Steven G. Blum holds the degree of Juris Doctor from Northeastern University, a Master of Laws in Taxation from New York University, and a Master of Education from Harvard University. He teaches at the Wharton School of the University of Pennsylvania and at the Athens Laboratory of Business Administration in Greece. He has been advising clients on the financial aspects of their lives for more than 15 years.

Mary Q. Bonfini is a Certified Public Accountant. She holds a Masters in Business Administration from Villanova University and a Bachelor of Science in Accounting from St. Joseph's University. Mary has been working with individuals and businesses in financial matters since 1990.