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Bob Melia is vice president of product development, product and solutions management retirement plan services at Lincoln Financial Group.

Bob was the managing Partner of Schoenfeld Mendelsohn Goldfarb LLP when the 52 year old firm merged with Janover LLC on August 1, 2013 at which time Bob became a Principal of Janover LLC. He received his Masters of Arts degree from Adelphi University and his Masters of Business Administration from Hofstra University. Bob started his professional career in accounting over thirty-five years ago when he joined the staff of Price Waterhouse. He was a tax manager when he left Price Waterhouse.\nBob has appeared on television news and has written several books on taxation updates for the profession. He was also the technical editor of Clinton Administration Tax Legislation published by Harcourt, Brace & Janovich. He has also spoken extensively for the American Institute of CPAs, many State Societies of CPAs and the National Conference of CPA Practitioners. Additionally, Bob was recently appointed to serve a 5-year term as a member of the New York State Board of Public Accountancy.\nBob is a Past President of the National Conference of CPA Practitioners and served as Chair of their National Tax Policy Committee and their National Issues Committee for several years. He recently completed a three-year term on the governing council of the American Institute of CPAs and is an active member of the New York State Society of CPAs where he served as a member of several of their committees including the Executive Board of the Nassau County Chapter. Bob was also named as one of the 100 most influential people in Accounting for two consecutive years by the highly regarded publication Accounting Today. Additionally Bob was recognized as “Businessperson of the Year” for his service while President of the Great Neck Chamber of Commerce and President of the Great Neck Lions Club. He also was a Senior Adjunct Professor of Accounting at Adelphi University where he taught accounting for more than twenty years and was an adjunct professor for Hofstra University teaching in their CPA Review Course which was given to accounting students seeking their CPA certification.\nBob raised more than $30,000 for the Leukemia and Lymphoma Society by participating in several triathlons and more than $15,000 on bicycle rides from Boston to New York for Aids Research. He recently completed an Iron Distance Triathlon in Sandusky, Ohio.

Attorney Robert G. Alexander, JD, LL.M., AEP, EPLS, is the President and majority shareholder of Alexander & Klemmer, S.C., located in Milwaukee, Wisconsin. Mr. Alexander entered into private practice in 1978 and concentrates his practice in the areas of wealth transfer, asset protection and family business planning, including discretionary dynasty trusts, asset protection trusts, life insurance planning, federal estate and gift taxation; trust and estate administration; fiduciary income taxation; charitable planning; business organization and succession planning and international tax planning. He has earned professional designations as a Board Certified Estate Planning Law Specialist (EPLS) as accredited by the American Bar Association, and as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils (NAEPC). He is AV rated by Martindale-Hubbell, its highest rating in legal ability and ethical standards, a Wisconsin Super-Lawyer and a Milwaukee Five Star Wealth Manager.Mr. Alexander currently holds the office of secretary for the National Association of Estate Planners & Councils and serves on the board of directors of the Estate Planning Law Specialist Board, (EPLS), Inc. (2003 to the present). He is the chairperson of the NAEPC Foundation Committee, serves on the NAEPC Committee administering the Accredited Estate Planner (AEP) designation, and the Conference Committee. He is an NAEPC delegate to the Synergy Summit, a leading national estate, tax, and financial think tank, where he also served as the chairperson, served on the editorial advising board of Wealth Management Magazine (2007-2009); and is on the professional advisors panel for The Elite Advisor Forum. Mr. Alexander served for two years as the original Publishing Editor of the NAEPC’s academic journal, The NAEPC Journal of Estate and Tax Planning; and for three years on the board of directors of the Milwaukee Estate Planning Council. Currently he serves on the board of directors for the Milwaukee Chapter of the Society of Financial Service Professionals (SFSP).He is a nationally known author and speaker who lectures and teaches extensively for both public and private organizations, including the National Association of Estate Planners & Councils (NAEPC), national continuing legal education providers, the Wisconsin Institute of CPA’s, major insurance companies, brokerage firms, banks, trust companies, community foundations, charitable organizations, and various local colleges.Mr. Alexander is a member of the American Bar Association sections on Real Property, Probate and Trust Law and Taxation; the State Bar of Wisconsin; the National Association of Estate Planners & Councils; the Milwaukee and Waukesha Estate Planning Councils; the Society of Financial Service Professionals (SFSP) and the Society of Trust and Estate Practitioners (STEP). Mr. Alexander is admitted to practice in Wisconsin, the U.S. District for the Eastern and Western Districts of Wisconsin, the Seventh Circuit Court of Appeals, and the U.S. Tax Court.He earned a B.A. in English from the University of Wisconsin-Madison, J.D. from the University of Wisconsin-Madison Law School, and an LL.M. in Taxation from DePaul University.Phone: (414) 476-5020

Bo Eason is a retired NFL safety, Broadway actor, and playwright. His one-man show “Runt of the Litter” has received rave reviews. More importantly, Bo has helped hundreds of financial advisors attract more affluent clients by increasing their power of presence.