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Ms. Egan was a commercial banker for many years, working for Bank of America, First Chicago and LaSalle Bank over a 25 year period. She decided to leave banking and work with individuals in an independent setting, and joined Asset Financial Services, Inc., in 2006 as a Financial Advisor.  Asset Financial has just merged with North Star Investment Management Corp. and Sharon is Director of Financial Planning Services.\nShe works primarily with women, helping them to understand their life goals and aligning their financial life to support those goals. She also places emphasis on working with the elderly and has helped clients navigate into the decumulation phase of their lives,\nSharon speaks about financial issues to various community groups and in addition to her work with the FPA is an active member of NAWBO, the National Association of Women Business Owners.\nSharon is an Instructor at Northwestern University and teaches Introduction to Financial Planning.\nIn 2012 she will be President Elect for the Financial Planning Association of Illinois, the largest FPA chapter in the country.\nShe was awarded her MBA from Indiana University in 1979 and her Certificate of Financial Planning in 1994.\n

\nRosemarie leads a team that provides the guidance, education and support that help Women in Transition get back to a new beginning. She has significant expertise in the area of working with women who are experiencing divorce or have become widowed.\n\n\nRosemarie volunteers a considerable amount of time empowering women by promoting financial literacy. She speaks frequently on the importance of financial planning for women and provides guidance on how to get started. Her recent speaking engagements include: The Governors Conference for Women; The New Jersey Society of CPAs; The Women’s Institute at Bergen Community College; and the Institute of Continuing Legal Education. Prior to joining the firm in 2008, she spent the majority of her career in the banking industry. \n\n\nShe holds board positions in: Volunteer Management Center in Morristown, NJ; The Women’s Institute at Bergen Community College; the YWCA Women’s Education Task Force, the Executive Women’s Leadership team of the American Cancer Society “Go Red” initiative and the New Jersey Coalition for Financial Education. Her memberships include: New Jersey Association of Professional Mediators, The New Jersey Chapter of the Association of Family and Conciliation Courts, The New Jersey Collaborative Law Group, The Mid Jersey Collaborative Law Group, and Executive Women of New Jersey. \n\n\nRosemarie earned a Bachelor of Science degree from St. Francis College. She is a Certified Financial Planner, a Chartered Life Underwriter and is Certified as a Divorce Financial Practitioner. She holds Series 7 & 66 New Jersey life and health insurance licenses. \n\n\nShe was named by NJBiz as one of New Jersey’s Best 50 Women in Business in 2011. \n

VERES: Fiduciary Rule: The Winners

Rick Kahler, MS, CFP® is a fee-only financial planner, speaker, educator, and columnist. Rick is a pioneer in integrating financial planning and psychology. In 2009 BusinessWeek named him one of the top 15 most experienced planners in the nation. In 2008, the Financial Planning Association named him as a 2008 Financial Frontiers Awards winner. His firm is listed by Wealth Manager magazine as the largest financial planning firm in a seven-state region. He is a past chairman of the South Dakota Investment Council, managing $6 billion and currently is a faculty member at Golden Gate University.His work and research has been featured or cited in scores of periodicals and books, including NBC’s Today, ABC’s 20\/20 and Good Morning America, The Wall Street Journal, The New York Times, The Washington Post, USA Today, Money magazine, BusinessWeek, and MarketWatch. He is a co-author of four revolutionary books on money, financial planning, and therapy: Facilitating Financial Health (NUCO 2008), Conscious Finance (FoxCraft 2007), The Financial Wisdom of Ebenezer Scrooge (HCI 2006) and Wired For Wealth (HCI 2009).

A lifelong resident of Chicago, Pat Koney has been an Ameriprise financial advisor for 24 years. She has risen through the ranks to become a Private Wealth Advisor and President of Patricia Koney and Associates, an independent Private Wealth Advisory practice. Pat and her team of four work with 550 clients and manage $135M in assets. \nPat’s success as an advisor has been recognized both internally and externally. At Ameriprise, she is among the top 5% of advisors and is a member of the Ameriprise Diamond Ring club. She has also been included in the Million Dollar Round Table and recognized in Chicago Magazine as an Elite Five Star Wealth Manager in 2010 and 2011. \nPat loves to spend time with her family, including “the world’s most darling granddaughters” ages 2½ and 7 months. When she’s not with her family, Pat enjoys travelling and giving back to her community through her efforts on the Planning Giving Committee at Providence Catholic High School. \n

Here’s how On Wall Street’s Top 10 Branch Managers land the best talent and help shape the industry’s future.

After a long career in education, Maggie joined the Integré Wealth Management of Raymond James team in February, 2012. She was chosen to participate in a two year training program through Raymond James that has resulted in her achieving her CERTIFIED FINANCIAL PLANNER™ designation.\nHaving lived in the Bay Area for over 20 years, Maggie is very involved in her community. She is a recent graduate of Leadership Contra Costa, a year-long program through the Chamber of Commerce. She volunteers for the White Pony Express, an organization that delivers food to shelters and other programs that feed the less fortunate. In addition, she helps to organize events for the Francis in the Schools program, which involves fun-filled and educational one-day outings for schoolchildren in the San Francisco Bay Area.\nShe and her husband, Jeff, and son, Tyler, enjoy traveling together, and are lucky to have family in such wonderful destinations as Hawaii, Montana, Florida, and Italy.\n 

\n\n\n\nUntitled Document\n\n\n\nLynn Lawrance is a financial advisor who works with her clients to create, protect, and grow their wealth.  She focuses on investment management and retirement planning for individuals, small business owners, and professionals. \nLynn’s clients benefit from experience she’s gained from working with clients since 1995. Her down-to-earth, common sense approach earns her clients’ trust and respect. \nA recognized financial planning and investment management expert, Lynn gives presentations for business and civic organizations.  She has been quoted in publications including: The Dallas Morning News, USA Today, The Indianapolis Star, and Park Cities People.  \nLynn is an Investment Adviser Representative and Registered Representative with Financial Network Investment Corporation.  Financial Network is a full-service, independent Broker\/ Dealer and a Registered Investment Adviser.  Lynn has been affiliated with Financial Network since 1997.  \n\n\n

Lee DeLorenzo began her financial service career in 1979 and is President of United Asset Strategies, a registered investment advisory firm and United Financial Group, a registered broker-dealer.  Lee is a general principal, financial operations officer, registered representative, certified financial planner ®, qualified pension administrator and a licensed life and health insurance professional.  \n Lee’s company doubled the assets under management in the two years following 2008 downturn and has grown another 30% since 2010.\n Lee is ranked as one of America’s Top 100 Women Financial Advisors by Barron’s in 2010 and 2011 and named as one of Long Island’s Top 50 Women in Business in 2011. She has been a contributor to Bloomberg News and Wall$treetWeek. \n

Lazetta Rainey Braxton is co-founder of 2050 Wealth Partners, a registered investment adviser.