Board of Directors

WISE^®
Women Investing In Security and Education^®
Board of Directors
- a philanthropic educational organization -

Executive Committee
	Linda Barlow, CFP, President and Chairman of the Board of Directors of WISE, has more than 30 years experience in the financial services industry. She is a Registered Investment Advisor, Certified Employee Benefits Specialist and a Certified Tax Specialist and has taught at California State University, Fullerton and the University of California, Irvine. Named one of Bloomberg’s Top Wealth Managers every year since 2002, Linda is a frequent guest on public television and has often been quoted in the Orange County Register. As past Chairman of the Financial Planning Association, Orange County Chapter, she also serves on the Board of Directors for Women Investing In Security and Education (WISE), WomanSAGE, Mariposa Women’s Center and Flying Doctors of Mercy. Ms. Barlow has licenses in life, health, and disability insurance, and is a notary public. She has a Master of Science Degree in Financial Planning from Southern States University, and a Bachelor of Science degree in Business Administration/ Accounting from LaSalle University.

	Helen M. Olson, Ph.D., V.P. Fund Development and Wise Founder, is a founding member of the Invest in Yourself Conference and is Founder and Founding Chairman of WISE, Women Investing in Security and Education, a non profit foundation formed in 1999. She was the 1999 and 2000 Invest In Yourself Conference Chairman. Dr. Olson currently focuses on managing investments and on teaching and speaking. She is retired from a career in molecular biology and clinical chemistry having published extensively in those areas. Dr. Olson is a founding member of a mid-county investment club and has assisted with the formation of two additional investment clubs in San Clemente. She is founding President of the San Clemente Sand Dollar investment Club. Dr. Olson is a director of the Orange County regional council of the National Association of Investor’s Corporation(NAIC), and teaches stock selection methods and analysis for the NAIC. In the past, Dr. Olson was honored as UCLA Graduate Woman of the Year and taught at UCLA. She serves as a volunteer and has presided over numerous organizations particularly in the educational community.

	*Lynn Kozlowski, Vice President - Marketing, WISE* Investors Newsletter Editor-In-Chief,** Ms. Kozlowski was honored in 2006 as WISE Volunteer of the Year for her contributions to the organization and as a NAWBO “Remarkable Woman” Honoree for WISE. She has served on the Board of WISE as Vice President of Marketing and as Editor-In-Chief for the WISE Investors Newsletter, since its formation in 2000. She is also a founding member of the Annual Invest In Yourself: Financial Strategies Conference for Women in which she has served since 1997 as Public Relations Chair and currently, Marketing Communications Chair. As a founding director of the Orange County Regional Chapter of BetterInvesting (formerly NAIC), Lynn has served on the board since 1995 as Vice President of Marketing & Public Relations. Since 1999, she has served as Editor of the BI OC Chapter Newsletter and is a member of the BI OC Model Investment Club. Ms. Kozlowski has over eighteen years experience in retail management, public relations and marketing and is employed with South Coast Plaza as Executive Administrator, Domestic and International Markets. And since 1990, is co-owner of Colorcraft Custom Painting & Wood Staining with her husband, Steve. Ms. Kozlowski is graduated from Ball State University, with a Bachelor of Science degree in Fashion Merchandising & Public Relations, and has also earned a Certificate in Marketing & The Media from California State University, Long Beach.

	Dorothy Heide, Ph.D., Chief Financial Officer, is the Associate Dean and Professor of Management Emeritus, College of Business Administration and Economics, Cal State Fullerton. The school is the largest undergraduate business school in California and second largest in North America serving over 7,500 students. She serves on the Board of Governors of the University's Patrons of the Library. She is also on the Editorial Review Board of the SAM Advanced Management Journal published by the Society for the Advancement of Management.

	Angi Christensen CPS, Board Secretary, has more than 25 years of extensive administrative service. She works for the City of Santa Ana as Secretary to the City Manager and works closely with the Mayor and City Council. She earned her CPS (Certified Professional Secretary) certificate in 1987 and has been an active member of IAAP (International Association of Administrative Professionals) since 1985. She served as president of the local Orange Empire Chapter in 1995 and 1999 and has received many honors, including President’s Award, California Division Award, OEC Secretary of the Year, and the Distinguished Chapter President’s Award. While working as an Executive Assistant in the JC Penney Regional Office, she was asked to join their management program. After she graduated from the program, she was promoted to Merchandise Manager and worked in several stores throughout Los Angeles and Orange County. She attended California State University, Long Beach, and enjoys the friendships she has made and maintained with her high school and college friends. She is a devoted grandmother of four and enjoys traveling with her husband and taking a yearly camping trip with her children and their families. Also, she enjoys walking, recreational reading, and traveling with her girlfriends.
Board Members

	Marji Adams, MBA, Board Member and Membership Chair, has been actively involved teaching break-out sessions at the Invest In Yourself conference for the past seven years. She is Past President of the Orange County Chapter of Better Investing and remains on the Board of Directors as an instructor. In her teaching role for Better Investing, she teaches both beginning and advanced workshops and conducts investment club visits. She is founder and president of Trustee Partners, Inc., a firm specializing in the administration of personal and family trusts. She received her undergraduate degree from U.C. Riverside and her MBA from the Graziadio School of Business at Pepperdine University. She most recently completed the Personal Financial Planning curriculum at U.C. Irvine, including investments and estate planning. Ms. Adams also spent 15 years in research and development for an international computer software development firm. She is an avid golfer and has been actively involved on the Board of Directors for Executive Women's Golf Association, Orange County Chapter for seven years. A native Southern Californian, she has lived in Orange County for the past twenty years.

	Karen Caporaso, CFP, Board Member and WISE Choices Chair

	Anita Daily, Board Member and WISE Conference Chair

	Consuelo Mack, Board Member, joined CNBC in 1998 as part of the network’s strategic alliance with Dow Jones and is one of the most accomplished women in business journalism. In addition to being CNBC’s senior correspondent, she is also anchor and managing editor of “The Wall Street Journal Report” -- positions she has held since 1987. Winner of an Overseas Press Club Award and nominated for an Emmy Award for Excellence in Background and Analysis, “The Wall Street Journal Report” is a nationally syndicated business, financial and economic news program, distributed and produced by CNBC. The half-hour weekly newscast provides the clarity, depth and insight of ‘The Wall Street Journal” in a television magazine format. Additionally, Mack has been anchor and editor of “The Asian Wall Street Journal Report,” a weekly business program syndicated throughout Asia. She also hosted the 1996 PBS documentary series “Emerging Powers” and the 1994 PBS special “Pacific Rift.” In 1986, before joining “The Wall Street Journal Report,” Mack was anchor and executive editor of “Today’s Business,” TV’s first nationally syndicated daily business news program. She has been a contributing reporter on NBC’s “Today” Show, and from 1982 to 1986 was founding news editor and co-anchor of the ACE Award-winning “Business Times,” a live hour-long daily news program on ESPN. Prior to her television career, Mack held a number of research and money-management positions at prominent Wall Street investment firms, including Merrill Lynch and Mitchell Hutchins. She is the recipient of an Outstanding Young Women in America Award and a Media Award for Excellence in Advancing Financial Understanding presented by the New York Chapter of the International Association for Financial Planning. Mack was recently honored by the Women’s Economic Round Table with their first Lifetime Achievement Award for Women in Print and Electronic Financial Journalism. Mack graduated from Sarah Lawrence College with a bachelor’s degree in English literature, history and political science.

	Darlene March, Board Member and WISE Education Chair , is President of March Media Relations. Over the course of her career, Ms. March has cultivated highly sophisticated media relations strategies and publicity programs targeting the financial markets and the investment community. Ms. March has worked extensively with financial book publishers, authors, investment advisers and mutual fund portfolio managers to develop effective communications channels to their respective audiences through national financial news outlets. She has developed and conducted several successful book and investment newsletter promotion campaigns, including the national promotion of the New York Times best selling book, ChangeWave Investing. Her nationwide publicity campaign for the Fabian Lemon List was instrumental in generating more than 10,000 media and customer inquiries. As a specialist in media tours, event management and speaking tours, Ms. March has conducted a number of highly successful tours in major financial markets, including Chicago, Florida, Ls Vegas and San Francisco. She has booked her financial adviser and portfolio manager clients at numerous national conferences and on major financial news broadcasts. Her clients have appeared regularly on CNBC, Fox News Channel, CNN, CNN-fn, and Bloomberg TV. Moreover, her clients are often sourced in The Wall Street Journal, New York Times, Money magazine, Forbes and on nationally syndicated radio talk shows.

	Julia W. Rappaport, Ed.D., Board Member, is an Educational Consultant. She holds a doctorate in Education from USC and a Master’s degree in Administration. She is co-founder and past president of the Bulls, Bears & Ladies investment group, has founded two additional groups and has served as consultant in organizing new investment clubs. She is a member of the Protocol Commission of the Orange County Office of Protocol & International Business Development and is designated as Deputy Chief for Education. She serves on the Advisory Committee to the California State Dept. of Education and the National Advisory Committee to the American Horticultural Society. As a charter member of the Center Club she serves on the Board of Governors, the Executive Committee, several additional committees and has initiated a number of Club programs. In addition she maintains an active role in regional performing arts organizations, travels extensively with her husband and as an avid experienced gardener enjoys her garden of flowers and vegetables as much as she enjoys the challenges of investing.

Advisory Board
	Dr. Victoria Collins, Ph.D., CFP, Invest In Yourself Conference Founder, a principal in The Keller Group, has been named among the "best financial advisers" in the country by Worth Magazine for five consecutive years. Recipient of the Outstanding Business Woman Award by the Orange County Business Journal, Victoria serves on the Orange County Register's financial experts' panel. Dr. Collins has written or co-authored six books, most recently Best Intentions: Ensuring Your Estate Plan Delivers Both Wealth and Wisdom. She's been interviewed on Good Morning America, CBS News, CNBC, PBS and quoted in the Wall Street Journal, Business Week, USA Today, Money magazine, the Los Angeles Times and The New York Times.

	Jane Hall, Ph.D., Advisory Board Member, is an internationally recognized expert on the economics of regulation and the environment. She has published more than 60 governmental and agency reports, journal articles and book chapters on a broad range of topics, including national economic policy, the Asian economic crisis, and the economic costs of pollution. Her research resulted in a book, Air Pollution and Regional Economic Performance: A Case Study (1997, JAI Press). She has made presentations throughout the United States and in such countries as Australia, Thailand, and Belgium. She is Professor of Economics at California State University, Fullerton and Co-Director of the Institute for Economic and Environmental Studies. She has also served as the Acting Dean of the College of Business and Economics. She was named Cal State Fullerton’s Outstanding Professor for 2000-01 and was honored with a California State University Wang Family Excellence Award in May 2001. She has also been a leader in campus governance, serving two years as the Chair of the University’s Academic Senate. Her Ph.D. in Energy and Resources is from the University of California at Berkeley. Dr. Hall serves on several U.S. Environmental Protection Agency panels and committees including the Economics and Assessment Workgroup of the Children’s Health Protection Advisory Committee, the Science Advisory Board Council on Clean Air Compliance Analysis, and the Health and Ecological Effects Subcommittee. She is also a member of several statewide committees including the California Air Resources Board’s Innovative Clean Air Technologies Advisory Committee and was vice chairwoman of the South Coast Air Quality Management Advisory Council for nine years. She is also on the National Academy of Sciences Committee on Air Quality Management and the Scientific Advisory Committee for the Southern California Center for Airborne Particulate Matter. She has consulted for a number of Fortune 500 companies.

	Liz Pulliam Weston, Advisory Board Member, is a personal finance columnist for MSN Money and author of the question-and-answer column "Money Talk," which runs in the Los Angeles Times' Sunday business section and in other newspapers throughout the country. She appears weekly on CNBC's Power Lunch to discuss money issues. Formerly a personal finance writer for the Times, Pulliam Weston is a graduate of the certified financial planner training program at University of California, Irvine.

	Regina M. Schlatter J.D., Advisory Board Member, is counsel in the Corporate Department of Latham & Watkins’ Orange County Office. She represents public, private and non-profit corporations, as well as other entities in corporate, securities, corporate regulatory, executive compensation, corporate finance and contracting matters. Ms. Schlatter has extensive experience advising public and private corporations on securities law compliance and reporting, executive compensation, employee benefit plan design, registration and regulatory compliance, and corporate governance matters. Ms. Schlatter also has a broad range of corporate experience in mergers and acquisitions, commercial agreements, going private transactions, secured lending, debt and equity offerings, private placements and general corporate representation of non-profit clients. Her public corporation representation includes FileNet Corporation, Health Care Property Investors, Infonet, Interpore Cross, Peerless Systems, ResMed, Southwest Water Company, The Sands Regent, Varco International, Watson Pharmaceutical and Weider Nutrition. Ms. Schlatter is a member of the firm’s Company Representation Group and Employee Benefits Group.

	Nella A. Webster, Advisory Board Member, is a Regional Vice President at First AmericanTrust. Ms. Webster has over thirty years of experience in investments, trusts and financialplanning, all in the Southern California marketplace. She is active in communityaffairs and has served on the board of directors or in a leadership role for several nonprofitorganizations. Ms. Webster is currently serving on the Board of Directors forthe California Art Club, the Board of Governors for the Center Club, and is Treasurerof The Pacific Symphony League. Additionally, Ms. Webster is Co-chair for theAlexis de Tocqueville Society for Orange County’s United Way, Chair of Memoriesin the Making for the Alzheimer’s Association and is a Trustee for Musical TheatreWest. Other professional and civic associations include the American Cancer Society Cattle Baron’s League, and the Women’s Philanthropy Fund. She has a B.A. in Economics and Business Administration from Chapman University and a M.B.A. in Marketing and Finance from California State University, Long Beach. Ms. Webster also received her Certified Financial Planner designation from the College for Financial Planning through the University of Southern California

	Lori Lee Yamato Esq., Advisory Board Member, is a partner in the Orange County office of Knobbe, Martens, Olson & Bear, LLP. She has extensive experience in preparing and negotiating intellectual property agreements, including licenses, transfers and joint development of technology, software, and patents. Her practice also includes assisting clients in registering and enforcing trademark rights in the U.S. and in foreign countries, trademark clearance, and patent prosecution and strategy. Ms. Yamato obtained her J.D. degree from the University of Michigan Law School after receiving a B.S. degree in Electrical Engineering from the University of Southern California.

	Jacquin M. Davidson, Advisory Board Member Susan Niedwick CFP,. Advisory Board Member Kit Richard, WISE Webmaster