Joe Fedyna
Solid Benefit Guidance, Vice President Employee Benefits
What you need to know about the Affordable Care Act (PM Session)
 
Joe Fedyna is Vice President of Employee Benefits for Solid Benefit Guidance, a NJ based employee benefit and pharmacy consulting firm.  Joe is a seasoned healthcare insurance executive with over a decade of industry experience.  Joe has developed a keen understanding and knowledge of the healthcare market place.  He leverages his expert financial analysis in healthcare costs, to provide employers and individuals with a clear understanding of their own costs drivers and trends within a benefits program.  In doing so, he has been able to offer creative and unique market solutions for companies and individuals. 

Prior to joining SBG, Joe worked for Aetna and was a trusted advisor in their northeast marketplace, dealing in large complex negotiations for their middle market medical clients.  In addition, Joe had responsibility for managing producer relationships in their New York and New Jersey marketplace. 

Joe has been recognized as an expert in the healthcare marketplace and has served as a guest speaker and subject matter expert on various topics including Health Care Reform.    During his tenure at Aetna, he also facilitated financial underwriting training sessions for national insurance consultant firms across the country.  As Vice President of Employee Benefits, Joe’s background lends itself to provide confidence and comfort to clients and individuals while dealing in the complex healthcare marketplace.    

Joe graduated from Rutgers University with a Bachelor of Science in Economics.  He was also a graduate of the prestigious Aetna Group School program.   Joe holds New York and New Jersey State Life, Accident, and Health licenses.
 
 
 
Stacy Francis
President of Francis Financial
Successfully Starting a Small Business (AM Session)
 
Stacy is the president of Francis Financial and the founder of Savvy Ladies, a non-profit organization focused on financial literacy for woman. She frequently lectures and speaks about financial planning, with particular emphasis on investments and money smarts for women and couples. As a nationally recognized expert in finance, Stacy has appeared on The Today Show, CNBC, CNN, PBS' Nightly Business Report, OpenHouse NYC and Fine Living Network, and she is frequently quoted in publications such as Bankrate, CNN.com, The Daily News, Dow Jones, Financial Planning magazine, Glamour, Investment Advisor magazine, Investment News, Men's Health, Money magazine, MSN, Newsday, Smart Money, The New York Financial Planner, Quick and Simple, Women's Day, Fund Action, and The Wall Street Journal.

Stacy has an extensive background in finance. She attended the New York University Center for Finance, Law and Taxation where she successfully completed CFP® education requirements and the CFP® certification exam. She is a Certified Divorce Financial Analyst (CDFA), completed specialized training in the financial issues of divorce through the College for Divorce Specialists, and serves on the board for the Association of Divorce Financial Planners.

In addition, Stacy has a B.A. in International Economics and in French from Middlebury College where she graduated cum laude. She has been formerly employed as director of investment relations at Robinson, Lerer & Montgomery and as an investment-banking analyst at Donaldson, Lufkin & Jenrette Securities Corp., specializing in financial services.

Stacy is active in the development of financial planning as a profession. She is a professor for the International Association for Financial Planning where she teaches financial planning and investment management to students studying for the CFP® certification exam. She sits on the board of directors of the Financial Planning Association and is an adjunct professor at The New School University.
 
 
 
Howard Hook
Fee-Only Comprehensive Financial Planner
Single Persons Guide to Financial Independence (AM Session)
7 Things You Need to Do in Your 401k Plan NOW (PM Session)
 
Howard Hook is a fee-only Certified Financial Planner and Certified Public Accountant with EKS Associates. His fee-only approach to comprehensive financial planning provides clients with confidence that all recommendations are in their best interest and free from conflict. He believes in and enjoys spending time with individuals to learn about their life goals. Only then does he implement a proven process and years of expertise to develop an appropriate plan, and explain it in a way that is easily understood. He believes this makes a profound difference in both the plan and the results. Relationships that require strategic thinking, creative solutions, and education place Howard at his best, and clients can attest to his passion. In fact, his clients all have something in common: an appreciation for his planning style, methods and track record.

Howard’s ability to make sense of life’s challenging financial situations has attracted positive attention. Named a “Best Financial Advisor for Doctors” by Medical Economics magazine four years in a row - 2010 to 2013, he has also been featured on WABC radio, News 12 NJ’s It’s Your Money, CNN.com, TimeMagazine.com, WebCPA.com, FoxBusiness.com and TheStreet.com. A regularly-published author, Howard has appeared in Fortune, The New York Post, Newsday, Huffington Post, Financial Advisor, Accounting Today, Money, Kiplinger’s Personal Finance, Practical Tax Strategies and Investment News. Locally, Howard has appeared in the Star-Ledger’s business columns, “Ask the Biz Brain” and “Get with the Plan,” as well as in the Times of Trenton. He provides tips and education in the Local Voices blog on the Patch.Wayne.com and in his column, “Hook’d On Personal Finance,” appearing in The Princeton Packet.

As a speaker, Howard has participated in local seminars and national summits, including the Star Ledger’s annual Road to Personal Wealth Conference. He has taught candidates studying for the CFP® exam in the course area of taxation, and currently teaches a variety of financial courses to the public at the Princeton Adult School.

Personally, Howard is very committed to giving back to his community, participating in events like the Financial Planning Association’s “Philadelphia Financial Planning Day,” where he offers pro bono financial advice to residents in need. He is serving a two-year term as Treasurer of Shomrei Torah Synagogue in Wayne and sits on the executive committee.

Howard is a member of the Princeton Regional Chamber of Commerce and the Financial Planning Association. He earned his Bachelor of Science degree in Accounting from Binghamton University, and later received his CFP® designation from the College for Financial Planning in Denver, Colorado.
 
 
 
Diahann W. Lassus
MBA, CFP®, CPA/PFS
Ask The Biz Brain (PM Session)
 
Diahann W. Lassus co-founded Lassus Wherley & Associates, P.C. in 1985. Diahann is President and Chief Investment Officer. Lassus Wherley is a broad-based Fee-Only wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida. In 1985, there weren’t many women in the industry and very few Fee-Only financial planners. Diahann and her co-founder created the company with the promise of always acting in the best interests of clients and have stayed true to that promise. Their services are delivered with commitment and integrity. They don’t accept commissions or compensation from third parties. Beginning with their first client, Diahann and her co-founder have formed many long- lasting personal relationships with clients. They believe having a financial advisor is about working with people who focus on really getting to know you, understanding who you are, helping you define your goals not just your finances, and assisting you in figuring out the solutions that work for you.

Diahann is recognized as a pioneer of the Fee-Only profession and among the profession’s most influential members. She is viewed as an expert in her field and is frequently quoted in the press. Diahann has appeared on NBC’s The Today Show, My9/WWOR TV, American Public Media’s “Marketplace”, and CNBC’s Closing Bell and Power Lunch segments. She has been quoted in InvestmentNews, CNBC News, StreetInsider, The New York Times, Marketwatch, Morningstar, US News, Financial Advisor magazine, Diversity Woman, and Bloomberg. In 2013 Diahann was featured in an exclusive interview for The Wall Street Journal’s Mixing It Up column. She is a frequent contributor to Biz Brain articles in The Star-Ledger.

Diahann has received numerous awards, and has been recognized in many ways for contributions to her profession, clients and community. In June of 2009, Diahann, as then chair of National Association of Personal Financial Advisors (NAPFA) and representative of the Financial Planning Coalition, testified at the hearing before the House Committee on Financial Services in Washington, DC, on regulation of the financial planning profession. Diahann received NAPFA’s Robert J. Underwood Distinguished Service Award and was named one of NAPFA’s “30 Most Influential.” Diahann is a multiyear Five Star Wealth Manager award winner. Diahann was featured in the book How Women Lead: The 8 Essential Strategies Successful Women Know, participated on a panel discussion at the 2012 London Olympics sponsored by Rutgers Business School’s Thought Leadership Program and was honored at the Rothman Institute for Entrepreneurial Studies 20th Anniversary celebration as the inaugural speaker for their Female Entrepreneurship Series. An edited version of her speech comprised a chapter in the book Entrepreneurship and Innovation: Global Insights from 24 Leaders commemorating the Institute’s 20th anniversary.

Diahann is active in her communities, serving on the inaugural CNBC Digital Financial Advisor Council, the Florida State University College of Business Board of Governors, the Board of Directors of the NJ Chamber of Commerce, the Rothman Institute of Entrepreneurship Advisory Board, and the NAPFA Public Policy Committee.

Diahann has a B.S. in Management from Florida State University and an M.B.A. from the University of North Florida. Diahann is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant/Personal Financial Specialist.
 
 
 
Amanda Lott
Wealth Advisor, Regent Atlantic
Get in Gear for the Golden Years (AM Session)
 
As a Wealth Advisor at RegentAtlantic, Amanda is responsible for managing client relationships, coordinating all aspects of client service for the team and conducting high level financial-based analyses that help clients achieve their financial goals. One of Amanda's specialties involves working with clients to maximize the value they receive from their Social Security retirement benefits, emphasizing the role those benefits play in the individual's overall financial picture. She currently is co-chairing RegentAtlantic's Financial Planning Committee. Amanda graduated as the top graduate of the College of Human Sciences at Texas Tech University with a BS in Personal Financial Planning. She is a member of the Financial Planning Association of New Jersey. Amanda is also currently serving as a member of the Texas Tech Personal Financial Planning Alumni Advisory Board. In 2012, she was awarded Texas Tech University's "Young Guns" alumni award, an honor bestowed on an exemplary graduate of Texas Tech University who has enhanced the reputation of the department of Personal Financial Planning through their emerging record of achievements. She holds the CERTIFIED FINANCIAL PLANNER™ designation, is a Certified Retirement Counselor®, and is currently pursuing a Masters in Taxation from Fairleigh Dickinson University.
 
 
 
Jerry Lynch
CFP CLU ChFC, President and Founder of JFL Total Wealth Management
Tips for the Savvy Investor (AM Session)
 
Jerry Lynch is President and Founder of JFL Total Wealth Management LLC. He has over 27 years of experience in insurance and financial planning and has been consistently ranked as one of the top financial planners in the state of NJ and the nation. He has a Certified Financial Planner (CFP) designation as well as being a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).

He had been a regular guest on CNBC’s “Big Idea with Donny Deutsch” as well as “On the Money”, and also a regular guest on Fox Five and Friends. He is also a regular contributor to CNBC and the Star Ledger, and had been in the Wall St Journal, USA Today, and many other publications. The focuses of his articles and his practice are on developing proactive estate, investment, real estate and tax planning strategies. His appeal seems to be his great sense of humor, and his direct to the point approach to financial planning.

The main focus of his personal planning practice is focusing on pre-retirees who are just getting ready to retire, as well as retirees in different phases of retirement. This work session is a result of his experience in working with pre-retirees and retirees and his desire to give them a roadmap to help them plan for the future.
 
 
 
Brian Matula
Vice President, Product Relationship Market Manager for TD Bank
Home Buying Made Simple (AM Session)
 
Brian Matula is Vice President, Product Relationship Market Manager for TD Bank, America’s Most Convenient Bank, having joined in 2009. During his 13 year banking career Brian has developed a strong interest in working with clients to help them achieve both their financial and personal goals. In his current role, he and his team support TD Bank’s Retail network in Central New Jersey in driving both consumer and residential initiatives, while also providing training and sales support.

An active member of TD Bank’s GenNext Network, Brian believes strongly in community involvement and regularly volunteers his time. He is a graduate of St. John’s University, with a bachelor’s degree in finance and an MBA in executive management; and lives in New Jersey with his wife and children.
 
 
 
Nick Miceli
Market President, TD Bank
Getting a Business Loan During Difficult Economic Times (PM Session)
 
D. Nicholas Miceli has worked at TD Bank for 16 years. He is currently President of the bank's Central New Jersey market consisting of Essex, Hunterdon, Middlesex, Morris, Somerset and Union Counties. He is responsible for Regional Banking and Small Business Banking.

During his 26 year banking career, he has been featured in numerous financial articles and has also appeared on PBS/13WNET spotlight "Inside Trenton", “One on One” and “NJ Capitol Report” discussing the State of Banking in New Jersey. He hosts the TD Bank/Star Ledger Road to Personal Wealth Conference focusing on financial literacy, which for the last three years has featured Suze Orman. Active in the community, Miceli is Board Chairman of Family Intervention Services, a Board Member of Rutgers Business School Advisory Board, WBGO Radio, Boys and Girls Club of NJ, St. Joe’s School for the Blind, NJ Performing Arts Center Business Partners Committee, NJ Ballet and a Trustee of The Newark Museum. He is also a Board Member of the NJ Bankers Association where he serves on their Executive Committee. He is a resident of River Edge, NJ and a graduate of Rutgers University.
 
 
 
Karin Price Mueller
Star-Ledger Columnist
Ask The Biz Brain (PM Session)
 
Karin Price Mueller is the personal finance and consumer affairs columnist for The Star-Ledger, New Jersey's largest newspaper. Among her columns are "Ask The Biz Brain," a reader Q&A and "Get With The Plan," a weekly money makeover column. Her consumer affairs column, "Bamboozled," has won several national and local awards. Mueller has also received a Heart of Financial Planning Award from the Financial Planning Association.

In addition to her work for The Star-Ledger, Mueller writes the "How To Not Suck" personal finance column for Consumerist.com, and she also writes for the non-profit National Endowment for Financial Education (NEFE).

Before writing became her main focus, Mueller was the executive producer of CNBC's The Money Club, where she led the team that won the network's first ever Cable ACE Award for Business and Consumer Programming.

She lives in New Jersey with her husband -- Star-Ledger reporter Mark Mueller -- and their three kids and two English Mastiffs. Whatever they don't eat goes into her retirement savings accounts.
 
 
 
Brian Power
Gateway Advisory, LLC
Ask The Biz Brain (PM Session)
 
Brian Power is a principal with Gateway Advisory, LLC, a Registered Investment Adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940. As a Certified Financial Planner™ professional with over 22 years of experience in financial planning and investment management, Power puts the best interests of the client first in providing fee-only financial planning and investment services to corporate executives, professionals, business owners and retirees.

Brian Power is a multi-year winner of the prestigious New Jersey Five Star Wealth Manager Award. Power received a Bachelor of Science, Finance degree from Rutgers University. Power received his Certified Financial Planner™ certificate from New York University. He earned a Master of Science, Financial Planning with Honors degree from the College for Financial Planning. He has also received the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies, which focuses on advanced training on fiduciary responsibility. Power is married and has four children. He is actively involved in his community coaching youth sports.
 
 
 
John Zeltmann
Wealth Advisor, Regent Atlantic
Get in Gear for the Golden Years (AM Session)
 
As a Wealth Advisor, John is responsible for managing client relationships and coordinating all aspects of client service for the team. He currently serves on the firm's Investment Committee, covering the infrastructure and global large cap stock asset classes. One of John's specialties involves working with clients to help maximize the value they   receive   from   their Social Security retirement benefits, emphasizing the role those benefits play in the individual's overall financial picture. John is an honors graduate of Cornell University with a Bachelor of Science in Hotel and Restaurant Management with a focus in real estate finance, development, and asset management. John holds the CERTIFIED FINANCIAL PLANNER™ certificant and is a Chartered Financial Analyst Charterholder.
 
 
 
 
 
Questions? Please Call:
908-268-4420