Chair
Rex P. Macey, CIMA^®, CFA^®, Chief Investment Officer, Wilmington Trust, Atlanta, GA

Advisory Board
Edward D. Baker III, Chairman, The Cambridge Strategy, London, UK

Judy Benson, Managing Member, Benson Associates LLC, Melrose, MA

Jeffrey Carlin, CFA^®, Senior Vice President and National Sales Manager, IndexIQ, Rye Brook, NY

Bruce Curwood, CIMA^®, CFA^®, Director, Investment Strategy, Russell Investments, Canada, Toronto, ON

John Hoffman, CIMA^®, Managing Director, Northern Trust, New York, NY 

Christopher Holtby, CIMA^®, CPWA^®, Managing Member, Midland Wealth Management, Ltd., Dallas, TX

Marc Horner, CIMA^®, CPWA^®, Vice President–Investments, UBS Financial Services, Oakbrook Terrace, IL

Chris Jenkins, CIMA^®, Vice President, Franklin Templeton Investments, Franklin, TN

Mark Kavolius, CIMA^®, Director, Sales and Marketing, Stonebridge Advisors, Wilton, CT

David Koulish, CPWA^®, CFP^®, Senior Vice President, Northern Trust, Vero Beach, FL

Peter O'Brien. CIMA^®, CFP^®, ChFC, Wealth Advisor, Morgan Stanley Smith Barney, Jacksonville, FL

Nick Paterakos, CIMA^®, Senior Vice President, UBS Financial Services, Chicago, IL

Brooks C. Sackett, CIMA^®, CFP^®, President, Chief Capital Management, San Jose, CA

Ronald J. Surz, CIMA^®, President, PPCA, Inc., San Clemente, CA

Margaret M. Towle, Ph.D., CPWA^®, Managing Director, Greycourt & Co., Portland, OR 

Benjamin H. Valore-Caplan, CIMA^®, Managing Partner, Senior Adviser, Syntrinsic Investment Counsel, LLC, Denver, CO

Keith VanOrden, CIMA^®, Vice President & Central Sales Manager, Delaware Investments, Pittsford, NY

Wayne Wagner, CIMA^®, Western Division Sales Manager, Principal Funds, San Antonio, TX

Howard Weiss, Senior Vice President, Bank of America, Private Bank, Baltimore, MD

Scott Welch, CIMA^®, Senior Managing Director, Fortigent, LLC, Rockville, MD