Brandon Gadoci has served as both a financial advisor and a manager in the wealth management industry for the last eight years. After graduating from The University of Texas at Austin he quickly went to work for UBS Financial Services and eventually found his way to Merrill Lynch. Over the course of 8 years, Brandon successfully built, managed and transitioned a practice of nearly 100 million dollars in client assets. At Merrill Lynch Brandon oversaw one of the largest training programs in the country and helped some 100+ FAs build their respective practices.

Prior to the financial services industry Brandon had built a successful web design firm by the name of BigFry IMS in Austin, TX. BigFry was eventually acquired by HotSchedules, a labor force management company in its 10th year of operation from Austin, TX.

In June of 2009 Brandon left the world of wealth management because of an idea to start a company that could change the way wealth management worked. This idea was fabeetle. After consulting with industry experts, friends, and family, Brandon found enough conviction to make fabeetle his top priority.

Brandon is happily married and lives in Dallas, TX with his wife and son.

Brian comes to fabeetle with over ten years of software development experience and over half a decade of infrastructure experience. He earned his Bachelor of Science in Business Administration with an additional Computer Science minor from Winthrop University. During and beyond his studies he served as a Business Systems Analyst for a mid-sized regional trucking company in the southeastern United States, having developed and maintained a variety of internal software and implemented major infrastructure projects. Among these were software license management, automated systems management and software distribution, shift towards blade architecture, strong virtualization initiatives, data integration of otherwise disparate mission-critical systems, and real-time disaster recovery efforts.

In recent years Brian served at a publicly-traded Dallas-based financial services company that acquired, managed, and resold pools of secured mortgages and promissory notes. There, he was responsible for spearheading several major line-of-business software implementations to align with changes in business strategy, establishing technology policy and disaster recovery plans, bringing the company into Sarbanes-Oxley IT compliance, streamlining department operations, and filling out infrastructure to meet the company's aggressive growth plans.

Eric earned a Bachelor of Science in Economics from The Wharton School in 1988, an A.M. in Mathematical Statistics in 1990 and a Ph.D. in Mathematical Statistics in 1994 from Harvard University. He joined the Wharton faculty in 1996.

On January 1st, 2008 Eric took over as Editor-in-Chief of Marketing Science. He was recently named one of eight inaugural University of Pennsylvania Fellows, a Fellow of the American Statistical Association, a Fellow of the American Education Research Association, a Fellow of the Wharton Risk Center, a Senior Fellow of the Leonard Davis Institute for Health Economics, is past chair of the American Statistical Association Section on Statistics in Marketing, is a statistical Fellow of Bell Labs, and was previously named DuPont Corporation’s best young researcher. His academic research interests include Bayesian modeling, statistical computing, and developing new methodology for unique data structures with application to business problems, education and psychometrics and health outcomes.

Eric has recently co-authored a book titled Marketing for Financial Advisors.

Brett is the Founder and CEO of Bazaarvoice, where he is responsible for guiding the company's strategy and overseeing day-to-day operations. Brett is a seasoned executive widely recognized throughout the online industry for turning groundbreaking ideas into leading businesses.

Brett has extensive experience in the online marketing arena, especially as it pertains to the eCommerce industry. He founded Coremetrics in February 1999 after spending 10 years developing Internet-based software. Brett helped grow Coremetrics into the leading marketing analytics solution for the eCommerce industry, servicing more than 1,000 clients today. Forrester Research eventually rated Coremetrics #1 in the industry. Prior to Coremetrics, Brett was the founder and CEO of Hurt Technology Consulting and BodyMatrix, an online retailer of sports nutrition products, which he sold. Before that, he was a consultant at Deloitte Consulting and Andersen Consulting (now Accenture). Brett has more than 15 years of Internet programming experience and has developed multiple software applications, including Internet marketing analysis solutions, eCommerce platforms, Web-based classroom management applications, virtual communities, multiplayer online games, and Bulletin Board System (BBS) software. He started programming when he was seven years old, launched a BBS on a 110-baud modem when he was ten, and created one of the first Internet-based multiplayer games in 1990. Brett holds an MBA in High-Tech Entrepreneurship from the Wharton School at the University of Pennsylvania and a BBA in Management Information Systems from the University of Texas at Austin.

Mark J. Astarita is admitted to practice law before all state and federal courts in the States of New York and New Jersey as well as the United States Supreme Court. Since his graduation cum laude from New York Law School in 1981, Mr. Astarita has practiced law primarily as a corporate and securities litigator, representing individuals and corporations in a wide variety of legal disputes, ranging from employment disputes to trade secret litigation to sophisticated securities litigation.

From 1984 through 2000 as a partner in the law firm of Gusrae, Kaplan & Bruno, and today, as a founding member of Beam & Astarita, LLC, Mr. Astarita has concentrated his work in the area of securities regulation and litigation. During his career he has primarily represented stock brokers, investment advisors, compliance officers as well as their firms, in all aspects of their business and regulatory affairs. His representation includes all regulatory and compliance matters related to brokerage firms, hedge funds and investment advisors including federal and state registration and examinations, court litigation, securities arbitrations, disciplinary proceedings, and regulatory investigations. A summary of Mr. Astarita's more interesting and novel cases is contained in the document Beam & Astarita Significant Cases and Decisions. Mr. Astarita also represents investors on exceptional cases, and is one of the few attorneys to obtain (and receive payment of) a million dollar punitive damage and attorney fee award against a brokerage firm for misconduct.

Martindale-Hubbell, the most respected and impartial source of information about attorneys in the U.S., Canada and worldwide, has given Mr. Astarita their highest rating ("AV"), and have determined that his legal ability is very high to preeminent and his ethical standards are very high. An attorney in the US cannot receive a higher rating than this rating from Martindale-Hubbell.

As VP of Product Development, Casey integrates his hospitality industry experience with his technical background and creativity. By partnering with HotSchedules' clients he is able to understand their unique requirements and work with the team to develop products that exceed client needs and expectations. Casey works with solution architects, account management, and support personnel throughout the development process to ensure that each client is receiving the best possible tools and support from HotSchedules.

Casey came to Austin to study filmmaking, though upon graduation from The University of Texas at Austin in 2000 with a concentration in screenwriting, his growing passion for technology lead to further study in computer science. He became Java certified, and began contracting work as a programmer for web sites and small web applications. Soon after he took a role as Director of Marketing for N.L. Associates, creating the company's first eCommerce site, and managing the production of 13 new titles. Two years later, Casey returned to HotSchedules to develop the company's first Point of Sale integration. Currently, Casey managers the development team, and over the past 5 years, the company has grown from 65 restaurant clients to over 4,000. Boasting nearly 6 million logins a month and nearly 500,000 users, HotSchedules is the premiere scheduling application for the restaurant industry.

Dave retired as a Managing Director at Merrill Lynch in 2007, where he personally hired, trained and worked with over 500 Financial Advisors. Dave worked with over 75 million and multimillion advisors to include 5 of Merrill Lynch’s top 30.

Dave’s career with Merrill Lynch spanned 27 years from 1980 to 2007. His responsibilities included: Financial Advisor, Producing Manager, Sales Manager, Complex Manager, National Sales Manager, and Managing Director. During his 20 year management career, he was recognized four times for being one of Merrill Lynch’s top National Managers, and awarded “Regional Office of the Year” three times. While at Merrill Lynch his Advisor training programs had a consistent success rate significantly higher than the industry average.

Currently, Dave is the President of LearnTactix, a training company specializing in the financial services industry. He is the author of a bestselling book, The Million Dollar Financial Services Practice and has just completed his second book Lessons from the Top Financial Advisors, which will be published in 2009. He has been featured in Investment News and Smart Money magazines. Dave has spoken to thousands of Financial Advisors and Managers about sharing the best practices and processes developed through his 28 year financial services career where he worked with some of the industry’s top Advisors. Dave’s objective is for LearnTactix training to be a career changing experience for participating Advisors and Managers.

Dave's book can be purchased at Amazon.

Julie is a co-founder of Constantin Partners. She brings nineteen years of venture experience to her portfolio companies, which include: Bazaarvoice, Tripwire Security Systems, EzRez Software, Coremetrics, Experience Project, and SAMBA Holdings. Prior to Constantin Partners, Julie was the Director of the Internet Initiative for PFI, a telecommunications start-up which built fiber optic networks in 14 cities. Before PFI, she was with a venture financing firm making investments in software, communications and biotechnology companies.

She is on the Board of The V Foundation for Cancer Research and is the co-founder and board member of The V Foundation Wine Celebration – a charity wine auction – which has raised over $30 million for cancer research. Julie is also the Chair of the Marin Board for Women's Initiative for Self Employment which provides educational training for lower-income women to start and grow their businesses.

She holds an MBA in Finance from The Wharton School, University of Pennsylvania and a Bachelor of Science in Entrepreneurial and Strategic Management also from The Wharton School. She lives in the San Francisco Bay Area with her husband and two sons.

Ryan is a Partner with Constantin Partners. He joined the firm after more than 10 years of consulting and management experience. He spent the majority of the past decade with McKinsey & Company - where he served a range of clients in the high-tech, financial and telecom spaces. His strategy and operations work has taken him around the globe, working in McKinsey's San Francisco, Silicon Valley, London, Hong Kong and Tel Aviv offices.

He has counseled CEOs and top management across the range of business issues, from corporate vision setting to product definition to streamlining back-office operations to more cost-effectively meet customer needs. He provided investment advice for a global multibillion private equity firm and a leading Israeli VC.

Ryan is on the Board of The V Foundation Wine Celebration – a charity wine auction – which has raised over $30 million for cancer research.

Ryan holds an MBA from the Wharton School at University of Pennsylvania, with honors, and did his undergraduate work at Haas School of Business, UC Berkeley where he was top of class.