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Richard A. Dauman is a Director in the Personal Wealth Advisors Group with more than 25 years of experience. He is responsible for income tax and wealth transfer planning and compliance for a group of individuals and families of significant wealth, including senior corporate executives, private equity fund managers and sports franchise owners. Richard also advises clients on state residency planning and handles representation before taxing authorities.\nRichard received his B.A. in Accounting and Economics from Queens College, C.U.N.Y. and his M.S. in Taxation from Baruch College, C.U.N.Y. He is a member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), including the New York State, Multistate and Local Tax Committee, and the Cornell State and Local Tax Group.

A financial and operations executive with extensive experience in finance, accounting, administration, strategic planning, information systems, sales and marketing, and operations, Ms. Marcucci brings a wealth of expertise and knowledge relative to identifying strategy and executing against it. Her 30-year career has focused on start-up ventures inherent on leveraging a corporation’s existing asset base.\nRhonda developed her expertise in benefits administration outsourcing through her work with Marsh & McLennan where, as Sr. Vice President, her primary focus was leveraging Marsh’s distribution and administration capabilities to penetrate new markets using benefit administration to further develop benefit programs. Rhonda left Marsh in 2004 to found Gruppo Marcucci.  Now a nationally recognized consulting practice, Gruppo Marcucci works in the HR and Benefits Administration Technology and Outsourcing industry and focusing on consultation for the 25 – 20,000+ employee market. A talented and entertaining speaker, Rhonda is available for industry and corporate presentations. Contact her at Rhonda@gruppomarcucci-usa.com.

Rhonda serves clients as a Senior Financial Consultant with CB Financial Services and is a Certified Financial Planner focusing her experience on wealth management.Rhonda makes a priority of understanding her client’s complete financial picture when developing their wealth management plan. Because each client’s goals and objectives are different, each plan must be uniquely designed to achieve the goals and dreams her clients envision. She believes it is important to pursue a long-term approach to investing, as well as a long term relationship between client and advisor.Rhonda is a graduate of the University of Washington with a Bachelor of Arts Degree in Business Administration. After graduation, she passed the exam to become a Certified Public Accountant. In 2003 she earned her Certified Financial Planner designation, and continues to invest in her professional development through ongoing educational seminars and events.

Raymond J. Fabius, MD, CPE, FACPE has returned to his start up HealthNEXT — a company dedicated to the development of organizational cultures of health — after serving as chief medical officer of Truven Health Analytics (formerly the healthcare business of Thomson Reuters), the world's leading source of intelligent information for business and professionals.

Formerly, Dr. Fabius served as strategic advisor to the President of Walgreens Health & Wellness Division. This organization will coordinate over 1,000 workplace health centers and 10,000 pharmacies, many with retail clinics, into a seamless primary care network across the country within the next five years. In the not too distant future, it will be possible to offer large employers medical and fitness services on-site as well as episodic illness care, health coaching and disease management monitoring at the employee's nearest Walgreens pharmacy.

Ray Baumruk is a partner and employee research leader with consulting firm Aon Hewitt. He is based in Lincolnshire, Illinois.