James R. Sotell, AIF® - Jim has over 18 years ERISA experience dealing with Plan Sponsors and 401(k) plans. He previously was a Vice President with Fidelity Institutional Retirement Services Company. Jim consulted with over 120 Plan Sponsors in implementing their investment strategy and plan design strategy. In his previous role, Jim was responsible for developing and implementing custom education programs for over 200 Plan Sponsors. In addition, Jim was involved on the operational side with Fidelity's institutional retirement customers. Jim holds the Accredited Investment Fiduciary™ designation. The AIF® Program graduates are specially trained in investment fiduciary responsibility and portfolio management. He completed the FIIRG Investment Management Institute Training conducted by the Harvard Business School . Jim holds a BA in History with a minor in Economics from Hobart College. He also studied at The University of Edinburgh. Jim is a member of the Triangle Benefits Forum. He is currently working with CAI, a non-profit employers' association with over 1,000 member companies, in providing fiduciary training to its membership. Jim has appeared numerous times as a financial expert for NBC-17's Your Money segment.

Cynthia B. Brown, CPA, CEBS - Cynthia has over 20 years experience working with all aspects of retirement plans. Cindy spent seven years with Aon Consulting as an Employee Benefit Consultant. In addition, Cindy was President of a third-party administration firm that provided compliance and recordkeeping services. Cindy has experience as a Plan Sponsor being a former Finance Director. Currently Cindy's role with Comperio is to support clients with plan reviews, provider searches, plan due diligence analysis, investment analysis, compliance issue resolution, plan design and installation, and employee communication. She earned an AB in Political Science and an MBA in Finance from Miami University. Cindy is certified as both a CPA and an Employee Benefit Specialist (CEBS). Since 1996, she has volunteered her time with the NC Association of CPAs (NCACPA) and has served as President for the Triangle Chapter and currently serves as the Treasurer for the NCACPA. She is committed to increasing Financial Literacy in the community and has had numerous speaking engagements on this topic.

Charles D. Leedy, CFA - Chuck has over 25 years institutional investment experience including 14 years on Wall Street, having worked in the fixed income departments at Goldman Sachs and Salomon Brothers. In addition, Chuck was Investment Director (1994-2003) at the University of North Carolina at Chapel Hill for their $1.2B Endowment. He was responsible for manager selection and asset allocation. He holds the Chartered Financial Analyst (CFA) designation and currently serves as Co-Chairman of the Investment Committee for the Triangle Community Foundation ($120M). Chuck received a B.S. degree in Commerce & Engineering, with a concentration in finance from Drexel University. Chuck has a Masters of Business Administration from Harvard Business School (1984).