Bob is an InvestEd director and instructor. An associate director for the Puget Sound Chapter, he teaches at local, regional, and national events, including webinars. Bob creates innovative free spreadsheets and identifies useful websites for streamlining stock research. A member of the online CGAB Alumni Investment Club and past president of a local investment club, he retired after 26 years in radio and television broadcasting and 13 years of college teaching. Bob's website reflects his strong advocacy of long-term fundamental investing.

Jerry is an InvestEd director and provides audiovisual support for the conference. He teaches at local, regional, and national events. Jerry is the computer contact, treasurer, and an instructor for the Central Pennsylvania Chapter. He is the treasurer of the chapter's Learn and Earn Model Investment Club and also is the treasurer of several other investment clubs. Jerry is a member and the assistant treasurer for the online CGAB Alumni Investment Club.

Brian is an InvestEd director and instructor and provides technical support at the conference. He served as chair of InvestEd’s inaugural conference in 2007 and helped develop the 2008 Leadership Training Program. A founding member, former president of an investment club, and a former member of the online CGAB Alumni Investment Club, Brian has been a director of the New Jersey Chapter since 2000. Professionally, with a BS in mathematics and an MBA in computer systems, he manages a large computer systems department.

An InvestEd instructor, Don is founder and president of the Retirement Investing Institute. An author of five books for individual investors, he has been senior research analyst and media spokesperson for Lipper and a sell-side research analyst for a regional brokerage firm. Don is a member of the CFA Society of Colorado, program chair of the Denver AAII chapter, and a lecturer on investing at several Colorado universities. He earned a BS in Economics cum laude with a finance concentration at the Wharton School, The University of Pennsylvania.

Dale is an InvestEd instructor. He is a director and a past president of the San Diego Chapter and has co-developed and taught numerous workshops on investing for the chapter since his retirement in 2000. His focus has been on the use of financial reports to model and manage stock investments. Before retiring, Dale worked as an R&D product development manager at Hewlett Packard for 36 years. He enjoys hiking, travel, and water sports.

John, an InvestEd instructor, teaches financial classes and mutual fund workshops at local, regional, and national events. He is a current director of the Central Pennsylvania Chapter and the treasurer of two investment clubs, including the Centre Region Model Investment Club. With advanced degrees in meteorology, John spent 26 years in the Air Force and 16 years as an instructor of meteorology at The Pennsylvania State University prior to retirement.

Sandy is an InvestEd director and volunteer editor. She prepares the general program brochure layout and works with the Newbie program booklet. Sandy is a founding director and current president of the Coastal Georgia/South Carolina Chapter and a charter member and current president of the Women Investing Now club in Statesboro. She presents introductory investing programs, helps form investment clubs, and teaches stock study classes at local and regional events. Sandy is professor emerita of kinesiology at Georgia Southern University.

Doug is an InvestEd instructor, the founder of StockCentral.com, and the product manager for ICLUBcentral's tools for investment clubs and individual investors including Toolkit 6. A popular speaker and investment educator, he is the author of six books, including 2010's The Pocket Idiot's Guide to Direct Stock Investing and The Armchair Millionaire. A former editor for Mutual Funds Magazine, Doug currently is the Editor-in-Chief of the Investor Advisory Service, ICLUBcentral's market-beating stock newsletter.

Pat is an InvestEd volunteer and serves as Volunteer Coordinator for the conference. She is a past president and current director and recording secretary of the Northwest Indiana Chapter. An individual investor, Pat loves books and collects pop-up books, enjoys travel, and has a passion for the theater. A graduate of Purdue University, prior to retirement she worked for Urschel Laboratories in the role of international sales coordinator.

Judith is an InvestEd Inc. director and the lead editor. She plans, writes, and edits InvestEd promotional materials. Judith is a founding member and past secretary of the online CGAB Alumni Investment Club and mentored numerous clubs. She received the first Kenfield-Burris Award for service to the online investing community. Judith worked and taught in medical diagnostic and research laboratories. She enjoys reading and an eclectic mix of music, film, theater, and dance genres.

 Ray provides photo and graphics assistance for InvestEd. He aids the Heart of Oklahoma chapter with programming, graphics, and other technical assistance. Ray currently works as a graphics artist and computer-based training professional for the U. S. Air Force, creating interactive models of aircraft instrument panels and devices for PC.  His interests include travel, ;archaeology, and investing. Ray earned a degree in geography from Oklahoma State University.

Sharon is an InvestEd volunteer editor and a member of the webinar team. She serves the Heart of Oklahoma Chapter as a volunteer and is involved in developing a stock study group within her community. Professionally, Sharon is a software developer. Her hobbies include drawing and painting, along with enjoying nature, hiking, reading, and gardening. She loves to travel and is interested in learning how history and geography shape people, cultures, and the world. Trip highlights often involve attending traditional festivals.

Jack, an InvestEd instructor, is Senior Counsel in the Office of Investor Education and Advocacy (OIEA) of the Securities and Exchange Commission (SEC). OIEA carries out the Commission's investor education program and responds to investor inquiries on a wide range of securities-related topics, including investments and financial professionals. Jack holds a Juris Doctorate from St. John's School of Law and a Bachelor of Arts in philosophy from Villanova University.

Jerry is an InvestEd director and instructor and served as chair of the 2009 and 2010 conferences. He is a member of the online CGAB Alumni Investment Club and a past president and current director of the Houston Chapter. Jerry has taught a number of 401(k) and mutual fund programs at national events. He has been employed in the petrochemical and refining industry for over 35 years and currently is employed by LyondellBasell.

Tim, an InvestEd instructor, is Director of Investor's Business Daily (IBD) Meetup, the educational program that brings CAN SLIM® investors together each month to meet, learn, and profit. He leads the IBD speaker outreach program that sends IBD speakers nationwide to provide introductory investing workshops and seminars to individual and professional investors. These seminars guide investors in identifying and researching emerging growth stocks that meet the IBD CAN SLIM® criteria.

Louise is an InvestEd director and instructor. She is the chair of the Newbie Program and has taught classes at many national events. A founding director and past president of the North Carolina Triad Chapter, Louise currently teaches classes for the chapter and serves as the education chair. She is a member of two investment clubs, including the CGAB Alumni Investment Club. A retired high school mathematics teacher, Louise currently tutors high school students.

Saul is an InvestEd director, vice president of education, and an instructor. He recruits instructors and coordinates the conference curriculum. Saul teaches at local through national investor education events and is a former director and vice president of the Rocky Mountain Chapter. He also is a member of the online CGAB Alumni Investment Club. With degrees in electrical engineering and law, Saul spent most of his career as a corporate attorney. He currently is an adjunct professor at Albany Law School in New York.

Ira is an InvestEd director and instructor. He assists with the conference CD and in the Cyber Cafe. He teaches club accounting/taxes, including at online seminars, and contributes help about tax and investment issues to online discussion groups. Ira received the 2005 Kenfield-Burris Award for service to the online community. He is a founding member and current treasurer of Lakshmi Investments LLC. Although trained as a chemist and chemical engineer, Ira has been a professional tax preparer, bookkeeper, and financial coach for over 20 years.

Brad is an InvestEd instructor, president of Churr Software, author of the Stock Investment Guide (SIG) software, and a founding member of Valley Investment Partners (VIP), an investment club that began in 1990. A rocket scientist in his day job, serving as a program manager for a government contractor, he has a Bachelor of Science degree in electrical engineering and a Master of Science degree in systems management. Brad founded Churr Software to develop stock analysis tools for Mac users, as well as Windows users.

John is a director and president of InvestEd Inc. He teaches basic stock analysis classes at local and national investor education events. John is past president and vice president of the former Minneapolis/St. Paul Chapter where he assumed a number of additional responsibilities concurrently. He is a member of the online CGAB Alumni Investment Club. In his leisure time, John loves the outdoors and enjoys archeology surveys in the Arizona Strip, as well as hiking, camping, and canoeing.

A mechanical engineer by trade, Brian joined his first investment club in 1994. He helped start the Massachusetts Chapter’s computer group, served as president, and began teaching with the chapter in 1997. Brian is a Dick Dwyer award recipient. More recently, he has turned his volunteer hat toward coaching and is treasurer of the local parent-teacher organization. Currently he is a member of two investment clubs. In his free time Brian can often be found hiking or geocaching in New England with his wife and two children.

Pam is an InvestEd instructor and conference volunteer. She is a founding member and director of the Big Bend Chapter in Tallahassee and teaches classes at club through national levels. Pam has been a member of an investment club since 1987. She has a Bachelor of Science degree in education from Florida State University and worked in the banking industry. Pam enjoys gardening, traveling, and is an active volunteer in her community for several organizations.

Randy is an InvestEd director and instructor and serves as the InvestEd webmaster. He has taught at local through national events and has been a director of the Big Bend Chapter since it formed in 1996. Randy is a member of the Big Bend Chapter Model Club and the online CGAB Alumni Investment Club. He has a degree in computer science and is a Florida State University certified webmaster. He enjoys woodworking, and he and his wife Pam travel extensively.

Matt is an InvestEd instructor and the president of QUANT IX SOFTWARE Inc. He has been involved in the securities and investment business for over 20 years. Matt earned a Bachelor of Science degree from the University of Wisconsin-LaCrosse and an MBA from the University of Wisconsin-Milwaukee. He has an Investment Advisor Representative license from the State of Wisconsin. In 1985, Matt formed QUANTIX SOFTWARE Inc. to develop investment management and record keeping software.

Pam is an InvestEd director and instructor and is the InvestEd conference manager. She has been involved in event planning for many years and has taught at local, regional, and national venues since 1999. Pam is a member of the online CGAB Alumni Investment Club, is a Distinguished Service Award recipient, and enjoys archery.

Zinc is an InvestEd director and instructor. He is a past chair of the InvestEd Newbie Program and has taught stock analysis and portfolio management classes at local, regional, and national events. He holds membership in two investment clubs. Zinc is a life member of the Service Corps of Retired Executives (SCORE7) and holds master’s degrees in management sciences and business administration.