Daniel Rourke Healey. Senior Vice President, Folger Nolan Fleming Douglas Incorporated. Dan has more than 30 years experience successfully advising and managing investment portfolios for his clients. He earned his bachelor's degree in Political Science from Saint Anselm College and an MBA in Finance from American University’s Kogod School of Business Administration.

Stuart H. Sorkin. Transactional Attorney and Business Consultant. Stuart’s experience ranges from buy-sell agreements, raising of capital and financing, acquisition, development and sales of businesses and real estate, employee incentive compensation, federal and state income tax consequences of transactions, financial, retirement and estate planning, including asset protection, and a Certified Public Accountant. He is also the co-author with Dick Stieglitz: Expensive Mistakes When Buying and Selling Companies … and How to avoid them in “Your Deal”. Mr. Sorkin has been named to National Register’s Who’s Who in Executives and Professionals 2005-2006 and 2008-2009 and Madison’s Who’s Who 2008 -2011 has been interviewed by the Wall Street Journal, Time Magazine, USA Today, Money Magazine and BankRate.com, as well as, a frequent lecturer on various aspects of exit strategies and federal income and estate taxation. He earned a J.D. degree from the University of Miami and he has a Master’s of Law Degree in taxation from Georgetown University.

Keith W. Fulk. Certified Public Account. Keith has been a CPA for 39 years. His is a sole practitioner specializing in compliance work preparing Individual, Corporate, Fiduciary, Estate, and Partnership returns. He also provides tax planning for those entities. He earned his Master’s Degree in Accounting from Catholic University of America and is a long standing member of the American Institute for Certified Public Accountants.

Jan Ridgely. CEO, United Charitable. Jan has more than 25 years of professional experience in such diverse fields as journalism, public policy, technology, marketing and communications, specializing in strategic development, program management and administration. Jan helped non-profits to build on-line catalogs, and position the public messaging of their core policy objectives. In the for-profit sector, she worked for several I.T. start-ups where she was involved in new product launches, targeted direct mail, and complex online retention strategies using the emerging, new technology of the internet. She earned a bachelor’s degree in Psychology from the University of Virginia and a Master of Science degree in Nutrition from Bastyr University.

Julia Healey. Director of Finance, United Charitable. Julia has been with United Charitable since 2005 mostly working with donor-advised funds, and overseeing the Accounting team at United Charitable. She earned a B.S. in Business Administration in Accounting and Finance from American University , and a MBA specializing in Finance from Marymount University .

Celine LaVoie Healey. Community Outreach-Development Director, Jack R. Anderson Foundation. Celine has more than 25 years experience in the financial industry in the areas of business development, marketing and investing. She earned a B.A. in Anthropology from the University of Maryland in Baltimore County and a Masters of Liberal Arts from Saint John’s College.