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Maribeth Kuzmeski, President of the consulting firm, Red Zone Marketing, Inc founded in 1994. Maribeth and her firm personally consult some of the nation’s top financial advisors managing from $250 million to over $1 billion in client assets. They also work with broker dealers and insurance companies on strategic marketing planning, recruiting, and business growth.Maribeth has written 5 books including the bestsellers “…And The Clients Went Wild!” (Wiley, 2010) and “The Connectors” (Wiley, 2009). She is an international keynote speaker and has spoken at the Million Dollar Round Table. She has created many marketing campaigns as well as social media guides for broker dealers, insurance and mutual fund companies.Maribeth is a regular media contributor appearing on Fox, ABC News, NBC, WGN-TV, The New York Times, The Wall Street Journal, Business Week, Entrepreneur and Forbes, National Underwriter and Registered Rep.She has a degree in journalism from Syracuse University and has an MBA from The George Washington University. Maribeth lives in the Chicago, IL area with her husband Rich and 2 teenagers.

Marianne Marvez, RPA, is vice president of Innovest Portfolio Solutions.

MARI J. BUECHNER is the president and chief executive officer of Coordinated Capital Securities, Inc., an independent broker dealer and investment advisor specializing in supporting its registered reps and the clients they serve. Mari is a skilled financial services businessperson with over 20 years of executive, industry and regulatory experience. Starting at CCS as a part-time college student in 1987 through today as CEO, Mari has experience in all aspects of owning and operating a small broker dealer. In 2002, she became President of CCS and led the firm’s recruiting and marketing efforts, helping to create the current culture and branding of the firm today. Ms. Buechner is also an active participant in industry forums and governance. In 2008, Ms. Buechner was elected to a small firm seat on FINRA’s Board of Governors. She is also a member of FINRA Small Firm Advisory Board, FINRA Independent Dealer\/Insurance Affiliated Committee and volunteers her time to work on various ad hoc committees and educational programs. Ms. Buechner currently services as the Chairman of the Financial Services Institute (FSI), a trade organization advocate for independent financial advice. Ms. Buechner graduated from the University of Wisconsin-Madison in 1987 with a Bachelor of Science Degree in Finance and Marketing.

\n\n\n\nUntitled Document\n\n\n\n\n\nMari Adam is founder and President of Adam Financial Associates, Inc., a personal financial advisory firm in Boca Raton, Florida registered with the Securities and Exchange Commission as a Registered Investment Advisor. The firm has offered fee-only investment advisory and financial planning services since 1995, and specializes in providing expert and objective advice to women and clients nearing or in retirement.\n Mari has been practicing as a CERTIFIED FINANCIAL PLANNER (CFP®) for over twenty years. She is a Chartered Retirement Planning Counselor, and has been an active participant in the financial planning industry, serving as President and Director of the South Florida chapter of the Financial Planning Association from 1992-2001 and again from 2005 through 2008. She has been a guest author, commentator and speaker for a wide range of corporations, professional groups and publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s Personal Finance, Redbook, Newsweek, Bloomberg Wealth Manager, Money Magazine, SmartMoney, the Miami Herald, the Fort Lauderdale Sun-Sentinel, U.S. News & World Report, and the Baltimore Sun.\n Before founding Adam Financial Associates, Inc., Mari managed trust and investment relationships with what is now Wells Fargo in Fort Lauderdale, Florida and BB&T in the Washington, D.C. area. She began her career as a Foreign Service Officer with the United States Department of State, completing several overseas and domestic assignments. Mari now lives in Boca Raton, Florida with her two children, ages 17 and 20.\n She holds a B.A. from Claremont McKenna College in California, continued her post-graduate studies at the Institut d’Etudes Politiques in Paris, and earned an M.B.A. specializing in International Finance from George Washington University in Washington D.C. She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida.\n Mari’s particular interest is helping women address their special financial and retirement needs. As a divorced mother of two, Mari has experienced firsthand the challenges of juggling children, family, career and community commitments. She frequently participates in pro bono activities designed to increase financial literacy among American consumers, and is a member of the Advisory Board of the Berger Institute for Work, Family, and Children in Claremont, California. \n

Margo Epprecht, Chartered Financial Analyst, is a financial writer and former stock analyst.

Margaret M. Dunlap is Vice President, Institutional Sales for TD Ameritrade Institutional Services, located in Chicago, IL.  She has sales responsibility for clients and prospective clients located within the Registered Independent Advisor Services business in IL and WI.  Ms. Dunlap reports into Gary D. Ausman, Regional Director, Institutional Sales.  \nMs. Dunlap joined TD Ameritrade Institutional in 2003.  Prior to joining TD Ameritrade she worked as a Retirement Sales Manager for Schwab Institutional for 7 years.  Ms. Dunlap’s primary responsibility was selling bundled defined contribution services in the mid market in the Midwest.   \nMs. Dunlap started her career servicing employee benefit plans as an Administrative Associate for Equitable Life Assurance Society of America.  She then served as a Sales Director for New York Life Asset Management for 11 years selling pension investment products to plan sponsors in the Midwest. \nMs. Dunlap graduated with a Bachelor of Science in Business Administration from Marquette University.  Ms. Dunlap is a native and currently resides in Chicago, IL.  She holds the following securities licenses:  Series 7, 8, 63, & 65.\n

Marcie has over seventeen years of experience and specializes in wealth management for affluent families. Marcie is a member of one of Merrill Lynch’s highest recognition clubs, Circle of Excellence, and she has been named one of the Top 50 Advisors in Registered Rep Magazine. In 2008 Marcie was named to the “Top 50 Advisors in Massachusetts” by the Boston Business Journal, and she was recently named to Barron’s Top 100 Women Financial Advisors in 2010.Marcie’s unique experience gained from managing public stock compensation plans has established her as an expert in concentrated stock strategies and the related wealth management needs of high net worth individuals. She embraces each relationship with an emphasis on financial planning, tax minimization strategies, and trust and wealth transfer throughout the investment management process. Her client base consists mainly of senior executives, business owners, and professional athletes.Marcie has accumulated an impressive client list and established herself as a financial expert within the community by contributing columns to several local papers and appearing regularly on NECN and FOX 25 News. Marcie has presented several times to the NBA Wives Association’s “Behind the Bench”.Marcie has earned the Certified Investment Manager Analyst designation and has attended advanced investment programs at the Wharton School of Business. Prior to joining Merrill Lynch, Marcie practiced as a CPA with Price Waterhouse in their Financial Services division.