Featured Speakers
Russell Campbell
Executive Vice President
AMCORE Investment Group
As Executive Vice President of AMCORE Investment Group, Russell directs all aspects of the trust, investment management, broker/dealer, retirement plan services, insurance and private banking businesses.
Christopher J. Cordaro
Chief Investment Officer
RegentAtlantic
Named to the 2006 Robb Report Worth magazine listing of the top 100 Wealth Advisors in the country, Chris is Chief Investment Officer and architect of RegentAtlantic’s investment philosophy and its analytical planning structure. Chris handles client relationships and provides expertise to the firm on concentrated stock positions, stock options and executive compensation plans.
Dorothy Mitchel
Senior Vice President, Regional Sales Manager
U.S. Bancorp Investments
Dorothy Mitchel is a regional sales manager, responsible for the non-retail sales channels within U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC (USBII). She joined USBII in 2002 and relocated to Minneapolis/St. Paul area in 2005, from Seattle, WA. She was instrumental in leading the division’s retirement growth initiative (RGI) including the development of the first Retirement Planning Center in Edina, MN and a subsequent location in Minneapolis, MN. She has more than twenty years of financial services experience. Prior to joining USBII, she held various financial services positions, and was instrumental in developing and managing the platform annuity program at Washington Mutual. Dorothy also has experience as product manager, trainer, and financial planner.
Dan McNamara
Managing Director
Bank of America
Dan McNamara serves as the Managing Director for the Planning and Investment Products Group, responsible for the development and delivery of investment, credit & banking, financial planning and retirement products across GWIM and Bank of America. In addition, he is President of Banc of America Investment Advisors (BAIA), a position he has held since 2006.
James A. Richardson, CFP
Vice President, Director of Wealth Management
Fifth Third Investment Advisors
Mr. Richardson received both his B.A. and M.A. from the University of Kentucky in 1970 and 1972, respectively. In addition, he pursued his doctoral studies at Indiana University. As Director of the Wealth Management Department Mr. Richardson works closely with the Private Client Advisor Group, the Institutional Client Group and the Personal Trust Departments. He joined Fifth Third Investment Advisors in January 2004 after 17 years at Merrill Lynch where he achieved accreditation as a Certified Financial Manager and Wealth Management Advisor. Mr. Richardson has been committed to serving the community since the 1970’s and is currently active in the Lexington Rotary Club, the Children’s Charity Fund of the Bluegrass, the Lexington Dream Factory, Big Brothers/Big Sisters of the Bluegrass, the Lexington Children’s Theatre, the Lexington Area Sports Authority, University of Kentucky Alumni Board and the Kentucky Children’s Hospital.
George H. Walper, Jr.
President
Spectrem Group
George H. Walper Jr., president of Spectrem Group, has more than 25 years of experience in businesses serving the high net worth and retirement services markets, with an emphasis on product development, marketing, sales and client service.
Ken Yarbrough
Senior Vice President, Director of Retirement Strategies
SunTrust Banks, Inc
Ken Yarbrough is Senior Vice President, Director of Retirement Strategies for SunTrust Banks, Inc. His role at SunTrust is to lead the company’s efforts in the retirement category, aligning current initiatives and creating new products, sales strategies, channels and messaging to reach this growing market.
Arlene M. Yocum
Executive Vice President, Managing Executive
PNC Wealth Management
Arlene is Executive Vice President and Managing Executive of Client Service and Distribution for PNC Wealth Management. She is responsible for the delivery of fully integrated wealth management solutions including planning, investment management, trust, estate and private banking products and services to individuals and their families.