Kenneth Lowe is a portfolio manager at Matthews Asia Capital Management, where he manages two of the firm’s funds.

Previously, he was an investment manager on the Asia and global emerging markets equities team at Martin Currie Investment Management in Scotland.

Mr. Lowe holds a master’s degree in applied mathematics and economics from the University of Glasgow. He is a Chartered Financial Analyst^®.

Kate Pexa is a senior relationship manager at Charles Schwab Advisor Services. She works with a targeted group of large and complex advisor relationships where she helps her clients grow, compete, and succeed in the marketplace. Working with advisors since 2000, Kate helps create innovative solutions to complicated problems by bringing the extensive resources and expertise to her clients, resulting in successful and loyal relationships. She began her career at Charles Schwab & Co., Inc. as an Investment Specialist in 1998. Prior to joining Schwab, she worked for Morgan Stanley Dean Witter in their broker program.

Ms. Pexa earned a bachelor’s of arts degree in economics from the University of St. Thomas in St. Paul, Minnesota. She is also a CFA Charter holder and has served on the Board of the CFA Society of Minnesota.

John Bowman is the managing director for the Americas at the CFA Institute, where he oversees strategy for the United States, Canada, the Caribbean, and Latin America. He is a spokesperson for the region with the media, regulators, and employers, advocating for high standards of practice, market integrity, and professionalism. He regularly speaks about industry topics such as the public trust and putting investors first.

Previously at the CFA Institute, Mr. Bowman was director of business development, vice president of new product development, and head of educational products. In 2010 he took a special assignment in London as head of the Investment Foundations™ program, leading the effort to develop the certificate program, which was launched in 2013. Before that he was a portfolio manager at Mellon Growth Advisors and an equity analyst and portfolio manager at State Street Global Advisors.

Mr. Bowman holds a bachelor’s degree in business administration from the University of Mary Washington and is a Chartered Financial Analyst^®.

Michelle Thetford is the vice president of Client Strategic Solutions at Schwab Advisor Services. She is responsible for client support and risk management for Schwab and its clients. Ms. Thetford leads the complex account solutions, business acceptance, premier consultant, advisor enrollment, and alternative investments teams. Previously, she served as vice president—and earlier as senior manager—of compliance for Schwab Advisor Services.

Before joining Schwab, Ms. Thetford was a vice president of operations for three AIG broker-dealers. Previously, she served as managing director of operations at SunAmerica Securities, an AIG broker-dealer. She began her career with a Minneapolis-based brokerage firm, where she learned every facet of serving high-net-worth clients in a multifamily office.

Ms. Thetford holds a bachelor’s degree in advertising from Michigan State University and has FINRA Series 7, 24, and 63 licenses.

Jon Yankee is a partner, a senior financial advisor, and the chief executive officer at FJY Financial, which he co-founded in 2006. He oversees the firm’s strategic direction and its human-capital strategy.

Prior to FJY, Mr. Yankee was a financial advisor at Merrill Lynch and a program manager for the Pacific Basin Economic Council in Honolulu, Hawaii. He often speaks at industry events and conferences. Mr. Yankee has been quoted in Investor’s Business Daily and the Wall Street Journal, as well as on Forbes.com, CNBC.com, and in other publications. He has received numerous awards, appeared in Washingtonian magazine’s 2016 list of the “top fee-only financial planners,” and was on Northern Virginia magazine’s list of “top financial professionals” from 2012 to 2015.

Mr. Yankee holds a bachelor’s degree in international studies and Japanese from the University of Richmond and a master of business administration degree in international management from the Thunderbird School of Global Management. He is a Certified Financial Planner™.

Jocelyn Wright has more than 20 years of experience in financial services. She is an assistant professor of women’s studies and the State Farm Chair for Women and Financial Services at The American College. She is also the founder and managing partner of The Ascension Group, where she designs personalized strategies to help clients meet their financial goals.

Previously, Ms. Wright was an equity research analyst in the Global Asset Management Group at JPMorgan Chase and a research assistant at Nomura Securities. She created a financial education series called Debt Boot Camp, has written for such publications as Black Enterprise magazine, and hosted a weekly radio show called “The Bottom Line.” InvestmentNews named her to its “women to watch” list in 2016.

Ms. Wright holds a bachelor’s degree in business administration and finance from the University of Delaware and a master of business administration degree from Howard University. She is a Certified Financial Planner™.

Deena Katz is an expert on financial planning and practice management. She is a professor in the Department of Personal Financial Planning at Texas Tech University and a founding partner at Evensky & Katz, a wealth management firm. Ms. Katz has written seven books, contributed to such publications as Financial Planning and Financial Advisor, and was formerly editor of the Journal of Retirement Planning. She has made numerous television appearances and spoken internationally.

In 2013 her firm received the Trailblazer Award from the Charles Schwab Corporation. In 2015 she was named to Investment Advisors’ “35 for 35” list of people who had made significant contributions to the planning profession during the previous 35 years. InvestmentNews named her a “woman to watch” in 2015 and gave her the Alexandra Armstrong Lifetime Achievement Award in 2016.

Ms. Katz holds bachelor’s degrees in English and education and an honorary degree from Adrian College.

Brad Losson leads the Schwab Advisor Services™ sales and relationship management team for the United States. This team is responsible for business development and relationship management efforts with existing advisor clients of Schwab Advisor Services. These client types include advisors who have departed from other financial institutions to the independent model, existing RIAs, business managers, family offices, wealth managers, asset managers, and regional independent broker-dealers.

In addition to his direct sales and relationship management responsibilities, Mr. Losson is a member of the Advisor Services Sales Leadership Team responsible for general sales and business management, planning, forecasting, training, and development within the Advisor Services sales organization. This team is also responsible for the overall leadership and management of the Advisor Services business.

Patrick McGinnis is one of Moneta Group’s youngest partners and the youngest member of the firm’s board of directors. He also serves as chairman of the Marketing and Culture Committees and is a member of several committees involved with governance. He is also a member of the Schwab Executive Leadership Program.

Mr. McGinnis is a prime example of Moneta Group’s commitment to developing talent. A graduate of Moneta’s partner-in-training program, he has risen through the ranks, beginning as an intern and later becoming a client-service manager and an advisor before making partner.

Mr. McGinnis holds a bachelor’s degree in finance from Saint Louis University. He is a Chartered Financial Analyst^® and a Certified Financial Planner™.

As a tenured partner and principal at Moneta Group Investment Advisors, James Blair brings to his role more than 30 years of experience serving institutional and individual investors. He is also chairman of Moneta’s Sustainable Business Committee, where he focuses on hiring and mentoring bright and ambitious talent, instilling in them the values inherent in Moneta’s culture and positioning them in client relationships early—all with the goal of developing a sustainable business and providing clients with seamless transitions in the future.

He is a six-time recipient of Worth magazine’s “top 100 advisors” ranking, has been on the Barron’s list of the “top 100 independent advisors” three times, and is a consistently ranked Five Star Wealth Manager.

Mr. Blair holds a bachelor’s degree in business administration from Southern Methodist University. He is an Accredited Wealth Management AdvisorSM and a Certified Financial Planner™.

Tom O’Meara brings more than 35 years of financial-planning experience—and a passion for mentoring and developing talent—to his role as the principal, managing partner, and chairman of the board at Moneta Group Investment Advisors. He also serves on the firm’s Executive and Governance Committees. Mr. O’Meara was a member of the firm’s first graduating class of its partner-in-training program. In his current position, he has helped champion Moneta’s Sustainable Business Program, which develops teams firmwide. Mr. O’Meara and his business partners continue to develop multigenerational talent to grow the firm. He was recently named one of the “top people to know to succeed in business” in St. Louis.

Before joining Moneta, he was a commercial banker.

Mr. O’Meara holds a bachelor’s degree in business administration from the University of Missouri and a master of business administration degree from Saint Louis University. He is an Accredited Investment Fiduciary^®.

Greg Valliere cuts through the rhetoric and partisan maneuvering to offer observations about how politics in Washington, D.C., affects financial markets. He brings more than 30 years of experience to his role as chief political strategist at Horizon Investments. Mr. Valliere researches the actions of Congress, the White House, and the Federal Reserve in guiding U.S. economic and monetary policies. He is frequently quoted in the nation’s financial press and is a regular guest on several television and radio news programs.

Before joining Horizon Investments, Mr. Valliere was the chief policy strategist for Potomac Research Group and Soleil Securities Corporation. He previously held strategic roles at Charles Schwab’s Washington Research Group and was the research director at The Washington Forum, a group he co-founded in 1974. He began his career at F-D-C Reports, a trade publication monitoring the pharmaceutical industry.

Mr. Valliere holds a bachelor’s degree in journalism from The George Washington University.

As chief global investment strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses international markets, trends, and events to help U.S. investors understand their significance and financial implications. He provides research, commentary, and insights to Schwab’s client-facing teams and the firm’s Investor Services and Schwab Advisor Services™ clients. Mr. Kleintop is frequently cited in print, appears regularly on television news programs, and is a sought-after speaker.

Prior to joining Schwab, Mr. Kleintop served as chief market strategist at LPL Financial. Before that he was the chief investment strategist at PNC Wealth Management and the senior investment strategist at ARIS Corporation of America. He is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets.Mr. Kleintop holds a bachelor of business administration degree from the University of Delaware and a master of business administration degree from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst^®.

Tiffany Hsiao is a portfolio manager and a senior equity analyst at Matthews Asia Capital Management.

Previously, Ms. Hsiao was a vice president and a research analyst at Goldman Sachs Investment Partners in Hong Kong and Tokyo, responsible for researching Asia-Pacific investments with an emphasis on equities in China. Before that she served as a portfolio manager and an equity research analyst at Franklin Templeton Investments.

Ms. Hsiao holds a bachelor’s degree in economics from the University of California, Berkeley, and a master’s degree in information technology from Carnegie Mellon University. She is a Chartered Financial Analyst^®.

Andy Rothman has been studying China for more than 30 years. He is an investment strategist at Matthews Asia Capital Management, where he helps the firm’s portfolio managers better understand the economic, political, and policy environment in China in the context of stock selection. He also educates investors about the country’s economic and political trends.

Before joining Matthews, Mr. Rothman was the China economist for CLSA, an Asia-focused research brokerage. Before that he worked in the macroeconomics office of the American embassy in Beijing, part of a 17-year career in the U.S. Foreign Service during which he also served as a diplomat.

Mr. Rothman holds a bachelor’s degree from Colgate University and a master’s degree in public administration from the Lyndon B. Johnson School of Public Affairs at the University of Texas at Austin. He is proficient in Mandarin.

Greg Laurence is the managing director of RIA sales at Charles Schwab Investment Management, where he oversees the sales and distribution of strategies for Schwab and Laudus^® Mutual Funds, Schwab exchange traded funds, and Schwab Bank^® Collective Trust Funds. He joined Schwab in 2009 as a regional director and vice president in the Midwest region.

Previously, he was the vice president of client service and marketing at Oberweis Asset Management and a vice president in the analytics division of Wilshire Associates. Before that he held various positions at DWS Scudder, now part of Deutsche Asset Management.

Mr. Laurence holds a bachelor’s degree in political science from the University of Iowa and a master of business administration degree from the University of Wisconsin. He is a Certified Financial Planner™, a Certified Investment Management Analyst^®, an Accredited Investment Fiduciary^®, and a Chartered Mutual Funds Counselor. He holds FINRA Series 6, 7, 24, 63, and 65 licenses.

Omar Aguilar, PhD, brings more than 20 years of experience in equity markets to his role as senior vice president and chief investment officer for equities at Charles Schwab Investment Management, where he is responsible for equity and asset allocation mutual funds, exchange traded funds, and separately managed accounts.

Before joining Schwab, Mr. Aguilar was an asset manager at Financial Engines. Prior to that he was head of quantitative equity at ING Investment Management and head of quantitative research for alternative investments at Lehman Brothers.

Mr. Aguilar holds a bachelor’s degree in actuarial sciences and a graduate degree in applied sciences from the Mexico Autonomous Institute of Technology, as well as master’s and doctoral degrees from the Institute of Statistics and Decision Sciences at Duke University, where he was a Fulbright Scholar.

Mark Peterson has more than 20 years of experience in financial services, with a primary focus on educating professionals about market and investment topics. He is the director of investment strategy and education at BlackRock, where he works with institutional and financial advisor clients, offering perspectives on equities, fixed income, alternative investments, and multisector approaches.

Prior to joining BlackRock, he was a director and the head of product strategy and economics at Deutsche Bank, working on all of the firm’s investment products. Previously, he held positions at the Board of Trade and the Chicago Mercantile Exchange.

Mr. Peterson holds a bachelor’s degree from Arizona State University.

Brett Mossman brings more than 20 years of experience in the asset management industry to his role as managing director at BlackRock. He is a member the firm’s Global Client Group and leads the Portfolio Solutions Group, which consults with clients in such areas as risk management, asset allocation, portfolio structure, and implementation.

Previously, Mr. Mossman worked at Barclays Global Investors, which merged with BlackRock in 2009. Before that he worked in asset management at JPMorgan Chase, consulting with institutional clients on investment strategies. He also served in the firm’s private banking division, where he advised C-suite executives and private business owners on a range of issues, including executive compensation, concentrated wealth, asset monetization, and exit strategies.

Mr. Mossman holds a bachelor’s degree in business administration with a concentration in finance from Fordham University.

A world-renowned expert on new product adoption, consumer behavior, word of mouth, and how products, ideas, and behaviors catch on, Jonah Berger is a professor of marketing at the Wharton School of the University of Pennsylvania.

Mr. Berger teaches Wharton’s highest-rated online course and has published dozens of articles in academic journals. His work has appeared in the New York Times, Wall Street Journal, and Harvard Business Review. He has written several books, including the bestselling Contagious: Why Things Catch On and Invisible Influence: The Hidden Forces That Shape Behavior. He is a frequent speaker at industry events and conferences.

Mr. Berger holds a doctorate in marketing from the Stanford University Graduate School of Business.

One of the most prominent global influencers of the early 21st Century, David Cameron served as Prime Minister of the United Kingdom from 2010 to 2016, leading Britain’s first Coalition Government in nearly 70 years and, in 2015, forming the first majority Conservative Government for over two decades.

As the UK’s youngest Prime Minister in two centuries, Cameron transformed the UK’s economy. The deficit was reduced by over two-thirds; one million businesses set-up; a record number of jobs were created; and Britain became the fastest-growing major advanced economy in the world. That created the stability Cameron needed to cut taxes, introduce a National Living Wage, transform education, reform welfare, protect the National Health Service, and increase pensions.

Internationally, Cameron developed a foreign policy in the post-Iraq era that addressed the new challenges of the Arab Spring, as well as a more aggressive Russia, while ensuring Britain played a full role in the global fight against ISIS.

Elected Leader of the Conservative Party in 2005 to reform and modernise a party that had lost three elections in a row, Cameron advocated a new and distinct modern, compassionate agenda. He led the way internationally by passing the UK’s Same Sex Marriage Act; championed environmental issues; and offered constitutional referenda on Scotland’s place within the United Kingdom, and on the United Kingdom’s place within the European Union.

Cameron continues to focus on issues he advanced while in office. He is Chairman of Patrons at National Citizen Service, the UK’s flagship youth development programme; President of Alzheimer’s Research UK; and he is chairing the LSE-Oxford Commission on State Fragility, Growth and Development.

Michael Kitces is a partner and the director of wealth management at Pinnacle Advisory Group, a private wealth management firm. He is also a co-founder of the XY Planning Network, NextGen, and New Planner Recruiting; host of the Financial Advisor Success podcast; and publisher of Nerd’s Eye, a continuing education blog for financial planners. His website, Kitces.com, is dedicated to advancing knowledge in the field.

He is an active writer and editor and the recipient of numerous awards. His work has appeared in such publications as Financial Planning, the Journal of Retirement Planning, and the Wall Street Journal. He is the co-author of several books, including The Annuity Advisor and Tools and Techniques of Retirement Income Planning. He has also appeared on CNBC and NBC.

Mr. Kitces holds a bachelor’s degree in psychology from Bates College, a master’s degree in financial services from The American College, and a master’s degree in taxation from Tulsa University. He is a Certified Financial Planner™.

Liz Ann Sonders investigates economic trends, reads investor sentiment, and crunches the numbers to analyze the nation’s economic health. As chief investment strategist at Charles Schwab, she is responsible for market and economic analyses, investor education, and other investment strategy activities. Ms. Sonders is a regular contributor to Schwab’s publications and a popular keynote speaker. She is also a senior vice president at Windhaven Investment Management, Inc., and serves on its Investment Committee.*

She is a regular guest and guest host on television news programs and is frequently quoted in financial publications. She has received multiple recognitions, including being named one of SmartMoney’s “power 30,” the “Best Strategist of the Year” by Kiplinger, and one of the “25 most powerful women in finance” by American Banker/US Banker.

Ms. Sonders holds a bachelor’s degree in economics and political science from the University of Delaware and a master of business administration degree in finance from Fordham University.

*Schwab and Windhaven are affiliated companies and subsidiaries of The Charles Schwab Corporation.

An award-winning magazine writer and multimedia journalist, Pattie Sellers is the executive director of live content for Fortune magazine’s “Most Powerful Women” (MPW) feature, which first appeared in 1998. Ms. Sellers co-founded and directs Fortune MPW Entrepreneurs, the Fortune/U.S. State Department Global Women’s Mentoring Partnership, and the Goldman Sachs–Fortune Global Women Leaders Award.She is also a co-founder and partner at Sellers Easton Media, a content creation company.

Previously Ms. Sellers was an assistant managing editor at Fortune, a Time Inc. publication. During a three-decade career at the magazine, she wrote more than 20 cover stories and interviewed such business luminaries as Warren Buffett, Rupert Murdoch, Melinda Gates, Ted Turner, and Oprah Winfrey. In 2013 she won Time Inc.’s Most Valuable Performer Award for her work at Fortune and contributions to its parent company.

Ms. Sellers holds a bachelor’s degree in English from the University of Virginia.

Adam Moseley is the managing director of business consulting for Schwab Advisor Services. He consults with advisors and is responsible for general management, leadership, and development of Schwab’s technology consulting team nationwide. Through interactive workshops and one-on-one consulting engagements, his team provides hands-on guidance and support to help investment advisors realize their aspirations for independence, growth, efficiency, and profitability.

Prior to his current role, he was a member of the technology consulting team.He joined Schwab Institutional in 1997 to work in trading and operations.

Mr. Moseley holds FINRA Series 7 and 63 licenses.

Lex Sokolin is the director of fintech strategy at Autonomous Research, a global firm that helps financial services clients understand and benefit from technological innovation. He is on the board of directors of Advisor Engine (formerly Vanare), a digital wealth management technology company at which he was previously chief operating officer.

Previously, Mr. Sokolin was the founder and chief executive officer of NestEgg Wealth, an online wealth management firm that helped pioneer online wealth management using robo advisor technology. He contributes regularly to the Wall Street Journal, the Economist, American Banker, ThinkAdvisor, InvestmentNews, Reuters, and CNBC. He is a regular speaker at technology conferences and has appeared on the InvestmentNews “40 under 40” list.

Mr. Sokolin holds a bachelor’s degree in economics and law from Amherst College and master of business administration and law degrees from Columbia University.

John Diehl is the senior vice president of strategic markets at Hartford Funds, where he is responsible for educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. He also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab.

Previously, he served as senior vice president of the Retirement and Wealth Consulting Group, specializing in retirement issues and planning strategies, and as an assistant vice president. Mr. Diehl has been quoted in consumer and trade publications, such as the Wall Street Journal and Financial Planning. He has also appeared on CNBC and Bloomberg Television to discuss his views on retirement-related topics.

Mr. Diehl holds a bachelor’s degree in economics from Moravian College. He is a Certified Financial Planner™, a Chartered Financial Consultant^®, and a Chartered Life Underwriter^®. He also has FINRA Series 6, 7, 26, and 63 licenses and a life and variable insurance license.

Salim Ramji is a senior managing director at BlackRock and the head of the wealth advisory business. He oversees the firm’s relationships with wealth management firms and the distribution of products, iShares, and technology services to retail clients. Previously, he was the global head of corporate strategy for Blackrock and a member of its Global Executive Committee.

Before joining BlackRock, Mr. Ramji was a senior partner at McKinsey & Co., where he led the asset management and retirement practice areas. Prior to that he worked in London and Hong Kong as a lawyer overseeing corporate finance and mergers and acquisitions.

Mr. Ramji holds a bachelor’s degree in economics from the University of Toronto and a law degree from Cambridge University. He is a Chartered Financial Analyst^®.

John Salter, is a professor and associate chair in the Department of Personal Financial Planning at Texas Tech University. He has been recognized multiple times for his teaching and service at the university.

Mr. Salter is also a wealth manager and principal in the Lubbock, Texas, office of Evensky & Katz. He has co-authored multiple academic research papers, including three most recently on reverse mortgages, minority stock ownership, and the effect of home equity on the African-American wealth gap.

Mr. Salter holds a bachelor’s degree in chemical engineering, a master’s degree in personal financial planning, a master of business administration degree, and a doctorate in personal financial planning from Texas Tech University. He is a member of the Financial Planning Association and is a Certified Financial Planner™ and an Accredited Fiduciary Investment Analyst™.