NADJA WEST
LTG, U.S. Army Surgeon General and former Commanding General of the U.S. Army Medical Command
Sponsored by Dynasty Financial Partners
ARI FLEISCHER
Former White House Press Secretary & President of Fleischer Communications
RON KRUSZEWSKI
Chairman of the Board of Directors and CEO of Stifel Financial Corp.
KRISTI MARTIN RODRIGUEZ
Vice President of Thought Leadership for Nationwide Financial
SHIRL PENNEY
President and CEO of Dynasty Financial Partners
ANDY BLOCKER
Head of US Government Affairs for Invesco
JOE DURAN
Managing Director Goldman Sachs, Head of Personal Financial Management
ANTHONY ROCHTE
Managing Director, Head of Goldman Sachs Private Bank Select
JOHN PELUSO
President of First Clearing
ADAM ANTONIADES
CEO of Cetera
JEROME F. LOMBARD, JR.
Executive Vice President, President, Private Client Group, Janney Montgomery Scott LLC
RUSTY VANNEMAN, CFA®, CMT®
CIO of Orion Advisor Solutions
SHERYL HICKERSON
CEO at Females and Finance
CRAIG PIRTLE
Chief Strategy Officer of B. Riley Wealth Management
CHRIS MONE
Executive Vice President, Head of Wealth Management
at Wedbush Securities
JESSICA MCQUEEN
Partner at PHM Capital Management, Financial Advisor, Wedbush Securities
DAVID CANTER
Executive Vice President, Head of RIA and Family Office Segments, Fidelity Investments
JIM GOLD
CEO and Founding Partner, Steward Partners Global Advisory
JOHN HARRIS
Managing Director, Head of Global Advisor Sales at Envestnet
KIP CAFFEY
CEO at Resurgent Financial Advisors LLC
MARTY BICKNELL
CEO and President of Mariner Wealth Advisors
FRANK LAROSA
President and CEO of Elite Consulting Partners
ROB BARTENSTEIN
CEO of Kestra Private Wealth Services
BILL COPPEL
Managing Director, Chief Client Growth Officer, First Clearing
JEFF SMITHSenior Vice President, Director of Recruiting & Business Development of Janney
ANDREW DANIELS
Managing Principal, Business Development at Commonwealth
TONIA BOTTOMS
Managing Director and Senior Managing Counsel for BNY Mellon’s Pershing
BRIAN HAMBURGER
President and CEO of MarketCounsel and Managing Member of the Hamburger Law Firm
GREG BANASZ
Managing Director, Founding Partner and Head of Business Development for Steward Partners Global Advisory
MINDY DIAMONDPresident and CEO of Diamond Consultants
MAURA MARKUS
Independent Board Director, Global Financial Services, Stifel
PAUL DIETRICHChief Investment Strategist at B. Riley Wealth Management
TONY SIRIANNI
CEO and Publisher of AdvisorHub