Shannon O'Brien
Former Massachusetts State Treasurer, and Massachusetts Gubernatorial Candidate in 2002

Ron Santangelo
Managing Director and CIO, Santangelo Research and Investment Management, LLC

Laura P. Dagan, CFA
Investment Committee Member, Board Advisor

William Taylor
Writer, Entrepreneur

Robert Tull
Managing Director, Macro Markets

Stephen C. Winks
Managing Director, Boston Strategic Advisors

Jack Chafin
President and CEO, Fast Forward Solutions, LLC

Stephen Gibson - Managing Partner, Boston Strategic Advisors

Mr. Gibson is a Co-Founder and Managing Partner at Boston Strategic, an executive level consulting practice specializing in asset management. He is a widely recognized leader of multi-channel asset management firms in both retail and institutional markets. As CEO and senior executive, he led dramatic turnarounds and repositioning through innovation and expertise in marketing, distribution, product strategy, international markets and investment management operations. He brings an unusually broad range of experience, as a top executive over two decades, in shaping mutual fund, annuity, ETF, structured product, retirement-oriented, and hedge fund businesses.

Mr. Gibson's was a principal architect in the return to industry leadership status of then-struggling Putnam Investments and Liberty Financial Services, and the rapid growth of the then-very young Kemper Financial Services. He is experienced in M & A, alternative products, and high net worth markets. Mr. Gibson founded Northlink Financial Research in April 2006.

Shannon O'Brien - Former Massachusetts State Treasurer, and Massachusetts Gubernatorial Candidate in 2002

Ms. O'Brien is the former State Treasurer and Receiver General of the Commonwealth of Massachusetts. As Treasurer, she founded the Money Conference for Women. She was the first woman nominated by the Democratic Party for Governor of Massachusetts. Most recently, Shannon served as the CEO for the Girl Scouts in greater Boston. Prior to that, Ms. O'Brien was an Emmy nominated investigative and consumer reporter for WB 56 in Boston.

Ms. O'Brien is a former State Representative and State Senator , where she served on the Insurance, Banking, and Human Services committees. She was a litigation associate at the Boston law firm of Morrison Mahoney and Miller, worked as a health care executive and taught at Boston University's School of Communications.

Shannon has served on a number of corporate boards including Jeepers! Inc. a family focused restaurant chain, and First Albany Corporation, a boutique financial services company. She chaired the 2008 pension reform commission for the New York State Comptroller. Currently Shannon serves on the advisory board for Smartleaf, providing software and data services for financial institutions and Free Flow Power, a start up hydrokinetic energy company. Shannon is a graduate of Yale University and Boston University School of Law.

Ron Santangelo -Managing Director and CIO, Santangelo Research and Investment Management, LLC

Mr. Santangelo is one of the pre-eminent experts in the investment industry regarding the research and selection of third party mutual fund managers, and was an early advocate for the role and importance of rigorous manager research and screening. He is currently a consultant for the industry, specializing in the investment manager due diligence process, asset allocation modeling, and product development. Previously, he spent over a decade at Merrill Lynch, culminating in his role as Manager of the Managed Solutions and Analytics Group. While there, he was responsible for 21 fundamental and quantitative analysts who performed the due diligence, selection and monitoring of portfolio managers for Merrill Lynch's $350 billion of Global Private Client assets invested in managed products. In addition, he was responsible for Merrill Lynch's $8 billion fund-of-funds discretionary program.

Prior to Merrill Lynch, Mr. Santangelo was Manager of Closed-end Fund Research at Prudential Securities, and Managing Director of Company Analysis at Provident Capital Management. He received a Bachelor of Science in Economics (B.S.E.) with a dual major in finance and management from the University of Pennsylvania.

Laura P. Dagan, CFA - Investment Committee Member, Board Advisor

Laura Dagan is the former Chairman and CEO of Dwight Asset Management Company, a fixed income and stable value investment manager for institutional clients. She previously served as Chief Operating Officer and Managing Director following a career as a portfolio manager with the firm. During her 23-year tenure at Dwight, the company grew from $2 billion to $70 billion in assets under management and expanded from a stable value specialist to a fixed income manager providing customized solutions for retirement plan and insurance company clients. She was a member of the Top Leadership Group of Dwight’s parent company, Old Mutual plc, a director of the Stable Value Investment Association and a member of the Vermont Business Roundtable. Ms. Dagan is a recognized stable value expert and has commented in publications including Pensions & Investments, Institutional Investor and the Wall Street Journal in addition to appearances on CNBC.

Ms. Dagan is currently Vice Chairman of Champlain College’s Board of Trustees, and participates on the Board of the Humane Society of Chittenden County. She is also the State Treasurer’s appointee to the Vermont Capital Debt Affordability Advisory Committee. In addition, she is a Chartered Financial Analyst (CFA) charter holder, a member of the CFA Institute, and a prior president of the Vermont CFA Institute.

Ms. Dagan received a Bachelor of Science degree from Bucknell University and completed the Advanced Management Program at Harvard Business School.

William Taylor - Writer, Entrepreneur

William C. Taylor is an agenda-setting writer, speaker, and entrepreneur who has shaped the global conversation about the best ways to compete, innovate, and succeed. He is the author of the New York Times, Wall Street Journal and BusinessWeek bestselling book "Mavericks at Work: Why the Most Original Minds in Business Win". Mavericks at Work was named one of the "Books of the Year, 2006" (The Economist), "Top Ten Business Book of The Year" (amazon.com), "Top Ten Book on Innovation and Design" (BusinessWeek).

Mr. Taylor was a cofounder and founding editor of the award winning Fast Company magazine. In 2004, In recognition of Fast Company's impact on business, Bill was named "Champion of Workplace Learning and Performance" by the American Society of Training and Development. Past winners of the award include Jack Welch of GE and Fred Smith of FedEx.

Mr. Taylor is an adjunct professor at Babson College, America's top-rated school for Entrepreneurship. He is the co-author of three other books on strategy, leadership, and Innovation and a columnist for Harvard Business Review. He is also a graduate of Princeton University and the MIT Sloan School of Management.

Robert Tull - Managing Director, Macro Markets

Mr. Tull is currently Managing Director of Macro Markets, LLC. Prior to Macro Markets, he spent 5 years at the American Stock exchange where he was Executive Director of Amex ETF Services and Vice President of New Product Development. In this capacity, he provided confidential consulting services to seventeen governments and various international exchanges to facilitate financial product development within their domestic markets. He is also the inventor of several financial products protected by U.S. patents. He has held senior positions at such notable institutions as Deutsche Bank, Morgan Stanley, Drexel Burnham and Phibro. He has over 25 years of experience in new business and new product development including ETFs, Global Custody, Futures and Options, Commodities Trading and International Stock Loan. Mr. Tull was a Chemistry & Physics major at Indiana University of Pennsylvania.

Stephen C. Winks - Managing Director, Advisory Practice Services

Mr. Winks has been a leading force within the investment management community for several decades, providing leadership and innovation in some of the most important issues facing the industry. He was recently recognized by Investment Advisor magazine as one of the top 25 most influential people within the investment industry.

Mr. Winks has created an Audited Prudent Investment Process in support of "Fiduciary Counsel", which makes possible a safe business environment in which advisors can acknowledge they render advice, are acting in their client's best interest, and are fulfilling their fiduciary obligations based on objective criteria. Mr. Winks' parent firm, Advisory Platform Solutions, is the research and development arm behind the industry's most widely used financial planning software.

Previously, Mr. Winks published SENIOR CONSULTANT, a leading advisory services publication. He also ran the third largest Investment Management Consulting initiative on Wall Street at Prudential Securities. As President of FSC Advisory he ran Financial Planning for the then largest financial planning firm in the country with 3,000 advisors coast to coast. He also built and managed most of the major financial product areas for Wheat, First Securities (now Wachovia) accounting for over a third of the firm's bottom line.

Jack Chafin - President and CEO, Fast Forward Solutions, LLC

Mr. Chafin has had an extensive career as a senior executive managing all aspects of information technology for multinational firms such as Bristol-Myers Squibb, Fidelity Investments, and Putnam Investments. His business experience includes delivering systems solutions for manufacturing, distribution, financial services, brokerage, investment management, and applied research applications. He started his career as an engineer at IBM and progressed rapidly through a series of software engineering and management positions.

Since 2001, Mr. Chafin has been involved as an investor, advisor and director in several new business ventures and two turnaround situations. He has been an advisor in the launching of two investment management firms, two management consultancies, and three IT services firms. These firms all leverage the internet and integrate applied technology in their business models. Mr. Chafin has a B.S. degree in Business Economics from the University of Bridgeport and extensive training and certification in Computer Engineering and Systems Engineering from IBM and the USAF.