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Lisa Kent is a Senior Vice President-Investments and Wealth Management Advisor with Merrill Lynch in Princeton, New Jersey.\nDuring her 30 plus years at the Firm, Lisa has witnessed both up and down markets, strong and weak economies, and investment fads and bubbles of all kinds. In all that time, she has experienced both revolutionary and evolutionary changes in social and economic environments, as well as the financial services industry. What has remained unchanged through it all is her philosophy of helping clients achieve their personal lifes' goals. Her team's process is customized for each household and makes use of the tools and resources only available through the powerful combination of Merrill Lynch and the Bank of America.\nLisa is a member of the Financial Advisor Faculty program, traveling around the firm and providing best practice guidance to her peers for both the Optimal Practice Model and Goals Based Wealth Management programs.  As an early adopter of the Merrill Lynch Clear process, she has also spoken at many FA forums and symposiums to share the message of the Firm’s branded effort at addressing the complex needs of the Baby Boomer generation.\nIn addition to her many internal presentations, Lisa holds 6 – 8 general retirement seminars as well as 6 events each year targeting the women’s market as well.\nThe Kent Team focuses on families, many of which encompass three generations. Her specialty is what she calls the ‘sweet spot’ of a retirement life cycle, typically helping clients get prepared and then advising them during their retirement experience. \n“Working to help my clients manage their retirement needs and then preserving their legacy for their families is one of the great rewards of being an Advisor for Merrill Lynch.”\n"If I can help my clients simplify their financial lives, and give them the best life possible with the resources that they have, than I have done my job".\nLisa’s business partner is her husband, Tim. Tim has been in the financial services industry since 1980. In this ever-changing world, an experienced partner makes all the difference. Tim has experienced virtually every market condition and helps clients stay disciplined as they identify and capture opportunity, even during periods of great volatility. He prides himself on his ability to earn clients’ trust and measures his success by the level of confidence their clients have in his abilities.\nThey are both graduates of Bucknell University and are the parents of three adult daughters and a black dog. They spend their leisure time either on the road on their new bikes or in their back yard, entertaining their friends and families.\nThey are joined by Frank Mollo, Financial Advisor, and Lorry Rosado, their Wealth Management Banker. \nTheir team is rounded out by an intern and Kelly Nilsen, their highly qualified and fully registered Client Associate and Emily Wolfmayer, their Investment Associate.

\nLinda Lerner is a partner in the Corporate, Financial Services and White\nCollar & Regulatory Enforcement groups of Crowell & Moring's New York\noffice. She has extensive experience with regulatory and compliance issues\nrelating to public and private sales of securities, advertising and sales\nmaterial, market making, electronic trading, broker-dealer formation,\noperations and reporting requirements, SRO, new and continuing membership\napplications, ECN and ATS formation and operation, municipal advisor\nregistration, and market structure issues.\n\n\nLinda is a member of Nasdaq's National Review Council and Market\nOperations Review Committee and served on FINRA's e-Brokerage\nCommittee. She is also a member of the American Bar Association's Task\nForce on Private Placement Broker-Dealers, for which she drafted regulations\nthat were submitted to the SEC. Linda is the facilitator for the Midtown\nRegulatory Group, a group of over 600 senior compliance and legal officers\nfrom brokerage firms located throughout the U.S. that meets monthly to\ndiscuss regulatory issues. She is regularly a speaker on regulatory and\ncompliance issues and most recently participated in the International Law\nDiscovery and Disclosure Group Conference on Tax Havens, Money\nLaundering and Compliance Risks, "Preventing AML Breaches Through\nEffective Compliance;" SIFMA-CL Annual Compliance Conference, "Compliance\nIssues for Small and Regional Firms;" National Society of Compliance\nProfessionals Annual Conference, "ABCs of Electronic Brokerage;" ALI-ABA\nConference on FINRA\/SEC Compliance and Enforcement, "Broker-Dealer and\nInvestment Adviser Regulation of Hedge Funds;" and International Centre for\nDispute Resolution, "Compliance Issues for Small and Regional Firms."\n\n\nPrior to joining Crowell in 2011, Linda spent seven years at Debevoise &\nPlimpton as broker-dealer regulatory counsel. Linda also served for 12 years\nas General Counsel at Domestic Securities, Inc., a registered broker-dealer,\nwhere she focused on a wide range of broker-dealer regulatory and\ncompliance issues. During this time, she served on several NASD and Nasdaq committees, including the Membership Application Review Committee, the\nMarket Operations Review Committee and the Trading Rules Subcommittee of\nthe Quality of Markets Committee, and was a frequent lecturer on regulatory\nand market structure matters. Before joining Domestic Securities, she spent\n15 years in private practice, working as an associate and a partner at New\nYork law firms.\n\n\nLinda received her J.D. magna cum laude, graduating first in her class from\nBrooklyn Law School, and was the Recent Decisions Editor of the Brooklyn\nLaw Review. She received her M.S. in Social Work from Columbia University\nand her B.A. from Brandeis University. She was admitted to the bar in New\nYork in 1977 and is admitted to appear before the US Court of Appeals for the\nDistrict of Columbia Circuit and the US District Court for the Southern District\nof New York. Linda serves, on a pro bono basis, as the General Counsel to the\nFinancial Women's Association of New York.\n

Lili A. Vasileff is a fee only Certified Financial Planner and President of a private financial planning practice that specializes in divorce financial planning and investment advisory services. She conducts business in CT and New York, with offices in Greenwich and New Haven, CT.She holds an undergraduate degree from Mount Holyoke College, Masters degrees from Columbia University and The Institute of Political Relations in Paris, and professional degrees from the College of Financial Planning, Stanford Business School and the London Business School.Lili is a nationally recognized expert in financial planning for divorce as a practitioner, writer and speaker. She has many years of experience and an interdisciplinary knowledge of legal and financial issues. She brings clarity to complicated marital property and complex compensation issues in the divorce process.Lili has worked diligently to raise public awareness of divorce financial planning as well as to elevate divorce financial planning standards such that they are accepted as an integral part of the divorce process. She has worked with clients and legal professionals for the past seventeen years to achieve maximum and workable financial outcomes for her clients. She supports divorcing clients in mediation, collaborative divorce, and litigation.She serves as President of the international Association for Divorce Financial Planners (ADFP). She has been quoted in numerous publications, including the Journal of Financial Planning, Investment News, AdvisorMax, SmartMoney Magazine, Morningstar expert series, Business Week, Working Mother Magazine, the Wall Street Journal, New York Times Sunday Business Section, Los Angeles Times, Bankrate.com, and the Financial Times – U.S. edition. She has appeared in Bloomberg Cable TV Video on Demand, Cable TV “The Divorce Channel”, CT Public TV Channel 12, First Wives Club, and several national radio stations.She co-authored a book chapter on “Complex Compensation Issues in Divorce” with Dr. Susan Mangiero. She is a contributing author and financial expert for a new book coming out in spring 2011 called “The Ultimate Divorce Organizer: The Complete, Interactive Guide to Achieving the Best Legal, Financial, and Personal Divorce”. She is currently a monthly columnist for the Financial Planning Association’s national website for public education, writing on divorce topics, and served in the past as divorce expert on blogs by FiLife (Wall Street Journal, MarketWatch and Barron's) and the NY TimesBucks.blog.Lili is an active community volunteer, particularly serving children and women.Honors and Awards Include:Gold Level Certificate, Chapter Program Award, from the Financial Planners Association in recognition of exemplary leadership and volunteer service, 2006Partners in Philanthropy Award, Association of Professional Fundraisers, nominated by Yale New Haven Hospital, 2006The Institute of Divorce Financial Analysts’ Salute for outstanding performance as member CDFA, March, 2005, acknowledgment in Divorce MagazineAccepted for inclusion in the International Who’s Who of Entrepreneurs 2001 Directory and in the Who’s Who of American Women Directory every year since 2002.Dr. Barbar Award, Yale-New Haven Children’s Hospital, recognition award for outstanding volunteer service and dedication, 1996

Leonard V. Feigel is an associate and litigation lawyer with Foley & Lardner LLP, where he advises employers in all aspects of employment law including litigation.

Leia Farmer is Deputy Chief Compliance Officer for Securities America, Inc., one of the largest independent broker\/dealers in the nation. Leia’s primary responsibilities are to oversee the RIA Compliance and Policies and Procedures teams within Securities America. She was a part of the internal task force that analyzed and selected Securities America's social media compliance solution, and will participate in the social media \/ compliance training sessions provided by the firm in 2011. Prior to joining Securities America, Leia worked as the Chief Compliance Officer for Brecek &Young Advisors, Inc., a mid-sized broker\/dealer that was acquired by Securities America in 2009. Leia has over 11 years of industry experience and has a bachelor’s degree from the University of California Berkeley in Legal Studies and a Master’s Degree in Organizational Management from the University of Phoenix. Leia holds the Series 7, 63, 24, 4, and 66 licenses. Learn more about Leia at www.securitiesamerica.com. \n