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Skip Massengill is the CEO – Chief Education Officer and the founder of the Retirement Education Institute (rei) , an organization focused on employees which strives to bring unbiased retirement education to 401k plans. Skip brings over 30 years of financial experience to Robert W. Baird & Co., an employee-owned international financial services with over $100 billion in client assets that recently celebrated Eleven consecutive years as one of FORTUNE® magazine’s 100 Best Companies to Work For, 2004-2014.\nSkip serves on several Executive Boards including POP Warner football and co-chairs the Philadelphia Estate Planning Ethics Committee. His upcoming book, The One Minute Retiree ™, discusses “Financial Retirement Literacy” (or the lack of) in the USA.

Skip Schweiss is the 2020 president-elect of the Financial Planning Association. He was most recently president of TD Ameritrade Trust Company (TDATC) and was also managing director of advisor advocacy and industry affairs for TD Ameritrade Institutional.

Simon Glinsky is the Senior Managing Principal, Strategy and Consulting for CEG Worldwide. Simon leads CEG’s strategy and consulting practice and helps lead the firm's executive committee. He conducts Executive Planning Sessions, retreats and other strategic development engagements with client principals.\n\nCEG Worldwide clients enjoy Glinsky's business insight combined with his excellent listening and diagnostic skills. Clients value Glinsky's ability to structure decision making and activate client team talent. These skills, combined with his mission to improve business results and leadership effectiveness, lead to high trust, high integrity and high-value change for clients.\nGlinsky is the founder and principal of The Glinsky Group, a management consulting practice specializing in strategy, organization and executive facilitation. Founded in 1990, it has on its client roster such names as Wells Fargo, Barra (now Morgan Stanley), Kaiser Permanente, the University of California, Tilia Housewares (now Jarden) and Klutz Publishing (now Scholastic). \n\nAt Wells Fargo, Glinsky developed a reorganization for a 400-person business loan and services division to improve profitability and enhance employee retention. At Barra, he initiated customer-oriented business planning and a new divisional structure that led to significantly increased innovation and sales that in turn led to a fourfold increase in market valuation. \n\nA seasoned entrepreneur, Glinsky helped found Match.com, Embark.com (now The Princeton Review), Kaiser Permanente's Care Management Institute and KP Online. His career has also included stints with McKinsey & Co., IBM and GE Credit Corp. Clients at McKinsey included financial services, utilities and health care companies. He currently serves as a senior facilitator for Interpersonal Dynamics MBA classes at the Stanford University Graduate School of Business.\n\nGlinsky earned his BS in economics with a concentration in finance from the Wharton School of the University of Pennsylvania and an MBA from the Stanford University Graduate School of Business.

Shirley has been in the wealth management business for over 26 years, advising families, business owners, endowments and foundations for her entire career.  She has developed long term relationships with clients that require institutional level expertise with an in-depth understanding and focus on the tax, wealth transfer and risk management issues faced by private individuals and closely held businesses.  Shirley and her team of specialists provide expertise in the areas of tax-aware investment management, cash management solutions, liability management, retirement planning, estate planning, private banking, philanthropic consulting and insurance solutions for risk management and wealth transfer strategies.  \nIn both 2007 and 2008, Shirley was named one of the top 30 financial advisors in Orange County, California, as published by the Orange County Business Journal.  Shirley earned the Certified Private Wealth Advisor designation in 2010, after successfully completing the rigorous CPWA program authorized by IMCA at the University of Chicago.  Shirley served on the Merrill Lynch Advisory Council to Management from 2008-2010 and was selected to be the founding CEO of the Southern California Women’s Exchange.\nShirley is a board member of the Orange County United Way and she is a founding member and past chair of the United Way Women’s Philanthropy fund.   Shirley serves as an advisory board member of the Pediatric Cancer Research Foundation and resides in Corona del Mar, California with her family, husband Steve and two sons, Marshall and Reed.\n