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Zach joined Securities America in January 2006. He began his career as a field representative of National Life of Vermont and Equity Services, Inc. In his current role Zach is responsible for the Annuity and Insurance Business lines and Income Distribution Planning. He has been involved in the development of practical income distribution solution tools for Securities America’s advisors and has worked to enhance the Income for Life™ Illustration system and has been involved in the development of many of the NextPhase™ Income Distribution Solutions including the “Capturing the Income Distribution Opportunity” whitepaper and the “ROI* Profile”. Zach received a Judges Grant from the FPA “Financial Frontiers Awards” program for his Income-Harvesting Strategy: whitepaper. This paper was published in the August 2008 edition of the Journal of Financial Planning. He can also be heard on the “Master Series” podcasts on AdvisorPod.com, the Master Series podcast focuses on providing insight into the business practices of the industry’s elite financial advisors. Zach earned a Bachelor of Science in Business Administration with emphasis in Finance from the University of Nebraska, Lincoln and is working towards his Masters in Business Administration at the University of Nebraska, Omaha.

Yonhee is an owner, Principal and currently serves as the Chief Operating Officer at JMG Financial Group in Oak Brook, Illinois. She is also a member of the Executive Committee and Board of Directors. JMG Financial Group is a wealth management firm that specializes in comprehensive financial planning and investment management services to high net worth individuals. In addition to overseeing the day-to-day and long term operations of the firm, she is responsible for employee and career development. She has been with JMG since 1986.\nPrior to her current role, she provided financial planning services to clients, focusing on cash flow management, retirement planning, investment strategies, and income and estate tax minimization.  As director of the firm’s trust and estate compliance group, she helped manage the firm’s fiduciary return practice.  Yonhee has presented at numerous industry conferences such as the National Association of Personal Financial Advisors (NAPFA) and the Market Summit on topics ranging from career development to business management. She has also enjoyed speaking to students at the University of Dayton RISE conference and the Michigan Technological University Finance Club. She has been featured in industry publications for her hiring and management practices.  Yonhee is a CERTIFIED FINANCIAL PLANNER™, a member of the Financial Planning Association, NAPFA and a board member of the Youth Symphony of DuPage.  She holds a BA in Communications from Dominican University. 

\nWinnie Sun is Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast.\n\n\nWith more than 12 years of experience in the financial services industry, Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young team was a premier leader in managing client portfolios and providing expert customized service. Winnie began her investment advisory practice with Salomon Smith Barney where was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council throughout her tenure. Winnie was also an advising member of the Smith Barney Asian Advisory Council.\n\n\nPrior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated Crowded House Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 television taping productions, and was a voting member of the Academy of Television Arts & Sciences (Emmys).\n\n\nAs an independent wealth advisor and LPL financial planner, Winnie is regularly called upon by local businesses and organizations to educate large groups on financial planning strategies, and she currently holds monthly workshops for her corporate clients and their guests. Winnie has also been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors in the United States beginning in 2006 thru 2010.\n\n\nWinnie is a graduate of UCLA where she earned her Bachelor of Arts degree in Political Science with a focus in Business Economics.\nWinnie is fluent in Chinese and proudly represents key members and businesses in the Asian community throughout Southern California. She enjoys spending time with family and friends and visiting farmers’ markets on weekends. Winnie is also an avid reader and regularly participates in Zumba classes. She resides with her husband Tim and their young son in Orange County, California.\n

William F. Sweetnam joined Groom in May, 2005 and he co-chairs the Policy and Legislation Group. Before joining Groom, Mr. Sweetnam was the Benefits Tax Counsel in the Office of the Tax Policy at the U.S. Department of the Treasury. The Benefits Tax Counsel is the principal legal advisor to the Secretary of the Treasury with regard to all aspects of employee benefits taxation and related matters, including pensions, health care and executive compensation. While at Treasury, Mr. Sweetnam led the teams that provided guidance for Health Savings Accounts and Health Reimbursement Arrangements, the preliminary guidance regarding executive deferred compensation arrangements under Section 409A and the regulatory and legislative proposals regarding cash balance pension plans. In addition, Mr. Sweetnam was part of the Bush Administration's task force to restructure the defined benefit plan funding system (which resulted in the Pension Protection Act of 2006), and he testified before Congressional Committee on behalf of the Administration's proposal. Prior to his services at the Treasury Department, Mr. Sweetnam was Tax Counsel for benefits matters on the Majority Staff of the U.S. Senate Committee on Finance, under the chairmanship of Senator William V. Roth of Delaware. \n\n\nHonors & Distinctions\n\n - Fellow of the American College of Employee Benefit Counsel\n\nPrevious Experience\n\n - Benefits Tax Counsel, Office of the Benefits Tax Counsel, Department of the Treasury\n - Tax Counsel, Majority Staff, U.S. Senate Committee on Finance\n - Technical Consultant, Towers Perrin\n - Chief Counsel, Compensation and Benefits, Sun Company, Inc. (Sunoco)\n\nProfessional Affiliations\n\n\n - American Bar Association\n - Employers Council on Flexible Compensation\n - Co-Chair, ALI-ABA Program on Pension, Profit Sharing, Welfare and Other Compenation Plans\n - Co-Chair, ALI-ABA Annual Fall and Spring Employee Benefits Video Update\n - Editorial Board, Journal of Retirement Planning\n - American College of Employee Benefits Counsel