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Grace L. Williams covers AI, technology and professional development for Financial Planning, helping advisors evaluate and adopt the tools that grow their businesses and deepen client relationships. 

She brings more than two decades in financial journalism to the beat, including time at Dow Jones writing about markets and investing for the Wall Street Journal and Barron's, with additional bylines in the Harvard Business Review, Institutional Investor, and Arizent's On Wall Street.

Grace is also the author of Give Her Credit: The Untold Account of a Women's Bank That Empowered a Generation, a nonfiction account of the 1970s women's banking movement. She holds a degree in print media from Columbia Graduate School of Journalism and is an alum of the City College of New York.

Off the clock, she's likely to be found upside-down on aerial silks or playing acoustic guitar.

Connect with Grace at LinkedIn, or reach her at grace.williams@arizent.com.

As Director of BenefitsVIP, Corporate Synergies’ high-touch employee advocacy and benefits administration support center, Grace Campagna instills a consistent focus on urgent and accurate benefits inquiry and issue resolution. She developed the department’s industry-leading standards, implemented technologies, initiated service protocols and oversees its advocates who help people understand and use their benefits.

Gordon A. Schaller, a Partner at Jeffer, Mangels, Butler & Mitchell, LLP, is a prominent tax and estate-planning attorney in Southern California who has been in practice for over 30 years. Mr. Schaller focuses his practice on taxation issues, estate planning, business succession, charitable and wealth management services and trust and estate litigation. Because of his expertise, many high net worth individuals, family offices, and numerous public and private charitable organizations turn to Mr. Schaller for effective and creative solutions for tax, charitable, business succession and family issues. His intimate knowledge of financial, estate and tax structures make him a crucial member of an affluent client’s core team of advisors.Mr. Schaller is among the country’s most in-demand attorneys for developing comprehensive, integrated multi-generational wealth planning, preservation, insurance and management solutions. Besides being a seasoned expert in the nuances of wealth transfer and taxation, Mr. Schaller is also well versed in creating technological platforms, freeing advisors to place their focus on clients and their needs. Mr. Schaller frequently facilitates the interaction of the client's investment, insurance, tax and philanthropic advisors to achieve goals-based integrated results. He is also well-known in the area of captive insurance structures for uninsured risks combined with related estate planning and business succession planning.Prior to joining JMBM, Mr. Schaller was founder of an independent wealth advisory firm. He is a Fellow in the American College of Trust and Estate Counsel (ACTEC).Phone: (949) 623-7200

Glenn S. Freed, PhD, CPA, PFS, is a leading investment and tax expert in the investment management industry. Dr. Freed is the Chief Executive Officer of Vericimetry Advisors LLC, which intends to make the necessary filings to become an investment advisor registered with the Securities and Exchange Commission during 2011. Dr. Freed has 25 combined years of experience in investment management, tax and accounting research, education, and tax advising. He received a PhD from the Graduate School of Business at the University of Southern California and a BS in accounting from the University of Florida.

Glenn G. Kautt CFP, EA, is a Financial Planning columnist and a founder of Rockford, Illinois-based Savant Capital Management.

Co-founder of WIFE.org and originator of the acclaimed Second Saturday program (“What Women Need to Know About Divorce”), Ginita Wall is a financial expert and columnist for Turbotax, Divorce Magazine, Divorce360.com, and has written for iVillage.com, CNBC.com, Cox Interactive Media, the General Electric Center for Financial Learning andDivorce Magazine.\nAs a nationally recognized expert on the subject of women and money, Ginita is a frequent speaker for women’s groups, conventions, professional groups, and philanthropic organizations. Named one of the 250 top financial advisors in the country by Worth Magazine seven years in a row, she has authored eight books and numerous booklets on personal finance, including The ABCs of Divorce for Women. As a fee-only advisor located in San Diego she specializes in helping people through life transitions, including divorce and widowhood.\nQuoted in The Wall Street Journal, Business Week, USA Today, Money, and other financial publications, she has appeared on the NBC Nightly News, MSNBC, National Public Radio, CBS This Morning, the Discovery Channel’s Home Matters, and numerous other radio and television broadcasts. She is also listed in Who’s Who in Finance.\nGinita’s depth of knowledge and her light-hearted style form the perfect combination for client appreciation seminars, convention spouse’s seminars, broker education training, and professional conferences. She has presented seminars for Charles Schwab, TD Waterhouse, Sharp Hospital, the American Institute of Certified Public Accountants (AICPA), the National Endowment for Financial Education, , the International Certified Divorce Specialists, the National Association of Tax Practitioners (NATP), the Women’s Council of Realtors, San Diego Union-Tribune, and GE Financial.\nGinita Wall received her BA from Antioch College in Ohio, and she is a certified public accountant in New Mexico and California. Ginita lives and works in San Diego, California. For further information, go to www.planforwealth.com, call her at (858) 792-0524 or use our online form.\nnote: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER(TM), which it awards to individuals who successfully complete initial and ongoing certification requirements.