Don Robinson draws upon more than 30 yrs of experience in the investment advisory / management business. Mr. Robinson has published several articles on global indexing and risk management. He is a member of the Chicago Quantitative Alliance.

John Lohr interviews Ron Surz, president of PPCA Inc. and its division, Target Date Solutions. PPCA is an RIA providing manager due diligence software, and enhanced UMA structures. Ron holds a CIMA (Certified Investment Management Analyst) designation.

John Lohr will interviews Dan Bott, First VP-Investments, Institutional Consultant at The Bott Group of Merrill Lynch. He created the first advisory board of the Certified Investment Management Consultant (CIMC) education and designation program.

John Lohr will interview Steve Barger, Founder of the Barger Group. An industry visionary and innovator, Barger Group is a pioneer of the modern financial services industry.

John Lohr interviews Frank Campanale, Chairman & CEO First Allied Wealth Management, a leading provider of wealth mgmt services, investment mgmt, securities brokerage, institutional pension, endowment and foundation consulting services.

John Lohr interviews Dave Loeper, a Certified Investment Management Analyst, a Certified Investment Management Consultant and the CEO of Financeware, Inc., which does business as Wealthcare Capital Management. An SEC RIA with over 25 yrs. experience.

John Lohr interviews Len Reinhart, a pioneer of the separately managed accounts industry. Len has served as Chairman-Board of Governors-Money Management Institute; Advisory Board of Directors-Institute of Investment Management Consultants.