Laine started his first company at age 18, growing and eventually selling, allowing him to follow in his father’s footsteps and enter the family-owned financial services business in 1995.  Working alongside his father, Bob Schoneberger, Laine worked his way up to become President of Campbell, Schoneberger & Associates, Ltd., in 2007.  After his father retired, Laine grew the company, merging it with another financial services company.

For 19 of his 25-year career in the financial services industry Laine carried several securities licenses managing over $150,000,000 for his clients.  In 2012 Laine decided to exit the securities business, selling the investment practice to his partner to focus on his family and growing his insurance-based practice, Strategic Insurance Inc.

Strategic Insurance quickly became a nationwide Brokerage General Agency specializing in business and estate planning, emphasizing insurance-based and tax strategies.  Laine has mentored and coached several hundred advisors across the country.

In January 2019, Laine sold his majority interest in Strategic Insurance Inc. to his partner to focus his attention on Yrefy.

Laine is a graduate of and holds several professional designations from the American College of Financial Services, including the ChFC (Chartered Financial Consultant, May 2003) and CLU (Chartered Life Underwriter, September 2006), and the LUTCF (Life Underwriter Training Council Fellowship, March 1998) designations.

As a founding member and the Chief Investment Officer & Managing Partner of Yrefy, LLC, most days are spent overseeing capital raise for the company working alongside the Investor Relations Team directly with Investors and Investment Advisors. 

Yrefy is a company founded on Innovation; Laine spends significant time working with his Partner, Don Fenstermaker, enhancing the product design and developing the software that drives the company.   

Laine and his wife Lisa, both Arizona natives, were married in November 2000 and have four children.  Laine enjoys time at the family cabin and doing anything outdoor-related with his family and friends.  

AJ Boury is the Chief Operating Officer at TIFIN Wealth, where he oversees the marketing, client experience, client success, and operations functions. He previously served across TIFIN’s portfolio, leading its corporate communications & marketing functions. Prior to TIFIN, AJ served as Vice President, Segment Marketing at Prudential Financial. He led a team responsible for the acquisition and retention marketing efforts against key customer segments. AJ previously held advertising, marketing, and business development roles at Citi, and led multiple accounts at leading integrated marketing agencies in New York. He graduated from the College of New Jersey.

AdamBilmes, CIMA®, CFP®, CRPC® is the Vice President of Digital Strategy and WealthManagement at Franklin Templeton. Prior to joining Franklin Templeton, Adam ledsales teams as Managing Director, Head of Sales and Partnerships North Americaat ABAKA. As Vice President, Senior Strategic Account Manager atOppenheimerFunds, Adam led a cross-functional team including investments,marketing, client service, operations and business intelligence to drive salesgrowth at key accounts. Previously, Adam was a financial advisor at firmsincluding Ameriprise and JP Morgan. He graduated from NYU Stern School ofBusiness with his MBA and from Rutgers University with his BA.

Angeline Chen is a corporate attorney with more than 25 years of corporate experience spanning the aerospace and defense, manufacturing, and industrials industries. She has expertise in US national security, cybersecurity, risk management, governance, regulatory compliance, and mergers and acquisitions. Ms. Chen holds undergraduate and law degrees from Villanova University, a Master of Laws from Georgetown University Law Center, and an MBA from the University of Maryland. She is currently pursuing a Master of Science in cybersecurity at Brown University.                                                                                                                                

Ed Rodbro is a member of the Charitable Estate Planning Team for the American Heart Association. In his work with professional advisors, Ed promotes gifting strategies and tools that support the life-saving mission of the American Heart Association and helps fulfill the heartfelt needs and desires of donors and their loved ones. Ed is a member of the Financial Planning Association’s Metro New York chapter. Ed received his undergraduate degree from Trinity International University and earned his Chartered Advisor in Philanthropy (CAP®) designation from The American College.     

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.

Michael P. Rapps is the principal attorney and wealth advisor at Rapps & Associates, PLLC, where he focuses on estate and succession planning, wealth transfer, and asset preservation for high-net-worth clients. He also serves as an adjunct professor at NYU’s School of Professional Studies, teaching graduate courses in financial planning, insurance planning, and estate planning. Michael holds industry certifications including Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), and Certified Exit Planning Advisor (CEPA®)."

Regional Director and Vice President Ashley Ilardo works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional's specialty groups and communities. She is the leader of Dimensional's Women and Wealth Community, Dimensional's largest client community, which brings together advisors to better support women investors across different demographics and life stages. She also serves as Chair of the firm's Women's Inclusion Network.

 In her career at Dimensional, Ashley has worked with some of Dimensional's largest and most complex client relationships as part of the Enterprise and Bank Trust Groups.
 
Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.

Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades strategic consultant, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.

Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.

But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures, including Soothe Your Senses, an organic aromatherapy product line she launched in 2001. What started as a passion for health and wellness expanded into an international spa brand — with retail distribution in 30 U.S. states and five countries — that grew 250-percent annually for eight years. 

As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plan that led an RIA firm to grow from $1 billion in assets under management (AUM) to more than $5 billion in AUM in five years. Under her leadership, Beyond AUM continues to assist firms, big and small, to reach their goals. Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future. 

Under the direction of Gretchen and her fellow co-founder, Beyond AUM's marketing strategy was recognized by My Perfect Client and Masters in Accounting, and the team led the development of a personal finance blog that was named a Top 50 Financial Advisor Blog by Michael Kitces in 2014 and 2015. Gretchen has been a featured speaker at numerous industry events and conferences, hosted by leading organizations such as eMoney, the National Association of Personal Financial Advisors (NAPFA) and Financial Advisor Magazine.

Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. Prior to her career in FinTech she served as an Assistant Professor teaching courses in personal financial planning and working in the financial planning field. Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on the impact of financial behaviors and financial backgrounds. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most notably, she served as a co-author for the CFP Board’s book - Client Psychology - and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist – I designation and is an Accredited Financial Counselor.

Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.

Tammy Lee is a practicing CFP with US Capital Wealth Advisors while concurrently running RIA Strategic Implementation & Execution (RIASIE), partnering with advisors to scale their practices as a Fractional COO and Implementation Specialist. Tammy's goal is to help advisors build the roadmap they need to make access to quality

financial advice and wealth more accessible to everyone.

With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE

Liz specializes in in financial solutions for families with special needs dependent children of all ages.  She has ample experience in special needs planning and was a live-in care giver in the past.