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Amy Florian Corgenius Inc.
Sam Peters ClearBridge
Theo Epstein Chicago Cubs
Michael Hunstad, Ph.D. Northern Trust Asset Management
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Brian Ahrens PGIM Investments
Howard Nifoussi Goldman Sachs Asset Management
Stephanie Diamond Schwab Charitable
Gen. Peter Pace, USMC (Ret.) Chairman, Joint Chiefs of Staff (2005-2007)
Joe Duran United Capital
Samuel Donaldson Georgia State University College of Law
Todd Thomson Dynasty Financial Partners
George Matthews Analytic Investors
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Omar Aguilar, Ph.D. Charles Schwab Investment Management
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Rex Mathew Thomas White International
Michael L Williams Charles Schwab & Co., Inc.
Linda Lepe University of Wisconsin - Madison
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Peter Campbell Charles Schwab & Co., Inc.
James Blair Moneta Group Investment Advisors
Leslie Tabor Charles Schwab & Co., Inc.
Kate Pexa Charles Schwab & Co., Inc.
Deena Katz Texas Tech University
Tim Oden Charles Schwab & Co., Inc.
Richard Orlando, Ph. D. Legacy Capitals, in partnership with OppenheimerFunds, Inc.
Lex Sokolin Autonomous Research
Kenneth Lowe Matthews Asia
Douglas Lane Douglas C. Lane & Associates
Jeffrey Gundlach Doubleline
Shlomo Benartzi UCLA Anderson School of Management
Joshua Cooper Ramo Kissinger Associates
Hal Ratner Morningstar Investment Management
Mary Downing Pioneer Investments
Nick Georgis Charles Schwab & Co., Inc.
Tim Kochis Special Advisor, DeVoe & Co.
Mo Haghbin OppenheimerFunds
Michael Lillard PGIM Fixed Income
Sharon French OppenheimerFunds
Peter Stahl Bedrock Business Results
Tim Maurer The BAM Alliance
Benjamin Gross Visualize Wealth
Harin de Silva Analytic Investors
Liz Ann Sonders Charles Schwab & Co., Inc.
James Mooreland The Emotional Investor
Greg Laurence, CFP, CIMA, AIF Charles Schwab Investment Management
Walt Bettinger The Charles Schwab Corporation
Paul Camuto Albridge Solutions, Inc.
Janelle Woodward, CFA� Taplin, Canida & Habacht/BMO Global Asset Management
Ryan Levitt Pomona Capital
Ashley Dahl Envestnet | Tamarac
Dan Bookstaber Addepar
Travis Reeder Fi360, Inc.
Kevin Winn RedBlack Software
Jeffrey Flynn Charles Schwab & Co., Inc.
Robert Malone Charles Schwab & Co., Inc.
Michelle R. Donovan Asentiv of Western PA
Anthony Davidow Charles Schwab & Co., Inc.
Susan Kay MFS Fund Distributors
Patrick McGinnis Moneta Group Investment Advisors
Lauren Wheeles Charles Schwab & Co., Inc.
Ed Reznick Charles Schwab Trust Company of Delaware
Luke Oliver Deutsche Asset Management
Joseph Scully Charles Schwab & Co., Inc.
Jonah Berger Wharton School of the University of Pennsylvania
Neal Price Strategic Wealth Partners
Suzanne Siracuse InvestmentNews
A.J. Agarwal Blackstone
John Walsh Eversheds Sutherland (US) LLP
John Furey Advisor Growth Strategies, LLC
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Sarah Donnelly GAMCO Investors, Inc.
Dennis McCrary Pantheon
David Mazza OppenheimerFunds
Stephen Wendel Morningstar, Inc.
Ira Hammerman Securities Industry and Financial Markets Association
Jeffrey Kleintop Charles Schwab & Co., Inc.
Andy Rothman Matthews Asia
Ed Obuchowski Charles Schwab & Co., Inc.
Julie Littlechild Absolute Engagement
Jacques Gordon LaSalle Investment Management
Libby Toudouze Cushing Asset Management
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Kenneth Burrell Charles Schwab & Co., Inc.
Heath Batz Charles Schwab & Co., Inc.
Martin Prazak Charles Schwab & Co., Inc.
Benjamin Hayes Wipfli Hewins Investment Advisors
Steve Magistad Charles Schwab & Co., Inc.
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Scott Burns Morningstar
Adam Moseley Schwab Advisor Services
Christian Rodriguez Charles Schwab Bank
Paul Woolway Charles Schwab & Co., Inc.
Tiffany Hsiao Matthews Asia
Michael Johnson Gurtin Municipal Bond Management
Scott Matheson CAPTRUST
David DeVoe DeVoe & Company
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James O'Hanlon Charles Schwab & Co., Inc.
Rush Benton CAPTRUST Financial Advisors
Joanna Jonsson Capital Group, home of American Funds
Dan Candura, CFP Candura Group LLC
Karen Barr Investment Adviser Association
Greg Valliere Horizon Investments
Patrick Schussman Aristotle
Kelli Cruz Cruz Consulting Group
Dan Jurgovan JMG Financial Group, Ltd.
Jens Peers Mirova
Rupal Bhansali Ariel Investments
Bernie Clark Charles Schwab & Co., Inc.
Richard Lawrence Brandywine Global Investment Management
Jon Beatty Charles Schwab & Co., Inc.
Matt Faries Charles Schwab & Co., Inc.
Bradley Losson Charles Schwab & Co., Inc.
Kim Laughton Schwab Charitable
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Nikolee Turner Charles Schwab & Co., Inc.
Sheryl Rowling Rowling & Associates
William Bell Charles Schwab & Co., Inc.
Sheri Fitts ShoeFitts Marketing
Gail Romano Schwab Performance Technologies
Justin Kapahi External IT
Sam Hossa Charles Schwab & Co., Inc.
Brad Frey eMoney Advisor
John Salter Evensky & Katz
Mick Ebeling PH Corporation
Pattie Sellers SellersEaston Media and Veteran Fortune Writer and Editor
Michelle Thetford Charles Schwab & Co., Inc.
John Diehl Hartford Funds
John Bellows Western Asset Management
Michael Lewis Author
Bob Browne, CFA Northern Trust
Michael Nathanson THE COLONY GROUP LLC
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David Selig Advice Dynamics Partners
Frances Cashman Legg Mason
Michael Kitces Nerd's Eye View | Pinnacle Advisory Group
Christopher Desmarais GAMCO Investors, Inc.
John Humphrey Gurtin Municipal Bond Management
Kevin V. Dreyer GAMCO Investors, Inc.
Sunder Ramkumar Capital Group, home of American Funds
Kathy Jones Charles Schwab & Co., Inc.
Zinovy Iosovich Focus Financial Partners
Salim Ramji BlackRock
Mark Peterson BlackRock
Suzanne Peterson CRA Inc.
Andrew Hall Narwhal Capital Management
Karen Sandnes Mariner Wealth Advisors
Tim Coffin Breckinridge Capital Advisors
Benjamin Lee Schwab Retirement Technologies
Gary Dean TrustCore
Dustin Bench Altus Wealth Group LLC
Mike Ethridge Canterbury Consulting Inc
Jerry Cobb Charles Schwab & Co., Inc.
Kartik Srinivasan Charles Schwab & Co., Inc.
Kurt Nelson SummerHaven Investment Management
Jeff Comstock, CFP� RedBlack Software
Rob Aita eMoney Advisor
Edward Kerschner Columbia Threadneedle Investments
Chad Crouch MoneyGuidePro, created by PIEtech, Inc.
Thomas O'Meara Moneta Group Investment Advisors
Charles Covin Charles Schwab & Co., Inc.
Haleh Moddasser Stearns Financial Group
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