Marguerita (Rita) Cheng, CFP®, RICP®, CDFA, CRPC®

Chief Executive Officer

Blue Ocean Global Wealth

Thomas C. B. Davison, PhD, CFP®

Shelley Giordano

Founder and Chair

Funding Longevity Task Force at The American College of Financial Services

Pete Neuwirth, F.S.A., F.C.A.

Wade D. Pfau, PhD, CFA®

Professor of Retirement Income

The American College of Financial Services

Barry H. Sacks, PhD, JD

Law Offices of Barry H. Sacks

Principal Attorney

John Salter, PhD, CFP®, AIFA®

Barbara R. Stucki, PhD


BRStucki Consulting

Sandra Timmermann, EdD

Financial Gerontologist and Consultant

Adjunct Professor of Gerontology and Retirement Living

The American College of Financial Services

Former Vice President

Founder/Director of the MetLife Mature Market Institute


Advisory Board

Betty Meredith, CFA, CFP®, CRC®

Int'l Retirement Resource Center

Anna Rappaport, F.S.A., M.A.A.A.


Anna Rappaport Consulting

Steven W. “Steve” Thomas, CLU®, ChFC®, LUTCF

Curtis V. Cloke, CLTC, LUTCF, RICP®

Retirement Income Expert