Fearless Investing Summit

Name: Fearless Investing Summit
Start: 2022-10-19 13:00
End: 2022-10-21 14:00
Location: Hyatt Regency Salt Lake City

October 19 - 21, 2022

United States

Doors open at:

About the Event

Network with over 700 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.

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Our Speakers

Mr. Aaron Klein

CEO

Riskalyze

AJ Nary

Co-Founder

HeightZero

Alex Harrington

Portfolio Strategist

Fidelity Investments

Mr. Alex Wiens

Managing Director, Advisor Solutions

Riskalyze

Alison Susko

Director of Partnerships

Asset-Map

Amy Osbourne

Senior Learning Consultant

Franklin Templeton

Mr. Andy Martin

President

7Twelve Advisors

Aric Jacobson

Advanced Planning Consultant - Advanced Planning, San Diego Team

Commonwealth Financial Network

Beth Moss

Regional Director

Producers Choice Network

Bill Crager

CEO

Envestnet

Mr. Bill Sullivan

Managing Director, Enterprise Relationship

Riskalyze

Bob Shea

Chief Executive Officer/Chief Investment Officer

FCF Advisors

Bonnie Kirchner

CFP

Sea Change Financial Education

Brad Shepherd

Chief Executive Officer

Founders Financial

Brad Stanger

Director

BlackRock

Mr. Brad Thilges

Senior Director, Relationship Management

Riskalyze

Brian Gelfuso

VP Talent

Riskalyze

Mr. Brian Hamburger

President & CEO

MarketCounsel | HamburgerLaw

Brian McLaughlin

President of Orion Advisor Tech

Redtail Technology

Ms. Brie Parks

Sr. Director of Marketing

AE Wealth Management

Carl Richards

CFP & Chief Evangelist

Elements

Casey McDonald

Director of Advisor Onboarding and Success

Riskalyze

Charlotte Geletka

Managing Partner and Financial Advisor

Silver Penny Financial

Chris Lee

Senior Vice President, Product Management

First Trust

Chris Quandt

Success Enablement Manager

Riskalyze

Cody Foster

Co-Founder

Advisors Excel & AE Wealth Management

Connor Knox

Enterprise Account Executive

Riskalyze

Courtney Schubert

Director of Digital Marketing

Riskalyze

Craig Iskowitz

Founder & CEO

Ezra Group

Cristina Ghirardo-Cardoso

Recruiter

Riskalyze

David Grau

CEO & Founder

Succession Resource Group

David Wood

Founder & Chief Visionary Officer

Gateway Financial Partners

Deborah Fox

Founder & CEO

AdvisorTouch

Derek Notman

Founder

Conneqtor

Diana Britton

Managing Editor

WealthManagement.com

Miss. Diana Cabrices

VP of Enterprise Development

Snappy Kraken

Ms. Diane Young

Managing Director

Arrowroot Family Office

Dillon Gove

Relationship Manager

Riskalyze

Eric Clarke

CEO

Orion Advisor

Erin Kirkwood

Enterprise Account Executive

Riskalyze

Grace Bryan

Content Marketing Manager

Riskalyze

Greg Johnson

CEO

Rubicon Crypto

Griffin Kale

Sales Operations Manager

Holistiplan

Mr. H. Adam Holt

CEO and Founder

Asset-Map

Heather Estes

Success Coach

Riskalyze

Ian Finnerty

Director, Advisor Sales

FP Alpha

Ian Wenik

Senior Reporter

Citywire

Jackie Joyner-Kersee

World's Greatest Female Athlete

Heptathalon LLC

Jackie Wilke

Vice President, Advisor Consultant

First Trust

Jacqueline Anderson

Trainer

Redtail Technology

Jade Simmons

CEO

Jade Media Global

Mr. James Werner

Partner

Silicon Hills Wealth Management

James Wilson

Success Coach

Riskalyze

Jamie Hopkins

Managing Partner of Wealth Solutions

Carson Group

Jason Brown

CEO/Founder

Proteus

JD Gardner

Founder, CIO

Aptus Capital Advisors

Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

Jennifer Bacarella

CEO

Bokeh Financial

Jenny Roberts

SVP, Advisor Success

Riskalyze

Mr. Jeremiah Renfro

VP Systems Engineering

Riskalyze

Jesse Krieger

Senior Product Manager - Enterprise & Trading

Riskalyze

Mr. Jesse Rosato

VP of Engineering

Riskalyze

Mr. Joe Kinnison

VP of Investment Platform

First Heartland Capital, Inc

Joe Lukacs

President

Magellan Mastermind & Network

Mr. Joe Sabol, CFA

VP Investor Relations

Yrefy, LLC

John Forlines

Chief Investment Officer

Donoghue Forlines

John Hallinan

Senior Director of Sales

BizEquity

Mr. John Pohar

Advisor Analyst

Redwood Investment Management

John Thorpe

Sr Director Executive Consultant

Invesco

Josh Gray

CTO

Riskalyze

Mr. Josh Grossberg

Head of Sales

FP Alpha

Jud Mackrill

Managing Partner

Milemarker

Mr. Justin Boatman

Chief Product Officer

Riskalyze

Mr. Justin Mixon

Trading Support Manager

Riskalyze

Mr. Justin Wayne

Director, Global Solutions Management

SS&C Black Diamond

Mr. Jy Corbett

Managing Director, Advisor Solutions

Riskalyze

Kate Healy

Managing Director

Center for Financial Planning

Kate Maynard

Director, Customer Marketing

Riskalyze

Keshan Kisson

Product Management

Riskalyze

Kevin Cousineau

Director, Model Portfolio Business Development

Fidelity Investments

Kevin Nealon

Kyle Van Pelt

CEO

Milemarker

Lacey Shrum

Founder/CEO

SmartKx

Laura Holt

Head of Enterprise Sales

Lumiant

Laurie Schultz

Chairman

Riskalyze

Leah Del Percio

Founder & CEO

Trustate

Leon Morales

Managing Director

DNA Financial

Lia Schiza

Director, Engineering - Core Product

Riskalyze

Lis Gaboardi

Associate Product Manager

Riskalyze

Lori Hardwick

Board Director & Advisor

Multiple Financial Services Firms

Mr. Louis Retief

CEO and Co-founder

Hubly

Luke Cook

Success Coaching Manager

Riskalyze

Marissa Frizzell

VP Client Experience

Proteus

Mark Matson

Founder & CEO

Matson Money

Matt Braatz

SVP - Business Development

Advyzon

Mr. Matt Halloran

Partner & Chief Relationship Officer

ProudMouth

Mr. Matt Morris

CEO

EncorEstate Plans

Matt Ohme

Senior Vice President, Channel Head

Allianz Life Financial Services

Max Rothley

Sales Engineer

Riskalyze

Michael Fisher

Product Manager

Riskalyze

Mr. Michael Page

Director, Risk and Analytics

Riskalyze

Mike Bennett

Lead Estate Planner

EncorEstate Plans

Mr. Mike Kneip

Partner Development Consultant

United Planners

Mike McDaniel

Former CIO

Riskalyze

Mr. Mike Pierotti

External Sales Consultant

Innovator ETFs

Morgan Housel

Partner

The Collaborative Fund

Nate Lukow

Managing Director, Advisor Solutions

Riskalyze

Mr. Nick Harding

VP Advisor Care and Success

Riskalyze

Nick Pinhancos

VP, Business Development Account Manager

PIMCO

Nina O'Neal

Investment Advisor, Partner

AIM Advisors

Penny Phillips

President & Co-Founder

Journey Strategic Wealth

Mr. Peter Schneider

Advisor Analyst, CIMA®

Redwood Investment Management

Rick Jaster

President & Founder

Evestia Financial

Rob Swan

Chief Operating Officer

Swan Global Investments

Robert Sofia

CEO

SnappyKraken

Ryan Heath

Founding Advisor

Signal Advisors

Ryan W. Neal

Technology Editor

InvestmentNews

Samantha Russell

Chief Evangelist

FMG Suite

Sami David

Enterprise Relationship Manager

Riskalyze

Sarah Tucker

Director, Enterprise Relationships

Riskalyze

Scott Alesci

Senior Manager of Tech Specialist Operations

Riskalyze

Scott Heinila

President

PCC Consulting

Mr. Scott Victoria

Chief Operating Officer

TradePMR

Sean McGillvray

CEO

Kingsview Partners

Shari Hensrud

VP Risk and Analytics

Riskalyze

Shawn Preisler

VP Advisor Solutions

Riskalyze

Sheila Agasi

Executive VP, Chief Revenue Officer

United Planners Financial Services

Sheryl Hickerson

CEO

Females & Finance

Mrs. Stephanie Moore

Senior Onboarding Coach

Riskalyze

Stephanie Walker

Sr. Account Executive

Riskalyze

Steven Jarvis

CEO & Head CPA

Retirement Tax Services

Susan Siracuse

CEO/Founder

Suzanne Siracuse Consulting

Ted Jenkin

CEO

oXYGen Financial

Tina Powell

CEO

C-Suite Social Media

Todd Johnson

Director, Channel Alliances

Riskalyze

Mr. Tom McGuire

Director, Enterprise Sales

Halo Investing

Tricia Rothschild

Board Member

Riskalyze

Vance Barse

Wealth Strategist & Founder

Your Dedicated Fiduciary

Wes Stillman

CTO

Visory

Yohance Harrison

CEO & Wealth Advisor, BFA™, CRPC®

Money Script Wealth Management

Zachary Garbacik

Business Development Director, Model Portfolios

Fidelity Investments

Community

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Location

Hyatt Regency Salt Lake City

170 South West Temple, Salt Lake City, UT, USA

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