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This may prove to be the right combination during times of uncertainty.

This may prove to be the right combination during times of uncertainty.

Jason J. Fichtner is Senior Research Fellow at the Mercatus Center, a university-based research center at George Mason University. Previously, he served in several positions at the Social Security Administration (SSA) including Deputy\nCommissioner of Social Security (Acting), Chief Economist and Associate Commissioner for Retirement Policy. Prior to the Social Security Administration, Dr. Fichtner was a Senior\nEconomist with the Joint Economic Committee (JEC) of the United States Congress.\n\nDr. Fichtner's primary research interests and publications address issues such as Social Security, federal tax policy, federal budget policy, retirement security, and policy proposals\nto increase saving and investment.\n\nBefore joining the JEC, he was a Senior Consultant with the Office of Federal Tax Services of Arthur Andersen in Washington, DC. At Arthur Andersen he worked on transfer pricing issues for large multinational corporations to ensure compliance with U.S. and international tax\nregulations. Jason started his DC-based career as an Economist with the Research Division of the Internal Revenue Service, where he forecast return volumes and developed econometric models to assist tax compliance and administrative initiatives.\n\nJason received his Bachelor of Arts degree from the University of Michigan, Ann Arbor; his Master of Public Policy degree from Georgetown University; and his Ph.D. in Public Administration & Policy from Virginia Tech. His dissertation research focused on the use of tax distribution tables in the federal tax policy arena.\n\nJason was elected by his fellow Georgetown alumni to serve a two-year term on the inaugural\nGeorgetown Public Policy Institute Alumni Board starting in 2005. He was subsequently elected\nChairman by the other members of the Board. He continues to serve as a member of the GPPI Alumni\nBoard. Jason was honored as the 2006 recipient of the Colin Campbell Award, which recognizes GPPI\nalumni for their support of the GPPI community. Jason was also honored by Virginia Tech, as the\nrecipient of the Outstanding Recent Alumnus of the College of Architecture and Urban Studies for 2009-2010.\n\nDr. Fichtner serves on the Adjunct Faculty at the Georgetown Public Policy Institute, the Johns Hopkins School of Advanced International Studies and the Virginia Tech Center for Public Administration & Policy where he teaches courses in Economics, Public Finance, Public Policy Process, Public Management and Public Budgeting Processes.

Jasnik Parmar is co-founder and vice president of Entry Point Advisor Network in Brighton, Mich.

Jasen is the founder and CEO of Polly Portfolio, which empowers users to express their investment viewpoints while still benefiting from institutional-quality portfolio management. Prior to Polly Portfolio, he was a founding executive at a $12bn alternative asset manager and also held senior positions in proprietary trading and capital markets businesses. He studied mathematics at Yale, lives in New York with his family, and is a street food enthusiast.

Janine was born in Venezuela and educated in the United States. She began her career 25 years ago on the foreign equity arbitrage desk, where she took advantage of her language skills—Spanish, French, and Portuguese—to gain insight into emerging markets. She earned her CIMA® and became part of an elite group to receive the qualification as an advanced investment consultant. She has spent the majority of her career advising institutional clients with their investment portfolios—providing industry leading advice, delivering personalized institutional consulting services and ongoing due diligence and reporting. Also, it is Janine’s relationships in the industry that provide access to specialists that keep the group’s financial strategy current with the latest innovations.

Janet Kelly is a Vice President for Pershing, a BNY Mellon company, and a member of Pershing’s Practice Management team.\nWith over 20 years in the financial services industry, Janet has successfully engaged and inspired hundreds of individuals and teams, including financial advisors, private bankers, institutional salespeople and senior executives. These professionals look to her for guidance and advice across critical areas of managing a successful practice, client acquisition and retention strategies. Janet is known for her sales and presentation skills coaching. She is passionate about making a difference by sharing the best practices, allowing financial professionals to leverage her expertise for greater confidence.\nPrior to joining Pershing, Janet was a director and senior program manager for UBS, where she designed, developed and delivered programs for financial advisors, from large scale conferences and local market workshops. Janet has worked for Merrill Lynch, Shearson Lehman Brothers and several financial consulting firms. She began her career as a financial advisor at Merrill Lynch and later with Shearson Lehman Brothers. Janet earned a Bachelor of Business Administration from The University of Texas at Austin with a concentration in Marketing.

Peggy Bresnick is a contributing writer for Digital Insurance.

The firm misreported over 1 million transactions, according to the regulator.