KEYNOTE SPEAKERS
President
Ryan Insurance Strategy Consultants (RISC)
Ryan Insurance Strategy Consultants (RISC)
Portfolio Manager
Osterweis Capital Management
Osterweis Capital Management
Managing Director, Senior Portfolio Manager
Northern Capital
Northern Capital
Managing Member
ExchangeRight
ExchangeRight
Founder of FourPointe Consulting Partners
Founder and CEO
The Ensemble Practice LLC
The Ensemble Practice LLC
Consultant
The Ensemble Practice LLC
The Ensemble Practice LLC
WORKSHOP & BREAKOUT SPEAKERS
SVP of Investment Management United Income
Editor/Publisher,Inside Information, Co-Producer,Insider’s Forum Conference
Managing Director, Practice Management Solutions, Independent Advisor Solutions
SEI
SEI
President & Co-Founder Monument Wealth Management
Executive Chairman & Founder
Ballentine Partners
Ballentine Partners
President & Founder
L. K. Benson & Company
L. K. Benson & Company
VP, Business Consulting, TD Ameritrade Institutional
Business Planning and Firm Strategy
Business Planning and Firm Strategy
Co-F ounder & Partner New Planner Recruiting
Writer, Speaker, Consultant & Conference Producer
T3 Conferences and Technology Hub
T3 Conferences and Technology Hub
Vice President
Pershing Advisor Solutions, a BNY Mellon company
Pershing Advisor Solutions, a BNY Mellon company
Financial Planning Program Director & Associate Professor, Utah Valley University
Director, Legal & Compliance
Bronfman Rothschild
Bronfman Rothschild
Chief Compliance Officer Balentine
Managing Director, Legacy and Wealth Planning
Abbot Downing
Abbot Downing
Managing Director, Operations
Sequoia Financial Group
Sequoia Financial Group
JD, MBA, CFP®, CEO
Kochis Global
Kochis Global
CEO
Altair
Altair
Chief Operating Officer Barnett Financial
CEO SRI Investing
Founder of Life Planning Partners, Inc.
CEO
PlanPlus Global
PlanPlus Global
Senior Vice-President, Institutional Technology
E*TRADE Financial Corporation
E*TRADE Financial Corporation
CEO
Facet Wealth
Facet Wealth
Portfolio Manager & Chief Investment Officer
Zeo Capital Advisors, LLC
Zeo Capital Advisors, LLC
Chief Operating Officer
Morton Capital
(818) 591-6206
Morton Capital
Chief Operating Officer
Socius Family Office
Socius Family Office
Founder and Chief Executive Officer Muller Consulting Services
Principal and Founder Laminar Wealth LLC
Chief Operating Officer, Signature Family Wealth Advisors
Professor, Researcher & Consultant
The American College
The American College
CFO
Facet Wealth
Facet Wealth
Chief Operating Officer, Managing Partner
Dakota Wealth Management
Dakota Wealth Management
Director of Client Service Wipfli Financial Advisors
CEO
Blue Ocean Strategic Capital
Blue Ocean Strategic Capital
CEO & Co-Founder
Snappy Kraken
Snappy Kraken
President & COO, Managing Director Sontag Advisory
Avenue Advisors, LLC
President Advisor Websites