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.

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.

Duane is president of Potomac Strategies, LLC, a legislative and regulatory consulting firm founded in 2009. He has 25 years of experience specializing in analysis and advocacy work related to federal and state regulation of financial advisors. Duane is a periodic contributor to the Investment and Wealth Institute’s flagship publication, Investments & Wealth Monitor, as well as Prudent Practices for Investment Advisors, a publication of Fi360, Inc., a Broadridge company. Duane holds the Accredited Investment Fiduciary Analyst designation, a Master's in journalism from the University of Missouri-Columbia, and a Bachelor of Arts with a double-major in history and studio art from Principia College in Elsah, Ill. 

Ross advises individuals and business owners on the preservation, growth, and transfer of wealth. Prior to joining Brown Brothers Harriman & Co. in 2017, Ross was in private legal practice, where he focused on estate and gift tax planning, tax-exempt organizations, and closely held business succession planning. Ross recently obtained a master's degree in applied positive psychology from the University of Pennsylvania. Additionally, he received his B.A. from the University of Pennsylvania, where he graduated cum laude, an LL.M. in taxation from the Temple University Beasley School of Law, and a J.D. from the University of Pennsylvania Law School.

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.

Bridget Grimes, CFP® has extensive experience working in finance and corporate America. After personally experiencing the barriers women face in the industry, she launched her own firm WealthChoice, a financial planning firm focused on helping women executives and their families. A passionate advocate of women, Bridget co-founded Equita Financial Network, the first platform to solely focus on women-led financial planning firms and designed specifically to support them launch their own practice. A frequent speaker on all things women and money, Bridget is also the author of "Corner Office Choices: The Executive Woman's Guide to Financial Freedom.

Marie Swift is Founder and CEO of Impact Communications (www.ImpactCommunications.org), a full-service PR and marketing communications firm that works solely within the financial services industry. A prolific writer, Swift’s commentary has been published by Barron’s, Wall Street Journal, MarketWatch, Forbes, Financial Planning, WealthManagement.com, NAPFA Advisor, RIA Intel, RIABiz, Financial Advisor, ThinkAdvisor, and more. She was named to the ThinkAdvisor Luminaries Class of 2021 for Thought Leadership, and the firm was honored a finalist in the Wealthies Awards in 2021 and 2022. Swift has spoken and presented at NAPFA, FPA, Cetera, AICPA PFP/CIMA, ACP, T3, InvestmentNews, Financial Planning, Financial Advisor, Morningstar, Fidelity, Transamerica, Barron’s, Schwab, and Pershing conferences.

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).

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.

Steve Resch, CLTC,  is Vice President of Retirement Strategies for Finance of America Reverse, where he leads education and training programs for financial professionals. Steve is also an investment advisor, partner in a wealth management firm, and designer of ""The Reverse Illustrator,"" a proprietary program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source and frequent speaker at both national and regional professional conferences and has been interviewed by various media outlets including Yahoo Finance, Nasdaq Trade Talks, MarketWatch, Barron's and more.

Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations.

Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.

Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money?

In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.

His latest book is Wealthier: The Investing Field Guide for Millennials. https://wealthierbook.com

Dan is a regular blogger for Advisor Perspectives.

Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School. 

He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.

He was formerly a registered investment advisor with several prominent advisory firms.

He resides in Bonita Springs, FL with his wife, Patricia.