Presenters

Linda Duessel, CFA, CPA, CFP

As senior equity strategist, Linda Duessel is part of the team responsible for formulating Federated Hermes’ views about various equity market conditions and the firm’s positioning strategies. She is also responsible for articulating the strategy, process, positioning, and performance of Federated Hermes’ equity portfolios.

Linda has been a regular contributor to CNBC’s “Closing Bell” and other programs. In addition, she has appeared on Fox News “Your World With Neil Cavuto” and Bloomberg Television. Linda has also been extensively quoted by Associated Press, The Wall Street Journal and Barron’s and has been featured in the annual roundtables for USA Today and Smart Money Magazine. Linda also discusses personal finance with investor groups across the country on topics of interest ranging from the impact of the alternative minimum tax to investing for retirement. She has more than 35 years of investment experience.

Linda earned her master’s degree from Carnegie Mellon University and bachelor’s degree from Wharton School of the University of Pennsylvania. Linda is a CFA® charterholder, CPA and a CFP® professional.

Wes Casto

Wes Casto, P.E. is a 2009 graduate of Marietta College with a Bachelors in Petroleum Engineering. He is a licensed Professional Engineer in Ohio and a Certified Mineral Appraiser with the International Institute of Mineral Appraisers. Wes’ consulting firm, Casto Petroleum Engineering (CPE), serves clients in the oil and gas industry such as operators, financial institutions, mineral buyers, attorneys, and individual estates. CPE’s expertise is in the evaluation of reserves and economics associated with Appalachian oil and gas assets. Since 2015, CPE has been providing reserve reports, mineral appraisals, expert witness testimony, and other services related to vertical and horizontal wells.

Bob Keebler

Robert is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

Alison Sacriponte

Alison Sacriponte is a seasoned legal professional specializing in corporate, business, and technology law. With extensive experience consulting for startups and established businesses across the United States and the European Union, she serves as a trusted outside legal counsel. Her expertise spans multiple sectors, including AdTech, digital marketing, blockchain, e-commerce, digital media and entertainment, SaaS, and mobile applications.

She earned her B.A. in English Literature from Duquesne University in 2011, her LL.M. in International Legal Sciences from Universitat Pompeu Fabra in Barcelona in 2014, and her J.D. from the University of Pittsburgh School of Law in 2015.

Biohttps://www.spilmanlaw.com/professional/sacriponte-alison-m/