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Our Speakers
A
K
Aaron Klein
CEO
Nitrogen
A
S
Mr. Aaron Spradlin
Chief Information Officer
United Planners
A
O
Abbey O'Malley
Principal
Hidden Insights Group
A
W
Alex Wiens
Managing Director
Nitrogen
A
K
Ms. Amy Kniseley
Head of Business Development, RIA & IBD
Highland Capital Brokerage
A
M
Mr. Andres Mazabel
Head of Advisor Solutions
Trust & Will
A
Y
Angela York
Co-Founder
Custom Strategic Marketing
A
S
Ms. Arielle Shternfeld
Relationship Manager, Citywire RIA
Citywire USA
B
S
Mr. Ben Sullivan
VP of Wealth Management
AE Wealth Management
B
C
Bill Coppel
Chief Client Growth Officer
TradePMR
B
S
Bill Simonet
Advisor
Simonet Financial Group
B
S
Bill Sullivan
VP, Relationship Management
Nitrogen
B
S
Bob Stein
Deputy Chief Economist
First Trust
B
K
Bonnie Kirchner
Owner
Sea Change Financial Education
B
F
Brad Frey
Head of Enterprise Sales
FP Alpha
B
D
Brian Daley
Sales Engineer
Envestnet
B
G
Brian Gelfuso
VP of Talent
Nitrogen
B
H
Brian Hamburger
Founder
MarketCounsel | Hamburger Law
B
H
Brian Hinchman
ETF Regional Vice President, Midwest Region
Allianz Life Insurance Company
B
P
Ms. Briena Parks
Senior Director of Marketing
AE Wealth Management
C
N
Casey Nickels
Co-Founder & CEO of PWS
The Pinnacle Group
C
G
Charlotte Geletka
Managing Partner
Silver Penny Financial Planning
C
H
Chris Hiestand
VP of Marketing
Altruist
C
Q
Chris Quandt
Success Engagement Manager
Nitrogen
C
W
Corey Westphal
CEO & Founder
Mobile Assistant
C
C
Craig Clark
Chief Marketing Officer
Nitrogen
C
I
Craig Iskowitz
CEO
Ezra Group
C
R
Craig Ramsey
COO
AdvisorEngine
C
G
Cristina Ghirardo
Recruiter
Nitrogen
D
C
Dr. Daniel Crosby
Chief Behavioral Officer
Orion Advisor Solutions
D
Y
Dasarte Yarnway
Head of Community
Altruist
D
N
Derek Notman, CFP
Founder & CEO
Couplr
D
C
Diana Cabrices
Founder, Fractional Chief Evangelist to B2B Wealthtech Brands
Diana Cabrices Consulting
D
D
Mr. Domenick D'Andrea, AIF®, CRC®, CPFA™
Co-Founder/Financial Advisor
Dandarah Wealth Management
D
M
Donald Miller
CEO
StoryBrand
D
F
Doug Fritz
Co-Founder & CEO
F2 Strategy
D
T
Dylan Tito
Regional Vice President
Halo Investing
E
C
Ed Condon
Head of Marketplace
Halo Investing
E
S
Elyse Stoner
Co-Founder
Custom Strategic Marketing
E
B
Emily Binder
Chief Strategist
Beetle Moment Marketing
E
B
Ethan Booth
Account Manager
Envestnet
F
M
Francesca McLin
Growth Strategist
Francesca McLin Consulting
G
B
Grace Bryan
Content Marketing Manager
Nitrogen
G
D
Greg Drozdow
Equity Management Consultant
FP Transitions
G
Z
Mr. Greg Zahn
Head of Firm Engagement
Highland Capital Brokerage
H
H
Mr. H. Adam Holt
CEO and Founder
Asset-Map
J
L
Jacob Lieberman
Market Consultant
Invesco
J
H
Mr. James Hughes
SVP, Head of Investment Advisory Lending
Live Oak Bank
J
C
Jamie Cox
Financial Advisor, Managing Partner
Harris Financial Group
J
B
Jason Borek
Chief Growth Officer
The Pinnacle Group
J
L
Jason Lahita
Founding Partner
StreetCred PR
J
C
Jay Caceres
VP BlackRock Models Specialist
BlackRock
J
G
JD Gardner
Founder | CIO
Aptus Capital Advisors
J
T
Jeff Thomas
Host of Investment Masterminds
Swan Global Investments
J
R
Jennifer Rutley
Principal
Hidden Insights Group
J
K
Jesse Krieger
Sr. Product Manager
Nitrogen
J
F
Jessica Flynn
Director of Communications
FP Transitions
J
M
Mr. Jimmy Miller
Financial Advisor
BaoBab Wealth Management
J
L
Joe Lonsdale
Co-Founder, Executive Chairman
Opto Investments
J
B
Mr. Jomin Bishop
VP of Sales
Wealthbox
J
E
Jon Estes
VP of Sales & Marketing
Resonate Recordings
J
G
Josh Gray
CTO
Nitrogen
J
M
Jud Mackrill
Cofounder
Milemarker
J
J
Julie Johnson
President & CEO
XY Communications
J
B
Justin Boatman
Chief Product Officer
Nitrogen
J
F
Justin Fitzpatrick
CIO and Co-Founder
Income Lab
J
M
Justin Mack
Reporter
Financial Planning
J
W
Mr. Justin Wayne
Director, Solutions Management
SS&C Black Diamond Wealth Platform
K
C
Kathy Crowley
Senior Sales Executive
AdvisorEngine
K
K
Keshan Kissoon
Product Manager, Integrations
Nitrogen
K
C
Mr. Kevin Cousineau
Director, Model Portfolio Business Development
Fidelity Investments
K
W
Kristine Warner
Director Schwab Asset Management
Schwab Asset Management
L
S
Laine Schoneberger
Chief Investment Officer
Yrefy, LLC
L
G
Ms. Lara Galloway
VP of Channel Management
White Glove
L
G
Laura Garfield
Co-Founder
Idea Decanter
L
S
Leila Shaver
Founder
My RIA Lawyer
L
S
Lexie Sirak
Customer Marketing Manager
Nitrogen
L
W
Linda Wittich
Interim Chief Operating Officer
Marstone
L
F
Liz Fritz
Co-Founder & Chief Commercial Officer
F2 Strategy
L
C
Luke Cook
Manager, Advisor Success & Coaching
Nitrogen
M
B
Mark Bivens
Product Manager, Advisor Experience
Nitrogen
M
N
Mark Netjes
SVP Business Development
Advyzon
M
G
Mary Kate Gulick
EVP, Marketing
FiComm Partners
M
B
Matt Braatz
SVP Business Development
Advyzon
M
H
Matt Halloran
Co founder
ProudMouth
M
M
Mr. Matt Morris
CEO
EncorEstate Plans
M
S
Matthew Shlesinger
Sr. Advisor Consultant
Highland Capital Brokerage
M
R
Max Rothley
Sales Engineer
Nitrogen
M
L
Meghaan Lurtz
Writer and Senior Research Associate
Kitces.com
M
K
Michael Kitces
Chief Financial Planning Nerd
Kitces.com
M
K
Mr. Michael Kneip
Partner Development Consultant
United Planners
M
B
Mike Bennett
Estate Planner
EncorEstate Plans
M
F
Mindy Freedman
Vice President - Direct Indexing Specialist
Fidelity
M
D
Mitch Dunn
Managing Director, Large Accounts
Nitrogen
M
M
Mitch Mitchell
Estate Planning Attorney
Trust & Will
M
D
Monet Diamante
Managing Director of Renewals
Nitrogen
N
H
Nick Harding
SVP, Advisor Care and Success
Nitrogen
P
D
Patrick Daniel
Vice President of Advisor Technology
Commonwealth Financial Network
P
M
Mr. Patrick Mulheran
Head of Signature Private
Highland Capital Brokerage
P
G
Mr. Paul Guerra
President & Managing Director
Brookshire Wealth Management
P
M
Mr. Peter Murphy
Chief Investment Officer, President
Founders FInancial
P
N
Preston Naramore
Advisor Coach
Nitrogen
R
L
Ray Lewis
Super Bowl MVP, Hall of Famer, Philanthropist, Businessman, Community Leader, Visionary
R
C
Rich Cancro
Founder/CEO
AdvisorEngine
R
W
Rick Williamson
Director of Brand Experience
Redtail Technology
R
C
Rico Casares
Director, Business Consulting
AssetMark
R
S
Rob Swan
COO & Portfolio Manager
Swan Global Investments
R
K
Mr. Robert Kirk
Founder & CEO
InterGen Data, Inc.
R
S
Robert Sofia
CEO
SnappyKraken
R
S
Robert Stein
Deputy Chief Economist
First Trust Advisors
S
R
Mrs. Samantha Russell
Chief Evangelist
FMG
S
D
Samuel Deane
CEO & Founder
Deane Wealth Management
S
T
Sarah Tucker
Director of Enterprise Relationships
Nitrogen Wealth
S
A
Scott Alesci
Sr Manager of Tech Operations
Nitrogen
S
B
Mr. Sean Brown
President and CEO
YCharts
S
R
Shannon Rosic
Director of WealthStack
Informa
S
S
Shannon Spotswood
President
RFG Advisory
S
H
Dr. Shari Hensrud
VP, Risk & Analytics
Nitrogen
S
G
Sharon Gottula
Co-Founder
Idea Decanter
S
H
Sheryl Hickerson
Founder
Females & Finance
S
O
Siddhartha Oza
Co-Founder
Sora Finance
S
B
Stephanie Bogan
Founder, Chief Possibility Officer
Limitless Adviser Coaching | Division of Educe Inc.
S
M
Stephanie Moore
Senior Advisor Coach
Nitrogen
S
L
Mr. Steve Leivent
Senior Vice President - Advisory
SS&C Black Diamond Wealth Platform
S
T
Mrs. Susan Theder
CMO/CXO
FMG
S
S
Suzanne Siracuse
CEO
Suzanne Siracuse Consulting
T
J
Mr. Ted Jenkin
CEO
oXYGen Financial
T
J
Todd Johnson
Director of Channel Alliances
Nitrogen
T
F
Tom Fields
Founder & CEO
Fynancial
T
P
Tom Papa
Stand Up
Comedian
T
H
Mrs. Torie Happe
Head Of Partnerships
Holistiplan
T
R
Tricia Rothschild
Board Director
Nitrogen
W
B
Wayne Bettis
Solutions Consultant
SS&C Salentica
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