Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Paul has authored or co-authored nine books and hundreds of professional articles on estate and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought after speaker and consultant due to his innate ability to see through complexities and explain difficult and even boring subjects in understandable and entertaining language. He minces no words in doing so. Along the way, Paul’s been a father, husband, lawyer, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror and a defendant, and he uses his experience in these myriad roles to guide others.

Klementina (Tina) X. Sula is the Sr. Director of Family Philanthropy at the Jewish Federation of Detroit. She advises multigenerational families on how to give on purpose, helping them align their philanthropy with their purpose and values while engaging the next generation with the family philanthropy. She also teaches networking at the University of Michigan. She also has experience in alumni engagement, global philanthropy, and healthcare philanthropy. She holds a B.A. in Political Science, a Master of Public Policy degree, and a M.A. in Higher Education – all from the University of Michigan.

Erinn Andrews’ bio includes creating a philanthropic start-up that was acquired by GuideStar, then led GuideStar’s nonprofit strategy, moved on to heading a philanthropic think tank at Stanford University, and finally founded GiveTeam (a philanthropic advising firm) with a mission statement “To help donors give more, give better, and give now.” She currently serves on the national board of Advisors in Philanthropy (AiP). 

Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

He’s the self-proclaimed “Geek” at CyberFin. Daniel loves to solve business challenges with technology. With 20 years’ experience in the tech space and the last 7 years providing cyber services to Financial Services organizations and their customers, Daniel knows the importance of cyber security protection. Daniel says he has the best job at the company, combining his passion for technology and education in his quest to eliminate cybercrimes and regulation fines in the SMB space.

Dr. Adams leads the Autism Research Program at Arizona State University, and the ASU Biodesign Center for Health Through Microbiomes. He's a graduate of Duke University and The University of Wisconsin at Madison.  He is a co-founder and president of Gut-Brain-Axis Therapeutics inc.  He has an adult daughter with autism.

Victor Rohe is a Regional Director for MFS. In his role he shares MFS’s intellectual capital and resources with financial advisors in the greater metro DC area. He’s been in the industry for more than 20 years, including 11 years at JPMorgan and the last 3 at MFS Investment Management. Victor is a graduate of the University of Central Florida and holds a CIMA designation from the Wharton school of business. Vic lives in McLean Virginia with his wife Samantha and his dog Dexter.

Ben has almost 20 years of experience running technology and operations for multiple registered investment advisors. He’s planned and executed many system implementations of key technology providers to advisors.  Whether it’s standing up the technology for a spin-off firm with no down-time, rescuing a floundering system implementation or transitioning a platform while minimizing disruptions, he works hard to make sure that you can focus on your clients. In his various roles in the industry, Ben has become an expert in multiple advisor technologies including Tamarac Reporting, Tamarac CRM, Practifi, PreciseFP, Morningstar, MyComplianceOffice, and Smarsh as well as non-advisor specific technology like Okta, Box, Office 365, various communication platforms like Teams, RingCentral and Zoom as well as different productivity tools like Asana and Docusign. 

With his extensive experience, Ben brings a level of insight and understanding that can only be found by someone who’s done the work.

David is a US CPA licensed in CA. He has over a decade of experience in US taxation, primarily focused on cross-border tax complexities. He was previously part of the PWC private client team in Switzerland before starting his own firm, Quist US Tax and Consulting GMBH. He is based in Zurich, Switzerland.

Mary Kate GulickCMO, Head of Marketing & PR Services | Ficomm PartnersMary Kate Gulickis an award-winning marketing veteran, creative leader, content marketing pioneer, Amazon bestselling author, WealthManagement.com’s 2022 CMO of theYear, and a finalist for 2023’s Innovator of the Year. More than anything, she’s a true believer in the power of independent financial advisors and unbiased planning to transform the world by helping ordinary families build the kind of wealth that empowers them to live out their highest purpose and make their communities stronger. 

“It should be as common for a 30-year-old in the US to have a financial planner as it is to have a dentist,” said Gulick. “And this only happens if we have the courage to change how the profession communicates its unique value to the market.”Today,Gulick serves as CMO and head of marketing & PR services for Ficomm Partners, an award-winning growth marketing agency dedicated to helping RIAs, wealth management platforms, and asset managers crush their growth goals. 

Prior to her time at FiComm, Gulick led marketing at Carson Group as their Chief marketing officer and SVP of Advisor Marketing. In these roles, she overhauled the marketing services offering, dramatically expanded digital marketing capabilities, built out the consumer lead generation program, rebuilt the advisor marketing program to achieve record lead generation, built the company’s first end-to-end analytics program, set records for media coverage and ads efficiency, and launched the company’s unified brand messaging strategy. Before that, long-time client TD Ameritrade tapped her to head up brand, creative, digital, and content marketing for the Institutional business, where she developed a keen understanding of the needs of RIAs and independent advisors while building the company’s award-winning content marketing program and category-leading digital presence. All of this was after a full career leading a global marketing team at IBM, as well as creative and strategy teams at award-winning digital marketing agencies.