32 BARRON’S April 6, 2020
TOMMYMCBRIDE
Managing Director
McBride &Associates
Merrill
HENRYP.JOHNSON
President
Wealth Management - East Region
NorthernTrust
BRIAN GRACIE
Founder, Financial Planner
Heritage Financial Consultants, LLC
MICHAELB. NERDAHL
Michael Smith andAssociates
AmeripriseFinancial Services,Inc.
MAX G. MANACK
Sr.Vice President
Manack, Campbell &Associates
Merrill
ANDREW H. BETTS
Partner
Bickling Financial Services
JENNIFERMARCONTELL,AAMS®,CFP®
FinancialAdvisor
EdwardJones
VICKIE WICKS,AAMS®
EdwardJones
PAULA. PAGNATO
FounderCEO
PagnatoKarp
L. MARC SHEGOSKI
Managing Director
Princeton Investment Consulting
UBS
KATHYROESER
The RoeserGroup
Morgan Stanley
DON R. MCDONALD
The Don McDonald Group
Merrill
JOHNVACCARO
Managing Director
United CapitalWestport
ROBERTF. RUNKLE
Managing Director
Runkle andAssociates
Merrill
R. SCOTTCOLLINS
President
FiduciaryWealthAdvisors
SUSAN KAPLAN
President
Kaplan Financial Services
JOSEPH MATINA
Managing Director
MatinaGroup
UBS PrivateWealth
CHRISTOPHER MCKENNA
MatinaGroup
UBS PrivateWealth
BRIAN W.TRAMONTANO
Managing Director
Tramontano &Associates
Merrill
CHARLES C. ZHANG MBA, CFP®
Founderand CEO
Zhang Financial
WALLYOBERMEYER
President and Co-Chairman
ObermeyerWood Investment
Counsel, LLLP
ROBERTM. BERTINO,JR.
Bertino Investment
Consulting Group
UBS PrivateWealth Management
PETER BUTERA
SeniorVice President
ButeraJordanBenderGroup
Merrill
BARBARAHUDOCK
Founding Partner& CEO
Hudock Capital Group, LLC
MICHAELHUDOCK,JR.
Founding Partner& President
Hudock Capital Group, LLC
CHARLES SCHWAB
FOUNDATION
DAVID G.ADISHIAN
TheAdishian Group
Merrill
KEVIN H. MYEROFF
ChiefExecutiveOfficerandPresident
NCAFinancial Planners
MICHAELA. STERN
Wells FargoAdvisors
JOHN P. DAVIDSON
ChiefExecutive Officer
OCC
JUDITHA. MCGEE
McGeeWealth Management
DAVID S. MAGRONE
The Magrone Group
Merrill
Partnering with Business and Academia to Improve Financial Proficiency
fortheNextGenerationofBusinessLeadersandAdvisors
©2020DowJones&Company,Inc.Allrightsreserved.4E5043April 6, 2020 BARRON’S 33RON CARSON
Founderand CEO
Carson
FRANK P. MARZANO
GMAdvisoryGroup
DOUGLASJACKSON
&JOHN ENGSKOV
Jackson, EngskovandAssociates
Merrill
LISAA. DETANNA
SeniorVice President, Investments
RaymondJames &Associates
MARVIN MCINTYRE
PrivateWealthAdvisor
TheCapitolWealthManagement
Group
Morgan Stanley
MIGUELA.VIYELLA
Wells FargoAdvisors
JOEYSAGER
Managing Director
Venturi PrivateWealth
AMERICAN CENTURY
INVESTMENTS
In recognition of National Financial Literacy
Month ,wewouldliketothankourPartner
Sponsors for supporting schools across the
country. Together we are positively impacting
financial proficiency for the next generation.
AspecialthankstoourPartner
Sponsorsfortheirsupport!
If you are interested in partnering with Barron’s in Education
andtolearnmorecontact:[email protected]