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Marissa Fox-Foley is senior vice president of advisor marketing at LPL Financial. In this role, she is responsible for the planning, development, and execution of integrated marketing programs and campaigns aimed at increasing the growth and productivity of independent advisor practices as well as institution-based investment programs.\n\nPrior to joining LPL Financial in 2008, Fox-Foley was the vice president of Wechsler, Ross and Partners, a New York-based marketing and brand development agency specializing in the financial services industry. In this role she led numerous engagements with some of the most recognized firms in the industry, including Morgan Stanley, Van Kampen Investments, JP Morgan Asset Management, UBS and many others. She formerly worked for Agency.com, the interactive arm of the Omnicom Group, a leading global advertising, marketing and corporate communication company.\n\nFox-Foley has a Bachelor of Arts in government from Harvard University, and an MBA in marketing from the University of Southern California. She lives with her husband and two children in San Diego. \n

Marion Asnes is founder and president of Idea Refinery, a consultancy offering marketing strategy, messaging and content to the financial industry. Previously, Asnes was chief marketing officer at Envestnet from 2010 to 2013 and editor in chief of Financial Planning from 2005 to 2010.

Marilyn Plum, CFP® is Director of Portfolio Management at Ballou Plum Wealth Advisors, LLC, recognized as a leading Private Wealth Management Firm by the San Francisco Business Times* for the past three years. Marilyn has helped the firm grow to more than $270 million in client assets under management with LPL Financial, a Registered Investment Advisor. Marilyn is a CERTIFIED FINANCIAL PLANNER™ Professional and Registered Representative with LPL Financial.\nThroughout her 32-year career in the financial advisory business, Marilyn has become particularly well known for her financial planning expertise and client education on wealth preservation and portfolio management strategies. She especially enjoys assisting women in transition and helping them create sound financial decisions that address their unique challenges such as divorce, death in the family and inheritance.\nMarilyn has dedicated an enormous amount of her talent to her profession, serving as President and Chairwoman of the East Bay Chapter of the International Association for Financial Planning, now the FPA, as well as Chairwoman of the Northern California Regional Financial Planning Conference. She has also been a featured speaker for regional and national conferences of the Financial Planning Association and her industry peers at LPL Financial conferences.\nMarilyn is frequently called upon to provide wealth management commentary and financial planning expertise for well-known publications such as The Wall Street Journal, CNBC.com, MSN.com, SmartMoney, USA Today and San Jose Mercury News. Marilyn graduated from University of the Pacific with a degree in International Studies and holds the Series 7 and 63 securities registrations with LPL Financial. In addition to being a well-respected financial advisor in the East Bay, she is a licensed California life, disability and health insurance agent.\nMarilyn and her husband, Todd, enjoy many outdoor sports including kayaking, skiing and white water rafting. They are worldwide travelers and also enjoy exploring what the western wilderness has to offer in their off-road RV.\n*Based on National Association of Board Certified Advisory Practices (NABCAP) multi-step verification process to objectively account for the accuracy and consistency of advisory practices. The NABCAP award is based on twenty characteristics including years of experience, customer service model, risk and investment philosophy.

Marilyn Mohrman-Gillis has been Managing Director of Public Policy &Communications since July 2008.\nShe develops and oversees CFP Board’s advocacy initiatives to ensure the visibility and credibility of the CFP® certification with legislators, regulators and other policy makers. During her 30-year career in the nation’s capital, Ms. Mohrman-Gillis has built a broad portfolio of advocacy on behalf of the American public for and with regulators and legislators. As Director of Policy and Federal Relations with the National League of Cities (NLC), Ms. Mohrman-Gillis directed policy development, federal advocacy, and grassroots mobilization for the nation’s leading association representing municipalities across the country. She also directed the NLC’s advocacy before Congress and federal agencies on a number of issues, including extensive work with tax and finance policies.\nAs Vice President for Policy and Legal Affairs and General Counsel for the Association of Public Television Stations, Ms. Mohrman-Gillis had extensive legal and regulatory policy responsibilities, supplemented with a key role in strategic planning for the association, its board and member public television stations. As a supervising attorney in the Federal Communications Commission’s Mass Media Bureau, she managed staff attorneys who were responsible for the development of broadcast and cable rules. She began her career as a litigator in the Washington, DC, office of the law firm Steptoe & Johnson. She has a BA in Psychology from St. Mary’s College, Notre Dame, an MSW from Catholic University and a JD from the Columbus School of Law, Catholic University. She previously served on the Board of Governors for the District of Columbia Bar and was Chair of the Board for the Legal Counsel for the Elderly.

Marie A. Moore has spent more than 25 years in the financial services industry. She is currently a Family Wealth Director, Senior Portfolio Management Director and an Executive Director of Wealth Management at Morgan Stanley. Her team and business focuses on providing financial expertise in every aspect of family, estate and business planning. Prior to joining the firm, she spent several years with Texas Instruments where she held various positions including: manager of mergers, acquisitions and divestitures; General Accounting manager of E&CC division; and worldwide consolidations accountant.\nMarie holds the following degrees and certifications: Columbia University, Certified Portfolio Manager; Northwestern University-Kellogg GSM, Mergers and Acquisitions certification; University of Dallas, MBA; University of Texas at Arlington, BBA.

Marie Arrigo is a Tax Partner and Co-Leader of the Family Office Services Practice for the firm’s Personal Wealth Advisors Group. Marie provides tax consulting and compliance services to family offices, individuals, trusts and estates, and closely held businesses. She also chairs the Philanthropy and Charitable Giving Practice for the firm’s Personal Wealth Advisors Group, wherein she renders tax advisory and compliance services to the firm’s not-for-profit clients, which include public charities, private non-operating foundations, private operating foundations and trade associations, as well as to donors.\nMarie is a frequent speaker before professional groups and has written for various professional publications. She earned her undergraduate degree in Accounting and Management, and her M.B.A. in Taxation, both from New York University. Marie is a member of the American Institute of Certified Public Accountants (AICPA) where she co-chairs the Form 990 Task Force; New York State Society of Certified Public Accountants (NYSSCPA); Estate Planning Council of New York City, Inc., where she is a board director; Estate Planning Council of Westchester County, Inc.; and the Financial Women’s Association (FWA). In addition, she serves as a board director and Treasurer for the Make-A-Wish Foundation of Metro New York and Western New York.