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Matt DiGennaro is the founder and CEO of Seabridge Wealth Management LLC, a registered investment advisory firm offering ERISA § 3(38) advisory services to corporate, not-for-profit and government retirement plans.

Mary Ann Bartels is Head of Technical & Market Analysis at BofA Merrill Lynch Global Research. She brings over 20 years of investment experience to this role and is well known by clients and business partners for developing various proprietary models for equity pairs trading and for her sector, industry and stock selection. Ms. Bartels is also known for her extensive work on Hedge Funds. She is the lead analyst on research publications such as Market Analysis Comment, Hedge Fund Monitor and Monthly Chart Portfolio of Global Markets. \nMs. Bartels rejoined Merrill Lynch in 1999 working with the European Quantitative Strategy Team and became head of Global Equity Trading Research Strategy in 2001. Prior to rejoining Merrill Lynch, Ms. Bartels held portfolio manager positions at Batterymarch in Boston and Avatar\/Zweig Associates in New York. \nFor four consecutive years, Ms. Bartels has been voted to the Institutional Investor All-American Research team and was awarded second place in 2008 and 2009. She appears on CNBC and Bloomberg and is often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s. \nMs. Bartels earned a Bachelor of Science and Master of Arts degrees in Economics from Fordham University. \n

Mary is leading JHS Capital Advisors’ Wealth Management Group. A subsidiary of JHS Capital Holdings, Inc., the firm’s mission is to deliver a comprehensive client offering, while providing a compelling transition opportunity for professional financial advisors at wire houses, banks and independent practices. Prior to joining JHS, Mary was a former First Vice President and Regional Managing Director of Merrill Lynch. With more than 25 years of industry experience, Mary oversees all operations of the wealth management business including client service and recruiting.Education:Presidential Honors Graduate, University of South Carolina, 1975; Bachelors Degree in Business Administration; Member of Delta Delta Delta; Member of Women’s Tennis Team. Executive Management Courses at Harvard and Wharton School of BusinessPhilanthropic:1998 – Established the Mary M. Kennemur Scholarship, available through the Darla Moore School of Business for South Carolina students who require financial assistance20-Plus Years in the Financial IndustryCommercial Loan Officer - South Carolina NationalPetro Lewis Corporation - Billings, MontanaMerrill Lynch1982 - Financial Advisor - Denver, Colorado1988 - Sales Manager - Tampa, Florida1991 - Resident Vice President (RVP) - Fort Wayne, Indiana1996 - RVP - Rochester\/Central New York Complex1998 - Senior Vice President - South Carolina Complex2000 – First Vice President, RMD, Southeast Region ( responsible for seven states including South Carolina, North Carolina, Tennessee, Georgia, Alabama, Mississippi, and Florida; 1,300 Financial Advisors; $850 million in revenue; $128 billion in assets and liabilities under management; and an average FA productivity of $670,000Affiliations:South Carolina Retirement Systems Investment Panel Member – first woman to be named to the Investment PanelUSC Women’s Athletic Mentor ProgramUnited Way Board of Directors (upcoming 2010 Chairman of the Board) and Executive CommitteePalmetto Health Advisory Treasury Services CommitteeCoastal Conservation League Board and Investment CommitteeFirst National Bank Board

Mary Erl, owner of Nest Builder Financial Advisors, Ltd. is a CERTIFIED FINANCIAL PLANNER® \n professional and a Registered Investment Advisor. She established her practice in 2003 and has \n built her reputation as a trustworthy and effective advisor. As a Registered Investment Advisor, \n Mary is held to the highest standard of working in the client’s best interest. This fiduciary \n standard, Mary’s objectivity, and the fact that she does not receive commissions or other \n compensation for the investments she recommends helps earn the trust of those who come to \n know her.\n Mary is passionate about educating her clients and community members who are interested in \n learning more about personal finance, investments and retirement planning. She has \n participated in the Financial Planning Association’s “Financial Planning Week” by presenting \n various topics at local libraries. Additionally, she has held free workshops on such topics as \n Financial Basics, IRAs, Retirement Planning, and Long-Term Care Insurance.\n Mary has been cited in the Chicago Tribune, Business Week; The Wall Street Journal and The \n New York Times in articles dealing with little-used tax credits, to gold and Roth IRAs. \n Prior to her financial planning career, Mary worked in the Information Technology industry for \n over 20 years as a sales support engineer and national product marketing manager, during which \n her personal investment experiences fostered her interest in the services she now provides.\n Education, Credentials, and Affiliations\n Mary earned a Bachelor of Arts degree from DePaul University with a focus in business and \n finance. Mary’s CERTIFIED FINANCIAL PLANNER® professional credential, the most recognized \n designation in the industry, requires passing a rigorous, 2-day, 10-hour examination, a minimum \n 3 years experience, and 15 hours of continuation education every year.\n As a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett \n Planning Network, Mary participates in the knowledge-sharing opportunities and continuing \n education conferences these groups provide. Mary is also an active member of the Gurnee and \n Lindenhurst\/Lake Villa Chambers of Commerce.\n

Mary S. Brooks is a Wealth Management Specialist  and Certified Financial Planner with Integre Wealth Management of Raymond James  in Walnut Creek.  Raymond James is the largest independent broker-dealer in the U.S. with client assets of $170 billion.  Mary has 25 years experience as an investment advisor, focusing on wealth management for individuals and families through her work with Integre Wealth Management.\nMary serves on the Agenda Committee for the Walnut Creek Chamber of Commerce’s East Bay Women’s Conference and was  a founding member and past chair of the Women’s Philanthropic Circle with John Muir Health Foundation.  She is active with the  local Meher Schools  volunteer program, and serves as music coach for their summer drama camp.\nMary holds a B.A. from the University of Arkansas and CFP certification from the College of Financial Planning.  She lives in Walnut Creek with her husband, Peter.