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Mike Scarborough is a pioneer in the 401(k) advice industry, offering education, guidance and allocation management to help people maximize their retirement plans.\n\nScarborough is the company’s featured speaker. He travels the country giving educational seminars to employees of Fortune 500 companies about their 401(k) plans. He is a frequent speaker on the topic of 401(k) plans at industry conferences and on CNBC.\n\nIn addition, Scarborough’s comments have appeared in numerous national publications, including Kiplinger’s Personal Finance Magazine, Money Magazine, Pensions & Investments, The Chicago Tribune, USA Today and The Wall Street Journal.\n\nScarborough's book, The Scarborough Plan: Maximizing the power of your 401(k), provides insight into company sponsored savings plans and offers easy to understand recommendations on strategies to improve the performance of hard-earned savings.\n\nScarborough currently serves as a member of the Board of Directors of the Sigma Alpha Epsilon Fraternity and Foundation. He is also active on the Board of Trustees at Salisbury University where he created an endowment establishing the Scarborough Student Leadership Center.\n\nScarborough earned a Bachelor of Science in Finance at Salisbury University and earned his MBA in Finance from Baldwin-Wallace College.\n\nHe has taught personal finance and economics courses at Salisbury University and Johns Hopkins University.\n\n

Michael McGlone is senior director, commodity indices, at S&P Indices. In his role, Mike oversees day-to-day management of the S&P commodity business and the S&P GSCI„µ, widely regarded as the leading measure of general commodity price movements and inflation in the world economy. Additionally, Mike authors the monthly publications, Market Attributes: Commodities, highlighting developments in the commodity markets as measured by the S&P GSCI, and Market Attributes: Strategic Futures, monitoring trends in the managed futures market as measured by the S&P Dynamic Futures Index.Prior to joining Standard & Poor¡¦s in 2007, Mike was chief strategist at Lyford Group International Ltd., a global macro hedge fund. Mike began his career at Discount Corporation of N.Y. Futures on the Chicago Board of Trade, and has over 20 years of derivatives trading experience. Mike left the Chicago trading pits in 1993 to become the OTC options trader for Aubrey G. Lanston & Co. Inc, based in New York. He subsequently joined ABN AMRO as Head of North American Futures Research.Mike is a CFA charter holder and certified FRM. He holds a B.S. and B.A. from Illinois State University, and an MBA from Depaul University in Chicago.

Michael S. Mortensen is President and Chief Executive Officer of PNC Investments, the $32 billion, full-service, retail brokerage division of the PNC Financial Services Group. PNC Investments currently offers its products and services through over 800 dedicated financial advisors located in 13 states and Washington, DC.Mortensen joined PNC Brokerage (predecessor to PNC Investments) in 1994 as a Vice President and Market Sales Director. Before being named to his current position in December of 1997, he served as Senior Vice President and National Sales Manager. Prior to joining PNC Brokerage, Mortensen was a Regional Vice President for Essex Corp., the nation’s largest provider of annuities to banks. At Essex, he was responsible for overseeing the annuity sales program of First Interstate Bank of California. Mortensen began his bank broker\/dealer career in 1989 working first as a branch broker and then Regional Sales Manager for the GNA Securities managed programs at Bank of America and HomeFed Bank.A 21-year veteran of the bank broker\/dealer industry, Mortensen is one of the first individuals to rise from a front-line sales position to become the head of a major bank broker\/dealer. Mortensen is well known throughout the industry, having served on numerous advisory boards and committees. He previously served on the NASD Business Committee, is a past President of the Bank Insurance Securities Association (BISA) and won the BISA Award of Excellence for Executive of the Year in 2006. Mortensen has been a frequent speaker at various industry conferences addressing subjects ranging from sales to compliance and products.A native of Southern California, Mortensen holds a Bachelor of Arts degree in Finance from San Diego State University. Today, he resides in Pittsburgh has two daughters and is an active supporter of the United Way, the YMCA and is Chairman of the Board of the Make-A-Wish Foundation of Greater Pennsylvania and Southern West Virginia.

Mike is the Co-Founder, CEO, and CIO of Hedgeable, a digital wealth manager that democratizes sophisticated investing.\nHe formerly was an Analyst at Spruce Private Investors, a $3.5 Billion Wealth Management Firm and Fund of Funds. In Mike’s time there, Spruce was twice nominated by InvestHedge for Fund of Funds of the Year, and in 2011 Spruce was named the top Wealth Manager in the U.S. by Private Asset Management Magazine. At Spruce, Mike worked directly with wealthy families and endowments to allocate capital to public\/private equities, fixed income, commodities, real estate, and alternatives. Prior to Spruce, Mike was an Associate at Bridgewater Associates, a $150 Billion Global Macro Fund considered to be one of the most successful alternative managers in history, with clients including foreign governments, major pension funds, charities, and large corporations.\nMike is an avid writer, international traveler, adventurer, sports fanatic, and cooking enthusiast. Mike holds a B.S. in Finance, with Distinction, from The Pennsylvania State University. He is originally from Philadelphia, and resides in New York City.

Mike Byrnes is senior product manager at Entrust Datacard.

Michelle Smith is Co-Founder and CEO of Source Financial Advisors, LLC, a wealth management firm which specializes in guiding clients through significant personal financial events such as divorce. Ms. Smith has a specialty in concentrated stock positions (both public and private) and the myriad complex issues that arise from the distribution and transfer of these public and private interests incident to divorce.   As Founder and President of Smith Financial Strategies Group, LLC, Ms. Smith assists clients and attorneys with divorce-related financial analyses, including lifestyle analysis, tracing and property characterization, analysis of investments, non-cash compensation including stock options and restricted share awards, personal economic projections, and cash flow modeling of various settlement options.  She is often a neutral financial expert in the mediation and collaborative law process, as well as providing traditional litigation support and trial consulting services.  \n