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NAME/FIRM/FIELD ADDRESS CONTACT
Mary Adams
Principal
Trek Consulting LLC
Field: Strategy Consulting

400 Trade Center, Suite 5900 Woburn, Massachusetts 01801

Phone: 781-729-9650
Email: adams@trekconsulting.com
Website: www.trekconsulting.com

Michelle Adams Law
Office of Michelle Adams
Field: Estate Planning
1250 S. Buckley Road
Aurora, Colorado 80017
Phone: 720-432-9685
Email: madams@coloradofamilylegacy.com
Website: www.coloradofamilylegacy.com
Giles Almond, CPA/PFS, CFP, CIMA
Matrix Wealth Advisors, Inc
Field: Financial Advisor
831 E. Morehead Street, Suite 760 Charlotte, North Carolina 28202 Phone: 704-940-4292 Fax: 866-271-6399
Website: www.matrixwealth.com
Justin Anderson
Principal JSA Advising, LLC
1832 Lincoln Ave
St. Paul, Minnesota 55105
Phone: 651-308-8415 Fax: 651-699-5950
Email: janderson@jsadvising.com
Daniel Andres
Field: Attorney

850 20th Street, #706
Boulder, Colorado 80302

Phone: 919-360-4120
Email: andresdanielm@gmail.com
Patricia M. Annino
Price Lobel Glovsky & Tye, LLP
100 Cambridge Street, Suite 200 Boston, Massachussetts Phone: 617-456-8009 Fax: 617-456-8100
Email: pannino@princelobel.com
Website: www.princelobel.com
Kristen Armstrong
Kristen Armstrong Consulting
Field: Consulting Psychologist & Advisor to Family Enterprise
PO Box 55
Sonoma, California 95476
Phone: 707-935-1490
Email: kristen@kristenarmstrong.com
Website: www.kristenarmstrong.com
Clemens Ast Legasus Group, LC 121 N Mead STE 109
Wichita, Kansas 67202

Email: cast@legasusgroup.com
Website: www.legasusgroup.com

Jack Beauregard
President Successful Transition Planning Institute
Field: Transition Planning

One Mifflin Place
Cambridge, Massachusettes 02140

Phone: 617-576-5728 Fax: 480-393-4863
Email: jack@thenexttransition.com
Website: www.successfultransitionplanning.com
Tim Belber
The Madison Group, Inc.
5299 DTC Boulevard, Suite 1100 Greenwood Village, Colorado 80111 Phone: 720-529-6038 Fax: 720-529-6038
Email: tbelber@themadisongroup.com
Website: www.themadisongroup.com
Erik P. Bernstein
Starwood Consulting, LLC
1113 Spruce Street, Suite 401-D Boulder, Colorado 80302 Phone: 303-415-0248 Fax: 303-415-0250
Email: erik@starwoodconsulting.com
Website: www.starwoodconsulting.com
Caroline Berry
Principal Caroline Berry Consulting
1220 N. Lincoln
Dinuba, California 93618
Phone: 559-595-8909 Fax: 559-595-8907
Email: berrycaroline@sbcglobal.net
Website: www.carolineberryconsulting.com

Russell M. Blood
Nygaard, Coke & Vincent, L.C.
Field: Attorney

6465 South 3000 East, Suite 103 Salt Lake City, Utah 84121 Phone: 801-438-2512 Fax: 801-438-2517
Email: russ@ncvlaw.com
Website: www.russbloodlaw.com

Michael E. Bohl
Senior Vice President & Trust Officer Wyoming Bank & Trust
Field: Trustee

5827 Yellowstone Road
Cheyenne, Wyoming 82009
Phone: 307-637-9140 Fax: 307-632-7850
Email: mike.bohl@wyomingbank.com
Website: www.wyomingbank.com

Randall H. Borkus
Manager
Wealth Preservation Concepts, LLC
Field: Business Succession & Tax Planning

900 Jorie Blvd., Suite 36
Oak Brook, Illinois 60523

Phone: 312-473-1047 Fax: 888-751-5954
Email: rhb@borkuslaw.com
Website: www.wealthpreservationconsultants.com

Emily Bouchard,
MSSW Family, Wealth, and Money Coach
Wealth Legacy Group
Phone: 360-991-9558
Email: emily@wealthlegacygroup.net
Website: www.wealthlegacygroup.net
Susan Bradley,
CFP Founder
Sudden Money Institute
10 Huntley Circle
Palm Beach Gardens, Florida 33418
Phone: 888-838-9446 Fax: 561-828-3905
Email: info@suddenmoney.com
Website: www.suddenmoney.com
Stephanie Bruno
Certified Private Wealth Advisor Cascade Financial Management, Inc.
Field: Financial Advisor
1512 Larimer Street
Denver, Colorado 80202
Phone: 303-292-1121 Fax: 303-292-2942
Email: sbruno@cascade-inc.com
Website: www.cascade-inc.com

G. Scott Budge, PhD
Managing Director
RayLign Advisory, LLC
Field: Family Wealth Consulting

35 Mason Street, 4th Floor
Greenwich, Connecticut 06830

Phone: 203-742-5452 Fax: 203-702-5472
Email: scott@raylign.com
Website: www.raylign.com

Shan Burchenal
Director of Consulting Services
Rocky Mountain Region Healthcare Navigation LLC
Field: Insurance Consultant
425 Ivanhoe Street
Denver, Colorado 80220
Phone: 303-385-8487 Fax: 303-648-4846
Email: sburchenal@healthcarenavigation.com
Website: www.healthcarenavigation.com
Brendan Bybee
Associate Attorney
Bryan A. Lowe & Associates
4011 Meadows Lane, Suite 102
Las Vegas, Nevada 89107
Phone: 702-259-0002 Fax: 702-259-7774
Email: brendan@bryanalowe.com
Website: www.bryanalowe.com
Sam W. Boone, Jr.
Sam W. Boone, Jr., P.A. Attorney at Law
4545 NW 8th Avenue, Suite A Gainesville, Florida 32605 Phone: 352-374-8308 Fax: 352-375-2283
Email: sboone@boonelaw.com
Website: www.boonelaw.com

Tamara Cain
Attorney at Law
Cain & Cain, Estate Planners for Life
Field: Estate Planning

1770 West Main Street
Norman, Oklahoma 73069

Phone: 405-364-2246
Fax: 405-360-9675
Email: EstatePlanners@CainandCainLaw.com
Website: www.CainandCainlaw.com

Enzo Calamo
CEO Lugen Family Office Inc.
Field: Life Planning
505 Burrard Street, Suite 880 Vancouver, BC V7X1M4 CANADA Phone: 866-605-8885 Fax: 604-913-3687
Email: ecalamo@shaw.ca
Website: www.igraciousliving.com

Susan Campbell, Ph.D.
Teamwork Consultant and Relationship Coach, Getting Real Resources

4373 Hessel Ct.
Sebastopol, CA 95472

Phone: 707-829-3646
Email Address: drsusan@susancampbell.com
Website: www.susancampbell.com

Marty Carter
President Baton
121 Fishers Road
Bryn Mawr, Pennsylvania 19010
Phone: 877-228-6623 Fax: 610-525-3845
Email: martyzcarter@gmail.com
Website: www.baton-consulting.com

Deborah D. Caruso
BNY Mellon
Field: Wealth Management

201 Washington Street
Boston, Massachusetts 02108

Phone: 617-722-3903
Email: deborah.caruso@bnymellon.com

Paul Caspersen,CFP®,MS
Executive Director-Gift Planning
Iowa State University Foundation
Field: Planned Giving/Estate Planning

2505 University Boulevard
Ames, Iowa 50010

Phone: 515-294-4407
Email: pcaspersen@foundation.iastate.edu
Website: www.isugift.org

Robin Catlin
Sales & Training Consultant
Independent Means, Inc
Field: Financial Literacy for Next-Gen
935 Westview Drive
Boulder, Colorado 80303
Phone: 720-771-5859 Fax: 303-541-9388
Email: rccatlin@comcast.net
Website: www.independentmeans.com
Diana Chambers
President The Chambers Group, LLC Field: Family Wealth Mentor
2014 Kalorama Road, NW,
Suite #3
Washington, DC 20009
Phone: 202-483-9362 Fax: 202-483-7369
Email: diana@dianachambers.com
Website: www.dianachambers.com
Dennis Channer, CPA, CFP, AEP
Cornerstone Investment Advisors LLC Portfolio & Trust Management
1728 Sixteenth Street - Suite 201 Boulder, Colorado 80302 Phone: 303-545-5400 Fax: 303-545-5640
Email: dennis@cstoneinvest.com
Website: www.cstoneinvest.com
Heather Cheney
Director of Estate Planning & Fiduciary Services
Boston Financial Management
Field: Investment Management
One Winthrop Square
Boston, Massachusetts 02110
Phone: 617-275-0368 Fax: 617-275-0468
Email: heatherc@bfminvest.com
Website: www.bfminvest.com

David Cohn
David Cohn & Associates

5265 Talavero Place
Parker, Colorado 80134

Phone: 303-771-9929
Email: david@davidcohn.net
Website: www.davidcohn.net

Charles Collier Senior Philanthropic Advisor Harvard University 124 Mount Auburn Street Cambridge, Massachusetts 02138 Phone: 617-495-5218
Email: ccollier@harvard.edu

Michael P. Corrigan
Partner
MetroWest Busienss Advisors, LLC
Field: Transition Planning Advisory

225 Cedar Hill Street, Suite 200
Marlborough, Massachusetts 01752

Phone: 508-366-3300
Email: mcorrigan@mwballc.com
Website: www.mwballc.com

David P. Crandall
Esq. Legacy Planning Advocates
Field: Estate Planning, Probate,
Elder Law
9393 W. 110th St., Suite 500 Overland Park, Kansas 66210 Phone: 913-440-0738 Fax: 913-440-0731
Email: david@legacyplanningadvocates.com
Website: www.legacyplanningadvocates.com
Paul Cronin
Partner Successful Transition Planning Institute
One Mifflin Place,
119 Mt. Auburn Street
Cambridge, Massachusetts
Phone: 978-749-9546 Fax: 978-749-9546
Email: paul@thenexttransition.com
Website: www.succesfultransitionplanning.com
Phil Cubeta Sallie B. and
William B. Wallace
Chair in Philanthropy
The American College
270 S. Bryn Mawr Avenue
Bryn Mawr, Pennsylvania 19010
Email: phil.cubeta@theamericancollege.edu
Barbara Culver
President Resonate, Inc.
8837 Chapelsquare Drive, Suite B Cincinnati, Ohio 45249 Phone: 513-605-2500 x211 Fax: 513-605-2505
Email: bculver@resonatecompanies.com
Website: www.resonatecompanies.com
Margaret May Damen
President & CEO The Institute for
Women and Wealth
Field: Legacy Advisor & Coach
205 North K Street
Lake Worth, Florida 33460

Phone: 561-202-0863 Fax: 561-582-7264
Email: mmdamen@earthlink.net
Website: www.margaret-may.com

Geoff Davis
Founder & Former CEO Unitus

Richard Del Monte
President Del Monte Group, LLC
75 Golden Meadow Lane
Alamo, California 94507
Phone: 925-736-6410 Fax: 925-263-1930
Email: richard@aplaceofpossibility.com
Website: www.aplaceofpossibility.com
John Diak Oatley & Diak, LLC
Field: Financial Services

7887 East Belleview Avenue
Suite 800
Englewood, Colorado 80111

Phone: 303-221-1900 Fax: 303-221-1899
Email: jdiak@oatleydiak.com
Website:www.oatleydiak.com
Monroe M. Diefendorf, Jr.
President Diefendorf
Capital Planning Associates
Field: Wealth Management
152 Forest Avenue
Locust Valley, New York 11560
Phone: 516-759-3900 Fax: 516-759-3928
Email: roey@diefendorfcapital.com
Website: www.diefendorfcapital.com
Joan DiFuria
Co-Director Money, Meaning &
Choices Institute
Field: Family Wealth Consultants
PO Box 804
Kentfield, California 94915
Phone: 415-267-6107 Fax: 510-524-3770
Email: jdifuria@comcast.net
Website: www.mmcinstitute.com
Chris Dorton AEP, CCPS, ChFC, CLU SunTrust Banks Financial Planning Manager, SVP Atlanta, Georgia Email: txgator@tx.rr.com

John Duncan
Principal
Duncan Associates Attorneys & Counselors, P.C.

180 North LaSalle Street, Suite 3850 Chicago, Illinois 60601

Email: jpcd@DuncanCounsel.com
William Eck
True North Connections, LLC
P.O. Box 1298
Wheat Ridge, Colorado 80034
Phone: 303-432-8657
Email: bill@truenorthconnections.com
Website: www.truenorthconnections.com
Tim Emerson
Wealth Strategist Private Consulting Group
  Phone: 970-218-6735
Email: tim.emerson@yahoo.com
Scott Farnsworth
President SunBridge, Inc.
3214 Bayflower Ave.
Harmony, Florida 34773
Phone: 407-593-2386 Fax: 407-292-6242
Email: sfarnsworth@sunbridgenetwork.com
Website: www.sunbridgenetwork.com
Robert Feisee
Insight Law, L.L.C.
Field: Attorney
44365 Premier Plaza, Suite 210 Ashburn, Virginia 20147 Phone: 703-654-6019 Fax: 703-729-5217
Email: raf@insightlaw.net
Website: www.insightlaw.net
Danilel P. Felix
Trustee
The Professional Trustee
PO Box 83
Deerfield, Illinois 60015
Phone: 847-444-0251
Email: dan.felix@trustee-institute.org
Website: www.the-professional-trustee.com
Curt W. Ferguson
Attorney & Counsellor at Law
The Estate Planning Center
919 W. Main
Salem, Illinois 62881
Phone: 618-548-3729 Fax: 618-548-3585
Email: cwf@ussonet.net
Website: www.tlcplanning.com
Dr. Terri Finney
Terri Finney, Psy.D., P.C.
4770 E. Iliff Avenue, Suite 219 Denver, Colorado 80222 Phone: 303-790-5976 Fax: 303-282-5653
Email: terri@drfinney.com
Website: www.drfinney.com

Mike Flinn
VP Trust Consultant
Advisory Trust Company of Delaware
Field: Financial Services

9413 S. 51st
Phoenix, Arizona 85044

Phone: 602-908-1497
Fax: 602-296-0695
Email: mflinn@advisorytrustco.com
Website: www.advisorytrustco.com

Dean Fowler
President Dean Fowler Associates, Inc
1905 Eileen Ct
Brookfield, Wisconsin 53005
Phone: 262-271-5979
Email: dean@deanfowler.com
Website: www.deanfowler.com
Randy Fox
Founding Principal InKnowVision, LLC Field: Estate and Wealth Transfer Planning
715 Enterprise Drive
Oakbrook, Illinois 60523
Phone: 630-570-9561 Fax: 630-596-5099
Email: randy@inknowvision.com
Website: www.inknowvision.com
Susan Fox
Jennifer Fuhr
Family Wealth Consultants
Field: Wealth Consulting
734 Railway Avenue, #204 Canmore, Alberta T1W1P2 Canada Phone: 403-560-7560 Fax: 403-678-0180
Email: familywealthconsultants@gmail.com
Steve Gammill
J. Stephen Gammill, LLC
849 Celestite Dr
Fruita, Colorado 81521
Phone: 970-858-9135 Fax: 970-858-9147
Email: steve@stevegammill.com
Dolly M. Garlo
President Thrive!! Inc.
Field: Business Development Consulting & Coaching
1135 Terminal Way, Suite 209 Reno, Nevada 89502 Phone: 775-360-6442
Email: dolly@creatinglegacy.com
Website: www.creatinglegacy.com
Heather Gee
Vice President for Development Services The Philadelphia Foundation
Email: geephilanthropicservices@yahoo.com
Jeanne Gildee, CHFC, CAP
The Koenig Group
Field: Wealth Consulting
2 Wisconsin Circle, Suite 640 Chevy Chase, Maryland 20815 Phone: 301-652-4545 Fax: 301-652-0303
Email: jeanne@koeniggroup.com
Website: www.koeniggroup.com
Christopher J. Godfrey
Godfrey Law Offices
Field: Estate Planning
400 Plaza Building,
210 S. Michigan Street
South Bend, Indiana 46601
Phone: 574-237-9000 Fax: 574-237-0902
Email: chris@godfreylawoffices.com
Website: www.godfreylawoffices.com
Hartley Goldstone
Owner Hartley Goldstone Associates
4954 West Maplewood Avenue
Denver, Colorado 80123
Phone: 303-710-5380
Email: hgoldstone@comcast.net
Richard Goldwater
Vice President Families and Wealth, LLC Field: Executive Coaching & Psychological Management
1075 Washington Street
Newton, Massachusetts 02465
Phone: 781-239-8850 Fax: 617-558-5900
Email: rpgmd@mac.com
Website: www.familiesandwealth.com/about.php
Tom Gorman
President Families and Wealth, LLC
Field: Attorney
1075 Washington Street
Newton, Massachusetts 02465
Fax: 617-558-5900
Email: tgorman61@hotmail.com
Website: www.familiesandwealth.com/about.php
Lisa Gray
Managing Member
GRAYMATTER STRATEGIES LLC
Field: Consultant
323 N. 27th Street
Richmond, Virginia 23223
Phone: 804-343-1030
Email: lisa@graymatterstrategiesllc.com
Website: www.graymatterstrategiesllc.com

Al Gregory
President
Affluent Advisors Circles, Inc.
Field: Family Office Recruiting

2570 Pebble Creek Lane
Lehi, Utah 84043

Phone: 801-341-4490
Email: al@midwaytosuccess.com
Website: www.familyofficemarketplace.com

Dr. Mary Gresham
Atlanta Financial Psychology
2801 Buford Highway Suite 260 Atlanta, Georgia 30329 Phone: 404-320-6510
Email: mg@doctorgresham.com
www.doctorgresham.com
www.atlantafinancialpsychology.com
Garrett L. Griffin
Attorney Kevan D. Accord, P.A.
15700 College Blvd.
Lenexa, Kansas 66219
Phone: 913-956-3962 Fax: 913-492-7953
Email: ggriffin@acordpa.com
Website: www.bridgebuilderkda.com and www.acordpa.com
James Grubman 356 Montague City Road
Suite 100
Turner Falls, Massachusetts 01376
Phone: 413-775-0557
Email: jim@jamesgrubman.com
Website: www.jamesgrubman.com

Molly Hampton
Director of Philanthropy
The Nature Conservancy-
Wyoming Chapter
Field: Philanthropy

258 Main Street
Lander, Wyoming 82520

Phone: 307-349-1370
Email: mhampton@tnc.org
Website: www.nature.org

Philippe M. Hartl
Merrill Lynch
Field: Wealth Management
2049 Century Park East
Suite 1100
Century City, California 90067
Phone: 310-407-3984
Email: philippe_hartl@ml.com
Mark C. Hartnett
Family Wealth Practices
Field: Multi-Family Office

2084 Old Taylor Road
Oxford, Mississippi 38655

Phone: 662-540-1815 Fax: 662-796-9355
Email: mhartnett@familywealthpractices.com
Website: www.familywealthpractices.com
Alan Heath
Founder & Managing Director
The Strategy Group
2770 Arapahoe Road
Suite 132-111
Lafayette, Colorado 80026
Phone: 720-890-7081 Fax: 720-890-7082
Email: alan@thestrategygroupinc.com
Website: www.thestrategygroupinc.com
Katherine Heath
Principal The Strategy Group
2770 Arapahoe Road
Suite 132-111
Lafayette, Colorado 80026
Phone: 720-890-0170 Fax: 720-890-7082
Email: katherine@thestrategygroupinc.com
Website: www.thestrategygroupinc.com
Jon Hill
Thornton Byron LLP
Field: Attorney
4374 W. Bravehart Lane
Eagle, Idaho 83616
Phone: 208-422-0114 Fax: 208-344-8720
Email: jdhill.law@gmail.com

Timothy Hogan (Tim)
Consultant
Legacy Risk Solutions
Field: Insurance P&C

900 W Jackson Blvd 7W
Chicago, Illinois 60607

Phone: 630-220-9430 Fax: 330-659-2608
Email: tim.hogan@legacyrisksolutions.com
Website: www.legacyrisksolutions.com

David W. Holaday
Managing Member Wealth Design Consultants, LLC
Field: Financial Services
11555 North Meridian Street
Suite 560
Carmel, Indiana 46032
Phone: 888-703-3900 Fax: 317-571-3615
Email: dholaday@wdcplan.com
Website: www.wdcplan.com
John Homer
President Oxford Financial Group
455 East 500 South
Suite 305
Salt Lake City, Utah 84111
Phone: 801-595-1730 Fax: 801-595-1759
Email: john.homer@ofgadvisors.com
Paul Hood
Attorney and Independent Trust Protector

1320 Darling Street
Napa, CA 94558

Phone: 504.452.7574 Fax: 504.617.6272
Email: paulhood@acadiacom.net
Edward L. Howat, Jr
President Addie Woods Consulting
Field: Financial Services
2065 Kings Road
Eagan, Minnesota 55122

Phone: 651-405-6644 Fax: 651-405-6644
Email: ed@addiewoods.com
Website: www.addiewoods.com

Brett Hudson
Relational Wealth Advisors, LLC
Field: Wealth Transition Consultant
9033 E. Easter Place Suite 200 Centennial, CO 80112 Phone: 303-993-7210 Fax: 303-733-9440
Email: brett@relationalwealth.com
Website: brett@relationalwealth.com and www.prismvisualartistry.com
Adrienne Iglehart
Senior Vice President Merril Lynch
Field: Wealth Management
101 California Street
Suite 2100
San Francisco, California 94111
Phone: 415-288-3231 Fax: 415-240-4393
Email: adrienne_iglehart@ml.com
Jody Jacobson
Owner Aeriel View Consulting, LLC (Consulting) and LiveLikeAGrownUp.com (Individual Coaching)
2133 Fox Avenue
Madison, Wisconsin 53711
Phone: 608-347-9961
Email: jody.jacobson@gmail.com
Website: www.jodyjacobson.com
Dennis Jaffe Professor Sagbrook University 764 Ashbury Street
San Francisco, California 94117
Phone: 415-665-8699
Email: djaffe@sagbrook.edu
Website: www.saybrook.edu
Natalia Kabbe
Attorney and Counselor at Law
The Law Offices of Natalia Kabbe, LLC
Field: Attorney

1111 South Washington St.
Suite 100
Naperville, Illinois 60540

Phone: 888-909-1414 Fax: 866-910-7759
Email: natalia@kabbe-law.com
Website: www.kabbe-law.com
Kristin Keffeler
Principal Kinetic Enterprise, LLC
PO Box 255
Niwot, Colorado 80544
Phone: 303-652-4981 Fax: 413-691-4981
Email: kristin@kineticenterprise.com
Website: www.kineticenterprise.com

Donald H. Kelley
Attorney
Kelley Publications LLC
Field: Trusts & Estates

9421 Viaggio Way
Highlands Ranch, CO 80125

Phone: 303-470-7076
Email: dhkelley@qwestoffice.net
Website: www.dhkelley.com

Jacqueline Kelm
Founder Appreciative Living, LLC
Field: Personal Growth & Relationships
Charleston, South Carolina Phone: 843-881-1106
Email: jkelm@appreciativeliving.com
Website: www.appreciativeliving.com
Ronald P. Kendall
Attorney & Counselor Kendall & Associates, PLLC
Field: Estate Planning

32100 Telegraph Road
Suite 200
Bingham Farms, Michigan 48025

Phone: 248-594-8333 Fax: 248-642-7557
Email: rkendall@kendallassociatespllc.com
Dennis Kessler
President Midwest Family Business Advisors
Field: Family Business Consulting
707 Skokie Blvd.
Suite 600
Northbrook, Illinois 60062
Phone: 847-509-2745 Fax: 847-433-7894
Email: denniskessler@earthlink.net
Website: www.midwestfamilybusinessadvisors.com

Kathleen Burns Kingsbury, LMHC, CPCC
Principal, KBK Wealth Connection
Field: Psychology/Consulting

190 Purchase Street
South Easton, Massachusetts 02315

Phone: 508-297-1212
Email: kbk@kbkwealthconnection.com
Website: www.kbkwealthconnection.com/

Paul Kingsman Speaker, Executive Coach, Olympic Medalist Paul Kingsman Speaking & Coaching
Field: Practice Management Development
9 Oak Crest Court
Suite D
Novato, California 94947

Phone: 415-897-8082
Email: paul@paulkingsman.com
Website: www.paulkingsman.com

Ted Klontz, PhD Klontz Consulting PO Box 331549
Nashville, Tennessee 37203
Phone: 615-604-0059
Email: ted@klontzconsulting.com
Website: www.klontzconsulting.com
Joel Koenig
Managing Member The Koenig Group, LLC
2 Wisconsin Circle
Suite 640
Chevy Chase, Maryland 20815
Phone: 301-652-4545 Fax: 301-652-0303
Email: joel@koeniggroup.com
Website: www.koeniggroup.com
Judith Kolva, Ph.D.
Founder / CEO Memoir Shoppe
Field: Personal Historian
2500 East Las Olas Blvd
Penthouse 8
Fort Lauderdale, Florida 33301

Phone: 954-759-4531 Fax: 954-759-4531
Email: judith@memoirshoppe.com
Website: www.memoirshoppe.com

Henry Landes
Delaware Valley Family Business Center

340 North Main Street
Telford, Pennsylvania 18969

Phone: 215-723-5032 Fax: 215-723-8351
Email: henry@dvfbc.com
Jane Larrabee
Attorney Law Offices of Jane K. Larrabee Field: Estate Planning
Jane K. Larrabee, Esq.
333 N. Wilmot Rd., Suite 340
Tucson, Arizona 85711
Phone: 520.829-0571 Fax: 520.918-3031
Email: jane@jlazlaw.com
Website: www.janelarrabeelaw.com
Shannon Link OnPointe, LLC
Field: Family Business Advisor

1400 16th Street
Suite 400
Denver, Colorado 80202

Phone: 303-997-4441 Fax: 303-484-5441
Email: shannonlink@onpointeadvisory.com
Anne Loehr
Anne Loehr & Associates
11654 Plaza America Drive
Suite 154
Reston, Virginia 20190
Phone: 202-390-2711
Email: anne@anneloehr.com
Website: www.anneloehr.com
Laura Malinowski
Strategic Planning Associate RG Financial Partners, Inc.
Field: Finance
1990 N. California Blvd. #612 Walnut Creek, California 94596 Phone: 925-927-1900 Fax: 925-927-1907
Email: lmalinowski@rgfinancial.org
Website: www.rgfinancial.org
Tony Martignetti
Managing Director Martignetti Planned Giving Advirosrs, LLC
Field: Charity Registration & Planned Giving
90 Park Terrace East, 4th Floor
New York, New York 10034
Phone: 212-567-5680 Fax: 212-937-2376
Email: tony@mpgadv.com
Website: www.mpgadv.com
Paul Mason
Field: Estate Planning
15765 Pineycove Court
Colorado Springs, Colorado 80921
Phone: 719-290-5218
Email:paulashleymason@gmail.com

Susan Massenzio, Ph.D.
Senior Consultant
Wise Counsel Research Associates

260 Canton Avenue
Milton, Massachusetts 02186

Phone: 617-272-6407
Website: www.wisecounselresearch.org

Frank A. McClure
Counsellor at Law
Frank A. McClure & Associates
Field: Estate Planning
1009 Steubenville Ave
Cambridge, Ohio 43725
Phone: 740-432-7844 Fax: 740-439-4950
Email: frank@fmcclurelaw.com
Website: www.fmcclurelaw.com
Ian McDermott
International Teaching Seminars (ITS)
73 Bennetts Bridge Road
Sandy Hook, Connecticut 06482
Phone: +44 1932 860882 Fax: +44 1932 860882
Email: prdhm44@aol.com
Website: www.itsnlp.com
Rick McDonald
US Advisory Group
301 Edgewater Place
Suite 410
Wakefield, Massachusetts 01880
Phone: 781-246-0222 Fax:
Email: rick@usadvisory.com
Website: www.usadvisory.com
Robb McKinney
Bridgewater Wealth, Inc
1000 Stonewood Drive
Suite 301
Wexford, Pennsylvania 15090
Phone: 412-629-8133 C Fax: 724-940-6705
Olivia Mellan
President Olivia Mellan & Associates, Inc.
Website: www.moneyharmony.com
William F. Messinger, JD
Aureus Inc
Field: Addiction
325 Cedar Street #700
Saint Paul, Minnesota 55101
Phone: 651-335-2410
Email: bill@aureusinc.com
Website: www.aureusinc.com
Isabel Miranda
Law Offices of Isabel Miranda, LLC
Field: Attorney
7 Heritage Lane
Scotch Plains, New Jersey 07076
Phone: 201-563-5354 Fax: 908-322-4732
Email: imiranda@comcast.net
Isabel Miranda
Heritage Family Wealth Consulting, LLC
Field: Counselor
2219 North Avenue
Suite 100
Scotch Plains, New Jersey 07076
Phone: 201-563-5354 Fax: 908-322-4732
Email: imiranda@heritagefamilywealth.com
Website: www.heritagefamilywealth.com
Melissa Mitchell-Blitch, LPC, CACII, CPA
Lic. Professional Counselor Eredita, LLC
Field: Family Wealth & Family Business Consulting
886 Johnnie Dodds Blvd.
Suite 203
Mt. Pleasant, South Carolina 29464
Phone: 843-371-6067
Email: melissa@EreditaConsulting.com
Website: www.EreditaConsulting.com
Richard Morris ROI Consulting Phone: 847-328-3096
Email: rich.morris@richroi.com
Website: www.richroi.com
Mark J. Morisse
Attorney Callister, Nebeker, and McCullough Field: Estate, Tax, and Business Planning

2180 South 1300 East
Suite 600
Salt Lake City, Utah 84106

Phone: 801-530-7344 Fax: 801-746-8607
Email: mjmorrise@cnmlaw.com
Website: www.utahestateplans.com
Alison Moss
Vice President of Strategic Development Paul Comstock Partners
2 Riverway
Suite 1000
Houston, Texas 77056
Phone: 832-563-5521
Email: alison.moss@paulcomstockpartners.com
Website: www.paulcomstockpartners.com

Steven K. Moyer
The Network of Family Businesses

235 Yoder Road
Harleysville, Pennsylvania 19438

Phone: 215-256-5997
Email: skmoyer@comcast.net
Website: www.netfamilybusiness.com

Jennifer Muntz
Senior Manager Webinars &
Education Programs
Family Office Exchange
Field: Training/Education

100 S Wacker Drive, Suite 900 Chicago, Illinois 60606

Phone: 312-327-1211 Fax: 312-327-1212
Email: jmuntz@familyoffice.com
Website: www.familyoffice.com

Scott Nammacher
Managing Director Empire Valuation Consultants, LLC
Field: Valuation
350 5th Avenue
Suite 5513
New York, NY 10118
Phone: 212-714-0122 Fax: 212-714-0124
Email: scottn@empireval.com
Website: www.empireval.com
Mark T. Neil
Mark T. Neil & Associates
Field: Estate Planning Attorney
135 South LaSalle Street
Suite 2810
Chicago, Illinois 60603
Phone: 312-456-2724
Email: mneil@chicago-law.com
Website: www.markneillaw.com
Howard Neiswender
Partner Balch & Bingham LLP
Field: Estate Planning
1901 Sixth Ave North
Suite 1500
Birmingham, Alabama 35203
Phone: 205-226-8773 Fax: 205-488-5890
Email: hneiswender@balch.com
Website: www.balch.com
David Niccolini
Senior Vice President
TorchStone
Field: Security
1997 Annapolis Exchange Parkway
Annapolis, Maryland 21401
Phone: 410-280-5188
Fax: 866-901-7829
Email: david@TorchStoneGlobal.com
Website: www.TorchStoneGlobal.com
David Nye
Director of Development Colorado Christian University
Phone: 303-963-3197
Email: dnye@ccu.edu

Arden O’Connor
O’Connor Professional Group

65 Sprague Street
Hyde Park, Massachusetts 02136

Phone: 617-910-3940
Fax: 617-830-8512
Email: aoconnor@oconnorpg.com
Website: www.oconnorprofessionalgroup.com

Richard Orlando, Ph.D. Phone: 609.947.3039
Email: emailrjo@yahoo.com
Website: www.linkedin.com/pub/richard-orlando-ph-d/11/896/656
Michael W. Palumbos
Founder Collaborative Family Office
Field: Family Wealth
200 Meridian Centre
Suite 150
Rochester, New York 14618
Phone: 585-350-7273 Fax: 585-271-4764
Email: michael.palumbos@lfg.com
Scott Pann
Senior Vice President
UBS Financial Services
90 S. Cascade Ave
Suite 900
Colorado Springs, Colorado 80903
Phone: 888-447-8259 Fax: 888-447-8259
Email: scott.pann@ubs.com
Website: www.ubs.com/team/thepanndeyounggroup
Don Parkhill
Parkhill Financial Group
PO Box 1030
Coshocton, Ohio 43812

Phone: 740-622-1364 Fax: 740-622-2104
Email: don.parkhill@lfg.com
Website: www.lfg.com

Jeff S. Patterson
Widmer Mensing Law Group, LLP
Field: Attorney
339 SW Century Drive
Suite 101
Bend, Oregon 97702
Phone: 541-318-3330 Fax: 541-323-1030
Email: jeff@bendlawgroup.com
Joe Paul
Partner The Aspen Family Business Group Field: Counselor to Families in Business
4025 SW 6th Avenue Drive Portland, Oregon 97239 Phone: 971-544-0948 Fax: 503-210-0310
Email: familyfirm@aol.com
Website: www.aspenfamilybusiness.com
Harold T. Pearce
Relational Wealth Advisors, LLC
9033 E. Easter Place
Suite 200
Centennial, CO 80112
Phone: 303-993-7210 Fax: 303-733-9440
Email: harold@relationalwealth.com
Website: www.relationalwealth.com and www.prismvisualartistry.com
Elizabeth Pearce
Relational Wealth Advisors, LLC
9033 E. Easter Place
Suite 200
Centennial, CO 80112
Phone: 303-993-7210 Fax: 303-733-9440
Email: elizabeth@relationalwealth.com
Website: www.relationalwealth.com and www.prismvisualartistry.com
Anthony Phifer
Relational Wealth Advisors, LLC
9033 E. Easter Place
Suite 200
Centennial, CO 80112

Phone: 303-759-0079
Email: aphifer@phiferj.com

Dave Phillips
President Phillips Management
Field: Executive Mentor
5660 Indian River Dr.
North Vancouver, British Columbia V7G 2T8 Canada
Phone: 604-987-7510
Email: dave@dphillips.com
Website: www.DPhillips.com
Desiree Pierce
Vice President Wells Fargo Family Wealth/Abbot Downing
Field: Wealth Management Commercial Family Office

333S. Grand Ave.
Suite 2000
Los Angeles, California 90071

Phone: 310-415-4388 or 310-295-7015 Fax: 213-253-7202
Email: desiree.d.pierce@wellsfargo.com
Website: www.wellsfargo.com/familywealth

Peter J. Pittman
Financial Advisor
Wells Fargo Advisors, LLC
Field: Wealth Management

320 South Teller Street
Suite 200
Lakewood, Colorado 80226

Phone: 303-763-8300 Fax: 303-763-8338
Email: peter.j.pittman@wfadvisors.com
Website: https://home.wellsfargoadvisors.com/peter.j.pittman

Alan Pratt
Pratt Legacy Advisors
400 - 108th Avenue NE
Suite 610
Bellevue, Washington 98004
Phone: 425-455-0999 Fax: 425-455-2005
Email: alan@prattla.com
Website: www.prattla.com
Courtney Pullen
Pullen Consulting Group
4099 Field Drive
Wheatridge, Colorado 80033
Phone: 303-420-2908 Fax: 303-420-5912
Email: courtney@pullenconsulting.com
Website: www.pullenconsulting.com
Kathleen M. Rehl, Ph.D., CFP
Rehl Financial Advisors
Field: Financial Planning
2225 Camp Indianhead Road Land O'Lakes, Florida 34639 Phone: 813-949-0026 Fax: 813-464-7848
Email: kathleen@kathleenrehl.com
Website: www.kathleenrehl.com
Paul Rich
Principal Emeritus Rothstein Kass & Co.
1350 Avenue of the Americas
15th Floor
New York, NY 10019
Phone: 917-438-3962 Fax: 917-438-3963
Email: prich@rkco.com
Website: www.rkco.com
Ted Ripley
Estate Planning and Family Wealth Preservation
618 C South Peabody Street
Port Angeles, Washington 98362
Phone: 360-457-0451
Email: ripleylaw@olympus.net

Gregory Rogers
Founder & President
RayLign Advisory, LLC
Field: Wealth Advisor

35 Mason Street, Fourth Floor
Greenwich, Connecticut 06830

Phone: 203.742.5451
Email: greg@raylign.com
Website: www.RayLign.com

Tom Rogerson
Managing Director, Family Wealth Services Mellon Financial Center
201 Washington Street
Boston, Massachusetts 02108

Phone: 617-688-2029
Email: tom.rogerson@bnymellon.com
Website: www.bnymellon.com

Ellen Rogin
Chief Inspiration Officer Create Great LLC Field: Prosperity Consciousness
1780 Ash Street
Suite 200
Northfield, IL 60093
Phone: 847-716-7792 Fax: 847-441-8715
Email: ellen@ellenrogin.com
Website: www.ellenrogin.com
Jim Rohrbach
Success Skills Coach
Field: Business Coaching
7101 North Cicero Avenue
Suite 200
Lincolnwood, IL 60712
Phone: 847-982-3268 Fax: 847-982-3274
Email: coach@successskills.com
Website: www.successskills.com
Laurent M. Roux
Principal Gallatin Wealth Management, LLC Field: Family Wealth Advising
P.O. Box 1226
Jackson, Wyoming 83001
Phone: 307-200-4343 Fax: 307-730-6559
Email: lroux@gallatinwealthmgnt.com

April J. Rudin
CEO
The Rudin Group

100 Old Palisade Road #3210
Fort Lee, New Jersey 07024

Phone: 201-482-8369
Email: april@therudingroup.com
Website: www.therudingroup.com

Israel Sands
Israel Sands Law, P.A.

1130 Washington Avenue
Third Floor
Miami Beach, Florida 33139

Phone: 305-951.3333
Website: www.israelsands.com

Mark Schumacher
President
Roxborough Capital Management
Field: Wealth Management / Investments

7900 E. Union Avenue
Suite 1100
Denver, Colorado 80237

Phone: 303-357-3200
Email: mschumacher@roxborough-capital.com
Website: www.roxborough-capital.com

Joan Sharp
President Life Strategies, LLC
Field: Life Financial
42 Read's Way
New Castle, Delaware 19720
Phone: 302-324-5363 Fax: 302-324-5364
Email: joansharp@lifestrategiesllc.com
Website: www.lifestrategiesllc.com
Rick Shaum
VP Marketing Cedrus
Field: Family Services

350 Indiana Street
Suite 200
Golden, Colorado 80401

Phone: 303-928-1178 Fax: 303-273-0300
Email: rshaum@cedrusfinancial.com
Website: www.cedrusfinancial.com
Gary Shunk
CEO Family Wealth Dynamics
Field: Psychology of Family Wealth

Post Office Box 572
La Grange, Illinois 60525

Phone: 312-810-0011
Email: gary@familywealthdynamics.com
Website: www.familywealthydynamics.com
Chris Sidford Founder & Medical Director Black Bag
Field: Global Emergency Medicine
Atkinson Building, 29 Water Street Newburyport, Massachussets 01940 Phone: 978-518-3203 Fax: 978-456-0680
Email: csidford@blackbag.biz
Website: www.blackbag.biz
John Simmering
Legasus Group, LC
Field: Attorney
121 North Mead, Suite 109 Wichita, Kansas 67202 Phone: 316-681.0444
Email: jsimmering@legasusgroup.com
Website: www.legasusgroup.com
Forrest D. Smith III, CIMA
The Forrest Smith Group (Merrill Lynch)
Plaza Tower One, Suite 1100
6400 South Fiddler Green Circle, Greenwood Village, Colorado 80111
Phone: 303-689-8068 Fax: 303-242-5265
Email: forrest_smithiii@ml.com

James W. Smyth
Indiana Estate Attorney
Field: Attorney

11550 North Meridian Street, Suite 125
Carmel, Indiana 46032

Phone: 317-843-5566 Fax: 317-843-5369
Email: jsmyth@indianaestate.com

David Solie
Author, Speaker, Educator, Health Consultant RiskTutor, Inc.
Field: Family Health Advisor
3412 Malaga Ct.
Calabasas, California 91302
Phone: 818-591-3882 Fax: 818-591-0512
Email: david@davidsolie.com
Website: www.davidsolie.com
Allen Sparkman
Sparkman, Shaffer & Perlick
Field: Attorney
1616 17th Street
Suite 564
Denver, Colorado 80202
Phone: 303-396-0230
Email: sparkman@sspattorneys.com
Website: www.sspattorneys.com
Jim Sprout
Chairman, Northern Colorado
First Western Trust Bank
Field: Financial Services
3003 E. Harmony
Suite 200
Fort Collins, Colorado 80528

Phone: 970-484-9222
Email: jsprout@frii.com
Website: www.fwtb.com

Michael L. Stern, PhD
Michael Stern Consulting
Field: Business Psychology
60 Old New Milford Road Brookfield, Connecticut 06804 Phone: 203-740-2900 Fax: 203-702-5096
Email: mike.stern@fam-biz.com
Website: www.fam-biz.com
Adam Stock
President The Next Level Planning Group Field: Financial Advisor
8755 W. Higgins
Suite 200
Chicago, Illinois 60631
Phone: 773-867-3658 Fax: 773-867-3691
Email: adam.stock@tnlpg.com
Website: www.tnlpg.com
Adam Strominger
President FellStrom Consulting
Field: Business Development

21125 Palese Drive
Estero, Florida 33928

Phone: Phone: 239-245-7910
Email: astrominger@comcast.net

Michael G. Stuart, JD, CPA
The Stuart Legacy Alliance, LLC
Field: Estate and Exit Planning Law

3701 Algonquin Road,
Suite 150
Rolling Meadows, Illinois 60008

Phone: 847-398-7901 Fax: 847-398-6950
Email: michael@sla-law.com
Website: www.sla-law.com

Ronald Stutes
The Stutes Law Group, LLC
Field: Attorney
3671 Aletha Drive
Baton Rouge, Louisianna 70814
Email: stuteslawgroup@aol.com

Cathy S. Sunshine
President The Sunshine Group, LLC
Field: Management Consulting

PO Box 103093
Denver, Colorado 80250
Phone: 303-629-1991 Fax: 303-778-7366
Email: css@cusnhineconsultancy.com
Website: www.sunshineconsultancy.com
Jonathan Thomas
Director of Client Services Crestone Capital Advisors, LLC
Field: Family Wealth Planning
1050 Walnut Street
Suite 402
Boulder, Colorado 80302

Phone: 303-442-4447 Fax: 303-442-4587
Email: jthomas@crestonecap.com
Website: www.crestonecap.com

Scott Thomas
Stewardship Matters
511 N. Maitland Avenue
Maitland, Florida 32751
Phone: 407-644-9411
Email: scott@stewardshipmatters.net
Website: www.stewardshipmatters.net

Richard M. Todd
CEO
Innovest Portfolio Solutions
Field: Investment Consulting

4643 S. Ulster Street, Suite 1040
Denver, Colorado 80237

Phone: 303-694-1900
Email: rtodd@innovestinc.com
Website: www.innovestinc.com

Jamie Traeger-Muney
Founding Principal
The Wealth Legacy Group
Phone: 510-406-7178
Email: jamie@wealthlegacygroup.net
Website: www.wealthlegacygroup.net
Ricci Victorio
Managing Partner Mosaic Family Business Center
Field: Communication/Succession Coach
140 Geary Street, 6th Floor
San Francisco, California 94108
Phone: 415-788-1952 Fax: 415-788-7105
Email: ricci@mosaicfbc.com
Website: www.mosaicfbc.com
Kay Vogt
President Real Talk LLC
Field: Family Business Advisor
933 W Van Buren
Suite 918
Chicago, Illinois 60607
Phone: 312 330 3094
Email: drkayvogt@aol.com
Website: www.realtalkcompany.com
Richard B. Wagner
Owner WorthLiving LLC
Field: Financial Planning & Transitions
191 University Blvd., #712
Denver, Colorado 80206
Phone: 303-329-8309 Fax:
Email: dick@worthliving.com
Website: www.worthliving.com
Iris Wagner
Memoirs Productions
Phone: 514-481-9303
Email: iris.wagner@memoirsproductions.com
Website: www.memoirsproductions.com
John A. Warnick
The Law Office of John A. Warnick
Field: Counselor and Attorney at Law
4600 S. Syracuse
Suite 900
Denver, Colorado 80237
Phone: 303-256-6500 Fax: 866-611-6926
Email: johna@purposefulplanninginstitute.com
Website: www.purposefulplanninginstitute.com
Henry C. Weatherby
Weatherby & Associates, P.C.
34 Jerome Ave
Suite 310
Bloomfield, Connecticut 06002
Phone: 860-769-6938
Email: hank@weatherby-associates.com
Website: www.weatherby-associates.com
Dr. Gunther M. Weil
Value Mentors, LLC
523 Arkansas Mtn Road
Boulder, Colorado 80302
Phone: 303-449-2090 Fax: 303-223-3234
Email: guntherweil@valuementors.com
Website: www.valuementors.com
Matthew Wesley
Founder The Wesley Group
Field: Consultant
17911 218th Ave NE
Woodinville, Washington 98077
Phone: 425-647-6066
Email: matt@thewesleygroup.com
Website: www.thewesleygroup.com
Marcia Wesley
The Wesley Group
Field: Psychology
17911 218th Ave NE
Woodinville, Washington 98077
Phone: 425-647-6066
Email: marcia@drmarcia.net
Website: www.thewesleygroup.com
Stephanie West Allen
Owner Brains on Purpose
Denver, Colorado Phone: 303-935-8866
Email: stephanie@brainsonpurpose.com
Website: www.brainsonpurpose.com

Keith Whitaker, Ph.D.
Senior Consultant
Wise Counsel Research Associates

260 Canton Avenue
Milton, Massachusetts 02186

Phone: 617-272-6407
Email: keith@seekingwisecounsel.com
Website: www.wisecounselresearch.org

Michael D. Whitty
Shareholder/Attorney Vedder Price PC
Field: Estate Planning
222 N. LaSalle Street
Chicago, Illinois 60601

Phone: 312-609-7812 Fax: 312-609-5005
Email: mwhitty@vedderprice.com
Website: www.vedderprice.com

James F. Williams
CEO J.F. Williams, Co., Inc.
Field: Financial Advisor
950 S. Cherry Street
Suite 414
Denver, Colorado 80246
Phone: 303-753-4506 Fax: 303-736-4009
Email: jim@jfwco.com
Website: www.jfwco.com
Melissa M. Wilson, JD
Frank A. McClure & Associates
1009 Steubenville Ave
Cambridge, Ohio 43725
Phone: 740-432-7844 Fax: 740-439-8190
Email: melissa@fmcclurelaw.com
Website: www.fmcclurelaw.com
Scott Winget
Senior Vice President
Ascent Private Capital Management Field: Wealth Planning
950 17th Street, 5th Floor
DN-CO-T5PA
Denver, Colorado 80202
Phone: 303-585-6191 Fax: 303-585-4414
Email: scott.winget@usbank.com
Website: www.ascent.usbank.com

Kathy Wiseman
President & Founder
Working Systems, Inc
Field: Family Systems Theory

4545 42nd Street NW
Suite 201
Washington, DC 20016
Phone: 202-244-6481
Email: kathy@workingsystemsinc.net
Website: www.workingsystemsinc.net
Marty Wisott
Rocky Mountain Business Valuation
Phone: 720.209.6103
Email: wisott@rmbval.com
Website: www.rmbval.com
Robert Wright
Wright & Wright Attorneys at Law, Inc.
Field: Attorney
8365 N. Fresno Street, #110
Fresno, California 93720

Phone: 559-228-8184 Fax: 559-438-1733
Email: robert@wrightlawfirm.com
Website: www.wrightlawfirm.com

Drake Zimmerman
Zimmerman & Armstrong
PO Box 326
Normal, Illinois 61761
Phone: 309-825-2112 Fax: 309-454-6914
Email: drakezim@gmail.com