Warren N. Bimblick is senior vice president and general manager of the Penton Business Media Financial Services, Marketing Media, Public Services and Custom Media Groups, and a member of the Executive Committee.  In this position, which he has held since August 2001, he is responsible for such leading business-to-business brands as Registered Rep, Trusts & Estates, National Real Estate Investor, Lodging Hospitality, Retail Traffic and American City and County.  In the marketing media space he oversees the Chief Marketer suite of products, including PROMO, Direct, Multichannel Merchant, Special Events and The Meetings Group.  He also supervises the Penton Custom Media Group and the Penton Research Institute.

Prior to this position, Mr. Bimblick was vice president, investor relations for Primedia Inc. from 1997 to 2001, and held a similar position with TRINOVA Corporation from 1985 to 1996.  Formerly, as a partner in the firm, Corporate Annual Reports, Inc., he conceptualized and wrote corporate magazines, literature and annual reports for dozens of Fortune 500 companies.

Mr. Bimblick lives in New York City and is a member of the Executive Committee of the Board of Trustees of the American Red Cross in Greater New York, where he also serves as treasurer and chairman of the finance committee.  He is a graduate of New York University.

Phil's practice as a national trust and investment consultant and trainer encompasses institutions from $10MM in trust assets to institutions of over $100B. Phil specializes in the areas of sales and marketing, risk management, strategic and operational planning, and compensation. He speaks regularly at industry gatherings and has had works published in Trusts & Estates Magazine and U.S. Banker and is a contributing editor to The Cannon Capsule, a quarterly financial services newsletter. As Director of Cannon Financial Institute, Phil has played a major role in shepherding the growth of Cannon's Schools, In-House Training, and Consulting Services. Phil began his career with Trust Company of Georgia (now Sun Trust) and has been associated with Cannon since 1990. He is a Certified Financial Planner.

B.S. in Economics, University of Georgia

The College for Financial Planning:
Certified Financial Planner™ Program
The American College:
Chartered Financial Consultant Program
Chartered Life Underwriter Program

Phil Buchanan is one of America’s leading experts in wealth management.  He works with major financial services firms in North America and their subsidiaries abroad as a:

• Speaker
• Trainer 
• Consultant
• Coach 

In addition to training wealth management professionals, Phil keynotes at industry gatherings, speaks regularly to wealthy clients on behalf of financial firms, writes for industry publications and is frequently interviewed by the media on wealth management.

• Through practical messages and unique approaches to practice management, Phil teaches wealth management professionals how to:
  prepare themselves with the knowledge they need to serve the wealth market 
• how to communicate their expertise to wealthy clients and prospects through interviewing
• how to reach the pinnacle of personal and professional success

Because of his practical and proven approach, top tier wealth management professionals seek out Phil as an instructor, advisor and teacher.  Phil is frequently booked months in advance with clients around the country.

Phil’s approach is to inspire advisors to aspire 

• He helps advisors aspire to greater heights by showing them the many technical and strategic opportunities they have in both their book and in attracting new clients. 
• He inspires advisors by creating personal accountabilities and actionable business plans that produce results.
• He seeks to instill confident competence in advisors by giving them both the professional knowledge along with the practice management skills to operate as a world-class client advisor.

• Series 65
• Life and Health

Frank V. Hynes is Vice President of Training & Development with Charles Schwab & Co.  In this position, which he has held since May of 2004, he is responsible for training all aspects of employee development including the new hire and year one program, relationship sales, client service, investment advice, leadership, and compliance.  He is also accountable for delivering training solutions to improve the client experience and achieve efficiencies.  He is responsible for the training budget, delivery, vendor selection, project and event management for Schwab’s 13,000 employees.

Prior to this position, he was Regional Vice-President for the Individual Investor Enterprise within Charles Schwab from 1999 to 2004, and held similar positions, including Senior Vice President of Service Quality, with Citibank from 1986 to 1999.  Frank was the recipient of Citibank's Service Excellence Gold and Silver Awards as well as the Citibuilder Award given to managers with proven leadership ability.

Frank successfully launched Schwab's Investment Advice initiative in the Midwest Region.  This initiative included training, certification, marketing and compliance oversight.  The effort also introduced fee-based portfolio level advice as well as equity and fixed income advice.

In 1997, he authored a Total Quality Management based application that won the Commitment To Excellence Award from the Illinois Lincoln Foundation

Mr. Hynes lives in Orland Park, Illinois just outside Chicago. He has a B.A. from St. Xavier University and an M.B.A. from Keller Graduate School of Management. He currently holds the following accreditations: Series 6, 7, 8, 24, 63 & 65, Brokerage Licenses.

Joel E. Marks currently serves as a Vice Chairman and Chief Operating Officer of Advanced Equities Financial Corp. (“AEFC”), a financial services holding company which is engaged in the independent contractor, private client service, asset management and late stage venture capital segments of the financial services industry.  AEFC’s significant subsidiaries include: Advanced Equities, Inc., First Allied Securities, Inc., First Allied Advisory Services, Inc. Advanced Equities Wealth Management, Inc. and Advanced Equities Asset Management, Inc.

Prior to joining AEFC, Mr. Marks co-founded JWGenesis Financial Corp., and served as its Vice Chairman and Chief Operating.  JWGenesis was a publicly traded financial services holding company engaged in servicing both employee and independent contractor financial advisors and correspondent clearing services.  In 2001, JWGenesis was acquired by Wachovia Securities (then known as First Union) in 2001.  In 1999, JWGenesis sold its correspondent clearing business to Fiserv (now part of National Financial Services, Inc.).  From 1987 through 1994 Mr. Marks served as Chief Financial Officer and Senior Vice President of Automobile Protection Corporation (“APCO”), a publicly held corporation which was acquired by Ford Motor Company in 1999.

Mr. Marks obtained his certification as a public accountant (CPA) in 1978 and was employed in various capacities in both the audit and tax departments of the accounting firm of Deloitte and Touche, LLP (then known as Deloitte Haskins & Sells).  In 1978, Mr. Marks graduated with high honors from the University of Florida with a Bachelors Degree in Business Administration.

In addition to the professional activities noted above, Mr. Marks is active in numerous civic and community affairs.

Mr. Marks resides in Atlanta, Georgia along with his wife Charlotte.  They have three children, Andrew, Steven and Megan.