I practice employment law. I say "practice" because every day I learn something new - about the law, about the clients I work with, about my colleagues and about other lawyers. I like to think that after more than 30 years of practice I can put this knowledge to good use. And I try to do that every day. But mostly I am so very fortunate to be doing something I love with some of the best and brightest clients and colleagues a professional could hope for.

I like to think that the right intersection of passion, skill and fearlessness makes a difference in this profession. If you agree, I hope we get a chance to solve some problems together - and enjoy ourselves while doing so.

Jim Marrocco, CFP® is the founder and head financial planner at Thinking Big Financial, Inc. Thinking Big Financial is a fee-only financial planning firm specializing in working with the LGBTQ community.

Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tucson, AZ.

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.

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

Mike Byrnes, a national speaker and Owner of Byrnes Consulting, LLC, works with advisors to help them become even more successful.  He is a recognized thought leader on practice management topics and has been published 400 times in over 40 media outlets throughout the financial services industry.  He has over 30 years’ of expertise is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas.  He specializes in helping businesses grow by utilizing the right mix of branding, PR, websites, emails, social media, sales, events, advertising, direct mail, marketing collateral and research.  In his free time, Mike serves as a volunteer consultant and speaker for Empower Success Corps helping hundreds of charities in New England. Mike received his MBA from Boston College and BS from Saint Michael's College.  Learn more at ByrnesConsulting.com.