William Barack, Ph.D.
Barack Capital Management

Dr. Bill Barack holds BS, MS and Ph.D. degrees in aerospace engineering and enjoyed 30+-year career in designing manufacturing processes and equipment. He served as the Engineering Manager for Calphalon Corporation, consulted with various Fortune 500 companies for Morrison Knudsen, and spent 20 years with General Electric designing products from jet engines to light bulbs. This experience instilled in Barack an appreciation for rigorous system design and implementation which he carried over into the formation of Barack Capital Management in 2000. Removing as many uncertainties as possible and managing those that still exist is integral to his management processes.

John Ehlers
MESA Software

John Ehlers is the author of the MESA cycles-measuring program and the books “MESA and Trading Market Cycles”, “Rocket Science for Traders”, and “Cybernetic Analysis for Stocks & Futures.”  An electrical engineer, Ehlers received his BSEE and MSEE from the University of Missouri and did his doctoral work at The George Washington University, specializing in Fields & Waves and Information Theory. He has retired as a Senior Engineering Fellow with one of the largest Aerospace Companies. Ehlers has been a private trader since 1976. He discovered Maximum Entropy Spectrum Analysis while attending an Information Theory seminar in 1978 and reduced the theory to a computer program useful for trading. Ehlers has written extensively about technical trading and has spoken internationally on the subject.

Mark Pankin, Ph.D.
MDP Associates

Mark Pankin holds a Ph.D. in Mathematics from the University of Illinois, Chicago. Prior to going into the RIA business, he taught math at the university level in Iowa and West Virginia and developed mathematical and statistical models for a consulting firm in the Washington DC area. When not involved with financial activities, Pankin enjoys analyzing baseball strategies using mathematical models he has developed.  He is the owner of MDP Associates LLC in Arlington, Virginia, an investment advisory firm that he founded in 1994.

John Sosnowy
SIMCO

John Sosnowy was the founder of NAAIM in 1989. He has been in the investment business for 40 years, most recently as president of Sosnowy Investment Management Company (SIMCO) and vice-president and portfolio manager of Flexible Plan Investments, Ltd.  During his decades of investment management experience, Sosnowy has been a nationally recognized pioneer in tactical asset allocation/risk management strategies. He is a member of the American MENSA Society and holds a Bachelor of Science in Mathematics and a Master of Science in Industrial Engineering from Texas Tech University.

Jerry Wagner
Flexible Plan Investments, Ltd.

Jerry C. Wagner has been active in market analysis, designing methodologies and management of personal investment portfolios since 1969. He was a founding member and has served as a Director, Chairman, President, and Vice President of the National Association of Active Investment Managers (NAAIM). Wagner earned a BA in political science and a Master's in industrial relations from Michigan State University and went on to receive his Juris Doctor degree from the University of Michigan. He initially made his career in the legal profession and was head of the tax and securities law department of a 35-attorney law firm. He has been President, Director and sole shareholder of Flexible Plan Investments, Ltd. since its formation in February 1981.