Moderator FPPad.com
Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER certification and has past industry experience as a Registered Representative and a RIA.

Speaker Bronfman E.L. Rothschild
As a Wealth Advsisor at Bronfman E.L. Rothschild, Jill Lizzi provides skilled guidance regarding qualified retirement plans and complex plan issues to her clients. She offers a full range of wealth management and investment consulting services.
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• Founded: 1997
• Headquarters: Rockville, Md.
• Website: www.belr.com
• Services Offered: Wealth management, financial planning, retirement plan advisory services, retirement plan consulting and administration
• AUM: Approximately $4 billion
• Clients: About 1,300 individual accounts
• Staff: 70 team members, including 31 advisors
• Primary Custodians: Charles Schwab & Co., Fidelity Investments
• Portfolio Management/Reporting: Advisor View
• CRM: Advisor CRM
View Bronfman E.L. Rothschild Case Study  ›   View all Case Studies  ›

Speaker Henssler Financial
Adam Ledbetter, CFP, is the Training Manager for Henssler Financial. Mr. Ledbetter is responsible for developing the firm’s training program to accommodate technological changes and enhance productivity and quality of work.
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• Founded: 1987
• Headquarters: Atlanta, GA (technically Kennesaw, GA north of Atlanta)
• Website: www.henssler.com
• Services Offered: comprehensive financial planning, asset management, insurance, tax & accounting services
• AUM: Approximately $1.53 billion as of 6/30/16
• Clients: 1,100 households
• Financial Accounts: 3,600
• Staff: 75 team members, including 22 advisors in the financial planning division