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.

Sarah D. Asebedo, Ph.D., CFP®, is an experienced researcher, teacher, and practitioner in financial planning. Her goal is to connect research and practice through evidence-based methods that advance the financial planning profession and equip advisors to excel in client relationships. She is currently spearheading research focused on the application of positive psychology to financial planning, financial self-efficacy and the psychosocial environment, financial behavior change, and the financial planner/client interaction. Her work has been published in the Journal of Positive Psychology, Psychology and Aging, Journal of Consumer Affairs, Financial Planning Review, Journal of Financial Planning, Journal of Behavioral Finance, Journal of Financial Therapy, and Journal of Financial Counseling and Planning, among others. Her work has been recognized with the 2016 Montgomery-Warschauer Award (FPA/JFP); 2014, 2017, & 2018 Best Research Award (FPA/JFP); 2017 Top 40 Under 40 Award (Investment News); 2017 AARP Public Policy Institute Financial Services and the Older Consumer Award (ACCI); and the 2017 Robert O. Hermann Outstanding Dissertation Award (ACCI). Sarah is a current member and past-president of the Financial Therapy Association. She earned her Ph.D. in Personal Financial Planning from Kansas State University.

Kaitlin Hendrix is the Asset Allocation Research Director and a Vice President at Dimensional. She conducts research and analyses to evaluate and enhance investment strategies and conducts empirical research on a variety of investment topics. Kaitlin leads asset allocation research to develop value-added investment solutions that seek to meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner. 

Kaitlin has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University. She is a CFA® charterholder and a member of the CFA Society of Austin.

Carl M. Christie, MBA, CFP®, CFS®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

With nearly three decades of experience, Christie, who is based in South Florida, believes the right financial advice can help prepare you for whatever life brings – the expected and the unexpected.

As an experienced CERTIFIED FINANCIAL PLANNER™ professional and Certified Fund Specialist (CFS®), Christie specialized in retirement, investment, protection, and tax planning. He worked with individuals and families to review income and expenses, insurance coverage, tax status, financial objectives, risk tolerance, estate planning needs, and other information required to develop and implement a comprehensive financial plan.

Christie is an instructor in the CFP® program at Florida Atlantic University (FAU) and is a past volunteer leader with the Financial Planning Association of Connecticut Valley (now part of the FPA of Connecticut chapter), where he also served as president. He has also served on the FPA Annual Spring Conference and programs committee.

Christie earned his bachelor's degree from Charter Oak State College and a master's in business administration from Bay Path University.

Helena Yang is a tax manager at Spott, Lucey & Wall, Inc. CPAs. Helena’s diverse portfolio of clients includes High-Net-Worth individuals, complex partnerships with global operations and investments, as well as multi-national and multi-state companies. She specializes in working with high-net-worth families, their US and foreign Trusts, and family-owned businesses. She also has substantial experience on reporting of controlled foreign corporations (CFCs) and passive foreign investment companies (PFICs). Helena is a certified public accountant and holds a Bachelor of Science degree in Accounting and Business Administration as well as a Master of Business Taxation from the University of Southern California. She is an active member of the California Society of Certified Public Accountants, and regularly attends various international business events around the Bay Area.

Ashley is a Financial Behavior Specialist with almost 15 years of experience as a Licensed Marriage and Family Therapist.  She helps financial planners, advisors, and small-mid size financial advisory firms incorporate the principles of financial psychology, client psychology, and behavioral finance into their practice. Ashley assists RIAs who want to navigate difficult conversations with clients, increase their close rate ratio for prospects, and improve client follow-through and retention. She was the guest on episode 381 of the Kitces  Financial Advisor Success Podcast. 

Julie Littlechild is the Founder & CEO of Absolute engagement and a recognized expert on the drivers of client engagement and growth. Absolute Engagement provides award-winning engagement technology that uses real-time personal sentiment data from prospects and clients to scale a personalized experience.

Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years. She is the author of a popular blog and The Pursuit of Absolute Engagement. She has served on the national board of the Financial Planning Association and currently sits on an Investment and Wealth Institute advisory board.  In 2023 she was awarded the ‘Iconoclast’ award by Bob Veres, the Luminary award for innovation by Think Advisor and a wealthtech leadership award from WealthBriefing. The Absolute Engagement Engine was named one of the 100 most innovative wealthtech firms in 2024.

Michele Collins is a Director with MassMutual’s Advanced Sales organization. Michele joined MassMutual in 2016, having spent the last 10 years in the Advanced Markets Department at MetLife.   

As a member of the Advanced Sales team, Michele provides estate, business, charitable, retirement, special needs and financial planning case assistance to MassMutual agents and financial planners. In addition, Michele provides product and sales tools support on advanced markets case work.

Michele is a graduate of the State University of New York, College at Geneseo, and the Syracuse University School of Continuing Education (Certificate in Human Resource Management). She received her JD from Suffolk University Law School in Boston. Michele has also been admitted to the Massachusetts State Bar.

Michele is a former member of the Board of Directors and the Past-President of the Boston Chapter of the Society of Financial Service Professionals (FSP).  Michele is a volunteer with the Boston Bar Association’s M. Ellen Carpenter Financial Literacy Program.  She is also an active volunteer with New England Donor Services (NEDS).