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    2024 Fearless Investing Summit logo

    2024 Fearless Investing Summit

    October 23 - 25, 2024
    Doors open at:

    About the Event

    Register Now

    Our Speakers

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    B
    Mr. Ivan Bimbelov
    Regional Director
    PCN
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    AK
    Mr. Aaron Klein
    Co-Founder & Board Member
    Nitrogen
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    AS
    Abby Salameh
    Chief Growth Officer
    RFG Advisory
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    AH
    Adam Holt
    CEO and Founder
    Asset-Map
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    AR
    Alain Romero
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    AW
    Alex Wilson
    Ambassador
    Forests To Fortune
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    AS
    Alison Susko
    VP of Community
    Asset-Map
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    AK
    Ms. Amy Kniseley
    Head of Business Development, RIA & IBD
    Highland Capital Brokerage
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    AM
    Andree Mohr
    President
    Integrated Financial Partners
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    AM
    Andres Mazabel
    Head of Advisor Sales
    Trust & Will
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    AA
    Andrew Altfest
    Founder & CEO
    FP Alpha
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    AH
    Ashley Haverly
    VP, Model Consultant at Invesco US
    Invesco
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    BS
    Mr. Bill Simonet
    Managing Principal
    Simonet Financial
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    BK
    Bonnie Kirchner
    CFP, MST
    Sea Change Financial
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    BS
    Brandon Storch
    Director of Product
    TradePMR
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    BG
    Brian Gelfuso
    VP of Talent
    Nitrogen
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    BS
    Brian Sasaki
    Managing Director, Advisor Solutions
    Nitrogen
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    CK
    Carly Klimenko
    Director of Account Management
    Nitrogen
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    CC
    Chris Candela
    Sr Relationship Manager
    Charles Schwab
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    CH
    Mr. Chris Horan
    Head of Sales
    Alphathena
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    CQ
    Chris Quandt
    Success Enablement Manager
    Nitrogen
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    CS
    Christine Simone
    CEO & Founder
    Caribou
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    CI
    Craig Iskowitz
    CEO and Founder
    Ezra Group
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    CR
    Cullen Roberts
    Director of Advisor Engagement
    Blackrock
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    DB
    Dan Bolton
    VP, Corporate Marketing
    Nitrogen
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    DJ
    Dan Jones
    Vice President of Advisor Insurance
    K2 Placements
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    DZ
    Dan Zitting
    CEO
    Nitrogen
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    DY
    Dasarte Yarnway
    Head of Community
    Altruist
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    DD
    Dawn Dyer
    Director of Product
    Catchlight
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    DT
    Debra Taylor
    Founder, Wealth Advisor and Lead Tax Planner
    Taylor Financial Group
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    DN
    Derek Notman
    Founder & CEO
    Couplr AI
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    DD
    Domenick D'Andrea
    Co-Founder/Financial Advisor
    DanDarah Wealth Management
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    DC
    Dr. Daniel Crosby
    Chief Behavioral Officer
    Orion
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    DS
    Drew Seelig
    Senior Director, Global Wealth & Asset Management Solutions & Strategy
    Salesforce
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    DS
    Dusty Slay
    Comedian
    Dusty Slay Comedy
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    EM
    Mr. Ed Morales
    Chief Marketing and Innovation Officer
    The Pinnacle Group
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    EW
    Emily Wetter
    Senior Support Specialist
    Holistiplan
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    ES
    Emmitt Smith
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    EK
    Erin Kirkwood
    Enterprise Relationship Manager
    Nitrogen
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    FM
    Francesca McLin
    Growth Strategist
    FrancescaMcLin.com
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    GJ
    Mr. Glen Jackson
    Financial Advisor
    The Investment Center
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    GK
    Griffin Kale
    Product Manager
    Holistiplan
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    IF
    Mr. Ian Finnerty
    Director, Advisor Sales
    FP Alpha
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    IO
    Ian Ochoa
    Advisor Coach
    Nitrogen
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    JH
    Jamie Hopkins
    Chief Executive Officer
    Bryn Mawr Capital Management
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    JB
    Mr. Jason Borek
    Chief Growth Officer
    The Pinnacle Group
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    JG
    JD Gardner
    Founder & CIO
    Aptus Capital Advisors
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    JG
    Mr. Jeff Grail
    Co-Founder
    White Glove
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    JR
    Jeremiah Renfro
    VP of Systems Engineering
    Nitrogen
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    JR
    Jesse Rosato
    SVP, Engineering
    Nitrogen
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    JS
    Jessika Scarantino
    Senior Risk & Analytics Tech Specialist
    Nitrogen
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    JL
    Jill Leong
    Growth Marketing Manager
    Nitrogen
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    JB
    Joe Baker
    Model Consultant
    Invesco
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    JD
    Joe Duran
    Managing Partner
    Rise Growth Partners
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    JD
    Joe Duran
    Managing Partner
    Rise Growth Partners
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    JM
    John Mackowiak
    Chief Revenue Officer
    Advyzon
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    JP
    Mr. Johnny Poulsen
    CFP – CEO and Co-Founder of Income Lab
    Income Lab
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    JA
    Jon Acuff
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    JP
    Mr. Jon Patullo
    Chief Product Officer
    TradePMR
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    JS
    Mr. Josh Schultz
    Customer Success Manager
    FP Alpha
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    JL
    Dr. Joy Lere
    Co-Founder
    Shaping Wealth
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    JJ
    Julie Johnson
    Founder & Chief Engagement Officer
    XY Communication
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    JB
    Justin Boatman
    Chief Product Officer
    Nitrogen
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    JC
    Justin Castelli
    Life Planner & Founder
    RLS Wealth
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    JW
    Justin Wayne
    Senior Director, Solutions Management
    SS&C
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    JW
    Justin Wilkinson
    VP, Sales & Business Development
    AdvisorEngine
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    KC
    Kathy Crowley
    Business Development
    AdvisorEngine
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    KK
    Kevin Knull, CFP
    President
    TaxStatus, Inc.
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    KS
    Mrs. Kim Sheehy
    Head of Finteract
    Fidelity Investments
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    KV
    Kimberly Venable
    Director of Enterprise Sales
    Holistiplan
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    LS
    Laine Schoneberger
    Chief Investment Officer & Managing Partner
    yRefy
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    LB
    Laura Beaulieu
    VP of Marketing
    Holistiplan
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    LR
    Lee Regan
    Director of Product Management
    Enrich | Educated Investor
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    LS
    Leila Shaver
    Founder
    My RIA Lawyer
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    LA
    Lisa Asher
    Strategic Advisor, Wealth Management
    Datos Insights
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    LC
    Luke Cook
    Manager, Advisor Success & Coaching
    Nitrogen
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    MW
    Machenzie Wickre
    Director of Fintech Sales Solutions
    Allianz Life
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    MT
    Mr. Marcel Tsai
    Director of Integrations
    TradePMR
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    MB
    Mark Bivens
    Lead Product Manager, Applications
    Nitrogen
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    MG
    Mary Kate Gulick
    CMO, EVP Marketing & PR Services
    Ficomm Partners
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    MA
    Matt Ackermann
    Chief Content Officer
    Integrated Financial Partners
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    MM
    Matt Morris
    CEO
    EncorEstate Plans
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    MR
    Max Rothley
    Director, Solution Consulting
    Nitrogen
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    MD
    Meaghan Dowd
    Director of AiK2 Private Client
    K2 Placements
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    MF
    Mr. Michael Folker
    EVP, OCIO
    Orion
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    MK
    Michael Kitces
    Chief Financial Planning Nerd
    Kitces.com
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    MS
    Michael Salazar
    Account Executive
    Trust & Will
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    MB
    Mike Bennett
    Estate Plan Operations
    EncorEstate Plans
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    MD
    Mitch Dunn
    Managing Director
    Nitrogen
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    MD
    Monet Diamante
    VP, Account Management
    Nitrogen
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    MC
    Mr. Morgan Christiansen
    Vice President ‑ Distribution
    The Pinnacle Group
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    NH
    Nick Harding
    SVP Advisor Care & Success
    Nitrogen
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    NS
    Mr. Nick Schilling
    CEO
    FMT Solutions
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    PE
    Parker Ence
    CEO / Cofounder
    Jump
    speaker image
    PS
    Mr. Patrick Shaddow
    President and CEO
    Syntax Data
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    RE
    Rachel El Ali
    AVP of Sales
    Nitrogen
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    RC
    Rich Cancro
    Founder & CEO
    AdvisorEngine
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    RS
    Rob Swan
    COO & Portfolio Manager
    Swan Global Investments
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    RD
    Mr. Robert DeChellis
    Founder and CEO
    Bonsai
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    RP
    Roger Pine
    Co-Founder
    Holistiplan
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    RB
    Ryan Borer
    Managing Member
    AdvisorCRM
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    RW
    Ryan Williams
    Director, National Accounts
    Swan Global Investments
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    SR
    Samantha Russell
    Chief Evangelist
    FMG Suite
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    SD
    Sami David
    Enterprise Relationship Manager
    Nitrogen
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    ST
    Sarah Tucker
    Director of Enterprise Relationships
    Nitrogen
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    SA
    Scott Alesci
    Sr. Manager of Tech Specialist Operations
    Nitrogen
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    SJ
    Scott Juds
    CEO
    SumGrowth
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    SV
    Scott Victoria
    COO
    TradePMR
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    SS
    Shannon Spotswood
    President
    RFG Advisory
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    SC
    Sheila Cuffari-Agasi
    EVP, Chief Revenue Officer
    United Planners
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    SH
    Sheryl Hickerson
    Founder
    Females & Finance
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    SM
    Stephanie Moore
    Sr. Advisor Coach
    Nitrogen
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    SW
    Stephanie Walker
    Managing Director
    Nitrogen
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    TP
    Tina Powell
    Partner, Chief of Community
    Intention.ly
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    TH
    Torie Happe
    Head of Partnerships
    Holistiplan
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    TB
    Tracie Behr
    Managing Director
    My RIA Lawyer
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    TR
    Tricia Rothschild
    Board Member
    Nitrogen
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    YH
    Yohance Harrison
    CEO & Wealth Advisor
    Money Script Wealth Management
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    ZM
    Zachary Mersberger
    Regional Director, Branch Manager, Partner
    Merit Financial Advisors

    Community

    Join The Community

    Location

    Grand Hyatt Nashville
    1000 Broadway, Nashville, TN 37203, USA

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