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We Invite You to San Diego

Meet with your peers and hear from industry experts on a variety of timely practice management and technology topics. It’s a great opportunity to take back what you’ve learned at the conference and apply it to your practice.

The SSG Conference is Free to Attend! All you need to do is register.

Join us for the SSG Beach Party on Friday, April 20th, 6:00 – 9:00 p.m.

Technology

New & Enhanced Technology Tools & Services

Business

Business and Practice Management Discussions

Networking

Roundtable Discussions with Your Peers

Growth

How to Grow Your Business in an Expanding Market

At The Beautiful Paradise Point Resort & Spa

Visit Paradise Point

Keynote Speakers

Mike SciosciaFormer Manager for Los Angeles Angels

Mike Scioscia managed the Los Angeles Angels from 2000 – 2018.
At the time of his departure, he was the longest tenured manager in Major League Baseball. Scioscia is one of five managers in MLB history to guide the same franchise for at least 19 straight seasons and just the fourth since 1975 (Bobby Cox, Sparky Anderson, Tommy Lasorda). Scioscia’s 1,650 wins ranks 18th all-time among managers and are second most all-time by a manager with one team, trailing only Walter Alston.

During his tenure with the Angels, Scioscia guided the team to six consecutive winning seasons (2004-09) for the first time in the club’s history. He led the Angels to seven playoff appearances, captured six American League West titles, won an American League pennant and led the Angels to the franchise’s first World Series title in 2002. Prior to his tenure, the Angels won a total of three division titles in the previous 42 seasons. He is a 2-time BBWAA A.L. Manager of the Year (2002 & 2009) and finished second in voting in both 2007 and 2014.

As a player, Scioscia was drafted by the Los Angeles Dodgers in the 1st round of the 1976 draft. He made his major league debut in 1980 and went on to play 12 years for the Dodgers. Scioscia was a key player on the Dodgers’ 1981 and 1988 World Series champion teams. In 1990, Scioscia became the first Dodgers catcher to start in an All-Star Game since Hall of Fame-er Roy Campanella.

Mark EibelDirector, Investment Strategies for Russell Investments

Mark Eibel is the director of client investment strategies for Russell Investments. In this role, Mark implements model strategies into client portfolios and helps set strategic asset allocation targets. He is also responsible for helping to drive product innovation on the private client side of the business.

Mark serves as a principal spokesman for Russell Investments investment process and frequently speaks to clients, industry conferences and the media. He is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio. Mark is responsible for the quarterly Investment Manager Outlook and represents the investment division on the Board of Directors for the Russell Investment Company.

Mark holds a B.A. in Business Administration from Pacific Lutheran University. He is a CFA® Charterholder and a member of the Seattle Chapter of Financial Analysts.

Ed O'BrienCEO of eMoney Advisor

Ed O’Brien sets the tone for eMoney Advisor’s success. With over 30 years in finance focusing on advisor technology, eMoney has more than doubled in size since under his leadership, which began in March 2016 when he was named CEO.

Ed previously served as Senior Vice President and Head of Platform Technology for Fidelity Institutional where he managed the development and operations of platform technologies supporting RIA broker-dealers and family office clients of Fidelity’s clearing and custody businesses. Ed led his team to be granted two patents for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology.

Ed’s previous experience includes an array of areas. Outside of his Fidelity career, Ed launched AdvisorTech, a business that successfully introduced a technology platform for financial advisors in Japan, South Korea, and Germany. In addition, he has served as president and board member for the Providence Society of Financial Analysts.

Ed received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley College in 1991.

Aaron KleinCEO of Riskalyze

Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Today, over 200 Riskalyzers serve thousands of advisors who have aligned the world’s investments with millions of investors’ Risk Numbers®. In his spare time, Aaron co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.

Brian McLaughlinCEO of Redtail Technology

Brian McLaughlin has been working closely with advisors, broker-dealers and industry partners for the last 15 years to assist with making the industry a better place for those who depend upon it to do their jobs. Brian is passionate about the solutions the company provides to their community of subscribers and enjoys getting his hands dirty in that pursuit. That passion is evidenced by his frequent participation in industry hackathons and his numerous speaking engagements at tech events throughout the year. Aviation as well would qualify as both a passion (one of his favorite t-shirts reads “eat sleep fly”) and a job requirement, which is fortunate since he spends a whopping amount of his time up in the air, flying to and from industry conferences and events, spreading the word about Redtail and bringing new ideas home to explore further in the company’s Sacramento headquarters.

Tina PowellCEO of C-Suite Social Media

Tina Powell is the CEO of C-Suite Social Media, a digital marketing and social media consultancy for the financial services industry. With over 20 years of hands-on digital marketing campaign and strategy, Tina’s extensive experience has kept her on the leading edge of marketing and social media. Prior to founding C-Suite Social Media, Tina was a partner at Beacon Wealth Management, an SEC registered RIA firm based in Hackensack, New Jersey recently acquired by Mercer Advisors.

Tina graduated with honors from New York University with a M.A. in Graphic Communications Management and Technology, where she taught Integrated Marketing and Leadership in the Graduate Program. She also earned a B.S. in Business Management, magna cum laude, from Fairleigh Dickinson University and holds a Series 65 license. Tina is a member of the Financial Planning Association and an industry judge for the T3 Advisor Student Competition and WealthManagement.com Industry Awards.

Some of 2018 Speakers Include

Angie Herbers, CEO

Angie Herbers is founder and CEO of Angie Herbers LLC, FourPointe Consulting and Beyond U Inc. She brings over 16 years of experience guiding financial advisors to long-term, scalable growth by creating and executing holistic growth strategies to manage the eight areas of practice management: leadership, corporate finance, client service, operations, management, human capital, sales and marketing.

Bob Veres, Writer

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 advisory firms.

Geoffrey Brown, CAE

Geoffrey E. Brown, CAE, is the chief executive officer of the National Association of Personal Financial Advisors (NAPFA). In this role, he is responsible for the association’s strategic direction, external relations, and ensuring its operational success.

Shannon Pike, CFP

Shannon J. Pike currently serves on the Board of Directors as the 2018 National Chair for the Financial Planning Association® (FPA®), the largest membership organization for CFP® professionals, and includes many others who support the financial planning process.

Stacy Francis, CFP, CDFA, CESPresident and CEO of Francis Financial, Inc.

Stacy is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition.

See Full Lineup of Conference Speakers