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Daniel O. Leemon

Daniel Leemon is currently retired from full-time employment, and serves on the boards of several for-profit and non-profit organizations. He is a director of the Corporate Executive Board company, a publicly-traded best-practices research firm, and CataList Homes, a venture-stage home realty company. Mr. Leemon also serves on the boards of the Gideon Hausner Jewish Day School in Palo Alto, California, and the Stanford Jewish Chaplaincy at the Stanford Medical Center. He has judged Schwab's IMPACT Awards since their inception.

Mr. Leemon served as Executive Vice President and Chief Strategy Officer for the Charles Schwab Corporation from 1995 to 2004, helping to engineer the firm’s strategies in independent investment management, online investing, retirement services, and mutual funds, among other areas. He was a keynote speaker at IMPACT from 1996 through 2003. Mr. Leemon joined Schwab after 12 years with the Boston Consulting Group (BCG) in San Francisco, where he was vice president and director, and a lead member of the firm’s financial services and consumer goods/retailing practices. Both at Schwab and BCG, Mr. Leemon was a frequent guest speaker and writer on issues of strategy and growth opportunities. He holds a master's degree from Stanford University and a Bachelor of Science from M.I.T.

Edythe "Dede" McClatchy Pahl
Executive Director
Investment Management Consultants Association

Edythe "Dede" McClatchy Pahl is Executive Director of the Investment Management Consultants Association, a 6,500-member organization dedicated to the educational and ethical standards for investment management consultants in the United States, Canada, and Australia. Ms. Pahl joined the association in 2006 after several years serving as an assessor for the American National Standards Institute, particularly in the area of personnel certification standards (ISO/IEC 17024).

Ms. Pahl also spent 10 years with the Certified Financial Planner Board of Standards in Denver, most recently in the position of Chief Operating Officer. Before that, she worked at the College for Financial Planning, Great-West Life Assurance Company and several other private companies.

As a volunteer, Ms. Pahl serves as the public member of two nursing organizations: the American Board for Nursing Specialties and the Credential Committee of the Commission on Graduates of Foreign Nursing Schools, International. She is past president of the board of the National Organization for Competency Assurance and currently serves on its Leadership Council. In her spare time, Ms. Pahl assists the North American Securities Administrators Association with exam questions for the Series 63, 65 and 66 examinations.

Her educational background includes an MBA from the University of Colorado and a BA from Newton College of the Sacred Heart in Newton Centre, Massachusetts.

David G. Tittsworth
Executive Director/Executive Vice President
Investment Adviser Association

David Tittsworth has spent much of his professional career in the public sector, working in all three branches of government. He began his legal career as a research attorney for the Kansas Court of Appeals in 1978, then moved on to state government. In 1983 he was appointed as chief counsel of the Kansas Department of Transportation, where he supervised a staff of attorneys and advised the department on legal and administrative issues. In 1985, Mr. Tittsworth joined the bond counsel firm of Gilmore & Bell in Kansas City, where he advised state and municipal officials on tax issues.

He moved to Washington, D.C., in 1987, first serving as associate staff on the House Budget Committee and, in 1989, becoming senior counsel to the House Subcommittee on Transportation, Trade and Hazardous Materials. Two years later he left Capitol Hill to become general counsel and a partner with a government relations firm (now Chambers, Conlon & Hartwell), where he represented the Investment Adviser Association and other clients.

In 1992, Mr. Tittsworth returned to Capitol Hill as counsel of the House Committee on Energy and Commerce, a position he held until joining the Investment Adviser Association as executive director and executive vice president in October 1996. Today he manages all of the association's activities, including its involvement in a wide variety of regulatory, legislative, educational and business issues that affect the profession.

The Investment Adviser Association is a non-profit organization dedicated to serving the interests of the investment advisory profession. Established in 1937, the Association's membership today consists of more than 500 SEC-registered advisory firms that collectively manage in excess of $9 trillion for a wide variety of individual and institutional clients.

Marvin W. Tuttle, Jr., CAE
Executive Director/CEO
Financial Planning Association

Marvin Tuttle, CAE, has been executive director/CEO of the 28,500-member Financial Planning Association® (FPA) since January 2004. Previously, he served as associate executive director and publisher/editor of FPA's flagship publication, the Journal of Financial Planning. He held various leadership roles with one of FPA's predecessor organizations, the Institute of Certified Financial Planners, beginning in 1983. In 1996, he received the Certified Association Executive designation from the American Society of Association Executives (ASAE), denoting his skill and expertise in association management. That same year, ASAE recognized the Journal of Financial Planning, which was under his guidance, as the Most Improved Magazine/Journal for large associations in the United States.

Mr. Tuttle serves on the board of directors for the Academy of Financial Services and the Advisory Panel on Medicare Education and is a past president of the Colorado Society of Association Executives. He earned a bachelor's degree in journalism from Drake University.