PASSION & PURPOSEPASSION & PURPOSE

KINGDOMADVISORS.ORG

Grow in your faith

Enhance your practice

Network with like-minded advisors

Learn new ideas for youand your clients

Richard Blackaby Ron Blue Bob Coy Bob Doll Anne Graham Lotz Patrick Morley, Ph.D. Bob Shank Al Weiss

Opposing Money Philosophies...

Only One Stands the Test of Time.

Find tools to help you discover God’s Economyfor your business and career, including the newGod Provides™ Film Learning Experience.

CLICK: Crown.org/KingdomAdvisors CALL: 1-800-722-1976

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Welcome From Ron Blue ................................................................................................5Conference Schedule ...............................................................................................6Conference Host & Conference Music ...............................................................................6Hotel Maps

Hotel Map - M4 Grand Ballroom Level (General Sessions & Exhibits) .................................9Hotel Map - M2 International Ballroom Level (Breakout Workshops) .................................11Exhibit Hall Guide (Registration & Conference Resource Desk) ........................................13

Kingdom Advisors Communities & Study Groups ..............................................................14Kingdom Advisors Partners

Premier Corporate Partners .......................................................................................16Premier Ministry Partners ..........................................................................................17Corporate Partners ..................................................................................................18Ministry Partners .....................................................................................................20Resource Partners ....................................................................................................21

2010 Kingdom Advisors AwardsLarry Burkett Award .................................................................................................22Practice Management Award ....................................................................................23Foundation Award ..................................................................................................24Generosity Award ..................................................................................................24Crown Financial Award ...........................................................................................25Community Awards .................................................................................................25

Community Groups ...............................................................................................32Kingdom Advisors Members

Kingdom Advisors Founding Members ........................................................................26Kingdom Advisors Charter Members ..........................................................................28Kingdom Advisors Champion Members ......................................................................31Qualifi ed Kingdom Advisors™ ...................................................................................34Kingdom Advisors Prayer Team..................................................................................52

Passion & Purpose General SessionsSession One Ron Blue .........................................................................................54Session One Bob Shank ......................................................................................55Session Two Anne Graham Lotz ............................................................................56Session Three Al Weiss .........................................................................................58Session Four Richard Blackaby ..............................................................................60Session Five Patrick Morley, Ph.D. .........................................................................62Session Six Bob Coy .........................................................................................64

Breakout Sessions ................................................................................................66

NOTEBOOK TABLE OF CONTENTS

•

•

•

•

•Quick Reference

“I chose The National Christian Foundation (NCF) because their charitable tools are simple to use, reliable, and cutting-edge. And their Christian focus means I’m working side-by-side with a team of experts who have the same passion I do.”

Order today at GenerosityBook.comUse discount code PASTOR2010 for an instant discount off an order of any size.

Randy SchroederPrincipal, Ronald Blue & Co., Houston

Winner, 2009 Kingdom Advisors “Larry Burkett Award”

Randy recommends that his clients use NCF instead of other funds.

Why? Because nothing adds value to his practice like NCF. Now Randy has a like-minded, biblical partner whose charitable solutions are a perfect fit for Christian financial advisors, including:

With NCF, Randy is cementing his client relationships, growing his practice, and impacting the Kingdom for eternity. So what can NCF do for you? Call us at 800.681.6223 to get started, or download our donor-advised fund comparison chart at NationalChristian.com/compare.

NationalChristian.com/compare 800.681.6223

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

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Dear colleagues and friends:

Welcome to the Sixth Annual Kingdom Advisors Conference! We are delighted to have you as a part of this year’s conference, and we look forward to the opportunity to interact with you. Our team has worked hard to provide a great conference and we are excited that you have made the investment to join us.

The theme for our conference is “Passion & Purpose.” Our prayer is that you would renew your passion for the unique Kingdom opportunity that you have and leave with a heightened awareness of God’s incredible

purpose for your life. Our outstanding speakers and breakouts will encourage you in your calling and give you practical ideas to become a more effective disciple of Christ in the marketplace. We have intentionally included times for prayer and worship so we can be renewed as we continue to offer ourselves for our Master’s use.

I want to encourage you to make the most of your time here by being an active participant in the conference events. Strike up conversations, ask questions, meet our partners, and broaden not only your knowledge and skills, but also your networking and prayer circle.

We are delighted to come together for a few days as we seek to explore how we can live with passion and purpose for God’s glory. Thank you for your presence and participation!

Yours in Christ,

Ron Blue

Yours in Christ,

MESSAGE FROM RON BLUE

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CONFERENCE SCHEDULETuesday, February 9

8:00 AM Pre-Conference Workshops

• Biblically Responsible Investing Web Training Preview

• Charitable Planning Strategies for Kingdom-Minded Attorneys and Advisors

10:00 AM Registration Opens

1:00 PM General Session

Speakers: Ron Blue &

Bob Shank

Generosity Award

6:00 PM General Session Dinner

Speaker: Anne Graham Lotz

Practice Management Award

9:00 PM Dessert after Session

Networking Opportunity

Wednesday, February 10

7:30 AM General Session Breakfast

Speaker: Al Weiss

Foundation Award

10:00 AM Breakout Sessions 11:15 AM Breakout Sessions 12:15 PM Break for Lunch 2:00 PM Community Groups

Session 1

3:15 PM Community Groups Session 2

4:15 PM Community Groups Conclude

6:00 PM General Session Dinner

Speaker: Richard Blackaby

Larry Burkett Award

9:00 PM Dessert after SessionNetworking Opportunity

Thursday, February 11

7:30 AM General Session Breakfast

Speaker: Pat Morley

Crown Award

10:00 AM Breakout Sessions

11:15 AM Breakout Sessions

12:30 PM General Session Luncheon

Speaker: Bob Coy

Community Awards

3:00 PM Conference Ends

CONFERENCE HOSTRobert WolgemuthRobert is a favorite at Kingdom Advisors’ conferences. His energy and humor will make our time together a lasting memory.

Marty GoetzMarty’s songs are Scriptures beautifully set to music, leaving listeners spiritually moved, inspired and educated.

CONFERENCE MUSIC

CORE TRAININGK I N G D O M A D V I S O R S

• Learn how to offer biblical professional fi nancial advice that is relevant in any economy

• Bring more value to your clients by offering life counsel from an eternal perspective

• Differentiate yourself in an increasingly commoditized marketplace

Sign Up Now at the Conference Resource Desk

Th is Scholarship provides funding

towards the total amount of the $1,500

Kingdom Advisors Training cost. $750THROUGH MARCH 31TUITION: $1,500

50% of tuition subsidized by the generosity of friends of KA

DEVELOPED & LED BY RON BLUE

FOR TURBULENT TIMESTimeless TruthsK I N G D O M A D V I S O R S C O R E T R A I N I N G

“ Absolutely life changing! My only regret is that I didn’t have this 25 years ago! “

Gary Krings, Fairway, KS

• Experience our convenient OnDemand, on-line format

• Receive 20 hours of CFP®, CIMA or CIMC continuing education credit

• Earn the Qualifi ed Kingdom Advisor™ designation

• Enhance practical application through monthly Coaching Calls with Ron Blue

KEY FEATURES:

FOR BROKER/DEALER USE ONLY - Dissemination to prospective or current investors is prohibited. Investing in real estate or REITs may not be suitable for all investors. Investors should consult a financial professional to determine whether risks associated with an investment in the shares are compatible with their investment objectives. These risks may include limited operating history, reliance on the investment advisor, potential conflicts of interest, payment of substantial fees to the advisor and its affiliates, potential illiquidity and liquidation at less than the original amount invested.

Investing in

REAL ESTATE

SERVICE

RELATIONSHIPS

INVEST IN THE NEXT ™

CNL Securities Corp. carefully scans the horizon to offer investment products and services that we believe will help you pursue your clients’ real estate goals. Real Estate. Service. Relationships. These are the areas in which we focus our energies and resources. Our continuous improvement mindset drives every aspect of our business. We invite you to join us as we continue to Invest in the Next.

www.CNLSecurities.com (866) 650-0650

DELIVERING REAL ESTATE INVESTMENTS FOR MORE THAN 20 YEARS

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

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North Tower M4Grand Ballroom

General Sessions and Exhibits

M4 GENERAL SESSION BALLROOM LEVEL

GET CONNECTEDThere are now

over 170 monthly Study Groups!

T H E B E S T W A Y T O M A X I M I Z E Y O U R M E M B E R S H I P

YOUR LOCAL STUDY GROUP…• is an interactive small-group setting led

by a trained Kingdom Advisors member.• is a place to learn, share and grow.• is a group for prayer and fellowship.• is a forum for relevant fi nancial

and client topics focused on practical application.

• provides engaging monthly DVD presentations from Ron Blue.

FIND a Study Group near you…Visit pages 14 & 15 of this sourcebook or visit www.KingdomAdvisors.org.

START a Study Group in your Community…

Contact Randy Glass National Community Director

Randy.Glass@KingdomAdvisors.org

Michelle Davis Study Group Coordinator

Michelle.Davis@kingdomadvisors.org

…

er.

March2010

February2010January

2010

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

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North Tower M2International Ballrooms

Breakout Sessions

Restrooms Level M3

M2 BREAKOUT SESSION LEVEL

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North Tower M4Grand Ballroom ABC

Exhibit Hall

EXHIBIT HALL GUIDE

1. G.A. Repple & Company

2. Billy Graham Evangelistic Association

3. NEXT Financial Group

4. Waterstone

5. The Timothy Plan

6. Steward Asset Management

7. ECCU

8. OneAmerica

9. FaithShares

10. Helping Hands Ministry

11. Eventide Funds

12. Wycliffe Foundation

13. MMA Praxis Mutual Funds

14. The Stewardship Alliance

15. The Stewardship Alliance

16. Hodges Fund

17. Master Your Money

18. Overseas Council

19. Aris Corporation

20. Robert Pittenger Company

21. Strongtower Financial

22. Cambridge Legacy Group

23. Steward Mutual Funds / Capstone

24. Halftime

25. Faith Comes By Hearing

26. Answers in Genesis

A. CNL Securities

B. The National Christian Foundation

C. Crown Financial Ministries

D. Wells Real Estate Funds

E. Stewardship Partners

16

Hodges Fund

17

Master Your Money

18

Overseas Council

15The

Stewardship Alliance

14The

Stewardship Alliance

13

MMA Praxis Mutual Funds

10Helping Hands

Ministry

11Eventide Funds

12Wycliffe

Foundation

9

FaithShares

8

OneAmerica

7

ECCU

4

Waterstone

5

The Timothy Plan

6

Steward Asset

Management3

NEXT Financial Group

2

Billy Graham Evangelistic Association

1

G.A. Repple & Company

A

CNL Securities

B

The National Christian

Foundation

CCrown

Financial Ministries

D

Wells Real Estate Funds

E

Stewardship Partners

22Cambridge

Legacy Group

21

StrongtowerFinancial

19

Aris Corporation

25

Faith Comes By Hearing

24

Halftime

23Steward

Mutual Funds / Capstone

ConferenceRegistration Desk

Conference Resource Desk:Books, Conference Audio CDs

20Robert

Pittenger Company

26

Answers in Genesis

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Our Kingdom Advisors Communities and Study Groups continue to be one of the most important member resources available to help you develop into the Kingdom-minded fi nancial professional God is calling you to be. To maximize and take advantage of your Kingdom Advisors membership, you need to get locally connected to a Community in your area and participate in a Study Group near you.

Today there are over 70 Kingdom Advisors Communities across the country and internationally with over 170 Study Groups meeting every month. Each Community has one or more Study Groups where you can get connected.

What is a Kingdom Advisors Community? - an environment where deep learning of biblical fi nancial

wisdom and its application takes place - a fun and engaging place to experience unique fellowship

and relationships - a safe and supportive group of fi nancial peers offering

encouragement, motivation, accountability, and prayer - a group with vision to have a tangible Kingdom impact in

their city - a group that is committed to helping every member grow

and develop

What is a Kingdom Advisors Study Group? - an interactive monthly small-group setting for professional

and spiritual learning and fellowship - a group led by a Kingdom Advisors trained member - a group where professionally relevant fi nancial topics from

a biblical perspective are taught, learned, and discussed - a place to share knowledge, best practices, resources,

and ideas - a group focused on applying the learned principles of

biblical fi nancial wisdom into their fi nancial advice and practice

jack@covenant-group.comdank@alliancemin.comtank.tankersley@wachovia.comstevebriggs@petralife.com mike.mungenast@proequities.commeehan.andy@gmail.comhibjr@IsonBrownInvestments.com

bob@bobmerwin.com

jsb@sti.netrick.kasel@kingdomadvisors.orgmlucea@yahoo.comkvontungeln@TVTtrustlaw.comdreinders@afgweb.comsidward@roadrunner.comfi nancialwiser@sbcglobal.netjregitz@newportadvisory.comarlin.l.penner@smithbarney.comjohn@cookewealthmgmt.comcmclucas@ctai-ca.comfred@crmfi nancial.comsebroberg@gmail.comdguillen1@cox.netdkuhn@highland.commastersb@fi nancialnetwork.com

bryanm@livingdefi ned.org edavis@integritybankandtrust.comdamon@AwarenessInvesting.com jeffg@livingdefi ned.orggordon.m.budreau@smithbarney.comLarry@NaultFinancial.comjlhinds@lighthousefi nancial.biz5talents@comcast.net

tony.gigliotti@kingdomadvisors.orgm.weissman@laudadio.comjim.dean@ronblue.commjr@rkccpas.comgaryw@trustwellfa.comrgraybrown@aol.comjfernandez@fendzusa.compaul.kraus@ronblue.comphilip@garepple.comaombres@ameorl.comzack.fulmer@ronblue.comhilgardt@myswm.net Jeff@stewardshipadvisory.comcathy.a.norris@ampf.comswataic@aol.comkris.hartland@lpl.comdeborah@fi nancialadvisorysolutions.commmpn@aol.comKZylstra@minneapolis.nef.comrportermedley@gmail.comrtaylor@idlewild.orgDon@sfgtampa.comstevescalici@gmail.comleslie@familyfi rstfp.comrlekey@comcast.net

bneurohr@nationalchristian.comthomas@diversifyyourassets.commchase@grosscollins.comjblack@legacy-planning-group.compat.mcgarvey@ronblue.comjblack@legacy-planning-group.comtford@strategicsteward.comterri.jarrell@strathyadvisors.comCvi@nctv.com

sgtmajt@msn.com

Birmingham/InvernessBirmingham/Mountain BrookBirmingham/Offi ce Park 1Birmingham/ProEquities

Birmingham/South SideSylacauga

Phoenix

FresnoLA/Ventura Community LeaderLA/Ventura/Beverly HillsLA/Ventura/LancasterLA/Ventura/Stevenson RanchLA/Ventura/VenturaModestoOrange County Community LeaderOrange County/ECCUOrange County/Mariners ChurchOrange County/South CountySan Diego Community LeaderSan Diego/Hazard CenterSan Diego/BonitaSan Diego/OceansideSan Diego/Temecula

Colorado Springs/North

Colorado Springs/Study Group 2

Denver/Smith BarneyDenver/South DenverDenver/WestsideFt. Collins

Ft. Lauderdale Community LeaderFt. Lauderdale/Coral SpringsFt. Lauderdale/Ronald Blue & Co.Ft. Lauderdale/SW BrowardJacksonvilleJacksonville/BeachesMiami/Coral GablesOrlando Community LeaderOrlando/CasselberryOrlando/DowntownOrlando/Metro OrlandoOrlando/West Orlando

Pinellas County/OldsmarPinellas County/SeminolePinellas County/South PinellasSarasota/Gulfcoast Com. LeaderSarasota/GulfcoastSouthwest Florida/NaplesSouthwest Florida/Ft. MeyersTampa/North Tampa-IdlewildTampa/South TampaWest Palm Beach/Palm Beach GrWest Palm Beach/StuartWest Palm Beach/West Palm

Atlanta/AlpharettaAtlanta/MariettaAtlanta/Mount Paran CentralAtlanta/Perimeter CenterAtlanta/Ronald Blue & Co.Atlanta/SuwaneeAtlanta/WoodstockSavannahStatesboro

Honolulu

Jack EyerDon Ankenbrandt*Tank TankersleySteve Briggs Mike MungenastAndy MeehanHarry Brown, Jr.

*Bob Merwin

Jeremy Becker*Rick KaselMarilyn LuceaKevin Von TungelnDave ReindersDr. Sid WardJerry Van Houten*Jim RegitzArlin PennerJohn CookeChuck McLucasFred VaughtScott BrobergDan GuillenDon KuhnBrett Masters

*Bryan Miesel Eric DavisDamon Lane Jeff GottGordon Budreau*Larry NaultLynn HindsBob Seymour

*Tony GigliottiMatthew WeissmanJim DeanMiguel Rodriguez*Gary WilliamsRobert BrownJoe Fernandez*Paul KrausPhilip Van StadenAlec OmbresZack FulmerHilgardt Lamprecht Jeff Rogers*Cathy NorrisBob SwatlandKristine Hartland*Deborah WarringerMichael Grace*Kevin ZylstraRenee Porter-MedleyRob TaylorDon Snyder*Steve ScaliciLeslie CorcoranRichard Ekey

Bruce NeurohrThomas CloudMark Chase*Jerry BlackPat McGarveyJerry BlackTerry FordTerri JarrellSteve Hammond

*John Turner

E-mailLeaderCommunity / Study Group

KINGDOM ADVISORS COMMUNITIESGET CONNECTED

Visit our Annual Conference Resource Desk for more information and to learn how to get started or contact:

Randy Glass:National Community Director - randy.glass@kingdomadvisors.org

Michelle Davis:Study Group Coordinator - michelle.davis@kingdomadvisors.org

GET CONNECTED TODAY!

V A l C f R D k f

Start a new Study Group in your Community!

*Community Leader

ALABAMA

ARIZONA

CALIFORNIA

FLORIDA

GEORGIA

COLORADO

HAWAII

P A S S I O N & P U R P O S E • K I N G D O M A D V I S O R S . O R G

PAGE: 15

lance.greco@wfadvisors.com

kwallace@wintrustmortgage.comjjodrey@harvestbible.org john.yukawa@ronblue.comBrian@BrianAVoss.comlicruz@cruzfg.com timothycruz@cruzfg.combill_stevenson@ml.com richard_voit@ml.comPaul@CPAtaxhelp.com john@amicadvisor.comalhe@sbcglobal.netjeff.huizenga@cliftonfi nancial.com

bdunn@camidwest.comfoyer_kyle@nlvmail.comkevin.w.kaufman@gmail.com

matt@syversonco.comgtenpenny@kansascity.nef.com

james.c.hanna@ampf.com

sallen@rfhco.com y4030@bellsouth.netgilliam@gilliammease.com

Jason.Krohn@RaymondJames.combcgettel@comcast.netcurt@ccurtisfi nancial.com mmiller@northridgechurch.comdblackmore@wradvisors.com

jnelson@sigmarep.comdavid.laurion@raymondjames.comsopdahl@thesfc.comkathy.waters@wellsfargo.comdwestin@qais.bizdhitchcock@ncstrategies.netjeff.robinson@familyfi nancial-usa.comrlueck@theadvocategroup.comginger.r.ewing@ampf.comsteve.rehm@thrivent.com

anissa@ancpakc.comjerry.sackberger@wachoviasec.com

ron.anderson@wachoviasec.com

cahs@atocapital.com

mdoyle@nmchristian.orgdcoffi ng@gmail.comryanmummert@msn.com

joe@calderawealth.com

mcollie@colliefp.comjplummerclu@yahoo.comrownbey@carolina.rr.comwayne.hewett@wfadvisors.commjette@carrollfi nancial.comhunter.pugh@ronblue.comjohn.putnam@nmfn.com rtodd@carrollfi nancial.comkdhobart@earthlink.net

Cedar Rapids

Chicago/The LoopChicago/Harvest Bible Chapel

Chicago/North ShoreChicago/Northwest

Chicago/Oak Brook-Merrill Lynch

Chicago/Oak Forest-Orland Park

Chicago/WestPeoria

Indianapolis/Group 1Indianapolis/Group 2West Lafayette

Kansas City/Overland ParkKansas City/Mid-America Group*Kansas City/Lee’s Summit, MOTopeka

LexingtonLouisville/East EndLouisville/Downtown

Bad AxeDetroit/Group 1Detroit/Northridge Church

Grand Rapids

BemidjiTwin Cities Community LeaderTwin Cities/CarlsonTwin Cities/DowntownTwin Cities/MinnetonkaTwin Cities/North-NorthwestTwin Cities/South Metro-BurnsvilleTwin Cities/West Metro-CarlsonTwin Cities/InverGrove HeightsRochester

Kansas City/Eastern Jackson CountySt. Louis

Lincoln

Northern Bergen County

Albuquerque Community LeaderAlbuquerque/MidtownAlbuquerque/Westside

Las Vegas

AshevilleCharlotte/Center CityCharlotte/GastoniaCharlotte/Lake Norman-HuntersvilleCharlotte/Matthews-Indian TrailCharlotte/PromenadeCharlotte/South Park

Hickory

Lance Greco

*Kevin WallaceJames Jodrey John YukawaBrian VossLuis Cruz Tim CreathBill Stevenson Rick Voit*Paul Dillman John HerzogAnn ElliottJeff Huizenga

*Brent DunnKyle FoyerKevin Kaufman

*Matthew SyversonGary Tenpenny(See Missouri)Jim Hanna

*Stephen AllenJane Connell-YoungJosh Gilliam

Jason KrohnBrian GettelCurt Whipple Michael Miller*David Blackmore

Joe Nelson*David LaurionSteve OpdahlKathy WatersDan WestinDavid HitchcockJeff RobinsonRick LueckGinger EwingSteve Rehm

Anissa Nelson*Jerry Sackberger

Ron Anderson

Annie Hung-Scanga

*John MooreDale Coffi ngRyan Mummert

*Joe Caldera

*Michael CollieJeff PlummerRon Ownbey Wayne Hewett*Michael JetteHunter PughJohn Putnam Ruth ToddKirk Hobart

benjamin.c.glover@gmail.comTES@tespiveycpapa.comJason.steele@morgankeegan.comfl oyd@cwmteam.comjoe.mitchiner@mitchinerlaw.comherzog2@msn.com

gsummers@cinci.rr.comgsummers@cinci.rr.comrfairfax@highlandusa.netrshumaker@mcdonaldhopkins.comkmahon@highlandusa.net kevin@balancedassetmanagement.comsandra@fpperspectives.comed.white@edwhiteonline.comaaronavery@munnwealth.com

joe.williams@hhbc.comjoe.williams@hhbc.comdtippens@csbyukon.comsaugust@emailcfs.com james.nichols@ingfp.com

judah@familywealthinstitute.com

jeff_cave@ml.commike@assetplanningservices.comjack_dempsey@farmfamily.com

roger.sims@lpl.comrogersfg@charter.netmmiller@planfi rst.comHughB@SCCFonline.org jwspacpa@yahoo.com

JerryBetzler@hahnfi nancialgroup.com

john_stophel@ml.comtom@campbellportfolios.comtimcooke@comcast.net

hahenegar@cccfdn.orgsamclyatt@epbinternet.comMPierce@MartinPierceLaw.comkevin@crossbridgewealth.comDCLenoir@CenturionInvestmentPartners.commark_pierce@ml.com

jgay@ffplan.com pete@portstrat.comgunnar.johnson@gatewaypeople.comgishe@fi nancialnetwork.comduane.dollar@rbc.commisty@rbafi rm.comjmunchbach@gmail.comcraig@craigwear.combradley_dennison@ml.comgreg.reid@telemuscapital.comjeff.thomas@ms.comdan.baker@nmfn.comrandy.schroeder@ronblue.comhenry@dennard.com

joe.helms@ronblue.comscott.rahn@wfadvisors.comhans.r.boehm@ampf.com

mail@grylka.chpwchan77@gmail.comPhilippe@covenant.ca

Raleigh-Durham/CaryRaleigh-Durham/DurhamRaleigh-Durham/Inner BeltlineRaleigh-Durham/North RaleighRaleigh-Durham/West RaleighWinston-Salem

Cincinnati/West ChesterCincinnati/MidtownCleveland/Group 1Cleveland/EastCleveland/West

ColumbusDaytonToledo

Oklahoma City/Henderson Hills BaptistOklahoma City/MetroOklahoma City-West-YukonTulsa

Portland

Philadelphia/Central Bucks CountyPhiladelphia/Montgomery CountyPhiladelphia/Wilmington

Greenville/GreerGreenville/Group 1Greenville/PlanFirstSpartanburg

Sioux Falls

Chattanooga Community LeaderChattanooga-UTC-DowntownChattanooga/Brainerd Baptist

Chattanooga/DowntownChattanooga/East BrainerdChattanooga/Hixon-North RiverJohnson CityMemphisNashville

Dallas/Group 1

Dallas/SouthlakeFt. WorthHouston/Beltway 8-Briar ForestHouston/Champions AreaHouston/Clear LakeHouston/ConroeHouston/DowntownHouston/GalleriaHouston/GreenwayHouston/Riverway-UptownHouston/WestTyler

SeattleSpokaneVancouver

Switzerland/LangenthalMalaysia/Kuala LumpurCanada/Langley BC

Ben GloverThomas SpiveyJason SteeleFloyd Green*Joseph Mitchiner*Art Herzog

*Jerry SummersJerry Summers*Randy FairfaxRoger ShumakerKevin Mahon Kevin DossSandra Heusinkveld*Ed White*Aaron Avery

*Joe WilliamsJoe WilliamsDoug Tippens*Steve August Skip Nichols

*Judah Musick

*Jeff CaveMichael HalvorsenJack Dempsey

Roger SimsJon RogersMike MillerHugh Brantley Bill Strickland

Jerry Betzler

*Kevin StophelTom FrancesconTim Cooke Jim BarberHenry HenegarSam Clyatt*Martin PierceKevin Wilson*David LenoirMark Pierce

*John Gay Pete MatterGunnar JohnsonEd GishDuane DollarMike RiddleJim MunchbachCraig WearBradley DennisonGreg ReidJeff ThomasDaniel Baker*Randy SchroederHenry Dennard

Joe Helms *Scott RahnHans Boehm

Werner GrylkaPaul ChanPhilippe Straforelli

E-mailLeaderCommunity / Study Group E-mailLeaderCommunity / Study Group

*Community Leader

NORTH CAROLINA (CONTINUED)

ILLINOIS

INDIANA

KANSAS

KENTUCKY

MICHIGAN

MINNESOTA

MISSOURI

NEBRASKA

OHIO

OKLAHOMA

OREGON

PENNSYLVANIA

SOUTH CAROLINA

SOUTH DAKOTA

TEXAS

WASHINGTON

INTERNATIONAL

IOWA

NEW JERSEY

NEW MEXICO

NEVADA

NORTH CAROLINA

TENNESSEE

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

PAGE: 16

Stewardship Partners is a leader in the fi eld of Christian Worldview Investing (CWI) and has a distinctly Christian approach to Socially Responsible Investing (SRI). Founded by ex-Templeton fund manager Rusty Leonard in 2000, Stewardship Partners combines both highly skilled and experienced portfolio management capabilities with the most extensive database of information available on the activities, both positive and negative, of public companies. Armed with these skills and research, we seek to invest our client’s portfolios in securities of those fi rms that offer the best combination of long-term capital appreciation potential and biblically-based values so that our clients can be assured that their Christian worldview is refl ected in their investment portfolio. Stewardship Partners markets its separate account investment management services ($100,000 minimum account size) primarily through fi nancial consultants and fi nancial planners.

Kingdom Advisors is pleased to present the following Premier Corporate Partners. These companies represent the highest level of commitment and are integral to the continuing success of Kingdom Advisors. The Premier Corporate Partner designation is reserved for a select group of companies who have demonstrated an unparalleled commitment to the vision and mission of Kingdom Advisors in their work.

PREMIER CORPORATE PARTNERS

Wells Real Estate Funds is a national real estate investment management fi rm that purchases existing Class-A offi ce and industrial properties leased long term to creditworthy tenants. Wells was the largest purchaser of Class-A offi ce and industrial real estate in 2002 and 2003, according to the New York-based Real Capital Analytics. In its investment products, Wells serves more than 160,000 investors nationwide with more than $6 billion in assets representing 31 million square feet of commercial space.

CNL Securities Corp. offers the next generation of real estate investment products to help fi nancial advisors thrive in today’s market. A subsidiary of CNL Financial Group, Inc., the company has worked with an extensive network of more than 367 FINRA member broker/dealer fi rms and more than 23,597 registered representatives nationwide. Since inception in 1986, CNL Securities Corp. has raised more than $11 billion in private and public offerings through its network of broker/dealer fi rms. With a focus on real estate, service and relationships, the company continues to Invest in the Next™. Contact CNL Securities Corp. managing dealer, Member FINRA/SIPC (866) 650-0650.

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Since 1982, The National Christian Foundation (NCF) has helped thousands of people give close to a billion dollars to the ministries and causes they believe in – rather than to the federal government in the form of taxes. NCF helps:

Individual givers make a greater impact with their charitable giving, give practically any asset entrusted to them and balance their giving with income needs.

Ministries and churches offer their supporters innovative ways of giving, which can lead to signifi cant new funding for their organization.

Professional advisors (fi nancial planners, CPAs, attorneys and others) offer their clients charitable giving expertise, which builds stronger client relationships.

To learn more, visit NCF on the web at www.nationalchristian.com or call 800.681.6223.

FOUNDING CORPORATE PARTNERS

PREMIER MINISTRY PARTNERS

Crown Financial Ministries is a merger of two ministries: Larry Burkett’s Christian Financial Concepts and Howard Dayton’s Crown Ministries. Crown’s mission is to train Christians to handle money from God’s perspective. It offers biblically-based advice on various areas of personal/family fi nance, including budgeting, debt reduction, charitable giving and investments. Crown’s primary vehicle is a very well-attested small group Bible study designed for use at the local church level.

Generous Giving was launched in 2000 by The Maclellan Foundation, a recognized leader in Christian grant-making for 60 years. Generous Giving’s mission is to motivate followers of Christ toward greater biblical generosity, and encourages givers to live with open hands to God. Through relationships and experiences, thousands are realizing the joy of giving, and resources are being deployed for God’s purposes around the world.

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MMA Praxis Mutual Funds is a leader in faith-based investing for individuals and institutions. Grounded in religious principles of the Mennonite and Anabaptist traditions, the funds offer investors the opportunity to engage their faith through stewardship investing practices. Mennonite Mutual Aid, the parent corporation of the funds, is an agency of the Mennonite Church USA and has been offering fi nancial services for over fi fty years.

CORPORATE PARTNERS

Aris provides customized wealth management, retirement plan and trust services. Sophisticated risk management processes and technologies are utilized to create investment portfolios based on client risk profi les and objectives, including biblical, faith-based or social criteria. Utilizing multiple issues screening software and extensive manager due diligence, Aris identifi es investment vehicles to create portfolios built on the same risk based philosophy as Aris’ traditional strategic and tactical portfolios. Aris’ customization further provides for the ability to transfer existing holdings in-kind and also provides for the ability to manage taxes. Aris provides a complete turnkey solution including investment due diligence and monitoring, account transitioning, rebalancing, consolidated performance reporting, and billing, freeing the advisor to focus on client relationships and planning needs. Retirement plan capabilities include defi ned contribution and defi ned benefi t plan design, administration, and consulting. Retirement plan and trust portfolios may also be constructed based on biblical, faith-based or social criteria.

Cambridge Legacy Group is a community of fi nancial professionals who have pledged themselves to helping people make smart choices about their money. We are the premiere provider of The Smart Money Experience(TM), a fully integrated implementation of Values-Based Financial Planning(TM). The result is a fully integrated planning process, complete with a Deliverables Team of Subject Matter Experts, that gives you and your clients the highest probability of achieving your goals. We believe that your clients achieving their goals and fulfi lling their God-given purpose is the greatest evidence that you have indeed served them well as a Trusted Advisor.

Our vision at G.A. Repple & Company is to see advisors transform communities across the country through Workplace Ministry. We wish to see advisors impact their communities by teaching biblical stewardship, and providing Godly fi nancial counsel. We wish to see every church and ministry with a Stewardship Minister and a Foundation.

Evangelical Christian Credit Union (ECCU) exists to help evangelical organizations and ministry-minded individuals become better stewards of their fi nances. ECCU serves churches, ministries and Christian schools across the country and missionaries around the world. As a member-owned fi nancial cooperative, we gather funds and lend these to growing organizations to further the Kingdom. Service by service, our job is delivering banking services that support the achievement of your ministry’s goals. We measure our success through the increased effectiveness we deliver to your ministry.

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NEXT Financial Group was founded by a group of passionately independent investment professionals and is now 80% owned and managed by its representatives. At NEXT, you are free to create your own vision of success, and have complete autonomy to customize fi nancial services for each investor. Unlike fi rms, we are not affi liated or owned by an investment or insurance company. We’re a community of individuals that discuss, share, and inspire each other. We live and breathe a shared value of outstanding service, and provide our representatives the support they need to grow and run their businesses successfully. With ownership available to every representative and employee, everyone at NEXT has a voice and input into how the company is run. It’s a philosophy that has resulted in extraordinary company growth and history-making industry accolades such as “Broker/Dealer of the Year.*” In fact, our own representatives have voted NEXT Investment Advisor magazine’s “Broker/Dealer of the Year” * for 6 consecutive years. *2001-2006; Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/Dealers rated highest by their representatives are awarded “Broker/Dealer of the Year.”

A leader in its fi eld, the Steward family of mutual funds offers investors of faith peace of mind while seeking to meet their fi nancial goals. Fund investors can invest in both stock and bond funds, many of which are index funds. All Steward funds are no-load, which means there are no sales fees to buy or sell the funds. In addition, all Steward funds employ sophisticated screening disciplines to insure investors do not need to compromise their convictions with the companies they own. The Steward funds are the most rapidly growing faith-based fund family in America.

Strongtower Financial is one of the nation’s leading fi nancial services providers, serving churches, ministries, and individual investors with fi nancial solutions that truly matter. Strongtower Financial provides churches and Christian non-profi t religious organizations with capital and services ranging from permanent fi nancing and bond underwriting to investment and cash management services. Strongtower Financial is the nation’s leading originator of church bonds and has provided fi nancial services to over 4,000 churches. The Company is also a full-service broker dealer, providing a wide range of fi nancial services and money management to individuals and organizations.

For more than 20 years, the Robert Pittenger Company (RPC) has researched, evaluated, and purchased undeveloped land in the path of urban growth areas. Through a proven strategy of acquiring property, where the potential for development has been clearly demonstrated, RPC offers exceptional land purchasing opportunities to its investors. To date, RPC has acquired and invested in excess of $200 million of undeveloped land. Our success in determining future paths of progress in stable growth regions earned annual returns on average of 20% IRR (compounded annual rate) net to our investors. All our investments are through equity participation, with no debt and no future development obligation or risk. For further information, please visit our website at www.pittengercompany.com or call Daniel Burns at 704.365.0065.

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MINISTRY PARTNERS

Billions of people across the globe are waiting to hear the lifesaving Gospel message, and each day 93,000 of them pass into eternity—without hope. God has given the Billy Graham Evangelistic Association unprecedented opportunities to take His Good News to the ends of the earth. Along with evangelistic Crusades, BGEA is using many innovative outreaches, including Dare to Be a Daniel evangelism training for youth, Billy Graham Rapid Response Team crisis ministry, the World Evangelism Through Television project, My Hope, and Rock the River Tour evangelistic concerts for the next generation.

Our mission and purpose is to serve and assist donors in their charitable giving for Kingdom purposes in the most cost effective and efficient manner. Helping Hands Ministries performs the following: Gifts/Support to Individuals, Non-Complex Gifts – Simple Gifts, International Grants, Loans, and Corporate Scholarship & Benevolence Funds.

Partnering with local churches, denominations, and Christian organizations around the world, CCC seeks to help fulfill the Great Commission by building spiritual movements everywhere so that everyone knows someone who truly follows Jesus. Our strategy of Win -- Build -- Send guides our activities as we develop self-replicating movements across the globe.

OC equips nationals for Christian leadership through its ongoing partnerships with a worldwide network of leadership training centers. These partners include seminaries, Bible colleges and Christian universities that share our vision to develop godly leaders for a global church that is fully engaged in fulfilling Jesus’ Great Commission. They have a successful track record of training pastors, teachers, missionaries, and lay leaders in their own cultural context.

Our mission is to reach poor and illiterate people worldwide with the Word of God in audio, discipling them in their mother tongue. Our commitment is to record Audio New Testaments for every people group and to start Audio Bible listening programs for the world’s oral majority, so that they can experience the hope and salvation of Jesus Christ.

Our team of professionals offer unique legal and fi nancial experience to individuals, businesses, and charitable organizations to put resources into effective evangelism today... and tomorrow.

The family is an institution that cuts across every nation and culture. The timeless principles presented at FamilyLife conferences and events are universal truths that every family needs. Conferences have now been held in numerous countries around the world, teaching couples God’s blueprints for the family in the language and context of their culture.

We are a non-profit corporation that serves several organizations based in the United States associated with global Bible translation efforts. The Wycliffe Foundation is a gift-planning ministry that informs people about programs like wills, trusts, and annuities. For more information on the Wycliffe Foundation, visit: www.wycliffefoundation.org.

Our purpose is to serve you and your family. That has been our goal since 1977, when child psychologist Dr. James Dobson started a small 15-minute radio weekly broadcast. Our broadcasts now reach 220 million listeners daily, on over 7,000 stations in 160 countries. We’re on the front-lines wherever legislation threatens to harm the family. We keep the printing-presses running with brochures, newsletters, magazines, and books to help make sense of marriage and parenting.

Answers in Genesis is an apologetics (i.e., Christianity-defending) ministry, dedicated to enabling Christians to defend their faith and to proclaim the gospel of Jesus Christ effectively. We partner with churches by providing resources, speakers, an award winning web-site, and a 70,000 square foot Creation Museum to train and disciple their congregation.

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MasterYourMoney.comLIFE WELL LIVED. MONEY WELL SPENT.

RESOURCE PARTNERS

H O D G E S C A P I T A L

Halftime is an organization dedicated to helping successful people pursue significance. Our partnership with Kingdom Advisors enables you to bring our expertise along side your financial planning practice, to better serve your clients who may be in Halftime.

The Stewardship Alliance is a “marketplace ministry” serving Christian professional advisors, preparing and mentoring them for client leadership in Life Stewardship based on biblical principles. TSA offers education and training, including charitable tools and techniques leading to greater generosity.

At The Timothy Plan®, we believe we have designed an excellent mutual fund family to serve the needs of concerned investors. We believe there is a genuine difference between Timothy and other investment options – one that can help you combine your investment goals with your moral convictions.

MasterYourMoney.com makes a lifetime of Ron Blue’s teaching accessible to individuals with financial needs and questions. The website is a place where those with pressing questions can find answers backed by biblical wisdom and we invite you to use the website as a tool to communicate with and further educate your clients.

Eventide Asset Management, LLC offers the Eventide Gilead Fund (NASDAQ: ETGLX/ETAGX/ETCGX) to individual and institutional investors. Our goal is to sustain market outperformance by investing in companies that operate with integrity and profi t from ethical and sustainable activities. It is our hope that Christian values based investors will fi nd Eventide Asset Management to be a valuable partner.

FaithShares is a family of Exchange Traded Funds whose portfolios are aligned with the “Socially Responsible Investing” guidelines as published by each of the fi ve largest Christian Denominations in the United States. Each ETF contains 100 equally weighted, large-cap stocks whose business is not deemed to be an objectionable industry by the various denominations. FaithShares Advisors, LLC will be donating a minimum of 10% of its’ net income on a pro-rate basis to charities or missions aligned with each of the denominations.

Hodges Capital is an investment advisory fi rm managing assets for institutions, endowments, family offi ces, and individuals. Hodges Capital is also the advisor to fi ve mutual funds. As a manager of separate accounts, Hodges Capital can use one of the fi ve strategies in a separate account for a client. Hodges Capital was founded in Dallas, Texas in 1989 by Don Hodges. The Hodges Family has been involved in assisting clients with their investment needs for 20 years.

OneAmerica Financial Partners traces its solid foundation more than 125 years in the insurance and fi nancial services marketplace. Its nationwide network of companies and affi liates offers retirement plan products and services, individual life, group and credit insurance, and annuities.

SAM was formed out of a passion and commitment to excellence in assisting Christian investors and institutions in growing their wealth in accordance with biblical principles. We screen our portfolios using the Biblically Responsible Investing Institute (BRII) screening criteria and they are managed by top-tier investment management fi rms.

Waterstone is a Christian organization whose passion is to help transform you clients’ accumulated assets into “living water,” while keeping you closely involved in the process. Contact our offi ce to explore the many gifting solutions available through Waterstone.

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LARRY BURKETT AWARDT. RANDALL FAIRFAX, CFP®, HIGHLAND CONSULTING ASSOCIATES, CLEVELAND, OHIO

Randy Fairfax understands that faith is worked out in experiences and relationships. Every day, at Highland Consulting Associates, he offers purposeful, biblical guidance to his clients, as he takes to heart the faith-lessons of his own life.

As a young man, Fairfax spent a year preparing for a mission trip abroad, only to come up $100 short with one day left. That day, an anonymous donor provided the funds that allowed him to take the trip, leaving a lasting impression of God’s provision. The

power of that experience permanently impacted Fairfax, who still seeks to trust God in all and who sees himself as a steward of God’s resources. During his early years in banking, Fairfax saw that many clients were negatively impacted by a combination of “less than optimal” technical tools combined with the inherent confusion, lack of security, and family communication issues surrounding fi nances. He also realized that the Bible addresses all of these areas and applies to both believers and non-believers. The realization that he could help clients “exercise biblical Truth, whether they personally believed it or not,” gave Fairfax greater purpose in his professional life.

While he understands that “wealth creates loud noises, unintended distractions, and confused perspectives for people,” Fairfax knows that by bringing biblical wisdom into a client conversation, he can clarify confusion by seeking to “inform, understand, ask the right questions, and advocate on their behalf.” By bringing Truth to bear on client relationships, Fairfax fi nds that clients are better able to steward their resources intentionally, exercise greater generosity, and understand their purpose. Over his life, Fairfax has been impacted by the Christian infl uence of close family members, pastors, friends, and other servant leaders in the business world. He sees ministry as “using the tools, abilities, and resources I have where I am to enjoy and refl ect God’s goodness and glory.” Because he humbly embraces life’s experiences and the infl uence of godly relationships, Fairfax willingly and confi dently takes his faith to the marketplace each day.

Randy Fairfax, CFP® and Qualifi ed Kingdom Advisor™, received a BS in Accounting and MBA in Finance from The University of Akron. He is active in Kingdom Advisors as a leader of the Cleveland Community, the Charitable Giving Group, and the Business Group, as well as being a Task Force member and an advisor-coach. Fairfax and his wife, Courtney, attend The Chapel and have three grown children: Ryan (married to Laura), Jordan (married to Rachel), and Breanne.

2009: Randall E. Schroeder, CFP®

2008: Janice A. Thompson, CFP®

2007: James H. Shoemaker, CFP®

2006: Kenneth B. Frenke, CFP®

2005: William F. Robertson, CFP®, CLU, ChFC

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Beginning in the early 1970s, while on staff with Campus Crusade for Christ, Larry Burkett began to teach the Body of Christ how to apply biblical wisdom to their fi nancial affairs. As founder of Christian Financial Concepts, which later became Crown Financial Ministries, Burkett’s ministry had a tremendous impact, the results of which will benefi t generations to come. He was a spiritual giant in his generation.

Early in ministry, Burkett recognized the importance of the role that professional advisors play in encouraging the fi nancial decisions of their clients. He had a desire to develop a generation of godly fi nancial professionals who would integrate biblical wisdom into their counsel.

Kingdom Advisors is a product of Burkett’s work and vision. Beginning as the Christian Financial Planning Institute in 1997, Kingdom Advisors has grown to over 4,000 members and is committed to training an army of Christian fi nancial professionals who are passionate about helping their clients manage their fi nancial resources according to God’s timeless wisdom.

In appreciation of Burkett’s life and his desire to see a network of Christian fi nancial professionals, Kingdom Advisors established the Larry Burkett Award.

This award recognizes annually a Christian fi nancial professional who has demonstrated by their life and work those qualities that epitomize what Burkett desired to see in a Christian fi nancial professional:

• An evangelical faith and fervor • Christian character in its most

complete sense • Unparalleled professional competency • Integration of biblical wisdom into all

of their advice and counsel

The award reminds the Kingdom Advisors’ community of the debt owed to Larry Burkett for his ministry and motivates us to live out of his vision in our professional lives.

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PRACTICE MANAGEMENT AWARDJAMES L. UNDERWOOD, CPA/PFS, CFP®, AEP TARPLEY & UNDERWOOD FINANCIAL ADVISORS LLC, ATLANTA, GA

Jim Underwood and Harvey Tarpley, met at church when Underwood was young. When they started Tarpley & Underwood in 1978, they shared a desire to live out their faith in the marketplace. For many years, that faith was evidenced informally in their practice. However, a few years ago, in response to a desire to clarify the integration of biblical wisdom in their practice management, they formally defi ned their mission and core values around biblical principles. One of those core values is: “We are

focused on a world view that is guided by biblical principles and an acknowledgement of our Creator.”

While Underwood and his fellow shareholders have long shared a relationship with Christ in common, clarifying their mission and core values has helped them be intentional in making biblically based decisions. They now:

• Have a benchmark for making decisions to ensure that their clients receive biblically based advice.

• Believe that by delivering professional services with excellence and integrity, doors will be opened and clients will be drawn to the biblical values that undergird his fi rm.

Additionally, as advisors practice from a Christian worldview, they, “earn the right to be heard” by their clients.

Underwood believes that integrating faith and practice is about “understanding and living biblical values, evidenced by how you treat and advise others.” He says, “we bend over backwards to do what’s the right thing for the client, as opposed to what might be in our fi nancial best interest.”

Jim Underwood, CPA/PFS, CFP®, AEP, graduated from Georgia Tech with an Industrial Engineering degree and received his MPA from Georgia State. He occasionally contributes to the Atlanta Business Chronicle, is a past president of the Georgia Society of CPAs, and is a past member of the governing council of the American Institute of CPAs. He and his wife, Kay, attend North Point Community Church, where Underwood serves as an elder, community group leader, and HOST Team member. He helps to lead a local study group for Kingdom Advisors, as well. Kay and Jim have three grown children: Elizabeth, Kathryn, and James.

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The vision of Kingdom Advisors is to equip and motivate Christian Financial Professionals to serve the body of Christ by implementing biblical wisdom into their lives and practices.

Christian fi nancial professionals should not only be knowledgeable about the biblical principles that apply to the stewardship of God’s resources, but also strive to integrate those principles into the advice they give to their clients. However, the application of biblical wisdom does not end with the client. It is essential for a Christian Financial Professional to incorporate these principles into the management and operation of their practice as well.

Kingdom Advisors created the Kingdom Advisors Practice Management Award to recognize Kingdom Advisors Members who have intentionally and systematically integrated their faith into their fi nancial services practice.

The Kingdom Advisors Practice Management Award recognizes:

• Outstanding integration of biblical principles in practice management.

• Creation of a unique biblical culture which exemplifi es Jesus Christ and results in a lasting impact on clients, staff, vendors, and community.

• A practice from which Kingdom Advisors members can learn from and emulate.

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FOUNDATION AWARD GENEROSITY AWARD

Kingdom Advisors awards an advisor who partners with a local Christian foundation to maximize generosity in their clients’ lives. Local foundations allow individuals to give strategically to advance Kingdom purposes. Kingdom Advisors, which partners with local Christian foundations around the country, recognizes Jeff Thomas of Morgan Stanley Smith Barney, for his partnership with the Houston Christian Foundation.

In Thomas’ words, the Houston Christian Foundation is, “a community that has come together to promote generosity in the name of Christ. It has helped me communicate and execute for clients with resources I’ve never had.”

The relationship between Thomas and the foundation was an answer to Thomas’ struggle to discover the best practices for presenting biblical wisdom to clients, without hitting them over the head with chapter and verse. Thomas’ turning point of generosity happened when a spiritual mentor told him, “you’d better be living what you are teaching.” That advice prompted Thomas and his wife to make giving the fi rst priority in their budget. They became convinced of their need to be Kingdom-minded in their fi nances.

Subsequently, Thomas connected with local foundation president, Peter Forbes, who shared how working with the local foundation and becoming a member of Kingdom Advisors could allow Thomas to begin to reach his goals of:

• becoming more intentional about delivering biblical wisdom to clients, and

• teaching other advisors how to do the same.

Through his involvement with the Houston Christian Foundation, Thomas has fulfi lled his dreams of sharing biblical wisdom with clients. He says that his journey felt like, “God had told me to build a sailboat. I was doing it in my garage, building a Sunfi sh that had a crooked mast and a hole in the bottom. After I cleared the barrier of becoming more generous personally, God brought me a relationship with Peter Forbes. He showed me the America’s Cup Racer, gave me a sweater, and brought me on board.”

Jeff Thomas, CPA and Qualifi ed Kingdom Advisor™, holds a B.S. in Business from Trinity University in San Antonio. Barron’s listed Thomas as one of the top 1000 fi nancial advisors in 2009. Thomas contributes to Kingdom Advisors as an advisor-coach, a study group leader, and a Task Force member. He and his wife, Dolly, live in Houston with daughters Ally (17) and Sophie (9).

The Generosity Award recognizes an advisor who models generous giving in their own life and who shares the power of generosity with clients. Faith-driven generosity brings transformation to individuals’ hearts and lives, and, in turn, empowerment to Kingdom work. The Generosity Award goes to Steve Scalici of Merrill Lynch, whose story of personal growth in generosity, and its impact on his client interaction, is inspiring.

Over the last eight years, Scalici and his wife, Apryl, have been on a journey of generosity. After reading Randy Alcorn’s book, Money, Possessions, and Eternity, the couple prayed and wrote down what they felt God was telling each of them to give. They both wrote 15%. A year later, they repeated the exercise and both wrote down 20%. About a year later, Scalici was impacted by the fi fth principle in Alcorn’s book, The Treasure Principle, which says, “God prospers me not to increase my standard of living, but rather my standard of giving.” This principle challenged the couple to look at their fi nances differently. They talked and prayed, and, in the end, decided to cap their lifestyle.

While the freedom of living a set lifestyle and giving the excess away has been transformational for Scalici and his family, another powerful transformation has occurred in the way that he counsels his clients. He has found that, “Many people are exactly where we were. They spend money just because they can.” By sharing the fact that they have chosen to cap their lifestyle, Scalici fi nds that the door opens to conversations about generosity with clients. He is convinced that the power of a real story is very powerful. “No one can dispute your story.”

Is generosity good for business? Scalici says, “It’s actually a poor business model. We get paid for the assets we manage; yet we tell them to give them away. I can’t explain how it works, but it does. That’s not why I encourage them to give, but I can’t complain about the results. The best part has been seeing the light go off for my clients and being able to infl uence them in this area of generosity.”

Steve Scalici, CFP and Qualifi ed Kingdom Advisor™, has a BS in Finance/Banking from Palm Beach Atlantic University. He and his wife, Apryl, have daughers Hannah (10), Abby (7), and Emma (5). They attend Christ Fellowship and are involved with youth through Urban Youth Impact and the Heath Evans Foundation. Scalici has written for Good News of South Florida, Crosswalk, and is involved with Kingdom Advisors as a Community Group leader, a Charter Member, and a Task Force member.

JEFF THOMAS, MORGAN STANLEY SMITH BARNEY, HOUSTON, TEXAS STEVE SCALICI, MERRILL LYNCH, JUPITER, FLORIDA

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COMMUNITY AWARDSGod has tremendously blessed our Kingdom Advisors Communities & Study Groups over the last year. We are honored to serve and support every Community, every Study Group, and every leader who has made a commitment to make a difference in the lives of our Kingdom Advisors members. Thank you for your passion and effort and we look forward to an exciting new year with you!

We are also proud to recognize and celebrate several Kingdom Advisors Communities for outstanding development and achievement for the last year! Kingdom Advisors is presenting 7 Annual Community Awards at the conference. We ask you to join us for this special moment during our Thursday afternoon General Session. Congratulations to these Kingdom Advisors Communities for a job well done!

HOUSTON• Community Excellence Award (Large Market)

CHATTANOOGA• Community Excellence Award (Middle Market)

HOUSTON• “Russell E. Miller” Community Leadership Award

RALEIGH-DURHAM• Community Training Award

LA/VENTURA• Community Membership Award

TWIN CITIES• Community Study Group Award

COMMUNITY ANNUAL CONFERENCE AWARDRevealed at Conference

CROWN FINANCIAL MINISTRIES AWARD

Crown Financial Ministries seeks to “Equip people worldwide to learn, apply, and teach God’s fi nancial principles so that they may know Christ more intimately, be free to serve Him, and fund the Great Commission.” The partnership between Crown and Kingdom Advisors is longstanding, and the parallel purposes of both organizations create a synergistic relationship. The Crown Financial Ministries Award celebrates an advisor

who utilizes Crown’s ministry offerings as an extension of his or her own personal ministry.

Roger Sulhoff was a reluctant convert to Crown classes. After “years” of hearing about the class, he and his wife found it impactful beyond what they expected, and he has been spearheading his own Crown movement ever since. His involvement began as a small group co-leader and he went on to serve on the Crown board at his church. He began recommending the class to clients and friends. Then, as one who was building a network of securities offi ces across the country at the time, he began recommending Crown to his more than 575 representatives.

Sulhoff says, “I never looked at volunteering and doing Crown as creating an asset to my practice.” However, as Crown became more integrated with his professional life, client relationships improved. His ability to communicate improved because he was on the same page as clients who had biblically-based understanding of budgeting, cash fl ow, estate, and charitable planning.

Sulhoff has since sold his national offi ces. He and his son, John, opened Private Client Advisory, Inc., a Family Wealth Management fi rm, in Gainesville, Georgia. Upon becoming involved at Lakewood Baptist Church, Sulhoffs’ passion for Crown ignited a program there, and in four years, 500 people completed Crown classes. Sulhoff also organizes “Business By The Book” seminars in North Georgia. Currently, he leads the Crown Special Edition series in his weekly men’s group.

In addition to Crown, he serves on the Global Advisory Council of Vision 360, The Heritage Foundation Presidents Council, and Kiwanis International, and is an elder at Mount Paran Church of God. He served on the board of the International Association For Financial Planning and is a recipient of numerous industry awards. Sulhoff holds a Bachelors of Business Administration and served seven years US Army Active Reserves. Roger and his wife Nancy have four sons, two daughters, fi ve spouses and nine grandchildren.

ROGER SULHOFF, PRIVATE CLIENT ADVISORY, INC., GAINESVILLE, GEORGIA

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The Russell E. Miller Community Leadership AwardKingdom Advisors is proud to honor the memory of Russell E. Miller by renaming the annual Kingdom Advisors Community Leadership Award to the Russell E. Miller Community Leadership Award. Russ went home to be with his Savior on April 10, 2009 after a brief battle with cancer. Russ was one of our most engaged and successful Kingdom Advisors Community leaders, and founded and led our Kingdom Advisors Communities in both Greenville and Spartanburg, SC.

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Paul F. Berry, CFP®

The Covenant Group, Inc.Birmingham, AL

Robert H. ClementShoemaker Financial AdvisorsGermantown, TN

Vincent M. ConteConte FinancialAnna Maria Island, FL

Kenneth B. Frenke, CFP®

Kenneth Frenke & Co.Arden, NC

George M. Hiller, JD, LLM, MBA, CFP®

George M. Hiller Companies, LLCAtlanta, GA

Cleo W. Holder, CFP®

Shoemaker Financial AdvisorsNewburgh, IN

Steven D. Humphrey, CFP®

George M. Hiller Companies, LLCAtlanta, GA

Carter B. LeCraw, CFP®

American Values Investment, Inc.Johnson City, TN

James M. Mars, CFP®

Holmes Murphy Financial ServicesWest Des Moines, IA

David S. Reinders, CFP®

David S. Reinders, CFP®

Stevenson Ranch, CA

William F. Robertson, CFP®

William F. Robertson & AssociatesFt. Worth, TX

Randall P. Sanada, CFP®, CLU, ChFC, MSFSAlliance Financial Group, Inc.Westlake Village, CA

James H. Shoemaker, CFP®

Shoemaker Financial AdvisorsGermantown, TN

Jerry Tuma, CFP®

Cornerstone Financial Services, Inc.Dallas, TX

Jerry L. Webb, CFP®

Prairie Financial Services, Inc.Naperville, IL

Christina Winch, CFP®

Winch Advisory ServicesAppleton, WI

Kingdom Advisors is very grateful for its Founding Members listed below and Charter Members listed on pages 28-30 who have a tremendous passion for the mission and vision of Kingdom Advisors. These members have been integral in the development of Kingdom Advisors both through their funding of the necessary start-up and working capital for Kingdom Advisors in its beginning stages and through their active leadership and participation in the development of Kingdom Advisors.

FOUNDING MEMBERS

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RISK FACTORS: This is neither an offer to sell nor a solicitation of an offer to buy any Wells offering; an offering is made only by prospectus. This information must be preceded or accompanied by a prospectus in order to understand fully all of the implications and risks of the offering. Neither the Attorney General of the State of New York nor any other State regulators have passed on or endorsed the merits of this offering. Any representation to the contrary is a criminal offense.

Wells Real Estate Funds is affiliated with Wells Investment Securities, Inc. — Distributor — Member FINRA/SIPC. Real estate investment risks include the portfolio’s investment strategy; leverage ratio; illiquidity; devaluation of portfolio properties; macroeconomic and market factors; conflicts of interest facing the advisor and affiliated parties; dependence on the Advisor; and fees and expenses paid to the Advisor, its affiliates, and participating broker/dealers. Many real estate investments are illiquid, long-term investments and are not suitable for all investors. The fund’s stated investment objective may not be met. Redemption is limited, and if possible, may be at an amount lower than the purchase price. Read the prospectus carefully at www.WellsREF.com for complete product details before recommending or selling an investment.

FOR BROKER/DEALER AND RIA USE ONLY — NOT FOR DISTRIBUTION TO CLIENTS

DEPTH GIVES IT STRENGTH

Nontraded real estate has a low correlation to the stock market.

Nontraded real estate does not experience daily market price fluctuations.

Nontraded real estate may offer current income and/or long-term appreciation.

Wells Real Estate Funds has over 25 years of real estate experience and is one of the top-25 office real estate owners, ranked by square footage, in the country.

Wells Real Estate Funds has managed more than 50 million square feet of space at 245 properties.

Wells Real Estate Funds has invested over $12 billion in assets on behalf of more than 250,000 investors nationwide.

When the markets get choppy, investors

seek refuge in opportunities with greater

depth. Wells Real Estate Funds’ disciplined

approach to investing in institutional-

quality real assets may help add much-

needed balance to a portfolio.

To learn more, call your Wells Representative at 800-448-1010.

6200 The Corners Parkway Norcross, GA 30092-3365

www.wellsref.com

NPGMCADF1001-0028 ©2010 Wells Real Estate Funds

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Scott K. Anderson, Jr., CPA, CFP®, EANewport Advisory, LLCNewport Beach, CA

Paul G. Anthes, CFP®

Financial Advisory CorporationGrand Rapids, MI

Guy E. Baker, CFP®, MSFS, ChFCBaker Jensen Investment Advisors, LLCIrvine, CA

Jim BakkeWorld VisionFederal Way, WA

Stephen A. BallasBorrego Springs, CA

Todd A. Bauerle, CFP®

Bauerle Financial, Inc.Deland, FL

David F. Biffen, Jr., CFP®, CLU, ChFC, MSFSBiffen Investment AdvisersWest Chester, PA

Joseph J. Bilello, ChFCAvanti Wealth Management, LLCLongwood, FL

Stephen Bolt, CFP®

Faith Financial Planners, Inc.Franklin, TN

John P. Brandon, CFP®, CLU, ChFCAtlantes Financial Advisors Corp.Fairhope, AL

Harry I. Brown, Jr., MA, MBA, CFP®

Ison Brown InvestmentsSylacauga, AL

Matt BrownBrown & Streza, LLPIrvine, CA

David A. Cook, CPADavid A. Cook, CPASolon, OH

Judy L. Copenbarger, J.D.Comprehensive Financial ServicesIrvine, CA

Morris R. Cowan, CLU, ChFC, CEBSAtlanta Union MissionAtlanta, GA

Steven T. Cox, CFAProvidence Financial Advisors, LLCOverland Park, KS

Sylvia A. CreceliusThe Stewardship Alliance, LLCPrinceton, IN

Timothy R. Davidson, CPADavidson & AssociatesFt Lauderdale, FL

Ted J. DeLisi IVSovereign Investment GroupTroutman, NC

Paul E. Dillman, CPAP&L Accounting & Tax Service, LLPOak Forest, IL

Terry EvearittAbundant Stewardship GroupLancaster, PA

T. Randall Fairfax, CFP®

Highland Consulting Assoc., Inc.Cleveland, OH

Steve FairhallFinancial Professional LimitedLeeds, UK

Ronald C. Finke, JD, ChFCStewardship Capital, Ltd.Independence, MO

Stewart Flaherty, CLU, ChFCThe Flaherty Consulting Grp., Inc.Westerville, OH

Meredith E. Flautt, Jr.Flautt Financial, Inc.Nashville, TN

Jerry R. Foster, CFP®

Foster GroupWest Des Moines, IA

Gregory C. Freeman, JD, CLU, ChFCStrategic Stewardship, Inc.Woodstock, GA

Stuart Funke, CFP®, CIC, CSAFamily Wealth Institute, Inc.Lake Oswego, OR

CHARTER MEMBERS

270 Walker Drive State College, PA 16801 (800) 378 - 6777 www.ariscorporation.com

ArisInvestment, Retirement

and Trust Services

Discover the Art of Financial Services

Advanced Risk-Managed Portfolios Traditionally Allocated Portfolios

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Quarterly Rebalancing & Reporting Faith Based 401(k) Options

Booth 19

P A S S I O N & P U R P O S E • K I N G D O M A D V I S O R S . O R G

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Ernest T. George III, CFP®, CLUInvestment Mangmnt. Group, Inc.Starkville, MS

Michael Gibney, B.Th, CFP®

Covenant Planning GroupLangley, BC

R. Floyd Green, CFP®

Cornerstone Wealth ManagementRaleigh, NC

Michael A. HansonThe Hanson Financial Group, Inc.Peoria, IL

Peter E. HembroughAmeriprise FinancialMorrison, IL

Steven Henningson, CIMASageView Advisory GroupIrvine, CA

Philip T. Herrell, Jr.Palm Financial Group, LLCNaples, FL

J. Lynn HindsLighthouse Financial, LLCBroomfi eld, CO

Linda S. Hodges, CLU, ChFC, CFP®

Jacksonville, FL

C. Scott Houser, CFP®

Ronald Blue & Co., LLCAtlanta, GA

John Howard, CPA, JD, CFP®

Resource Planning Group, Ltd.Atlanta, GA

Jess W. Hurst II, CFP®

The Millennial GroupAkron, OH

Morris Inabnet, CPA, CFP®, MABSI.M. Financial, LLCShreveport, LA

Keith L. Johnson, CFP®

Wealth with a Purpose, Inc.Irvine, CA

Patrick JohnsonNational Christian FoundationAlpharetta, GA

J. Mark Joseph, CFP®, CPA, CLUSentinel Wealth Management, Inc.Reston, VA

Andi YH Kang, CFP®

Crown Wealth Management, Inc.Huntington Beach, CA

Douglas E. Kemp, CFP®, CMFCIn Memorium Rochester, NY

Paul Knoblich, CFP®

Paul Knoblich Retirement PlanningCastro Valley, CA

Harmon A. Kong, CFP®

Iwamoto, Kong & Co., Inc.Irvine, CA

Kyle E. Krull, J.D., CFP®

Law Offi ces of Kyle E. Krull, P.A.Overland Park, KS

Jane KupeczCanadian National Christian FoundationOttawa, ON

Kenneth J. LandgrafKenjol Capital Management, LLCAustin, TX

Robert “Buzz” Law, CFP®

Creative Financial Group, Ltd.Atlanta, GA

James H. Legg, Jr.The Granville Investment Group, Inc.Granville, OH

Bruce T. LeonardAttorney Bruce T. Leonard & Associates, LLCAlpharetta, GA

Howard “Rusty” Leonard, CFAStewardship Partners Investment Counsel, Inc.Chester Springs, PA

Marie W. Liu, CFP®

Ameriprise FinancialFullerton, CA

W. Scott Luper, CPAIntegrity Financial ManagementSwannanoa, NC

A. Michael Mayernick II, CFP®

Northwestern Mutual Wealth Management CompanyNashville, TN

Candice A. McFieldiRISE Health & WellnessShawnee, KS

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

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Charles J. McLucas, Jr., CPA/PFSCharitable Trust Administrators., Inc.Tustin, CA

Steve C. MillerUBS Financial Services, Inc.Naples, FL

Michael D. Morrow, CLU, ChFCMorrow Financial NetworkGrapevine, TX

Joseph M. Mott III, CFP®

Mott & Associates, Inc.Davidson, NC

James P. Mullinix, ChFC, CLUTriune Financial Partners, LLCOverland Park, KS

Michael J. Mungenast, CPAProEquities, Inc.Birmingham, AL

Gary A. Nagel, RFCGary Nagel, Inc.Overland Park, KS

Curtis W. NeumanFinancial Security Group, Inc.Ocala, FL

James K. “Skip” Nichols, ChFC, CLUFinancial Planning Resources, Inc.Tulsa, OK

Michael D. Novak, CFP®

Integrity Life Planning & Financial ServicesLancaster, PA

Oscar Lee Nugent, MBA, RFCWealth Management & Planning GroupSlidell, LA

William C. O`Connor, CFP®, EA, ATAApplied Financial Planning, Inc.Irvine, CA

Ray V. Padron, CPA, CFP®, CIMA, PFSBrightworthNorcross, GA

Terry ParkerNational Christian FoundationAlpharetta, GA

Daniel W. PettwayCouncilmark Asset Management, LLCChattanooga, TN

Martin L. PierceMartin L. Pierce, Attorney at LawChattanooga, TN

Larry H. Powell, CFA, MBAFountain Capital Management, LLCLeawood, KS

James W. Regitz, Jr., ChFCNewport Advisory, LLCNewport Beach, CA

Jeffry L. Robinson, CFP®, EAFamily Financial ServicesBurnsville, MN

Jeff Rogers, CEP, CLSAThe Stewardship Alliance, LLCOcoee, FL

Larry C. Rooks, CPA, PFS, CFP®

Rooks Wealth Management, PLLCChattanooga, TN

Bob Ross, CFP®

Integrity Financial Services, Inc.Independence, OH

Richard S. Sadowski, CLU, ChFCChristian Financial PrinciplesHot Springs, AR

Steven G. Scalici, CFP®

Merrill LynchJupiter, FL

Robert L. Seymour, CFP®

5 Talents Wealth Mngmnt., LLCFort Collins, CO

Roger L. ShumakerMcDonald Hopkins, LLCCleveland, OH

Scott E. SkjoldagerRaymond James Financial Services, Inc.Asheville, NC

Samuel F. Slabaugh, Sr., CFP®

EST Financial GroupDelmar, DE

Bruce D. Snyder, CFP®

Snyder Financial Group, Inc.Tampa, FL

John Thomas Spicknall, CFP®

Capital Investment Strategies, Inc.Dalton, GA

William L. Stear, CLU, CSA, RFCThe Stear Group, Inc.Longwood, FL

Roger E. Sulhoff, CSAPrivate Client Advisory, LLCGainesville, GA

David E. Taylor, CPA, PFSRaymond James Financial Services, Inc.Corsicana, TX

Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS, CAPMid American Financial GroupOverland Park, KS

Janice A. Thompson, CFP®

Strategic Financial Solutions, Inc.San Diego, CA

Charles P. Tiedje, CFP®, CLU, ChFCProven ResultsFort Lauderdale, FL

Robert G. Topping, CFP®, MBACovenant Wealth Advisors, LLCWilliamsburg, VA

James L. Underwood, CPA/PFS, CFP®

Tarpley & Underwood Financial Advisors, LLCAtlanta, GA

Fred M. Vaught, ChFC, CLUCapital Resource Management, Inc.Escondido, CA

Richard J. Volpe, CFP®, ChFC, CLUAsset Planning Services, Ltd.Harleysville, PA

Tim Voorhees, JD, MBAFamily Offi ce ServicesIrvine, CA

Brian A. VossFinancial NetworkWinnetka, IL

Kevin A. WallaceWintrust Mortgage Corp.Bartlett, IL

James E. Warren, Jr., CFP®

Warren Financial Group, Inc.Kansas City, MO

Ray West In MemoriumTrust House, Inc.Ft. Lauderdale, FL

Robert E. WestKingdom AdvisorsAtlanta, GA

Bardie L. Wolfe, CFP®

Peak Financial Management, Inc.Broomfi eld, CO

Gary W. Wood, CFP®

Benefi t Design CorporationGlen Allen, VA

CHARTER MEMBERS

P A S S I O N & P U R P O S E • K I N G D O M A D V I S O R S . O R G

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We are grateful to our Champion Members who invested in the ministry of Kingdom Advisors. Their generosity helped us move from our start-up phase to becoming an established organization active in engaging, equipping, and empowering Christian fi nancial advisors to communicate biblical wisdom to their clients, apply professional principles in their practices, and live out their faith in their marketplace for Kingdom impact.

Todd A. Bauerle, CFP®

Bauerle Financial, Inc.Deland, FL

Jay Bennett Kingdom Oil Minneapolis, MN

Michael E. BlantonSuccessful Financial StrategiesHendersonville, NC

John T. Cooke, CFP®

Cooke Wealth Management, LLCSanta Ana, CA

Eric T. Duncan, Jr., CFP®

Strategic Financial Partners, LLCSuwanee, GA

Lyle E. Hershey, CFP®

Master’s Advisors, Inc.Lancaster, PA

David C. Laurion, CFP®

Raymond James Financial ServicesArden Hills, MN

Thomas J. LelandPersonal Financial ServicesMishawaka, IN

Robert E. Merwin, RFCOMNI Financial & Insurance ServicesScottsdale, AZ

Steve C. MillerUBS Financial Services, Inc.Naples, FL

John W. MooreJohn Moore & Associates, Inc. Albuquerque, NM William C. O’Connor, CFP®, EA, ATAApplied Financial Planning, Inc.Irvine, CA

Gary F. PolingFirst Freedom BankLebanon, TN

James W. Regitz , Jr., ChFCNewport Advisory, LLCNewport Beach, CA

Frank T. Reynolds, RFE, IAR, CCFCFrank Reynolds Wealth ManagementDaytona Beach , FL

A. Charles Schultz, JDCrescendo Interactive, Inc.Camarillo, CA

Doug Twohill, CFP®

Merrill LynchWest Palm Beach, FL

Michael A. WinkleMarket Trend InvestorsBonita Springs, FL

CHAMPION MEMBERS

Jay LinkPresident of Kardia, Inc. & creator of

Family Wealth Counseling concept

Family Wealth Counseling ON-LINE TRAINING - LEVEL 1

• 350+ page syllabus

• 8 hours of CFP® CE Credit

• Over eight hours of teaching

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• Learn the Family Wealth Counseling • Learn the Family Wealth Counseling process and begin applying it in your process and begin applying it in your work with high-net worth familieswork with high-net worth families

• Explore the “wealth scriptures” which • Explore the “wealth scriptures” which form the foundation form the foundation of the Family Wealth Counseling processof the Family Wealth Counseling process

• Understand the potential of the more • Understand the potential of the more powerful and enduring “virtues-based” powerful and enduring “virtues-based” approach to planningapproach to planning

• Resolve the ten unique life dilemmas • Resolve the ten unique life dilemmas that affl uent families face that affl uent families face

• Build an eff ective planning team with • Build an eff ective planning team with the client’s other advisors turning them the client’s other advisors turning them into allies and not adversariesinto allies and not adversaries

• Implement a unique planning process • Implement a unique planning process that drives clients toward plan that drives clients toward plan implementation and vastly greater levels implementation and vastly greater levels of generosityof generosity

• Learn the Family Wealth Counseling process and begin applying it in your work with high-net worth families

• Explore the “wealth scriptures” which form the foundation of the Family Wealth Counseling process

• Understand the potential of the more powerful and enduring “virtues-based” approach to planning

• Resolve the ten unique life dilemmas that affl uent families face

• Build an eff ective planning team with the client’s other advisors turning them into allies and not adversaries

• Implement a unique planning process that drives clients toward plan implementation and vastly greater levels of generosity

K I N G D O M A D V I S O R S P R O F E S S I O N A L A D V I S O R T R A I N I N G S E R I E S P R O U D L Y P R E S E N T S

Visit the Conference Resource Desk to take advantage of this special off er!

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Kingdom Advisors Community Groups are designed to provide a forum for various groups of Kingdom Advisors members to share their collective wisdom, as well as learn from one another about a particular topic. Many of our Community Groups feature monthly member-led conference calls that are open to all Kingdom Advisors Members as a member benefi t.

Charitable Planning Community MeetingInternational Ballroom D 2 p.m. - 3 p.m.Jay LinkWe will be exploring what the Bible says about generosity and how this essential teaching should practically play out in both our personal and professional lives. Personally, we will consider what happens to us when we choose to live a generous life. Professionally, we will have selected members share how incorporating generosity into their client counsel has brought about life-transformation for their clients.

Emerging Advisor Community MeetingInternational Ballroom B 2 p.m. - 3 p.m.Dan WestinThe Emerging Advisor Community Group is focused on bringing together developing Christian professionals within Kingdom Advisors, and assisting them with support and resources to build and grow a Kingdom-focused practice. This community group’s conference meeting session will include an overview of the group’s purpose, an explanation of how it will specifi cally serve and support its members, as well as a Q&A session with a panel of veteran advisors who have successfully built Kingdom-focused practices.

Large Firm Community MeetingInternational Ballroom F 2 p.m. - 3 p.m.Dwight ShortIf you work at a large fi rm and would like to know more about how to develop your practice into your ministry, we invite you to join us. Kingdom Advisors has a desire to help advisors grow in their faith regardless of the size of your company. You can hear about how advisors at other fi rms have adopted different strategies to bring a greater witness to clients and colleagues. Speakers: Cathy Norris, Ameriprise Jeff Thomas, Morgan Stanley Smith Barney Jason Alexander, Merrill Lynch

Merrill Lynch Community MeetingInternational Ballroom D 3:15 p.m. - 4:15 p.m.Doug TwohillThe Merrill Lynch Community Group seeks to connect Kingdom Advisors members who work with Merrill Lynch. This community group meeting will feature Gillian Howell, Senior Vice President for Private Philanthropy for Bank of America Philanthropic Services. Any Merrill Lynch fi nancial advisor is invited to participate in this meeting.

Attorneys Community Meeting International Ballroom B 3:15 p.m. - 4:15 p.m.Ralph OgdenThe purpose of the Attorneys Community Group meeting is to provide a forum for Kingdom Advisors attorneys, and other fi nancial advisors who work with attorneys, to meet and get to know each other, share best practices, and to continue the process of sharpening the focus, organization and direction of the group going forward, so as to better serve the needs of the attorneys and other fi nancial advisers who work with attorneys.

Biblically Responsible Investing Community MeetingInternational Ballroom F 3:15 p.m. - 4:15 p.m.Dan HardtThe goal of the Biblically Responsible Investing (BRI) Community Group is to invest to please and glorify God as a vital act of worship. All those attending the conference are invited to attend our fast-moving session. We will provide an overview of BRI, and review underlying Scriptural principles and corporations’ involvement in various moral issues. We will list resources for building portfolios and review questions clients may have. One hour of CE has been approved for CFP® and CIMA (non-IMCA ethics).

The Closely Held Business Community Meeting International Ballroom A 3:15 p.m. - 4:15 p.m.George CassiereThe Closely Held Business Community Group is pleased to have Stephen M. Thompson, CPA, as a guest speaker for this meeting. Drawing from his long history of advising Christian business owners, Mr. Thompson will discuss effective integration of biblical wisdom and technical recommendations for closely held business owners. He will also present case studies to demonstrate integrated biblical counsel in practice. Mr. Thompson joined the fi rm of Huth Thompson, LLP in 1971 after working for Peat, Marwick, Mitchell, and Co., in New York City and Indianapolis, Indiana.

COMMUNITY GROUPS • WEDNESDAY FEB.10

WEDNESDAY, 2:OO PM WEDNESDAY, 3:15 PM

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

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Sharon A. Adelmann, CFP®

Prairie Financial Group, Inc.Naperville, IL

Edward Joseph AielloWell Fargo AdvisorsWellington, FL

Jason Alexander, CRPC, CIMAMerrill LynchPittsford, NY

Charles L. AlfreyUnited Financial Services, Inc.Lake Worth, FL

Stephen R. Allen, CPA/PFSRay, Foley, Hensley & Company, PLLCLexington, KY

Luis V. Alvarado, MBA, CRPCAxa Advisors, LLCMiramar, FL

Ronald W. Anderson, Jr.Wells Fargo AdvisorsLincoln, NE

Scott K. Anderson Jr., CPA, CFP®, EANewport Advisory LLCNewport Beach, CA

George E. Andrews II, CFP®

Ronald Blue & Co., LLCSanta Ana, CA

Paul G. Anthes, CFP®

Financial Advisory CorporationGrand Rapids, MI

Brenda K. Ashworth, CFP®

Financial Network Investment Corp.Albuquerque, NM

Art Aube, EA, CFS, CFP®

A&M Tax & Accounting Services, Inc.Athens, GA

Steve P. August, CFP®

Cornerstone Financial AdvisorsTulsa, OK

Daniel K. Bachman, CFP®

Holmes Murphy Financial ServicesWest Des Moines, IA

Dan C. Baker, CFP®

Northwestern MutualHouston, TX

Joseph C. Bantz, CFP®

Foster GroupWest Des Moines, IA

Ronald D. Bare, CFP®

Bare Financial Services Inc.Atglen, PA

Bradley C. Barnes, CFP®

Morgan StanleyBakersfi eld, CA

Janet L. Barr, ChFC, CLUCollaborative Financial Solutions, LLCSanta Barbara, CA

Jim W. BellBell Strategic Investments, LLCKeller, TX

Gregory W. BergMerrill LynchHouston, TX

QQUALIFIED KINGDOM ADVISORSTM

• Newly qualifi ed

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Qualifi ed Kingdom Advisors™ are men and women who, in humility, have committed to serving the Lord for Kingdom purposes through their practices and delivering advice and counsel consistent with the values and priorities of a believer. Kingdom Advisors has created the Qualifi ed Kingdom Advisor™ designation to provide assurance that a particular advisor has participated in the Kingdom Advisors education program, has met certain ongoing continuing education and ethics requirements, and has committed to incorporating biblical wisdom into his or her fi nancial advice.

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Paul F. Berry, CFP®

The Covenant Group, Inc.Birmingham, AL

Rodney L. BerryThe Covenant Group, Inc.Birmingham, AL

Jerry L. Betzler, CLU, LUTCFHahn Financial Group, Inc.Sioux Falls, SD

David F. Biffen Jr., CFP®, CLU, ChFC, MSFSBiffen Investment AdvisersWest Chester, PA

Joseph J. Bilello, ChFCAvanti Wealth ManagementLongwood, FL

Jerry BlackLegacy Planning Group, Inc.Suwanee, GA

Elizabeth W. BlumeThe Blume Group, Inc.Overland Park, KS

Erik M. Boehm, CFAMerrill LynchChattanooga, TN

Paul S. Bolen, CFP®

Cornerstone Financial Strategies, LLCSummerville, SC

Douglas D. Boring CFP®

LPL Wealth AdvisorsGranite Bay, CA

Hugh H. BrantleySouth Carolina Christian FoundationSpartanburg, SC

Scott E. BrobergStrategic Financial SolutionsSan Diego, CA

Anthony C. Brown, CFP®, MBARonald Blue & Co., LLCMontgomery, AL

David A. Brown, J.D.Brown & Streza, LLPIrvine, CA

Harry I. Brown, Jr., MA, MBA, CFP®

Ison Brown InvestmentsSylacauga, AL

Robert G. BrownGarSpen Group, Inc.Ponte Vedra Beach, FL

Nancy C. BrownleePrincipal Financial GroupHouston, TX

D. Max Bruce, ChFCD M Bruce Associates, LLCOverland Park, KS

John Christopher BryantBryant Wealth Management, Inc.Longview, WA

Stephen BryantCrown Financial MinistriesAnderson, SC

Gary Burden, CFP®

Financial Stewardship GroupHiram, OH

Gary L. Busch, CFP®

Busch Financial PlanningHouston, TX

John CabinessFaith Financial PlannersLatimore, NC

Jason D. CainIMG Finanical GroupHouston, TX

ADVISORS

Liquidity and Kingdom Impact?

• Newly qualifi ed

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•

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

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Cy G. CattanSound Financial SolutionsHouston, TX

Jeffrey J. Cave, CIMAMerrill LynchDoylestown, PA

Sean CaywoodCaywood FinancialGrafton, OH

Wade H. Chessman, CFP®

Chessman Wealth StrategiesDallas, TX

Christopher B. Chestnut, CFP®

Edward Jones InvestmentsLandrum, SC

Marty ChiuPersonal Financial Services Co.Los Alamitos, CA

Stephen C. L. ChongArnold Matheny & Eagan, P.A.Orlando, FL

Kim C. Christensen, CFP®

Manvel, TX

Ben L. Clark, AAMSEdward JonesMarietta, GA

Mark R. Clark, CFP®

Legacy Financial Planning GroupSarasota, FL

T. Greg ClarkOld National InvestmentsLouisville, KY

Thomas G. Cloud Jr., CFP®, ChFCEleven Two Fund ManagementMarietta, GA

Sam E. Clyatt, CLU, ChFC, AEP, CAPEagle Strategies LLCChattanooga, TN

Michele A. ColeThe Insight TeamOverland Park, KS

Michael R. Collie, CFP®, AIFCollie Financial Planning, Inc.Asheville, NC

Charles V. Collins, ChFCCapital Financial Group, LLCChattanooga, TN

Patrick D. CombsMorgan StanleySouthlake, TX

Phillip M. Cook, CFP®, CLUThe Merlin GroupTrooper, PA

John T. Cooke, CFP®

Cooke Wealth Management, LLCSanta Ana, CA

Judy L. Copenbarger, J.D.Comprehensive Financial ServicesIrvine, CA

Leslie T. Corcoran, CFP®

Family First Financial PlanningStuart, FL

Kenneth E. Cottingham Jr., CPA, CFP®

Ronald Blue & Co, LLCAtlanta, GA

Gerald L. CowanLaw Offi ces Of Gerald L. CowanIndianapolis, IN

Morris R. Cowan, MBA, CLU, ChFC, CEBSAtlanta Union MissionAtlanta, GA

QUALIFIED KINGDOM ADVISORSTM

• Newly qualifi ed

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Alan W. Cox, CPARonald Blue & Co., LLCAtlanta, GA

Steven T. Cox, CFAProvidence Financial Advisors, LLCOverland Park, KS

Timothy G. Creath, CLU, ChFCCruz Financial GroupS. Barrington, IL

Robert W. Crew, CFA, CFP®

Triune Financial PartnersWichita, KS

Thomas A. CrowCrow Financial AdvisorsAlbuquerque, NM

William “Chip” CrumrineSmith BarneySpring Grove, PA

JoAnne Daudt , Esq.Southwest Florida Christian FoundationNaples, FL

Christopher F. Daunhauer, MEd, MBA, CFP®

Trustwell Financial Advisors, LlcJacksonville, FL

Eric S. DavisIntegrity Bank & TrustMonument, CO

William DavisNuveen InvestmentsHouston, TX

Craig DawsonTelemus Capital PartnersHouston, TX

Ted J. DeLisi IVSovereign Investment GroupTroutman, NC

John D. Dempsey, CLU, ChFC, MSFSDempsey, Weiss & AssociatesElmer, NJ

Henry DennardHenry Dennard Personal Financial PlanningTyler, TX

Bradley B. Dennison, CFAMerrill LynchHouston, TX

Jason M. Deshayes, CPARobert Butler, CPA PCAlbuquerque, NM

Paul E. Dillman, CPAP&L Accounting & Tax Service, LLPOak Forest, IL

Duane L. Dollar, CFP®, ChFC, CASL, CFSRBC Wealth ManagementHouston, TX

Kevin L. DossBalanced Asset ManagementWestlake, OH

Kenneth F. Downer, CFP®, CPAKenneth Frenke & Co.Arden, NC

Glenn J. Downing, CFP®

Nl Financial AllianceCoral Gables, FL

Ann Jones Druary CFREStar of Hope MissionHouston, TX

Eric L. Dunavant, CFP®

Dunavant Wealth Management GroupMandeville, LA

Zanese B. Duncan, Enrolled ActuaryNorcross, GA

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ADVISORS

• Newly qualifi ed

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Daniel A. Dunham, CRPCWaddell & Reed Financial ServicesBeaverton, OR

William E. Ebel, CLU, ChFC, MSFSNorthwestern Mutual Financial NetworkAlbuquerque, NM

Robert A. Ebert J.D., RFC, CSAEbert AssociatesSanta Ana, CA

Ronald Eckloff, CFP®

Securities AmericaKearney, NE

Steve EllisSeasons Financial Group, LLCTulsa, OK

Carl Emerick, CFP®, CPA, PFSSentinel Wealth Management, Inc.Reston, VA

Neal Engwall, CFP®, CLU, ChFC, RHU, FICFOneAmerica SecuritiesSt Petersburg, FL

Rene A. Espinal, CFP®

Morgan StanleyStuart, FL

Terry EvearittAbundant Stewardship GroupLancaster, PA

Philip J. Face CFP®

Ameriprise FinancialArden Hills, MN

Suzanne D. Fails, CPA, CFP®

Sugar Land, TX

T. Randall Fairfax, CFP®

Highland Consulting Associates, IncCleveland, OH

Vance M. FeilerDoraine Wealth ManagementCorpus Christi, TX

Loran J. Filson, CFP®

Financial Advisory CorporationGrand Rapids, MI

Warren K. Fish, CFP®

Christian Financial Planning ServicesNorth Canton, OH

Stewart Flaherty, CLU, ChFCThe Flaherty Consulting Group, Inc.Westerville, OH

Meredith E. Flautt, Jr.Flautt Financial, Inc.Nashville, TN

James W. Fogal, CFP®, ChFCFogal Financial GroupAuburn, AL

Terry P. Ford, CFP®

Strategic StewardshipWoodstock, GA

Terence A. FosterTriune Financial PartnersOverland Park, KS

D. Reed FreemanD. Reed Freeman Investment Services, Inc.Cedartown, GA

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Gregory C. Freeman, JD, CLU, ChFCStrategic Stewardship, Inc.Woodstock, GA

Brett W. Freese, CFP®

TrustWell Financial Advisors Jacksonville, FL

Kenneth B. Frenke, CFP®

Kenneth Frenke & Co.Arden, NC

John M. Frymire, CFP®, ChFC, CLUAlexander Investment Services, Inc.Louisville, KY

Richard W. Gailey, CFP®, ChFC, RFC, LUTCFFrank Reynolds Wealth ManagementMaitland, FL

Charles R. Garcia, CFP®, CRPCKnight Wealth Management, LLCHouston, TX

Lynn R Garrison, PE, CFP®

Legacy Wealth PartnersOverland Park, KS

Jordan C. Gary, CFP®

Investment and Asset Planning, LLCWichita Falls, TX

Charlie Gavit, CFP®

PNC InvestmentsIndianapolis, IN

John C. Gay, CFP®

Frisco Financial Planning LLCFrisco, TX

Ernest T. George III, CFP®, CLUInvestment Management Group, Inc.Starkville, MS

Charles L. Germany, CFP®, CPA, PFSRonald Blue & Co., LLCAtlanta, GA

Terry GeterLake Wealth GroupClermont, FL

Loreen M. Gilbert, CRC, CLTCWealthWise Financial ServicesIrvine, CA

Clifford S. GillStrongtower FinancialHudson, FL

Dennis R. Gillard, CPA/PFSGillard Financial SolutionsWinter Garden, FL

Joshua P. GilliamGilliam, Mease, & Associates, LLCLouisville, KY

Benjamin Crawford GloverBanyon, Rock, And TalentDurham, NC

B. Scott GoldsmithEverday Steward, A Division Of Ronald Blue & Co., LLCIndianapolis, IN

Vivian M. Gonzalez-MacKenzieHinkle & Landers PCAlbuquerque, NM

Stewart E. Good, CPAGood Financial Services LLCGreenville, SC

Helping Hands Ministries, Inc.’s mission and purpose is to serve and assist donors in their Charitable giving for Kingdom purposes in the most cost effective and effi cient manner. Helping Hands Ministries performs the following:

• Gifts/Support to Individuals• Non-Complex Gifts – Simple Gifts• International Grants

• Loans• Corporate Scholarship &

Benevolence Funds

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hhmin.org

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

PAGE: 40

Loran F. GrahamGraham Financial Planning, LLCSpokane, WA

R. Floyd Green, CFP®

Cornerstone Wealth ManagementRaleigh, NC

Steven R. GreenGreen Wealth ManagementPlacerville, CA

Donna Whitson GuinnMerrill LynchJohnson City, TN

Debra D. Hallauer, J.D., LLMHallauer Law Offi ce, LLCLeawood, KS

Michael A. Halvorsen MS, CFP®, CEBSAsset Planning Services, Ltd.Harleysville, PA

William A. Hammer, CFP®, PFS, CFSHammer Wealth Management StrategiesColorado Springs, CO

Larry H. HammondAtlanta, GA

Stephen H. HammondChristian Values Investing Inc.Statesboro, GA

James C. Hanna, CFP®, MBAAmeriprise Financial Services, Inc.Topeka, KS

Bryan S. HanningInsight Wealth Strategies, LLCWichita, KS

M. Lauree Hanson, CFAEagle Point Asset Management, Inc.Branson, MO

Mark R. Hanson, ChFCHanson Financial Services LLCNaperville, IL

Michael A. HansonThe Hanson Financial Group, Inc.Peoria, IL

John D. Hard, CPASitton & Hard, LLCBirmingham, AL

Daniel L. Hardt, CLU, ChFC, CFP®, AAMS, CFCADan Hardt Financial ServicesLouisville, KY

Joseph L. Harkins, Jr., CFP®, CLU, PPC, AIF, MAThe Harkins GroupNewry, PA

Charles R. Hart, CPA, PFS, CFP®, AIFVision Wealth Management, IncPlano, TX

Debra A. Hartsfi eld, MBA, ChFCMandalay FinancialBellaire, TX

Jennifer HarveyWells Fargo InvestmentsHouston, TX

Ross Haycock, CFP®, CRPCSummit Wealth GroupColorado Springs, CO

Kathleen D. Hayes, CIMA, CRPC, CPWAMerrill LynchHouston, TX

Dale A. Hearn, CFP®, ChFCStrategic Financial AdvisorsHouston, TX

Joseph D. Helms, CFP®

Ronald Blue & Co., LLCBothell, WA

MasterYourMoney.com is proud to present:Surviving Financial Meltdown Small Group Study:Ron Blue and Jeremy White team up in this fi ve-week, DVD based, small group study based on their book, Surviving Financial Meltdown. As the economic crisis settles, many are left with uncertainty in their personal fi nances. Blue and White use solid biblical principles that transcend economic cycles to frame a practical outline of goal setting, budgeting, debt reduction, and generosity. Participants will be encouraged and equipped through the application guides and devotional guides offered in the workbook.

Qualifi ed Kingdom Advisor Resources:If you are a Qualifi ed Kingdom Advisor™, visit our booth to receive a fl ash drive with PowerPoint presentations that allow YOU to teach a one hour seminar on “Surviving Financial Meltdown” or that will equip YOU to present Ron and Jeremy’s content in the study mentioned above. We want to equip advisors with tools and a framework for presenting biblical wisdom in uncertain times.

www.MasterYourMoney.com

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MasterYourMoney.comLIFE WELL LIVED. MONEY WELL SPENT.

PAGE: 40

P A S S I O N & P U R P O S E • K I N G D O M A D V I S O R S . O R G

PAGE: 41

Charles F. Hemmer, CFP®, CIMAWachovia SecuritiesPeoria, IL

Henry A. HenegarChattanooga Christian Community FoundationChattanooga, TN

Steven Henningson, CIMASageView Advisory GroupIrvine, CA

Lyle E. Hershey, CFP®, CLUMaster`s Advisors, Inc.Lancaster, PA

C. Theodore Hicks II, CFP®

Ameriprise Financial / Hicks & AssociatesCary, NC

Heath V. Hightower, CFP®

Financial Synergies Asset Management, Inc.Houston, TX

George M. Hiller, JD, LLM, MBA, CFP®

George M. Hiller Companies, LLCAtlanta, GA

J. Lynn HindsLighthouse Financial, LLCBroomfi eld, CO

David E. Hitchcock, CFP®, CFCA, ChFC, CLUNorthtown Capital StrategiesSpring Lake Park, MN

Karen Ho, CFP®

Nationwide Financial NetworkHouston, TX

Ashley L. Hodge, CFP®

Hodge Financial ServicesHurst, TX

Linda S. Hodges, CLU, ChFC, CFP®

First Jacksonville FoundationJacksonville, FL

Daniel L. Hoelscher, CFP®

Seniormark, LLCFort Loramie, OH

Robert L. HofmannInnovative Financial StrategiesCharlotte, NC

Cleo W. Holder, CFP®

Shoemaker Financial AdvisorsNewburgh, IN

Steven L. Holmes, CFP®, CPAHolmes Financial Group, Inc.Carrollton, GA

John J. Hood, Jr., CPAOlathe, KS

Brent M. Hoskins, CFP®

Syverson & Company, LLCOverland Park, KS

Danielle HowardHoward Financial ResourcesBasalt, CO

Gary L. Howard, CPA, CFP®

Cincinnati, OH

Derrik J. Hubbard, CFP®

The Stewardship SolutionStevenson Ranch, CA

Geoffrey S. Huber, CFP®, ChFC, AEP, CFBS, CLUTriune Financial Partners, LLCOverland Park, KS

Jeffrey J. Huizenga, CFP®, ChFCClifton Gunderson Wealth ManagementPeoria, IL

Steven D. Humphrey, CFP®

George M. Hiller Companies, LLCAtlanta, GA

You should consider the fund’s Investment objectives, risks and charges and expenses carefully before you invest. The fund’s prospectus contains this and other information. Call (800) 977-2947 or visit www.mmapraxis.com for a prospectus, which you should read carefully before you invest. MMA Praxis Mutual Funds are distributed through BHIL Distributors, Inc. Member FINRA. Investment products offered are not FDIC insured, may lose value, and have no bank guarantee. There may be additional fees or expenses associated with investing in a Fund of Funds strategy.*There may be a low balance account fee charged if certain requirements are not met.

A new beginning,A new beginning,

a new investment opportunity

MMA Praxis Genesis Portfolios offer a convenient approach to managing assets, require a low investment* to get started ($50 per fund), and include disciplined automatic rebalancing.

MMA Praxis Genesis Portfolio

Learn more at www.mmapraxis.com or call (800) 977-2947 for a prospectus.

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PAGE: 42

C. Annie Hung-Scanga, CPA, MBAATO Capital LLCRidgewood, NJ

Michael E. Hurley, MA, CLUHurley & Associates Insurance & Financial, Inc.Redding, CA

Jess W. Hurst II, CFP®

The Millennial GroupAkron, OH

Ryan L. IngramMerrill LynchHouston, TX

Derek V. Irish, CFP®

Ronald Blue & Co., LLCHouston, TX

Lawrence E. Jacobs, CFSJacobs Wealth ManagementBridge City, TX

Terri M. Jarrell, CPAStrathy Hall Investments, Inc.Richmond Hill, GA

Kevin JarvisVertical MortgageDawsonville, GA

Jefferey R. Jaworski, CFP®

Triune Financial Partners, LLCOverland Park, KS

Tim Jenkins, CFP®

Jenkins Wealth ManagementPeterborough, ON

Ben L. Jennings, CPA/PFS, CFP®

Navigator Financial Planning, Inc.Tacoma, WA

Michael J. Jette, CFP®, ChFC, CLUCarroll Financial AssociatesCharlotte, NC

John Jay John, CFP®

Faith Financial PlannersFallston, MD

Aaron L. Johnson, CFA, CFP®

Simplifi nancialPhoenix, AZ

Gunnar S. JohnsonGateway ChurchSouthlake, TX

Tom JohnsonMoney Advice CenterJupiter, FL

Alan Johnston, CFP®, ChFCJohnston, Stuart & AssociatesChattanooga, TN

Michael L. Jones, ChFC, CFP®, MSFSNew Legacy Financial Group LLCLouisville, KY

R. Marshall Jones, JD, CLU, ChFC, AEPR. Marshall Jones, Inc.West Palm Beach, FL

Jeffrey A. Jordan, EAJordan Hatfi eld, LLCSpokane, WA

J. Mark Joseph, CFP®, CPA, ChFC, PFS, CLUSentinel Wealth Management, Inc.Reston, VA

Gary D. Jurden, CFP®, CRPCAmeriprise Financial Services, Inc.Eugene, OR

Beverly S. KafkasMass MutualGorham, ME

Andi YH Kang CFP®

Crown Wealth Management, Inc.Huntington Beach, CA

The companies of OneAmerica®; American United Life Insurance Company®, The State Life Insurance Company, OneAmerica Securities, Inc., R.E. Moulton, Inc., Pioneer Mutual Life Insurance Company and AUL Reinsurance Management Services, LLC.

© 2007–2009 OneAmerica Financial Partners, Inc. All rights reserved. OneAmerica® and the OneAmerica banner are all registered trademarks of OneAmerica Financial Partners, Inc.

Life Insurance | Retirement | Employee Benefitswww.OneAmerica.com —--

ecucuritrittiesiesies III, Incncnc. RRR, R EEE.E. MMoMo Mo lultultultononon,

With more than a century of stability, customized solutions and strong sales support, we at the companies of OneAmerica® are focused on helping you prepare and achieve your drive to success.

The product portfolio offered by the companies of OneAmerica®—(k), (b) & —Life insurance & annuities —Employee benefits—Asset-based long-term care solutions—Medical stop loss insurance

Visit our booth to learn more.

Drive with confidence

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PAGE: 43

Richard S. Kasel, Jr.Kingdom AdvisorsMoorpark, CA

W. Scott Kiesel, CFP®

Ronald Blue & Co., LLCIndianapolis, IN

Mark A. KingWells Fargo Reverse MortgageHinckley, OH

Richard D. King, CPASan Marcos, CA

Aaron C. KlopfensteinRonald Blue & Co., LLCIndianapolis, IN

James P. Kniffen, CLU, ChFC, CFP®

Financial Life Change, Inc.Raleigh, NC

Clifford “Kip” KolsonFamily Wealth LeadershipIrvine, CA

Paul V. Kraus, CPARonald Blue & Co., LLCOrlando, FL

Gary B. KringsSmith BarneyFairway, KS

Kyle E. Krull, J.D., CFP®

Law Offi ces of Kyle E. Krull, P.A.Overland Park, KS

Maria J. Kuitula, Wealth CoachWordhouse Wealth CoachingGrand Rapids, MI

Ronald L. LacyThe Woodlands, TX

Hilgardt W. LamprechtSignifi cant Wealth ManagementOrlando, FL

Nick C. Landers, CPAHinkle & Landers PCAlbuquerque, NM

Kenneth J. LandgrafKenjol Capital Management, LLCAustin, TX

Damon Lane, CLU, ChFC, IARLane Financial Management, Inc.Woodland Park, CO

Crystal Langdon, CFP®

Crystal Clear FinancesAlbany, NY

Megan P. Lathrop, CFP®

Morgan StanleySan Francisco, CA

David C. Laurion, CFP®

Raymond James Financial Services, Inc.Arden Hills, MN

Robert “Buzz” Law, CFP®

Creative Financial Group, Ltd.Atlanta, GA

Rick LaymonBeacon Wealth Consultants, IncRoanoke, VA

John LeavittLegacy Business GroupLake Worth, FL

Carter B. LeCraw, CFP®

American Values Investment, Inc.Johnson City, TN

Kingdom Advisor members have a unique and highly leveraged opportunity to impact clients. When meeting with those who have a

passion for investing in eternity, please tell them about Overseas Council, a ministry partner of Kingdom Advisors. We would be

happy to arrange a meeting to introduce you and your clients to OC and its worldwide ministry.

www.overseas.org/contactus

ADVISORS

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2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

PAGE: 44

David M. LeeDavid M. Lee, PCHouston, TX

James H. Legg, Jr.The Granville Investment Group, Inc.Granville, OH

Bruce T. LeonardAttorney Bruce T. Leonard & Associates, LLCAlpharetta, GA

John C. Lindsey, CFP®

Edward JonesSimi Valley, CA

Marie W. Liu, CFP®

Ameriprise FinancialFullerton, CA

William C. Lohnes, CLUWise PathAlpharetta, GA

Robert Lowe, CPA, CFA, CFP®

Legacy Texas Wealth AdvisorsCoppell, TX

Andrew S. Lubben, CFP®

Ronald Blue & Co., LLC.Atlanta, GA

Ralph E. Luchterhand, CFP®

Ameriprise Financial ServicesWest Linn, OR

W. Scott Luper, CPAIntegrity Financial ManagementSwannanoa, NC

James F. MacGillivray, CFP®

Mgm Ltd. Company, Registered Investment AdvisorAlbuquerque, NM

Mary O. Mahoney, CFP®

MGM Ltd CompanyAlbuquerque, NM

Raymond E. Makowski, Esq.Raymond E. Makowski, P.A.Jacksonville, FL

James M. Mars, CFP®

Holmes Murphy Financial ServicesWest Des Moines, IA

Monique R. MarshallMarshall & Associates Financial Services, Inc.Santa Ana, CA

B. Faith MartzinWarren & Martzin, LLCGreenville, SC

Jeffery W. MastersJeffery W. Masters & AssociatesFt Lauderdale, FL

Wade MattinglyNorthwestern MutualHouston, TX

A. Michael Mayernick II, CFP®

Northwestern Mutual Wealth Management CompanyNashville, TN

Mark T. McCalmon, CFP®, ChFCRaymond James Financial Services, Inc.Leawood, KS

Mark D. McCombs, CFP®

Financial Network Investment Corp.Waterloo, IA

Michael C. McCord, CFA, CFP®, CLUMcCord Capital Management, Inc.Dade City, FL

Don McKinleyWycliffe FoundationPortland, OR

For more than 20 years, the Robert Pittenger Company (RPC) has researched, evaluated, and purchased undeveloped land in the path of urban growth areas. Through a proven strategy of acquiring property, where the potential for development has been clearly demonstrated, RPC offers exceptional land purchasing opportunities to its investors. To date, RPC has acquired and invested in excess of $200 million of undeveloped land. Our success in determining

future paths of progress in stable growth regions earned annual returns on average of 20% IRR (compounded annual rate) net to our investors. All our investments are through

equity participation, with no debt and no future development obligation or risk. For further information, please visit our website at www.pittengercompany.com or call

Daniel Burns at 704.365.0065.

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PAGE: 45

Charles J. McLucas, Jr., CPA/PFSCharitable Trust Administrators, Inc.Tustin, CA

Arthur H. McQueenMcQueen Law Firm, P.C.Spartanburg, SC

Mary Kruit McWilliamsBurke, Warren, Mackay & Serritella, P.C.Chicago, IL

Stuart A. MeadConyers, GA

Michael A. Meagher, CFACaz InvestmentsHouston, TX

Eric J. Mello, MBA, IARCornerstone Financial StrategiesS. Weymouth, MA

Jonathan David Meredith, J.D.Riddle, Butts & Akiens, LLPHouston, TX

Robert E. Merwin, RFCOMNI Financial & Insurance ServicesScottsdale, AZ

Jennifer W. Migdal, CFP®

Forthright Financial Planning LLCAlbuquerque, NM

Timothy A. MilksMilks & Associates, Inc.Greenville, SC

Michael W. Miller, CFP®

PlanFIRST, Inc.Greenville, SC

Steve C. MillerUBS Financial Services, Inc.Naples, FL

Joseph H. Mitchiner, AttorneyMitchiner Law Firm, PLLCRaleigh, NC

John W. MooreJohn Moore & Associates, Inc.Albuquerque, NM

W. David Moore, PhD., CFP®

Arkansas Baptist FoundationLittle Rock, AR

R. Hal Moorman, J.D.Moorman, Tate, Moorman, UrquhartBrenham, TX

Joseph M. Mott III, CFP®

Mott & Associates IncDavidson, NC

Elaine K. Mueller, RN, CFP®, AIFARichardson, TX

James P. Mullinix, ChFC, CLUTriune Financial Partners, LLCOverland Park, KS

Jim R. MunchbachFinancial Alliance NetworkFriendswood, TX

Gary A. Nagel, RFCGary Nagel, Inc.Overland Park, KS

Roger C. Nagel, CPA, CMARoger C. Nagel, CPA, LLCAlbuquerque, NM

Larry NaultNault Financial GroupEnglewood, CO

Steward Family of FundsThe Steward Family of Mutual Funds are faith-

based, screened funds based on biblicalprinciples and consistent with a Christian

lifestyle. The Funds invest in a broad range ofinvestment options using enhanced index and

quantitative index funds.

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the Steward Funds Prospectus. The Steward Funds are available only in the United States, and may not immediately be available in your state of residence. Please read the prospectus carefully before you invest or send money.

Sales of Fund shares may only be made by prospectus. Investors should consider the investment objectives, risks, charges, and expenses of this Fund carefully before investing. This and other information is contained in the Fund’s prospectus, which may be obtained by calling 1-800-262-6631 or visiting www.stewardmutualfunds.com. Please read this prospectus carefully before you invest or send money.

Distributed by Capstone Asset Planning Company, (Member FINRA) 5847 San Felipe Street, Suite 4100 Houston, TX 77057 (800) 262-6631

NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE

PLEASE VISIT BOOTH #22

www.stewardmutualfunds.com

ADVISORS

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PAGE: 46

G. Wayne Neill, CPA/PFS, CFP®

Financial NetworkScottsdale, AZ

Sarah E. Nelms, CFP®

Ronald Blue & CompanyCharlotte, NC

Anissa M. Nelson, CPA, CFP®

Anissa Nelson, CPA, PCBlue Springs, MO

Byron L. Nelson, CFP®

Ronald Blue & Co., LLCSanta Ana, CA

Joseph W. Nelson, MBA, CFP®

Stewardship InvestmentsBagley, MN

Curtis W. NeumanFinancial Security Group, Inc.Ocala, FL

John W. Newhouser, CRPCKnight Wealth Management, LLCHouston, TX

James K. “Skip” Nichols, ChFC, CLUFinancial Planning Resources, Inc.Tulsa, OK

Cathy A. Norris, CFP®, CLTC, CRPCAmeriprise FinancialOldsmar, FL

Michael D. Novak, CFP®

Integrity Life Planning & Financial ServicesLancaster, PA

Oscar Lee Nugent, MBA, RFCWealth Management & Planning GroupSlidell, LA

Timothy J. O`Connor, MBA, CLU, ChFCO`Connor Wealth Management LLCQuincy, IL

William C. O`Connor, CFP®, EA, ATAApplied Financial Planning, Inc.Irvine, CA

Adam B. Obrecht, CFP®

LWBJ FinancialWest Des Moines, IA

Michelle Ogden, CFP®

Michelle Ogden & Company LLCWinter Park, FL

Steven E. Opdahl, CPA/PFSStrategic Financial ConceptsMinneapolis, MN

H.B. “Buck” Orr, MBAOrr Financial LLCTampa, FL

Christina M. Osborne, CFP®

Wealth Design GroupHouston, TX

Pamela L. OttenMcKenzie Financial Services, LLCSheboygan, WI

Daniel R. Owens, CPA/PFS, CFP®, CMFC, CRPCOwens Financial Group, Inc.Rome, GA

Ray V. Padron, CPA, CFP®, CIMA, PFSBrightworthNorcross, GA

William E. Palmer, Jr., CPA, CFP®, PFS, CLUAllegiance Wealth Management, IncWoodstock, GA

Karen A. ParisianAmeriprise FinancialMinnetonka, MN

Neil J. Paur, CFP®

Ronald Blue & Co., LLCSanta Ana, CA

VISION - Helping to Fulfill the Great Commission & Impacting our Culture through Biblically Responsible Investing

Stewardship Asset Management is helping Fulfill the Great Commission by assisting Christian Investors & Institutions grow their Wealth in a Biblically Responsible Manner; thereby creating “Kingdom Capital” that can be utilized to fund the work of Christian Ministries. We are helping to Impact our Culture by acting as “Salt & Light” through Biblically Responsible Investing.

MISSION - To Provide Excellence in Biblically Responsible Investing

Stewardship Asset Management provides Kingdom Class Biblically Responsible Investment portfolios incorporating Top-Tier Investment Managers on the world’s first Biblically Responsible, Multi-Manager Separate Account Asset Allocation Platform...with Excellence.

Stewardship A S S E T M A N A G E M E N T

Tel: 866-959-4SAM (866-959-4726) • www.stewardshipassetmanagement.com Stewardship Asset Management, LLC. is an SEC Registered Investment Advisor

integrit yiinntteeggrriitt yy

excellllence

iiimmmpppaaacccttt

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PAGE: 47

J.D. Pellecchia, CFP®, CIMAPellecchia Financial ServicesTampa, FL

Arlin L. Penner, CIMA, ChFC, CLU, CAPMorgan Stanley Smith BarneyFullerton, CA

Jay Peroni, CFP®

Values First AdvisorsMt Pleasant, SC

M. Tim Philpot, MBA, CPA, PFSPreservation Financial, LLCHurst, TX

C. Mark Pickle, CPAStoreHouse Financial SolutionsSugar Land, TX

Martin L. PierceMartin L. Pierce, Attorney at LawChattanooga, TN

Lon E. Pishny, CFP®

Pishny Financial Services, L.C.Garden City, KS

Renee M. Porter-Medley CFP®

Renee Porter-MedleyEstero, FL

Bruno E. Pouliot, CRPCLincoln Financial GroupSunrise, FL

Dixie L. Powell, CPA, CFP®

Dixie L. Powell & Company, CPA, PAVero Beach, FL

W. Hoagan Powell, CFP®

Wallstreet TexasSt George, UT

Larry H. Powell, CFA, MBAFountain Capital Management, LLCLeawood, KS

Louis P. Powell, CFS, EAPowell Financial ServicesCarthage, TX

James A. Powers, CFP®, CRPCLincoln Financial AdvisorsOverland Park, KS

Cindy Price, CFP®

Price Financial ServicesAltamonte Springs, FL

William R. PrichardAmerican Benefi t ConsultantsFenton, MO

James R. Priebe, CMPSConsumers Mortgage CorporationMiddleburg Heights, OH

Hunter M. Pugh, CFP®

Ronald Blue & Co., LLCCharlotte, NC

R. Scott PyleRaymond JamesMyrtle Beach, SC

Scott R. RahnWells Fargo Advisors, LLCSpokane, WA

Vincent J. RamirezRamirez & RainsChicago, IL

Risher RandallMorgan Stanley Smith BarneyHouston, TX

Randy Reed, CPAReed & Company, CPAsBoca Raton, FL

James W. Regitz, Jr., ChFCNewport Advisory, LLCNewport Beach, CA

Church Loan Fund Maturity Interest Dates Rate

10/1/2010 4.40%

10/1/2012 4.80%

10/1/2014 5.60%

10/1/2016 6.00%

Build your client’s investment portfolio and

the Kingdom

Church Capital Fund* Maturity Interest Dates Rate

10/1/2010 5.25%

10/1/2012 5.85%

10/1/2014 6.45%

10/1/2016 7.00% This announcement is not an offer to sell nor a solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state in which such offer, solicitation or sale is not authorized. Investors should request and carefully read the Prospectus before making their investment decisions in order to understand fully all of the implications and risks of the offering of securi-ties to which it relates. *Subject to Suitability Requirements

Contact Strongtower Financial at 888-378-6683 for more information.

• Newly qualifi ed

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2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

PAGE: 48

Gregory A. Reid, CIMATelemus Capital ManagementHouston, TX

David S. Reinders, CFP®

Stevenson Ranch, CA

Eric J. Reinhold, CFP®, MBAAcademy Wealth ManagmentOrlando, FL

Kristen Davis Rhyne, CFP®

Financial Network/Founders Federal CUSharon, SC

Mike RiceHome Loan Advisory GroupJupiter, FL

Kelly J. RichardsCountry FinancialLas Vegas, NV

John E. Richardson, Jr., CPA, CFP®

Strongtower FinancialEscondido, CA

Michael H. RichterUHY Capital AdvisorsHouston, TX

Gregory M. Rickert, CPA, CFP®

Hill Country GroupBoerne, TX

Paul H. Riddell, CFP®, CLU, ChFC, MSFSRiddell Financial GroupTampa, FL

Mark T. RieferLevel Paths Investment AdvisorsEdgar Springs, MO

James E. Roach, ChFCPlanFIRST, Inc.Greenville, SC

Cliff M. Robello, CFP®, ChFCCMR Financial Advisors, Inc.Honolulu, HI

Andrew J. Roberts, CFP®

Financial Advisory CorporationGrand Rapids, MI

William F. Robertson, CFP®

William F. Robertson & AssociatesFt. Worth, TX

Rebecca A. Robins CPA/PFS, CFP®

Robins Finacial, Inc.Newhall, CA

Jeffry L. Robinson, CFP®, EAFamily Financial ServicesBurnsville, MN

Miguel J. Rodriguez, CPA/PFSRodriguez, Kinzbrunner & Company LLPPlantation, FL

Jeff Rogers, CLSA, CEPThe Stewardship Alliance, LLCOcoee, FL

Jon M. Rogers, Ph.D., CLU, ChFCRogers Financial Group, LLCGreenville, SC

James RookPlanFIRST, Inc.Greenville, SC

Donald W. Roork, CFP®

Asset DynamicsToledo, OH

Bob Ross, CFP®

Integrity Financial Services, Inc.Independence, OH

Barrett Rouse, CFP®

Pin Oak Investment AdvisorsHouston, TX

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Bruce RowanLTC Financial PartnersGreenville, SC

Harold E. Rumsey, CFP®, CPA, MSBoise, ID

John H. Russell, CFP®

The Advisors GroupLubbock, TX

David W. Ruths Jr., CFP®

IPI Asset ManagementChicago, IL

Jerry A. Sackberger, CLU, CFP®

Wells Fargo AdvisorsChesterfi eld, MO

Richard S. Sadowski, CLU, ChFCChristian Financial PrinciplesHot Springs, AR

Anthony L. Saffer, CFP®

Coleman & Johnson Financial Advisors, Inc.San Diego, CA

Randall P. Sanada, CFP®, CLU, ChFC, MSFSAlliance Financial Group, Inc.Westlake Village, CA

Randy P. Sanada, Jr., CFP®

Alliance Financial Group, Inc.Westlake Village, CA

Maryjeanne M. Sandusky, CFP®

SGC Financial And Insurance ServicesSan Mateo, CA

Thomas W. Savino, MBASavino & Associates Financial NetworkIrvine, CA

Steven G. Scalici, CFP®

Merrill LynchJupiter, FL

Scott R. Schatzle, CFP®

Uhler & Vertich Financial PlannersFt. Myers, FL

Linda E. Scheideman, CFP®

Pro EquitiesKaneohe, HI

David Schoening, CPA, CFP®

Preservation Financial, LLCHurst, TX

Randall E. Schroeder, CFP®

Ronald Blue & Co., LLCHouston, TX

Christopher D. ScotchlerRonald Blue & Co., LLCBothell, WA

Michael L. Searcy, ChFC, CLURonald Blue & Co., LLCMesa, AZ

Michael J. Searcy, ChFC, CFP®, AIFASearcy Financial Services, Inc.Overland Park, KS

Robert L. Seymour, CFP®

5 Talents Wealth Management, LLCFort Collins, CO

James K. Sheek IVStifel, Nicolaus & Company, Inc.Columbus, GA

Michael Shipp, LUTCFShipp Insurance ServicesTequesta, FL

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James H. Shoemaker, CFP®

Shoemaker Financial AdvisorsGermantown, TN

Roger L. ShumakerMcDonald Hopkins LLCCleveland, OH

Kalvin Sid, CFP®

NEXT Financial Group, Inc.San Mateo, CA

Alan P. Siegel, MBA, CFS, CLTC, CFP®, CFCAAlan Siegel Financial ServicesN Easton, MA

Gary Silverman, CFP®

Personal Money PlanningWichita Falls, TX

Roger C. SimsSims & Karr Financial SolutionsGreer, SC

Dale A. Sitton, CPASitton & Hard, LLCBirmingham, AL

Samuel F. Slabaugh Sr., CFP®

EST Financial GroupDelmar, DE

Rev. Stephen R Smith, CRPCrowned Marketing Group, LLCWest Columbia, SC

Bruce D. Snyder, CFP®

Snyder Financial Group, Inc.Tampa, FL

Stuart W. Sorenson, MS, CFP®

Merrill LynchFresno, CA

Gisle G. SorliMcLean Asset Management CorporationMcLean, VA

Robert A. Sparrow, CFP®

Triune Financial Partners LLCOverland Park, KS

John Thomas Spicknall, CFP®

Capital Investment Strategies, Inc.Dalton, GA

Dennis M. Spratt, ChFC, RFCWealth Management Group Of KC, Inc.Overland Park, KS

Lacie Walker StevensMorgan Stanley Smith BarneyWest Palm Beach, FL

R.F. (Ben) Stewart III, JD, LLM, CEBSDempsey, Steed, Stewart, Ritchey & Gache, LLPBirmingham, AL

Bobby N. Stoddard, CPARonald Blue & Co., LLCMontgomery, AL

Roger E. Sulhoff, CSAPrivate Client Advisory, LLCGainesville, GA

Gerald O. Summers, CFP®, CLU, ChFC, CASLGerald O. Summers, LLCWest Chester, OH

James R. Summers, CPA, CFP®

Ronald Blue & Co., LLCSanta Ana, CA

Michael R. SuttleSuttle Financial GroupAlbuquerque, NM

Matthew J. Syverson, CFP®

Syverson & Company, LLCOverland Park, KS

Felix “Tank” Tankersley, CFP®, CTFA, MBAWachovia Wealth ManagementBirmingham, AL

David E. Taylor, CPA, PFSRaymond James Financial Services, Inc.Corsicana, TX

William H. Taylor, CFP®, CASLPrudential FinancialOklahoma City, OK

Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS, CAPMid American Financial GroupOverland Park, KS

Charles S. Terry, CFP®

Ronald Blue & Co., LLCCharlotte, NC

Jeffrey A. ThomasMorgan Stanley Smith BarneyHouston, TX

Janice A. Thompson, CFP®

Strategic Financial Solutions, Inc.San Diego, CA

Michael W. Tiberg, CFP®

Liberty Capital ManagementSanta Ana, CA

Charles P. Tiedje, CFP®, CLU, ChFCProven ResultsFort Lauderdale, FL

Troy D. TimothySitton & Hard, LLCBirmingham, AL

Robert G. Topping CFP®, MBACovenant Wealth Advisors, LLCWilliamsburg, VA

Jerry Tuma, CFP®

Cornerstone Financial Services, Inc.Dallas, TX

Doug Twohill, CFP®

Merrill LynchWest Palm Beach, FL

Jerry G. Van HoutenAmerican Asset & Wealth ManagementRiverbank, CA

Ken W. Vander Hart, CPA, ChFCHarvest Financial Group, Inc.Topeka, KS

Fred M. Vaught, ChFC, CLUCapital Resource Management, Inc.Escondido, CA

Morris E. Vickers, D.Min. AAMSFinancial Security Advisors, Inc.Rogers, AR

Thomas P. Vislisel, CFP®

Vantage Financial Partners LimitedArlington Heights, IL

Richard J. Voit, CIMAMerrill Lynch Private BankingChicago, IL

Brian A. VossFinancial NetworkWinnetka, IL

D. Alan Wallace, CFA, ChFC, CLURonald Blue & Co., LLCMontgomery, AL

Kevin A. WallaceWintrust Mortgage CorporationBartlett, IL

Patrick B. Wallace, MBA, CFP®

William F Robertson & AssociatesFort Worth, TX

M. Ross Walters, CFP®

BB&T Wealth ManagementGreenville, SC

Michael I. Wang, JD, CFP®

Financial Strategy Network, LLCChicago, IL

David K. Ward, CPARonald Blue & Co., LLCAtlanta, GA

Deborah F. Warringer, CFP®, CFCAFinancial Advisory Solutions, Inc.Sarasota, FL

Gary S. Webb, RFCWebb Financial Group - Wealth ManagementBloomington, MN

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PAGE: 51

Jerry L. Webb, CFP®

Prairie Financial Services, Inc.Naperville, IL

Gary L. Wheeler, CPAWheeler & Associates, CPAs, PCGreenville, SC

Jeremy L. White, CPABlythe, White & AssociatesPaducah, KY

John W. Wierenga II, CFCAWierenga Asset Management, Inc.Byron Center, MI

D. Gary Williams, CFP®

Trustwell Financial Advisors, LLCJacksonville, FL

E. Pierce Williams Jr.Greer State BankGreer, SC

Joe WilliamsHenderson Hills Baptist ChurchEdmond, OK

Kourt D. Williams, Ph.D.C C & B Solutions, Inc.Gardena, CA

Michael J. Williams, CFP®

Cornerstone Financial Services, Inc.Lubbock, TX

James H. Willis, IIIThe Willis Agency Inc.Land O Lakes, FL

Christina Winch, CFP®

Winch Advisory ServicesAppleton, WI

Bardie L. Wolfe, CFP®

Peak Financial Management, Inc.Broomfi eld, CO

Gary W. Wood, CFP®

Benefi t Design CorporationGlen Allen, VA

Thomas W. WoodardWoodard FinancialMayville, ND

Phyllis J. Wordhouse, Wealth & Stewardship CoachWordhouse Weath CoachingPlymouth, MI

Ira M. Work, ChFC, CFS, RFCPaul Winkler Inc.Goodlettsville, TN

George R. Yeager, CFP®, CPA/PFS, MTXRonald Blue & Co., LLCBirmingham, AL

Marlene York, CFP®

York Wealth ManagementTampa, FL

Jane Connell YoungJane Connell Young, AttorneyLouisville, KY

John T. Young, LUTCFHorizon Financial Solutions, Inc.Cross Lanes, WV

John S. Yukawa, CFP®, EARonald Blue & Co., LLCDeerfi eld, IL

Janet B. Yusi, M.S.Miracle Hill MinistriesGreenville, SC

R. Glenn Zimmerman, JD, CFP®

Kenneth Frenke & Co.Marietta, GA

Bryan D. Zschiesche, CFP®, MS, MBAFinancial Synergies Asset Management, Inc.Houston, TX

Kevin L. Zylstra, CFP®

Mid American Financial GroupNaples, FL

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PAGE: 52

Chase AdamsAdams AssociatesFort Lauderdale, FL

Erin A. BaehrBaehr Family Financial, LLCShawnee On Del, PA

Janet L. Barr, ChFC, CLUCollaborative Financial Solutions, LLCSanta Barbara, CA

Paul S. Bolen, CFP®

Cornerstone Financial Strategies, LLCSummerville, SC

Edward E. BradleyRHEMA Financial GroupDallas, GA

Dan G. BrandfastBrandfast & Associates, Inc.Lenoir City, TN

George H. CisnerosIndependence Planning GroupMarmora, NJ

Charles J. ClementCharles ClementWoodstock, GA

Michele A. ColeThe Insight TeamOverland Park, KS

Michael R. Collie, CFP®, AIFCollie Financial Planning, Inc.Asheville, NC

Vincent M ConteConte FinancialAnna Maria Island, FL

Sylvia A. CreceliusThe Stewardship Alliance, LLCPrinceton, IN

Nia Ricks DavenportWinston-Salem, NC

Craig DawsonTelemus Capital PartnersHouston, TX

Stacy L. DenHerderDenHerder & AssociatesSan Diego, CA

Bradley B. Dennison, CFAMerrill LynchHouston, TX

Cindy DersoRoswell, GA

Mark C. DimariaTonawanda, NY

Stephen A. DistanteVanderbilt Securities, LLCMelville, NY

Ann Jones Druary, CFREStar of Hope MissionHouston, TX

Zanese B. Duncan, Enrolled ActuaryNorcross, GA

Joseph E. EakinLPL Financial ServicesTyler, TX

Sonia B. ElliottLiving Waters Renaissance, Inc.Boca Raton, FL

Daniel C. FlanschaLongs Peak Financial LLCLoveland, CO

Brett W. Freese, CFP®

TrustWell Financial AdvisorsJacksonville, FL

Steven R. FrenchHarvest Financial ResourcesCincinnati, OH

Charlie Gavit, CFP®

PNC InvestmentsIndianapolis, IN

Steve HackmanStephen`s ChildrenAtlanta, GA

Christopher P. Hall, CFP®

Atlanta, GA

Catherine Hammond Esq.Hammond Law GroupColorado Springs, CO

Michael A. HansonThe Hanson Financial Group, Inc.Peoria, IL

Daniel L. Hardt, CLU, ChFC, CFP®, AAMS, CFCA_Dan Hardt Financial ServicesLouisville, KY

Charles R. Hart, CPA, PFS, CFP®, AIFVision Wealth Management, IncPlano, TX

Jennifer M. HarveyHarvey Legal Group, PLLCNorthville, MI

Kathleen D. Hayes, CIMA, CRPC, CPWAMerrill LynchHouston, TX

Barry G. HickeyBarry Hickey & AssociatesMuncie, IN

James Hicks, PhDCenter for Growth and ChangeNorcross, GA

Bonnie HongCypress, CA

Danielle HowardHoward Financial ResourcesBasalt, CO

Douglas E. Hudelson, CPAPortland, OR

Jody C. HydenAmeriprise FinancialDaniel Island, SC

Doug G. HyepockJDL SecuritiesNewport Beach, CA

Steven F. Jacob, CPAFort Lauderdale, FL

Norry Jensen, CFP®, MADallas, TX

Thomas N. Kenyon IIIFlorida Long Term Care PlannersSarasota, FL

Jason D. KrohnRaymond James / Krohn Capital Mgmt.Bad Axe, MI

Crystal Langdon, CFP®

Crystal Clear FinancesAlbany, NY

Marilyn LuceaBeverly Hills, CA

Rick MartinEquity Leadership Group

Pete MatterPortfolio Strategies Inc.Dallas, TX

Derek G. McLeanFirst Allied SecuritiesOrange, CA

E. Tobin MeisenheimerStreamline Financial ServicesNaperville, IL

Philip M. MillerLas Vegas, NV

Steve C. MillerUBS Financial Services, Inc.Naples, FL

John R. MurrayJohn Murray & CompanyBrunswick, GA

Joseph W. Nelson, MBA, CFP®

Stewardship InvestmentsBagley, MN

William C. O`Connor, CFP®, EA, ATAApplied Financial Planning, Inc.Irvine, CA

Teresita PajeAIG Financial Advisors, Inc.San Diego, CA

Ronald PalastroRSPFPS, Inc.Brooklyn, NY

Rita B. ParkerWells Fargo AdvisorsJackson, MS

Harry N. Pearson, Jr.Ameriprise FinancialBirmingham, AL

Janet Peavy, CLU, FLMIStrategic StewardshipWoodstock, GA

Mark A. Pehrson, CFP®

Wells Fargo AdvisorsMinneapolis, MN

Jo Rae Perkins, CFP®

Eagle Financial Planning & InvestmentsAlbany, OR

M. Tim Philpot, MBA, CPA, PFSPreservation Financial, LLCHurst, TX

Janice PlowdenHome Services Lending LLCKennesaw, GA

W. Hoagan Powell, CFP®

Wallstreet TexasSt George, UT

J. Kevin Powell, CFP®

My Strategic MentorLake Forest, CA

Herman RayHerman Ray, CPAWilmington, NC

David G. Rhodes, CFP®

Rhodes Financial TeamNekoosa, WI

Todd A. RingoenRingoen Financial GroupMinot, ND

William F. Robertson, CFP®

William F. Robertson & AssociatesFt. Worth, TX

David W. RobisonGlobal America FinancialLincoln, NE

We are greatly encouraged and blessed by the men and women who regularly pray for the needs of Kingdom Advisors. If you would like to be a part of our prayer team, please send an e-mail to our Prayer Team leader, Zanese Duncan, at Zanese@gmail.com.

PRAYER TEAM

P A S S I O N & P U R P O S E • K I N G D O M A D V I S O R S . O R G

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Kevin J. RochfordNuveen InvestmentsChicago, IL

James E. RowlandStrongtower FinancialFresno, CA

Jerry A. Sackberger, CLU, CFP®

Wells Fargo AdvisorsChesterfi eld, MO

Eric C. SamuelsonStewardship CatalystsOverland Park, KS

William F. SchaufertFinancial CompassCincinnati, OH

Robert J. Schuldt Jr.Merrill LynchChicago, IL

Daniel A. ShontereAmeriprise AdvisorsSarasota, FL

Kalvin Sid, CFP®

NEXT Financial Group, Inc.San Mateo, CA

Paul A. Silva, CLU, ChFCFinancial Freedom AssociatesLake George, NY

Gregory L. SperryNational Christian FoundationAlpharetta, GA

John Thomas Spicknall, CFP®

Capital Investment Strategies, Inc.Dalton, GA

Gerald O. Summers, CFP®, CLU, ChFC, CASLGerald O. Summers, LLCWest Chester, OH

Michael R. SuttleSuttle Financial GroupAlbuquerque, NM

Timothy L. TerryWellington, FL

Charles P. Tiedje, CFP®, CLU, ChFCProven ResultsFort Lauderdale, FL

Fred M. Vaught, ChFC, CLUCapital Resource Management, Inc.Escondido, CA

Carl F. von dem Bussche Sr., CFP®, AIFFinancial Guidance Group, Inc.Palm Harbor, FL

Michael I. Wang, JD, CFP®

Financial Strategy Network, LLCChicago, IL

Craig G. WearCraig Wear Financial GroupConroe, TX

Gary S. Webb, RFCWebb Financial Group - Wealth ManagementBloomington, MN

Barron WeeksNorthwestern Mutual Financial NetworkEnglewood, CO

Dan WestinQ.A. Investment ServicesMinnetonka, MN

Thomas P. Whitaker, Jr.Whitaker Law Firm, LCBradenton, FL

John R. WigingtonWells Fargo AdvisorsHilton Head Island, SC

Jamie K. Williams , CFP®

Five Talents Wealth Management, Inc.Canton, GA

Kourt D. Williams, Ph.D.C C & B Solutions, Inc.Gardena, CA

Bill WilsonFamily Wealth LeadershipMission Viejo, CA

Clifford J. WilsonBrecek & Young Advisors, Inc.Fresno, CA

James G. WinterFresno, CA

Rita WorsterBKD, LLPColorado Springs, CO

Alan S. WrightMemphis, TN

John T. Young, LUTCFHorizon Financial Solutions, Inc.Cross Lanes, WV

Don’t Miss a Word!Catch missed sessions, relive the excitement, listen again or even share with a friend. All general and breakout sessions at this conference are recorded live and are available for immediate sale after the session in the exhibit hall.

Conference CDs are an opportunity to:• Grow in your faith, • Enhance your practice, and• Learn new ideas for you and your clients.

Individual CDs - $8Group Price - Any 10 CDs for $70Entire conference set of CDs - $150

Available after each General Session and Breakout Session at the Conference Resource Desk.

PAGE: 53

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GS-1

Ron BlueGeneral Session

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

Ron BlueRon serves as President of Kingdom Advisors and on the Board of Directors of Campus Crusade for Christ and The National Christian Foundation. Ron founded Ronald Blue & Co., LLC in 1979 out of his conviction that Christians would better handle their personal fi nances if they were counseled objectively with the highest technical expertise and from a biblical perspective. That fi rm grew to manage over $2 billion in assets for its more than 5,000 clients nationwide with a staff of over 175 people in 14 regional offi ces. Ron retired from the fi nancial planning fi rm in 2003 in order to lead Kingdom Advisors. Ron is the author of seventeen books on personal fi nance from a biblical perspective, including the best-seller, Master Your Money, fi rst published in 1986 and now in its thirtieth printing, Wealth to Last, co-authored with Larry Burkett, and Faith Based Family Finances.

SESSION ONE NOTES - TUESDAY, FEBRUARY 9RON BLUE • SESSION ONE

PAGE: 54

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Bob ShankA native and lifetime resident of Southern California, Bob Shank spent 14 years as a businessman/entrepreneur in the construction industry. At 31, he transitioned from business to ministry and founded Priority Living, a faith-based organization serving business men and women in the marketplace. In 1997, he launched The Master’s Program, a leadership mentoring program that has helped thousands of leaders across North America to expose and exploit their unique Kingdom calling. While the CEO of Priority Living since 1984, Bob was also the Senior Pastor of an Orange County megachurch for four years in the early ‘90’s. He is a frequent speaker for churches, conferences, retreats and leadership training events across the country.

SESSION ONE NOTES - TUESDAY, FEBRUARY 9BOB SHANK • SESSION ONE

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

Anne Graham LotzAnne Graham Lotz, the second daughter of Billy and Ruth Graham, is a nationally-known author and speaker, and the founder of AnGeL Ministries. She is a best-selling author of eleven books, a number of which have won the prestigious Gold Medallion Award. Her most recent book is The Magnifi cent Obsession. Anne’s messages daily reach people around the world through her radio spot -- Daily Light for Daily Living. Her life-changing revivals for women, Just Give Me Jesus, have been held in over thirty cities across 12 different countries. Anne’s aim is clear - it is to bring revival to the hearts of God’s people. And her message is consistent - she calls people to a personal relationship with God through His Word.

SESSION TWO NOTES - TUESDAY, FEBRUARY 9ANNE GRAHAM LOTZ • SESSION TWO

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SESSION TWO NOTES - TUESDAY, FEBRUARY 9

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

Al WeissAl Weiss is President of worldwide operations for Walt Disney Parks and Resorts. He is responsible for operations at the company’s theme parks and resorts including the Walt Disney World Resort, Disneyland Resort, and Disneyland Resort Paris. He also oversees Disney Cruise Line, Disney Vacation Club, and Adventures by Disney. Within the company, the community, and the corporate world, Al is known for his passion for creating an unparalleled experience for each and every Disney guest, taking the business to new heights, giving back to the community and creating a world-class work environment for Disney Cast Members.

A strong advocate of balance in life, Al makes his faith and his family top priorities. He is also Chairman of the global board of Vision 360, a multi-denominational church-planting movement dedicated to transforming cities for Christ around the world.

SESSION THREE NOTES - WEDNESDAY, FEBRUARY 10AL WEISS • SESSION THREE

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P A S S I O N & P U R P O S E • K I N G D O M A D V I S O R S . O R G

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SESSION THREE NOTES - WEDNESDAY, FEBRUARY 10

Things to do while at theKingdom Advisors Annual Conference

to increase my Kingdom Impact

❏ Find out HOW I canincrease my stewardshipfocus with my clients

❏ Look for a stewardship-based client process

❏ Learn how I can providebetter counselto my existing clients

❏ Go to Booths 14/15

Coaching

❏ Connect with an organizationproviding a platform forclient referrals

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2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

Richard BlackabyDr. Richard Blackaby has served as the president of Blackaby Ministries International since July 2006. Richard is the oldest child of Henry and Marilynn Blackaby. Richard served as Senior Pastor of Friendship Baptist Church in Winnipeg, Manitoba and then as President of the Canadian Southern Baptist Seminary in Cochrane, Alberta for thirteen years. Richard has co-authored several books with his father Henry including: Experiencing God: Revised Edition, Fresh Encounter: Revised Edition, When God Speaks, Experiencing God Day by Day, and Spiritual Leadership. Richard was the managing editor and contributing author of The Blackaby Study Bible. He also authored Putting a Face on Grace: Living a Life Worth Passing On, Cross Seekers: Discipleship Covenant for a New Generation and Unlimiting God: Increasing Your Capacity to Experience the Divine. Richard speaks internationally on the Christian life, spiritual leadership and revival.

SESSION FOUR NOTES - WEDNESDAY, FEBRUARY 10RICHARD BLACKABY • SESSION FOUR

PAGE: 60

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SESSION FOUR NOTES - WEDNESDAY, FEBRUARY 10

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It’s About

FAITHEvery day we are faced with choices in life. As Christians, we are able tosee where God allows us the choice to be faithful stewards of all that weown, including how we manage His assets. There is a choice to makeas financial professionals as to where those assets are invested.

At the Timothy Plan, we will not invest in companies actively underminingbiblical values. Do not miss this opportunity to learn more about whatyour clients may already know.

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FOR BROKER/DEALER USE ONLY

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

Patrick Morley, Ph.D.For three decades, Patrick Morley has been regarded as one of America’s most respected authorities on the unique challenges and opportunities that men face. After spending the fi rst part of his career in the highly competitive world of real estate development, Patrick has been used throughout the world to help men think more deeply about their lives. In 1989, he wrote The Man in the Mirror, a landmark book that poured from his own search for meaning, purpose, and a deeper relationship with God, with over 3,000,000 copies now in print. In 1991, Patrick founded Man in the Mirror, which has impacted the lives of 10,000,000 men worldwide, has distributed 8,000,000 books, and last year worked with over 40,000 church leaders to more effectively disciple men. Through his speaking and writing, he is a tireless advocate for men, encouraging and inspiring them to change their lives in Christ.

SESSION FIVE NOTES - THURSDAY, FEBRUARY 11PATRICK MORLEY, Ph.D. • SESSION FIVE

PAGE: 62

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SESSION FIVE NOTES - THURSDAY, FEBRUARY 11

NATIONAL CALLS

LOCAL COMMUNITY/STUDY GROUP LEADER CALL Monthly 2nd Tuesday

at 4pm Eastern

NATIONAL PRAYER CALL Monthly 3rd Tuesday

at 4pm Eastern

COACHING CALL WITH RON BLUE Monthly 3rd Wednesday

at 4pm Eastern

SPEAKERS SERIES CALL Monthly 4th Tuesday

at 4pm Eastern

MEMBER-LED COMMUNITY CALLS

MORTGAGE COMMUNITY CALL Monthly 2nd Monday

at 12pm Eastern

LARGE FIRM COMMUNITY CALL Quarterly 2nd Monday

at 12:15pm Eastern

CHARITABLE GIVING COMMUNITY CALL Monthly 2nd Wednesday

at 4pm Eastern

BIBLICALLY RESPONSIBLE INVESTING (BRI) CALL Monthly 3rd Monday

at 4pm Eastern

Encouragement for Your “Passion & Purpose”Be sure to participate in any of the Kingdom Advisors Conference Calls to cultivate your passion for living out your faith in your practice. Most calls are monthly and you can easily register for calls through your Kingdom Advisors Member Profi le on the web or through

convenient “one-click” registration links imbedded in Kingdom Advisors Enews sent directly to your e-mail inbox!

NATIONAL CALLS

Be surAdvisopassiopracticeasily Adviso

c

s

COMMUNITIES FORMINGATTORNEY • Contact: Ralph Ogden • ralph@ogdenlawmodesto.com EMERGING ADVISORS • Contact: Dan Westin • dwestin@qais.biz

W W W . K I N G D O M A D V I S O R S . O R G

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

Bob CoyAt the age of 24, Bob Coy left an executive position in the music industry to serve as an Associate Pastor with Calvary Chapel of Las Vegas. In 1985, Bob and his wife, Diane, moved to South Florida and began Calvary Chapel of Fort Lauderdale. As Senior Pastor, he has become well known for his unique style in expounding the scriptures, making them come alive and relate to those of us living in the 21st Century. From the fi rst meeting in a living room with four in attendance, Calvary Chapel Ft. Lauderdale has now become home to thousands of men and women in South Florida. Though many have tried to attribute the rapid growth to numerous reasons, no one is more surprised by the phenomenon than Pastor Bob Coy, who gives the total credit and glory to God alone.

SESSION SIX NOTES - THURSDAY, FEBRUARY 11BOB COY • SESSION SIX

PAGE: 64

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SESSION SIX NOTES - THURSDAY, FEBRUARY 11

Are you equipped to help clients seeking joy, purpose, and impact in their second half of life?

If not,

you’re missing

a huge opportunity to strengthen relationships with

clients who want to make a

difference in this world and

beyond.

Here’s the catch: It’s difficult to

help clients sort through the “life

purpose” question if you haven’t

done so yourself. Do you know

your passions? Your talents? Your

life purpose and how it integrates

with your practice?

Take the first step in helping your

clients by helping yourself. Go to

www.halftime.org/fp and click on

“Contact Us” to order your free

copy of Bob Buford’s Halftime

book.

If you’re interested in attending a

free, advisors-only Halftime work-

shop in your community, click on

the “Other” box on the Contact Us

page and let us know. We’ll send

you the list of cities where these

workshops are being held.

halftme.org/fpThe Halftime Initiative is a non-profit organization that

serves as an extended partner to financial advisors dedi-

cated to helping clients move from sucess to significance.

2 0 1 0 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E

PAGE: 66

10:00 A.M.

“2010 Market Outlook” Bob Doll - Grand Ballroom

Navigating fi nancial markets in the midst of the current economic realities can be challenging at best. Join Bob Doll, Vice Chairman and Chief Investment Offi cer of Global Equities at BlackRock, Inc. as he shares his insights on the state of the global economy and his predictions for the markets and the best performing sectors for 2010. Come prepared to learn new ideas to position your clients portfolios in preparation for an economic recovery.

“Discovering Your Purpose: Exploring Why You Are Here” Ken Boa - International Ballroom F

One of life’s fundamental questions relates to the critical issue of coming to grips with our purpose for being in this world. This session will focus on: • The need for purpose (being) • Biblical principles of purpose (knowing) • Discovering your unique purpose (doing)

11:15 A.M.

“Run a More Effective Practice Using Focus Days” Paul Anthes - International Ballroom F

The best coaching programs utilize various types of days with a specifi c focus to help business owners effectively run and manage their businesses. Join us for this breakout session to examine the most effective types of days including focus days, non-vocational ministry days, buffer days, free days, and personal days. Get ready to enhance your personal, business and ministry effectiveness as we explore best practices for regaining focus in your practice.

“Building the Bridge from Calling to Stewardship” Bob Shank - International Ballroom D

For the committed Christian, Kingdom Calling and Kingdom Stewardship are both important considerations. But these factors are often addressed as stand-alone components, rather than interconnected considerations. In this workshop, we’ll discover that Kingdom Calling is the vision for which Kingdom Stewardship becomes the strategy. Are you clear about your Kingdom Calling... and are you ready to assist your clients in the pursuit of theirs?

“Strategic Visionary Planning”Gordon D’Angelo - International Ballroom E

Gordon D’Angelo, Chairman and CEO of NEXT Financial Holdings, shares about the power of Strategic Visionary Planning. “Where there is not vision, the people perish” (Proverbs 29:18). The concept of God’s power can be called upon with accuracy and abundance. You can positively engage a multitude of lives creating predetermined positive outcomes. Your visionary plan is a powerful part of God’s plan. Find out how accessing God’s inspiring energy in visionary form can empower your life.

“ Adding Intuition and Precision to Asset Allocation with Dedicated Portfolios” Steve Huxley - International Ballroom A

Clients sometimes have only a hazy understanding of the rationale behind their stock, bond, and cash allocation. The nuances of classic modern portfolio theory, asset allocation, and standard deviations can hardly be called intuitive concepts, especially for retirees. Dedicated portfolios provide a powerfully intuitive way to bring precision to the asset allocation decision. Coupled with lifetime planning, the asset dedication process can provide protected income streams over personal time horizons and lead to allocations that clients easily understand.

“The Christian Centered Law Practice” Dave Brown, J.D. - International Ballroom B

David Brown, Principal Attorney of California based Brown & Streza, LLP, will give attorneys insight into the growth, sustainability, and Kingdom-oriented prosperity of his estate planning, business planning, and succession planning law fi rm, through their implementation of Christian principles. David will provide insight on his own journey as an attorney and Christian, as well as provide practical tools/best-practices for a Christian-centered law practice, by taking a faith-based approach, not only with clients, but with staff, associate attorneys, accountants, and fi nancial planners.

WEDNESDAY - FEBRUARY 10 - PASSION & PURPOSE BREAKOUT SESSIONS

North Tower M2/International Ballroom Breakout Workshops

PASSION & PURPOSE • BREAKOUT SESSIONS

P A S S I O N & P U R P O S E • K I N G D O M A D V I S O R S . O R G

PAGE: 67

10:00 A.M.

“ Building Deeper Relationships by Freeing Clients to Pursue Their Vision”Sanford Coggins - International Ballroom A

An extraordinary life begins with a vision. You can help your client enhance their vision by your ability to ask profound questions, and use intentional listening and feedback skills to assure the client that “You Get It!” Synthesize and apply best practices to achieving your client’s dreams by helping them navigate around their own personal roadblocks to the freedom of pursuing their vision. Join us for this session and learn how to enhance client relationships by helping them change the legacy they leave to their families.

“ Let’s Get Practical: Ten Creative Giving Strategies for Your Planning Tool Box”Jay Link - International Ballroom D

This session will introduce ten creative ways your clients can dramatically increase their Kingdom giving (without writing a check) while at the same time take care of their own fi nancial needs and still provide their heirs an appropriate inheritance. You will see how to employ each of these different charitable planning tools. Then you will see how by strategically combining some of these tools together you will realize an even greater increase in planning leverage and Kingdom impact.

“ Discovering God’s Economy for your Business and Client Relations”Sharon Epps - International Ballroom B

There’s a battle between man’s systems and God’s design. No matter what the economic, political or social climate, we know that God is the solution. But how do we connect the dots in practical ways? In this session, we will explore the divine integration of the mystery of God’s Lordship with our stewardship and generosity. We will provide practical tools to discover God’s economy for yourself and your clients. You will know you’ve made the transition when you are spiritually renewed, stewarding wisely, and generously living!

“ Confronting the Big Issues Keeping You From Integrating Your Faith and Your Practice”

Rusty Leonard - International Ballroom E

Rusty Leonard will take a hard look at the practical and philosophical obstacles all advisors face as they sincerely seek to meld their faith and their practice together. Rusty will discuss the issues he faced in his own journey from a top secular money manager to one who has committed to integrate his work and faith in a manner that honors the Lord. Rusty will also address the most common and toughest objections he faces to the Biblically Responsible Investing (BRI) approach used at Stewardship Partners. Please join us for what is sure to be a provocative and thoughtful session.

“ Managing Confl ict with Clients, Coworkers, and Vendors: Keys to Success” Dean Harbry - International Ballroom F

Most people recoil at the thought of engaging in confl ict, yet this is a real part of everyday life. Confl ict can be resolved constructively, yielding closer relationships, or destructively, which causes an erosion of trust between two or more people. Join us at the “Managing Confl ict” breakout to fi nd out how to engage with those around you in a redeemed fashion, keeping short accounts. The expected results include stronger relationships, a more peaceful existence, and overall improved communications with others.

11:15 A.M.

“ Developing a Growth Strategy for Your Practice” Vince Birley - International Ballroom F

Most advisory fi rms have a desire to grow without much of a plan to accomplish it. In this breakout session, we will explore the advisor growth options, considerations, and critical success factors. In addition, we will look at the industry growth data and examine the industry value proposition evolution. This valuable and insightful session will give you the foundation to execute an effective growth strategy for your fi rm.

“ Journey of Generosity: A High Impact Event for You and Your Clients” Todd Harper - International Ballroom A

There are many factors that enrich our spiritual growth, but none more surprising than the depth that comes from exploring The Journey of Generosity. Hosted by an individual, couple or organization, these gatherings are guided by a Generous Giving facilitator and expose participants to the life changing message of generosity while engaging the heart around the topic of giving. Learn how you can utilize this powerful tool with your clients.

“ Building a Power Culture - Finding the Pillars During the Storm”

Doug Buce - International Ballroom D

This dynamic presentation is designed to help fi nancial professionals identify and implement differentiating pillars within themselves and their business culture to create a practice that matters. Humility based leadership, unique divine design, psychological leveraging, and a passion for consistent execution are addressed in a way that will leave participants motivated, inspired, and focused on amplifying life impact.

“Taming the Paper Tiger in a Digital World” Barbara Hemphill - International Ballroom B

When you are born, you get a birth certifi cate. Your ability to fi nd that document and the tens of thousands of other items that will come into your life from that day forward will directly impact the quality of your work, your life, and your relationships - even your memory. Time is your most valuable asset whether you want to get more done - or work fewer hours - getting organized is the key to increased profi t, productivity, and peace of mind.

“Why Should You Play To Your Strengths?”Andy Goddard - International Ballroom E

Unfortunately, most of us have little sense of our true talents and strengths, much less the ability to build our lives around them. Guided by our parents, teachers, managers and others in our world, we become experts in our weaknesses and spend our lives trying to repair these fl aws, while our strengths lie dormant and neglected. Andy Goddard, a professional coach at Halftime, will examine what this looks like and show you a way to lock into your unique God-given strengths.

THURSDAY - FEBRUARY 11 - PASSION & PURPOSE BREAKOUT SESSIONS

“Put Your Faith In Practice“ The Kingdom Advisors Coaching Program is designed to help committed Christian

fi nancial professionals build successful Kingdom-focused practices. Moving beyond the “why” to the “how,” participants will come away with greater confi dence in putting biblical principles into action and leveraging Kingdom opportunities with their clients. Through new insights, action plans and accountability, Christian fi nancial professionals will experience deeper client relationships, greater levels of signifi cance personally, and enhanced effectiveness in their practices.

TRACKS:

• Moving from Success to Signifi cance

• Applying Biblical Wisdom in Your Counsel

• Offering Life Counsel to Clients (Managing Time, Talent & Treasure)

• Growing Personally and Spiritually

• Counseling Clients in their Journey of Generosity

• Effectively Managing Your Practice

• Leading Others with Passion and Purpose

LEAD INSTRUCTOR

STRUCTURE:

• Quarterly Meetings

• 24 hour Meeting Format

• Small Group Discussion & Accountability

• Experienced Advisor Coaches

• Practical Application Exercises

• Lectures from World Class Instructors

• In-Between Meeting Activities & Interaction

DATES AND LOCATION:Year 1: 2010, Atlanta, GA: Session 1: May 19-20 Session 2: August 25-26 Session 3: November 17-18 Session 4: March 9-10

* All sessions begin at noon on day one and end at 1pm on day two.

Year 2 & 3: Session Dates TBD

KINGDOM ADVISORS • 5605 GLENRIDGE DRIVE, SUITE 450 • TEL: 404-497-7680 • FAX: 404-497-7685 • WEB: KINGDOMADVISORS.ORG

SUBJECT EXPERTS:

Ron Blue Ron Blue will be providing the majority of the instruction during the three-year coaching program. He will be joined by subject experts at various times to enhance the program effectiveness.

SUBJECT EXPERTS:

Register Now For Class Two

Pat MacMillan Triaxia Partners

Jerry Foster Foster Group

Lloyd Reeb Halftime

Vince Birley Ronald Blue & Co.

Ken Boa Refl ections Ministries

Greg Sperry National Christian Foundation

Todd Harper Generous Giving

Paul Anthes Financial Advisory Corporation

Andy Goddard Professional Coach

COST:$3,000 per year - three year programAnnual and Quarterly Payment Options Available

REGISTER:Registration is available during the conference at the Kingdom Advisors Resource Table.

COACHINGPROGRAMK I N G D O M A D V I S O R S