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Doug Mantz is Vice President of Sales at The Farmington Company, a national provider of benefits communication and voluntary benefits services. He has over 20 years of industry experience, including on the carrier side. Doug is a published author and has spoken on a variety of industry topics. He is a graduate of Boston College with degrees in Economics and Sociology.\nDoug can be contacted at dmantz@farmingtonco.com or 1-800-621-0067, extension 6703. For more information about The Farmington Company, please visit www.farmingtonco.com. \n

After a twelve year career serving clients at Smith Barney, Dorie decided to fulfill the entrepreneurial legacy of her family. As the third generation of financial planners in her family, she established &Wealth Partners to provide private clients with a new model for financial services management.\n \n Her philosophy was simple: create a customer-centric financial management company, where clients form the nucleus of all services provided, and where the spirit of independent thinking is a valued commodity. Her vision of a relationship-based model drove the formation of &Wealth Partners.\n Dorie is certified by the Certified Financial Planner Board of Standards, Inc.\n (CFP®) for meeting education, examination, experience, and ethics requirements. Her practice is focused primarily on serving the needs of women who are managing the emotional and financial complexity after the loss of their spouse. Dorie provides support to her clients in the areas of organizing their financial management system, determining needs for spending, Estate Planning, Investment Planning, Insurance & Risk Planning, Income Tax Planning, and Retirement Planning & Employee Benefits.\n Born and raised in Providence, Rhode Island, she is the daughter of Toby Fain, who spent her career dedicated to serving children with special needs in the public school system, and Robert Fain, the owner of Fain Financial Services.\n An avid skier who aspires to conquer Buckeye on Empire Mountain, Dorie is a graduate of The Ohio State University and lives with her husband, Michael and son, Toby Buck, in Baltimore, Maryland.\n

Jon Xu, chief technology officer and co-founder of FutureAdvisor, says the financial industry has only begun to tap the data available to it.

Donna M. Mitchell is a financial journalist based in the New York metro area with expertise covering structured finance, commercial real estate, and wealth management. Her work has appeared in Forbes, Next Avenue, Financial Planning and National Real Estate Investor. 

Donna Joseph is the CEO and co‐founder of Rhodes‐Joseph & Tobiason Advisors, an independent employee benefits coaching and consulting company helping brokers, vendors and service providers, employers and employee benefits professionals, www.rjtadvisors.com. She also leads the company’s Grow Your Benefits Career™ coaching practice, www.GrowYourBenefitsCareer.com. As former Benefits Director at a major global company, Donna brings her deep and broad based knowledge and skills to clients. She frequently speaks at national employee benefits conferences and has authored and been quoted in many articles on benefits. She co‐authored the eBook, “Making Voluntary Workplace Benefits a Valued Feature of Every Employer’s Benefits Program”.

Niefeld, CPA, CFP, is a certified financial planner and investment adviser at Raymond James Financial Inc. in Miami.

Donald Jay Korn is a contributing writer for Financial Planning in New York.

Since 1916, LIMRA, a worldwide research, learning and development organization, has been the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 64 countries. To learn more about LIMRA’s 100^th Anniversary Celebration, please visit www.limra.com/100years