Featured Experts

Alexander Green picture
Alexander Green
The Oxford Club
Chief Investment Strategist
Alexander Green is the Chief Investment Strategist of The Oxford Club and Liberty Through Wealth, with more than 700,000 subscribers. He has more than three decades of experience as an investment analyst, portfolio manager and financial writer. He directs a monthly financial newsletter, The Oxford Communiqué, along with three specialized trading services: The Insider Alert, The Momentum Alert and Oxford Microcap Trader. Alex is also the author of four national bestsellers: The Gone Fishin' Portfolio, The Secret of Shelter Island, Beyond Wealth and, most recently, An Embarrassment of Riches.
Click Bio to Show More
Marc Lichtenfeld picture
Marc Lichtenfeld
The Oxford Club
Chief Income Strategist
Marc Lichtenfeld is the Chief Income Strategist of The Oxford Club. After getting his start on the trading desk at Carlin Equities, he moved to Avalon Research Group as a senior analyst. Over the years, Marc's commentary has appeared in The Wall Street Journal, Barron's and U.S. News & World Report, among others. Prior to joining The Oxford Club, he was a senior columnist at Jim Cramer's TheStreet. Today, he is a sought-after media guest who has appeared on CNBC, Bloomberg Radio, Fox Business and Yahoo Finance. He is the author of You Don't Have to Drive an Uber in Retirement and Get Rich with Dividends, now in its third edition. Get Rich with Dividends is an international best seller, published in several languages and an Institute for Financial Literacy Book of the Year Award winner. Marc is the Senior Editor of the Oxford Income Letter, which is based on his proprietary 10-11-12 System. He is the Editor of Penny Options Trader, Technical Pattern Profits and Oxford Bond Advantage. He is also the Editor of Wealthy Retirement.
Click Bio to Show More
Steve McDonald picture
Steve McDonald
The Oxford Club
Bond Strategist
Steve McDonald is the Bond Strategist of The Oxford Club. He is Editor of Oxford Bond Advantage and Contributing Editor to The Oxford Income Letter and Wealthy Retirement. Steve is also the Host of Market Wake-Up Call for the Members-only newsletter The Oxford Insight. Every Sunday, Steve interviews industry experts to bring Members breaking news and exciting market commentary. Every week for Wealthy Retirement, Steve puts together a Two-Minute Retirement Solution column and a Slap in the Face Award video. In his Two-Minute Retirement Solution, Steve explores proven strategies for the retirement investor. Quite often, Steve's commentary goes against the grain of mainstream financial media. In the popular Slap in the Face Award series, Steve doles out no-holds-barred criticism to anyone (and anything) getting in the way of your wealthy retirement. Steve has worked as a professional broker and has been an active trader of bonds for more than two decades, specializing in ultra-short-maturity corporate bonds. Before entering the investment industry, Steve was a naval aviator, flying fixed- and rotary-winged aircraft, and also served as a surface warfare officer.
Click Bio to Show More
Adriane Berg picture
Adriane Berg
Ronald Gelok & Associates
Director of Lifelong Income and Lifestyle Planning
Adriane Berg is the Director of Lifelong Income and Lifestyle Planning for Ronald Gelok & Associates. She brings clients special assistance in crafting their retirement plans and funding them with secure and lasting strategies. Adriane Berg is a recognized innovator in the quest for successful aging, caregiving, self-care, and environments in which we thrive as we age. She is renowned in the financial industry for her innovation in creating Longevity Planning, a concept for investing throughout the age continuum. In 2002, Ms. Berg founded Generation Bold, a leader in financial communication with the baby boomer, maadult and family fiduciary. Since then she has trained hundreds of financial advisors and lectured at USC at Davis and the American Institute of Financial Gerontology. She is the author of 13 books on money and estate planning translated in five languages, including How Not to Go Broke at 102: Achieving Everlasting Wealth, Wiley; Your Wealth-Building Years, Newmarket Press; and Beating the F.E.A.R. Factor: 15 Minutes to Your Ideal Retirement, with Ronald Gelok. Ms. Berg hosts the syndicated Generation Bold: The Fountain of Truth on BizTalk Radio, winner of the 2015 Mature Media Gold Award for the best mature audio programming, and co-hosts The Ronald Gelok Retirement Power Hour and The Adriane Berg Travel in Retirement Lifestyle Show on WCTC 1450 AM. She is a well-known TV and radio personality, having made multiple appearances on The Oprah Winfrey Show, Good Morning America and Live! With Regis and Kelly and is a contributor to numerous blogs such as www.Boomer-LivingPlus.com and www.SelfGrowth.com. She was named to the U.S. Treasury Committee on Financial Communication and won an Emmy for her TV show IRS Tax Beat. She is a New York Times Age Beat Fellow, presenter at the World Future Society, and an invited member of the several international idea incubators such as Caregiver Calvary on Reinventing Family Caregiving and the Swellness Movement for Reimaging Healthcare. She was a press attendee at the 2015 White House Conference on Aging. Ms. Berg is an elder law attorney by background and an original founder of The National Academy of Elder Law Attorneys, NAELA. She received her J.D. degree from New York University Law School and was the editor of the Law Review. She attended Brooklyn College, Phi Beta Kappa, summa cum laude.
Click Bio to Show More
Heather Phillips picture
Heather Phillips
The Oxford Club
Executive Director


Heather Phillips is the executive director of The Oxford Club's World Financial Seminars. Since 2000, she has been dedicated not only to growing the Club's membership, but also to ensuring each individual has the best experience within the Club. For the past 15 years, Heather has worked closely with our VIP Trading Services team and member acquisition team while also spearheading our renewal efforts. Recently, her focus has been on our retention marketing, including our first-class conferences and world tours. Her loyalty, hard work, and dedication to The Oxford Club and its members have set the standard for excellence at our headquarters in Baltimore's historic Mt. Vernon.
Click Bio to Show More
Steven King picture
Steven King
The Oxford Club
Executive Event Director
Steven King is the Executive Event Director for The Oxford Club. For the past 20 years, he has traveled the world, skillfully marketing and coordinating seminars, conferences and investment tours for The Oxford Club and Wall Street Daily. At sold-out events from Beijing to London to New York—and points in between—he has received praise for his wonderful presentation skills and highly efficient organizational expertise. He was previously the marketing director for Alexander Green's and Marc Lichtenfeld's VIP Trading Research Services. Before joining The Oxford Club, he was an account executive for MBNA America.
Click Bio to Show More


Give us a call to get your FREE brochure!

Talk to an agent: Need Phone