Hear From Keynote Speakers and
Session Presenters that Speak Directly
to the Topics Important to RIAs
We've have a great line-up of speakers for our 2017 Conference!
Peggy Doviak, Ph.D., CFP® founded D.M. Wealth Management, Inc., a financial planning and portfolio management firm in Norman, OK, in 2003. Peggy teaches for the College for Financial Planning, and she is a Financial Planning Association Knowledge Circle Host for “Theory in Practice.”
Joel P. Bruckenstein, CFP, is Publisher of the Technology Tools for Today (T3) newsletter and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors as well as the Technology Tools for Today (T3) Enterprise Conference.
Bonnie Sewell has been working with families as a Certified Financial Planner for families since 1992. She also earned the Accredited Investment Fiduciary, AIF®, designation and Certified DivorceFinancial Analyst designation, CDFA™.
CaroleAnne Hardy focuses on helping advisors and advisory firms identify their unique voice, articulate their specific value, and leverage digital and social media to establish a consistent brand and create a powerful online presence. Ms. Hardy is the founder and president of The Advisors Voice, a marketing consulting firm in Redondo Beach, CA.
Caleb Brown, MBA, CFP®,
is a CERTIFIED FINANCIAL PLANNER™ certificant, Kolbe Certified (TM) Consultant,
and original creator of the FPA Career Day program. He was named the Next Generation
Influencer by Financial Planning magazine for 2012 and one of the top 25 most influential
people in the industry by Investment Advisor for 2014.
Bob Veres is editor and publisher of the Inside Information interactive guide to trends and innovations in the profession, and contributing editor and columnist for Financial
Planning magazine. In addition, Mr. Veres co-produces the Insider’s Forum conference for independent financial
Roy Sin joined Morningstar's Behavioral Insights Team in May 2016 as an Associate Behavioral Researcher. In this role, he primarily works with data from different products across different teams in Morningstar. He also conducts original research to better understand investor behavior.
In 2002, Wes Stillman, CEO of RightSize Solutions, recognized the need for a secure cloud based environment to help organize, protect, and empower RIAs. As of today, RightSize Solutions, provides a full service IT solution and 24/7 support to over 100 wealth management firms, and has helped many advisors expand and protect their businesses.
Since 1979, Sheryl Rowling has been providing fee-only tax and financial planning advice. She is the principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist. Sheryl is a frequent writer/contributor to various industry publications.
Alan J. Foxman serves as a senior consultant with NCS Regulatory Compliance. In this capacity, Alan works with a broad range of investment advisers on all aspects of compliance. Alan is a past Chairman of the Government and Regulatory Committee of the National Association of Investment Professionals (NAIP) and writes the monthly “Compliance” column for “On Wall Street Magazine.”
Patrick Delaney is a retirement insights leader for T. Rowe Price’s U.S. intermediary business and a Vice President of T. Rowe Price Investment Services, Inc. In his current role, he plays a key part in developing the firm’s point of view and position on major topics and issues that impact the retirement industry,including plan design, demographic trends, sponsor and participant target date utilization, investment selection, and financial wellness.
Venk Reddy, Founder, Portfolio Manager and Chief Investment Officer of Zeo Capital Advisors.
Venk founded Zeo in 2009. Prior to Zeo, he was a co-founder of Laurel Ridge Asset Management LP, a $400m multi-strategy hedge fund, where he managed the credit, distressed and event-driven portfolios.
Kristen Luke, founder of Kaleido Creative Studio, a marketing agency specializing in helping RIAs turn marketing plans into action. Kristen was named “40 Under 40” by InvestmentNews in 2014.
Ram Nagappan, Chief Information Officer and Managing Director for Pershing. Ram is responsible for several technology functions, including the firm's architecture, application development, quality assurance, product management, infrastructure management and IT operations for Pershing's NetX suite of solutions.