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The IA 25 for 2007

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Investment Advisor magazine, the leading publication for independent investment advisors and financial planners, today announced the fifth annual IA 25–the most influential people in and around the financial planning industry. Led this year by the chairman and CEO of the NASD, Mary Schapiro, IA‘s editors judged that these 25 people stand out not only for their influence today but for the impact they will have in the near future in defining the issues and forming solutions for the independent advisory profession, which faces unprecedented challenges and opportunities in the years ahead. The IA 25 for 2007 are (in alphabetical order):

Rudy Adolf, founder and CEO, Focus Financial Partners

Rob Arnott, chairman of Research Affiliates

Max Baucus, Democratic Senator from Montana, chairman of Senate Finance Committee

Walt Bettinger, president and COO of Charles Schwab & Co.

Dale Brown, executive director of the Financial Services Institute

Bob Clark, IA columnist and editor-at-large

Christopher Cox, chairman of the Securities and Exchange Commission

Mark Casady, chairman and CEO of LPL Financial Services Corp.

Peter Drucker, the late business management guru

Bill Gross, founder and CIO of PIMCO

Angela Herbers, IA columnist and president of Financial Advisor Resource Inc.

Mark Hurley, president of Fiduciary Network LLC

John Iachello, COO of Pershing Advisor Solutions

Deena Katz, advisor and professor at Texas Tech University

Tim Kochis, advisor and CEO of Kochis Fitz

Ellyn McColgan, president of Fidelity Brokerage Company

Joe Moglia, CEO of TD Ameritrade

Dan Moisand, advisor and chairman of the Financial Planning Association

Charles Rangel, New York Congressman, chairman of House Ways and Means Committee

Mary Schapiro, chairman and CEO of NASD

Arnold Schwarzenegger, governor of California

Jeremy Siegel, finance professor at the Wharton School

John Simmers, chairman of the Financial Services Institute

Lou Stanasolovich, president of Legend Financial Advisors

Mark Tibergien, IA columnist and partner at Moss Adams LLC

Profiles of each honoree are available now. More complete coverage will be available in the May issue of Investment Advisor, and on the Investment Advisor Web site beginning May 1.


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