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Since 1979, Sheryl has been providing fee-only tax and financial planning advice. She is the principal of Rowling & Associates and former managing partner of Rowling, Dold & Associates LLP with professional credentials including Certified Public Accountant and Personal Financial Specialist.\nUnderstanding the importance of setting goals, Sheryl works closely with clients in determining how their objectives can be achieved through the proper management of financial resources.\nActive in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine for three consecutive years and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting.  Her industry association memberships include:\n\nAmerican Institute of Certified Public Accountants (AICPA), tax and financial planning division\nFinancial Planning Association\nCalifornia Society of Certified Public Accountants\nNational Association of Personal Financial Advisors\nAll-Star Financial Group, former president\n\nIn 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses, was published by CCH.  She regularly writes columns for the San Diego Jewish World (www.sdjewishworld.com), Advisors4Advisors (www.advisors4advisors.com) and InvestmentNews (www.investmentnews.com).  Sheryl is often quoted in both local and national publications.\nA frequent speaker, Sheryl presented at the Jewish Community Foundation’s Women’s Financial Forum and has spoken on numerous other occasions to professional groups and community organizations.  Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an M.B.A. in finance and a B.S. in accounting from San Diego State University.

Sherrill Mane was appointed the IAB’s first SVP of Industry Services in November, 2007. She leads the IAB in two major areas: complexity and cost reduction; and industry growth. Working with agencies, publishers, and third party vendors, Ms. Mane is charged with increasing operational effectiveness within the interactive advertising supply chain. She is responsible for numerous IAB industry initiatives including spearheading agency relationships and overseeing the development of growth-oriented research for the interactive industry. Previously, she spent 14 years at Turner Broadcasting Sales, holding a variety of senior advertising sales support positions for the News division, most recently as SVP Market Strategy. Earlier in her career she held diverse positions at Nielsen Media Research and Group W Satellite Communications.\nSherrill’s areas of expertise include ad sales marketing strategy and collaterals development, and primary and secondary research for TV and the web. In her various roles, she has facilely moved from data development to interpretation to insights using audience and general consumer data as well as marketplace intelligence to generate strategies and positioning for multiple media business needs.\nMs. Mane holds a B.A. in Sociology with a minor in Psychology from the Hebrew University of Jerusalem, Israel. Her graduate studies focused on the social psychology of mass media. Ms. Mane’s graduate work was the basis for two published academic papers on the social construction of reality and media.

But firm leaders may have to change misperceptions and offer strategies to make the transition.

Sherri Stephens is a financial consultant and the president of Stephens Wealth Management Group. A Registered Investment Advisor agent with over 30 years of industry experience, Sherri is frequently looked to for her knowledge of our industry.\nSherri has been a leading member of the RJFS Chairman’s Council (the firm’s highest recognition) for almost two decades. In 2003 and 2004, Sherri was named one of the “Top-Ranked Woman Advisors in America” by Research magazine which also inducted her into its “Advisors’ Hall of Fame” in 2011. From 2004 through 2009, Medical Economics named her “one of the 150 Best Financial Advisors for Doctors,” and she has been on Barron’s prestigious Top 100 Women Advisors list for the past six years.\nSherri has been quoted in many publications including On Wall Street, Registered Rep., InvestmentNews, The Flint Journal and USA Today, to name a few.\nA graduate of the University of Michigan-Flint, Sherri was nominated in 2001 and 2002 for Flint’s most prestigious recognition of women’s achievements in business and community involvement—The Athena Award. A strong believer in giving back to her community, Sherri commits time and talent to many public charities and non-profit organizations. Sherri is a former chairman for the Community Foundation of Greater Flint and is on its investment committee, managing over $100 million. She was formerly a board member of Fentura Financial, Inc., a bank holding company, and is on the Board of Directors for McLaren Hospital of Flint, Michigan.\nStephens Wealth Management Group regularly employs college interns and high school students as temporary, yet integral members of the staff. Sherri joined the firm she now owns as an intern in 1975. During her seventeen year tenure as owner, the firm has tripled in size.

As Chief Media Officer, Shenan leads the digital media group for Morpheus Media, a CREATETHE GROUP company. A world-renowned digital strategy and media expert, Shenan co-founded Morpheus Media in 2001 and subsequently joined CREATETHE GROUP when the company merged with Morpheus in June 2011. Within a few short years, Morpheus Media emerged as one of the top digital marketing and media firms for luxury and premium brands such as Bergdorf Goodman, The New York Times, Dior, LVMH, Marc Jacobs, Donna Karan, DKNY, Hennessy and The Economist, among many\nothers. An accomplished thought leader, Shenan is active on the speaking circuit and is regularly quoted in Women’s Wear Daily, The Business of Fashion, Luxury Daily, The New York Times and Fortune Magazine. \nShenan started her career in consumer-packaged goods at Bristol Myers-Squibb and Spectra Marketing. She brings a wealth of traditional marketing experience to CTG as her grounding in offline consumer marketing enable us to inject client campaigns with critical consumer behavioral and data analysis, all key ingredients for successful online marketing initiatives. This enables her to lead complex branding, registration, acquisition and conversion-based online media campaigns on behalf of our clients. \nFurthermore, her rich experience in CPG client service, deep understanding of analytics and online media management have yielded impressive digital campaigns for a diverse and impressive roster of clients such as David Yurman, Fendi and Louis Vuitton, among others.

\nA highly regarded Certified Financial Planner™ professional, Shelly Church counsels clients on investment, financial and estate planning. Her focus includes conservation of family resources, as well as protection from income and inheritance taxes and inflation. As 1984 founder of Diversified Financial Group, Inc., Shelly served as its president until 1994. That year, she joined Raymond James & Associates as a vice president of investments and served on the firm’s Women’s Advisory Council for 12 years. Formed to provide support to female financial advisors, one of the council’s primary objectives is to mentor those in need of guidance and advice. Shelly is passionate about her role as a mentor and currently offers her time to regularly coach several female advisors new to the business. By meeting strict educational and background experience requirements, she has also been awarded the distinction of a seat on the Raymond James Financial Advisors Council, was a member of the Raymond James President’s Club from 1996 to 2000, and has been recognized with Chairman’s Council honors since 2001. In addition, Shelly was named by Raymond James Financial Chairman Tom James to the firm’s Executive Council, and served from October 2003 to October 2005. In October 2010, Shelly was acknowledged by her firm as a “Woman of Distinction.”\n\n\nShelly is not only published in the investment advisory field but is also a public speaker for high-profile educational events. She was featured in the October 2002 issue of On Wall Street as a specialist in divorce planning, and again in February 2005. In August, 2006, Shelly was featured in Financial Planning magazine, in an article regarding financing planning for blended families. In 2009 and 2010, Shelly was chosen by Barron’s as one of the Top 1000 financial advisors in the U.S.\n\n\nA Certified Financial Planner® professional since 1989, she earned her Certified Commercial Investment Membership designation and is a past member of the Estate Planning Council of Naples.\n\n\nActive in her community, she is a former member of the board of directors and president for the T.E.C.H. Foundation. In 1994, T.E.C.H. honored her as Humanitarian of the Year. Since graduating from Leadership Collier in 1992, she has also served on the Leadership Collier Advisory Board and as former chairman of the Leadership Collier Alumni Committee. Shelly’s passion is the American Heart Association. She was president of the board of the American Heart Association in Collier County from 2001 to 2004 and chaired the 1999 and 2000 Heartwalks for Collier County. Shelly received the Volunteer of the Year award from the American Heart Association in 2001 from the Collier County Chapter. In June 2006, she was awarded the prestigious Special Service Award for outstanding service at the Florida Affiliate level of the American Heart Association. Shelly has been “top walker” in the state of Florida for over 10 years for dollars raised for the Collier County Heartwalk. She continues to raise money annually in memory of her son, Kyle Fernstrom, who in February 2005, at the age of 18, lost his lifelong battle with heart disease.\n\n\nIn December 2005, Shelly was named to the board of the Boggy Creek Gang, a camp located in North Florida started in 1996 by Paul Newman & Norman Schwarzkopf, which serves chronically ill and terminally ill children. She currently serves as treasurer of the board, and chairs the finance and investment committees.\n\n\nShelly became a board member for the Forum Club of Southwest Florida in 2008, an organization that brings national and international speakers to Naples. She served on the board for three years and now serves as the treasurer of the organization.\n\n

 \nShauna Conley is Vice President of Risk Strategies Company (RSC), a leading national insurance brokerage firm.   Providing client-focused advice and service, she specializes in cyber, professional and directors & officers liability insurance.\nFrom a financial perspective, she analyzes exposures and delivers risk management and insurance solutions to public, private and not-for-profit clients nationwide.  Shauna negotiates and secures broad insurance coverages as well as aggressive premiums using ethical, technical negotiation skills. She challenges conventional terms by leveraging her expertise and understanding of the insurance marketplace both nationally and internationally. As a strong client advocate, she has managed numerous claims including allegations against financial institutions, hospitals, investment advisors, not-for-profits, publishers, etc.\nShauna leads loss prevention discussions and training sessions.  She also facilitates insurance-related contract rewrites and communications.  She currently serves as the risk manager for Loyola University of Chicago.\nPrior to RSC, Shauna built her risk management, underwriting and broker foundation with growth opportunities at multiple firms including the American Hospital Association, AIG and Aon.  She discovered her passion for customer service while subsidizing her undergraduate scholarship in Florida – working both on and off campus and especially at Walt Disney World.\nAdvanced degrees include an MBA and an Associate in Risk Management (ARM).  Shauna resides in Chicago with her husband and their seven-year old son. 

Sheldon Blumling is a partner in the Irvine office and a member of the firm's\nEmployee Benefits Practice Group. He advises clients with respect to all\naspects of employee benefits and executive compensation, including\nqualified and nonqualified retirement plans, health and other welfare\nbenefit plans, cafeteria plans, severance plans and equity-based\ncompensation plans. He also advises employers on compliance issues\ninvolving the Health Insurance Portability and Accountability Act (HIPAA) and\nall types of federal and state employment taxes, and he has had extensive\nexperience advising clients on the employee benefits and executive\ncompensation aspects of mergers and acquisitions. Sheldon joined the firm in\nits Atlanta office in 1998, and then rejoined the firm in its Irvine office in\n2003 after practicing in the tax and employee benefits groups at a\nfull-service, international law firm for four years. While in law school,\nSheldon served as Managing Editor of the University of Miami Entertainment\nand Sports Law Review.

Shawn Parker is a financial advisor.