David B. Loeper, CIMA®, CIMC®

Chairman / CEO

Prior to founding Financeware in 1999, Mr. Loeper was Managing Director of Strategic Planning for the retail brokerage division of Wheat First Union. During his ten years there, he served as Director of Investment Consulting, Managing Director - Technology and Strategic Planning, in addition to creating and managing the Profit Formula program (a semi-independent representative business). Additionally, Mr. Loeper's past experience includes serving on the Investment Advisory Committee of the nearly $30 billion Virginia Retirement System.

In addition to his practical business experience, Mr. Loeper has been active in several industry associations. He has been a member of IMCA (Investment Management Consultants Association) for over a decade and served on IMCA's Advisory Council for several years. He most recently served as Chairman of the Advisory Council. Additionally, he was granted the CIMA designation (Certified Investment Management Analyst) in 1990 by completing a program offered through Wharton Business School, in conjunction with IMCA. Prior to the merger of ICIMC (Institute for Certified Investment Management Consultants) with IMCA, Mr. Loeper was an active member of ICIMC and had served on the Asset Consulting Roundtable. He has been a featured speaker at numerous industry events and often contributes to industry publications as well as appearing on CNBC, Bloomberg TV and Yahoo Financevision.

Robert P. Wilson, CPA

Chief Financial Officer / Chief Compliance Officer

Mr. Wilson served as Managing Director and Treasurer of First Union Corporation's Retail Securities Group, which is now the sixth largest retail brokerage organization in the United States. His last assignments at First Union included M&A analysis and due diligence on various regional brokerage firms and financial analysis on First Union's e-commerce brokerage strategy.

Mr. Wilson joined First Union following the merger of First Union and Wheat First Butcher Singer, Inc. in 1998. At Wheat First, he was Managing Director and Treasurer with over 17 years of finance, accounting, financial systems, capital utilization and risk management experience in a variety of positions, including serving as Chairman of Wheat First's Capital Markets and Fully Disclosed Clearing Credit Committees. Prior to joining Wheat First, Mr. Wilson worked for three years in public accounting with Ernst & Young. He earned a B.S. degree in accounting from Virginia Tech and a M.S. in Business with a finance concentration from Virginia Commonwealth University.

Karen K. Nelson

Senior Vice President / Chief Products Officer

Ms. Nelson comes to Financeware, Inc. with extensive project management and systems analysis experience in various vertical markets. She has managed many diverse development projects ranging from financial application development projects to a major supply chain re-engineering project. Prior to joining Financeware in 2000, Ms. Nelson served as Manager of Mid-Atlantic Application Development for The Allied Group. While at The Allied Group, Ms. Nelson managed application development projects for such companies as: AOL Time Warner, National Geographic, Sun Microsystems, General Motors, Phillip Morris, NEXTEL and others. Prior to working with The Allied Group, Ms. Nelson was with the Westvaco Corporation managing numerous system analysis and information system development projects.

Ms. Nelson holds degrees in computer science and business administration.

John ("Jack") J. Cully

Senior Vice President / Investment Manager

With nearly thirty years of investment industry experience advising high net worth individuals, families and retirement plans, Mr. Cully delivers objective and continuous life relative financial advice to clients of The Cully Wealth Management Group. His past experience includes Wachovia Securities as a Senior Vice President-Investment Officer and Senior Private Investment Management Portfolio Manager. Prior to joining Wachovia Securities in 2002, he was with Merrill Lynch as Vice President, Private Investment Advisor Portfolio Manager.

The father of three children and a lifelong resident of the Pittsburgh area, Jack attended Clarion University on a football scholarship and earned a B.A. in Business Management. In addition to being an Ironman® Triathlete, he is committed to community service and supporting positive growth for our youth through his activities with North Allegheny Tiger Pride Youth Football and the Ingomar Franklin Park Athletic Association.

William J. Malla

Vice President, Controller

Prior to joining Financeware, Mr. Malla was an Associate Vice President with First Union Securities. Mr. Malla served in several different capacities at First Union, the last being a Financial Analyst in the Profit Formula program, a semi-independent representative business, where he managed the compensation program. Mr. Malla was also involved in financial systems, commission and compensation systems integration, performance reporting for the managed accounts area, and various other human resources and benefits areas.

Mr. Malla has a B.S. degree in Finance from Virginia Tech.

Edward ("Gary") Wirwille, CRPC®

Vice President, Retirement Plans

Mr. Wirwille has more than 20 years of qualified and non-qualified retirement plan experience, most recently as a Business Development Director for RSM McGladrey's Retirement Resources covering the Mid-Altantic and Northeast. His depth of experience in the industry includes plan design, funding, communication, education and administration. As Vice President of Retirement Plan Consulting Services of Wachovia Securities, LLC. Mr. Wirwille played a critical role in the strategic marketing, development and sales of retirement plan business.

Mr. Wirwille has a bachelor's degree from Virginia Tech and a Retirement Plans Associate's designation from the Wharton School of the University of Pennsylvania. He earned the Chartered Retirement Plan Counselor® designation through the College for Financial Planning and also earned the Accredited Investment Fiduciary® designation through the Center for Fiduciary Studies at the University of Pittsburgh.

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