Speakers Series guests

Carl Richards

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a

Christine Benz

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth

Dan Ariely

I am the James B. Duke Professor of Psychology and Behavioral Economics at Duke University, with appointments in the Fuqua School of Business, the Center for Cognitive Neuroscience, the School of Medicine and the department of Economics. I am also

Allan Roth

Allan is the founder of Wealth Logic, LLC. An hourly based financial planning and investment advisory firm. Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability

Joe Davis

Joseph Davis, Ph.D., a Vanguard principal, is the global chief economist and global head of Vanguard Investment Strategy Group, whose research and client-facing team develops asset allocation strategies and conducts research on the capital markets, the global economy, portfolio construction,

Maria Bruno

Maria Bruno is the head of U.S. Wealth Planning Research at Vanguard, leading a team responsible for conducting research and analysis on a wide range of retirement, wealth planning, and portfolio construction topics. In this role, she also contributes to

Bill Bernstein

William J. Bernstein is a neurologist, co-founder of Efficient Frontier Advisors, an investment management firm, and has written several titles on finance and economic history. He has contributed to the peer-reviewed finance literature and has written for several national publications,

Mike Piper

Mike is a CPA in the St. Louis area. He has written several books and is quoted regularly as a tax and Social Security expert in various publications, from The Wall Street Journal, to AARP, to Morningstar. He is also

Karen Damato

Karen Damato is the content specialist at a major law firm in New York, after a long career as a personal finance journalist. She was an assistant managing editor of Time Inc.’s Money brand and, before that, spent more than

Bob Pisani

Bob Pisani, Senior Markets Correspondent at CNBC, has covered Wall Street and the stock market for 24 years. Pisani has covered real estate markets and then the global stock market, as well as initial public offerings (IPOs), exchange-traded funds (ETFs),

Kara Beth Vance

As a Senior Advisor at Timothy Financial Counsel, Kara Beth Vance, CFP® provides holistic financial planning advice to clients in an hourly-only format. She currently serves as the primary advisor for over 125 clients, partners with the firm’s other advisors