SCHEDULE PLANNING GUIDE - Financial Services Institute

ED SESSIONS
organizations. With over 2,100 payroll deduction retirement plans receiving over
$210 million in retirement contributions annually, Ed has been instrumental in
positioning Lincoln Investment as the broker-dealer of choice for 403(b) professionals
nationwide.
ed is a CERTIFIED FINANCIAL PLANNER (CFP ® ) certificant and has been in the
financial services industry since 1980.
Salene Hitchcock-Gear is president and chief executive officer of Acacia Life
Insurance Company, a UNIFI company headquartered in Bethesda, Md., and
Ameritas Investment Corp. (AIC). An affiliate of UNIFI Companies, AIC is a fullservice
broker-dealer headquartered in Lincoln, Neb., with corporate offices in
Bethesda, Md.; Cincinnati, Ohio; and Omaha, Neb. AIC has nearly 2,000 registered
representatives nationwide and approximately $12 billion in total client
assets under management. The firm has been in the public finance business since
1997 and consistently ranks first among the top 15 managing underwriters doing
business in Nebraska.
salene is also the executive leader of the Wealth Management Group (WMG),
designed to leverage the annuity, retirement plans, and investment businesses for
UNIFI. In March 2000, Salene was elected president and chief executive officer of
The Advisors Group (TAG), a subsidiary of Acacia and a full-service broker-dealer.
Mark C. Mettelman is president and CEO of Triad Advisors, Inc. Prior to
co-founding Triad in 1998, Mark was a senior vice president of Keogler, Morgan
& Co., where he was responsible for overseeing the fixed‐income trading
department, advisory services, and new business development. From 1986-1988,
Mark was an equity and fixed income trader for FSC Securities. Prior to joining
FSC, Mark spent two years at Blunt, Ellis & Loewi, where he was an assistant
portfolio manager in the convertible arbitrage department.
Mark is active with the Financial Services Institute (FSI), is a member of National
Financial’s Advisory Council, and is frequently quoted in industry publications.
Mark also served on the Investment Advisor Law and Regulatory Subcommittee for
the State of Georgia. Mark holds the following industry registrations: Registered
General Securities Representative, Registered General Securities Principal,
Registered Municipal Securities Principal, Securities Agent, and Registered
Investment Adviser. He holds a B.S. in management from Auburn University.
14 2010 FSI Broker- Dealer Conference