Standard of Care Consultants

Marguerita M. Cheng, CFP®, CRPC®, RICP®, Chief Executive Officer at Blue Ocean Global Wealth, is a Certified Financial Planning Expert with 18 years of experience. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Ms. Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Ms. Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). 

Marguerita Cheng CNBC Interview on Social Security

Awards and Honors - Ms. Cheng is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).

Litigation Support - Ms. Cheng serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. Services to attorneys representing plaintiff and defendant include financial due diligence, thorough reporting, depositions, and trial testimony as needed.

Areas of Litigation Expertise:

Financial Planning Issues Social Security Elder Financial Abuse

Financial Planner Standard of Care Financial Planner Code of Ethics Investor Rights

Hi, I’m Jess Birken.

I am the owner of Birken Law Office. I'm a lawyer and I help nonprofits solve problems so they can quit worrying and get back to what matters most – their mission. I’m not like most attorneys, I actually have an outgoing personality, and – like you – I like to think outside the box. Most of my clients are passionate and have an entrepreneurial spirit. I’m like that too. My goal is to help you crush it. Getting bogged down in the minutia sucks the joy out of the important work. My clients want to do The Work – not the paperwork.

My Credentials

• BA, Sociology, University of Minnesota, Twin Cities (2001)
• JD, Mitchell Hamline School of Law, Magna Cum Laude (2007)
• MA, Nonprofit Management, Hamline University (2010)
• Certified Transformative Mediator
• Want more? Check out my LinkedIn profile.

My Biography

I am the former CEO & Managing Partner at Urban Birken PLLC, a boutique firm that focused on serving the nonprofit community. I have worked with nonprofit organizations for most of my career.

Before becoming a private practice attorney, I spent four years inside a national nonprofit organization, Pheasants Forever. In that role I managed about $50M in state and federal government grants and worked on hundreds of conservation real estate deals. I also gained a deep knowledge of just what it's like to work inside a nonprofit - not just tell people what to do. My strength in that role was working with staff, volunteers and government stakeholders to keep complex projects moving and maintain a zero defect environment for audit time.

Birken Law Video Introduction

Since that time, I have run my own firms. I’m now the owner of Birken Law Office a firm designed to help nonprofits. Ideal Client Engagements are nonprofits looking for a strategic partner who will give pragmatic advice and keep business operations on track so the mission work stays a priority. I love working with organizations that understand that 'nonprofit' is a tax status - not a business model.
My work experience entails largely business and compliance needs of nonprofit issues around:

Formation Executive Compensation HR Real Estate Property Tax Board / Staff Conflicts

Voting Member Issues Internal/External Stakeholder Conflict Government Grant Compliance Transactions Crisis Management

My Contact Information

You can contact me via e-mail or follow me on Twitter or Facebook.

Click here to schedule a free call now.

Elbridge F. Bills, MD, FACOG, is a board certified OB/GYN with over 20 years of clinical experience in Obstetrics & Gynecology. Dr. Bills is a graduate of Emory Medical School and received a Master's degree in Metabolic & Nutritional Medicine from the University of South Florida.

With a full-time practice caring for and managing low and high risk pregnancies and deliveries, Dr. Bills also has an active gynecological practice including hysteroscopic, laparoscopic, and robotic procedures. He is licensed in both Georgia and Florida.

Dr. Bills is Board Certified by the American Board of Obstetrics and Gynecology, a member of the American Association of Gynecological Laparoscopists, the American Institute of Ultrasound in Medicine, and the International Society of Ultrasound in Obstetrics and Gynecology.

Litigation Support - Dr. Bills offers expert witness services to attorneys representing plaintiff and defense. He is available for cases involving medical malpractice and other OB-GYN related injuries. His services include medical record review, thorough reporting, depositions, and trial testimony as needed.

Areas of Expertise:

Normal & High Risk Pregnancies Hysteroscopic Gynecology Laparoscopic Gynecology Reconstructive and Robotic Surgery

Gynecological Ultrasound Integrative Medicine Hormone Therapy Testosterone Therapy

Gerald W. Smetana, MD, Board Certified in Internal Medicine, is a General Internist with 38 years of experience in an academic primary care practice at Beth Israel Deaconess Medical Center in Boston. He is also a Professor of Medicine at Harvard Medical School where he has taught internal medicine to medical house staff and also teaches extensively to practicing clinicians in continuing medical education settings. Dr. Smetana is a Master of the American College of Physicians.

Practicing in an outpatient setting, Dr. Smetana cared for a panel of patients that was weighted towards those with multiple chronic illnesses and high disease complexity. In addition to all aspects of office based general internal medicine, his areas of interest include Preoperative Medical Evaluation, Hypertension, and Headache.

Dr. Smetana has been repeatedly selected as a Best Doctor in a national survey. He publishes in the peer reviewed medical literature and medical texts, has edited textbooks, and has helped to develop national guidelines on topics in internal medicine. He has been invited to deliver seminars and presentations on various topics within his area of expertise nationally and internationally. He has been a section editor for the Annals of Internal Medicine. In April 2025, Dr. Smetana retired from clinical practice, but remains active in scholarly work, lecturing, and consulting.

Litigation Support - Dr. Smetana reviews cases for both plaintiffs and defendants and has testified at deposition and at trial as an expert on numerous occasions in most states in the eastern United States. He has reviewed medical malpractice cases over the past 20 years both for plaintiffs and doctors. Dr. Smetana also consults for risk management insurers. His record review and medicolegal consultation services are available throughout the United States.

Architectural Forensic Consultants is a team of highly skilled professionals committed to delivering exceptional services in Architectural Forensics. With over 50 years of combined professional experience throughout the US, they offer a range of expert witness, building-related claim defense, building enclosure commissioning, architectural review consulting, and due diligence actions for property acquisition. Let us provide the expertise you need to ensure your projects

With years of experience and a team of experts who are actively practicing Architects with current AIA, NCARB, BECxP, and CSI accreditations, they provide top-notch analysis and reporting to help clients make informed decisions about your particular project.

Consulting Services:

• Building Enclosure Commissioning - Provides a framework for working with the architectural design and construction teams to help provide an optimized building enclosure that successfully performs and meets the Owner's Project Requirements. Includes providing construction document review, preconstruction meetings coordination, construction monitoring and performance testing of building enclosure components and systems to evaluate its resistance to water and air infiltration.
• Architectural Review- Provides expert outside review and consultation to Town or City Architectural Review Board members. Offer architectural standard reviews to help convey client needs and requests to architects and developers, streamlining your architectural review processes.
• Property Conditions Assessments- Commercial property and building assessments (also known as Property Condition Assessments or PCA's) are important for clients seeking to know the condition of a property or real estate they may be purchasing, leasing, financing or simply maintaining. PCAs identify deficiencies and can provide building users with a Capital Needs Plan.

Dan Weekes, AIA, NCARB, BECxP, CxA+BE, has over 25 years of Architectural and Engineering Building Envelope and consulting project management as well as litigation and deposition proceedings. As a licensed Architect, Mr. Weekes has experience with the design of new facilities and the implementation of repair programs to existing residential, commercial, and institutional facilities. He takes a common sense approach to design and focuses on optimizing building performance.

Mr. Weekes' goal is to Identify why buildings and structures in today's industry begin to fail well before they should, and provide consultation in the way of review, evaluation and testing during the construction process to greatly improve the overall performance of a particular project.

Jim Stutzman, AIA, NCARB, CSI, has over 45 years of exceptional Building Construction and Investigative Design work with an emphasis on expert litigation cases and design coordination.

Mr. Stutzman is an architectural forensic consulting and expert witness relating to the performance, failures, safety and hazards, code compliance, professional practice and construction contractual procedures for commercial, industrial and residential architectural projects and the contractual building process.

Forensic consulting services are focused on defense attorneys, insurance companies, financial institutions, developers, municipalities, and private clients. Mr. Stutzman has 32 years of experience as a Forensic Architect providing forensic analysis of building related claims and standard of care issues

View Architectural Forensics Consultants' Expert Witness Profile.

Advanced Insurance Management LLC lower Workers Compensation Insurance costs for employers by finding and correcting underwriting and auditing errors in Workers Compensation premium calculations and audits. They consult with employers about Workers Compensation insurance premium audits, classifications, and experience modifiers, double-checking technical issues that directly affect the premium charges made by insurers.

Advanced Insurance Management LLC Consulting Services

Principal, Edward J. Priz, CPCU, APA, has worked full-time in the Insurance Industry since 1976. In 1982, he also began consulting on Workers Compensation insurance issues, and in 1987 established his own consulting firm to specialize in this field, as Advanced Insurance Management. 

Mr. Priz holds the professional designation Chartered Property Casualty Underwriter (CPCU) from the American Institute of Property and Liability Underwriters, as well as the designation Associate in Premium Auditing, from the Insurance Institute of America. As a consultant, 

Mr. Priz has worked with clients both large and small throughout the United States regarding proper Workers Compensation audits, premiums, classifications, experience modification factors, and related technical matters. His consulting clients have included Caterpillar, Bridgestone Tire, Walsh Construction, and the San Francisco 49'ers professional football team, as well as numerous companies in manufacturing, construction, health services, non-profits, and the staffing industry. 

Consulting Expertise:

Premium Audits Classification Codes Experience Modification Factors

Retrospective Rating Large Deductible Policies Insurance Agent / Broker Duties

View Edward Priz's Expert Witness Profile.

Paul M. Adler, DO, FACEP, MBA, Medical Director for the Ventura County, California, Department of Corrections, has worked in Correctional / Jail / Prison Medicine & COVID-19 Preparation & Response. He has overseen the care of inmates in Jails in California and New York, as well as Prison inmates who have been transferred to county facilities to serve their terms for years in county jails in California. He has also overseen Correctional health car in locked units in Hospitals . 

Dr. Adler is the President-Elect of The American Correctional Health Services Association of California / Nevada, which represents all clinicians and administrators in Jails/Prisons in California and Nevada. He previously oversaw a County Hospital, County Nursing Home and ran a County Health Department and oversaw Correctional healthcare for the Westchester, New York Jail.

Litigation Support - Dr. Adler has defended Jails and Prisons in Southern California, Idaho, Texas, North Carolina, New York, Pennsylvania, etc. He is currently the expert consultant to the California Prison System for Covid litigation and the medical consultant to the judicial consent decree overseeing care in the Philadelphia Department of Prisons. He also served as the expert consultant to the ACLU for Covid in the Illinois Department of Corrections

Dr. Adler still works as a full-time practicing physician and has helped attorneys and insurance companies in Emergency Medicine, Nursing Home Medicine, Public Health and Hospital Administration since 1985. He has been involved in Plaintiff litigation in many states including against Rikers Island, NY and Cook County Jail and is available to review and consult on clinical Correctional/Jail/Prison cases for attorneys for both Plaintiff and Defense.

Services:

• COVID-19 Preparation & Response
• Medical Oversight of Federal Consent Decrees
• Screen Cases for Merit
• Review, Analyze and interpret Medical Records
• Provide Basic or Comprehensive Written Reports
• Interpret Standards of Care, Deviation and Adherences as they Relate to Correctional Health Care
• Develop Chronological Time Lines
• Policy and Procedure Development