Adam Schickling, CFA®
Adam Schickling is an economist in Vanguard Investment Strategy group. He has coauthored research on topics including productivity, demographics, labor markets, and China’s economy. He’s been with Vanguard 9 years and previously was a fixed income investment risk analyst. Mr. Schickling is a CFA® charterholder and holds a M.A. in economics, Temple University.
Ted George, CFP®, MSFP
Ju-Lu Huang Kuo
Ju-Lu Huang Kuo has been an influential presence in the palliative care community for more than 20 years, with a focus on communication with patients, families, health care providers and institutions. Ju-Lu has been featured on Bridgeport News, Let’s Talk Tonight TV Show for her expertise. She also travels around the world as a guest lecturer at different hospitals and Schools of Nursing in Universities. She has a master’s degree from Yale University and is a member of the Motivational Interview Network of Trainers.
Brian is the founder of the Trouette Insurance Agency. In 1998, he established the firm with a mission of providing a disciplined, analytical approach to insurance for high-net-worth individuals and families. He works collaboratively with financial advisors, CPAs and attorneys to protect clients and their wealth. Brian also provides risk management services to financial advisors at the business level. With over 22 years of experience, Brian also dedicates his time educating advisors on how careful insurance analysis can help mitigate risk for clients. He is a highly-rated speaker by the FPA as well as the National Association of Personal Financial Advisor groups.