Michael Rosedale, Chairman
Michael Rosedale, a co-founder of our organization, has been a licensed Certified Public Accountant in New York State since 1984. He holds a Master of Business Administration (MBA) in Accounting from Hofstra University. For over 30 years, Michael has remained an active CPA providing small businesses and individuals tax compliance and advisory services. He is currently the managing partner in the firm Rosedale & Drapala, CPAs. Through their small business tax division, CPA Tax Partners, the firm provides tax services to businesses and individuals throughout the U.S. Michael has been an advisor and consultant to companies that seek to establish successful marketing strategies for introducing new products, technology and services to the CPA and accounting profession.
He founded CPAdirectory.com in 1999, the first national online membership directory of the CPA Profession. With the federal regulation of the tax preparation industry in 2011, Michael believed there was an opportunity and need for a national directory of all registered tax professionals. He created PTINdirectory.com which remains the only comprehensive national online directory with over 700,000 federally registered tax preparers. The directory is used by local and federal agencies, individuals and business owners to find a tax preparer that has been issued an IRS Preparer Tax Identification Number.
Todd Whiton, CEO
Todd Whiton is a proven executive leader and entrepreneur with over 25 years of experience in financial services, technology, and corporate finance. He has a successful track record of formulating and implementing creative business models and growth strategies, as well as executing accretive M&A transactions. Todd is responsible for leading all aspects of the company's strategic planning, including key alliances, partnerships, and corporate development.
Martha Shedden, President
Martha Shedden, a co-founder of our organization, is passionate and enthusiastic about educating financial professionals and retirees on the details of Social Security income planning, the foundation and first step to creating a financially secure retirement plan. Martha is certified as a Chartered Retirement Planning Counselor (CRPC), through the College of Financial Planning. Through her business, Shedden Social Security and Retirement Planning, she helps retirees create financial plans they can rely on throughout their retirement years. Trained and practicing as a professional engineer for over 30 years, she enjoys the detailed, problem solving aspect of Social Security income planning and sharing that knowledge with others.
Martha has over a decade of experience providing Social Security education, consulting, and analyses for individual clients, financial and accountancy professionals. She is the author of numerous Social Security white papers, seminar presentations and articles in financial publications. Martha is the contributing author and presenter of the webinar Social Security Planning, An Essential Element in Attracting Female Clients on the BrightTALK Thought Leadership for Financial Advisors channel. She is a Professional Continuing Education Instructor with various national providers specializing in women's Social Security income planning and retirement.
Devin Carroll, Advisory Board
Devin Carroll is an RSSA and financial planner who is obsessed with studying and understanding the complexities of Social Security. He founded Social Security Intelligence to demystify a confusing, complicated, and often overwhelming retirement system for others so they can confidently choose the best strategies to maximize their benefits. As a social media influencer, more than a million people read Devin's blog and watch his YouTube channel each month as he shares what he's learned about Social Security. When he's not creating content to help the masses better navigate the Social Security system, Devin works with financial and retirement planning clients at the firm he founded, Carroll Advisory Group. Since 2003, he's created financial plans that have helped countless couples and families enjoy greater peace of mind and clarity around their financial futures.
