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John E. Nelson writes and speaks on careers and retirement planning. He is coauthor of What Color is Your Parachute? For Retirement. Nelson’s work has been covered in Money, The New York Times, USA Today, The Wall Street Journal, and elsewhere. His well-being model has been used for employee education by the federal government, AARP, Fortune “100 Best Companies to Work For” and others. Nelson has taught at the University of Wisconsin, where he’s still trying to find time to finish a PhD. He lives in Madison, Wisconsin, with his wife and three sons. Read more at johnenelson.com.\n\nRead more: http:\/\/moneyland.time.com\/author\/johnenelson\/#ixzz1WifavAgW

John Bishara has over 17 years of experience selling, designing, planning and managing the production of both traditional and online advertising\/ marketing media, and Web-based software applications. Mr. Bishara has served as Creative Director for Homes.com, the World’s 2nd largest real estate portal, Chief Marketing Officer (CMO) of Landon Media, and is currently Chief Marketing Officer (CMO) of Gwynella Enterprises.His career has evolved from a traditionally-educated graphic designer to Chief Marketing Officer (CMO), and he has extensive experience within traditional ad agencies, in-house marketing departments, start-ups and fortune 1000 consulting companies. He firmly believes that better design is the cornerstone of all business systems, and he strives to apply that principle to every project, venture, and task.

Joe Book is Director of eMarketing Research and Education at ExactTarget, the global leader in Software as a Service (SaaS) solutions for cross-channel digital marketing leveraging the combined strengths of Email, Mobile, Social Media and Websites. \nWith more than 35 years of experience in data-driven marketing, Joe teaches organizations how to use customer data, digital media and marketing automation technology to deliver relevant information, offers and invitations personalized to the needs of individual customers. \nHe is one of the most engaging and highly-rated speakers in the country because his presentations are packed with current research and “Best-in-Class” examples of BtoB and BtoC companies that are using digital marketing to attract, engage and retain customers. \nBook is a 1976 graduate of the University of Illinois where he earned a B.S. in Marketing Communications. He is a member of the Direct Marketing Association and the Business Marketing Association, and has been recognized by the Sales Lead Management Association as one of the top 50 most influential people in sales lead management.

Jody began her career as a Financial Advisor with Investors Diversified Services (IDS) in 1986. As an advisor, she achieved top 2% status while also helping to grow the advisor business in the Twin Cities as a District Manager. In 2000, Jody led the Twin Cities as the Franchise Field Vice President and in 2001, she assumed the role of Group Vice President in the Twin Cities Market Group and in 2003, she was recognized in the Twin Cities Business Journal as one of the area’s “Top 40 Under 40.” In 2008, Jody became the Regional Vice President for the Northeast Region where she currently leads 1300 advisors through her team of field leaders, franchise consultants and registered principals. Her leadership around charitable programs has enabled Jody to be a role model in driving the highest Giving Campaign results and helping advisors make an impact in their local communities. \nAs a driven and passionate leader with a strong history of success in her roles, Jody's personal motto is “leave 'em better than I found 'em.”\n \nJody and her husband Mark enjoy keeping fit and anything that connects them to their enjoyment of equestrian activities.\n

Joanne Woiteshek has over 20 years of experience in financial services.  She joined OrganizAmerica® in 1991 as president of the corporation.  She is Secretary\/Treasurer of Interactive Financial Advisors, a registered investment advisory firm, founded in 2003.  Joanne’s interests in helping people reach their goals lead her to the financial services industry.  Joanne has developed several educational programs such as Women & Wealth; Ready, Set Apply; Making Life Better using Personal Values Planning Process; Financial Planning for the Young Adult; and Kids & Money.  These programs help people across their life cycle to define their financial goals.  Joanne’s career started in the health care industry, where she held various positions in nursing administration. Joanne graduated from Alverno College with a BSN and Northern Illinois University with a Master’s degree in Maternal and Child Health Nursing.  Joanne lives in Chicago, Illinois.  She has four children and two grandchildren.  Joanne is involved with her children’s activities and her community. -->\nJoanne Woiteshek has over 24 years of experience in financial services. She joined OrganizAmerica in 1991 as president of the corporation. She is the Sec\/Treas of Interactive Financial Advisors, a registered investment advisory firm founded in 2003 that caters to the IAR.\nJoanne’s interest in helping people reach their goals led her to the financial service industries.\nJoanne has developed several educational programs to help client’s understand their financial picture. Her efforts have included programs such as Women & Wealth, Ready, Set, Apply (College Planning), Making Life Better Using the Personal Values Planning Process, Kids & Money, and Working With Millenials. These programs help people across their life cycle to define their financial needs and wants. Joanne’s career started in the health care industry, where she held various positions in Nursing administration.\nJoanne graduated from Alverno College with a BSN and Northern Illinois University with a Master’s degree in Maternal and Child Health Nursing. Joanne lives in Chicago, Illinois. She has four adult children and two grandchildren. Joanne is involved with her children’s activities and her community and is frequently involved in speaking engagements around the United States

\nJodie Orozco, a Marketing Product Manager, joined Raymond James in June of 2009. In addition to delivering a suite of social media tools to the Raymond James advisor network, Jodie is also responsible for the creation, development and ongoing management of many other client communications and financial advisor resources.\n\n\nJodie is Series 7 licensed and graduated cum laude from the University of Florida’s Warrington College of Business Administration where she earned a Bachelor of Science in Business Administration with a specialization in Marketing and minors in Mass Communications and Packaging Sciences. A proud native of Tampa, Florida, Jodie enjoys spending her free time on the shores of the Gulf Coast. She serves as an ex-officio member of the Board of Directors for the Raymond James Gasparilla Festival of the Arts.\n

Jodi Perry is President of Raymond James Financial Services’ Independent Contractors Division. She began her career with Raymond James in 1994 and has had the opportunity to work with advisors in various capacities throughout her career of 20-plus years. She is a graduate of Eckerd College in St. Petersburg, Florida, holds Series 7, 24, 63 and 65 licenses, and is a Registered Corporate Coach with the World Association of Business Coaches.

Jodi Hrbek leads the business development team for Nextpoint, the leading provider of cloud-based technology products for legal and compliance needs. Prior to joining Nextpoint last year, Jodi spent over ten years helping companies implement and manage cloud-based applications through her tenure with leading software-as-a-service company, Salesforce.com, and Protiviti, a worldwide technology risk management and internal audit firm. Her current role includes responsibility for Nextpoint’s relationship with the City of New York, an ongoing engagement to archive all of the social media for over fifty city agencies.

Ms. Hill joined ProFund Advisors LLC in 2009 and her responsibilities include research, development and dissemination of investment strategies utilizing the firm’s ProShares exchange traded funds (ETFs) and ProFunds mutual funds. Prior to joining ProFunds Group, Ms. Hill was with Goldman Sachs for 17 years. Her experience there included leading global equity derivatives research, focusing on institutional applications of ETFs, futures, options, swaps, and index portfolio trading. She most recently served as a managing director in Goldman’s Pensions, Endowments, and Foundations Group.Ms. Hill has published extensively on quantitative investment topics and derivatives, with recent articles in the Financial Analysts Journal, Journal of Portfolio Management, and Journal of Trading. She serves on the board and heads the research committee for the "Q" Group and is on the editorial board of the Financial Analysts Journal and Journal of Indexing. She has also served as a member of the Standard & Poor's, Russell, and Financial Times Index Committees.Prior to coming to Wall Street, she was on the finance faculty of the University of Massachusetts (Amherst) and was a research analyst at the Federal Reserve Board. She received a Ph.D. in finance from Syracuse University, an M.A. in international affairs from George Washington University, and an undergraduate degree in International Service from American University.