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Contributors May 2010

Contributors May 2010

Jered Haag is a New York native who has been photographing for Registered Rep. since 2007. His work has appeared in publications such as Women's Fitness, Golf Digest, Sporting News, Chief Marketer, and Promo magazines. Photography has been a love since he was a teenager and he hopes to do more editorial and travel photography in the future. In his spare time he enjoys running and spending time with his wife and two-year old son. He currently resides in Warwick, NY.

Long-time Registered Rep. columnist Kevin McKinley is the owner of McKinley Money LLC, an independent registered investment advisor. He is also the author of the book, “Make Your Kid a Millionaire” (Simon & Schuster), and provides speaking and consulting services on family financial-planning topics. Kevin began working at a broker/dealer when he was 17. He recently left his firm — after 20 years — to start his own RIA. He serves on the Wisconsin Governor's Council on Financial Literacy, writes a weekly newspaper column, hosts a weekly show on Wisconsin Public Radio and speaks to audiences of both advisors and investors on family financial-planning topics. You can reach him at [email protected].

Amy Glynn, who penned the column on 401(k) advice on page 35, is a director of retirement consulting services for Commonwealth Financial Network. Amy joined Commonwealth in October 2008 and has been in the 401(k) and pension marketplace for 20 years; in 2010, she was number 39 on's list of the top 100 most influential people in defined contribution. Prior to joining Commonwealth, Amy's business was named Start-Up of the Year by Women's Business Journal in 2000 and led the number one producing retirement plan division in the U.S. at Smith Barney for five years. A member of the American Society of Pension Professionals and Actuaries and the National Association of Female Executives, Amy earned a BA in English and Women's Studies from Colgate University. Aside from Registered Rep., she has been published in Working Woman, Women's Business Journal and Boomer Market Advisor. Her interests include cooking, music, sports, globe-trotting, and chocolate poodles.

Matt Oechsli, high-net-worth guru extraordinaire, is the man behind Rep.'s Inner Game column, and this month he pens our lead practice story, on page 73. For the past 30 years, Matt has served as the president of The Oechsli Institute (, which coaches and coaxes advisors into getting the most out of their practices. The Oechsli Institute's research has been featured in The Wall Street Journal, The New York Times, Forbes, and other media outlets, and Matt has authored eleven books on the financial advice business, including his most recent, “Elite Financial Teams.“ Matt holds an MBA in marketing from Anna Maria College in Paxton, MA, a BS from the University of Arizona, and he lives in Greensboro, N.C. He is Registered Rep.'s longest running columnist, at 18 years and counting.

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