ELITE PROFESSIONAL ADVISOR CONFERENCE
2025 EVENT SPEAKERS
Joe Polish
About Joe Polish: Joe Polish is the Founder of Genius Network®, one of the highest level groups in the world for Entrepreneurs. He also curates the Annual Genius Network Event and the 100k Group ($100,000). Genius Network and 100K is home to some of the most successful Entrepreneurs alive.
Joe has also helped build thousands of businesses and generated hundreds of millions of dollars for his clients. He has been featured in INC, Fortune, Forbes, Success, U.S News & World Report, among
others, and has spoken at Stanford University. Joe also hosts three of the top ranked marketing and business podcasts, including iLoveMarketing.com, 10xTalk.com and GeniusNetwork.com.
Recent projects include: Cleator, a 40-acre ghost town he purchased with partners (www.WhatsYourCleator.com).
His documentary “CONNECTED: The Joe Polish Story,” premiered at the historic TCL Chinese Theater (formerly Mann’s Chinese Theater), and his documentary “Black Star” won the Audience Choice Award at the Sedona Film Festival.
Joe’s mission with Entrepreneurs and Genius Network® is “to build a better Entrepreneur,” and his mission with Genius Recovery is “to change the global conversation of how people view and treat addicts with compassion, instead of judgment and to find the best forms of treatment that has efficacy and share those with the world.
Read “Life Gives To The Giver” at www.JoesFreeBook.com. His book, What’s In It For Them, published by Hay House, released Nov 1, 2022.
Randi Brill
Dr. Brian J. Grasso
About Dr. Brian J. Grasso: An 18 year veteran of the sports training industry, Brian worked as a High-Performance Coach and Consultant for National Team, Professional and Olympic athletes worldwide.
He founded the largest youth development educational organization in the industry, serving as its CEO for nearly 8 years and co-created one of the fastest growing sport and fitness franchises in the United States along with it.
Brian has guest lectured and keynoted at governmental and private associations around the world, including Australia, New Zealand, Ireland, Italy, Sweden, the Czech Republic and throughout North America. His most common lecturing topics include leadership, peak performance, decreasing stress and threat, as well as optimized productivity.
Brian authored “The Audacity of Success”, both wrote and co-produced the landmark short film
“Life by Numbers” and has written for magazines around the globe, including Men’s Fitness, Inked and Bulace.
His most recent book is called “Mindset Matters Most” and was listed #1 on the “Personal Development” section at Amazon for a period of 7 weeks after its release.
Together with his wife, Carrie Campbell, Brian co-hosted the award-winning livestream, “Brian &
Carrie - In the Morning” as well as “Eliminate Your Limits - with Brian & Carrie” which airs in syndication on SiriusXM.
He formerly served as the Chief Culture Officer for Metaplexus, as well as the Faculty Director for its subsidiary, Virtu Academy.
Brian holds a religiously accredited PhD in Pastoral Counseling and currently works as a High High Performance Consultant for several well-known brands in the health, wealth and tech spaces, working directly with C-Suite Executives.
On a personal level, Brian is a competitive powerlifter and holds 2 Arizona State Records in both Squat and Bench Press. For a span of 12-years, he worked as a bodyguard for several A-List celebrities.
Jeremiah Desmarais
About Jeremiah Desmarais: Jeremiah D. Desmarais is one of the world’s leading voices on marketing strategy in the financial and insurance industries. A 23X time award-winning entrepreneur, consultant and philanthropist, he’s empowered over 100,000 financial professionals in 51 countries grow their businesses. A TED speaker, he's an international keynote with a unique ability to combine humor, stories and real world case studies that capture audiences “while delivering real world steps you can use NOW.” Jeremiah has shared the stage with luminaries like Tony Robbins, Robert Kiosaki and is the author of the #1 Best Seller SHIFT and host of the Advisorist Podcast ranked in top #50 business podcasts on iTunes. An avid philanthropist, he’s travelled the world giving back to indeginous communities. Invite Jeremiah D. Desmarais to your next event and your audience will be motivated, uplifted and have a notebook full of ideas to use TODAY!
Ryan Stramrood
About Ryan Stramrood: Ryan Stramrood is a three times Guinness World Record holder and one of the world’s top Ultra-Extreme Adventure and Ice water swimmers. His trademarked PushPastImpossible™ mantra forms the base of his incredible session and is guaranteed to profoundly impact all who get to hear him speak.
Ryan has become a globally renowned Inspirational Speaker, has undertaken some of the world’s toughest and most deadly swimming challenges, pioneered others and is a master of mindset, setting the bar of human endurance a notch higher often in the most hostile environments.
Ryan’s keynote will take the shape of breath-taking, fascinating stories which evoke unadulterated inspiration and emotion. As a brilliant story teller, his session will deliver unique insight into the power of our minds, our behaviours, our reactions and our abilities in the most difficult of environments (of all natures). He's a true master of drawing perfect parallels between the extreme wild and the corporate/business space.
Brian D. Gallary
About Brian Gallary: Brian is a Senior Vice President and Head of Strategy and Consulting. Brian and his team are responsible for consulting with financial professionals on all aspects of business development, with a special focus on working with accountants and attorneys.
Prior to joining First Trust, Brian was a principal and head of financial professional sales for Vanguard’s Financial Advisor Services business. He was responsible for national sales of ETFs and mutual funds across all channels—including broker-dealers, registered investment financial professionals and banks. Prior to Vanguard, Brian was a senior managing director for AllianceBernstein in New York. During his 12 years with the firm, he was responsible for building institutional business in Australia, New Zealand and Southeast Asia. He also started and ran the firm’s private client offices in Minneapolis and Philadelphia, and was a managing director for the firm’s private client practice in New York. Brian was also head of national sales for both the retail and subadvisory sales groups for the firm. Before AllianceBernstein, Brian was an officer with Putnam Investments for four years and was with The Boston Company (Funds Distributor) for three years.
Brian earned a BS in Finance from Bentley College in 1992.
Peter Campagna
About Peter Campagna: Peter Campagna is the Managing Partner at Wise Rhino Group. His career in financial services and M&A spans over 30 years. He has held a variety of senior roles in both the retirement consulting and wealth advisory industries. He was Director of Institutional Accounts at BlackRock before joining Wise Rhino and has also worked with Putnam Investments and Eaton Vance. He is a graduate of Cornell University and lives in the Lake Tahoe area.
Scott Erskine
About Scott Erskine: Scott is a partner at Wise Rhino Group. He started his career in financial consulting before transitioning to Mergers and Acquisitions in the insurance brokerage industry. With hands-on experience in over 350 acquisitions, Scott has gained a deep understanding of the process from the buyer's perspective, offering invaluable insights to clients. His true passion lies in fostering strong relationships with entrepreneurs, guiding them through the intricate journey of selling and scaling their businesses.
Scott currently lives in Orlando, FL with his wife Kristal and two young daughters. In addition to providing valuable M&A insights and guidance, Scott also offers free Disney vacation consulting at no additional cost.
Andrew Murdoch
About Andrew Murdoch: Andrew founded YT Era, a full-service YouTube marketing solution for businesses and entrepreneurs, after reaching a low point in 2018 and discovering the transformative power of YouTube content. At rock bottom, he turned to YouTube videos for self-improvement and found success in boosting his mindset, finances and health.
Today, YT Era amplifies the world’s biggest solutions by changing the way businesses and entrepreneurs do marketing. Andrew helps entrepreneurs successfully clone themselves to explode their awareness, credibility, authority, reach, influence and sales by ALWAYS putting their Viewer first!
Regan Archibald, Lac, FMP
T. Ted Motheral
About T. Ted Motheral: T. Ted Motheral is a Partner in Potomac Law Group's Corporate and Transactional practice where he focuses 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.
Ted has significant national experience in the financial advisory services/wealth management industry. He represents over 100 financial advisory services firms in all 50 states, advising them on all corporate and legal matters, including buy and sell side mergers and acquisitions, corporate restructuring, strategic and growth initiatives, and regulatory, securities, and compliance matters. He represents firms ranging from $100 million to $60billion in assets under management in this industry.
Outside of the financial advisory services industry, Ted has extensive experience in representing private and family-owned businesses across the country. Although he is an expert in financial advisory services, he has experience in almost every other industry in the United States and has vast experience in handling cross-border acquisitions as well, in industries such as insurance, heavy manufacturing, healthcare, plastics/polymers, coatings, real estate development, assisted living, engineering, law firms, and accounting firms.
Earlier in his career, Mr. Motheral worked in the general counsel office of KLA-Tencor Corporation in Silicon Valley, California and, before becoming an attorney, worked as a financial consultant for PricewaterhouseCoopers in the New York City office.
Mr. Motheral received his education at the University of Pittsburgh School of Law, J.D., the University of Pittsburgh, M.B.A, Dean's List and Villanova University, B.S. Business Administration, Dean's List.
For complete details on Ted's experience and professional accomplishments, click HERE.
Barry Garapedian
About Barry Garapedian. Barry Garapedian is the President and CEO of MAG7 Consulting, a boutique firm specializing in family governance, wealth education, and next-generation development. With decades of experience in wealth management and family advisory services, Barry has shaped MAG7 into a premier consultancy that helps families preserve their legacies, align their values with their wealth, and prepare future generations for success.
At the heart of MAG7's approach is Barry's passion for mentoring and empowering others. The firm's services encompass a wide range of family-focused solutions, including family constitution development, wealth biographies, and innovative programs for young family members. Barry's unique ability to connect with clients across generations has been instrumental in MAG7's evolution into a comprehensive family governance practice.
Barry spent 39 years as a Financial Advisor with Morgan Stanley, where he was Managing Director, a team founder, and the recipient of national recognition from The Financial Times and Barron’s. Throughout his career on Wall Street, Barry worked closely with clients and their children. He looked to foster value that extended beyond a family’s balance sheet, helping families create positive dynamics through strategic advice, practical guidance, and a forthright perspective.
As a family governance professional, Barry helps families navigate the complex intersections of wealth, values, and legacy. His work includes facilitating family meetings, guiding succession planning, and implementing governance structures that ensure the longevity of family wealth and unity. Barry's innovative "Dash Dinner" concept has become a cornerstone of MAG7's approach to deepening client relationships and uncovering family dynamics.
Barry's commitment to education and mentorship remains unwavering. For over 15 years, he has volunteered as a Career Coach at Pepperdine University, mentoring close to 1,000 students. He is a sought-after speaker at Business Fraternities, Student Professional Clubs, and the Pepperdine Ambassadors Council. Many of Barry's mentees maintain long-term connections, seeking his advice and guidance throughout their careers.
A native Southern Californian, he graduated from the University of Southern California with a B.A. in Public Policy. While studying at USC, he worked as a private tennis instructor and also worked as a performing magician at the iconic Magic Castle in Los Angeles. Barry remains an avid tennis player and still enjoys doing magic as a hobby.
Barry and his wife Sharon have two adult children, Missy Lou and Scotland, who are professionals in Southern California. In his free time, Barry stays very active. His hobbies include mountain-bike riding, yoga, weightlifting, tennis, swimming—including open-water endurance swims, Ironman® triathlons, and heli-skiing. A black belt in martial arts, he is committed to fitness and nutrition, mindful of the profound mind-body connection. He approaches his intellectual life with the same vigor and is an avid reader, maintaining, “life is about the books you read and the people you meet.” A loyal Dodger fan and season-ticketholder, he loves to go to games with family and friends.
Barry believes strongly in the value of giving back to others—through financial support, but also through active participation as a volunteer, demonstrating his interest in others’ lives. He has served on many Boards, including the Olive View UCLA Medical Center and the Armenian Film Foundation. Barry is especially honored to be named “Father of the Year” by the American Diabetes Association and the National Father’s Day Council in June of 2009. He is currently serving on the Board of the Cancer Support Community VVSB, the Crest Board at Pepperdine University and the Pomegranate Foundation.
Kyle Connor
About Kyle Connor. Kyle Connor is a Private Markets Specialist at Invesco. Kyle’s primary responsibilities are to assist financial advisors and help their clients navigate the nuanced process of exchanging investment real estate into Invesco’s private market offerings. He serves as a subject matter
expert on 1031/721 exchanges for Invesco Distribution within the wealth management intermediary channel, which includes Wires, RIAs, and Independent BDs. Kyle is also responsible for Invesco’s private markets tax deferral business strategy, including engaging with platforms, developing stronger industry partnerships, strengthening Invesco’s alternative investment brand and collaborating with product development on future DST offerings.
Kyle began his investment career in 2017 and joined Invesco in 2020, subsequently moving to Invesco Real Estate in 2023. Prior to joining Invesco, Kyle was a Senior Analyst at Q4 Inc. where he was responsible for building partnerships with C-suite executives, providing research to help navigate equity market conditions and offering consultative services to generate solutions for shareholder targeting, activism defense and corporate governance. Prior to that, he was an Analyst at Okapi Partners.
Kyle earned his Bachelor of Science in Business Administration with a concentration in Finance from the University of California, Riverside. Kyle holds the Series 7 and 63 licenses.
David Perkins
About David Perkins. David is the Founder and Chief Executive Officer of Gondola Partners, LLC. As CEO at Gondola, he sets the overall strategy and culture of the Firm. As the founder of Gondola, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status-quo by unlocking unique alternative investments for a select group of Advisors.
David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $1 Trillion Assets Under Advisement currently (as of July 2024). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST.
David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.
Aaron Hasler
Brittany Anderson
Dmitriy Kozlov
About Dmitriy Kozlov. Dmitriy (Dima) Kozlov is the Chief Expression Officer at Influex.com, a premier design agency for industry icons, leading law firms, and elite wealth advisors. With over a decade of experience, he has crafted over 200+ personal brand and company websites for marketing moguls like Joe Polish, Lewis Howes, Ryan Deiss, along with dozens of elite wealth advisors like INVST.com, Scott Danner, Jayson Lowe, Elisabeth Dawson, and many others. Dmitriy’s client list spans from organizations like Virgin Unite to entrepreneurial icons like Richard Thalheimer and legacy-building billionaires.
Influex, a blend of Influence and Expression, reflects Dmitriy’s belief that your greatest influence, income, and impact comes through your fullest expression. His team of 20+ global creatives thrives in a unique virtual culture, delivering exceptional results.
Before launching Influex, Dmitriy's career included ventures like Vision Tech Team (the tech team for visionaries), Maverick NEXT (an accelerator for young entrepreneurs), and Evolved Enterprise (business education for impact). Under the stage name ForWord, he also captivates audiences as a spoken word artist, poetically narrating the entrepreneurial journey.
Carla Samson
About Carla Samson. Carla is a dynamic brand director and strategist with a rich background in the Branding industry. Currently serving as the Brand Director at Influex, a world-class brand and website design agency, Carla was certified in Brand Management at Cornell University and brings her unique blend of visionary creativity and strategic insight to the brands of industry icons. Known for her keen eye for style and love for empowered embodiment, Carla created her brand called Avatara- an academy educating and empowering female leaders to embody the fullest expression of their personal brands.
Media Partners:
Idea Decanter
About Sharon Gottula: Sharon Gottula is passionate about helping you shine on camera. After spending 20 years working as a commercial photographer in Los Angeles, she found her way to the beautiful Pacific Northwest. Now, with Idea Decanter, she coaches Financial Advisors how to push past their fears and be themselves in front of the lens. With those skills, you'll have the confidence to embrace the power of video marketing.
About Laura Garfield: Laura Garfield started her career in broadcast journalism learning how to ask the right questions to get to the heart of the story. Her experience, from small-market TV in Hastings, NE, all the way up through positions at CBS News in New York and then CNN in Atlanta, gives her a unique perspective on digital storytelling. In 2014, she co-founded Idea Decanter to help growth-minded financial service professionals leverage digital content to take control of their own brand.
The Conference of a Lifetime for Elite Professionals
The decision is NOW.
Hosted by Top Producer International, LLC
Fairmont, MN 56031 United States
Contact us at ewasymposium@gmail.com or call (800) 658-2507