25 year career in financial advisor data and marketing solutions. Prior to AIQ, 7 years as CEO of Discovery Database, a competing FA directory firm. Previously 6 years as director of sales at National Regulatory Services, the leading compliance consulting firm (acquired by Thomson Financial). Prior to NRS, 4 years as founding Institutional Sales Representative at TD Ameritrade, helping build custodian services for Registered Investment Advisors.

17 year career in money management and technology investing. Prior to AIQ, 13 years as Fund Manager and Head of Technology Equity Research with JP Morgan Investment Management. Previously technology analyst with Salomon Brothers. Previously public accountant with Arthur Andersen & Co. Gary holds designations of CPA and CFA.

14 year career in the financial industry, with majority focused on helping firms serving the financial intermediary channels utilize information to maximize their distribution, marketing and recruiting efforts. Prior to AIQ, spent 7 years with Discovery Database as Head of Sales, growing the firm into the industry leading database provider. Before Discovery, spent 4 years as Sales Director for Financial Planning Association (FPA).

14 years experience in strategic business planning and database analytics. Prior to AIQ, held roles of increased responsibility with Citigroup and American Express, overseeing commercial credit card data analysis and development of credit-revenue optimization models. Holds MBA in Operations Research from Carnegie Mellon, MS in Engineering from Stevens Institute of Technology, and BS in Engineering from Moscow Polytechnic Institute.

25 year award-winning financial journalist. Formerly senior investments editor at Forbes. Previously deputy personal finance editor at The Wall Street Journal. Currently "Fund Fantasia" blogger for Forbes.com, and contributor to WSJ.com and Barron′s. Lieutenant colonel in the Army Reserve. Author of numerous books, most recently Taming of the Beast, an investment guide published by John Wiley & Sons.