Caleb Brown, MBA, CFP®

Caleb is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe Certified^TM Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. He has been featured in Investment News, Financial Planning, Financial Advisor and Solutions (excerpt to the Journal of Financial Planning) regarding his efforts to create a career path for up and coming planners.

He is a regular contributor to industry publications writing articles about  career development topics and serves as a discussion host for several online communities.  He is a featured speaker on various career development topics and helped develop the inaugural Planning Essentials Track for the FPA National conference. Caleb is a member of the FPA New Professionals Advisory Council and the President of NexGen. 

Most recently, he was named by his peers as one of the Best Financial Planners in Dallas as well as received the DFW/FPA Chairman’s Award for 2008.  He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model.  Caleb is also a founding member of Virtual Solutions for Advisors, a resource of industry providers that helps financial advisors grow their businesses through outsourcing.

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPP™

Michael, is the Director of Research Planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $600 million of client assets. In addition, he is the publisher of the e-newsletter The Kitces Report and the blog Nerd’s Eye View through his website www.kitces.com, dedicated to advancing knowledge in financial planning.

Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. In addition, Michael is a co-author with John Olsen of “The Annuity Advisor”, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and is also a co-author of “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.

Michael was recognized as one of only 5 financial planning practitioner “Movers and Shakers” for 2006 by Financial Planning magazine, and was recognized as one of 20 “Rising Stars in Wealth Management” by Institutional Investor News for 2007. Michael Kitces was also named the 2011 Planner of the year for the National Capital FPA chapter. These awards were presented to honor Michael’s active work in the financial planning community, serving as a member of the Editorial Review Board for the Journal of Financial Planning, a Moderator for the discussion boards on Financial-Planning.com, a commentator on annuity, retirement distribution, and retirement planning issues for Leimberg Information Services, Inc., and for his work as an active member of the Financial Planning Association at the local and National level. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.