Lawrence E. Davanzo

Former President of Wilshire Associates

Larry Davanzo served as president of Wilshire Associates and member of the Board of Directors, overseeing the asset management areas of the firm including Wilshire Funds Management and Wilshire Private Markets. Mr. Davanzo, who first joined Wilshire Associates in 1977 and helped to develop the precursor to today’s Wilshire Atlas investment analytics solutions before founding Wilshire Consulting in 1980, rejoined the firm in October 2004 as a senior managing director.

Mr. Davanzo left Wilshire Associates in 1991 to form Asset Strategy Consulting. In 2000, Asset Strategy merged to form InvestorForce, an Internet technology platform serving institutional investors.

Mr. Davanzo began his career at Endowment Management and Research, the investment arm of Yale University.

Mr. Davanzo earned both his BA and Master of Finance at the University of Wisconsin.

A. Scott Logan, JD, LLM, CFP

Former President of Wood Logan Associates

Scott Logan has been involved in the financial services industry since 1968. He was President and Co-Founder of Wood Logan Associates, an independent wholesale marketing and sales organization that was eventually acquired by John Hancock Life Insurance Company.

Additionally, Scott served as senior vice president and national marketing director for Massachusetts Financial Services (MFS).

Mr. Logan is a graduate of the University of the Pennsylvania School of Law and the Boston University Law School Graduate Tax Program. He is also a graduate of the United States Naval Academy, where he recently retired as a two-star Rear Admiral after more than 40 years of active and reserve naval service.

Gerald W. (Bill) Robinson, CLU, CFP

Former Executive Vice President, Pacific Life

Bill Robinson joined Pacific Life in 1994 as chief marketing officer, shortly after the annuity division started, and was promoted to executive vice president in 1997. Over his 14 year career with the firm, his contributions were largely responsible for transforming Pacific Life’s start-up variable annuities unit into one of the leading annuities and mutual funds businesses in the industry. Mr. Robinson retired from Pacific Life in 2009 and now resides in Scottsdale, Arizona.

Mr. Robinson graduated from Central Michigan University in 1970 with a B.S. in Business and also completed MBA Graduate Courses in 1971.

Jonathan Stern, CFA

Current Managing Director, Berkshire Capital

Mr. Stern joined Berkshire Capital in 1998. During his career at the firm, he has completed transactions involving institutional asset management, mutual fund, wealth management, and securities firms. Jon currently co-heads the firm’s institutional and mutual funds practice areas. Jon brings extensive transaction experience in financial services to Berkshire Capital assignments. Prior to joining Berkshire Capital, Jon had spent his entire career at

First Union and a predecessor bank, First Fidelity Bancorporation, beginning in 1984. He has extensive experience in the corporate finance area focusing on M&A and capital planning, and was a Senior Vice President responsible for acquisitions and divestitures in the Northern part of First Union’s franchise. Previously, he held other management roles within the finance division including asset/liability management and accounting & reporting.

Jon graduated from The Wharton School of the University of Pennsylvania with a BS degree in Economics and received an MBA in Finance from Rutgers University. He is also a CFA charterholder.

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