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Joel P. Bruckenstein is a freelance magazine writer, book author, virtual office consultant and fee-only financial advisor. He is the...
Ron Carson is Founder and CEO of Carson Wealth Management Group, a wealth planning firm in Omaha. In 1993, he founded the Peak Advisor...
Stacy E. Singer is a Senior Vice President at The Northern Trust Company, Chicago. She is the Central Region Advisory Practice Executive,...
Craig R. Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney and holds his Florida CPA license. He is a partner at...
Kim Kamin is a Principal at Gresham Partners, LLC where she serves as Chief Wealth Strategist and a Client Advisor. In that role, she leads...
Bryan D. Kirk, Managing Director and Trust Counsel, is a senior trusts and estates advisor for Fiduciary Trust, where he provides...
Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. Matt's professional...
Martin M. Shenkman, CPA, MBA, PFS, JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. His practice...
RUTH MATTSON is a Principal at Bove & Langa, PC, in Boston, where she provides estate planning and estate and trust administration...
Lowell Putnam is co-founder and CEO of Quovo, Inc., a data science platform optimized to extract, manage, and analyze financial portfolio...
Mindy F. Rosenthal is the President of the Institute for Private Investors. She specializes in the governance and wealth management needs...
Marie Swift is President and CEO of Impact Communications, a full-service marketing communications firm serving a select group of...
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