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\nLaila Pence is a very successful financial planner with over 30 years of experience. \nBarron’s magazine & Orange County Business Journal rank Laila the top advisor in Orange County, and #13 nationally in the Barrons’ TOP 100 Women. Laila has received a Five Star Award four years in a row. In June, Laila was honored by Orange County Orange County Business Journal with their Women of the Year in Business Award. \n

Kristin Tugman, MS, CRC, LPC currently works for Unum as Director of Health and Productivity Development. Kristin’s work with large corporate customers entails total absence management. The process begins by defining the impact of lost time on the organization and then evolves into the development and implementation of health and productivity, absence management, return to work and stay work policies and programs. Kristin is a Certified Rehabilitation Counselor and a Licensed Professional Counselor. Kristin has been working in the field of vocational rehabilitation since 1997 when she graduated from Georgia State University with a Master of Rehabilitation Counseling degree. Kristin has authored several publications pertaining to the psychological aspects of disability. Her work details a specific cognitive behavioral model to assist individuals in overcoming psychological barriers that prevent a return to productivity. Ms. Tugman continues to actively work on the research and development of techniques that assist individuals with psychiatric and other disabilities in maintaining appropriate function in the competitive work force while pursuing a PhD in Industrial and Organizational Psychology.

Jack has 35 years of human resources\/benefits experience – including HR\/Benefits leadership positions at four different Fortune 500 companies. He has the following degrees: LLM-Employee Benefits with honors, John Marshall Law School, JD, South Texas College of Law and MBA and BBA–Business Economics, Cleveland State. \nJack recently completed a three year term on the Department of Labor’s Advisory Council.  He has held board positions at World at Work, Council on Employee Benefits, American Benefits Council and International Foundation of Employee Benefit Plans.   

I work one-to-one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan tailored to their short- and long-term goals. As your Ameriprise Private Wealth Advisor, I'll work with you to take action on your personal financial strategy. I'll help you track your progress and recommend changes to your plan as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions. Being an experienced advisor from Ameriprise Financial, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals. Designations and Degrees: CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Planning Counselor™.

SUSAN MACMICHAEL JOHN, CFP®, AIF® is the founder and President of Financial Focus, Inc. A fee-only financial planner, Susan established Financial Focus, Inc. in 1995. Financial Focus provides comprehensive planning services to northern New England professionals, retirees, and families. Susan has been providing personal and business financial planning services since 1985 and obtained her certified financial planner credential in 1989. She is a member of the FPA (Financial Planning Association) and NAPFA (National Association of Personal Financial Advisors). Susan has spent several terms on NAPFA’s Board of Directors where she developed NAPFA’s “Transition to Fees” workshops and NAPFA’s “Fiduciary Oath.” She served as NAPFA’s Government Affairs Liaison from 1994 through 2003. . She is serving her second term as a National Board Member and currently serves as Chair. \n\nOther Current Activities Include:\nDirector and Chair: National Association of Personal Financial Advisors (NAPFA)\nHonorary Director: E. Stanley Wright Museum Foundation.\nIncorporator: Meredith Village Savings Bank\n

Julie Murphy Casserly, is a 16-year veteran of the financial services industry and author of the book, \n The Emotion Behind Money: Building Wealth from the Inside Out. Julie's mission is to "financially \nheal the world" by helping people understand their emotions behind money, and how these attitudes \naffect how they earn, spend and save - or, conversely, accumulate debt.\n It is Julie's practice to delve into the emotion and psychology behind her clients' monetary issues,\n spending patterns and behavior. Only by digging deep and really understanding her clients does she\n feel she can lead them on the right path. \n A Chicago-based entrepreneur, Julie founded JMC Wealth Management, Inc. in 2000. She works \n with more than 2,500 clients worldwide on all aspects of their financial portfolios including \n investment asset allocation and risk management, insurance needs, retirement planning, business \n planning, college planning and estate planning. Julie considers understanding each client's personal \n life strategy, goals, and dreams to be the key that enables her to create truly personalized financial\nplans. \n Julie is a graduate of the University of Illinois - Urbana\/Champaign School of Business where she \n earned a Bachelor of Science in finance. She earned an MBA from The University of Notre Dame in \n 2005. \n Julie is a sought after media expert on finance and emotions behind money. She has appeared on \n CNBC's "On The Money," Oprah & Friends Radio and Lifetime Television. She has been featured in \n the The Chicago Tribune, Forbes and The Wall Street Journal.\nAbout: "The Emotion Behind Money: Building Wealth From the Inside Out"\n"Wealth doesn't come from managing your money. \n Wealth comes from managing your emotions behind money." \n The Emotion Behind Money is based on the notion that we each have specific emotions or emotional \n patterns attached to money that impact every financial decision we face. Amazingly, these thoughts \n are not just fleeting reactions; they actually influence how much money we will make and amass \n throughout our entire life!\n The narrative is personal and compelling. Julie draws on her own relationship with money, which had \n its roots in her upbringing as one of 12 children. The Emotion Behind Money is filled with relatable \n anecdotes based on the wide variety of individuals and couples with whom she has worked over the \n past decade. Julie also provides exercises to help readers build their own financial roadmap. \n The Emotion Behind Money is designed to be transformational for people of all ages and financial\n status. It helps you move past your preconceived notions about money and set new goals that will \n allow you to think positively about your finances and live the life you deserve and desire.\n

A half-dozen recruits jump between the wirehouse rivals.

Michelle Alberda founded a solo financial advisory practice of Ameriprise Financial Services, Inc. in San Francisco, CA in 2007. She has 11 years of experience in financial planning and in 2004 she received CFP® certificant status. Her main focus is working with women and small business owners. Prior to this, Ms. Alberda utilized her foreign language skills and experience in South East Asia to co-found BMC Resources, a consulting firm in Malaysia, which specialized in government infrastructure projects. Her career highlights also include being the only non-Japanese person employed by Toyota Automatic Loom Works (the parent company of Toyota, Inc.) in Japan during the early 90’s, and collaborating with a team of all Japanese engineers to develop a patent for the automobile air conditioning air compressor.Michelle is the co-founder of SKIRT Network, a networking group for women, and co-author of the Amazon.com bestseller: “SKIRTWorking: How to Network Using SKIRT”. She was the 2007 President of the Financial Women’s Association of San Francisco and currently serves on the Scholarship Endowment Fund committee.

Nannette is a strong believer in the personal freedom that financial certainty brings. When financial concerns are managed and minimized, she says, people have a greater tendency to enjoy life fully. She's made it her mission, then, to help clients meet their financial goals so they can get back to the things that make them happy and fulfilled. Through her private wealth advisory practice, Nannette offers a broad range of financial products and services, with a strategic focus on retirement planning strategies, saving for education, estate planning strategies and charitable giving. She's earned recognition for her 37-year-long financial advisor career, having recently received the prestigious Hall of Fame Award and has been in the Chairman's Advisory Council for several years. Since 1995 she has hosted the local public television show It's About Money, which seeks to educate viewers on money matters. She also sits on several boards, among them the Rochester Philharmonic Orchestra and The Friendly Home, a Rochester, N.Y.-based nursing care and rehabilitation center. Professional associations she belongs to include the Investment Management Consultants Association and the National Association of Insurance and Financial Advisors. A graduate of Cornell University, Nannette enjoys live theater, films and visual art. During her free time she travels and cooks. She is also an author, having published several children's books.