In her role as a Global Market Strategist, Stephanie provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the U.S. Stephanie’s research has focused on the U.S. economy and structural investment themes, such as artificial intelligence. She is a key contributor to the Guide to the Markets, On the Minds of Investors blog, and serves on the committee that produces the Long-Term Capital Market Assumptions underpinning J.P. Morgan’s strategic asset allocation process. Stephanie is also a frequent guest on Bloomberg, Yahoo! Finance, and other financial news outlets and is often quoted in the financial press. Prior to this role, Stephanie worked on the Global Investment Opportunities Group in J.P. Morgan’s Private Bank, where she provided ultra-high net worth clients with opportunistic investment ideas and cross-asset trading execution. She graduated from the Wharton School of Business at the University of Pennsylvania with a Bachelor of Science degree in Economics.
Will worked for Parametric from 2015-2021 where he was a member of the Portfolio Management team responsible for the firm’s option overlay strategies. In that role, Will supported the team’s sales, marketing, and operational efforts. More recently, Will held a role with the financial technology firm Mirador in their management consulting group. Will previously worked in the Investment Bank at the Royal Bank of Scotland and for a consulting division of Aon Hewitt. Will graduated from Gettysburg College with a B.A. in Political Science.
Dan Candura, CFP BOARD EMERITUS™ is the founder of Candura Group, LLC and provides ethics training across the United States, Canada, Europe and Australia through in-person courses and webinars. As President of PennyTree Advisers LLC, until September 2019, Dan provided financial planning for consumers and litigation support for attorneys. Dan taught financial planning, insurance planning and retirement planning in the Sawyer School of Business at Suffolk University in Boston and was CFP® Ambassador for the Boston area.
Dan appeared as a featured expert on the PBS documentary Retirement Revolution. He has been profiled in The Journal of Financial Planning, and quoted in numerous publications. He wrote a monthly column for Investment News concerning ethical issues for advisors. Dan served on the Board of Directors of The Certified Financial Planner Board of Standards, Inc. and is a past Chair of the Board of Professional Review. He is a member of the Financial Planning Association and a retired member of NAPFA.
Mary Erwin is a Client Portfolio Manager at O’Shaughnessy Asset Management (OSAM) and is responsible for helping clients understand our philosophy and process. Prior to joining OSAM, Mary spent nearly two decades working in asset management, including portfolio strategy for individuals and institutional clients at J.P Morgan Private Bank and Bank of America/U.S. Trust as well as portfolio management and consulting for Financial Advisors and their clients at BlackRock, Raymond James, and Russell Investments. Mary holds a Bachelor of Arts in English from the University of Florida and is a CFA Charterholder and member of the CFA Society of Tampa Bay.
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax and financial planning updates in GIF-filled tweets storms, and via his personal website, www.FullyVestedAdvice.com.
Matthew McLennan is head of the Global Value team and a portfolio manager of the Global Value, Global Equity, International Value, International Equity and US Value strategies. Prior to joining First Eagle in September 2008, Matt worked for Goldman Sachs Asset Management in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the investment strategy group for Goldman Sachs’ private client business. He joined Goldman Sachs in Sydney in 1994. Matt started his career in 1991 in Brisbane, Australia, with the Queensland Investment Corporation and was ultimately responsible for the firm’s international equity exposure. He was born in Rabaul, Papua New Guinea, and grew up in Queensland, Australia. He earned a bachelor of commerce with first-class honors and master of international commercial law from the University of Queensland. He was also awarded a doctor of business, honoris causa, by the University of Queensland, and he holds the Chartered Financial Analyst designation. Matt is interested in the field of education, and he is a trustee emeritus (and former president of the Board of Trustees) of the Trinity School in New York City. He serves on the Board of Dean’s Advisors of the Harvard T.H. Chan School of Public Health and as a board member of the University of Queensland in the United States of America. He is also a board member of the Library of America.
Dennis Moseley-Williams is an author, experience architect, and one of the world’s leading voices on the Experience Economy. He helps organizations transition from selling “what” they do to “how” they make people feel. As the founder of DMW Strategic Consulting, Dennis doesn’t just give speeches; he provides a blueprint for building meaningful, sustainable, and profitable client relationships. Expect a high-energy session that challenges the status quo and leaves your audience with a clear path toward radical transformation.
Peggy Ruhlin has been recognized as one of America’s most distinguished women in wealth management. She is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant. She earned a Bachelor of Arts degree in Business Administration from Otterbein. Peggy is a founder and former Chair of the Board of Directors of Budros, Ruhlin & Roe. She was its Chief Executive Officer from 2000 to 2019. Under Peggy’s leadership, Budros, Ruhlin & Roe won the 2011 Schwab Impact Awards® Best in Business award. She was named one of the “20 Most Influential Women to Watch in 2016” by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014. She is the author of Wealth is Women’s Work: How women can make a long-term impact with a career in wealth management, published by Forbes|Advantage in 2023.
Catherine Tindall, CPA, is the founder of Dominion Enterprise Services and a leading strategic tax architect dedicated to moving the accounting profession beyond traditional compliance. Specializing in high-impact tax planning for RIAs and 1099 professionals with revenues between $500k and $10M, she focuses on eliminating “tax waste” through proactive strategy and the expert application of specialty tax credits. A recognized thought leader, Catherine is a regular contributor to the Journal of Accountancy, host of the Financial Advisors Want to Know podcast, and a vocal advocate for leveraging AI to modernize the advisory model. Her sessions provide business owners with a clear roadmap for integrating tax efficiency into their broader goals for enterprise value and long-term wealth building.
As Education and Partnership manager at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search has become increasingly complex, the nuances hard to understand; Cozy is passionate about dispelling myths that cost families money! Cozy is excited to connect with organizations and families interested in learning more about the complex college search process. She is a mom of 5 kids with very different goals for college so she is no stranger to the challenges around college search.