About the Contributors

Kevin Brolley

Since 2003 Mr. Brolley has been the managing partner at Oceans Four Development Corporation, a Florida real estate investment company.

Prior to this he spent 16 years in investment banking in London, England. From 1997 through 2002, he was a managing director with JPMorgan Chase and was responsible for the European Credit Sales team covering institutional investors. His team's products covered the full credit spectrum from high grade to high yield, cash and credit derivatives, and structured products. They were a leading player in the development of the CDO business. He also worked seven years with Morgan Stanley and two with Drexel Burnham Lambert.

He received his bachelor of arts degree from the University of Florida, with high honors, and his MBA from Trinity College, Dublin, Ireland.

He resides in Delray Beach, Florida, with his wife, and has two daughters recently graduated from college. He is an avid cyclist and fisherman.

John Burke

John Burke owns and manages Burke Financial Strategies. In 2015, The Financial Times listed him as one of the top 400 advisors in the country. He has been a practicing financial advisor since 1983, and during his extensive career has helped thousands of clients with financial planning and investment management. John is also a well-respected strategist; his research was published in the July 2010 issue of the Journal of Financial Planning. He has appeared frequently on CNBC and Fox Business News and has been quoted in numerous financial publications.

John's career began at Merrill Lynch, where he was hired as a financial advisor in December 1983. He then joined Smith Barney and later Morgan Stanley, and was named to both firms' President's Clubs. Since joining Raymond James, he has been named to the firm's prestigious 2011, 2012, 2013, and 2014 Chairman's Council.

John received his undergraduate degree in finance from Lehigh University. He went on to earn the Certified Financial Planner™ certification in 1992, and also earned his master's degree in financial planning in 2003.

In addition to Burke Financial Strategies, John owns the Academy for Continuing Professional Education, which provides continuing education classes for accountants in central New Jersey. He is also an active member of his community and church, St. Paul's Episcopal Church in Westfield, New Jersey, where he has served as treasurer.

Bob Centrella, CFA

Bob Centrella, CFA, is president and managing partner of Forza Investment Advisory, LLC. Bob is a former equity mutual fund portfolio manager with 29 years of experience in the financial services industry, including 23+ years as a professional money manager serving both institutions and private clients. Bob holds the Chartered Financial Analyst® designation (1993), has an MBA in finance from George Mason University (1990) and a bachelor of science in accounting from the University of Scranton (1983). Prior to founding Forza Investment Advisory, Bob spent 14 years at MacKay Shields, where he was a senior managing director ($30 billion total assets) and co-head of all growth equity assets and portfolios. He also served on the Investment Committee of the Total Return Fund, a balanced mutual fund. During his career, he has worked for several types of financial institutions including banks, a government agency (FNMA), blue-chip insurance companies, and investment management firms. This experience, coupled with his education, provides a unique perspective from which to advise clients and manage investments. (Note: CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.)

David Pasi

Since autumn 2010, David has been the senior portfolio manager for Delta Financial Group, Inc., a registered investment advisor. David began his career in 1982 working as an auditor for national and then international money center banks. From the mid-1980s to 2010, David worked at a number of financial institutions, as well as started and managed a hedge fund (1996–2000). He has an extensive fixed income, portfolio management, and derivatives trading background, as well as experience in risk management, accounting, operations, and audit.

He has been an active member of numerous financial industry organizations and also serves in a leadership capacity with charitable and civic groups.

In May 2011, David Pasi joined the board of Aspen University and is a director on the audit committee. Aspen University is a publicly traded corporation. Aspen is exclusively online education, operating for-profit, primarily seeking students who are enrolling in a graduate-degree programs.

David has a dual degree from Rutgers University in economics and accounting.

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