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Kelly Adams, Harbor Light Planning LLC
After acquiring eight years of experience in tax compliance and planning, Kelly changed her focus to comprehensive financial planning after consistently seeing a need for this type of service among the clients she serviced.
Kelly began practicing life-centered financial planning after completing the Cambridge Advisors Advantage training program in 1998 offered through the Alliance of Cambridge Advisors. She spent over five years working with nationally recognized advisor, Bert Whitehead, JD, MBA, founder of Cambridge Advisors and President of Cambridge Connection, Inc., as an advisor and eventually partner.
Kelly holds a Bachelor of Arts from Michigan State University's College of Business. She has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards. Kelly has also earned the designation of Enrolled Agent from the Internal Revenue Service.
Kelly is an active member and educator for the Alliance of Cambridge Advisors. She is an active member of the National Association of Personal Financial Planners (NAPFA) and the National Association of Tax Practitioners (NATP).
Harbor Light Planning, LLC was founded in December of 2003 upon principles that place the utmost value on our clients' financial goals and objectives.
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John Bogle
John C. Bogle is the longest-serving leader in the U.S. mutual fund industry. After graduating from Princeton University in 1951 with an AB degree in economics, magna cum laude, he joined Wellington Management Company. In 1974, he founded The Vanguard Group, serving as chief executive and then senior chairman through 1999, and since then as president of its Bogle Financial Markets Research Center. In 1975, he founded the world’s first index mutual fund. With current fund assets under management totaling some $2.5 trillion, Vanguard is the largest mutual fund organization in the world. In 1999, Fortune magazine named John one of the investment industry’s four “Giants of the 20th Century,” and in 2004, Time magazine named John one of the 100 “Most Influential People in the World.” A prolific writer and speaker, John is the author of many books, including most recent titles The Clash of the Cultures: Investment vs. Speculation (2012), Don’t Count On It! (2011), Enough. (2008), and The Little Book of Common Sense Investing (2007). The Man in the Arena, the story of “his lifelong battle to serve investors first” (2013), was sponsored by the Institute for the Fiduciary Standard. |
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Brent Burns, Asset Dedication
Brent Burns is the president of Asset Dedication. He brings more than a decade of financial and investment expertise to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. His work with Asset Dedication began at the University of San Francisco, where he partnered with co-founder Stephen Huxley as a McLaren Research Fellow to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. Previously, Brent was an investment advisor for Morgan Stanley in Orinda, California, targeting small business owners. Brent also ran an independent consulting business for small firms and managed the Family Office for his own family. He is the co-author with Stephen Huxley of Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004). Brent holds an MBA from the University of San Francisco and is also a former world-class track and field athlete. He was a member of the U.S. National Track and Field Team in 1994 and three-time finalist at the U.S. Olympic Trials in the pole vault. |
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Bill Cuthbertson, Fiscalis Advisory Inc.
Bill is a native Southern Californian who came to the financial planning profession in 1999, before finishing a 27 year career in public safety and pre-hospital medicine. He discovered his aptitude and interest in financial planning during this previous career while also gaining a decade of experience in employee-employer relations, serving more than 500 firefighters in their employment dealings with the County of Orange.
Since 2004, Bill has operated a successful lifestyle practice in San Juan Capistrano, California, serving a focused client base of widows, retirees, and professionals as their personal financial advocate and CFO.
Bill holds an honors MBA from the Walker School of Business & Technology at Webster University, and a graduate certificate in Personal Financial Planning from the University of California. He is a CERTIFIED FINANCIAL PLANNER™ professional, a NAPFA-Registered Financial Advisor, Registered Life Planner with Kinder Institute, and a Federally licensed Enrolled Agent.
An active member of ACP since 2003, Bill served on the Board of Directors from 2007 through 2010. Also a member of the Financial Planning Association, Bill is currently Chairman of the Board of the more than 500 member strong, FPA Orange County Chapter, where he served as Chapter President in 2013.
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Nick DiMatteo, Twenty Over Ten
Nick DiMatteo is both a Co-Founder as well as Developer and Designer at Twenty Over Ten. With a background in both graphic design and web development, Nick focuses on creating engaging features and elegant UX solutions for Twenty Over Ten. In addition, he helps clients create a unique and impactful website that fits their brand and identity. |
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Rick Ferri, Founder, Portfolio Solutions
Richard (Rick) Ferri is responsible for research and education at Portfolio Solutions and is also a member of the firm’s investment committee. Rick has over 25 years of experience in the investment industry, including more than 10 years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a BS degree in business and from Walsh College with an MS degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively, including six books on low-cost investing using index funds and ETFs. His blog is www.RickFerri.com. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps, where he flew fighter aircraft. |
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Joel Hefner, Vice President, Dimensional Fund Advisors
Joel Hefner is a vice president in Dimensional’s Financial Advisor Services Group and responsible for ACP's relationship. For 15 years, he spearheaded the firm's extensive financial advisor conference and seminar system. He currently oversees the network of Dimensional lead advisor study groups while frequently speaking at industry and client events across the country. A former senior manager of a Big Five accounting firm, Joel was also the chief portfolio manager for a large fee-only advisory firm, managing more than $1 billion in client accounts. A CFA Charterholder, Joel graduated with a BA in economics and political science from California State University, Chico, and an MA in economics from the University of California, Santa Barbara. |
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Ed Jacobson, President, EAJ Associates
Ed Jacobson is a psychologist whose practice includes coaching, consulting, training, public speaking, and writing. Ed presented at ACP’s 2012 Conference, moderated a life-planning panel at the conference, and gave a post-conference workshop. Ed has pioneered the use of positive, strength-based approaches for the financial planning profession through developing the Positive Financial Planning framework. His coaching, consulting, workshops, and presentations blend the insights, wisdom, and tools derived from positive psychology, neuroscience, appreciative inquiry, and his decades of professional experience. Ed earned his psychology PhD at Indiana University and his MBA at the Wharton School of Business at the University of Pennsylvania. He is the author of "Appreciative Moments: Stories and Practices for Living and Working Appreciatively." |
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Colleen Jaconetti, The Vanguard Group
Colleen Jaconetti, CPA, CFP®, is a senior investment analyst in Vanguard Investment Strategy Group. She is part of the team responsible for establishing and overseeing the investment philosophy, methodology, and portfolio construction strategies used to support Vanguard’s advisory services, products, and strategies. Colleen’s areas of expertise include portfolio construction and financial planning, with specialization in retirement planning topics, retirement income solutions, and wealth management strategies. Before her current role, Colleen spent three years in Vanguard Personal Financial Planning and Vanguard Advice Services, creating and reviewing financial plans for Vanguard clients and developing advice products and services. Colleen has more than 15 years of experience in the financial services industry. She earned a BA and MBA from Lehigh University. |
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Michael Kitces, Pinnacle Advisory Group
Michael Kitces is a partner and the director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland, that oversees approximately $1.3 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession. |
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Linda Leitz, CFP, EA, CDFA, It's Not Just Money
Linda Y. Leitz, CFP®, EA, CDFA, is a Certified Financial Planner™ and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service and is a Certified Divorce Financial Analyst. Linda is co-owner of It’s Not Just Money and Divorce Solutions. Before becoming a financial planning professional, Linda held several executive positions in the banking industry. She has a Bachelor of Business Administration from Principia College and an MBA from Southern Methodist University, and is a student in the PhD program for Personal Financial Planning at Kansas State University. Linda has been an ACP member since 2000 and has served on numerous committees, worked as a trainer and coach for new members, and spoken at several conferences. |
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Mike Lynch, Lynch Financial Advisors
Mike Lynch, MBA, is the founder of Lynch Financial Advisors, a privately held financial, tax, and life-planning company serving clients throughout California. Lynch Financial Advisors’ client base includes individuals, couples, and small business owners. Mike’s breadth of knowledge, from taxes to asset management and liability controls, has allowed him to save – on average – tens of thousands of dollars every year for his clients. He has more than 14 years of experience in the financial industry. Prior to founding Lynch Financial Advisors, Mike had been part of three different tech start-ups. The last one was sold to a publicly traded company. In addition to working with individuals and couples, Mike works extensively with small businesses, providing business consulting and coaching. |
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Lori Neidel, Neidel Law
Lori Neidel has an extensive background in the financial industry, giving her clients the benefit of an attorney with experience in retail investing, institutional investing, and as a regulator. With her background, you don’t have to choose an attorney proficient in the securities laws but lacking industry experience. Lori first came to the financial industry as a registered representative of a large national broker-dealer. While there, she held the Series 6 and 63 licenses until she left to pursue her law degree. Lori’s regulatory experience comes from serving as the Chief Enforcement Counsel of the Missouri Securities Division. As the head of the Enforcement Section, she led the division’s staff of auditors and investigators in examinations of broker-dealers and investment advisers, and in investigations of violations of state securities laws. Lori was the lead attorney on numerous matters involving compliance failures and cases of securities fraud involving an array of complex financial products. While at the division, Lori developed an interest in the area of compliance and completed FINRA’s Wharton Institute for Certified Regulatory and Compliance Professions, earning the CRCP designation. In November 2010, the governor of Missouri appointed Lori to serve on the Board of Trustees of the Missouri State Employees Retirement System, an $8 billion public pension fund covering 55,000 state employees. Lori was elected vice chair of the Board of Trustees in 2011. Lori is also an approved FINRA arbitrator. She enjoys serving her community by being a board member of Columbia’s New Century Fund and Columbia Missouri’s Police Retirement Fund. |
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Ken Robinson, Practical Financial Planning
Ken Robinson is a former lawyer who founded Practical Financial Planning in 1996. He joined ACP in 2000. Ken is a member of National Speakers Association and is a frequent presenter of the Continuing Legal Education program "Financial Planning for Lawyers." He is also known for the groundbreaking book "Don't Make a Budget: Why It's So Hard to Save Money and What to Do About It," as well as the music video "It Won't Go to Zero,” which was featured at the NAPFA National Conference. |
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Sheryl Rowling, tRx
Sheryl Rowling is the CEO of Total Rebalance Expert and is the principal at Rowling & Associates. She has been providing tax and financial planning advice since 1979. She is the author of Tax & Wealth Strategies for Family Businesses. She also has been recognized as a Top Financial Advisor (Worth), 5-Star Wealth Advisor (San Diego magazine), and One of 100 Most Influential (Accounting Today).
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Ryan Russell, Twenty Over Ten
Ryan Russell is Co-Funder of Twenty Over Ten as well as Chief Designer. Ryan's expertise in brand and identity design, user experience and user interface make him uniquely suited to help clients achieve their brand vision in a digital space. His blend of design and entrepreneurial expertise helps drive the direction of the company. Ryan is also an Associate Professor of Design at Penn State University.
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Samantha Russell, Twenty Over Ten
Samantha Russell is the Director of Sales & Marketing at Twenty Over Ten. With a background in Public Relations, Marketing, and Client Relations, Samantha focuses on helping new clients understand the value of their online presence and connecting them with the marketing tools and digital solutions they need to effectively manage their brand. Sam also provides client coaching on social media integration and marketing tools such as Google Analytics and Google Adwords. |
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Jerry Skapyak, Low Load Insurance Services
When fee-only advisors want an expert at retirement funding risk management solutions, Jerry is the one they turn to. That’s why Low Load Insurance Services brought his family and him to sunny Florida in 2008.
Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich Life Insurance Company and Western-Southern Financial Group, before joining LLIS. During his ascent, he handled product development, intelligence analysis, and advisor services.
Jerry’s 20 years in this industry analyzing, studying, and researching annuity products have made him the go-to guy for advisors with clients seeking to ensure they don’t outlive their savings. He is licensed for life and health insurance products and -- even more important than his product knowledge -- Jerry knows people. He is skilled at assessing clients’ needs and the benefits most important to them, then tailoring the right product to fit their unique circumstances.
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Bert Whitehead, President, Senior Advisor, Franklin Office, Cambridge Connection
Bert Whitehead is the founder and CEO of Cambridge Connection and founder of ACP. He is admitted to practice in the United States Tax Court, Federal District Court, and Michigan Courts. Bert is a member of NAPFA (National Association of Personal Financial Advisors), FPA (Financial Planning Association), and NATP (National Association of Tax Practitioners), as well as a member of the State Bar of Michigan. Recognized as leading authority on financial planning, Bert is a regular speaker at industry conferences and is often quoted in the Wall Street Journal, Investment News, and many others. He has written "Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction" and developed "Deduct It! Deduct It! Charitable Donation Tracker." |
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Russell Wild, President, Global Portfolios
Russell Wild is a fee-only advisor based in Philadelphia. He is the author of "Exchange-Traded Funds for Dummies," "Bond Investing for Dummies," and "Index Investing for Dummies." He has co-authored "One Year to an Organized Financial Life." |
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Scott Witt, Witt Actuarial Services
Scott Witt owns Witt Actuarial Services, a nationally recognized consulting firm providing fee-only insurance advice. Scott provides advice on life insurance, annuities, and long-term care, and he works directly with high-net-worth individuals or their professional advisors. Scott is a fellow of the Society of Actuaries, a member of the American Academy of Actuaries, and a Financial Services Affiliate member of the National Association of Personal Financial Advisors. |
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