Hosts

Michael A. Branham, CFP is a Financial Planner at Cornerstone Wealth Advisors, Inc. He interacts with clients daily on their retirement planning, income tax, cash flow and estate planning needs and also plays an integral role in implementing the firm's investment portfolio strategies. Along with his work for clients, Mr. Branham's responsibilities at Cornerstone Wealth Advisors include a variety of operational and management duties.

Rob Brown, founder of Encore Partners, is committed to helping advisors profit more, make a difference and have fun. During his 21-year career, Rob has always been a successful financial advisor. His experience includes executive management with a full-service financial services firm, helping advisors through coaching, training, fee-based initiatives, and wealth management. Rob has worked with advisors from dozens of broker-dealers. His corporate relationships have included speaking and training engagements with Sterne Agee, Morgan Stanley, Merrill Lynch, John Hancock, MFS, Century Securities and Securities America.

Caleb is a Certified Financial Planner™ at Strategic Financial Planning, Inc., a fee-only comprehensive financial planning and wealth management firm located in Plano, Texas. Caleb received his Bachelor of Science degree in Family Financial Planning from Texas Tech University. He began his career with Associated Planners Investment Advisory, a financial planning firm in Oakland, California. Before joining Strategic Financial Planning, he was a Project Director with Planning Consultants, Inc. in Lubbock, TX.

Mederic joined NRS in May 2004. Mederic assists investment adviser clients with the preparation and filing of their registration documents, conducts on-site “mock” SEC compliance reviews of investment adviser firms, and provides consulting services on a variety of compliance and regulatory matters. In addition, Mederic is a frequent NRS speaker for Desktop Seminars and conferences. Before joining the firm, he practiced law as a corporate and securities attorney with a small Connecticut law firm specializing in securities law.

Lawrence B. Keller is a Certified Financial Planner™ professional and the founder of Physician Financial Services, a company dealing exclusively with the financial needs and concerns of members of the medical profession. Mr. Keller has spent the last fifteen years providing insurance and investment products and services to resident, fellow and attending physicians. These include, but are not limited to, disability income insurance, life insurance, and investments.

Jennifer Lane is the owner of Compass Planning Associates, a fee-only financial planning firm in Boston. Her firm works with clients across a broad range of planning needs, incomes, goals and situations and does not require a minimum investable asset level before taking on a new relationship. Jennifer is the featured weekly personal finance expert on New England Cable News' BusinessDay "Ask Jennifer" segment, and for four years was the host of the weekly finance radio program "Financially Speaking."

Max works closely with advisory clients to prepare and file their registration documents, provides consulting services on a variety of compliance issues, and conducts on-site client compliance audits. Before joining NRS, Max worked for the insurance industry in various capacities, negotiating and settling liability claims, as well as that, he worked as a corporate attorney for the Boston law firm of Choate, Hall & Stewart.

Tony Novak, MBA, MT, is an independent fee-only Registered Investment Advisor and accountant devoted to helping individuals and businesses make financially solid decisions. He is a hourly based adviser who does not place assets under management but provides coaching on issues ranging from employee benefits to attitudes about money. He is best known nationally as an authority on the design and taxation of consumer-driven employee benefit plans.

As the owner of The Renaissance Group, a management consulting, coaching, and training company, Kevin works with owner operated businesses, helping them achieve and sustain excellence. He specializes in working with financial advisors, and is the 2007 Chairman of the FPA of Tampa Bay. He is a Senior Certified E-Myth Consultant, and recently designed and led the “Turning Your Business into an Enterprise” track at the 2007 FPA Business Solutions Conference.

David Smith's 30-year career in the financial arena includes securities analysis with a Wells Fargo Bank, Capital Analysts and Shuman Agnew, mergers and acquisitions with Piper Aircraft, and securities underwriting nationally as president and CEO of Alma Securities, an NASD-member firm. In addition to writing the highly regarded newsletter Cyclical Investing for the past 23 years, David has lectured throughout North America, and in Japan and Europe.

David Williams has over 25 years experience as a financial planner dealing primarily with small business owners. He has developed special expertise in advanced estate and charitable planning, community property and Napoleonic law, employer stock option planning, and qualified plans. Dave has been a Certified Financial Planner™ Practitioner since 1985. He is Past-President and Chairman of the Board of the Financial Planning Association of the Mid-South.

Michael assists investment adviser clients with the preparation and filing of their registration documents, conducts on-site “mock” SEC compliance reviews of investment adviser firms, and provides consulting services on a variety of compliance and regulatory matters. Prior to joining NRS, Michael was an attorney-auditor in the Litigation Cost Management Division of the Chubb Group of Insurance Companies. He joined NRS in May 2007.