Meet Our Panel

Mary Ann Buchanan

RIA Match, CEO and Co-Founder

Mary Ann's 28 years in the securities industry spans business development, relationship management in independent broker-dealers and RIAs. For 20 years, Mary Ann has worked directly with advisors helping them resolve the issues of succession planning and growth. She spent 4 years recruiting advisors for a large corporate RIA nearing the $1 billion AUM level. She began her career building a securities practice in a regional wirehouse. She holds the Series 7, 66, and 24 securities licenses. 

Mary Ann earned a BA in Economics from the University of Michigan.

Securities offered through Cape Securities, Inc., member FINRA, SIPC, MSRB
Advisory services offered through Morse Capital Partners, LLC. 

David DeVoe

DeVoe & Company, Founder & Managing Partner

David DeVoe is the founder and managing partner of DeVoe & Company.  Previously he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 300 advisors.

As part of this role, David also oversaw the Strategic Business Development sales team, which manages relationships with Schwab’s large, complex clients. The group’s segments included large national clients, consolidators, independent broker-dealers and TAMPs, custodying over $130B in assets at Schwab.

Previously, David was Director of Practice Management Programs at Schwab Advisor Services. He was responsible for developing and managing a suite of programs to help advisors with business-critical issues, including transition planning, compliance and human capital. Prior to this role, he led product strategy for Schwab Private Client, the company’s high net worth group focused on clients with $1 million or more in investible assets.

Before joining Schwab, David worked in the Strategy and Business Development Group at American Express, where he focused on business strategy and evaluating acquisition opportunities. Early in his career, he founded and managed several small businesses.
David holds a BA degree from the University of California, Berkeley, and an MBA from Cornell University Johnson Graduate School of Management.

Beverly D. Flaxington

MBA, CPBA, CPVA

Beverly has spent over 25 years in the investment industry in a variety of business building and senior management roles. As a sales and marketing expert, corporate consultant, college professor, bestselling and Gold-award winning author, she has been featured in Selling Power Magazine and quoted in hundreds of media outlets, including the Wall Street Journal, MSNBC.com, Investment News and Solutions Magazine for the FPA. She speaks frequently at investment industry conferences and is on the speaker’s list for the CFA Institute.

Her bestselling book, Understanding Other People: The Five Secrets to Human Behavior, won the Gold Award from Readers Favorite. In 2011 she released Make the Shift: The Proven Five-Step Plan to Success for Corporate Teams based upon her trademarked change management and goal achievement model. In March 2012, she released Make Your SHIFT: The Five Most Powerful Moves You Can Make to Get Where YOU Want to Go which became a bestseller on its first day of availability. She also authored The 7 Steps to Effective Business Building for Financial Advisors which was selected by the Financial Planning Association to make available to their members. She is co-author of Wealthbuilding: A Consumer’s Guide to Making Profitable and Comfortable Investment Decisions, published by Dearborn Financial Publishing.

Beverly co-founded The Collaborative, a consulting firm devoted to business building for the financial services industry in 1995; in 2008 she co-founded Advisors Trusted Advisor to offer dedicated practice management resources to advisors, planners and wealth managers.  She is currently an adjunct professor at Suffolk University teaching undergraduate students Leadership & Social Responsibility. Beverly is a Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA). She uses the DISC and PIAV tools frequently in her work with individuals and organizations. Bev holds a BSBA and an MBA from Suffolk University.

Corey S. Kupfer

Hamburger Law Firm, Partner
Chief Strategist at MarketCounsel

Corey S. Kupfer is Founder and Managing Principal at Kupfer and Associates PLLC, a law firm that works with entrepreneurs and those seeking counsel for mergers, acquisitions, strategy and succession planning.

Mr. Kupfer founded his firm in 1991 to address the needs of entrepreneurs. Throughout, his passion has always been in advising his business clients, structuring transactions and negotiating deals.

A successful entrepreneur from the age of 15, Corey is a rarity among attorneys – he both understands and appreciates how business people think. He knows that every business transaction has a window of opportunity that can be missed when faced with untimely legal delays or over-lawyering.

Corey believes his role as counselor is to foster business dealings by assessing and managing risk, not by restricting the options and opportunities of his clients. His ability to serve as a trusted advisor, strategist, and deal maker is a rare and valuable quality that has won the respect and long-term loyalty of his clients.

In 2011, the New York Enterprise Report, a leading publication for entrepreneurial companies, honored Corey with their Best Corporate Attorney and the Attorney of the Year awards.
Corey received his Juris Doctorate from New York University School of Law in 1985, where he was a member of the Annual Survey of American Law. He was admitted to the Bar of the State of New York in 1986 and within 6 years had established his own practice. In preparation for that he was first associated with the New York office of Chicago-based Seyfarth, Shaw, Fairweather and Geraldson working primarily on public offerings, private placements and leveraged buyout transactions and labor and employment law matters. He later gained extensive experience in a broader range of corporate and real estate matters through his association with the New York law firm Herrick, Feinstein.

Corey is active in many non-profit and public interest organizations. For example, he is a member of the Board of Directors of the New York Chapter of Entrepreneurs’ Organization. He previously served on the Boards of the Coro New York Leadership Center, an organization dedicated to civic involvement that trains future leaders in the private, public and non-profit sectors, and 1+1+1=ONE, an organization committed to using art and civic dialogue for positive social change in the areas of race relations and young women’s empowerment. He also provides pro bono legal services to numerous other organizations.

Corey is married, travels extensively, and golfs poorly..