Learn from Experienced Experts with Practical Knowledge in their Area of Specialty



´╗┐The strength of a Comprehensive Financial Planner is rooted in knowledge. In this age of technology and abundant information, many planners struggle to gather reliable, current, and most importantly, highly focused content that can be utilized to serve their clients.

APEG continuously searches the marketplace for experts in the legal, accounting, financial and insurance communities, along with professionals that have expertise in areas that can improve the value of a planner's practice.

These experts develop topical content and share their insight to help a planner assimilate the relevant components in an efficient and effective manner.

In addition to serving as Curriculum Contributors, many of these professionals make themselves and/or their firms and services available to Members of the APEG Community to aid in client matters where they are duly licensed. Please check out APEG's Professional Referral Network or Community Resources tab for information about their additional contributions and services.

If you have professional expertise in the areas of financial, insurance, accounting and/or the legal fields and would like to be considered to become a member of APEG's Curriculum Contributor team, please click on the link below to submit your request.






ALL INDIVIDUALS AND/OR THEIR FIRMS LISTED IN OUR PROFESSIONAL PARTNER NETWORK, OUR SPEAKERS BUREAU, OUR CURRICULUM CONTRIBUTORS, OR OUR COMMUNITY RESOURCE PARTNERS, UNLESS OTHERWISE NOTED, ARE INDEPENDENT FROM THE ADVANCED PLANNING EDUCATIONAL GROUP, INC. (APEG). APEG MAKES NO WARRANTY OF THEIR INDEPENDENT SERVICES NOR DOES IT CERTIFY THEIR QUALIFICATIONS OR PROFESSIONAL COMPETENCE. APEG DOES NOT OFFER LEGAL, TAX OR FINANCIAL ADVICE. VIEWS AND OPINIONS EXPRESSED BY THESE PROFESSIONALS AND FIRMS MAY NOT NECESSARILY REFLECT THE VIEWS OF APEG, ITS EMPLOYEES, OFFICERS OR SHAREHOLDERS.


APEG Terry Altman
APEG Brian Boak
Alanna Fabbri Butera
Lubna Channo
Jim Collins
Jim Cunningham
Ted Denbow
Donald Denstaedt
APEG Natalia Gentry
APEG Gregory Hamilton
APEG Jeffrey Hoenle
APEG D. Andrew Hickman
Richard Hillson
James Knaus
APEG Joshua Lackowski
APEG Patricia Lincoln
APEG Jamie Mendelsohn
APEG Jill Miller
Brian Raftery
APEG Ruth Raftery
Daren Raoux
Ben Rathbun
APEG Ron Rubin
Davin Salvagno
APEG Sara Schimke
Martin M. Shenkman
Sally Vaughn
APEG Ayar Venar
APEG Eric Ward
APEG Mark Wise

Questions and Support (800) 568-2444 or [email protected]