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Keynote Speaker

Brent Gleeson is a Navy SEAL combat veteran with multiple tours to Iraq and Africa and other theaters of war. Upon leaving SEAL Team 5, Brent turned his discipline and battlefield lessons to the world of business and has become an accomplished entrepreneur, author, and acclaimed speaker on topics ranging from leadership and building high performance teams to culture and organizational transformation. You can learn more about his leadership philosophies in his weekly columns on Inc.com and Forbes.com.

He has also starred in several reality shows including NBC’s Stars Earn Stripes where he and Chris Kyle of America Sniper along with other special operations professionals were paired with celebrities to compete and raise money for charities like Wounded Warrior Project.

He is the author of TakingPoint: A Navy SEAL’s 10 Fail Safe Principles for Leading Through Change, which will be published by Simon & Schuster on Feb. 20, 2018. Between his experiences in the SEAL Teams and building award winning organizations that have topped the Inc. 500 list of fastest growing companies, Brent has become a business transformation expert. TakingPoint highlights his ten principle program all leaders and managers will need to lead change and achieve winning results in the twenty-first century business landscape.

Learn more about Brent at http://www.brentgleesonspeaker.com/

Speakers at the 2018 SSG Conference

Brad Cook
Brad CookCPA
Portfolio Manager & Director of Credit Research
Brad joined Zeo in 2012. He began his career with PricewaterhouseCoopers in Vancouver where he qualified as a Canadian Chartered Accountant with a focus on audit and bankruptcy before joining their London-based corporate finance group. He then served as a Vice President and High Yield Credit Analyst at Oaktree Capital Management Ltd. When he moved to San Francisco he joined Descartes Capital LLC, a $300m hedge fund focused on high yield and convertible debt, as a Director and Senior Credit Analyst. Immediately prior to joining Zeo, he was Head of Convertible Strategies at Sterne Agee Group, Inc. and Head of Credit Research in the convertible bond group at Thomas Weisel Partners LLC. In both roles, Brad focused on fundamental investments in corporate debt with an emphasis on company value and capital structure. Brad earned a BComm from the University of Calgary.
Bob Veres
Bob VeresWriter
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.
Sheryl Rowling
Sheryl RowlingCPA/PFS
Sheryl Rowling is principal of Rowling & Associates and head of rebalancing solutions for Morningstar.

In her Morningstar role, Sheryl focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (software that she designed and ultimately sold to Morningstar) and serves as a subject-matter expert on tax-efficient investing, portfolio rebalancing, and advisor practice management.

Rowling has nearly 40 years of experience in the financial services industry, leading Rowling & Associates, a fee-only wealth management firm. Focusing on holistic financial advice, Rowling & Associates provides integrated tax-efficient portfolio management designed to assist clients in reaching a worry-free future.

Geoffery Brown
Geoffery BrownCAE
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.

He has worked in the association management industry since 2000. Prior to joining NAPFA 2013, Brown had been an account executive with Sentergroup, a Chicago-based management consultancy specializing in associations and other nonprofit organizations. . Prior to his time at Sentergroup, Brown served as an association manager for SmithBucklin Corp., the world’s largest association management company based in Chicago.

Brown received his Bachelor of Arts degree in government & politics from the University of Maryland and his Certificate in fundraising management from Indiana University. He is a member of American Society of Association Executives and received his Certified Association Executive designation in (CAE) 2010. He is also a member of the Association Forum of Chicagoland.

Shannon Pike
Shannon PikeCFP
Shannon J. Pike, CFP®, 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.

Pike is Vice President at Tanglewood Legacy Advisors, LLC in Houston, TX, an independent firm which develops unique private wealth planning as well as investment strategies and exit planning services to entrepreneurs, executives and private business owners – serving as the Family CFO. He has more than 20 years of experience in the financial services industry.

Stacy Francis
Stacy FrancisCFP, CDFA, CES
Stacy Francis 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. Stacy has over 18 years of experience in the financial industry. She attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial PlannerTM (CFP®) designation. Stacy is also a Certified Divorce Financial Analyst® (CDFA®) as well as a Certified Estate and Trust Specialist (CESTM). Stacy has mastered specialized training in the financial issues of divorce and is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter.

Stacy has received numerous industry awards, among them, Investment News 2016 Women to Watch, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. She was also listed as a national Money Hero by CNN Money Magazine and received the Women’s Choice Award for one of the best financial Advisors for women.

Christopher M. Niemczewski
Christopher M. NiemczewskiManaging Principal, Marshfield
Chris Niemczewski founded Marshfield in 1989. While in graduate school at Columbia, he was exposed to the Graham and Dodd school of security analysis and investing, an approach that has influenced his forty years in the investment field. In addition to formulating and guiding Marshfield’s core investment philosophy and discipline, he conducts research and focuses on long-term strategic firm planning. From 1981 to 1989, he was President of Justin Asset Management. Chris is a member of the Board of Directors and Chair of the Development Committee of Martha’s Table, a Washington, DC-based organization dedicated to increasing access to quality education programs, healthy food, and family support for those in need. He is also a member of the Swarthmore College Investment Committee, and was Chair of that committee from 2009 through 2017.