Paul A. Dyer is the founder of United Tax Partners Services.  He’s a past Top of the Table MDRT member and the former education chair for the CRFA organization.  He was also the founder of Master Mentors, a nationally recognized mentoring company.

Paul has been published in such publications as National Underwriter and Senior Market Advisor, and has also been featured as the cover story of SMA.  Paul has been a Moderator/Instructor with The American College, a NAIFA chapter president and is a nationally recognized speaker on how to run a diversified services firm, tax businesses and other related topics.

Paul resides in Bangor, Maine with his family and also owns a local Tax Preparation Firm and a Real Estate Rental Firm. In his spare time he enjoys running in road races or  jumping out of airplanes at his local “Drop Zone” and taking his kids fishing!

Website:  www.utaxps.com

E-Mail: paul.dyer@utaxps.com

Brian received his MBA from North Carolina State University in Raleigh, North Carolina.  He also holds a Bachelor of Technology in Business Technology as well as an AAS in Aviation.  He began his career in the higher education sector where he implemented and led a nationally recognized initiative known as the College Foundation of North Carolina.  As director, he was responsible for the overall success and strategic direction of the state mandated project which later turned into a national model.  He has a wealth of experience in leading large, complex organizations that have high expectations and challenging goals.  He understands the power of collaboration and the importance of quality in order to succeed.
As COO Brian is committed to providing exemplary customer service and is responsible for the overall business operations of the company to ensure your experience with FIG is unparalleled.  He works with the senior management team to develop global strategies and direction for FIG.  In addition to Brian’s role as COO, he also plays a crucial role in the day to day decision making and coordination of efforts on behalf of FIG to bring Regulus Advisors, LLC, and independent securities producer group, to the forefront of the securities industry.
Brian also serves on the Board of Directors for the National Association for Fixed Annuities and was Co-Chair of the Market Conduct Task Force committee on Education and Supervision.  He speaks regularly with various organizations representing FIG as well as on industry issues.  He has worked passionately on the opposition of 151A representing producers and advisors in Washington, DC by visiting members of congress in an effort to educate and support industry efforts.
Regardless of the situation, Brian will take a synergistic approach to provide all of our partners with new ideas, methods, and strategies to enhance our joint organizational goals.

Website:  www.figmarketing.com

E-Mail: brian.williams@figmarketing.com    Phone: 1-800-527-1155 x173

Jim Cooper graduated from James Madison University with a degree in Business Management and minor in Finance.  He was a scholarship athlete at JMU for four years as a member of the JMU football team.  Before being introduced to Financial Independence Group, Jim was helping run a family business here in Charlotte, NC.  Once Jim met Bill Cain and Bo Johnson, he had to be a part of this great organization.  Jim started his tenure with FIG as an Annuity Marketing Consultant in 2002 and built his book of business from scratch.  Since 2002, Jim has developed a passion for the financial services industry as one of FIG’s top marketers.  He has helped implement many programs and has built one of the top producing books of business in the industry today.  In 2009, Jim joined the FIG management team as Chief Distribution Officer.  As CDO, he continued to grow his client base with the majority of this time spent implementing new ideas, programs and systems to help take you and FIG to the next level.
In 2010, Jim accepted the position of Chief Marketing Officer.  He brings his years of experience, knowledge and leadership to the marketing department.  As CMO, Jim will directly oversee the marketing department as well as continue to be instrumental in the development of current and new marketing programs.  Jim, along with the rest of the senior management team, is readily accessible and always willing to assist you in any way possible.  Jim sees what he does on a day to day basis as relationship building.  He feels producers not only need to have a strong relationship with their clients, but also wither their marketing organization.  After all, you all are our  clients and we will never forget that.
Jim lives in Charlotte, NC with his wife Jamie.

Website:  www.figmarketing.com

E-Mail: jim.cooper@figmarketing.com    Phone: 1-800-527-1155 x12

Seth started his career in financial services in upon graduation from Syracuse University.  He made 300 cold calls a day for 4 y ears until he discovered the magic of emotional direct response marketing.  He has since been recognized by best-selling business author Maribeth Kuzmeski as “one of the top advisors in the country with an ever-growing practice”  He has been written about in two best-selling books on financial advisor marketing, and interviewed in Registered Rep magazine, as well as numerous other publications.
Seth is a highly sought after speaker, marketing consultant, and coach.  You can get his highly acclaimed “How to Double Your Production in 12 Months… Guaranteed” Video and Transcript Absolutely Free at http://www.finadvisormarketingprogram.com/bigmedia

E-Mail: seth@marketdominationprogram.com    Phone: 716-908-3164

Mr. Roberts founded the CIFmarketplace with over 35 years of experience in the retirement industry. Most recently, he was a principal in Advisors Capital Resource, which was a pioneer in the development and distribution of collective investment funds in support of managed portfolios for self-directed retirement programs. Previously, he owned and operated one of the largest pension administration firm in New England, where he was the author of influential White Papers, most notably”TPA Survival in the Retirement Industry.” Mr. Roberts attended Dartmouth College and the Kellogg School of Business – Northwestern University for degrees in business and government.

CIFmarketplace:  7036 Hill Road, Columbus, OH 43064   Map It

Website:  www.cifmarketplace.com

E-Mail: lroberts@cifmarketplace.com    Phone: 614-873-6230

Gerard Asset Management established Tactical ETF Strategies as a direct result of the secular bear market that we have experienced since 2000. Investors expect an investment solution that will work in all environments, which will actively remove risk in turbulent markets and increase risk as opportunities arise. The Tactical ETF Strategies employ a number of highly experienced, highly regarded asset class strategists who will proactively make this shifts in a series of constrained and unconstrained portfolios. These strategists will use ETF’s (Exchange Traded Funds) as the underlying investment vehicles within each Collective Investment Fund (CIF).

Tactical ETF Strategies is a division of Gerard Asset Management, LTD., a FINRA broker/dealer and a Registered Investment Advisor. Kevin Gerard founded Gerard Asset Management, LTD., in 1993 to provide 401k plan sponsors and trustees with administrative support and investment services. Tactical ETF Strategies provides TAG, LLC with marketing and administrative services for their CIF’s.

Mr. Gerard received B.S. in Accounting from Marquette University and is a Certified Public Accountant. Mr. Gerard began his career at a prominent mutual fund family and was instrumental in developing an investment management solution for corporate retirement plans. In 1993, Mr. Gerard established Gerard Asset Management, a registered Broker Dealer that focused on developing similar solutions for corporate retirement plans and affluent investors.

Website:  http://www.tacticaletfstrategies.com

Tactical ETF Strategies:  N87 W16420 Appleton Avenue, Menomonee Falls, Wisconsin 53051 Map It

E-Mail: kevin@tacticalETFstrategies.com    Phone: 262-250-0800

Steven S. Sansone is a Principal of Kravitz Investment Services, Inc., a RIA firm specializing in corporate sponsored retirement plans and successful outcomes for plan participants. Steve is also a Principal and Board Member of Payden/Kravitz, a joint venture between Payden & Rygel and Kravitz Investment Services that offers a mutual fund investment strategy for cash balance pension plans. With nearly 25 years of experience in the retirement plan industry, Steve worked for John Hancock (formerly Manulife) for almost two decades. He was one of the top pension wholesalers in the industry, where he sold over 1,000 retirement plans and was the first sales representative to bring in over $1 billion in retirement plan assets. Steve helped establish the Los Angeles Chapter of the National Institute of Pension Administrators (NIPA) and served as its President for 10 years He is a frequent speaker at national pension conferences on various aspects of qualified plans including plan design, fiduciary compliance, investment selection & monitoring, vendor product offerings and participant education. Steve graduated from the State University of NY at Buffalo School of Law (Cum Laude) and serves as a member of the Board of Directors for Bank of Santa Clarita, in Santa Clarita, California.

Ilene H. Ferenczy, J.D., CPC, APA, is the managing member of The Law Offices of Ilene H. Ferenczy, LLC, in Atlanta, Georgia, where she advises clients on all types of employee benefit plans. Ms. Ferenczy particularly focuses her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues. Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice. She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators. She is a nationally known speaker on benefits issues, and has authored more than 60 articles for publications such as the Journal of Pension Benefits (where she is the Co-Editor-in-Chief), the Journal of Taxation of Employee Benefits, and The ASPPA Journal. Ms. Ferenczy also authored three textbooks about defined contribution plans, and co-authored The Plan Termination Answer Book. In addition to being a frequent live presenter, she has also recorded numerous webcasts and other e-learning tools for several organizations.

Mike is Co-Founder and CEO of BrightScope and responsible for the strategic vision and leadership of the company.  Previously, Mike was the Co-Founder and Portfolio Manager of Alfred Capital Management LLC, an independent registered investment firm located in La Jolla, CA.  He has been a financial advisor and portfolio manager since 2003.  Mike is a dynamic thinker capable of developing and implementing cutting-edge business models and effective marketing strategies.  He is also a proven relationship builder who excels at establishing key partnerships.  A noted and quoted 401k and financial expert, Mike has appeared on CNBC, ABC News, Fox Business News, National Public Radio and in The Wall Street Journal, Forbes, BusinessWeek, Fast Company, US News and World Report, CNN/Money Magazine, SmartMoney, theStreet.com, Pensions and Investments, Employee Benefit Adviser, and The San Diego Business Journal. In addition to his work endeavors, Mike and his brother, BrightScope President Ryan Alfred, teach financial literacy to minority students through the Links Achievers Program, the Pathways to College Network, and Jack and Jill of America.  Mike and Ryan also teach the Stock Market Game to high school students at Cathedral Catholic High School and mentor entrepreneurs at the Founder Institute.  He sits on the Board of the San Diego Software Industry Council and received his bachelor’s degree from Stanford University.