Frank A. Cappiello
Frank A. Cappiello is President of a McCullough, Andrews & Cappiello, Inc., a large investment counseling firm with offices in San Francisco, CA and Baltimore, MD.  He is one of the country's leading financial analysts.  He is an expert on the national economy and a recognized authority on investments.  His background in economics is extensive: formerly the Chief Investment Officer for an insurance holding company as well as Research Director of a major stock brokerage firm.
 

Jordan Goodman
Jordan Goodman, is known as America's 'Money Answers Man' for a good reason. He has been answering America's questions about personal finance for over 20 years. He is the author of 4 best-selling books on personal finance, including "Everyone's Money Book', which you have received here.
 
 
KIP GREGORY
Kip Gregory is known for coaching financial advisors and wholesalers on how to translate technology into a competitive advantage. He is widely regarded for his unique ability to help clients leverage software and the Internet to improve results. Kip has worked with leading brokerage firms, mutual funds and insurance companies across the United States and Canada. He has been a featured speaker at national events for many of the industry's leading associations and companies.
 
 
STEVE GRESHAM
Stephen D. Gresham is executive vice president and director of retail markets for Phoenix Investment Partners, Ltd., a $42 billion asset-management division of The Phoenix Companies, Inc.(NYSE – PNX). He is also senior vice president – asset management distribution, for The Phoenix Companies, Inc. Prior to joining Phoenix in July 2001, he managed his own wealth-management consulting firm -- The Gresham Company, LLC. Clients included Merrill Lynch International, where he helped develop the Private Wealth advisory program, as well as Schwab Institutional, National Financial, Citibank Private Bank, Prudential Investments, Goldman Sachs and AIM Distributors. He has worked with over 50 domestic and international financial services firms.
 
 
RODNEY JOHNSON
Rodney Johnson is one of America�s leading investment strategists and advisors. The foundation of his success is the HS Dent system of forecasting economic change based on demographic trends.  As president of HS Dent Publishing, Johnson publishes and writes for HS Dent Forecast newsletter, which is known for its in-depth analyses of change and economic growth affecting the financial markets. He appears regularly in the financial news media where he is valued for his candor and insight into economic and stock market trends.  Johnson is the primary instructor for the highly successful HS Dent Demographics School launched in 2006 and attended by executives from around the world.
 
 
Terry Jones
Terry Jones founded Travelocity.com. He led the company as President and Chief Executive Officer from it’s founding until May 2002. Previously, Jones served as Chief Information Officer at Sabre Inc. In his 24 years at Sabre, Jones held various executive positions including President of Decision Technologies, Vice President of Applications Development and Vice President of Product Development.
 
  
 
Jonathan Pond
Jonathan Pond's work in educating the public on financial matters has been far-reaching and widely recognized. His eight prime time public television specials have been critically acclaimed for the effectiveness in providing useful and understandable financial guidance to people of all financial circumstances. He is widely sought as an objective and entertaining observer of the investing and personal financial planning scenes.
 
 
James Rogers
Jim Rogers is the author of Investment Biker: On the Road with Jim Rogers (published by Random House).  An entertaining speaker, he mixes wit with sometimes contrarian wisdom that offers new and enlightened ways to view our world. He is an investor who has been chronicled in Jon Train’s The New Money Masters, Jack Schwager’s Market Wizards, and other books.  He has been frequently featured in Barron’s, Forbes, Fortune, The Wall Street Journal, and The Financial Times, and most national news publications dealing with the economy or finance. He also has appeared on nearly every news and public affairs television program – both network and cable – and has been a columnist in various media offering his insight on finance, investment, politics, history, foreign policy and social issues and how they interact. He sometimes is a visiting professor at Columbia University.

Terry Savage 
Terry Savage is a nationally recognized financial authority and television personality. Her new book, The Savage Truth On Money, published in October 1999, was named one of the "ten best money books of the year" by Amazon.com. It has joined her previous books -- Terry Savage's New Money Strategies For The '90s and Terry Savage Talks Money -- on the best-seller lists. And The Savage Truth on Money has been made into an hour-long television special program now airing on PBS stations across the country.
 
 
William G. Shipman is Chairman of CarriageOaks Partners LLC a Massachusetts-based consulting firm specializing in retirement finance.  An advocate of Social Security reform in the United States, Mr. Shipman has testified before the House Ways and Means Sub-Committee on Social Security and co-authored Promises to Keep: Saving Social Security’s Dream.  He is Co-Chairman of the Cato Project on Social Security Privatization, and was on the National Advisory Board of “Americans Discuss Social Security,” a non-profit organization funded by the Pew Charitable Trusts to generate informed debate on the issue. 

Professor Jeremy Siegel
Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976.
 
 
Dan Sullivan
Dan Sullivan is co-founder and President of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 25 years' experience as a highly regarded speaker, consultant, strate­gic planner, and coach to entrepreneurial individuals and groups. Dan's strong belief in and commitment to the power of the entrepreneur is evident in all his work, particularly in The Strategic Coach Program, which he continues to develop to help entrepreneurs reach their full potential in both their business and personal lives.
 
 
KEN UNGER
Ken Unger is an experienced and respected coach and trainer known throughout the financial industry for his knowledge, enthusiasm and high energy level. He is widely recognized by audiences of Financial Advisors nationwide for sharing efficient practice management strategies and effective sales and marketing ideas. As President of Million Dollar Producer, Ken creates training materials and conducts training sessions for mid to high-level Financial Advisors.
 
 
Dan VETO
Dan Veto has nearly 20 years of business experience in personal financial services and healthcare with a particular emphasis on boomers and retirees. Mr. Veto frequently provides keynotes on the topic of the changing nature of retirement and its implication for boomers. His thought-provoking programs have been presented to a who’s who of financial services organizations including Merrill Lynch, HSBC Bank, Charles Schwab, Fidelity Investments, among others.  Mr. Veto served on the Board of Directors and was Chief Marketing Officer and Senior Vice President of Strategic Planning at Bankers Life and Casualty Company, an insurance-based financial services firm exclusively focused on meeting the financial needs of retirees.