Conference Speakers

David M. Blanchett, PhD, CFA, CFP®
David M. Blanchett, PhD, CFA, CFP®Head of Retirement Research for Morningstar Investment Management LLC.
David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals. His research has received best paper awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Journal of Financial Planning (2007, 2014, 2015, 2018), and the Retirement Management Journal (2012).
Peggy Doviak, Ph.D., CFP®
Peggy Doviak, Ph.D., CFP®Founder of D.M. Wealth Management, Inc.
Peggy Doviak, Ph.D., CFP® founded D.M. Wealth Management, Inc., a fee-only financial planning and portfolio management firm in Norman, OK, in 2003. Peggy teaches in the Family Financial Planning program at Oklahoma State University, and she is a Financial Planning Association Knowledge Circle Host for “Theory in Practice.” She is also a member of the Financial Planning Association’s Legislative and Regulatory Issues Committee. She is an Advocate for the Women in Finance initiative (WIN) by the CFP Board of Standards. Her bestselling book, 52 Weeks to Prosperity–Ask Peggy Doviak What Your Accountant, Banker, Broker, and Financial Adviser Might Not Tell You (The RoadRunner Press, 2018), is available at independent bookstores and on Amazon.com.
Mark Eibel
Mark EibelDirector, Investment Strategies for Russell Investments
Mark Eibel is the director of client investment strategies for Russell Investments. In this role, Mark implements model strategies into client portfolios and helps set strategic asset allocation targets. He is also responsible for helping to drive product innovation on the private client side of the business.

Mark serves as a principal spokesman for Russell Investments investment process and frequently speaks to clients, industry conferences and the media. He is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio. Mark is responsible for the quarterly Investment Manager Outlook and represents the investment division on the Board of Directors for the Russell Investment Company.

Mark holds a B.A. in Business Administration from Pacific Lutheran University. He is a CFA® Charterholder and a member of the Seattle Chapter of Financial Analysts.

Michael Kubik
Michael KubikVice President of T. Rowe Price Investment Services, Inc.
Michael Kubik is a portfolio construction specialist within the U.S. Investment Services division and a Vice President of T. Rowe Price Investment Services, Inc. Michael earned a B.S., Magna Cum Laude, in finance from Towson University and an M.B.A., Summa Cum Laude, in finance from Johns Hopkins University. He has earned the Chartered Financial Analyst designation and is a senior professional lecturer at Johns Hopkins University Carey Business School. He is also a Series 7 and 63 registered representative.
Stacey McKinnon, CFP®
Stacey McKinnon, CFP®Chief Operating Officer, Morton Capital
Stacey McKinnon joined Morton Capital in 2014. She oversees internal and external operations, including the client experience, service offering, marketing and business operations. Stacey graduated from the University of California, Santa Barbara, in September 2007, with Bachelor of Arts degrees in business economics and religious studies. Stacey is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license.
Jeff Mortimer
Jeff MortimerDirector of Investment Strategy BNY Mellon Wealth Management
Jeff Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.

Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charter holder.

He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC.

Tara Weisinger, CPA
Tara Weisinger, CPA Director of Tax Services, Rowling & Associates
Tara Weisinger, CPA, is the Director of Tax Services at Rowling & Associates, a fee-only wealth management firm.

In her role as head of the tax department, Tara is responsible for supervising and organizing the tax return preparation for approximately 300 clients, calculating estimated tax payments, handling Roth IRA conversion calculations, as well as Charitable Remainder Trust analyses and distributions, and understanding the new tax law implications for the firm’s current clients. She also conducts year-end tax planning meetings and often works closely with the Rowling & Associates financial planning team to evaluate the tax impacts of financial planning options.

Tara first joined the Rowling & Associates team seven years ago and worked at two CPA firms prior to that. She holds a bachelor’s degree in business with an emphasis in accounting from California State University San Marcos, and a master’s in taxation from National University. Tara earned her Certified Public Accountant license in January of 2011.

Recently, Tara was recognized by the San Diego Business Journal as one of the Most Influential Women in Accounting in 2019.