As a Senior Wealth Strategist, Dan is responsible for leading the delivery of holistic advice to new clients of Northern Trust through investment, fiduciary, banking and wealth planning professionals. He has over 25 years of experience in serving business-owning families, corporate executives, professionals, not-for-profits and other wealth owners in a variety of wealth management and private banking roles.

Dr. Eddie Thompson founded Thompson & Associates. As CEO, he provides leadership and direction to over 45 seasoned charitable estate planners with Thompson & Associates. Dr. Thompson has planned thousands of estates, which has generated billions of dollars to charity during his forty plus years working with nonprofits. In 1983, Eddie obtained his Doctor of Education in Higher Education Administration from Vanderbilt University. His doctoral dissertation was on successful fund raising methods. His academic achievements include two MA degrees and a BA and Associate of Fine Arts.

Phyllis Silverstein serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Phyllis leads a team of experienced specialists that provides philanthropic advice to Wells Fargo clients and is responsible for enhancing our philanthropic offering to clients, helping her team deliver exceptional client service, and managing risk within her region.

Tia J. Graham has worked in the field of philanthropy for nearly two decades. Over this time, she’s had the pleasure of helping a diverse group of donors fulfill their passions for public media, higher education, community philanthropy and medical research. Tia has helped facilitate over $10 million in charitable gifts over her fundraising career.

Lisa M. Chmiola, M.S., CFRE, is Director of Gift Planning for the Catholic Community Foundation, Archdiocese of New Orleans. Previously, she served in major and planned giving roles at Tulane University and St. Agnes Academy in Houston, Texas. An AFP Master Trainer since 2014, Lisa has presented at four AFP International Conferences, and a variety of AFP and other industry association regional conferences, chapter meetings, and webinars. She also serves as an adjunct instructor in Rice University’s Center for Philanthropy and Nonprofit Leadership.