Below are the speakers for the 2018 ACP Annual Conference that are not ACP members, listed in order of their presentation times.
to view our featured speakers.
TD AmeritradeVP, Technology Consulting Institutional Sales
Stephanie Macon focuses on helping advisors and breakaway brokers think outside the box with fresh ideas and best practices to address their challenges. From portfolio management applications and CRM systems to financial planning tools and more, Stephanie helps her clients find the solutions that maximize their efficiency, improve client service, and grow their businesses. Stephanie joined TD Ameritrade in 2002 and is based in Fort Worth. She earned a bachelor’s degree from the University of Texas at Arlington and holds FINRA Series 7, 24, and 63 licenses.
Law Offices of Lori Neidel
Founder, Adviser Compliance Services
Lori Neidel is the principal of the law office of Lori J. Neidel and head of Adviser Compliance Services, which is solely dedicated to serving investment advisors' legal and compliance needs. Lori's wide range of industry experience includes being a registered representative for a large national broker-dealer; being the chief of enforcement for the Missouri Securities Division, where she led the division's staff of examiners and investigators; and serving as vice chair of the board of trustees of the Missouri State Employees Retirement System, an $8 billion public pension fund covering 55,000 retirees. After establishing her law practice, Lori founded Adviser Compliance Services, a compliance consulting firm providing outsourced compliance services to independent RIAs, in 2012.
Jerry Skapyak, LUTCF
Advisor Services: Annuity/Hybrid Specialist
When fee-only advisors want an expert in retirement funding risk management solutions, Jerry Skapyak is the one they turn to. That’s why LLiS brought him and his family to sunny Florida in 2008.
Before joining LLiS, Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich Life Insurance Company and Western-Southern Financial Group. During his ascent, he handled product development, intelligence analysis, and advisor services.
Jerry’s 26 years in this industry analyzing, studying, and researching annuity solutions have made him the go-to guy for advisors with clients seeking to ensure they don’t outlive their savings. He is skilled at assessing clients’ needs and the benefits most important to them, then tailoring the right solution to fit their unique circumstances.
Advisor Services: Long Term Care Specialist
Jill is competitive by nature and is up for a challenge any day. As part of LLiS’s Advisor Services team, Jill is the long-term care insurance point person. She handles all variable case management for our clients, including life and annuities. Finding the right products for clients with special circumstances feeds her competitive drive.
Jill is a graduate of the University of South Florida with a business marketing degree. Her first job out of college was with Keith Maurer’s Fee for Service, Inc. After Fee for Service was purchased by GE Capital and Judith Maurer opened LLiS in 1998, Jill became one of LLiS’s first employees and has managed just about every task possible during her tenure with LLiS.
For insurance purposes, Jill has her Series 6 and 63 licenses. For golf purposes, she has a mean drive. As a former collegiate and professional golfer, if you can’t find her at her desk at LLiS, you’ll find her on the links at one of Tampa’s best golf courses.
Care.com HomePay Provided by Breedlove
Tom is senior director at Breedlove & Associates—now known as Care.com HomePay—the nation's leading household employment specialist. As co-author of The Household Employer’s Financial, Legal & HR Guide, Tom has led the firm’s education and outreach efforts on this complex topic. His work has helped HomePay become the featured expert on dozens of TV and radio shows, as well as in countless business, consumer, and trade publications.
Scott became a registered representative on September 1, 2001. For the past 17 years Scott has served in a variety of roles. He began his career working in private and corporate pensions, eventually serving as an independent fiduciary for the United States Department of Labor’s Employee Benefits Securities Administration. Scott has extensive knowledge and experience in pension plan designs. His ability to parlay this experience into serving individuals has provided value to his clients through the broad spectrum of financial strategies he offers.
Scott previously sat as the chairman of the board of trustees and the chair of the investment committee at The Ohio Police & Fire Pension Fund. The $16 billion fund serves as the retirement vehicle for all police and firefighters in the state of Ohio.
While completing advanced portfolio management classes at Wharton’s School of Executive Management, Scott had an eye-opening moment—the sudden loss of his best and longest standing clients and the largest monetary estate loss in the firm’s book. Just a few months later, Scott lost his father.
In 2014, as a result of events in his life and book, Scott began creating Yourefolio, a software program designed for advisors and estate planners alike to provide a comprehensive and collaborative estate planning platform to better serve clients. As a trusted advisor who understands the value of technology and planning in a client’s life, Yourefolio has become the only advisor-driven, comprehensive turnkey estate planning platform on the market today.
Dimensional Fund Advisors
Sarah is a senior associate in the institutional services group. She works with institutional investors such as endowments, foundations, and retirement plans. Prior to joining Dimensional, Sarah spent nine years in the education sector, first as a math teacher through Teach for America and then as director of partner services for EverFi, an education technology company focused on personal financial literacy.
Sarah earned a BA in sociology and an MBA from the University of Texas at Austin. She holds FINRA licenses 7 and 66.
Pon & Associates
CPA/PFS, CFP, EA, USTCP, AEP
Lawrence Pon is a certified public accountant, a personal financial specialist, a certified financial planner, an enrolled agent, a United States Tax Court practitioner, and an accredited estate planner in Redwood Shores, California. He has been practicing since 1986 and enjoys helping his clients reach their financial goals. Lawrence received his BS in business administration with an emphasis in accounting and finance from the University of California, Berkeley and an MS in taxation from Golden Gate University in San Francisco. He frequently speaks on tax and financial planning topics. Lawrence serves on the board of directors for the Better Business Bureau Professional Advisor Committee for the Silicon Valley Community Foundation and as the financial literacy chair and diversity & inclusion chair. He is a member of the American Institute of Certified Public Accountants, the Peninsula Estate Planning Council National Association of Enrolled Agents, the California Society of Enrolled Agents, and the California Society of CPAs. He also volunteers for the Financial Planning Association and is a member of Money Doctor for 360 Degrees of Financial Literacy.
Creative Advisor Marketing
Kali Roberge helps financial advisors and other small business owners build better businesses by creating compelling content that helps attract prospects, capture leads, and convert clients. Kali started Creative Advisor Marketing to make businesses feel more human, especially in an industry that's sorely lacking in trust between the professionals and the consumers. Kali is passionate about helping financial advisors find authentic ways to attract new prospects to them (instead of chasing them around or hounding current clients for referrals). She believes inbound marketing—and content marketing specifically—can change the way we do business for the better. Advisors marketing their RIAs with content can better establish connections, relationships, and above all, trust with their ideal prospective clients.
At Creative Advisor Marketing, we'd love to show you how to use creatively written, well-crafted content to attract the exact people you want to work with. We understand the power of great content marketing and we've devoted the last few years to sharing that reality with people like you who are looking to grow and succeed.
If you'd like to learn more about what makes inbound and content marketing for financial advisors such an effective tool for firms who want to develop relationships built on trust with their prospective clients and a wider audience, please get in touch.