• Tad Borek, J.D.

    Borek Financial Management

    Tad Borek is a registered investment advisor and attorney based in San Francisco. Through his advisory practice, Borek Financial Management, he provides financial planning and portfolio management services. His investment strategy combines passively managed mutual funds with portfolios of individual "contrarian" stocks, selected using independent research. He is one of the top-rated experts on AllExperts.com, where he responds to questions on General Stock Investment Strategies. As an attorney, Tad does project-based work in a variety of practice areas including tax, corporate, trademark and securities law.

    Tad graduated with distinction from Cornell University's College of Engineering, and he moved to San Francisco in 1993 after completing law school at George Washington University. He opened his advisory practice in 1999. After-hours, his interests include bicycle racing, rock climbing, fly fishing, and (when encouraged by his wife) trail and marathon running.

  • Alistair Jessiman

    Novantas LLC

    Alistair is a partner and managing director at Novantas LLC, a leading consulting and information services firm helping bank, brokerage, insurance, asset management and private wealth management firms worldwide grow revenue and profit. Alistair's primary focus is Wealth Management, for which he specializes in business strategy, including customer operating model design, product line assessment, pricing & segmentation, and retention management. From 1979 through 2001 Alistair led major client change management processes for J.P. Morgan. Alistair graduated with honors from Dartmouth College. He is a Certified Financial Analyst (CFA®).

  • Michael E. Kitces, MSFS, CFP, CLU, ChFC, RHU, REBC

    Pinnacle Advisory Group

    Michael Kitces is director of financial planning for Pinnacle Advisory Group (www.pinnacleadvisory.com), a fee-based Private Wealth Management firm that manages nearly $600 million of client assets, located in Columbia, Maryland. In addition, he is the publisher of the e-newsletter "The Kitces Report" and the blog "Nerd's Eye View" through his website Kitces.com (www.kitces.com), dedicated to advancing knowledge in financial planning. Beyond his website and his work with Pinnacle, Michael is an active writer and editor and has been quoted and featured in numerous national trade and consumer publications regarding a variety of financial planning issues, and he speaks often at financial planning conferences throughout the country. Michael has also served as an editor and reviewer for several books printed by National Underwriter, co-authored "The Annuity Advisor" and "Tools & Techniques of Retirement Income Planning", and he is an active member of the Financial Planning Association for both his local Maryland chapter and nationally.

    Michael graduated magna cum laude from Bates College with a Bachelor of Science degree in Psychology, and has also received his Master of Science degree in Financial Services from the American College and his Masters in Taxation form the University of Tulsa. He has also earned numerous graduate certificates and certifications, including the CFP®, CLU, and ChFC designations. Michael is a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of our profession. Michael welcomes your comments and questions at michael@kitces.com.

  • Nancy Langdon Jones, MS, CFP®, CSA, AEP.

    President, NLJones, Inc.

    Nancy is a financial planning consultant in Southern California, where she is active in the San Gabriel Valley Chapter of the Financial Planning Association. She is past president of IAFP Chapter and ICFP Society, and past president of the Pomona Valley Estate Planning Council.

    Nancy has a master's in Financial Planning from the College for Financial Planning. She is an accredited estate planner, a certified senior advisor, and she is listed in Marquis' Who's Who in America, Who's Who in Business and Finance, Who's Who of American Women, and Who's Who in the World. Nancy is a National Top Ten Business Woman for the American Business Women's Association and she received the Pioneer Award from the Inland Empire Chapter of the National Association of Women Business Owners. She is frequently quoted in the media, and has been the featured advisor for three Money Makeovers for the Los Angeles Times and another for USA Today. She is part of the FPA Career & Professional Development Strategic Team, the NASAA Investment Advisor Competency Exam Advisor Council, and she volunteers through the American Red Cross disseminating Disaster recovery information.

    Moderating the Career Development/Getting Started Discussion Boards at Financial Planning Interactive led to writing her first book, "So You Want to Be a Financial Planner: Your Guide to a New Career" ©September, 2001. The fourth edition was published in 2007. In the January 2002 issue of Financial Planning, readers chose Nancy as one of the four most influential people in the financial planning profession.

  • Eric M. Teal

    First Citizens Bank

    Eric Teal is chief investment officer of the Capital Management Group at First Citizens Bank, a position he has held since the start of 2003. His responsibilities include the investment management and oversight of approximately $7 billion in assets under management. He oversees asset allocation, overall investment strategy, and equity and fixed income portfolio management for the bank. He is responsible for actively conducting and overseeing research and management of all structured equity investment products. Prior to joining First Citizens, he served as director of equities, managing active investment strategies for Wachovia's mutual fund company, Evergreen Investments. He began his career as responsible for the management and oversight of the quantitative index and enhanced index products for Evergreen. Eric received a BA in Economics and International Studies from Rhodes College and an MBA in Finance from the University of Memphis, where he received a scholarship in the area of Investments and Finance. He also attended the London School of Economics. He is frequently seen and quoted in the media on the markets and investing and is a guest speaker at many seminars around the country on topics facing the institutional investor.

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