Don Graves
Don Graves, RICP®, CLTC®, CSA®, Certified Senior Advisor is a renowned reverse mortgage expert with 25 years of experience. He has educated more than 24,000 financial professionals through his writings, workshops, and seminars, and as a content contributor at the American College of Financial Services.
Don has served nearly 3,000 clients and conducted more than 16,000 consumer facing conversions. An accomplished author, he has written three books on reverse mortgages and retirement strategies. Don is dedicated to empowering consumers and financial professionals on the strategic benefits of reverse mortgages for enhanced retirement security.
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Andrew Grumet
Andrew Grumet is a partner at the law firm of Holland & Knight where we leads a multidisciplinary team that works with nonprofits of all sizes around the globe. Over the past 25 years Andrew has served on numerous boards, worked as an outsourced CEO to a billion dollar nonprofit, helped to raise countless funds and served as a trust advisor to a wide range of organizations. He has advised on some of the most significant transactions and projects, including, among others, structuring a variety of nonprofit/for-profit hybrids, impact investments, social and development income bonds, one of the most historic art acquisitions in history and innovative incubator models, as well as some of the most widely seen cause-marketing programs.
Andrew is an active speaker and media contributor, having been quoted in TIME magazine, The New York Times, The Wall Street Journal and The International Herald Tribune, among others. He serves as an advisor to the Restatement of the Law of Charities and Nonprofits, a restatement that clarifies the law goExploring Donor-Advised Funds as a Charitable Giving Vehicleverning charities nationwide.
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Philipp Hecker
Philipp Hecker, MBA, is passionate about wealth management advice that goes beyond investing. Philipp is a co-founder and the CEO of Bento Engine, a FinTech at the intersection of technology and impactful wealth management advice.
Philipp is a Wall Street veteran, having spent the past 20 years at firms including Deutsche Bank and J.P. Morgan, always focused on wealth management and personal, impactful advice. At J.P. Morgan, he served as Global Head of Strategy & Business Development, and he founded and led the Wealth Planning & Advice organization, which included The Advice Lab, The Philanthropy Centre and all the firm-wide Goals-Based Advice teams.
Philipp holds an MBA from Harvard Business School and a Diploma from the University of Passau. In his spare time, he supports Columbia University as an Advisor, serves on the Board of the CT Technology Council, enjoys German expressionist art, and is back to global travel. Philipp resides in Connecticut with his wife, four young children and two labs.
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Daniel Hiebert
Adjunct Professor at The American College of Financial Services
Daniel Hiebert, PhD, CFP®, MSFP, is the Financial Planning Program Director and associate professor of finance at Minnesota State University, Mankato. He has taught nationally for the CFP® Exam Review Course and for The American College.
He co-authored the award-winning paper “The Role of Financial Planners on African American Business Owners’ Personal Credit and Access to Capital” and authored the Amazon best-seller Succession Simplified. Dr. Hiebert holds a Master’s and Doctorate in Financial Services from The American College. With over 25 years in the industry, he is a seasoned practitioner, educator, and researcher in family business succession and financial planning.
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Adam Holt
H. Adam Holt has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers.
Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania and is a Certified Holistic Financial Coach through Columbia University. Adam is a CERTIFIED FINANCIAL PLANNER® Practitioner and attended the American College where he earned his Chartered Financial Consultant® designation.
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Jamie Hopkins
Professor of Practice at The American College of Financial Services
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, is the chief executive officer of Bryn Mawr Trust Advisors and chief wealth officer of WSFS Bank. Hopkins is a graduate of Temple University School of Law, where he received his LLM. He also attended Villanova University School of Law, where he earned his juris doctorate and his MBA.
A Wall Street Journal best-selling author, educator, and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of National Association of Insurance and Financial Advisors (NAIFA).
Hopkins is also the founder and president of the 501(c)(3) non-profit FinServ Foundation and recognized as a top ten member of Investopedia’s Top 100 Financial Advisors of 2023. Hopkins’ new best-selling book is “Your Retirement Sketchbook”, designed to make retirement planning simple.
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- The Retirement Income Landscape Today (Episode 1)
- Redefining Optimal: Aligning Retirement Strategies With Your Life’s Why (Episode 2)
- Retiring is a Change Management Issue (Episode 3)
- Adaptive Approaches to Retirement Income (Episode 4)
- Beating Biases in Retirement Planning (Episode 5)
- The Future Self and Better Retirement Decisions (Episode 6)
- Estate Planning of Digital Assets (Episode 7)
- Rewirement: Rewiring the Way You Think and Feel About Retirement
- Visualizing Retirement Through Your Retirement Sketchbook
Carolyn Humphrey
Carolyn Humphrey, RICP®, WMCP®, CLF®, TPCP® is the co-founder of Empowered Financial Strategies and a financial advisor.
Born in Rochester, New York, she attended Binghamton University, earning a bachelor’s degree in Mathematics with a concentration in Computers and Statistics. Carolyn holds a Life and Health license as well as FINRA Series 6, 63, 65, 7 and 24 licenses. She has earned a number of designations through The American College. These include: Retirement Income Certified Professional, (RICP®), Wealth Management Certified Professional (WMCP®), Chartered Leadership Fellow, (CLF®) and Tax Planning Certified Professional (TPCP®). In addition to working as an advisor, she is a national trainer and has spent years in field management, training, and managing teams. Carolyn also serves on The American College Alumni Advisory Council.
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Intention.ly
Intention.ly works with a wide range of fintech and finserv companies, including start-ups looking to outsource their go-to-market planning, growth stage firms that want to turbocharge their marketing efforts, and established firms seeking to modernize their outdated ways. Intention.ly clients are excited to change, evolve, and push boundaries and they want a partner to challenge and advise them as they pursue their growth goals.
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Timi Joy Jorgensen
Assistant Vice President of Financial Education and Well-being at The American College of Financial Services
Timi Joy Jorgensen, PhD, is an Assistant Professor and currently serves as the Assistant Vice President, Financial Education & Wellness at The College. She researches and speaks on topics relating to the psychosocial components of financial planning and financial education, with special attention to the impact of culture on building relationships and trust.
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James Karthaus
Assistant Professor of Financial Planning, CFP® Certification Education and ChFC® Programs at The American College of Financial Services
James Karthaus, MA, CFP®, CLU®, ChFC®, is an assistant program director of the CFP® Certification Education, CLU®, and ChFC® programs at The American College of Financial Services. A practicing planner for more than 28 years, he specializes in advanced markets and is dedicated to improving retirement outcomes through rigorous risk‑management analysis, evidence‑based investing, and holistic financial‑wellness coaching.
Jim’s industry experience includes serving as managing director of Hartford Life in Philadelphia and holding Series 26, 7, 6, 63, and 65 licenses, alongside life, accident & health. Before entering financial services, he spent 23 years in active‑duty and reserve Marine Corps aviation, retiring as a Lieutenant Colonel. A graduate of SUNY Geneseo (BA, Political Science) and Villanova University (MA, American Foreign Affairs), Jim earned his Naval Aviator wings in Pensacola with Commodore’s List honors; the top 1 % of Naval Aviators.
His financial insights have appeared in CNN Money, Rethinking65, and Insurance Newsnet Magazine, and he helped edit the 17th edition of Planning for Business Owners and Professionals.
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Jennifer Lehman
Jennifer Lehman PhD, JD, CFP®, CAP®, earned her PhD in personal financial planning from Texas Tech University; Russell James was her dissertation chair. She also earned law and MPA degrees from UNC-Chapel Hill, a Bachelor of Science from TCU, CAP® and CFP® credentials. Dr. Lehman has published research in several different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources. Prior experience includes university teaching in various formats (online, hybrid, and face to face), research, financial planning, planned giving for a university, career services for a law school, and appellate prosecution. Hobbies include hiking, yoga, and road trips, and she has traveled to all 50 U.S. states.
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Jeffrey Levine
Professor of Practice in Tax Planning at The American College of Financial Services
Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA is a nationally-recognized and award-winning financial advisor, speaker, and educator. He currently serves as the Chief Planning Officer for Focus Partners, the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and as the Lead Subject Matter Expert for the American College’s Tax Planning Certified Professional® (TPCP®).
Jeffrey is a past recipient of ThinkAdvisor’s Luminaries award for Thought Leadership and Education, as well as the Standing Ovation award, presented by the AICPA Financial Planning Division for “exemplary professional achievement in personal financial planning services.” In 2021, Jeffrey was named to Investment Advisor Magazine’s IA25 for being one of the top 25 “VIPs Pushing Advisors Forward,” which followed being named to the same list in 2020 as one of the top 25 voices to turn to during uncertain times. Jeffrey has also been recognized as a Young Advisor to Watch by Financial Advisor Magazine and was a member of the 2017 class of InvestmentNews’ 40 Under 40, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.”
Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys and consumers on retirement, tax and estate planning strategies.
Jeffrey is a regular contributor to various industry publications, and has promoted retirement and tax education on CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and has been quoted in publications throughout the country, including The Wall Street Journal, The Washington Post, USA Today, the New York Times, San Francisco Chronicle, Investment News, Morningstar, ThinkAdvisor, Financial Planning, Financial Advisor, Forbes, Reuters, Barron’s, Bloomberg, Kiplinger’s, Kiplinger’s Retirement Report, Money Magazine, Newsday, MarketWatch, CNBC.com, U.S. News, Smart Money, Retirement Weekly, TheStreet.com, MainStreet.com, AARP, Consumer Reports, Next Avenue, and Yahoo Finance.
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Brian Lindberg
Brian Lindberg services as a public policy advisor and lobbyist for the Special Needs Alliance. He is a Washington, DC-based advocate, policy educator, and lobbyist, and serves as a public policy advisor to aging, health care, and special needs advocacy organizations and as Executive Director of the Consumer Coalition for Quality Health Care.
He is a member of the Special Needs Alliance (SNA) Public Policy Committee, where he invests his time and resources toward policies that affect their clients and practices, while promoting SNA’s relationships with key partners and the Hill.
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Eric Ludwig
Director of the Center for Retirement Income, Program Director for the Retirement Income Certified Professional (RICP®) Program at The American College of Financial Services
Eric T. Ludwig, PhD, CFP®, RICP®, is an accomplished retirement income planning expert, assistant professor of Retirement Income, and RICP® program director. As director of the Center for Retirement Income at The American College of Financial Services, Eric is passionate about developing research and innovative solutions that help investors achieve financial security and personal fulfillment, two essential components of overall retirement well-being.
Ludwig’s over ten years of experience as CEO and wealth manager at Stockbridge Private Wealth Management bring a practical and dynamic perspective to academia. He began his financial planning career at a large financial institution, where he was nominated for Financial Advisor of the Year and awarded the Horizon Award, Inner Circle Recognition Award, and President’s Club distinctions for ranking as one of the firm’s leading financial planners. He has been a Kansas State University and UCLA professor and served as a subject matter expert for a fintech company.
As a nationally recognized writer and researcher in behavioral finance and retirement planning, Ludwig has presented peer-reviewed research at major industry conferences including the American Council of Consumer Interests, AFCPE® Symposium, CFP® Board Conference, FPA National Conference, and other leading financial planning conferences nationwide. He serves on the editorial advisory board of the Financial Planning Review and the Journal of Financial Planning and is a regular contributor to various industry publications. Ludwig has provided expert commentary on retirement and financial planning topics across national media outlets and has been quoted in leading publications including The Wall Street Journal, USA Today, Forbes, Investment News, ThinkAdvisor, Financial Planning, Financial Advisor, MarketWatch, CNBC.com, and other prominent financial and mainstream media outlets throughout the country.
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- AI Ethics in Financial Services: Ethical Considerations of ChatGPT
- AI, Prompt Engineering and Financial Planning
- Revolutionizing Financial Planning with ChatGPT: A Collaborative Approach between Technology and Human Expertise
- The Retirement Income Landscape Today (Episode 1)
- Redefining Optimal: Aligning Retirement Strategies With Your Life’s Why (Episode 2)
- Retiring is a Change Management Issue (Episode 3)
- Adaptive Approaches to Retirement Income (Episode 4)
- Beating Biases in Retirement Planning (Episode 5)
- The Future Self and Better Retirement Decisions (Episode 6)
- Estate Planning of Digital Assets (Episode 7)
- Is the 4% Rule Broken? Safe Withdrawal Rates in Today’s Markets