The Council comprises accomplished advisors who have agreed to share their insights with Investment Advisor readers over the coming year and help guide the editorial direction of the magazine. They also represent the varied constituencies of the profession and the magazine. They are financial planners and investment advisors; wealth managers and folks who cater to the middle-income crowd; broker/dealer reps and fee-only advisors; CFPs and CPAs; SEC- and NASD- and state-regulated advisors.
Each month, an individual leader will be interviewed in this space, giving us their thoughtful considerations on the challenges facing the profession and the strategies and principles they’ve used to succeed. Twice a year, we’ll seek consensus from our Leaders on those challenges and strategies, and we’ll share their collective wisdom with you in the magazine and online.
Our premiere Investment Advisor Leaders’ Council is :
Gene Balliett–Balliett Financial Services, Winter Park, Florida
Percy Bolton–Percy E. Bolton Associates, Pasadena, California
Peggy Cabaniss–HC Financial Advisors, Lafayette, California
Scott Hanson–Hanson McClain, Sacramento, California
Deena Katz–Evensky & Katz, Coral Gables, Florida