J. Rey Belyeu, MBA, CFP®
Mr. Belyeu is president of Cornerstone Financial Planning, a financial planning practice concentrating on comprehensive financial consulting for individual and small to medium size businesses. Mr. Belyeu has over 27 years in the financial services industry, which includes countywide manager and First Vice President of Private Banking for SunTrust Bank. His degrees include a BS from the University of Florida and Master of Business Administration from the University of Central Florida. Mr. Belyeu has over 25 years of teaching experience which includes all modules of the CFP® certification education program and review courses, both in a traditional classroom and live, over the Internet.
James E. Coleman, Ph.D.
Dr. Coleman’s teaching experience spans 15 years, including undergraduate, graduate and Executive MBA programs at Troy University, Mercer University and Dalton State College. In addition, as Vice President of Market Results, a financial planning training and consulting firm, he has helped hundreds of candidates pass the CERTIFIED FINANCIAL PLANNER™ exam over the last decade. Prior to his academic career, Jim spent over a decade in public accounting and corporate management, concluding with the position of Managing Director of Public Relations at Federal Express, where he was responsible for the company’s global public and investor relations activities. His degrees include a MS and Ph.D. from University of Alabama as well as BBA in accountancy from University of Mississippi.
Sherri Donaldson, CFP®, ChFC®, MSFS, CASL®, CAP®, EA
Ms. Donaldson received her B.S. in Business from The Pennsylvania State University and a Master of Science in Financial Services from The American College. Ms. Donaldson started her career in financial services with Nationwide Retirement Solutions working in the retirement plans field, after which she moved into a position as a Financial Specialist with Nationwide Insurance. In 2001, Ms. Donaldson began working with M&T Securities as a Financial Consultant, then in 2003 moved into a training position with M&T Investment Group. As a Senior Training Specialist, Ms. Donaldson was responsible for the company’s internal CFP® certification training program, where she administered and instructed the undergraduate courses required for candidates to be eligible to sit for the CFP® Certification Examination, as well as instructing elective courses for the ChFC® designation, and other advanced designations. She was also responsible for developing and instructing training courses on advanced planning topics such as business succession planning and insurance, estate, and retirement planning for small business owners. In 2007 Ms. Donaldson began working as an independent contractor for Keir as an instructor for CFP® exam review courses. Over the next five years, she also worked for Keir on various writing and editing projects related to CFP® coursework and FINRA licensing. Ms. Donaldson joined Keir as Lead Instructor and Editor full time in 2012. She transferred to Dalton in 2018 during the merger of Keir and Dalton. She has over 30 exam cycles of experience helping students to pass the CFP® Certification Exam.
Dr. David W. Durr, PH.D. CFA, CFP®
Dr. David W. Durr is a professor and the Arthur J. Bauernfeind Chair in Investment Management at Murray State University. He also directs the program in personal financial planning that is registered with the Certified Financial Planner Board of Standards Inc. Durr has worked with investment and financial services professionals across the country. For several years Durr has taught financial planning seminars/classes throughout the United States. Durr has taught courses in investment management, corporate finance, derivatives, portfolio management, and risk management. Durr is co-author of Dalton CFA® Review: Study Notes Volume I and II. (Dalton Publications, L.L.C.) He has published articles in several journals including Advances in Investment Analysis and Portfolio Management, Review of Quantitative Finance and Accounting, Managerial Finance, Journal of Financial Service Professionals, and Advances in Taxation. Durr earned a B.B.A. at the University of Texas at Austin, M.B.A. from Stephen F. Austin State University, and Ph.D. from the University of North Texas.
Joseph M. Gillice, MBA, CPA, CFP®
Mr. Gillice is a co-founder and President of Dalton Education, LLC. Previously, Mr. Gillice was Director of University Programs for BISYS Education Services, where he implemented and managed financial planning programs at Georgetown University, Duke University and many others. Mr. Gillice is a former adjunct faculty member at Georgetown, Northwestern and Duke Universities where he taught financial planning, insurance and investment planning. He is the author of Financial Calculator Essentials, co-author of Fundamentals of Financial Planning, The Dalton Review Pre-Study Materials in Investment Planning and Fundamentals of Insurance Planning. Mr. Gillice has a Master of Business Administration from Georgia State University and a finance degree from Florida State University.
David J. Klein, CFP®
Mr. Klein is an Expert in the Life Insurance Industry. He is currently a Regional Director for a National Brokerage Agency responsible for promotion of Life Insurance products in several Broker Dealers that includes Wells Fargo, Raymond James and Stifel Nicolaus, as well as with independent Insurance Agents. David is actively involved in recruiting Independent Financial advisors and Insurance Agents. He conducts Point of Sale meetings, as well as educational seminars and workshops for both client and producer goups. David provides sales assistance to advisors and agents and leverages in-depth product knowledge and sales leadership expertise to establish strong relationships throughout the U.S. Mr. Klein is a CFP® Certificant and has a BS from the University of Florida. Mr. Klein is a technical editor of The Dalton Review for the CFP® Certification Examination.
Thomas P. Langdon, J.D., CPA, CFA, CFP®, CLU, CEBS
Mr. Langdon has held numerous leadership positions, having served on the Board of Examiners of the CERTIFIED FINANCIAL PLANNER™ Board of Standards, as academic advisor to the Society of Financial Service Professionals Business and Compensation Planning Section and as an education committee member for the Financial Analysts of Philadelphia. Mr. Langdon’s articles have appeared in Financial and Estate Planning Quarterly and The American Bar Association Small Firm Digest, among other publications.
Randy C. Martinez, MS, CPA, CFP®
Randy Martinez, MS, CPA, CFP® holds a Master's of Accounting with a specialization in Tax from the University of New Orleans and a Bachelor's of Accountancy from Loyola University in New Orleans. Randy is licensed in the state of Georgia as a Certified Public Accountant (CPA) and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to founding Asset Advisors Group, LLC Randy spent several years with the high-net worth Personal Financial Planning group of the international accounting firm of KPMG, LLP where he advised clients on tax minimization strategies related to estate and gift planning, retirement planning, and individual income tax planning and compliance. He is an adjunct professor in the continuing education departments of Georgetown University, Duke University and Emory University. Over 1000 financial advisors have attended Randy’s classes.
Mariette T. O'Malley, CPA, JD, CFP®
Mariette O'Malley is a tax partner in private practice focused on individual tax and financial planning issues. She is a frequent lecturer on tax and financial matters to local business and civic groups, a contributing speaker to the American Institute of Certified Public Accountants (AICPA) and a contributing author to CPE course on 401(k) plans designed for the Internet. Ms. O'Malley has taught review courses for CPA exam candidates and the CFP® Certification Examination. She is a member of the American Association of Attorney-Certified Public Accountants, AICPA and American Bar Association.
John J. Pallaria, ChFC®, CRPS, CFP®, EA
John Pallaria, ChFC®, CRPS, CFP, EA, is Director of Business Development at The Principal Financial Group, focusing on developing and strengthening the channels in which Principal’s various retirement products are marketed in New England. John joined Principal in 2003 and was previously the Account Executive Director where he led the team that services Principal’s existing retirement plans. John is an adjunct faculty member at Boston University where he teaches Income Tax and Retirement Planning in BU’s CERTIFIED FINANCIAL PLANNER™ program. He has taught previously in Merrimack College’s (Mass) CFP® program. John received a BS in Business Administration from Merrimack College, an MBA from Southern New Hampshire University, the Chartered Financial Consultant (ChFC®) designation from The American College, as well as the Chartered Retirement Plans Specialist (CRPS) and Chartered Retirement Plans Counselor (CRPC) from The College for Financial Planning.
Sterling Raskie, Ph.D., CFP®, EA
Sterling is a fee-only financial planner and investment advisor practicing in the Springfield, IL area. He comes from a broad background in insurance and investment planning working with individuals and companies from personal financial planning to corporate retirement plans. Additionally, Sterling is a Lecturer of Finance for the University of Illinois at Urbana-Champaign where he teaches courses in finance and wealth management.
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Ronald C. Scott, CFP®, AEP, EA, NTPI® Fellow, CFBS, ChFC®, CLU, CLTC, MBA
Mr. Scott is a Managing Director with MassMutual Financial Group, where he leads a team of financial planners and investment advisor representatives who concentrate on comprehensive financial planning and advanced estate planning for affluent families, professionals, and small-business owners. Mr. Scott has over 17 years of experience in the financial services industry, with roles ranging from Producer to Training Manager to Agency Sales Director to Advanced Markets Consultant to Director of Financial Planning. Additionally, Mr. Scott is an Enrolled Agent where he represents taxpayers before the IRS and State Tax authorities in matters of tax controversy, and owns a Tax Preparation Practice. He had spent his earlier years in industrial engineering, enterprise-wide systems implementation, and management consulting. His degrees include a BS in Mechanical Engineering from the Polytechnic Institute of NY and a Master Business Administration in Management Science from Pace University. Mr. Scott has 12+ years of instructing experience which includes a focus on the Tax, Retirement, and Estate Planning modules of the CFP® certification education program and review courses, both in a traditional classroom and live online. Mr. Scott also teaches Finance and Economics class at the undergraduate level.
Christopher J. Tuttle, CFP®, EA, CLU, ChFC®, AEP, MBA
Christopher Tuttle has extensive experience in the financial services industry as an independent wealth management consultant. He has taught the entire CFP® curriculum, including review courses for the National Certification Exam, for two decades.
Chris has an undergraduate degree from Colgate University and a Masters Degree in Business Administration from New York University. He has been a CERTIFIED FINANCIAL PLANNER™ since 1999, and also holds the CLU, ChFC®, and AEP designations from The American College. Chris is an Enrolled Agent with the IRS, and is an NTPI Fellow with The National Association of Enrolled Agents. He is a lifetime qualifier for The Million Dollar Roundtable.
Chris owns a corporate Registered Investment Advisor (RIA) with his CFA® partner—Tuttle Financial Services, Ltd.—and is affiliated with an independent Broker Dealer, where he holds the FINRA Series 7, 63, 65, and 24 licenses.
Josh Wolberg, CFP®, RICP®, MBA
Josh Wolberg, CFP®, RICP®, MBA, leads the wealth management team at Channel Financial in Golden Valley, MN. Josh teaches many of the financial wellness workshops to retirement plan participants in the more than 160 retirement plans Channel advises. He earned a BS in Computer Science from South Dakota State University and an MBA in Finance from the Carlson School of Management at the University of Minnesota – Twin Cities. Josh is an active member of the Financial Planning Association and has served on several committees and boards. In addition to working full-time as a CFP® practitioner, Josh has a passion for lifelong learning and teaching. He serves as an adjunct faculty member for Minnesota State University, Mankato where he teaches CFP® preparation courses.