About Us

Tai-Chin Tung, CEO
Tai-Chin has over 30 years of experience in the investment industry, having held executive leadership roles in the United States and abroad. Tai-Chin’s multi-disciplined experience and multi-functional approach underpins her solution-oriented investment approach. Through her experience as a member of both Fidelity’s Asia Operating Committee and Charles Schwab Asset Management’s Investment Committee, Tai-Chin developed a unique combination of investment and distribution expertise that benefits a wide range of clients. In addition, her Operations background, spanning various geopolitical environments, enables her to take a global perspective in offering options and solutions for clients. Since departing from Fidelity, Tai-Chin has dedicated her energy in organic farming, education, retirement planning and medical aspects of finance to promote general well beings of end clients.  Her work focuses on investing directly in pre-public stage companies who have clear missions to create good and on providing strategic directions to private companies in the areas of growth and operating leverage.

Douglas Heikkinen, Founder, Editor and Creative Director
Doug has over 25 years of experience as a marketing and communications professional, providing creative services to the financial services sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business. From out of the “cage” at Shearson Lehman Brothers, he spent 12 years at Schwab Advisor Services where he was instrumental in all aspects of the areas growth and maturity. Since then, he’s co-led two successful start-ups, and was also the President of a Northwest brand/design agency. His vast experience has led him to be mindful and focused on what matters most within the financial services industry, while letting his creativity flow into our business and clients. Contact him at douglas@advisorpedia.com.

Jakie Kangas Beard, Vice President of Marketing
Jakie is responsible for marketing, digital media production and sponsorship fulfillment for Advisorpedia. She has more than 15 years of marketing, communications and event management experience in the financial services industry, and built a deep understanding of Advisors, investors and the challenges they face through her work at Wells Fargo Wealth Management, Schwab Advisor Services and Schwab Corporate Services. You can reach her at jakie@advisorpedia.com.

Todd Schriber, Senior Writer
Todd Shriber has been covering financial markets for close to two decades. During the global financial crisis, he was a trader at long/short hedge fund, specializing in sector and country-specific exchange traded funds. He parlayed that into a more than decade-long, still active career analyzing and writing about ETFs. In addition to ETFs, he covers financial aspects of the casino industry, including earnings, mergers and acquisitions and SPAC transactions. He lives in Las Vegas with his black labrador.

LeeAnn Roy, Editorial Associate
LeeAnn drives key research initiaives along with reporting on sales and business metrics for Adivsorpedia. She has a degree in accounting and finance from Southern New Hampshire University and speaks conversational Japanese. leeann@advisorpedia.com 

Julia Smollen, Digital Marketing Coordinator
I am a recent graduate of Fordham University in NYC where I am based, having completed my studies in digital technologies and emerging media. My career pursuits are directed towards digital production and marketing where I can combine my knowledge of digital technology with my passion to create. I'm excited to be on the Advisorpedia team, bringing my versatility within the digital space to work efficiently and effectively with our current and prospective clients. You can reach her at julia@advisorpedia.com

Tory Miller, Digital Marketing Coordinator
Tory joins the Advisorpedia team after years of managing groups and individuals across several different fields. As a manager, project manager, and owner and proprietor of a small business, he has developed and managed diverse projects in areas ranging from the creative to the professional. In his free time, he enjoys spending time with his guitars and keyboard. You can reach him at tory@advisorpedia.com

Amit Greenshtein, Social Media

Amit Greenshtein has over 10 years of experience in the social media industry of financial services, with a focus on curating valuable content related to financial literacy and investments. Amit is a graduate of engineering from the University of California, Berkeley. In his free time, Amit enjoys reading and playing basketball. 

Advisorpedia | IRIS Media Works, LLC
624 S 6th Street
Las Vegas, Nevada 89101