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Curtis Cloke is a retirement income professional, trainer and speaker with more than 30 years of experience in income distribution planning.

Clients seek the industry expertise of principal coach Cynthia Harrington who is regarded as a prominent authority in the investment field. She has thirty years experience in asset management and is an award winning journalist.\n As founder and principal, Cynthia uses a coaching process that helps clients grow within their work context, focusing primarily on high performance individuals in finance and entrepreneurs in fast growth trajectories. She achieves measured success with coaching clients with 100% meeting or exceeding goals.\n Previously, she founded and managed Harrington Capital Management, an SEC-registered large cap value manager; Cynthia also advised the high net worth and small institution market at Piper Jaffray and Bear Stearns before founding Harrington Capital Management.\n Cynthia is a distinguished thought leader in behavioral finance. Her article “Common Hedge Fund Biases” has accomplished the 4th most read entry at Finance Professionals’ Post of the NY Society Security Analysts. She was also on the Board of the Applied Behavioral Finance Group, a special interest group affiliated with CFALA. She holds the designation of chartered financial analyst (CFA) and Certified Fraud Examiner (CFE).\n As an award winning journalist, she published over four hundred of her articles in publications such as CFA Magazine, Fraud Magazine, Accounting Today, Financial Engineering News, and Journal of Accountancy.\n She is a member of the CFA Institute and started the 100 Women in Hedge Funds group in Los Angeles. She has 300 skydives and credits her instinctive sense of risk management to the sport.

\nCynthia Stephens is a marketing and research maven with more than twenty years’ experience in data-driven businesses, which includes driving rapid growth of two early-stage technology companies. She is experienced in developing high-impact marketing strategies using digital and content marketing to drive market visibility and expand market share. At ByAllAccounts Cynthia drives the firm's growth agenda and leads overall market positioning and brand strategy.\n\n\nPreviously, Cynthia was Director of Marketing at Compete, one of the 50 fastest growing technology companies in New England. As one of the first 35 employees at Compete, Cynthia helped build the company’s brand with Fortune 500 marketers, which contributed to the successful acquisition of the company by TNS (Taylor Nelson Sofres plc) for $75 million in 2008. Prior to Compete, Cynthia served broker dealers, independent financial advisors and asset management firms in her roles at The KELYN Group and ByAllAccounts. Previously, Cynthia held several roles for the forecasting and consulting unit of Standard & Poor’s (formerly Data Resources Inc.), helping executives understand the impact of global trends on their businesses.\n

Craig L. Israelsen, Ph.D., a Financial Planning contributing writer in Springville, Utah, is an executive in residence in the personal financial planning program at the Woodbury School of Business at Utah Valley University. He is also the developer of the 7Twelve portfolio.

Kasten is chairman of SKYGEN USA, a collection of benefit solution companies that brings together a distinguished mix of next-generation benefit management and technology tools that help health care organizations be market-leading and reform-ready. Reach him at crkasten@skygenusa.com.