Editorial Advisory Board

Moe Allain, RMA^®, CPWA^®, AAMS^®, Vice President, Financial Advisor, Baird - Private Wealth Management, Baird Retirement Management, Evans-Allain-Crumley Group, Houston, TX
Michael Andrews, CFA^®, CAIA^®, Senior Vice President, Alternatives Education and Content, iCapital, Greenwich, CT
Keith Clemens, CIMA^®, CPWA^®, RMA^®, Senior Vice President - Wealth Management Advisor, Merrill Lynch Wealth Management, Alpharetta, GA
Philip L. Fazio, CIMA^®, CFP^®, Senior Consultant, Merrill Lynch, Fort Lauderdale, FL
Aaron Filbeck, CFA^®, CAIA^®, CFP^®, CIPM, FDP^®, Managing Director, CAIA Association, Philadelphia, PA
Hannah Shaw Grove, Chief Marketing Officer, Foundation Source, Fairfield, CT
Chad Hauser, CIMA^®, CPWA^®, RMA^®, ChFC, Financial Advisor, Ameriprise Financial, RoseStone Wealth Advisors, Shreveport, LA
W. Chris Jenkins, CIMA^®, CPWA^®, Senior Vice President, Capital Group Private Client Services, Franklin, TN
Kim Kamin, Partner and Chief Wealth Strategist, Gresham Partners, Chicago, IL
Maria Katsileros, CIMC^®, Client Portfolio Manager, Aristotle Capital Boston, Boston, MA
Greg Khost, Managing Director, Head of Private Wealth Management Sales, Neuberger Berman, New York, NY
Lance Lehman, CFP^®, CIMA^®, CPWA^®, Vice President, Senior Wealth Adviser, Compound Planning, Tampa, FL
Desiree Maldonado, CIMA^®, CPWA^®, CFP^®, Financial Consultant, Popular Securities, LLC, San Juan, Puerto Rico
Cory McCruden, Executive Director, Wealth & Asset Management, Technology Consulting, Ernst & Young, New York, NY
Robert Powell, CFP^®, RMA^®, Editor-in-Chief, Retirement Management Journal, Swampscott, MA
Bruce Stewart, CIMA^®, CAIA^®, Founder, SRS Family Office Advisory, Boston, MA
Brian Ullsperger, CIMA^®, Managing Director, Anderson, Montara, CA