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Zvi Bodie is the Norman and Adele Barron Professor of Management at Boston University. He holds a PhD from the Massachusetts Institute of Technology and has served on the finance faculty at the Harvard Business School and MIT's Sloan School of Management. \nProfessor Bodie has published widely on pension finance and investment strategy in leading professional journals. His books include The Future of Life Cycle Saving and Investing and Foundations of Pension Finance. His textbook, Investments, coauthored by Alex Kane and Alan Marcus is the market leader and is used in the certification programs of the CFA Institute and the Society of Actuaries. His textbook Financial Economics is coauthored by Nobel Prize winning economist, Robert C. Merton. His latest book is Worry Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals. In 2007 the Retirement Income Industry Association gave him their Lifetime Achievement in Applied Retirement Research Award. \n

Stephanie Sammons spent over 15 years in the financial services industry at two of the largest global wirehouse firms, Merrill Lynch and UBS, serving as a Financial Advisor, Branch Manager, and Regional Marketing Manager.In her various positions at both firms, Stephanie completed two high-level corporate leadership development programs and served in a leadership capacity to thousands of financial advisors while managing a book of high net worth clients. She developed and implemented numerous successful financial advisor training programs around personal branding, niche marketing, client management and acquisition, and referral marketing at both Merrill Lynch and UBS. In addition, Stephanie led high level sales and marketing campaigns, client events, and financial advisor top producer initiatives.\n\nStephanie holds the professional CFP® designation as well as Series 3, 63, 65, 7, 9, and 10 licenses. She is a regular contributor to the Social Media Examiner and Horsesmouth.\n\nOut of her passion for marketing, relationships, financial services and technology, Stephanie founded WIRED ADVISOR™ to help financial advisors, financial services firms, and strategic partners position for success in a wired world. Stephanie's unique industry background, financial advisor sales and marketing experience, and knowledge of industry regulations have catapulted her as a reputable expert in the field of online new media marketing and social media.\n\n

Zohar Swaine oversees the TD Ameritrade Institutional Strategy, Analytics, and Reporting group. In this role, he is responsible for designing and implementing advisor-based strategies as impacted by new product and capability introductions, sales and servicing strategy, marketing, client segmentation, and other internal processes.\nPrior to joining TD Ameritrade Institutional, Swaine worked for JP Morgan and First Manhattan Consulting Group in similar roles.\nSwaine graduated from the Stern School of Business at the New York University with a concentration in Finance and International Business.