Stuart A. Paris,
CIMA, is the founder and President of Paris International Corporation,
an Employee Benefits Consulting Firm, a Principal of Granite Retirement
Services, LLC and the creator of The ETF 401(k) Solution, The Granite 401(k) Retirement Solutions, and The EZ 403(b) Solution. Stuart received his BA in politics from Brandeis University and holds the
Certified Investment Management Analyst (CIMA) designation from the University
of Pennsylvania Aresty Institute of Executive Education at the Wharton
School. He has been a Regional Group Manager for The Prudential Insurance
Company of America, a General Agent for The Travelers Insurance Company,
and is currently a Registered Representative, a Registered Principal and an Investment
Adviser Representative with NPC of America. He is also a member
of the NPC Presidents' Advisory Council. Stuart has received
numerous industry awards including the General Agent of the Year from
the Travelers Insurance Company and the prestigious Quality of Life Award
for service to company, industry, community and to humankind. He was a nominee for the 2007 Charles Schwab Impact Award.
Warren Simon is the owner and President of Associated Pension Consultants. and
Associated Payroll Consultants, Inc. and a Principal of Granite Retirement
Services, LLC. Mr. Simon started Associated Pension in June of 1995 and
Associated Payroll in January of 2004. Both companies combined have approximately
1500 corporate clients and 30 employees. Associated Pension/Payroll Consultants,
Inc. has its corporate headquarters in Syosset, New York and a branch
office in Tampa, Florida. Mr. Simon has over 18 years of pension consulting
expertise. He began his career with Price Waterhouse in 1988 and has worked
for several consulting firms prior to starting Associated Pension. He
holds his BA in Mathematics/Economics from Colgate University and his
MBA in Finance from NYU Stern School of Business.
Ron Butt, CFP, is President and Managing Partner of ARGI Financial Group.
He is a Registered Principal and an Investment Adviser Representative
of National Planning Corporation, a Registered Investment Adviser and
member FINRA/SIPC.
He was also named to the University of Louisville Board of Trustees. In
2005 he was appointed to the Kentucky Higher Education Assistance
Authority. In addition, he was selected by Medical Economics Magazine
in 1999 and 2000 as one of the Top 120 Financial Advisors for Doctors
because of his experience, education, and planning techniques. Ron has
written articles or been quoted by many national and local publications
including: Business Week Magazine, The Courier Journal newspaper,
Senior Life Magazine, Financial Planning News and Source One
magazine. Ron's qualifications include Bachelors and Masters Degrees in
Finance from LaSalle University. He is a Certified Financial Planner, a
certification granted by the Certified Financial Planner Board of
Standards and Practices in Denver, Colorado.
Patrick K. Carroll, CFP is CEO of Wealth Strategies Group,Inc..
He is an Investment Advisor Representative with National Planning
Corporation, a licensed Certified Financial Planner, and a Registered
Principal with National Planning Corporation, member FINRA/SIPC.
Patrick earned a Master's degree in Financial Services from the America
College. He is also a Certified Renaissance Advisor in Charitable
Remainder Trusts. From 1996 to 1998, Patrick was named the #1
producing financial planner in the United States within Modern America
Corporation.