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

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

Mark Higgins, CIMA^®, Principal, Wells Fargo Advisors, LLC, Indianapolis, IN

John Hoffman, CIMA^®, CPWA^®, 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

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

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

Barry K. Mendelson, CIMA^®,  Managing Director, Capital Markets Consultants, Milwaukee, WI

Elliott Miller, CIMA^®,  First Vice President, Fulcrum Securities, Inc., Exton, PA

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, PhD, CPWA^®, Managing Director, HighTower Advisors, Bainbridge Island, WA

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 Diego, CA

Matthew Waters, CIMA^®, Internal Sales Manager, Fifth Third Asset Management, Cincinnati, OH

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