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As the CEO of Financial Investigations, Inc., my company conducts both civil and criminal Financial Investigations. We also provide assistance to attorneys and CPAs for both civil and criminal trials. We supply expert witness trial testimony, including the presentation of trial charts and evidence notebooks for jurors. I have over 40 years of experience as a Financial Investigator. I spent over 21 years as a Lead Investigator - U.S. Special Agent for the Criminal Division of the IRS. During these 21 years I was assigned to the Atlanta U.S. Attorney’s Office, Criminal Division, white collar crimes section as a lead...

Jeffrey Lendrum’s practice is devoted to representing clients with disputes involving financial fraud, investment loss recovery, financial advisor malpractice, financial elder abuse, and breach of fiduciary duty.

Mr. Lendrum is recognized by his peers as a leader in investment fraud litigation and has received the distinguished AV Preeminent rating each year since 2001. This rating is awarded to select attorneys who demonstrate preeminent legal abilities and the highest ethical standards.

As a former prosecutor, federal law clerk, and lawyer for fortune 500 companies, Mr. Lendrum has the knowledge, experience and track record to create winning strategies for his clients. Whether your...

W. Scott Greco has thirty years of experience arbitrating and litigating investor claims against stockbrokers and investment advisers for claims of securities fraud, churning, unauthorized trading, theft, unsuitable recommendations, and other broker malpractice. These proceedings include FINRA arbitrations, AAA arbitrations, and lawsuits in federal and state courts. Mr. Greco is currently admitted to practice in Virginia, Maryland, and Washington, D.C., but represents investors across the country. He received his B.A. in Foreign Affairs from the University of Virginia in 1991 and his J.D. from the College of William and Mary, Marshall-Wythe School of Law in 1994. Mr. Greco regularly appears...

Ernest H. Ehling, Jr., Esq. is an experienced attorney, tax and financial professional. He concentrates his practice in serving the needs of high-net-worth individuals in the areas of tax and estate planning, estate and trust administration, international tax and estate planning, business succession planning, asset protection planning, and estate and trust litigation.

Upon graduating from law school, Mr. Ehling began his legal career as in-house counsel with Travelers Insurance Company in Philadelphia, PA. He later joined the tax consulting practice of Big 4 accounting and tax consulting firm, Deloitte & Touche, LLP in Philadelphia, PA. After his time with Deloitte,...

A resident of Oakland, Len spent much of his legal career with prestigious, top-ranked, San Francisco law firms. Mr. Watkins brings the same level of expertise, and standard of excellence, to his practice in the East Bay. Focusing on consumer bankruptcy and business law, Mr. Watkins’ depth of experience and training include: A Masters of Business Administration, concentrating on finance, from the University of California, at Davis A stock brokerage license (inactive) from the National Association of Securities Dealers A California Real Estate Broker’s license Previous Experience Business Attorney Norris & Norris (now...

Prior to law, I was a financial advisor and coach to other financial advisors. As a financial advisor, I discovered that there was a need for quality estate planning that actually addressed people's concerns and goals. I applied to law school for this express reason. I earned a Bachelor of Arts degree from Brown University (â04). I received a Juris Doctorate from the University of Washington School of Law (â11) and served as the Director of Operations for the Pacific Rim Law and Policy Journal. I also studied at the University of Edinburgh, Oxford University, and Tsinghua University. I have my legal...

Matthew G. Messerli is the founding attorney of The Messerli Law Firm, PLLC. Prior to pursuing his legal career, Attorney Messerli earned his Master’s in Business Administration (MBA) from Purdue University’s Krannert School of Management and his Master’s in Finance (MSF) from the Indiana University’s Kelley School of Business. He has accumulated more than a decade of experience as a business consultant and operator. Attorney Messerli later spent several years serving as a financial advisor to high-net-worth individuals and businesses before earning his Juris Doctorate (JD) from Southern Methodist University’s Dedman Law School in Dallas, Texas. His unique blend of...

Until Spring 2021 Kamal Jafarnia currently served as General Counsel and Chief Compliance Officer at Artivest Holdings, Inc., which position he has held since October 2018, and as Chief Compliance Officer to its Investment Management business at the Altegris Advisers. Prior to Artivest, Mr. Jafarnia served as Managing Director for Legal and Business Development at Provasi Capital Partners LP. Prior to that, from October 2014 to December 2017, he served as Senior Vice President of W.P. Carey Inc. (NYSE: WPC), as well as Senior Vice President and Chief Compliance Officer of Carey Credit Advisors, Inc. and as Chief Compliance...

Christine W. Hubbard has been a practicing attorney for over 26 years and focuses her practice on estate planning, business planning, drafting wills and trusts, estate and gift tax planning, asset protection, prenuptial agreements, charitable giving and estate and trust administration. Christine places great importance on understanding and implementing each client’s personal goals with respect to the use and preservation of wealth during life and the responsible disposition of assets upon death. This includes asset protection planning, strategies to minimize or avoid estate taxes and probate and the sophisticated use of trusts, limited liability companies, partnerships, life insurance and,...

The founder of The Siegel Law Group, P.A., Barry is driven by a passion to make people’s lives better and simpler. He counsels both individuals and families on diverse issues, like:
• Trust and Estate Planning and Asset Protection (using both domestic and foreign strategies)
• Elder Law Planning
• Medicaid Planning
• Veterans Benefits
• Special Needs Planning

Barry also represents beneficiaries and fiduciaries of estates and trusts regarding tax, and probate and trust law issues. He has authored or co-authored many articles on Estate Planning and Asset Protection strategies, including The Book of Estate Planning Strategies. He is a columnist for the Boca Raton...

Attorney Wiley worked extensively throughout his undergraduate and law school years in the financial services industry. During the course of this period he spent several years working with Northwestern Mutual in Philadelphia, PA and Hamden, CT. Ultimately he served as investment coordinator for a top ranked Certified Financial Planner, before transitioning his planning experience into the legal arena.

Accepting an opportunity with Withers Bergman LLP, Attorney Wiley cultivated his now thriving passion for creating expertly crafted custom estate planning documents. After passing the bar in 2009, Attorney Wiley practiced under the tutelage of Attorney Suzann Beckett at the Estate Planning Law...

Known for promoting innovative litigation alternatives in family-related legal disputes, Rachel Nicole Hernandez is a collaborative family lawyer & the founder of Bruckner Hernandez Legal Solutions, LLC, a collaborative law & family law firm with offices in St. Charles & Sycamore, Illinois.

Bruckner Hernandez Legal Solutions, LLC helps families resolve legal issues without going to court, whether it be through mediation, collaborative process, uncontested divorce, pre-divorce legal counseling, or limited scope representation. Rachel Nicole Hernandez provides advice to clients regarding their rights with respect to marital/non-marital assets & debts, maintenance, & child custody issues. Rachel Nicole Hernandez solicits the expertise of...

Lisa Bragança protects individuals and businesses from being bilked by Wall Street and bullied by regulators. She knows how to get important information to securities regulators early, before they have reached a decision on whether to charge and what to charge. Lisa served as a Branch Chief in the Division of Enforcement of the Chicago Office of the Securities & Exchange Commission, where she handled investigations of accounting fraud, Ponzi schemes, insider trading, churning, and unsuitability. While at the SEC, Lisa collaborated with the federal criminal prosecutors in securities fraud investigations at major corporations. Since leaving the SEC, Lisa has...

Chari Alson Maddren has been practicing in the areas of trust and estate administration, estate planning, and elder law since 2003.
Chari received her juris doctor degree from Temple University, her masters in Public Health and a Gerentology Certificate from Boston University School of Public Health.
Chari holds the Certified Trust and Financial Advisor Designation.

Chari is a member of NAELA, the Delaware County Bar Association, the Chester County Bar Association, and the Chester County Estate Planning Council.

Kollin Rice has practiced law in the Toledo, Ohio area since 1996. His practice is primarily in the areas of Employment Law, Family Law, Social Security and Workers' Compensation. He previously had a greater focus on criminal defense law, and still does some. As a former Series 6 Registered Representative (a license to sell stocks, bonds, mutual funds and other securities) he is interested in and eager to expand his practice in the areas of financial malpractice and stock broker/financial advisor malpractice. He continues to try to gain fluency in Spanish, but at this point does much better with...

Attorney Hanley has focused her practice on representing investors nationwide who have lost their savings and retirement funds as a result of their brokerage accounts being mishandled. Attorney Hanley represents investors in claims against their brokers, broker dealers, investment advisors, financial advisors, and insurance companies. Attorney Hanley is experienced in providing representation for investors who have been the victims of financial fraud, negligence and unsuitable investments. Attorney Hanley has experience in prosecuting claims against the major Wall Street brokerage firms.

Attorney Hanley has extensive experience in the areas of securities litigation and arbitration, including securities class actions, numerous arbitrations...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

About Carmiece Graves

Carmiece Graves Law specializes in legal financial matters including high asset divorce, estate planning and administration, bankruptcy, and corporate formations in Prince George’s County, Montgomery County and the District of Columbia.

Ms. Graves received her Juris Doctorate from Howard University’s School of Law in 2005, graduating at the top of her class. Upon graduation, Ms. Graves worked as Corporate Finance Associate for a large DC Law Firm. Ms. Graves was appointed to serve in the first term of President Obama’s Administration as a policy advisor for the U.S. Department of Interior.

Since 1999, Ms. Graves has served...

Anthony “Tony” Chauncey practices in the areas of Bankruptcy, Foreclosure Defense, Criminal Defense, Traffic Citations, Family Law, and Personal Injury. Mr. Chauncey has counseled clients in many areas of the law including representation of numerous individuals and business entities in transactional and litigation proceedings in Florida’s state, federal, and bankruptcy courts. Mr. Chauncey has helped thousands of clients achieve a fresh start financially using the federal bankruptcy laws. He is experienced in Chapters 7, 11, 12 and 13 under the Federal Bankruptcy Code. His criminal practice includes the defense of clients accused of crimes such as DUI, traffic offenses, drug...

Nelson W. Donovan has spent a lifetime talking to audiences. First as a military aviation instructor and more recently, about the importance of estate planning, tailoring plans for his clients, and writing on this subject. Nelson is also a JAG attorney for the US Army Reserves.

Nelson’s experience as a wartime aviator, military instructor pilot, and airline captain, offers our clients steady precision. He acquired his fiscal savvy from his time as a licensed financial advisor, and an ethical outlook working for the Wisconsin Supreme Court’s Office of Lawyer Regulation.

A UW Law School graduate, Nelson integrates his extensive professional experience...

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...

Securities arbitration and investment litigation focusing on damage and loss recovery for retail and institutional clients that have disputes with their financial advisors or firms involving stocks, bonds, limited partnerships, mutual funds, and other investment vehicles throughout the United States.

“I combine my years of experience, knowledge of the law, intense preparation and a personal mantra of never being outworked to achieve optimal results for every client. Divorce is a grueling and at times devastating process. I understand that even an amicable divorce will have a profound impact on a couple’s assets, income, children and the emotional health of the entire family. I care about my clients. I care about their children. As a leading divorce attorney in New Jersey, my priority is to understand each client’s goals and work tirelessly to achieve those results.” Joe Russell, Esq., Partner and...

Do you squirm every time your Financial Advisor asks if you've done your will yet? Let's face it, almost nobody wants to talk about estate planning. We procrastinate. We make excuses. We don't want to do it. But there is that nagging voice that reminds you that you really should just get it done. And you know that if you get those "affairs in order," you'll sleep better. The voice gets louder every time you hear the horror stories about probate. But somehow the whole idea is about as much fun as planning a tooth extraction. It...

Stacey Brancheau established the Brancheau Law Firm to pursue her passion for helping individuals and their families navigate the often overwhelming process of wealth planning. In addition to her experience as an attorney, Stacey holds her Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor (CTFA) designations. With 20 years of experience in the wealth planning industry, serving as an attorney, financial planner, fiduciary advisor and senior trust officer for a regional bank, she is uniquely qualified to assist her clients in developing a comprehensive plan to ensure that their loved ones have the information, guidance and...

Steve Urban is a trial lawyer located in Austin, Texas who is Board Certified in Consumer and Commerical Law. Steve was originally licensed in Michigan in 1998 and in Texas in 2000. He received his Board Certification in Consumer and Commercial Law from the Texas Board of Legal Specialization in 2008. Steve is former partner in the law firm of Taylor Dunham, L.L.P., where he practiced for nearly 12 years before forming his own firm in 2012. Over the past 14 years, Steve has represented clients in matters involving injuries and death caused by car, truck and motorcycle accidents,...

Lawrence L. Klayman, a Brooklyn native, is the founding partner of KlaymanToskes, P.A. His practice is exclusively limited to securities arbitration and litigation. Lawrence is a former licensed financial advisor who has spent decades applying what he has learned from working inside the securities industry to fight for the rights of injured investors. Lawrence understands what motivates financial advisors, he understands the complex products they sell, and he understands the imperfect compliance requirements set in place for the protection of investors. While attending Nova Southeastern University- Shepherd Broad Law Center, Lawrence received firsthand experience at the National Association of Securities Dealers...

Redefining Divorce is a mediation firm that assists couples through amicable dissolutions and legal separations. The goal of Redefining Divorce is to help couples get through an extremely difficult time by providing guidance, compassion and affordable fees. We are successful because we are efficient and know how to navigate our clients through the murky emotional waters of the process. With our seasoned mediators, therapists, and financial advisors we are able to make this experience a bit less difficult and significantly less expensive.

We focus on quick resolutions by eliminating multiple parties and mediate between the couple only. The couple develops their...

I want to help people, using my training and skills, to protect themselves and their loved ones, legally and to accomplish their financial goals.

I am passionate about business and financial matters (and math!). I find too many people who could have used the assistance of a business attorney and counselor, do not avail themselves of one, and then something unexpected happens, and they find themselves in an avoidable, unwanted situation. I will do my best to help you avoid such circumstances. My practice is limited in scope and much of what I can help you with is located on my...

Mr. Reeb is a partner at Reich, Jumbeck, Stole & Reeb, LLP. As a partner at Reich, Jumbeck, Stole & Reeb, LLP, Mr. Reeb focuses his practice exclusively on family law, representing business owners, executives, professionals, and their spouses. Mr. Reeb concentrates in all areas of family law, including issues of child custody and visitation, child support, maintenance, property division, complex financial matters, tax consequences, pre and post nuptial agreements, restraining orders, orders of protection, as well as family law appeals. Judges also frequently appoint Mr. Reeb to serve as Guardian ad Litem and as Mediator...

I am a Partner at Iorio Altamirano LLP, a securities arbitration law firm in New York City. We represent investors nationwide who have suffered investment losses due to wrongful conduct by financial advisors and brokerage firms.

Iorio Altamirano LLP has nearly 20 years of combined experience as securities arbitration lawyers. We have helped individual investors, groups of individuals, business entities, family offices, credit unions, and institutional investors recover nearly $100 million in investment losses.

I have handled hundreds of FINRA arbitration claims and have worked closely with retail and institutional investors. I combine my broad experience in the securities arbitration field with...

August Iorio is Partner at Iorio Altamirano LLP, a securities arbitration law firm in New York, New York.

Iorio Altamirano LLP is a highly-skilled, client-focused law firm with the experience, judgment, and vision to achieve favorable outcomes for its clients. Iorio Altamirano LLP's primary practice area is securities arbitration, where it represents investors nationwide who have suffered investment losses due to wrongful conduct by financial advisors and brokerage firms.

Iorio Altamirano LLP has nearly 20 years of combined experience as securities arbitration lawyers and has helped individual investors, groups of individuals, business entities, family offices, credit unions, and institutional investors recover...

Daniel is an associate attorney with Amicus Law Firm. He is a 2015 graduate of the Creighton University School of Law, where he graduated summa cum laude. Prior to law school, Daniel worked with Amicus Financial Advisors, LLC. Daniel received his B.S. from Brigham Young University, where he graduated magna cum laude from the Marriott Business School of Management, with an emphasis in finance. Away from work, Daniel enjoys playing tennis, watching sports, and spending time with his wife Alisha and their four children.

My areas of practice include asset protection and preservation, business formations and succession planning, corporate governance, estate planning, real estate and commercial transactions, and tax planning.

My experience encompasses counseling business owners in matters pertaining to entity formation and initial start-up strategies, and the structuring of sales and acquisitions. I prepare and advise business owners on matters pertaining to buy-sell agreements, operating agreements and shareholder agreements, asset transfers, and succession planning issues. In addition, I counsel clients in matters involving estate and tax planning, including tax audits and related issues, working together with them and their financial advisors on structuring and...