Co-Founder, ROL Advisor; President, Advisor Insights Inc.
Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. Anthony and his team have provided training to individual advisors and major organizations throughout the world. A prolific author, his seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. He co-founded ROL Advisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.
Founder, Sudden Money Institute
Susan Bradley, CFP, CeFT, is the founder of the Sudden Money Institute, which began 17 years ago as a community of practice seeking to better serve their financial planning clients. As a recognized thought leader in financial transitions planning, Bradley speaks frequently in the United States as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall.
Managing Partner, Merchant Investment Management LLC
Matt Brinker focuses on corporate strategy, equity partnerships and growth strategies for partner firms. Prior to Merchant, Brinker was chief business development officer and head of acquisitions for United Capital Financial Advisors. Before United Capital, he was the founder and operating partner of Kelly Consulting Group, which structured and supported alternative money management companies. Matt is an investor and advisor to several wealth companies and an industry advisor to investors evaluating the wealth management space.
KATHRYN M. BROWN
Co-Founder and Principal, Morton Brown Family Wealth
As co-founder and principal of Morton Brown Family Wealth, Kathryn M. Brown, CFP, CHFC, is a steward of her clients’ financial lives as well as a leader for a firm that is changing the way advice is delivered in the Lehigh Valley. Brown’s experience, vision and values place her at the forefront of this movement. She has been outspoken about the importance of a comprehensive fiduciary approach to wealth management. Previously, she was a partner at Concannon Wealth Management, later Corbenic Partners, where she helped to lead financial planning, operations and compliance.
Senior Vice President and Chief Strategy and Marketing Officer, Healthview Services
Nag-Bushan Odekar is responsible for leading corporate strategy, product design, marketing and thought leadership. Most recently, Odekar was vice president and head of marketing for Great-West Financial, where he led product marketing, customer experience and digital marketing strategies. In 2012, he co-founded and was chief operating and marketing officer for Forevercar.com. The company was sold to a private equity company in 2014. He previously held leadership roles at Aviva (now Athene), Northwestern Mutual, The Hartford and Fidelity Investments.
COURTNEY E. RANSTROM
Co-Founder, Trailhead Planners LLC
After working in a larger firm for several years, Courtney Ranstrom, CFP, and her brother, Morgan, decided to break off and start Trailhead Planners. As fee-only financial planners, they collaborate with individuals and families to develop, execute and realize their vision of financial freedom. Trailhead Planners also helps its clients employ SRI or environmental, social, and governance (ESG) factors in their portfolios, so that their investment choices are coherent with their personal values and aspirations for our global community. Ranstrom has been working in the wealth management industry since 2009. Prior to that, she worked as an internal auditor.
Co-Founder and Chief Executive Officer, ROL Advisor
Steve Sanduski, CFP, has over 30 years of business experience growing companies by multiples. He is the co-founder and CEO of ROL Advisor, an international software and training company for financial advisors. In the mid-1990s, Sanduski helped launch and build a multi-billion dollar AUM RIA. For 11 years in the 2000s, he was the managing partner of Peak Advisor Alliance (now Carson Group Coaching). For more than 25 years in financial services, he’s led countless engagements with top financial advisors and spoken to audiences all over the country. He is also a New York Times bestselling author.
TAYLOR R. SCHULTE
Founder and Chief Executive Officer, Define Financial
Taylor R. Schulte, CFP, launched Define Financial, a team of award-winning CFP professionals working with clients on the same side of the table, in 2014. They help their clients reduce taxes, invest smarter and retire on their terms. Since launching Define Financial, Schulte has been recognized as an award-winning wealth manager in San Diego Magazine, a Top 40 Advisor Under 40 by InvestmentNews, and was the recipient of the 2015 SD Metro Movers award by San Diego Metro magazine. He is also a columnist for Kiplinger and frequently quoted in the media as a financial expert.
Editor-in-Chief and Editorial Director, Financial Advisor Magazine
Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.
Founder and Chief Executive Officer, Mission Wealth
Seth Streeter, MS, CFP, CDFA, has nearly three decades of experience in the financial industry. He has been featured in many national publications and shows, including The Wall Street Journal, Forbes, Money, Business Rockstars and InvestmentNews. Streeter is a thought-leader in conscious financial planning, helping people to reframe their perspective of wealth beyond just the financial to lead more balanced, impactful and fulfilling lives. He was recognized by Real Leaders magazine in 2015 as one of the Top 100 visionary leaders who strive to create a better world.