Standard of Care Expert Witnesses: 117

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

William Bisordi, MD, FACP, is a Board Certified Internist and Gastroenterologist with 35 years of experience in private practice. Dr. Bisordi currently serves as a consultant in field of medical record review, lab analysis, and outcomes and adverse reactions for the Pharmaceutical and Healthcare industry.

Career Experience:

• New York State Department of Health Office of Professional Medical Conduct, Hearing Board, 2003-2019
• Board of Directors, Secretary, Westchester Health Care Corporation, 1998-2003
• Medical Director, Care Plus Health Plan, 1995-1997
• Senior Physician Consultant, Island Peer Review Organization, 1992-1998

Litigation Support - Dr. Bisordi has extensive experience in record review for both plaintiff and defense attorneys over the past 35 years. His expertise includes Medical Record Review, Negligence Issues, Standard of Care Issues, Medical Damages, and Medical Data Analysis. In his capacity as a Medical Expert, he helped win a $20,000,000 verdict.

Areas of Expertise:

Gastroenterology Liver Disease Colitis

ERCP Colonoscopy Related Gastroenterology Topics

  Fee Schedule upon Request.

Jess Birken, MNM, Esq.

Jess is the owner of Birken Law Office PLLC, a boutique law firm serving nonprofits and charitable entities with their compliance and operational issues. Jess empowers nonprofits to achieve their mission by doing things right. She connects clients with the right tools, right coaching and right contacts. Ms. Birken is a nationally recognized attorney both for her service and understanding of the nonprofit & charitable sector as well as for her innovative subscription based law firm model. Listen to Jess' podcast Charity Therapy on your favorite podcast player.

Credentials

• BA, Sociology, University of Minnesota, Twin Cities
• JD, Mitchell Hamline School of Law, Magna Cum Laude
• MA, Nonprofit Management, Hamline University School of Business
• For additional information view LinkedIn

Litigation Support 

Ideal client engagements are with attorneys for either plaintiff or defendant representing nonprofits involved in complex nonprofit business or compliance cases.

Entity Formation, Articles of Incorporation Nonprofit Sector Best Practices Bylaws Interpretation Fiduciary Duties Private Benefit / Private Inurement / Insider Dealing

Voting Member Rights Board Disputes / Community Disputes Government Grant Compliance Nonprofit Policy Norms Conflicts of Interest Management

Biography

Ms. Birken is the former CEO & Managing Partner at Urban Birken PLLC, a boutique firm that focused on serving the nonprofit community and started her own firm in 2016. Jess has extensive non-legal experience working inside nonprofit organizations for most of her career prior to law school as well as after attaining her masters.

Before becoming a private practice attorney, Ms. Birken served inside a mid-sized national nonprofit organization, Pheasants Forever. In that role she managed ~$50,000,000 in state and federal government grants and worked on hundreds of conservation real estate transactions. Jess is deeply experienced in the reality of federal grants management across the entire life cycle. Ms. Birken has a deep understanding of the norms and best practices of the nonprofit sector, as well as the legal and regulatory environment these organizations exist within. This expertise was developed through her academic work obtaining a Masters in Nonprofit Management, in the work environment and through private practice experience.

Birken Law Video Introduction

Contact Information

You can contact Ms. Birken via e-mail or follow her 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.

Monica M. Argumedo, MD, is a Board-Certified Forensic and Clinical Psychiatrist (ABPN). Dr. Argumedo has testified about her forensic opinions in more than 40 cases in open court. In psychiatric practice for more than 15 years, Dr. Argumedo teaches at Rush University Medical School/Rush University Medical Center as Assistant Professor in Psychiatry. She teaches psychiatry residents in topics related to psychiatry and the law, and psychiatry in medicine. She also interviews prospective medical students through her role on the Medical Admissions Committee.

Dr. Argumedo works with Employers in cases where mental health/psychiatric concerns about an employee require an objective and unbiased Fitness for Duty Evaluation and report. She also consults in employment matters and litigation and serves as a disclosed expert witness. Her work addresses fitness for duty (FFD) in a litigated environment, Wrongful Termination, and Psychiatric Disability. Additional experience includes FFD of peace officers and first responders.

Services - Forensic Psychiatry, Medico-Legal evaluations, medical complications, review of records, written reports, deposition testimony, trial testimony, consultation to attorneys addressing psychiatric issues relevant in a case, opposing counsel expert reports or expert qualifications, assisting with cross-examination questions, and lines of inquiry.

Areas of Expertise:

Fitness for Duty Wrongful Termination Psychiatric Disability Depression Anxiety PTSD Competency Dementia Cognitive Behavior Emotional Distress

Pain and Suffering Standard of Care Institutional Care Medical Malpractice Discrimination Harassment Hostile Workplace Pre-employment Evaluation Security-sensitive Security Clearance

Architectural Forensics Consulting is a team of highly skilled professionals is committed to delivering exceptional services in Architectural Forensics. They are a trusted forensic and consulting company with over 50 years of combined professional experience throughout the US. ArchiForensics offers a range of expert witness, building-related claim defense, building enclosure commissioning, architectural review consulting, and due diligence actions for property acquisition.

Litigation Support - Architectural Forensics Consulting opines on professional practice issues, Architect’s standard of care, contract dispute, breech of duty, and other practice areas often encountered in claims involving the Architect’s performance or construction related issues. 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 their particular case or project.

Areas of Expertise:

Building Design and Construction Architectural Review Construction Defects Building Enclosure Failure Property Condition Assessments ADA Evaluations Water Infiltration

Roof Failure Window Failure Microbial Growth / Mold Failure Analysis Slip Trip & Fall Moisture / Condensation Issues Flood Damage, Building Inspection

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.

Mr. Weeks is responsible for many different types of investigations, forensic evaluations, and providing consulting services surrounding all areas of building design and construction. His focus is serving as an expert witness, building enclosure evaluations and commissioning, water infiltration investigations, architectural review consulting, property condition assessments, ADA evaluations, and construction administration services associated with construction and design.

As a licensed Architect, he also has experience with the design of new facilities and the implementation of repair programs to existing residential, commercial, and institutional facilities.

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 a Forensic Architect providing forensic analysis of building related claims, moisture intrusion claims, component problem and failure analysis, standard of care evaluation, dispute resolution, construction products liability, investigative analysis, reconstruction, cost-impact analysis and supporting documentation, timelines, and exhibits supporting claims for losses and remedy determination in courtroom and private settlements.

Forensic consulting services are focused on defense attorneys, insurance companies, financial institutions, developers, municipalities, and private clients.

View Architectural Forensic Consultants Business Consulting Profile.

ARCHforensic specializes in providing Forensic Architecture, Forensic Engineering, and Construction Claims Services to help clients navigate the construction litigation process. While construction is complex, their experienced forensic architect and engineer professionals understand client needs and objectives. They are focused and committed to excellence in each project while exceeding expectations.

Christopher D. Ling, IA, NCARB, PP, LEED AP, is a Forensic Architect with extensive experience in construction litigation, risk management, and architectural design. He specializes in analyzing and resolving complex construction disputes, having written reports for over 1,000 cases involving $1 billion in claims. He has testified in mediations, arbitrations, and federal court cases.

Mr. Ling has an ability to distill and communicate intricate design and construction issues clearly has been instrumental in mediation, arbitration, and court proceedings. He has a hands-on approach to conducting physical inspections, preparing expert reports, and analyzing construction claims, which further solidifies my qualifications.

Areas of Expertise

Forensic Investigations Cost Estimating Construction Administration Architectural Risk Assessment Risk Management ADA Compliance

Code Analysis Building Envelope Master Planning Physical Inspections Construction Disputes Construction Defects

Background Experience - Mr. Ling has been involved in the construction industry since 1986, holding multiple architectural licenses and national certifications. His experience spans forensic investigations of construction defects, code analysis, master planning, and risk management for projects of all scales. Additionally, Mr. Ling published a book on the Architect’s Standard of Care and have presented seminars for legal and professional organizations.

Edward J. Priz, CPCU, APA, has worked full-time in the Insurance Industry since 1976. In 1982, he also began consulting on commercial property and casualty insurance, and Workers Compensation insurance premium charges, and in 1987 established his own consulting firm to specialize in those fields, 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. 

Litigation Support - Mr. Priz has been retained by policyholders, insurance agents and brokers, insurance companies, and a premium audit firm as an expert witness in his field, both as a consulting expert and as a testifying expert. He serves as an expert witness to counsel for Plaintiff and Defense and has testified in federal and state courts and arbitrations in California, Colorado, Connecticut, Delaware, Illinois, Florida, Louisiana, Mississippi, Nebraska, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas, and Virginia. He is a member of the Forensic Expert Witness Association and currently serves as Vice-President of the Chicago chapter of that organization. He is also a member of the Society of Chartered Property Casualty Underwriters, and the National Society of Insurance Premium Auditors. 

Mr. Priz has also consulted on the drafting of legislation pertaining to Workers Compensation insurance in Illinois and has testified on insurance regulation before the Illinois legislature. He is the author of three books on the subject of Workers' Compensation insurance.

 

Edward Priz Expert Witness Services

Areas of Expertise:

Workers Compensation Insurance Premiums Audits Classifications Experience Modification Factors Retrospective Rating Large Deductible Policies Payroll Audits NCCI Manual Rules Insurance Agent / Broker Standards of Care Commercial Property & Casualty Insurance Coverage

NCCI classification Rules Experience Rating NCCI Rules and Procedures Retrospective Rating Large Deductible Policies Workers Compensation Appeals Agent Errors and Omissions Insurance Auditor Duties and Errors NCCI Inspections Independent WC Rating Bureau Rules

View Edward Priz's Consulting 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

Ramzy Rimawi, MD, is American board certified in Internal Medicine, Infectious Diseases, and Critical Care Medicine. He has authored dozens of articles and given hundreds of lectures in the fields of IM, ID, and critical care. Dr. Rimawi is extremely well qualified in topics including sepsis, infections, critical care, and ethics.

 As an expert medical witness, Dr. Rimawi has reviewed hundreds of medical malpractice cases for both plaintiff and defense.

Dr. Ariel F. Grajales-Cruz, triple board-certified in Internal Medicine, Hematology, and Medical Oncology, specializes in multiple myeloma and advanced immunotherapies. An Assistant Member at Moffitt Cancer Center and USF faculty, he offers expert witness testimony, malpractice review, and litigation support. Author of 20+ publications, he lectures worldwide and is fluent in English, Spanish, and French.

Expertise in Myeloma, CAR-T, Immunotherapy & Malpractice Cases.