The Latest

  • Chris Markowski is the founder of Markowski Investments, a national financial planning firm based in Tampa, FL, and the radio personality behind the weekly nationally syndicated Watchdog on Wall Street program.

    April 29
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  • April 29
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  • Chris Hill is the Founder and CEO of Spotlite. Spotlite offers a benefits enrollment and communication technology designed to simplify the delivery of employee benefits. Spotlite facilitates a shift to consumer-driven benefit plans by helping employers overcome the challenge of offering voluntary benefits on traditional enterprise and benefits administration systems. Spotlite serves more than 3 million employees from large employers, including Starbucks, Yahoo!, Chevron, and Abbott Laboratories.\nBefore founding Spotlite in 2006, originally doing business under the brand PerkSpot, Chris worked in private equity and investment banking. Chris is active in the Chicago entrepreneur community and serves on the board of Griffith Tutoring, a non-profit tutoring group preparing at-risk Chicago high school students for the ACT college entrance exam.

    April 29
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  • Despite a challenging operating environment, the broker-dealer’s earnings soar from the previous quarter.

    LPL earnings 4/29/16
  • Since 1998, Cheryl has been providing financial advisory and private wealth management services to a distinctive clientele. As a CERTIFIED FINANCIAL PLANNER™ professional, she specializes in providing holistic financial planning services. She is also a Chartered Financial Consultant.Cheryl attended New Mexico State University as a Presidential Scholar, graduating with honors with a degree in psychology and business administration before pursuing postgraduate studies in biochemistry at the University of New Mexico. She credits her competitive academic drive – which led to her graduate from high school at 16 and from college at 20 – to her experience growing up in a family of 11 children.Cheryl has received numerous awards, including the Presidential Award for Best Financial Advice in 2004 from American Express. Reuters ranked her as one of the top advisors in 2008 and 2009. In 2009 and 2010, Cheryl was invited to attend Barron’s Winner Circle for Top Independent Advisors and for the top 1% of all Women Advisors. She was included in San Jose Magazine’s “Women in Business” list in 2004 and 2006. Additionally, she has been invited to present numerous personal finance classes at multiple Fortune 500 companies, including Apple, Microsoft, AT&T, Nortel and IBM.In the community, Cheryl serves on the board and finance committee of FLY Fresh Lifelines for Youth, a nonprofit organization helping at-risk youth in the Bay area. She is also active with Team in Training, which raises funds for leukemia and lymphoma treatment and research.As the mother of three boys, Cheryl is committed to properly balancing work and life. She has run three marathons and nine half-marathons in the past three years and is currently pursuing her black belt in Tae Kwon Do. In her spare time, she enjoys running, kickboxing, golfing, skiing and reading.

    April 29
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  • Cheryl Nash is President for Investment Services at Fiserv, the leading global provider of financial services technology solutions. Cheryl is responsible for driving the strategic vision and direction of the industry leading technology solutions offered by Fiserv, which serve the wealth management industry.   \nCheryl has over 25 years of experience working in the wealth management industry and has been instrumental in the development of multiple strategy portfolios, more commonly known today as unified managed accounts (UMAs). \nIn her current position, Cheryl is now the driving force behind the Investment Services Single Platform strategy, which comprises many initiatives that will result in: an integrated front-middle-back wealth management solution; a single managed-account platform; an aggregated view of client assets and liabilities to support goals-based wealth management; and a heightened focus on supporting the financial advisor with  a digital advice offering to complement the service they deliver, increase their effectiveness, improve the investor experience and grow assets under management.\nCheryl played significant roles in the acquisitions of Upstream Technologies and AdviceAmerica, providing Fiserv clients with an integrated trading environment and financial advice and planning technology, respectively. \nCheryl is a recipient of the Money Management Institute’s (MMI) prestigious Pioneer Award for contributions, which embody MMI’s mission to serve as an advocate and catalyst for growth in the managed accounts and wealth management industry. Cheryl is on the Board of Directors for the AdviceAmerica business at Fiserv. Cheryl sits on the MMI Leadership Advisory Council and is on the Board of Trustees for the MMI Gateway to Leadership Diversity program.

    April 29
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  • Cheryl Larson is president and CEO of the Midwest Business Group on Health. MBGH is a not-for-profit, 501(c)(3) educational and research organization of over 100 large, self-funded public and private employers who are represented by the human resources and health benefits professionals within these organizations.

    April 29
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  • Charles L. Nemes is a senior vice president with Nemes-Rush Private Wealth Management of Raymond James, Novi, Mich.

    April 29
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  • Charles Goldman is President and CEO of AssetMark, an independent provider of innovative investment and consulting solutions serving financial advisors.

    April 29