UNFORTUNATELY, THE 2020 SSG CONFERENCE, SCHEDULED FOR APRIL 22 – 24 AT THE HILTON LA JOLLA TORREY PINES, HAS BEEN CANCELLED DUE TO THE NOVEL CORONAVIRUS 2019 (COVID-19). WE APPRECIATE YOUR PATIENCE AS WE WORKED THROUGH THIS CHALLENGING DECISION.
SINCE ITS INCEPTION, OUR CONFERENCE HAS BEEN A TREMENDOUS GATHERING OF ADVISORS, SPONSORS, SPEAKERS, AND THE ENTIRE TEAM AT SSG. IN MANY RESPECTS, THE SSG CONFERENCE IS A REUNION OF GREAT FRIENDSHIPS THAT ARE CELEBRATED IN THE WORK THAT WE DO TOGETHER. NO DOUBT THAT WE WILL ALL MISS BEING TOGETHER AND WILL LOOK FORWARD TO THE 2021 SSG CONFERENCE.
HOTEL RESERVATIONS MADE THROUGH THE SSG CONFERENCE REGISTRATION WEBSITE WILL BE AUTOMATICALLY CANCELLED WITH A FULL REFUND FROM THE HILTON LA JOLLA TORREY PINES. PLEASE MONITOR YOUR CREDIT CARD ACTIVITY AND SPEAK WITH THE HOTEL IF YOU DON’T NOTICE A REFUND WITHIN THE NEXT COUPLE OF WEEKS. IF YOU MADE YOUR ROOM RESERVATION OUTSIDE OF OUR WEBSITE, YOU MUST CANCEL DIRECTLY WITH THE HOTEL.
SEVERAL OF THE SPEAKERS AND SPONSORS HAVE CONTACTED US ABOUT CONDUCTING VIRTUAL SESSIONS IN LIEU OF A LIVE IN-PERSON CONFERENCE. WE ARE EXPLORING SEVERAL OPTIONS AND WE’LL KEEP YOU INFORMED.
WE TRULY APPRECIATE YOUR SUPPORT AND WE’RE HERE TO SUPPORT YOU AS WELL. WE WISH YOU AND YOUR LOVED ONES THE BEST OF HEALTH AND SAFETY IN THESE UNCERTAIN TIMES.
BELOW ARE SPEAKERS FROM PAST CONFERENCE TO GIVE YOU AN IDEA OF THE CALIBER OF SPEAKERS AT OUR CONFERENCE.
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.
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.
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.
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.
WHILE LAST YEAR’S CONFERENCE WAS BEEN CANCELED, WE ARE STILL PROVIDING INFORMATION THAT WOULD HAVE BEEN TAKING PLACE WITH OUR VIRTUAL CONFERENCE SERIES. THIS SERVICE IS PROVIDED FOR OUR CLIENTS AND RIA’S ONLY!
David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting, general financial planning, automated investment selection, and portfolio assignment for Morningstar Investment Management LLC. Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. He has published over 100 papers in a variety of industry and academic journals. His research has received best paper awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Journal of Financial Planning (2007, 2014, 2015, 2018), and the Retirement Management Journal (2012).
Peggy Doviak, Ph.D., CFP® founded D.M. Wealth Management, Inc., a fee-only financial planning and portfolio management firm in Norman, OK, in 2003. Peggy teaches in the Family Financial Planning program at Oklahoma State University, and she is a Financial Planning Association Knowledge Circle Host for “Theory in Practice.” She is also a member of the Financial Planning Association’s Legislative and Regulatory Issues Committee. She is an Advocate for the Women in Finance initiative (WIN) by the CFP Board of Standards. Her bestselling book, 52 Weeks to Prosperity–Ask Peggy Doviak What Your Accountant, Banker, Broker, and Financial Adviser Might Not Tell You (The RoadRunner Press, 2018), is available at independent bookstores and on Amazon.com.
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.
Deborah has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic financial planning, wealth management services, and her specialty planning company, Fox College Funding LLC. She has been consulting with advisors for more than twenty years to help them unite and systemize their technology, human capital, practice management, and systems.
Deborah created AdvisorTouch (originally Fox Financial Planning Network) to solve a widespread industry problem: the lack of advisor adoption and implementation of available information, tools, and technology.
Greg is a tireless advocate for Private Ocean clients. He never stops conceiving and implementing new ways to improve their wealth management experience – and their quality of life.
As Private Ocean CEO, Greg leads the development of new systems and services; sits on the investment committee; sets technology strategy for the firm, and works directly with clients on financial planning and investment strategy. He also maintains close partnerships with respected trust and estate attorneys and accountants who serve high net worth individuals.
In 1991, Greg established Friedman & Associates, which he grew from a sole proprietorship into a nationally recognized wealth management firm. In 2002, Greg’s quest to involve and empower clients led him to found Junxure, a technology platform for delivering premium client service. In 2007, Friedman & Associates earned the coveted Schwab IMPACT® award for Best-in-Tech for their innovative use of the CRM to enhance the client experience. Greg was also recognized in InvestmentNews’ 2017 Class of Icons and Innovators for his contribution to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward. In 2018, Greg was named CEO of the Year at the WealthManagement.com Industry Awards.
Michael Kubik is a portfolio construction specialist within the U.S. Investment Services division and a Vice President of T. Rowe Price Investment Services, Inc. Michael earned a B.S., Magna Cum Laude, in finance from Towson University and an M.B.A., Summa Cum Laude, in finance from Johns Hopkins University. He has earned the Chartered Financial Analyst designation and is a senior professional lecturer at Johns Hopkins University Carey Business School. He is also a Series 7 and 63 registered representative.
Stacey McKinnon joined Morton Capital in 2014. She oversees internal and external operations, including the client experience, service offering, marketing and business operations. Stacey graduated from the University of California, Santa Barbara, in September 2007, with Bachelor of Arts degrees in business economics and religious studies. Stacey is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license.
Jeff Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.
Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charter holder.
He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC.
Dave is the Chair of the National Association of Personal Financial Advisors. A CERTIFIED FINANCIAL PLANNERTM professional, he received both his BA and MBA from the University of Richmond and a Certificate in Financial Planning from Virginia Commonwealth University. Motivated by his dedication to a high fiduciary standard and to do what’s best for clients, in 2006 Dave launched a Fee-Only Registered Investment Advisory and Financial Planning firm that became EVOadvisors in 2016.
Dave’s passion for advocating for consumers has led him to various volunteer roles with NAPFA including, Chair of the Public Policy committee, South Region Board member, and numerous working groups. He has also served on many CFP Board committees and continues to work with the CFP Board on consumer protection issues and advancing the financial planning profession. His expert advice and commentary have appeared in The New York Times, Bloomberg, Kiplinger’s, InvestmentNews, and other national 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.
For over 25 years, Judith L. Seid, Partner and Founder of Blue Summit Wealth Management has been passionately using Socially Responsible Investing (SRI) for her clients. Judith has been recognized for her long-standing commitment to sustainable & ethical business and community service with numerous awards. Winner of the SRI Advisor of the Year award, Judith firmly believes that “We can influence corporations to change their policies by seeking investments in companies with positive practices and products and by being proactive investors.” Judith seeks to help her clients connect the dots between their money and their purpose in life. Judith and the Blue Summit staff have a strong reputation for putting their clients’ needs first, and they have built a solid base of loyal, satisfied clients. As a Certified Financial Planner™ practitioner, Judith adheres to the highest ethics and commitments to professionalism. Judith is an active member (and former board member) of the San Diego Financial Planning Association (FPA).
After 30+ years of managing technology in high-level positions, Wes began RightSize Solutions in 2002 because RIAs needed a technology partner who really understood their needs. More than 13 years later, he remains committed to understanding every nuance of his clients’ businesses.
Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high- level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant and Yellow Technology Services (Director of Technology).
A technology-pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology.
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. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.
Over his 30-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-atlarge of Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. In addition, he is a sought-out speaker for many of the planning world’s most important professional conferences.
Tara Weisinger, CPA, is the Director of Tax Services at Rowling & Associates, a fee-only wealth management firm.
In her role as head of the tax department, Tara is responsible for supervising and organizing the tax return preparation for approximately 300 clients, calculating estimated tax payments, handling Roth IRA conversion calculations, as well as Charitable Remainder Trust analyses and distributions, and understanding the new tax law implications for the firm’s current clients. She also conducts year-end tax planning meetings and often works closely with the Rowling & Associates financial planning team to evaluate the tax impacts of financial planning options.
Tara first joined the Rowling & Associates team seven years ago and worked at two CPA firms prior to that. She holds a bachelor’s degree in business with an emphasis in accounting from California State University San Marcos, and a master’s in taxation from National University. Tara earned her Certified Public Accountant license in January of 2011.
Recently, Tara was recognized by the San Diego Business Journal as one of the Most Influential Women in Accounting in 2019.
Evelyn M. Zohlen, founder of Inspired Financial, has served on both the personal and the institutional sides of financial services for nearly 20 years. She received her Bachelor’s degree from the University of Texas, her Master of Science from the Joint Military Intelligence College, and her Master of Business Administration (with a concentration in Finance/Portfolio Management) from Villanova University. Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group in Malvern, PA where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million.
Evelyn is a Certified Financial Planner™ (CFP®) professional and serves as President-Elect for the Financial Planning Association (the membership association for CFP® professionals with 23,000 members!). She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. In addition, she is a community leader who currently serves on the Board of Governors for the premier business club in Orange County, the Center Club. She has served on the Board of Directors for WomanSage, the Board of Directors for the American Poetry Review, and the President’s Council at Immaculata University. Evelyn is a frequent contributor to periodicals such as The Wall Street Journal, The Journal of Financial Planning, USA Today, Investment News, Kiplinger’s Personal Finance, Real Simple and Consumer Reports. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.