Guest Speakers
Mark Balasa, CPA, CFP®
Principal and Co-CEO
Balasa Dinverno Foltz LLC

Mark currently sits on JP Morgan’s Registered Investment Advisor advisory board, and has sat on PIMCO’s advisory panel for RIAs, the advisory board for State Street Global Advisors, and the technology board for Charles Schwab & Co. Mark has written for INC. magazine’s website.
Mark has been recognized as one of the top wealth managers in the country by a number of organizations and frequently speaks on wealth management topics. He is a member of the Investment Committee that oversees policy, strategic and tactical direction for the firm’s client portfolios.
Carolyn McClanahan, M.D., CFP®
Life Planning Partners, Inc.
Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Physicians. Financial Planning Magazine named her as a “Mover & Shaker” in the Financial Planning Profession for her work on insurance issues, and NAPFA named Carolyn as one of the 30 most influential people in the financial planning profession. She has previously served on the National Board of NAPFA and is quoted regularly in numerous publications such as The Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money. She has also appeared on CNBC, Hardball, AC360, and NPR.
Randall S. Kroszner
Professor of Economics
University of Chicago

Dr. Kroszner is the Norman R. Bobins Professor of Economics at the University of Chicago’s Booth School of Business. From 2006 to 2009, he served as a Governor of the U.S. Federal Reserve. He chaired the Fed’s committee on Supervision and Regulation and the committee on Consumer and Community Affairs, taking a leading role in developing responses to the financial crisis and in new initiatives to improve consumer protection for credit cards and mortgages. From 2001 to 2003, he was a member of the President’s Council of Economic Advisers (CEA).
Mark Miller

Mark writes about trends in retirement, aging, and the economy. He is the author of The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work and Living, writes a syndicated column for Reuters, and blogs about retirement planning and saving strategies at
Heidi Richardson
Managing Director

Heidi joined the Blackrock in 2010 with 23 years of experience in active investment management. In her current role as a Global Investment Strategist, her responsibilities include relating the Investment Strategy Team's research and investment views to key institutional and financial advisor clients and offering perspective on all asset classes - including equities, fixed income, alternatives and multi-sector approaches to investing.
Morningstar Speakers
Christine Benz
Personal Finance

Christine is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and co-author of Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller. Before assuming her current role in 2010, she served as editor of Morningstar Practical Finance, Morningstar Mutual Funds, and Morningstar FundInvestor.
Matthew Coffina, CFA
Morningstar StockInvestor

In his role as editor of Morningstar’s flagship stocks newsletter, Matt manages two real-money, market-beating model portfolios: the Tortoise and the Hare. Previously, he was a senior equity analyst, covering managed care and pharmaceutical services companies. He also developed the discounted cash flow model used by Morningstar analysts to assign fair value estimates.
Elizabeth Collins, CFA
Director of Basic Materials Equity Research

Elizabeth oversees coverage of companies in the agriculture, chemicals, coal, engineering and construction, metals and mining, paper and packaging, steel, wood products, and building materials industries. She is also chair of Morningstar’s Economic Moat committee, a group of senior members of the equity research team responsible for reviewing all Economic Moat and Moat Trend ratings issued by Morningstar.
Robert Johnson, CFA
Economic Analysis

Bob has more than 20 years of investment industry experience, including both buy-side and sell-side assignments as a research analyst. Prior to assuming his current role in 2008, he was an associate director of equity analysis for the technology team at Morningstar. He has covered various technology names throughout his career at Morningstar as well as at Stein Roe & Farnham, Rotan Mosle, and ABN AMRO, and has been consistently ranked in the Reuters US Mid to Smaller Company Survey in the software arena.
Russel Kinnel
Mutual Fund Research

Russ is editor of Morningstar FundInvestor and writes the "Fund Spy" column for He helped develop the Morningstar Rating™ for funds and the Morningstar Style Box™ methodology. He authored Fund Spy: Morningstar's Inside Secrets to Selecting Mutual Funds That Outperform and is co-author of The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success.
Samuel Lee
Morningstar ETFInvestor

Sam is the editor of Morningstar ETFInvestor, a monthly investment newsletter. Prior to becoming the editor for ETFInvestor, he was an ETF analyst for Morningstar, covering alternative, North and South American ex-U.S., and actively managed ETFs. He also covers some small-cap emerging-markets ETFs and performs quantitative modeling of ETF strategies. Sam joined Morningstar in 2008 as a data analyst.
John Rekenthaler, CFA
Vice President, Research

John currently writes an ongoing column for, The Rekenthaler Report. Since joining Morningstar in 1988, he has overseen Morningstar’s research methodologies, led thought leadership initiatives, and built the company’s retirement advice business into one of the largest independent advice and guidance providers in the retirement industry. John helped to develop Morningstar’s quantitative methodologies, such as the Morningstar Rating™ for funds, the Morningstar Style Box™, and industry sector classifications.
Jared Watts
Portfolio Manager

Jared is a portfolio manager for Morningstar Investment Management, a unit of Morningstar, Inc. His clients include broker dealers, banks, insurance companies, and asset managers. Jared helps develop and manage multiple asset allocation solutions such as fund of funds portfolios and risk tolerance questionnaires. In addition to conducting mutual fund research, he helps lead the research and implementation efforts on exchange-traded products for Morningstar Investment Management. He has more than 13 years of investment industry experience.