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 Richard B. Wagner , JD, CFP® has been a thought leader in the financial planning world for twenty-five years. His article To Think…Like a CFP continues to serve as the financial planning profession’s seminal statement of vision and potential. After years of service to the profession, including a year as national ICFP president in 1992-93, he was awarded the prestigious FPA’s P. Kemp Fain Jr. Award in 2003. This award recognizes an individual member of the Financial Planning Association “who has made outstanding contributions to the financial planning profession in the areas of service to professional activities, society, academia and/or government and upholds FPA’s core values of integrity, competence, relationships and stewardship.”
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Mike Ryan,CFP® has been a practicing financial planner and investment advisor for twenty-five years. He is the author of many articles on financial topics, Asset Allocation for CCH Financial Planning online reference series and The Colors of Money, Finding Your MoneyForce . In 1987 he was named one of America’s Best Financial Planners by Money Magazine.
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 Elizabeth is passionate about the financial planning profession and the difference that financial life planning can make in people's lives. She and her husband, Michael J. Smith, CFP®, recently merged their financial life planning firm with RTD Financial Advisors, a nationally prominent independent planning and investment management firm that specializes in bringing economic freedom to individuals and small businesses through a process that begins with understanding what truly matters to clients.
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 Rick Kahler, MS, CFP®, lives in Rapid City, South Dakota with his wife, Marcia, daughter London, and son Davin. His financial planning firm, Kahler Financial Group, was recognized in 2008 by Wealth Manager magazine as the largest planning firm in his six state area. He became South Dakota's first CFP in 1983, and, in 1998, was appointed by the South Dakota State Legislature to the South Dakota Investment Council, charged with managing the state's multi-billion dollar retirement fund. In 2008, the Financial Planning Association® named him as a 2008 Financial Frontiers Awards winner. He currently serves on the faculty at Golden Gate University, where he teaches their Psychology of Money graduate course.
He is a co-author of four revolutionary books on money, financial planning, and therapy titled Conscious Finance, The Financial Wisdom of Ebenezer Scrooge. Facilitating Financial Health, and Wired For Wealth. His work and research into the psychology of money with Drs. Ted and Brad Klontz was featured in Wynonna Judd's book Coming Home To Myself, NBC's Today Show, and The Wall Street Journal, which called their work "an innovative effort that combines experiential therapy with nuts-and-bolts financial planning."
His work has been published or cited in The Wall Street Journal, New York Times, USA Today, The Washington Post, Money, BusinessWeek, NBC's Today Show, ABC's Good Morning America, MSNMoney.com, and the Journal of Financial Planning.
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Martin Siesta, CFP®, ChFC, MSFS is a Principal with Compass Wealth Management LLC. He concentrates his practice on life planning, comprehensive financial planning, retirement and estate analysis/conservation, and portfolio management. Martin has over 20 years’ experience in these areas. In addition to his practice, Martin is a founding member of the Kinder Institute of Life Planning, which is dedicated to training financial advisers in the Life Planning process as outlined by George Kinder in his book, The Seven Stages of Money Maturity®.
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.jpg) Richard Sincere founded Sincere & Co. in 1997, building on a career in the financial services industry that began in 1975.
After graduating with a BA in history from the University of Wisconsin at Madison in 1975, Richard accepted an entry-level position with Ryan Insurance Group (now AON Corporation). In 1979 he returned to school and in December 1982 earned a Master of Management degree from Northwestern University’s J.L. Kellogg Graduate School of Management (a program that focused heavily on packaged goods), followed by a year and a half in product management at Wilson Sporting Goods, at that time a division of Pepsi Corporation.
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.jpg) Richard Keith Colman has advised professionals and business clients for over 25 years and is a principal of Colman Knight Advisory Group, LLC, a Registered Investment Advisor and successful fee-for-service financial planning firm that he co-founded in 1988. Colman Knight has consistently been recognized by many organizations as a leader in the financial planning industry, most recently by Wealth Manager Magazine which lists Colman Knight as one of this country’s top 464 financial planning firms.
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 Kevin Condon started working life as a high school student with a janitorial gig. It would be the first of many professions he was to explore. After a successful career in oil and gas exploration that utilized his PhD in geography from the University of Kansas, Dr. Condon enrolled in the College for Financial Planning in Denver. “I change jobs and professions when I can no longer muster passion for where I am or what I’m doing,” explains Dr. Condon
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 April Lane Benson, PhD, is a nationally known psychologist who specializes in the treatment of compulsive buying disorder. She has been in private practice in New York City for 30 years.
I Shop, Therefore I Am: Compulsive Buying and the Search for Self (Aronson, 2000), Dr. Benson’s edited book, is a multidisciplinary approach to the problem of compulsive buying. It includes contributions from the fields of sociology, consumer behavior, marketing, community education, psychology, and psychiatry.
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Carolyn McClanahan, M.D., CFP® is the founder of Life Planning Partners, Inc.
Dr. McClanahan began her career as a physician in 1990 after completing her undergraduate degree at Mississippi University for Women and medical school at University of Mississippi. She completed her residency in Family Medicine at the Medical College of Virginia. After a couple of years in private practice and emergency medicine practice in Richmond, Virginia, she returned to the Sunny South of Jacksonville, Florida to teach on faculty at the University of Florida, Shands, Jacksonville. She also worked in various emergency departments in the Jacksonville area.
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 Saundra Davis is a financial planner and management consultant with fifteen years experience in providing grant writing, capacity building, and technical assistance to non-profit and local government agencies.
Saundra holds a B.S. in Management and a M.S. in Financial Planning from Golden Gate University. As President and CEO of Sage Financial Solutions, Saundra provides holistic personal financial planning services for individuals, small business owners, and community based organizations. Saundra dedicates much of her time to volunteering in community based organizations that focus on asset building for the working poor. She frequently speaks on this topic at conferences across the country.
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