Financial Planning Association and the Society of Financial Services Professionals at the local and National levels. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.

For more information on Michael's keynote presentation, please visit https://www.kitces.com.


Heather Locus

Financial Adviser and Divorce Practice Group Leader, Balasa Dinverno Foltz

Heather is passionate about helping people make complex decisions. As a BDF owner, head of our Divorce Practice Group, and founder of our Women’s Service Team, she solves problems by balancing the emotional and behavioral components of financial decisions with the tax and legal issues.

Since taking the right steps at every turn matters, Heather empowers divorcing men and women to make sound decisions throughout all the phases of divorce. Often as the first divorce professional people talk to, she helps families hire the best-fit attorneys, mediator or other professionals needed. Heather and her team assist in key decisions such as whether to settle or continue negotiations, then fully implement separating assets and managing the investments to fund a full life post-divorce. Heather uses her technical knowledge and first-hand experience to guide people through this unsettling situation to create a full life as they redefine it. She authored The Next Chapter: A Practical Roadmap for Navigating Through, and Beyond, Divorce and is a regular contributor to Forbes.com.

A Forbes “Best-In-State Wealth Advisor,” Heather is also a six-time “Five Star Wealth Manager” according to Chicago Magazine, was named an “Influential Women in Business” by The Business Ledger, a “Top 200 Wealth Advisor Mom” by Working Mother, and an Investment News “Woman to Watch”. She has contributed to various publications such as The Wall Street Journal, Crain’s Chicago Business, Family Lawyer Magazine and Divorce Magazine on topics ranging from how to protect an estate during a divorce to key financial considerations before signing a divorce settlement or prenuptial agreement. Through presentations including “The Financially Responsible Woman: Five Strategies for a Full Life” and “When I Do Becomes I Don’t: Five Strategies for a Financially Responsible Divorce", Heather educates women and men on how to transition through new phases of their life with confidence and peace of mind.

After earning a bachelor’s in accounting from the University of Northern Iowa, Heather obtained her CPA designation in 1993, Certified Financial Planner™ certification in 1996 and Certified Divorce Financial Analyst® designation in 2013. She completed a year-long executive coaching program in 2002 and Northwestern University’s Divorce Mediation coursework in 2015. Heather started her professional career in public accounting with Arthur Andersen LLP and then a local CPA firm in Houston. Her entrepreneurial spirit kicked in at age 24 when she started her own financial planning and investment management practice in 1995 before joining BDF in 1998.


Tom Nagle

Co-founder, Statler Nagle, LLC

Tom Nagle, Statler Nagle, LLC co-founder, has been a marketing leader and innovator for many years. His firm consults with a variety of national organizations on marketing management and strategy issues, including the Alliance for Lifetime Income, the Grain Foods Foundation, the Portland Cement Association, American Petroleum Institute, The International Food Information Council, The International Sleep Products Association, The Corn Refiners Association, The American Academy of Pediatrics, The Can Manufacturers Institute, Elanco Inc., Tetra Pak USA, the Direct Marketing Association, Discover Boating, and the Propane Education and Research Council. For these clients, Statler Nagle has created, managed, evaluated and strategized many new or existing industry marketing programs.

Prior to co-founding the firm in 2008, Tom had worked in a variety of advertising agencies, market research firms, and as the head of marketing for the International Dairy Foods Association (IDFA), where he led the iconic national 'Got Milk/ Milk Mustache" campaign. During his 10+ years in that role, Tom created and led a series of critical industry innovation programs that ultimately changed the shape of, and significantly enhanced the growth of the milk industry.

As part of the Alliance for Lifetime Income, Mr. Nagle leads the Industry and Distribution Marketing Strategy and is a frequent speaker at meetings and industry conferences.


Ryan W. Neal

Technology Reporter, InvestmentNews

Ryan W. Neal covers financial technology for InvestmentNews. Originally from Northern California, he received his undergraduate degree at UC Santa Barbara and began his career in journalism at the Santa Barbara Independent. After a few years freelancing, bartending and snowboarding in Colorado, he moved to New York and earned a master’s degree from the Columbia University Graduate School of Journalism. Ryan started covering the fintech beat in 2014, and also enjoys writing about sports, music, Star Wars, politics, arts and entertainment.


Sarah Newcomb

Director of Behavioral Science, Morningstar

Sarah Newcomb is a Director of Behavioral Science at Morningstar where she runs a small Research and Development lab focusing on prototyping behavioral interventions to address common financial mistakes. Her work addressing psychology in finance has been featured in the New York Times, Wall Street Journal, Forbes, and PsychologyToday. She is especially interested in ways people can foster a healthier relationship with money in order to live their best lives.

She lives in Washington, DC with her daughter.


Angie O’Leary

Head of Wealth Planning, RBC Wealth Management

Angie O’Leary is head of Wealth Planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.

O’Leary is a 25-year veteran of the financial services industry, most recently serving as the head of investment solutions for U.S. Bank Wealth Management where she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line’s mutual fund and insurance product distribution relationships. Prior to her career at U.S. Bank, O’Leary previously held leadership positions at UBS and Piper Jaffray.

She sits on several industry roundtable and advisory boards and is often asked to contribute her expertise. O’Leary has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.

O’Leary holds a bachelor’s degree in business finance from San Jose State University and has completed coursework toward a master’s in accounting from Santa Clara University. She is active in her community, serving as an executive board member for the Wayside Recovery Center, a treatment center for women and their families recovering from substance abuse, and has a passion for family mission work in Haiti.


Wade Pfau, Ph.D.

Professor of Retirement Income, The American College of Financial Services

Dr. Wade Pfau, is a Professor of Retirement Income in the Ph.D. in Financial and Retirement Planning program at The American College of Financial Services. He is also a contributor to The College's Retirement Income Certified Professional® (RICP®) designation program curriculum.

Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.

Dr. Pfau was a selectee for the InvestmentNews "Power 20" in 2013 and "40 Under 40" in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine's Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services.

Dr. Pfau holds a doctorate in economics and a master's degree from Princeton University, and Bachelor of Arts and Bachelor of Science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).


Kathleen M. Rehl

Rehl Wealth Collaborations

Kathleen M. Rehl, Ph.D., CFP®, CeFT® wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Having experienced widowhood herself, Dr. Rehl empowers widows financially™ and inspires their advisors. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, Investment News and many other publications. Rehl owned an independent financial planning firm for 17 years before retiring to her “encore career”—speaking, writing, mentoring and researching widow’s financial issues.


Stephen Resch

VP of Retirement Strategies, Finance of America Reverse

As VP of Retirement Strategies at Finance of America Reverse, Steve leads education and training programs about the role of home equity and reverse mortgages within a comprehensive retirement plan for financial professionals across the country. Steve also designed a proprietary illustrator software that allows advisors and their clients to simulate asset distribution strategies with or without home equity, to better visualize the potential long-term net benefit of leveraging home equity in a retirement plan.

Steve is an Investment Advisor and began his financial services career in 1987 as a fixed income analyst for T.E. Desmond Company, an Institutional Broker Dealer. During his tenure, he designed and implemented both straddle and hedging software programs to balance risk for the company’s managed portfolios. In 1994, he founded S.J. Resch Investments which provided wealth management services for both retail and institutional clients. In 2011, S.J. Resch Investments merged with ProEast Asset Management and Steve continues to design and manage equity and income portfolios that combine macro fundamentals with technical analysis.

Steve majored in Business Administration at St. John Fisher College and holds FINRA Series 7, 63 and 65 securities licenses as well as Insurance Producer licenses in Connecticut and Tennessee. Steve is a frequent speaker and expert source and has been quoted in Kiplinger’s Personal Finance, HousingWire, Reverse Mortgage Daily and other publications.


Jack Sharry

Executive Vice President, Chief Marketing Officer, LifeYield, LLC

Jack is a principal at LifeYield LLC (www.lifeyield.com), the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management and creator of the Taxficient Score®. LifeYield enables financial advisors to provide a comprehensive, tax-aware view of a client’s entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.

Jack has been a financial industry thought leader and innovator for over 35 years as an executive at Morgan Stanley, Putnam Investments and Virtus Investment Partners serving as a senior leader in sales, marketing, product development and distribution strategy. Jack led the development of the first multi-manager wholesale distribution model for advisory platforms and a patented income guarantee for advisory programs.

Jack is Chairman of the Money Management Institute's (MMI) Digitally-Enhanced Advice Committee. He is the author of numerous research papers on retirement income, Goals-Based Wealth Management and the future of digital advice. Jack has been recognized as a MMI Pioneer, a select group of industry leaders and was awarded the MMI Chairman’s Award for thought leadership.


Suzanne Siracuse

CEO/Publisher, InvestmentNews

Suzanne Siracuse is CEO and publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies and operations for the brand. Published weekly, InvestmentNews is the leading information source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data and conferences.

Ms. Siracuse has been with InvestmentNews since its launch in 1998, and formerly held the position of Advertising Sales Director and Associate Publisher before being named Publisher in January of 2006.  Her experience within the financial advisory industry has garnered wide renown and respect through her top-level relations with broker-dealers, custodians, financial advisers, mutual fund companies, insurance firms and industry associations.

Ms. Siracuse is also the Chairperson of the Board for the Invest in Others Charitable Foundation.


Liz Skinner

Special Projects Editor, InvestmentNews

Liz Skinner became Special Projects Editor for InvestmentNews in 2017 to expand the range of editorial-based projects produced in print and online. Previously, she was a reporter for InvestmentNews for six years, writing many of the cover stories and special report features she now oversees. Liz covered many different beats over the years, but most recently she focused on financial advice technology and practice management. She joined InvestmentNews after five years as a reporter for Bloomberg News in Washington, where she covered the Securities and Exchange Commission and other policy issues.


Ed Slott, CPA

President, Ed Slott & Co.

Ed Slott was named “The Best” source for IRA advice by the Wall Street Journal.

He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including the most recent, “Retire Safe & Secure! with Ed Slott (2018).

Slott created The IRA Leadership Program and Ed Slott’s Elite IRA Advisor GroupSM which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.

Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2018 Edition (IRAHelp, 2018) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2018). Slott also publishes d Slott's IRA Advisor a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.

As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. He has appeared on numerous national television and radio programs. Mr. Slott is also a consultant to financial information websites.

He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. Mr. Slott is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.


William F. "Ted" Truscott

CEO, Columbia Threadneedle Investments

Ted Truscott is the chief executive officer for Columbia Threadneedle Investments, a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. Under his leadership, the firm uses a consistent and collaborative investment approach that strives to provide better outcomes for clients.

Truscott serves on several boards across the Columbia Threadneedle and Ameriprise Financial businesses. In addition, he serves as Vice-Chairman of the Investment Company Institute’s Board of Governors and is also a member of the Board of Trustees for Middlebury College.

Truscott earned a bachelor's degree in East Asian studies from Middlebury College and a Master of Business Administration in Finance from New York University, Stern School of Business.


Phil Walker

VP of Strategic Partnerships, Finance of America Reverse

As VP of Strategic Partnerships at Finance of America Reverse, Phil is responsible for building long-term partnerships within the financial community. Over the course of his nearly 25 year career, Phil has held roles in the mortgage and investment advisory industries. In 2006, he began to focus on leveraging home equity in retirement planning as senior vice president of Network Source Funding. Phil also served as national sales manager for the reverse division of First Horizon Home Loans, a Fortune 500 company which was acquired by MetLife in 2009.

Phil is the author of the “Boomer Effect,” which was published by FA magazine and highlights the impact Boomers will have on the economy, Medicaid and the families across the country. Phil is a frequent presenter and has spoken at FA Magazine’s Retirement Symposium and the Financial Planning Association’s national conference.

Phil studied at Fullerton College and has served as a board member for the Visalia Education Foundation.


Corey J. Walther

Senior Vice President, Head of Distribution Relationship Management and Business Development, Allianz Life Insurance Company of North America

As SVP and Head of Distribution Relationship Management and Business Development, Corey Walther is responsible for leading business development and relationship management for all distribution channels at Allianz Life Insurance Company of North America (Allianz Life®). He also manages the onboarding of new market opportunities.

Walther has more than 25 years of experience in financial services. Most recently, he was chief operating officer for Allianz Life Financial Services, LLC. Prior to joining Allianz Life in 1998, Walther was an investment executive at RBC Dain Rauscher, where he built a financial planning practice focused on small-business owners and high-net-worth individuals.

Walther holds an MBA from the University of Minnesota, Carlson School of Management, as well as a BS from Moorhead State University. His professional designations include the CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), RICP® (Retirement IncomeCertified Professional), and Wealth Management Certified Professional (WMCP®). Walther is a member of the Allianz Financial Literacy Committee, which works closely with Junior Achievement and BestPrep. As an advocate for greater diversity in the workplace, he also serves on the Allianz Inclusion and Diversity Committee. Walther is chairperson and a member of the board for the nonprofit Twin Cities in Motion. Walther enjoys spending time with his wife, Janeen, and three children, and is an avid runner.


Mark Wiedman

Senior Managing Director, Head of International and of Corporate Strategy, BlackRock

Mark Wiedman, Senior Managing Director, is Head of International and of Corporate Strategy. He is a member of BlackRock's Global Executive Committee.

Mr. Wiedman is responsible for BlackRock's businesses in Europe and Asia Pacific and for global marketing. He is charged with helping to shape the firm's strategy and align resources, talent, and operating plans to serve clients and drive growth.

He joined BlackRock in 2004 to help start what became the Financial Markets Advisory Group. This group advises financial institutions and central banks on capital markets exposures. From 2011 to 2019, Mr. Wiedman was Global Head of iShares and Index Investments.

Before BlackRock, he was Senior Advisor to the Under Secretary for Domestic Finance at the U.S. Treasury and a management consultant at McKinsey & Company. He has taught law at Renmin University in Beijing and lectured on finance at Princeton, Stanford, and Yale.

Mr. Wiedman led BlackRock's 2008 sponsorship of Penny Mac, a U.S. mortgage lender and servicer. He earned an AB degree, Phi Beta Kappa, magna cum laude, in Social Studies from Harvard College in 1992, and a JD degree from Yale Law School in 1996.


Michael J. Zmistowski

Personal Financial Planner / Certified Retirement Counselor, Financial Planning Advisors

Recognized financial planning professional and Certified Retirement Counselor, Michael Zmistowski has taught retirement income planning to hundreds of financial advisors at Financial Planning Association conferences, broker/dealer meetings and www.infre.org training.

He enjoys providing his clients the power of written financial plans and wealth management techniques using practical software.


Ross Znavor

Managing Director, BlackRock

Ross Znavor, Managing Director, is the Head of Commercialization for BlackRock's Digital Wealth Solutions Group and a member of the firm's Global Retail Technology Executive Committee. His responsibilities include business development, overall platform strategy and relationship management for Institutional, Retail and Insurance clients. From 2013 to 2016, Mr. Znavor served as Head of Business Development for US Retirement and was a member of the innovation team that developed both iRetire and the CoRI Retirement indexes. Prior to these roles, Mr. Znavor was a senior member within BlackRock's Institutional Client Business Group.

Mr. Znavor's service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM he was responsible for strategy within MLIM Institutional and held roles in the Equity and Fixed Income Portfolio Management Groups. Mr. Znavor began his investment career in 1998 in Merrill Lynch's Global Private Client Group.

Mr. Znavor earned a BS degree in finance from the University of Central Florida. He is a Board Member and Treasurer of the National Arts Club in New York City.


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