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\nStuart Armstrong has been practicing as a Financial Planner and Insurance Agent since 1986. His insurance work over that time has been a career focus with particular emphasis on the impact of utilizing health, disability income, life, and long term care insurance in the financial plan. He writes a regular column for LifeHealthPro on Long Term Care Insurance and has been quoted in a variety of other publications on insurance and financial topics including PBS, InvestmentNews, Fidelity.com, CBS MoneyWatch, the Wall Street Journal, and the Boston Globe. Stuart presented at the Financial Planning Association National Conference (FPA) in 2010. He has served on the Board of Directors of PridePlanners (www.prideplanners.org) since 2004 and is the 2012 Chair of the Diversity Committee of the national chapter of FPA. Stuart has a particular interest in helping foster a better understanding of the strategies that planners can incorporate to guide their LGBT and non-traditional clients. \n\n

Stewart Feller is the Channel Manager in the United States for Ceridian’s Benefit and 401K channel. Ceridian is a global HR\/Payroll\/Benefit services company with over 130,000 clients and over a billion and a half dollars in revenue. Prior to joining Ceridian, Stewart was a Director of sales and business development for Corporate Synergies, a regional benefit broker in the Northeast. Stewart has also worked in the HR and benefits space for ADP and Fiserv. Stewart maintains his life and health insurance license and has taught Human Resources and Benefits at Baruch College in New York City, part of the City University of NY. For the last five years he has been the chair of the partner\/marketing committee for the Garden State Council SHRM.

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Steven J. Insel is a partner in the corporate and securities law practice at the firm of Jeffer, Mangels, Butler & Mitchell LLP in Los Angeles, California. Mr. Insel specializes in investment adviser and broker dealer matters in addition to other areas of regulation of financial and professional services. He has represented some of the largest financial institutions in the world, and also many boutique wealth management firms and investment banks. Mr. Insel has been counsel in the initial formation of, or acquisition of, approximately 100 broker-dealers and investment advisers.Mr. Insel has represented 35 accounting and business management firms with respect to their entry into financial services and in other regulatory matters. Mr. Insel has represented many consolidators of broker-dealer, investment adviser, insurance and business services firms.Mr. Insel has also represented hundreds of the top financial advisers in the United States in negotiating changes in firms, retention packages, setting up their own firms, and in regulatory investigations and arbitration matters.Mr. Insel has been a member of the California Society of Certified Public Accountants Financial Services Task Force and Chair of the Executive Committee of the Business & Corporations Law Section of the Los Angeles County Bar Association, where he was also Co Chairman of the Investment Adviser Sub-Committee.Mr. Insel received his B.S. degree from Cornell University and his J.D. degree from the University of Pennsylvania School of Law, where he was an editor of the Law Review and was elected to the Order of the Coif.Phone: (310) 201-3581

Steven Barnes, CPA with an accounting practice in Deer Park, NY has been working with small and mid-size business since 2002.  Before that Steven worked for Ernst & Young LLP as a manager in their tax department. He has an accounting degree from SUNY Old Westbury and a Masters in Taxation from CW Post.