Leon is a true visionary who brings the experience of many different fields to the table, he has provided integrated, comprehensive financial advisory services to thousands of people for over two decades. He regularly appears on television and radio programs nationwide, as well as in national publications, presenting on various economic and financial topics. See full bio

Ken has served in several leadership roles, including CFO, COO, VP of Administration, and VP of Sales, in start-ups, mid-stage companies, and large multi-national corporations. See full bio

David writes for RealMoney.com on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, and corporate governance. He also began The Aleph Blog to develop a distinct voice with a wider distribution. See full bio

Trish McIntire, E.A. has been preparing income taxes since 1988. She is also the author of the blog- Our Taxing Times which covers tax changes, the tax system, and the tax preparation business. See full bio

Rita Keller is an award-winning and widely respected voice to CPA firm management. She is nationally known as a CPA firm management consultant, speaker and author. See full bio