Aakko, Markus
Clark, Brandon
Brandon Clark is responsible for the overall development of the Federated Hermes ETF business. He has worked on launching ETFs around the world for the past 15 years and has more than 25 years of investment experience. Prior to his current position, Brandon was a managing director and product manager focusing on ETF management for […]
Haughton, David
David brings estate planning insight from roles inside the legal, financial, and tech industries. Before his role as VP of Estate Planning at Carson, he was Senior Corporate Counsel at Wealth.com, and Team Lead, Advanced Planning at Commonwealth Financial Network®, Member FINRA/SIPC. Before that, he was in private practice as an estate planning attorney. A […]
2026 FPA NorCal Conference – Event Schedule & Speaker Lineup
Register 2026 FPA NorCal Conference Event Schedule & Speaker Lineup May 26 & 27 2026 NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions Day 1 Day […]
*Coughlin, Joe
Joseph F. Coughlin, PhD is Founder and Director of the MIT AgeLab, where he translates global demographic change, consumer behavior, and emerging technology into board-level insight on risk, growth, and long-term competitiveness. He teaches at MIT’s Department of Urban Studies & Planning and the MIT Sloan School of Management’s Advanced Management Program. Coughlin advises global organizations, […]
Failla, C
Barr, Lisa
Lisa Barr, CAP® is Vice President, Development, West at National Philanthropic Trust (NPT). NPT is the largest independent provider of donor-advised funds, and its mission is to provide philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. Lisa is based in the San Francisco Bay Area and leads a […]
Pon, Lawrence
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors. Mr. Pon […]
Collar, Patrick
As a Partner and Consultant, it is my role to educate clients, prospective clients, Financial Advisors, CPA’s, EA’s and accountants on how qualified retirement plans work. The ins and outs of plan operation can be very complex and confusing; hence it is my personal objective to make sure that I communicate the internal workings of […]
Trouette, Brian
Brian founded Trouette Insurance Agency in 1998 with a mission of providing a disciplined, analytical approach to insurance for high-net-worth individuals and families. Brian’s specialty is providing detailed analyses to fully understand clients’ coverage needs. Careful analysis of the client’s risk profile and the specific language of policies can make the difference between being covered […]