Blaine F. Aikin

Chief Executive Officer, fi360

Blaine Aikin is the Chief Executive Officer of fi360. He has been in the role since 2007, overseeing fi360’s organizational growth and strategic decision-making during that time. He previously served as the Chief Knowledge Officer and Director of Training for fi360. He is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine. In 2011, he was named to Investment Advisor magazine’s IA25 list of the most influential people in the investment advisory community and in 2012 was named one of the ten most influential individuals in the 401(k) industry by RIABiz. He is currently serving as a member of the Board of Directors for the CFP Board of Standards.

Mr. Aikin received his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Mr. Aikin then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Mr. Aikin became a Senior Vice President and Director of Product Development and Management for PNC Advisors. For several years, he also served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation.

Kevin Keller

Chief Executive Officer, Certified Financial Planner Board of Standards, Inc. (CFP Board)

As the head of the Certified Financial Planner Board of Standards, Inc. (CFP Board), Kevin Keller spearheaded the organization’s move to Washington, D.C., expanded staff, and implemented a campaign to increase awareness of CFP© certification. He was instrumental in establishing the Board as an advocate of greater consumer and investor protection by implementing a fiduciary level of accountability on financial planners who use the CFP® mark. Mr. Keller has also worked with individuals, and their firms to ensure compliance with the organization’s standards, and promoted greater awareness of the CFP credential among policy makers. Additionally, he is responsible for strengthening the CFP Board’s disciplinary and enforcement process.

Previously, Mr. Keller held numerous roles with the Association for Financial Professionals (AFP), which provides products, education, and training for treasury and corporate finance. He served as senior vice president and chief operating officer, managed programs and services, and led the organization’s strategic planning process. He has also held senior staff positions at several associations, and earned the Certified Association Executive (CAE) credential.

Mr. Keller holds both a bachelor’s degree in agriculture, and a master’s degree from Ohio State University.

Julie Littlechild

Chief Executive Officer, Advisor Impact

Julie Littlechild is the chief executive officer of Advisor Impact and a recognized expert on client engagement and practice management. Ms. Littlechild helps financial advisors gather, and use client feedback to build, and grow relationships to promote loyalty and increase revenue. She also conducts industry, and custom research focused on how to engage end-clients and drive referrals.

Ms. Littlechild routinely reaches thousands of financial advisors as a speaker at industry and corporate conferences across North America, and is a contributor to multiple industry publications. She publishes an annual report on practice management, and is the author of Business Success Kit, a comprehensive guidebook designed to help advisors structure effective practices.

Ms. Littlechild holds a master of business administration degree from the University of Toronto. She’s also a member of the national board of the Financial Planning Association.

Thomas R. Robinson

Managing Director, Americas,
CFA Institute

As Managing Director, Americas, Dr. Thomas Robinson provides leadership for CFA® Institute’s largest region. He leads a cross-functional team that develops and implements global strategy regionally, engages, and meets the needs of regional stakeholders, and works to shape and grow the industry as a whole.

Most recently, Dr. Robinson served as CFA Institute’s Managing Director of Education. He led, and directed teams responsible for producing, and delivering educational content, and examinations for investment professionals. Prior to that, he was the Director of the Master of Professional Accounting Program and Personal Financial Planning programs at the University of Miami. He has also directed a private wealth investment advisory firm, been a consultant in valuation and financial analysis, and is the author and co-author of several books and numerous journal articles on financial analysis, valuation, and wealth management.

Dr. Robinson holds a bachelor’s degree in economics from the University of Pennsylvania and a masters, and doctoral degree from Case Western Reserve University. He is a certified public accountant, Certified Financial Planner®, CFA charterholder, and CAIA charterholder.

Sean R. Walters

Executive Director and Chief Executive Officer, Investment Management Consultants Association

Sean Walters is executive director and chief executive officer of Investment Management Consultants Association® (IMCA®). Founded in 1985, IMCA is a not-for-profit professional association for advanced investment advisors, consultants and private wealth advisors. IMCA administers the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) certifications. IMCA membership, conferences, peer-reviewed research publications, and advanced education programs are available to any investment and wealth management professional. IMCA members’ average tenure in the business is 18 years and average assets under management is in excess of $300 million.

Since Mr. Walters was named CEO in 2010, IMCA has launched several new educational initiatives, including the industry’s largest association conference for investment and private wealth advisors, the IMCA Annual Conference. In 2011, IMCA’s CIMA certification became the first financial services credential to meet an international standard for personnel certification (ANSI/ISO/IEC 17024). Prior to joining the IMCA staff in 2007, Mr. Walters served as Managing Director at the Financial Planning Association, and Director of Membership at the International Association for Financial Planning.

Mr. Walters is a Certified Association Executive (CAE) and has been active in association management for more than 20 years. He is a graduate of the University of Arizona with a bachelor’s degree in History, and a master of business administration degree from the University of Indianapolis. He lives in Denver, Colorado with his wife and three daughters.