Best Interest Initiative
Board of Directors
John Gilliam, Ph.D., MBA, CFP®, CLU®
John Gilliam is an Associate Professor in the Department of Personal Financial Planning at Texas Tech University. His academic life is strongly influenced by over 35 years of professional experience in the financial services industry. Most recently he helped to create the Best Interest Initiative at Texas Tech University. John has served on the national board of the Society of Financial Service Professionals, National Chairman of the Society's University Partners Program and the Illustration Questionnaire committee.
Terri Getman, J.D., CLU, ChFC, RICP, AEP
Nationally recognized lecturer, author and advisor to financial representatives
Terri Getman is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client's estate, business and executive benefit plans
William “Bill” Gustafson, Ph.D.
Gustafson has B.S. and M.S. degrees in Agricultural Economics from Southern Illinois University at Carbondale and the Doctor of Philosophy in Family and Consumption Economics from the University of Illinois at Urbana-Champaign. He served as Program Director of one of the original 20 CFP Board registered programs from its establishment in 1987 until 2001. He served on the first IBCFP Board (now CFP Board) of Examiners, the first Board of Directors of the Association for Financial Counseling and Planning Education. He founded and served as Senior Director of the Center for Financial Responsibility at Texas Tech University. He has appeared in over 150 television and radio presentations concerning financial planning topics and industry. He has been quoted in The Wall Street Journal Online, The Christian Science Monitor, Baltimore Sun, Houston Chronicle, San Antonio News Express, Dallas Morning News, U.S. News and World Reports, USA Today, Accounting Today, Dow Jones Investment Advisor and Financial Planning magazine.
Kim O'Brien, MBA, CFP
Vice Chairman and CEO of Americans for Annuity Protection
Kim has 35 years of experience in the insurance industry beginning as in 1981 as office manager for an insurance agency. Most recently Kim served NAFA, The National Association for Fixed Annuities, for almost 12 years and helped the annuity industry to secure many legislative and regulatory victories. In between, Kim worked as a marketing executive for major insurance companies and was responsible for annuity and life insurance product lines.
Linda H. Stimac, CFP®
Managing Principal, Peak Development Consulting LLC
Linda's important contribution to the financial services industry has been to help thousands of financial advisors become expert facilitators of decision making. During a time of cataclysmic changes in the role of the financial advisor and the nature of the advisory business model, Linda's work has been critical to the success and survival of the many financial services organizations that have engaged her, either in an executive management capacity or as an external consultant. Read more
Elvin D. Turner, JD, MBA
Turner Consulting LLC
Elvin Turner JD, M.B.A. is President of Turner Consulting LLC. He is a Wellness Advocate, enhancing corporate health wellness programs with a seminar series that relate wellness concepts across topics in health, personal finance and the preparation for retirement; his seminars help audience participants to make the connections between the seemingly separate behaviors that enrich their overall lives. He offers his seminars to employees of corporate employers as well as to associates in non-profit organizations. He partners with professional advisors, presenting their specialized expertise in audience-friendly formats. In addition, he counsels with financial services firms regarding consumer trends that are critical to their businesses. Finally, he is a member of the Executive Committee for the Society of Financial Services Professionals (FSP). He is Chair of the Diversity Committee for FSP.
Dick Weber, MBA, CLU, AEP
Founder and President of The Ethical Edge, Inc.
Dick Weber is President and primary consultant for The Ethical Edge, Inc., providing fee-only analytics and consulting services to family offices and high net worth individuals. For 25 years a successful life insurance agent and 20-year life member of the Million Dollar Round Table, he joined Merrill Lynch Insurance Group, and from late-1993 to early 1996 was Vice President and Manager of Client Education and Field Development.