Members

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

Principle

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

MetLife

Advisory Board

Curtis V. Cloke, CLTC, LUTCF, RICP®

Retirement Income Expert

Betty Meredith, CFA, CFP®, CRC®

Int'l Retirement Resource Center

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

President

Anna Rappaport Consulting

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