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Kim Guimond Dellarocca is a Director for Pershing, a BNY Mellon company, where she is global head of Segment Marketing and Practice Management. In her role, Ms. Dellarocca is responsible for the strategic marketing and practice management plan development for Pershing’s broker-dealer, advisor and hedge fund business units. This includes the development marketing and practice management programs built to help bring customers to Pershing, and to help those already with Pershing to manage and grow their businesses more effectively.\nPrior to joining Pershing in 2005, Ms. Dellarocca spent nearly 10 years at Fidelity Investments, where she managed segment marketing programs for the retail, 401(k) and registered investment advisor (RIA) businesses. Before Fidelity, she held marketing positions at Standard & Poor’s and Thomson Financial Services.\nMs. Dellarocca earned a Bachelor of Arts degree in Management from Emmanuel College and a Master of Business Administration degree from Boston University. She is currently a CFP candidate with Boston University. Ms. Dellarocca graduated from the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association, at the Wharton School of the University of Pennsylvania. She is invited to speak nationwide and her views have been featured in Financial Planning magazine, Registered Rep, USA Today and The Wall Street Journal.

Instrumental in shifting the 35-year-old Minneapolis firm to a team-based model, Kim’s passion for an independent and comprehensive wealth management approach has helped elevate JNBA‘s profile nationally. Over the last several years Kim has focused on how to prepare the next generation of financial advisors and has been a guest panelist at industry events to discuss NextGen.\nSince joining JNBA in 2006, Kim has twice been named a Top 25 Woman in Finance by Finance and Commerce, and a Women in Business honoree by the Minneapolis\/St. Paul Business Journal. Kim is an active community volunteer and board member.

Kim Ann Curtin is the author of Transforming Wall Street: A Conscious Path for a New Future and the Founder of The Wall Street Coach an international executive coaching & leadership development firm. Kim and her team help C-Suite executives accelerate their personal and professional success through consciousness, to help them become as successful on the inside as they are on the outside. Since the financial market crashed in October 2008, Kim has been working to build a more optimistic and sustainable vision for the finance industry. As The Wall Street Coach, Kim and her team are trusted advisors and consultants to executives, teams, conferences, and Fortune 500 companies, both in the US and across the globe. Her work has been profiled in CNN.Money, Fortune magazine, Smart Money, The Street.com and Associated Press. 

Kevin Trokey is a coach and implementer of business strategies. He leads a consulting firm that works with benefits and insurance agency leadership, department managers, and producers to craft strategies and guide them to successful transformations and consistent growth. He has been a part of the agency system for many years – from to sales to agency operations – and knows what works, and what needs to change. Combined with his understanding of business and the changing landscape of HR\/benefits, he creates true strategies of differentiation that speak directly to today’s decision makers.

Kevin Seibert joined the International Foundation for Retirement Education (InFRE) in 2003 and now serves as Managing Director. He has almost 30 years experience in retirement benefits, financial planning, and financial education. Kevin is co-author along with Betty Meredith, Director of Education and Research for InFRE, of a series of the Managing Retirement Income professional education courses presented to more than 12,000 advisors and Certified Retirement Counselors® since 2004.\n\nPrior to InFRE, Seibert was co-founder of Balance Financial Services, a Chicago area financial planning and consulting firm. Before founding Balance in 1988, he was a consultant for William M. Mercer, Inc. and was responsible for the implementation of compensation and employer provided benefit plans. Seibert was also Director of Marketing for a New Jersey based company specializing in the development and distribution of defined contribution and financial planning programs.\n\nSeibert is a Certified Financial Planner® (CFP®), a Certified Employee Benefits Specialist (CEBS), and a Certified Retirement Counselor (CRC®). Kevin earned his MBA in finance from the University of Wisconsin and received his undergraduate degree in finance from Miami University of Ohio. Serving as Treasurer and Executive Board member for the Greater Chicago Chapter of the International Society of Retirement Planners, Seibert played an active role in providing on-going retirement planning education to professional and employer members of this organization. He is considered a leading expert on retirement income management, presenting at dozens of conferences and quoted in Investment News, Financial Planning Magazine, the Retirement Income Journal, and other financial publications.

Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Serving as its Chief Investment Officer, Mr. Mahn is responsible for the Asset Management activities of the Firm. Mr. Mahn also serves as the Portfolio Manager for the SmartGrowth family of mutual funds and directs the creation and supervision of the various portfolios within the SmartTrust™ series of Unit Investment Trusts.Mr. Mahn is the author of the quarterly “ETF Insights” newsletter as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Mr. Mahn is also a a frequent contributor to the Forbes Intelligent Investing blog.Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held the positions of CAO of the High Net Worth Product and Services Group as well as COO of Lehman Brothers Bank.Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University. Mr. Mahn has also served as an adjunct professor at Fairleigh Dickinson University within the Department of Economics, Finance and International Business.Mr. Mahn was the recipient of the 2009 Institutional Investor Rising Stars of Mutual Funds Award.Interviews with, as well as byline articles and insights from, Mr. Mahn have appeared in\/on CBS News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, Business Week, New York Times, CNNMoney.com, Investment Advisor Magazine, SmartMoney, The Star-Ledger, The Daily Record, Reuters, Fund Action, The Street.com, CNBC.com, Fox Business.com, Dow Jones Newswires, MarketWatch, Ignites, Ticker Magazine, Money Management Executive, Wall Street Transcript, Financial Planning, Risk Magazine, Financial Times and Investment News.