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Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
CT

Colleen Tokar Asaad

Baldwin Wallace University
Assistant Professor
avatar for Vickie Bajtelsmit, PhD

Vickie Bajtelsmit, PhD

Colorado State University
Professor
avatar for Swarn Chatterjee

Swarn Chatterjee

University of Georgia
Professor
PC

Preston Cherry

Texas Tech University
Doctoral Student
CC

Caroline Chiodo, CFA

Healthcare Trust of America, Inc
Senior Vice President-Acquisitions & Development
BC

Brett Cotten

Columbus State University
Associate Professor
MC

Marty Cotwright

University of Georgia
PhD Student
MC

Michelle Cull

Western Sydney University
Director of Academic Program, Accounting & Financial Planning
JE

Jim Entwisle

Vanguard
National Speaker, Advisor Education Specialist
JJ

Jiali (Jasmine) Fang

Massey University
Senior Lecturer
JF

Jim Fischer

Mount Royal University
Associate Professor
SF

Steve Fraser

Florida Gulf Coast University
Associate Professor
DG

Douglas Gimple

Diamond Hill Capital Management
Senior Portfolio Specialist
GG

Greg Goin, CFP, CLU, CRPC

Allianz Life
Director of Advisory Solutions
avatar for John Grable

John Grable

University of Georgia
Professor
BT

Blake Thomas Gray

Texas Tech University
PhD Student, Research Assistant
avatar for Wookjae Heo

Wookjae Heo

South Dakota State Universiy
Assistant Professor
MH

Matthias Horn

Bamberg University
Employee
DJ

Danah Jeong

University of Georgia
Student
avatar for Thomas Korankye

Thomas Korankye

Texas Tech University
PhD Candidate
EK

EJ Kwak

University of Georgia
PhD student
PL

Patrick Lach

Lach Financial
Assistant Professor
avatar for Jae Min Lee

Jae Min Lee

Minnesota State University, Mankato
Associate Professor
avatar for Steven Lee

Steven Lee

The American College of Financial Services
PhD Candidate
avatar for Jennifer Lehman

Jennifer Lehman

George Fox University
Assistant Professor
LL

Leon Li

University of Waikato
Associate Professor of Finance and Subject Convenor, Finance
avatar for Yi (Bessie) Liu

Yi (Bessie) Liu

Texas Tech University
Ph.D. Candidate
avatar for Zhikun Liu

Zhikun Liu

Empower Retirement®
Director of Research
RM

Rama Malladi

California State University, Dominguez Hills
Associate Professor of Finance
avatar for David Mannaioni, CFP®, MPAS

David Mannaioni, CFP®, MPAS

College for Financial Planning
Dean of Academic Programs
avatar for Claire Matthews

Claire Matthews

Massey Business School
Director, Academic Quality
IM

Imtiaz Mazumder

St. Ambrose University
Associate Professor
MM

Mieszko Mazur

IÉSEG School of Management
Professor
avatar for Stuart Michelson

Stuart Michelson

Stetson University
Roland & Sarah George Professor of Finance
MM

Marilyn Mohrman-Gillis, ESQ

CFP Board Center for Financial Planning
Executive Director
avatar for Travis Mountain

Travis Mountain

Virginia Tech
Assistant Professor
avatar for David Nanigian, Ph.D., CFP(R)

David Nanigian, Ph.D., CFP(R)

California State University, Fullerton
Associate Professor of Finance
TO

Thomas O'Malley

University of Colorado Colorado Springs
Instructor
AO

Andreas Oehler

Bamberg University
Chair of Finance
EO

Eiman Osseilan

Texas Tech University
Doctoral Student
NP

Narang Park

University of Georgia
PhD Candidate
WP

Wade Pfau, PhD, CFA

The American College for Financial Services
Professor
SR

Steve Resch

Finance of America Reverse
Vice President Retirement Strategies Division
avatar for Hossein Salehi

Hossein Salehi

California Lutheran University
Assistant Professor of Finance and Financial Planning
avatar for Janine Sam

Janine Sam

Shepherd University
Assistant Professor
AS

Andrew Scott

Saint Mary's University of Minnesota
Assistant Professor
avatar for Gowri Shankar

Gowri Shankar

University of Washington Bothell
Faculty
avatar for Liqin (Ellen) Shen

Liqin (Ellen) Shen

Texas Tech University
PhD Student/Teaching Assistant
SS

Scott Slater

Practice Management & Consulting for Fidelity Clearing & Custody
Vice President
avatar for L. Douglas Smith

L. Douglas Smith

University of Missouri-St. Louis
Founders Professor and Director
SS

Steven Syrmopoulos

Northern Arizona University
Finance Instructor
MT

Mark Tibergien

Pershing Advisor Solutions
Chief Executive Officer
IT

Inga Timmerman

California State University, Northridge
Associate Professor
WU

Wendy Usrey

Colorado State University and Kansas State University
Instructor
GW

Gib Watson, III, CIMA

Swan Global Investments
Chief Strategy Officer
KJ

Kenneth John White, Jr.

University of Georgia
Assistant Professor
ZA

Zheying (Anthea) Yao

University of Missouri - Columbia
PhD Student
avatar for Stephanie Yates

Stephanie Yates

University of Alabama at Birmingham
Endowed Professor and Director, Regions Institute for Financial...
XZ

Xianwu Zhang

John Carroll University
Assistant Professor of Finance