Dan is a Vice President and Head of Intermediary ETF Strategy in the SPDR ETF Business at State Street Global Advisors where he leads a team responsible for supporting wealth management clients as product and market specialists. In addition, Braz is a frequent speaker at industry events and has authored a suite of collateral on the topic of combining active and passive investments.
Previously, Braz was a Senior Relationship Manager in SSGA's Institutional Client Group, where he was responsible for supporting a portfolio of institutional clients. He has been in the investment management industry since 2001.
Braz earned an MBA in finance and marketing at the Kellogg School of Management at Northwestern University and a BS in psychology at St. Lawrence University. He earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.
Dr. Charles Chaffin
Dr. Charles Chaffin’s work encompasses a broad range of fields, from educational and cognitive psychology to financial planning. He has served as the author or lead editor of seven different books within financial planning and cognitive psychology, helping practitioners become more client-centered and helping individuals and companies address the pushes and pulls on attention in the workplace.
Dr. Chaffin teaches and consults with a variety of financial planning firms to help them better understand and act upon Financial Psychology within the client-advisor relationship. He served as co-Academic Director of the Client Psychology program at The Wharton School and also teaches in a variety of executive education programs at several colleges and universities designed for advisors. He consults with financial service firms and is a regular keynote speaker at a variety of conferences. He led research and education activities at CFP Board for close to 12 years.
He has three recent books, The Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior and The Practitioner’s Toolkit, co-authored with Dr. Brad Klontz. Dr. Chaffin wrote Numb, which focuses on all the pushes and pulls on our attention, as well as the byproducts of life in the Information Age. He is co-founder of the Psychology of Financial Planning Specialist™ program, offering asynchronous and custom programs for advisors and firms.
Adam Felts is a researcher and writer at the MIT AgeLab. Currently, he is involved in research on the experiences of family caregivers and the future of financial advice. He also manages the AgeLab blog and newsletter. He received is Master’s in Fine Arts in Creative Writing from Boston University in 2014 and his Master’s in Theological Studies from Boston University in 2019.
Stacy Francis is a nationally recognized financial expert with more than 20 years of experience in the financial industry. She is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal, and USA Today. Francis is dedicated to furthering the financial planning profession and is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, a member of NAPFA, and the Financial Planning Association (FPA). Francis is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™, as well as a Certified Estate and Trust Specialist (CES™).
Bonnie Kirchner is a CERTIFIED FINANCIAL PLANNER™ practitioner with a Master of Science degree in Taxation from Bentley University in Waltham, MA, where she currently serves on the faculty. Kirchner received her Bachelor of Science degree in Financial Counseling and Planning from Purdue University in West Lafayette, IN and has been practicing since 1990. Kirchner hosted the financial talk show “Handling Change” and most recently co-anchored “Early Exchange”, a morning drive business magazine heard on Boston’s business radio station. Kirchner also served as the financial reporter for Boston’s CBS affiliate, delivering financial information each weekday morning, live from the Boston Stock Exchange. She is also the author of Who Can You Trust With Your Money? published by FT Press.
Carolyn McClanahan began her career as a physician in 1990. She transitioned to financial planning in 2004 when she opened Life Planning Partners, Inc. – a Fee-Only planning firm that provided the comprehensive financial planning she and her husband desired. As she became more involved in the profession, she put together talks on planning for terminal illness, how to help uninsurable clients get health insurance, and how to work with clients facing cognitive decline. She is a regular contributor to Barron’s and serves on the CNBS Financial Advisor Council.