Blaine is President and CEO of fi360, which provides training, tools, and resources in support of our mission of promoting a culture of fiduciary responsibility and improving the decision making processes of investment fiduciaries.

Previously the Chief Knowledge Officer and Director of Training for fi360, he is the primary architect of the AIFA program and a major contributor to the development of the Fiduciary Excellence concept that is at the heart of our products and services. He is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine. In 2011, he was named to Investment Advisor magazine's IA25 list of the most influential people in the investment advisory community.

Blaine received his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors. For several years, he also served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation.

Rich is the COO of Fiduciary360, which delivers training, tools and resources for investment fiduciaries. As one of the main instructors for fi360 Training, he is instrumental in providing investment education and training programs that award the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) professional designations. He also provides oversight to fi360 Tools, which has developed sophisticated Web-based tools and reporting, including the innovative fi360 Fiduciary Score and the Fund Family Fiduciary Rankings for trustees and investment professionals.

Rich assisted with the development of the industry's fiduciary handbook series, Prudent Practices for Investment Fiduciaries.

Rich graduated from the United States Coast Guard Academy with high honors in Economics-Management, where he received the Superintendent's Award for leadership at graduation. During his twenty-year Coast Guard career, he served aboard three ships as Operations Officer, Executive Officer and Commanding Officer respectively. In addition, he held various senior-level financial management positions, including an assignment to the National Pollution Funds Center, a newly established Coast Guard unit responsible for managing the $1 billion Oil Spill Liability Trust Fund. Rich received his Master's of Business Administration degree (Magna Cum Laude) with an emphasis in Operations Research from George Washington University.

Duane Thompson is president of Potomac Strategies LLC, a legislative and media relations consulting firm in the Washington, D.C. area. He also serves as Senior Policy Analyst at fi360. Previously he was managing director of the Financial Planning Association's Washington office.

Thompson has 20 years of experience lobbying on business issues in both Washington and more than two dozen state capitals around the country. As FPA's chief lobbyist, Duane was responsible for developing and managing a combined lobbying, public relations and litigation campaign that successfully challenged the SEC's controversial "Merrill Lynch" rule. The rule created a loophole in securities regulation that Wall Street exploited for seven years by allowing stockbrokers to compete on an unlevel playing field with financial planners in providing fee-based advisory services. A federal appeals court agreed with FPA and overturned the rule in 2007, requiring investment banks to transfer some $300 billion in 1 million brokerage accounts to the fiduciary protections of adviser regulation.

Before joining FPA, Thompson worked for the International Franchise Association, primarily on state legislative issues. Previous to that he worked on congressional staff as a press secretary and in the Reagan White House press office.

Thompson holds the Accredited Investment Fiduciary® designation, a Master's in journalism from the University of Missouri, and a Bachelor of Arts in history and studio art from Principia College in Illinois. He resides in Kensington, Maryland, with his two children.

Steve is the Vice President of Global Sales, responsible for strategic growth and development.

Rydzak brings more than 16 years of experience in sales and marketing. Prior to joining fi360, he served as Director of Business Development, Banking Specialist for Kanbay International, a global information technology outsourcing company with headquarters in Chicago, Illinois. Prior to Kanbay, Rydzak co-founded the U.S. operation for SDI Technologies, an information technology consulting and outsourcing company headquartered in Singapore. He was instrumental in defining and implementing the growth strategy for their future success. In addition, Rydzak has held executive-level sales positions at Dun & Bradstreet Corporation in the Pittsburgh region and General Binding Corporation, covering the Pacific Southwest region in Arizona and Nevada. Rydzak holds a B.S.B.A. from Robert Morris University.

Andy is the Director of Products and Services with Fiduciary360 (fi360). In this role, he oversees fi360's suite of products and services delivered through the Training, Tools and Resources business lines. He is responsible for the development of a product from concept through to launch and the management and improvement of existing products.

In his preceding position with fi360, Andy directed the Tools line of business. He helped to develop the fi360 Fiduciary Score&trade and the Fund Family Fiduciary Rankings&trade as well as other proprietary fi360 innovations that have become industry standards.

Andy has been with the company since its inception, helping to build it from a start-up operation to one of the most well known training and technology providers in the industry.

Prior to joining fi360, Andy worked in the actuarial division of a global consulting firm. He received a Bachelor of Science degree in Mathematics from Pennsylvania State University and has completed the MBA Essentials program at the Joseph M. Katz Graduate School of Business, Center for Executive Education at the University of Pittsburgh. In addition, he has earned the Accredited Investment Fiduciary® designation and holds the NASD Series 65 license.

Heather joined fi360 in January 2005 as the company's Project Officer. Her responsibilities lie mainly with the Center for Fiduciary Studies. She recently graduated from the University of Pittsburgh with a B.S.B.A. in Marketing. Her most recent professional accomplishment was acquiring the Accredited Investment Fiduciary® Designation in April of 2005.

Judy coordinates all accounting functions, taxes, budgeting, audits, and benefits plans and assists in contract negotiations.

She joined fi360 following seven years as Assistant Treasurer at CS McKee, a Pittsburgh investment firm. She received an M.B.A. degree with a concentration in human resources from Waynesburg University and earned a B.S. degree in education from Indiana University of Pennsylvania.

George is the senior technology officer at fi360 and is responsible for the IT strategy and implementation of all software, hardware and networks.

He has been working in the information technology field since 1996. He began his career as a systems programmer at G.T. Systems, Inc. in Jeannette. Later, he served in a series of progressively more responsible positions at Education Management Corporation where he was most recently a project manager. He holds a B.S. degree magna cum laude in information science and an M.B.A. degree with a concentration in information systems, both from the University of Pittsburgh, and is a certified Project Management Professional (PMP).

Ben is the Communications Manager for fi360. Ben oversees all communications and manages the Resources line of fi360. His responsibilities also include messaging, brand management, copyrights and trademarks, and publications.

He received a B.A. in English from Virginia Tech in 2003 and an M.S. in Journalism from Ohio University in 2010.

Kristina's primary role is to monitor, write, speak and otherwise represent fi360 on legislative and regulatory developments impacting investment fiduciaries. She also provides subject matter expertise to the fiduciary professional designation courses and software tools developed by fi360 and serves as in-house counsel. Since joining fi360, Kristina also has served as a special advisor to the Committee for the Fiduciary Standard, a group of investment professionals and fiduciary experts who advocate that all investment professionals who provide advice be held to the fiduciary standard. Kristina is a member of the American Bar Association and the Financial Planning Association of Pittsburgh, for which she previously served as the Director of Government Relations, and serves on the the AICPA Personal Financial Planning Division's Legislative and Regulatory Task Force.

Prior to joining fi360, Kristina served as a Special Counsel for four and a half years in the Office of Chief Counsel of the Division of Trading and Markets at the U.S. Securities and Exchange Commission, specializing in broker-dealer regulation. Prior to that, she was as an associate with Troutman Sanders, LLP for two years, specializing in energy regulation. Kristina earned her J.D., cum laude, at Georgetown University Law Center, her M.B.A. at Georgetown University's McDonough School of Business, and her B.S.B.A. in Accounting and Computer & Information Systems, magna cum laude, at Robert Morris University.

Kevin has been with fi360 since its inception. In 2001, he built upon the original prototypes of the mutual fund analyzer and launched them as a commercial site.

He is responsible for designing and building many of the early tools, including the industry’s first available online Asset Allocation Optimizer and the technologies behind developing the fi360 Fiduciary Score and Fund Family Fiduciary Rankings.

In his current position, he continues to build and enhance fi360's existing tool set.

Kevin has over fifteen years experience designing and writing custom software. Prior to joining fi360 in 2001, Kevin wrote custom applications for the energy industry. These applications enabled companies to compete in a newly deregulated marketplace.

Kevin received a Bachelor of Science degree in Electrical Engineering from Pennsylvania State University.

Dave heads up the Tools business line. He is responsible for product development and management of the online tools and other tools-related products. Dave also is the core relationship manager for individual advisor subscriptions to the online tools.

Dave graduated Magna Cum Laude from the University of Pittsburgh in 2003 with a B.S.B.A in Finance. Dave holds the Accredited Investment Fiduciary designation, the NASD Series 65 license and is a Chartered Financial Analyst (CFA) Charterholder.

Linda is the Office Assistant with fi360. Her primary duty is to field all incoming calls and direct them to the appropriate areas of fi360. She also assists the fi360 executives and staff, and is charge of the Fiduciary Store.She joined the company in April 2004.

Linda brings with her ten years of experience as a receptionist and an administrative assistant for Merrill Lynch and American International.

Jeff is a Software Developer with fi360. He is responsible for the development and maintenance of the fi360 Tools suite. He plays a critical role in the quarterly data updates to the fi360 Tools. He joined the company in January 2005.

Jeff received an Associate in Specialized Technology Degree in Computer Programming from Pittsburgh Technical Institute.

Lloyd is a Software Developer with fi360. He is responsible for the development and maintenance of the fi360 Tools suite. He plays a critical role in the quarterly data updates to the fi360 Tools. He joined the company in April of 2004.

Lloyd received an Associate in Specialized Technology Degree in Computer Programming from Pittsburgh Technical Institute.

Michael is responsible for product support and demonstrations of fi360's Tools. He also assists in the enhancement and quality assurance of the Tools.

Michael obtained his MBA from the Katz Graduate School of Business at the University of Pittsburgh while concentrating in Finance. He also has graduated from Miami University with a BS in Business, majoring in Management Information Systems. He has recently received the Accredited Investment Fiduciary® designation from fi360.

Ryan joined fi360 full-time in May of 2006. He began his career at fi360 in the Training department, but has since transitioned to the Designations team and into the important role of Designations Coordinator. His primary responsibility is to provide support for the growing group of individuals who have earned the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) Designations, as well as to seek out and implement value-added benefits and services for Designees. Ryan graduated from the University of Pittsburgh in April of 2006 with a degree in marketing from the College of Business Administration.

Harry joined fi360 in March of 2010 bringing more than twenty years of information technology experience with him in his role as the company's systems administrator.

He began his career as a programmer working for a number of companies including Pittsburgh's own Consol Energy, where he maintained a real-time process control underground monitoring system and developed a rail coal car tracking system for their Baltimore Terminal facility.

While working as a programmer analyst with Martin County School District in Stuart, Florida, his career took a turn toward the network design and administration areas of information technology. There he played a significant role in the successful implementation of their district-wide networking infrastructure and was considered for the 1995 Florida School-Related Employee of the Year program.

More recently, Harry worked as a system specialist for McKesson Automation, where he provided nation-wide server recovery support and was nominated for the 2009 President's Award of Excellence.

Harry holds a Bachelor of Science degree in Information Technology from the University of Phoenix; where he graduated with honors, and an Associate of Science degree in Computer Science from Penn State University.

Carl Becker is the Fiduciary Solutions Consultant for fi360, responsible for strategic growth and development of fi360's educational programs.

Carl brings more than fourteen years of experience in education, sales and marketing to his position. Prior to joining fi360, he served as a Project Associate at EDMC (Education Management Corporation) in Pittsburgh. Prior to that, Becker was a Senior Account Executive in sales and marketing for CBS Radio in Pittsburgh for six years as well as Clear Channel Communications in Texas for five. During his career, Carl has also spent seven years as freelance writer for the San Antonio Light and Morgantown Dominion Post newspapers. Carl is a graduate from Point Park University in Pittsburgh with a B.A. in Journalism and Communications.

Sherri Bauman is the Training Programs Manager for fi360. Sherri is currently responsible for the development and revisions to our web-based and capstone programs for the AIF® and AIFA® designations, as well as development of additional programs. Sherri joined fi360 in May of 2010.

Prior to joining the fi360 team, Sherri began her career at All-Pak Inc., a Division of Berlin Packaging. There, she developed an extensive background in quality management as the Quality Assurance Assistant Manager, the ISO 9001:2000 Management Representative, ISO Lead Auditor and Corporate Trainer. She is currently completing her degree at the University of Phoenix in Business Management, as well as completing her CompTIA CTT+ Certification and Microsoft Office Specialist (MOS) Certification.

Ed Gazdag is a Software Developer with Fi360. He is currently responsible for development and maintenance of the fi360 Tools Suite. Ed joined the company in May of 2010.

Prior to joining fi360, Ed began his career in 2005 as a Developer at U.S. Steel. Ed received a Bachelor of Science degree in Computer Science from California University of Pennsylvania.

Allie Cooper joined fi360 in January 2011 as the organization's Communications Coordinator. She assists the Communications Manager with all aspects of communications, including quality control and oversight, media monitoring, and social media.

Allie graduated in 2010 from Ohio University with a Bachelor’s degree in Organizational Communication, and a minor in Business Administration.

Leonard Vasilko brings more than 25 years of experience in education, sales and sales management.

Prior to joining fi360, he served as an admissions representative in the Graduate School of Education at Education Management Corporation (EDMC).

Leonard has spent several years as an insurance broker and agent and continues to hold licenses in several states.

During his career he has spent seven years in both sales and as a program manager at the IBM Corporation.

He holds a Bachelor of Science degree in business and economics from West Virginia Wesleyan College and is a veteran of the U.S. Navy

Renee Watkins joined fi360 in March 2011 as the company's Marketing Coordinator. Renee is responsible for supporting all of the marketing department's major activities and projects related to corporate branding, marketing communications, and event planning.

Prior to joining fi360, Renee worked at PITT OHIO in Pittsburgh, PA as a Marketing Assistant where she assisted the company on different marketing projects including the creation of various marketing campaigns, corporate communication pieces, database management, and the coordination of company events. Renee began her career in 2006 as a Market Development Representative at PITT OHIO in which she exceeded her sales quota by $372,500 and generated 47% of department’s revenue, which ranked her as the Top Market Development Representative for the 2007 fiscal year. From there, Renee progressed to an Inside Sales Representative position and later transferred in to the role of Marketing Assistant.

Renee graduated from The University of Pittsburgh at Johnstown in 2006 with a Bachelor of Arts degree in Communication, specializing in the areas of Public Relations and Advertising.

Alex joined fi360 in May of 2011 as Designations Associate. She assists the Designations Coordinator with all aspects of designee support and management. Her primary responsibilities include assisting designees with the maintenance and continuation of their designation.

Alex brings more than seven years of experience in the customer service industry with her to fi360. She is fluent in three languages, and working on her fourth. She is currently writing her thesis for a Political Science degree from Chatham University.

Amy joined fi360 in May 2011 as Training Coordinator. She supports AIF and AIFA students as they enroll, study for and complete training programs.

Prior to joining fi360, Amy worked in the Dangerous Goods division of All-Pak/Berlin Packaging for five years, beginning as an account coordinator and moving into the role of procurement specialist. In that position, she built relationships with vendors of UN-rated packaging components, coordinated shipping logistics and assembly rebuild projects, and developed new products for pharmaceutical and chemical customers. Amy holds a Bachelor of Arts degree in French from Bethany College, where she minored in Communications. She continues to give private French lessons.

Sarah Lucas joined fi360 in July 2011 as the Accounting and Legal Assistant. She assists both the company's General Counsel and Director of Finance in the daily operations of the Finance and Legal departments, including accounts receivable, accounts payable, monthly reporting, contract administration and document management.

Sarah graduated in 2010 from Indiana University of Pennsylvania with a Bachelor’s degree in Criminology Pre-Law. She previously served as an intern for The National Center for Victims of Crime, working primarily on the VictimLaw database, an online database of victims' rights-related legal provisions.

Cody joined fi360 in September 2011 as Tools Product Associate. He is responsible for product support and quality assurance of fi360's Tools suite.

Prior to joining fi360, Cody worked at The Bank of New York Mellon as a trade specialist. He provided professional support to investment managers through timely and accurate processing of trade instructions and related transactions. During his tenure at BNY Mellon, Cody interacted with over 250 financial institutions and strengthened relationships with J.P. Morgan, Goldman Sachs, PNC, Prudential, and Invesco.

Cody served as an advisory board member for Aurora Technology Solutions, an education technology start-up company, and researched financing options and supply chain management improvements. Additionally, Cody managed business operations for Pitt Pendulums and held an executive board position within the group for three consecutive years; his initiatives generated financial support and public awareness for the Animal Rescue League of Pittsburgh, the Lupus Center of Excellence and the Hillman Cancer Center through cooperative event planning.

Cody graduated from the University of Pittsburgh in 2011 with a B.S.B.A. in Finance and a minor in Economics.