Presenters

Edward J. Beckwith, JD, LL.M.

Baker Hostetler
Washington, DC

Jocelyn Margolin Borowsky, JD, LL.M.

Duane Morris LLP
Wilmington, DE

Jonathan G. Blattmachr, Esq.

AEP® (Distinguished)

Pioneer Wealth Partners, LLC
New York, NY

April Caudill, JD

CLU®, ChFC®, AEP® (Distinguished)

Nominee
Principal Financial Group
Cincinnati, OH

Joan K. Crain

CFP®, TEP, AEP® (Distinguished)

J. Crain Consulting
The Villages, FL

Samuel A. Donaldson, JD, LL.M.

AEP® (Distinguished)

Georgia State University College of Law
Atlanta, GA

Forest J. Dorkowski

St. Jude Children’s Research Hospital / American Lebanese Syrian Associated Charities, Inc. (ALSAC)
Memphis, TN

Paul G. Greenwood, JD, LL.B.

CFP®, TEP, AEP® (Distinguished)

Greenwood Law Corporation
Escondido, CA

Peter M. Hershon

CLU®, ChFC®

Coventry
Washington, PA

John P. Hussman, Ph.D.

Hussman Funds

Peter M. Hershon

CLU®, ChFC®

Coventry
Washington, PA

Elizabeth King, JD, LL.M.

Brown Brothers Harriman Trust Company
Wilmington, DE

Stephanie Loomis-Price, JD

AEP® (Distinguished)

Perkins Coie LLP
Seattle, WA

Kyle C. Martin

IRS

Justin T. Miller, JD, LL.M. (taxation)

TEP, AEP®, CFP®

Evercore Wealth Management, LLC
San Francisco, CA

Ferdinando L. Mirarchi

DO, FAAEM, FACEP

MIDEO Health
Erie, PA

Richard W. Nenno, JD

AEP®

Young Conaway Stargatt & Taylor, LLP Wilmington, DE

Nancy B. Rapoport, JD

DO, FAAEM, FACEP

William S. Boyd School of Law, UNLV
Las Vegas, NV

Susan P. Rounds, JD, CPA, LL.M. (taxation)

TEP, AEP® (Distinguished)

Deutsche Bank Trust Company, N.A.
Los Angeles, CA

Vincent C. Thomas

Young Conaway Stargatt & Taylor, LLP
Wilmington, DE

Wes Turiano

CW Mineral Group
Tulsa, OK