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Vivian Groman CPA, Senior Finance Specialist, Starmont Asset Management, LLC, San Ramon, CA was a senior vice president at Charles Schwab & Co. She also has extensive experience at Civicbank of Commerce, Genstar Corp., FNC International, and KPMG Peat Marwick. She has been licensed as a CPA and holds a BS from the Haas School of Business, University of California, Berkeley.

Daboul is currently Partner at Sage Benefit Advisers and the Principal at the Daboul Group. Sage Benefit Advisers is a privately held Employee Benefits Consulting Firm that prides itself in its proficiency in exceptional knowledge of the employee benefits sector. Sage Benefits Advisers looks to help medium to large employers design and implement packages and programs that help recruit, retain, coach and get the maximum out of their team members and tie into the overall objectives of the organization. In addition Sage Benefit Advisers has expanded services that are focused on Business Transition, touching M&A as well as early stage funding support.

Vickie Edwards is a Genworth Financial Wealth Management Vice-\nPresident, Eastern Regional Director of Sales and Consulting. She\noversees fifteen Regional Consultants from Florida to Maine.Vickie has over two decades of experience in the financial services\nindustry, eighteen of those years spent on the advisory side of the\nbusiness. She spent nine years working with elite advisors in New\nEngland as an AssetMark\/GFWM Regional Consultant before being\npromoted to her current position in the wake of Genworth’s acquisition\nof AssetMark in 2006. In addition to Assetmark, Vickie’s previous\nemployers include Nuveen, InvestNet, and FundQuest. Vickie and her\nteam of consultants helped investment advisors raise $1.8 billion in new\nassets in 2009, and will help them raise $2.3 billion in 2010.Vickie’s passion lies in helping advisors create the practice of their\ndreams while maintaining the quality of life they desire.Vickie holds a BA from Ohio State University and FINRA Series 7, 63\nand 65 licenses. She will begin working toward her CFP designation in\n2010. She and her husband enjoy watching their three athletic children\nparticipate in various sports.

Sumnicht, MBA and CFP, is founder and CEO of iSectors, an outsourced investment manager that provides advisers access to their proprietary asset allocation models based on low-cost, index ETFs designed with various risk tolerances.

Valentina is responsible for the planning and execution of Morgan Stanley Smith Barney's social media strategy. She has been focusing on implementing a program for individual financial advisors to allow them to incorporate social media into their business practice to deliver MSSB’s breadth of wealth management resources to clients and prospects. She also partners with other business areas on the creation of policy, supervision procedures, technology implementation and training. Prior to joining MSSB in 2010, Valentina spent 7 years at Citi Global Wealth Management in Investment Products as well as the Corporate Strategy group. Valentina began her career at McKinsey & Company in the Business Technology office. She has a B.S. in finance and economics from Fordham University.