Banco Popular de Puerto Rico

Rick Rummage is the founder and CEO of the Rummage Group, which specializes in helping financial advisers discover career opportunities within their market.

Wealth Management & Behavioral Finance Expert

Mr. Weber, MBA, CLU, AEP is President and primary consultant for The Ethical Edge, Inc., which provides training and consulting services that empower advisors and their clients to explore and view life insurance in the broader context of financial planning and asset management. For 25 years a successful life insurance agent, Mr. Weber was the co-developer of Dynamic Insurance Solutions and Historic Variability Module – computer-based tools that have begun to revolutionize the way advisors and their clients evaluate life insurance products.\n\nHis book, Revealing Life Insurance Secrets: How the Pros Pick, Design, and Evaluate their Own Policies, is published by Marketplace Books and is directed at advisors and financial service professionals. His most recent publication, co-written with Christopher Hause, FSA, MAAA, is Life Insurance as an Asset Class - A Value-added Component of an Asset Allocation, was honored with a 2008 Best Paper Award from the Academy of Financial Services.\n\nMr. Weber has been a life-long educator, including an 11 year stint as an Instructor of Insurance at the University of California at Berkeley's Program in Personal Financial Planning. From 1993 through 1998, Mr. Baker served as Adjunct Professor of Ethics at the American College in Bryn Mawr, Pa. He currently serves as Adjunct Professor of Risk and Insurance in California Lutheran University’s MBA program.\n\nMr. Weber was the Society of Financial Service Professional’s Kenneth Black, Jr. Leadership Award recipient for 2008 in recognition of his “... exemplary leadership qualities and significant contributions to the fulfillment of the Society’s core values of ethic, education, and relationships.” In 2009, he was elected to the NAEPC Estate Planning Hall of Fame and selected to receive the Distinguished Accredited Estate Planner award and designation for “… significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning.”\n\nMr. Weber holds an M.B.A. from the University of California at Berkeley with a specialty in Insurance and Finance and was designated a Chartered Life Underwriter in 1974. He is the 2010 Secretary-Elect for the 15,000 member Society of Financial Service Professionals.\n\nPhone: 510-868-8804

Ted Tafaro is President & CEO of Exceptional Risk Advisors, based in Mahwah, New Jersey. Ted is one of the country’s foremost experts on high-limit specialty life, accident and disability products for clients with exceptional insurance needs – including celebrity athletes, entertainers, highly compensated executives, entrepreneurs, and professionals. Ted is a Lloyd’s of London Coverholder responsible for managing various underwriting authorities at Lloyd’s that exceeds $75,000,000 per individual risk. He is one of the most trusted and empowered underwriters in the industry. Ted founded Exceptional Risk Advisors in 2006. In four short years, the firm has grown into a leading resource for the elite advisors that serve high-earning clients and successful corporations. In 2008, Ted was named one of the “Top Forty Executives Under 40” by New Jersey’s premier business news publication, NJBIZ. In 2010, Exceptional Risk Advisors, LLC was honored by Inc. Magazine as an Inc. 500 \/ Inc. 5,000 company which recognizes the country’s fastest growing privately held companies.\n\nPhone: 866-512-0444

Kurt Nelson is a partner at SummerHaven Investment Management where he manages investor relations and product structuring. He was a managing director for UBS until July 2009, where he recently led the successful effort to acquire and integrate AIG’s commodity index business. Kurt was a supervisory committee member for both the Dow-Jones UBS Commodity Index and the UBS Bloomberg CMCI Index. In April 2008, he led the effort to launch the UBS exchange traded note platform (E-TRACS). Prior to joining UBS in 2007, Kurt worked for 10 years at AIG Financial Products, and his responsibilities included provided commodity index investment solutions for institutional investors, U.S. corporations, principal dealers and private banking clients. Kurt earned his B.S. in Mathematics from The College of William & Mary.

\n\nGina Bolvin, President of Bolvin Wealth Management Group Inc., is one of the top 100 (out of 13,000) financial planners with LPL Financial, the largest independent brokerage firm in the country. She is recognized as a leader in her field by being awarded membership in LPL’s Chairman’s Council for the past eleven years.In November 2008, she was selected to Barron’s Winner’s Circle: top Advisors in Massachusetts (and Top 5 Women Advisors). She maintains the following registrations and licenses: CFS, GEPC, Series 6, 7 63, & 66 & life insuranceIn 1997, Gina launched her career by combining her two passions – working out and investing- and hosted Women & Investing Seminars at women’s health clubs throughout Boston. They were so well received that she was invited to be a guest speaker for Women of AT&T (WATT), which led to additional engagements throughout the country for Verizon, Lucent, Avaya and AT&T. A niche was born. Many of her clients are telecommunications employees because she is considered the go-to advisor for retirement planning; she is well versed in income planning, 401ks, the Rule of 72 t (premature distributions) as well as wealth accumulation and preservation.Gina is on the Board of Directors for Christmas in the City (www.christmasinthecity.org), a non profit organization whose goal is to help homeless families, especially women in the wake of domestic violence, live independently. She also is a member and benefactor of Grub Street (www.grubstreet.org), a non profit literary organization dedicated to nurturing writers and connecting readers in the Boston area. She is also a member of Boston Women in Finance and earned a Bachelor’s of Science from the Newhouse School of Public Communication at Syracuse University.A physical fitness enthusiast, Gina enjoys weight lifting, running and triathlons. She also enjoys creative writing and has completed Love.com, a fictional novel about a financial advisor who applies business strategies to her quest for love. In 2009, Gina married Bill Bernarduci (http:\/\/www.ludwigphotography.com\/slideshows\/Bolvin\/). They divide their time between two homes in Litchfield County, CT and Boston’s Back Bay. \n

Rick Kahler, MS, CFP® is a fee-only financial planner, speaker, educator, and columnist. Rick is a pioneer in integrating financial planning and psychology. In 2009 BusinessWeek named him one of the top 15 most experienced planners in the nation. In 2008, the Financial Planning Association named him as a 2008 Financial Frontiers Awards winner. His firm is listed by Wealth Manager magazine as the largest financial planning firm in a seven-state region. He is a past chairman of the South Dakota Investment Council, managing $6 billion and currently is a faculty member at Golden Gate University.His work and research has been featured or cited in scores of periodicals and books, including NBC’s Today, ABC’s 20\/20 and Good Morning America, The Wall Street Journal, The New York Times, The Washington Post, USA Today, Money magazine, BusinessWeek, and MarketWatch. He is a co-author of four revolutionary books on money, financial planning, and therapy: Facilitating Financial Health (NUCO 2008), Conscious Finance (FoxCraft 2007), The Financial Wisdom of Ebenezer Scrooge (HCI 2006) and Wired For Wealth (HCI 2009).