past event speakers:
About Brittany Anderson: Brittany is the co-founder of Dare to Dream Enterprises and the co-host of The Dream Architect Life podcast. A true entrepreneur by nature, Brittany is not only the president and shareholder of a premier wealth planning firm, but has also created multiple business ventures, serving a variety of industries. Her insights have been featured in national media outlets such as Forbes, Barrons, Wall Street Journal, the Huffington Post, Inc., Private Wealth magazine, and AssetTV. As a four-time author, Brittany has had the opportunity to speak at exclusive events like the Million Dollar Round Table global conference, Raymond James national conference, Elite Wealth Advisor Symposium and many others. She speaks on showing up each day to be more than a title, more than a label and on helping others pursue a life that fulfills their purpose. You will soon find that Brittany's energy is contagious, and her ability to help people live in to their why is unparalleled.
David Bayer
About David Bayer: David Bayer is an author, speaker, entrepreneur and CEO of David Bayer Transformational Programs, a global coaching and training company focused on helping entrepreneurs, organizations and individuals harness the maximum power of human performance, intelligence and potential. David has been recognized as a leading expert on mindset and business and his event The Powerful Living Experience was named by Inc. as ‘a Top 3 must attend personal development event for entrepreneurs.’
David’s book Mind Hack has had over 100,000 downloads and is a philosophical and scientific exploration of the power of thought, and provides a practical step-by-step framework for evolving into the next level of human potential and what David calls “Becoming a Phenomenon.” David’s mindset and business coaching programs are delivered by his international team of certified coaches and trainers, helping entrepreneurs and individuals achieve the highest levels of personal and professional performance. You may download a free copy of David’s book Mind Hack and find more information about David at www.DavidBayer.com
About John Ruhlin: John Ruhlin is the world’s leading authority in maximizing customer loyalty through radical generosity. He is the founder and author of Giftology and has been featured in Fox News, Forbes, Fast Company, Inc and New York Times. While becoming the #1 performer out of 1.5 million sales reps for one of the world’s most recognizable brands, John developed a system of using generosity to gain access to elite clients and generate thousands of referrals. He and his firm now help automate this process for individuals and organizations like UBS, Raymond James, DR Horton, Keller Williams, the Chicago Cubs, and Caesar’s Palace. John and the Giftology team can help any individual turn their clients into their own personal sales force to drive exponential growth.
About Colleen Bowler: A Certified Financial Planner, Colleen spent over 25 years building and growing her firm, Strategic Wealth Partners, into a premier Texas financial planning firm with hundreds of individuals and families “under our care.” Along the way, she received many industry awards and was featured in the book, Women at the Top by Arthea Reed and Diane Dixon. In addition, Colleen has served as a coach with the Strategic Coach Program since 2003, all while raising a son as a single mom, co-authoring a book, Generous Kids, and making time for her blended and extended family, friends, and a variety of non-profits.
In 2020, Colleen founded C&J Innovations with Jeanne Hurlbert, PhD, who brings expertise in assessments and surveys. Colleen and Jeanne combined their unique expertise to create a female-led company that gives financial professionals tools to bring increased value for prospects, clients, and advisors by expanding client and prospect conversations.
About Ross Bernstein: The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who's keynoted conferences for Fortune 500 companies on all seven continents and has been featured on CNN, ESPN, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today.
David Partain, SVP, Global CMO
Exchange Traded Funds Group
Northern Trust Asset Management
About David Partain: David is Global CMO for FlexShares — the Northern Trust Exchanged Traded Funds Group, with responsibility for leading a global team that develops marketing strategies and campaigns while acting as the chief brand ambassador.
David has over 30 years of industry experience. Prior to joining the Exchange Traded Funds Group in February 2015, he served as the Investment Marketing Manager for Northern Trust’s Wealth Management division. Prior to Northern Trust, he held numerous marketing positions including at Van Kampen Funds and First Trust Portfolios. He is a three time entrepreneur and has worked in a sales or marketing leadership role in a diverse set of industries including TV, consulting and oil & gas. David started in the industry as a fixed income portfolio trader.
David was recognized with the Twenty Rising Stars in Financial Marketing award by the Gramercy Institute for outstanding achievement within the industry.
David is a graduate of Wheaton College (B.A. in Communications & Public Relations), the University of Pennsylvania’s Warton School, Securities Industry Institute Program, and Liberty University (M.A. in Leadership & Management). He has also held a FINRA Series 7, 63 & 66 Licenses.
David is a monthly contributor to entrepreneur.com and Fast Company. He is the co-host of The Flexible Advisor podcast that covers a wide-ranging line up of trends that are impacting financial advisors while providing actionable steps that they can implement to better grow their businesses and deepen client
relationships.
About Matt Bartlett: Matt joined VanEck in 2013 as the Head of NFT Community & Web3. Matt leads a highly engaged, NFT community that fosters education and collaboration across professionals from both traditional finance and more crypto-native settings.
Additionally, Matt is dedicated to advancing VanEck’s vision to becoming a leader in web3 through platform development and content creation.
Prior to his current role, he served as the Head of Internal Sales overseeing both of VanEck’s U.S. offices in Tampa and New York City. Before joining VanEck, Matt worked as the Outbound Manager of the Northeast Division at Franklin Templeton as well as held various other sales positions over the course of eight years at Franklin Templeton.
Matt received his Bachelors of Science in Technology Management from Saint Petersburg College. He also holds the CAIA designation and Blockchain and NFT expert certifications from Blockchain Council.
About Merrie Zhang: Merrie is a senior client portfolio manager for the Quantitative Equity Solutions group. The team builds personal portfolios and designs equity investment solutions tailored to individual objectives, including tax management and values-alignment. Merrie focuses on client engagement, content development, and business strategy.
Prior to her current role, Merrie was a Senior Vice President at Citi’s Private Bank focused on business strategy for Citi Investment Management. Prior to that, she was a Vice President and Multi-Asset Quantitative Analyst at
T. Rowe Price, where she researched strategic asset allocation topics.
Merrie received an MSE and a BS in Biomedical Engineering from Johns Hopkins University. She is a CFA charterholder.
About Robert Milliman: Robert has more than 25 years of experience in the Financial Services Industry. He joined First Eagle 7 years ago and is the National Sales Manager, IBD Channel and Head of Pracice Management. For the last 16 years, Robert has been delivering Value Add presentations to Financial Advisors throughout the country. Various topics include: Retirement Income, Behavioral Finance, Medicare, and Taking Your Team to New Heights: How to Build and Manage an Elite Team.
About T. Ted Motheral: Ted is a partner and Chair of Walter | Haverfield’s Business Services Group, which includes more than two dozen business and transactional attorneys. He focuses his practice on mergers and acquisitions, as well as private debt and equity financing. Ted has substantial experience in leading transactions for multi-million-dollar acquisitions and has represented borrowers and lenders in multi-million dollar debt offerings. He is also experienced in advising clients on general corporate matters, entity formation and governance, joint ventures, divestments, and reporting requirements and regulations. Additionally, Ted is knowledgeable in forming loan documentation programs for public entities in the State of Ohio. Prior to joining Walter| Haverfield in 2016, Ted practiced law at Benesch Friedlander Coplan & Aranoff. He is a former financial consultant for PricewaterhouseCoopers (PwC) in New York City and also worked in the general counsel office of KLA-Tencor Corporation in Silicon Valley, California.
Scott Jarred
About Scott Jarred: Scott Jarred is the CEO of Invst, specializing in comprehensive wealth management solutions for business owners and high-growth individuals. After leaving a successful corporate career, Scott set forth on a mission for Invst to help 1,000,000 households become free from financial worry. Using Invst’s proprietary Invst4Life process to help clients maximize their cash flow and reach their full financial potential.
Scott currently lives just outside of Indianapolis in the suburb of Carmel, with his wife, Laura, and their three children, Sydney, Chase and Allie. In his spare time, Scott is an avid CrossFit enthusiast, loves to vacation with his family, and coaches youth sports.
About Catherine A. Saunders: Ms. Saunders is Head of Corporate Sustainability and Public Policy and reports directly to Putnam President and CEO Robert L. Reynolds. In this role, Ms. Saunders advocates for Putnam stakeholders and drives innovation around environmental, social, and governance issues and public policy impacting Putnam's mission. She leads Putnam's Corporate Sustainability Committee and is a member of the
Diversity Advisory Council, Putnam Pride Alliance, and Women of Putnam. Ms. Saunders has been in the
investment industry since she joined Putnam in 1987.
Ms. Saunders leverages an extensive background in retail and institutional business. Previously, she led
Putnam's internal consulting team, served as Head of Registered Investment Advisory Business/Private
Bank and Trust, led the firm's North American institutional business, and was a Regional Director for the
retail business.
Ms. Saunders speaks frequently on leadership, women and wealth, diversity and inclusion, and client
experience. She received the Top Women in Asset Management Award from Money Management
Executive in 2017. Ms. Saunders is a member of the YMCA of Greater Boston General Board of Directors
and a board member of Invest in Others, a charitable foundation that recognizes philanthropic
contributions made by financial professionals and firms. Ms. Saunders holds her Series 6, 7, 24, 26, 63,
and 65 licenses with FINRA.
About Andrew Altfest: As President of Altfest Personal Wealth Management, a NYC RIA established in 1983 now managing over $1.6b AUM, Andrew Altfest advises clients on their personal finances and drives financial planning strategies across the firm. Andrew received his BA with honors in English from Cornell University and his MBA from Columbia University’s Graduate School of Business. He also is a CFP® licensee. Andrew has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared regularly in the press, including The Wall Street Journal, Bloomberg News and Dow Jones Newswires.
Andrew is also the founder and CEO of FP Alpha, the first AI-driven comprehensive wealth management solution to cover more than 15 areas of financial planning. The software enables financial advisors to save time in the planning process, showcase their value beyond investments, and deliver the personalized, comprehensive experience that clients require. FP Alpha was first developed in 2018 to address a major gap within current tech offerings for financial advisors, and was made available to the public in February 2020.
Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020 and 2021 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019; InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry; and Financial Advisor’s Due Diligence/Research Manager All-Star Team in 2012 and 2013. Andrew is a member of the National Association of Personal Financial Advisors (NAPFA) and is chairman of the NYC chapter.
About Jason Barsema: Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing Structured Notes, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.
About Michael DiJoseph: Michael A. DiJoseph, CFA, is a senior strategist in Vanguard Investment Advisory Research Center, the group responsible for creating, articulating, and implementing world-class investment, wealth management, behavioral coaching, and practice management thought leadership.
Prior to re-joining Vanguard in 2022, he was a vice president and thought-leadership director at T. Rowe Price where he was responsible for advice methodology, retirement income, and portfolio construction, and helped launch the firm’s first full-service retail advisory offer.
Previously, he was a senior advice strategist in Vanguard Financial Advisor Services™ where he was responsible for bringing thought leadership and methodology to life through technology, service offers, and innovative content. He was also an investment strategist in Vanguard Investment Strategy Group, where he published more than 25 research papers and articles, primarily focusing on Vanguard Advisor’s Alpha®, retirement income, investor behavior, and portfolio strategy. Mr. DiJoseph spent his first few years at Vanguard in a variety of fixed income roles.
Before joining Vanguard, he worked in the advice industry as an investment advisor. Mr. DiJoseph earned a B.S.B.A. in finance from Villanova University and is a CFA® charterholder.
About Jim Callan: Jim was the founder and CEO of Eontec, who built the world’s first Java multichannel banking solution which was acquired by Siebel Systems. With the Econiq team, Jim has now built the Conversation Hub, the world’s first virtual meeting experience platform for financial advisors.
About Kevin Hansen: Kevin is a Certified Financial Planner (CFP®), responsible for developing and delivering
educational content on a broad range of financial planning topics. He conducts seminars for investor groups and provides education to financial professionals throughout the United States. He serves as a subject matter expert on topics including Social Security, Medicare, education planning/529’s, and advanced tax and distribution concepts.
Kevin has 33 years of experience in the financial services industry, joining Principal in 2004. Kevin previously held positions with Wells Fargo Investments, Brenton Investments (an Iowa-based bank broker/dealer), and American Express Financial Advisors. He earned his B.B.A. in Finance from Iowa State University. He holds FINRA Series 7, 9, 10, 24, 53, 63, and 66 securities licenses. He has obtained the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations from the College for Financial Planning.
About Ryan Hodapp: Ryan Hodapp serves as a vice president in the Sales division of Resolute Investment Managers, the parent company of American Beacon Advisors. His product specialist role entails coordinating and supporting the national sales efforts for all products and strategies that Resolute markets on behalf of ARK Investment Management, including ETFs, separate account strategies and a mutual fund.Prior to joining Resolute in 2021, Mr. Hodapp worked for Waddell & Reed, where he helped financial advisors with complex portfolio construction cases. With more than 20 years of experience in the industry, Mr. Hodapp began his career at A.G. Edwards & Sons in 1998. Over the years, he has held the positions of manager research analyst at A.G. Edwards and Bank of America, and senior client portfolio manager at Columbia Threadneedle. He has also worked in an analyst relations capacity at Wells Fargo Asset Management and USAA Investments. Mr. Hodapp earned an M.S. in Banking & Financial Services Management from Boston University. He received a B.S. in Finance from St. Louis University. He is a CFA® and CAIA® charterholder. He holds FINRA Series 7, 24 and 63 licenses.
About Chuck Boyce: Chuck Boyce is a serial entrepreneur and best-selling author. Having recently sold his business United Agent Services to LegalZoom.com, he is the co-founder and CEO of Aggregate. He is focused on developing tools and data resources to assist companies gain a better understanding of their customer and prospects.
So many businesses go looking for the newest, shiniest software, marketing campaign or technology to boost the value of their business. They neglect the diamonds beneath their feet that is found in the data they have flowing in, out and through their business. Data is the new currency, Chuck and the Datamoo team are posed to help more business maximize the value of their data.
Chuck currently resides in Windermere, FL with his daughter Ally who is a student at Full Sail University.
Contact us at ewasymposium@gmail.com or call (800) 658-2507
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