November 2, 2017 - Conference Speakers
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William Berberich
SEI Investments
Bill is a Regional Director and is responsible for advisor relationship management, practice management consulting, business planning, and new business development with independent financial advisors in New Jersey, Westchester and Staten Island. Bill has been with SEI since 2006 and brings a substantial amount of industry knowledge and investment experience to the financial advisory marketplace. Prior to his employment at SEI, Bill was a Financial Advisor Associate with New England Financial outside of Philadelphia. Bill graduated with a BA degree in marketing from Penn State University and an Master of Business Administration in finance from Villanova University as well. He currently holds the Series 7, 63, and 65.
  
   
Rob Branton
Pacific View Asset Management
Rob graduated with a Bachelor of Arts in Finance and Marketing from St. Cloud State University. He also holds the following licenses in the security and insurance industry: Series 7, 24, 66 and life/health and annuities license. Rob has been involved in the financial industry for 20 years, most recently as Founder/Chairman of the Advisory Board of Contego Capital, a registered investment adviser in Edina, MN. Rob started his career with Merrill Lynch managing money for clients and implementing company retirement plans and corporate cash plans. Rob left Merrill Lynch to become one of the founding members of Orion Wealth Management, a wealth manager that was ultimately acquired by a larger wealth manager. Upon the sale of his company, Rob was recruited to enter the wholesaling and distribution side of the financial services business. He managed multi-person sales teams that drove sales of funds, retirement plans, and annuities for two of the largest distributors in the world, AIG and Pacific Life. In March 2017, Rob and Brian Gahsman joined Pacific View Asset Management, where Rob is responsible for the distribution of the Global Innovations Fund
 
   
Ed Eckenroad, CFP®
Ameriprise Financial Services
Ed Eckenroad is a CFP® professional and a Regional Director with Ameriprise Financial. His focus is on discussing retirement and estate planning concepts and passing wealth on to the next generation. Ed understands that issues can be complex, so he often consults with his clients’ attorneys and CPAs to help bring clarity, guidance and comfort to his clients and their families. He helps them address issues regarding wealth preservation, efficient tax management planning, asset allocation and distribution among loved ones. He helps advisers and business owners recognize the importance of succession planning as part of their transition and retirement planning process. He finds it personally rewarding when he is able to help clients and advisors leave the legacy they desire.
 
   
Brian Gahsman
Pacific View Asset Management
Brian Gahsman - Portfolio Manager -Brian graduated with a Bachelor of Business Administration in Finance from the quantitative securities analysis program of Haworth College of Business, at Western Michigan University, in July of 2004. After graduation, Brian served as a Global Network Management Consultant, within the International Asset Services Group, at Wells Fargo. His responsibilities included oversight and account maintenance of Foreign Securities and American Depository Receipts. In April of 2008, Brian joined the Leuthold Group (Leuthold Weeden Capital Management) as an Operations Research Analyst/Institutional Trader, primarily focusing on market entry, country exposure, foreign taxation, foreign exchange trading, fair value pricing and global corporate actions analysis. He was also responsible for hedge/mutual fund trading, valuation, administration and audit support. In addition, he provided a variety of support to research, portfolio management, marketing, and executive management teams. In April of 2013, Brian joined investor Steve Leuthold as portfolio manager co-managing the Leuthold Strategies Fund along with a number of private accounts. In this capacity, Brian mainly focused on investments in global water, robotics & automation and biotech. In 2015, Steve Leuthold formally retired and the Leuthold Strategies Fund was closed. In July 2016, Brian, along with Rob Branton, formed Gahsman Branton, LLC to focus exclusively on making investments in businesses benefiting from the robotics and automation theme. In March 2017, Brian and Rob Branton joined Pacific View Asset Management, where Brian is responsible for managing the PVAM Global Innovations Strategy and AlphaCentric Global Innovations Fund.
 
   
Tim Jackson
Reverse Mortgage Funding

Tim Jackson is the National Sales Manager for the Financial Planning Channel at Reverse Mortgage Funding. Reverse Mortgage Funding was the largest Ginnie Mae issuer of HMBS in 2016. With over 17 years of experience Tim has helped over 1,000 older Americans achieve the retirement of their dreams. In 2009 Tim wrote the first HECM for Purchase and today he travels the country educating the financial planning community on the academic research surrounding the new Government Insured Reverse Mortgage. Tim is a a licensed CE instructor providing training and CE Credits for Realtors, CFP's, Accountants, & Insurance Agents. Tim is also a motivational speaker who has won numerous awards for his youth empowerment programs and his work with young people throughout the country.

  

   
Doug Longo
Dimensional Fund Advisors
As a fixed income investment strategist, Doug Longo supports Portfolio Management and Research in areas such as new strategies and enhancements to existing strategies. Doug also serves and supports the firm's fixed income practice with respect to a broad range of the firm's clients. Doug began his career as an associate for Bear Stearns & Co. in New York City, where he completed a three-year fixed income management training program. During the three-year program, Doug gained experience in corporate, municipal, mortgage-backed, and government debt. His ultimate destination was as an associate on the US treasury and agency security trading desk. In April 2008, Doug transitioned to Merrill Lynch, where he developed and managed fixed income portfolios. Prior to working in finance, Doug was one of the youngest sergeants in the history of the United States Marine Corps. As a Marine, he was awarded a Navy and Marine Corps Achievement Medal for leading his platoon on multiple operations in the Middle East. Doug holds an MBA from the University of California, Los Angeles, a BS in finance from CW Post, and is Series 7, 63, and 66 licensed.
 



 
 
Frank Maselli
The Maselli Group

Frank Maselli is one of the most exciting, dynamic and entertaining speakers and trainers in the Financial Services Industry. He is a recognized expert in helping professionals reach new levels of success and he does it with tremendous insight, warmth and humor that have earned him "top speaker" acclaim at industry conferences for over a decade. Frank is a former US Army officer and a thirty year Wall Street veteran. He's been a top advisor, manager of the #1 complex at a major national brokerage firm, and the National Sales Manager for one of the largest and most successful mutual fund families in the world. In 2006, Frank started his own training firm out of a deep passion to help advisors, wholesalers and managers develop the new skills needed for success in today's changing industry. He has written three best-selling books including the ground breaking Referrals The Professional Way, SEMINARS: The Emotional Dynamic, and 40 Tips for the Under 40 Advisor. Frank's training programs give people modem skills, specific tools, and the genuine passion needed to thrive in this hyper-competitive environment. His audience will laugh, learn and leave prepared and eager to make positive changes in their business and their lives. He has a unique way of blending advanced business tactics with an inspirational vision. His experience and ideas resonate with the top professionals in our industry and he brings intensity, genuineness and massive credibility to any conference agenda. Frank is a member of The National Speakers Association and Mensa. A native New Yorker, Frank now lives in Raleigh, NC with his wife and two daughters. Click here for a Full Bio.

 
   
Suzanne Miscik, APR
NPPG Fiduciary Services, LLC

Suzanne E. Miscik is a dynamic veteran of the pension industry with over 20 years of extensive pension management experience. Ms. Miscik’s in-depth pension background includes conducting sales presentations and enrollment meetings, consulting on Qualified and Non-Qualified plans, 401(k) and 403(b) plan design and implementation, preparation of 408(b)(2) and 404(a)(5) notices and assessment of plan fiduciary compliance for small to mid-size companies. Prior to joining NPPG, she was vice president and senior sales consultant for a pension firm in Union County, NJ. Ms. Miscik is responsible for establishing and maintaining client relationships, cultivating industry relationships and conducting presentations on NPPG’s ERISA (Employee Retirement Income Security Act) 3(16) fiduciary services to plan sponsors and industry professionals. Ms. Miscik has built strong industry relationships with TPA partners, accountants, attorneys and financial advisors. She is actively involved in many industry organizations: President of the North Jersey and Monmouth/Ocean Chapters of Society of Financial Service Professionals; member of the Strategic Alliance Committee of the FPANJ; Membership Chair for the Women in Insurance and Financial Services (WIFS) Gateway NJ Chapter; National Speaker Development Committee of WIFS and hosts the Financial Planning Association of New Jersey (FPANJ) networking hour.

    

   
Lori Missig
FlexShares
 
   
Jay Mooreland
The Emotional Investor
Jay is a passionate advocate for progress, both personal and professional. He founded The Emotional Investor Network and coaches advisors around the world on how to improve investor behavior. Jay has created several tools to help financial advisors differentiate themselves and coach their clients to make more thoughtful, deliberate decisions. He has authored several journal articles on the topic of behavioral biases and wrote the Amazon best seller, The Emotional Investor: How Biases Influence Our Investment Decisions…and What You Can Do About It. Jay holds a Bachelor of Science in Business Finance from San Jose State University and a Master of Science in Applied Economics from the University of Minnesota. He currently resides in St Paul, MN with his wife, two children and two British Labs.
  
   
Don Poole
Ashar Group
Don W. Poole is Director of the New York Office of Ashar Group/Ashar SMV with corporate offices in Orlando, Florida. Don is a respected authority on life settlements with experience on both the buy-side and the sell-side. He is no stranger to the stage, and brings with him engaging style and unique insights about the secondary market. Ashar Group/Ashar SMV is nationally recognized as a best in class firm, specializing in support of financial professionals and fiduciaries. Independent services include policy valuations, life settlement brokerage, and longevity services.
   
   
Kathleen Rooney
TD Ameritrade Institutional

Kathleen Rooney has over 18 years of experience in the financial services industry including sales, relationship management, people management, and recruiting. She is currently a Senior Manager on the Business Performance Solutions team responsible for the development of the practice management marquee programs, thought leadership content, and custom research to support the programs. She has worked with the RIA’s since returning to TD Ameritrade in 2010. Prior to 2010, Kathy held various positions at Ridge Clearing and TD Waterhouse. Kathy graduated from Colgate University with a Bachelor of Arts degree in Economics. Kathy is NASD Series 7, 63, 24, 9 & 10 licensed.

  


 
Darryn Silver Murdoch, LCSW
1st Nations Reverse Mortgage
Darryn Silver Murdoch, LCSW obtained her BBA in Finance and Economics from Emory University in 1982. She was the Vice President in charge of making markets for corporate accounts for U.S. Treasuries for Lloyd Government Securities Corporation until 1992. In 1994, Darryn graduated from Yeshiva University with a Masters in Social Work and focused her expertise as a Licensed Certified Social Worker for individuals with life challenging illnesses. During this time, Darryn implemented specific psychodynamic, cognitive-behavioral techniques along with breathe work to provide a quality of life for her clients. After 12 years of clinical practice as well as conducting nationwide Leadership trainings for Value Option’s Management and other healthcare related business, she was recruited as a Reverse Mortgage Consultant to balance the fiscal with the psycho-social. Darryn is more than a Reverse Mortgage Consultant as she maintains an Intuitive Life Coaching practice (www.darrynsilver.com) which supports professionals in the clarity they desire to understand their client's subconscious world and the ensuing behaviors
 
   
William Stratton, CFP®
Shapiro Financial Security Group, Inc
William C. Stratton, CFP®, is a Senior Financial Planner with Shapiro Financial Security Group, Inc., Hazlet, New Jersey. Prior to joining Shapiro Financial Security Group, in April, 2013, Bill was a founding partner with Nova Financial Consulting, LLC, Manasquan, New Jersey. Prior to founding Nova Financial Consulting, Bill was a financial advisor with American Express Financial Advisors (Amerprise Financial). In addition to his experience as a financial planner, Bill held various positions in finance and engineering with Bell Atlantic (Verizon). Bill is a graduate of Fairleigh Dickinson University, with a BS in Engineering Technology and an MBA in Management. Bill earned a certificate in Financial Planning from the College of Financial Planning, Denver, Colorado, and a certificate in Philanthropic and Fundraising Administration from New York University, New York. Bill is a past president of the New Jersey Chapter of the Financial Planning Association. Bill is a past recipient of the FPA Heart of Financial Planning Award. He is also a past president of the Estate and Financial Planning Council of Central New Jersey. Bill is active in civic affairs. He was a trustee and past treasurer of the Toms River Student Loan Fund, and was a trustee and past chairman of the Eastern Monmouth Area Chamber of Commerce Educational Foundation. Bill currently serves as a trustee of the Avon-by-the-Sea Library.
  
     




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