ELITE PROFESSIONAL ADVISOR CONFERENCE
2024 EVENT SPEAKERS
*More to come...keep checking back for updates to the line-up!
Michael Roizen M.D.
About Michael Roizen, M.D.: Dr. Roizen served as Cleveland Clinic’s first Chief Wellness Officer from 2007 to 2019 and founding Chair of its Wellness Institute. The Clinic’s Wellness Programs helped the clinic not spend over 1.250 billion dollars for its 101,000 employees and dependents over 11 years compared with national averages and help over 43.6% of participants achieve 6 normals+2 ® for health. This changed their Compared to national averages, they reduced their rate of aging and time of disability onset by the equivalent of 12.5 years over an 80 year lifespan, and was associated with over a 30% decrease in sick time.
Dr. Roizen is a recipient of an Emmy, an Elle, and the Paul Rogers best medical communicator award from the National Library of Medicine. He initiated and developed the RealAge concept to motivate behavior change. That started the concept that 60 could be the new 40. He now believes that soon 90 will be the new 40—how you can prepare for it is described in his upcoming book and app, The Great Age Reboot and LongevityPlaybook app. That app may also be useful to help employers motivate employees to sustainable health promoting behavior change.
Dr. Roizen wanted to run an ICU so became board certified in Internal Medicine (Harvard’s Beth Isreal Hospital was where he did his medicine residency) and Anesthesiology (UCSF). He is a Phi Beta Kappa graduate of Williams, AOA from UCSF School of Medicine. He now serves fifty percent time as Cleveland Clinic as Chief Wellness Officer Emeritus, and is a Professor, Learner College of Medicine of the Cleveland Clinic at Case Western Reserve University.
He has authored over 195 peer reviewed scientific publications (he really is a science nerd), four New York Times #1 best sellers, 9 overall bestsellers including his initial #1 Bestseller in 5 countries, “RealAge: Are You As Young As You Can Be?”, “AgeProof—Living Longer without breaking a hip or running out of money” and his latest books, “What To Eat When: A Strategic Plan To Improve Your Health and Life through Food”, and the What To Eat When Cookbook. & served 16 years on FDA advisory committees. His books have been translated into 44 languages and been number 1 in 5 countries in addition to the USA. He helped start 14 companies, co-invented a drug approved by the FDA, and has a weekly podcast now in its 1156+ week; he and Dr. Oz coauthored a daily column syndicated to over 100 newspapers that translates current scientific reports into actionable steps for lay audiences. Since Dr. Oz declared his candidacy for public office, Dr. Roizen has continued the column alone.
He is a recipient of The United Way of Cleveland Humanitarian of the Year Award. He has won over 75 trophies in class A squash competition. His wife is a developmental pediatrician also listed in the Best Doctors in America. The Roizens have two children: Jenny, a PhD organic chemist working for the US Energy Department, and Jeffrey, an MD/PhD faculty member in pediatric endocrinology at Children’s Hospital of Philadelphia. Dr. Roizen is devoted to helping people live younger. He consults with patients in Cleveland Clinic’s Executive Health and Wellness Programs. He teaches them the 80% likelihood that they can be 40 at calendar age 90, and how to prepare for that.
Dr. Jeff Spencer
About Dr. Jeff Spencer: Dr. Jeff Spencer has spent over 300,000 hours amassing his capacity to help established founders, visionaries and creatives in all disciplines perform at their full potential anytime,
anyplace, under any circumstance. His comprehensive understanding, pinpoint accuracy and
surreal outcomes come from his experience as an Olympic cyclist, author, hot glass artist,
sports scientist, doctor, husband and father to support some of the most accomplished
individuals, teams and organizations of our era. He has helped athletes win over forty gold
medals, executives gain iconic status and entertainers get to and stay at the top. His philosophy
to win big is simple… find missing pieces that plug the holes that lets your genius flow. Notable
clients include Tiger Woods, U2, Nike, Hitachi and Bulletproof. His proudest achievement is the
raising of his adopted daughter, Kin, with his wife Kristina.
Elle Petrillo
About Elle Petrillo: Elle Petrillo is a founding member and Director of Strategic Growth at the
trendsetting international personal branding firm, Brand Builders Group. She has been the woman behind the scenes of some of the most influential leaders today.
Her no BS approach is valued as she has spent the last decade partnering with CEO’s, Founders, Small Business Owners, Entrepreneurs, + Solopreneurs in their relentless pursuit for impact and legacy. Elle is known for cutting through the noise and challenging people to own who they are.
Over the last two decades, Elle has been instrumental in growing two start-ups to 7+ 8 figures and has been featured on Today in Nashville, Nashville Voyager, Thrive Chicago, Authority Magazine, Boss Babe,
and other national outlets.
Jackie Wilke
Dr. Gary Sanchez
About Dr. Gary Sanchez: Dr. Gary Sanchez graduated from USC Dental School in 1988. He was a 20 year practicing dentist at the highest degree before a life-threatening experience inspired him to completely pivot from dentistry and follow a path of greater impact: helping people discover their WHY.
Dr. Sanchez spent countless hours trying to discover his WHY and once he did, he realized how powerful it was! He was able to completely change the messaging of his dental practice and he quickly saw his new patient requests jump from 4-6 to 35-40! Dr. Sanchez developed the world’s first and only WHY Discovery tool and has helped hundreds of thousands of individuals discover their WHY and 1000’s of companies change their messaging in a way that can help get the abundant results of his dental practice.
Jerome Myers
Steve Gordon
About Steve Gordon: Steve Gordon is a 2-time entrepreneur, and best-selling author of 5 books, including Unstoppable Referrals, and his latest book The Million Dollar Book. He’s interviewed over 200 world-class entrepreneurs on The Authority Builder Podcast. Steve and his team help entrepreneurs AND professionals who aspire to get to and stay in the Top 1% of their industry write, publish, and promote a bestselling book in just 90 days.
Randy Carver
About Randy Carver: Randy Carver, CRPC®, CDFA®, is the President and founder of Carver Financial Services, Inc. Established in 1990, Carver Financial Services, Inc. manages $2.3 billion in assets for clients worldwide. Randy is a registered principal with Raymond James Financial Services, Inc. Since 2014, he has been the No. 1 producer at RJFS.
A Vision for a Better Future
Randy Carver's vision was to establish a firm that would revolutionize the financial planning and wealth management landscape. The primary goal was to improve people's lives, benefit the community, and ensure the success of all team members. Randy aimed to simplify lives and enhance lifestyles through wealth management and planning.
Randy holds several licenses, including the General Securities Principal (Series 24), Municipal Securities Principal (Series 53), Series 7, Series 63, and a series 31 futures license. Furthermore, he is licensed in life, health, and annuity insurance. Randy's commitment to professional development is evident in his attainment of the Chartered Retirement Planning Counselors CRPC® designation from the College for Financial Planning and the Certified Divorce Financial Analyst® (CDFA®) designation from the Institute for Divorce Financial Analysts.
Randy's expertise extends beyond his role at Carver Financial Services. Since 1989, he has been teaching accountancy board-approved continuing education courses for Certified Public Accountants and accredited Continuing Legal Education for attorneys. Randy's influence in the industry has earned him appearances as a commentator on esteemed news platforms such as FOX Business, CNN, Yahoo Finance, Bankrate, Cheddar TV, Newsmax, and Fox News. His insights have also been featured in prominent publications like The New York Times, Barron's, Forbes, Financial Times, and Crain's Cleveland Business.
Recognized as one of the country's top advisors by Barron's and Forbes, Randy Carver's expertise is widely acknowledged. His dedication to the financial well-being of his clients is matched only by his love for his family. Randy resides in Kirtland Hills, Ohio, with his wife Christine, and their four dogs: Hercules, Mongo, Brutus, and Apollo. His daughter, Cidney, resides in Israel, while his stepson, Ryan, calls Mentor, Ohio, home. When he's not shaping the financial landscape, Randy enjoys gourmet cooking, reading, and indulging his passion for flying, a hobby he has pursued since 1986.
T. Ted Motheral
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.
Sharon Gottula & Laura Garfield
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.
Bruce Turkel
About Bruce Turkel: Bruce has helped create some of the world’s most compelling brands, including Hasbro, Nike, American Express, Charles Schwab, Citicorp, Discovery Networks, Bacardi, Sol Melia Hotels, Partnership for a Drug-Free America, HBO Latin America, Canyon Ranch, Miami, and many more. He is a keynote speaker, author, musician, artist, and runner who tours extensively.
Perhaps you’ve seen Bruce on TV. He is a frequent guest expert on the national news and appears regularly on CNN, CBS, MSNBC, CCTV (Chinese Television) and NPR.
Perhaps you’ve read about Bruce. He has been featured in The New York Times, Fast Company, Communication Arts, AdWeek, and Speaker magazines.
Perhaps you’ve heard Bruce speak. He has spoken at MIT, Harvard, TEDx, and hundreds of corporate and industry conferences around the world. In 2017 the National Speakers Association inducted Bruce into their Speaker Hall of Fame.
Perhaps you’ve read one of Bruce’s six books. His latest Is That All There Is? was just released. And his last book, All About Them, was chosen as one of Forbes Magazine’s best business books of the year.
Perhaps you’ve heard Bruce playing his harmonica. Bruce fronts the popular Miami R&B band Blackstar.
Perhaps you’ve seen Bruce’s artwork. Bruce is an incessant doodler and is famous for his caricatures of the local and national business leaders he’s worked with.
Perhaps you passed Bruce in your last marathon. He is a dedicated — but slow — runner.
Ross Bernstein
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.
In an engaging, provocative, and visually entertaining style, Ross will use inspirational stories and poignant life lessons from the world of sports to show his audience how to:
• Create a “culture of excellence” by giving extraordinary customer service...
• Generate momentum by utilizing the "currency of karma"...
• Follow their moral compasses to win "the right way," with respect, ethics, and integrity...
• Be better leaders and create more "buy-in" by embracing change and failure...
• Evolve from "order takers" to "trusted partners" by enhancing the quality of their relationships...
Sam Richter
About Sam Richter: Considered a leading authority on sales intelligence and digital reputation management, bestselling author, and Hall of Fame speaker Sam Richter, CSP, CPAE delivers his top-rated, incredibly dynamic, highly entertaining, and extremely high-content keynote presentations and workshop sessions to audiences worldwide, including many of the leading financial services associations and companies. He is also the creator of the Intel Engine and SearchLink.ai family of AI-powered SaaS prospecting and relevance resources, including SearchLink.ai for Financial Advisors which all attendees will receive. Sam was named one of the World’s Top 50 Sales Keynote Speakers, one of the Top 15 Virtual Presenters, and one of the Top 25 Most Influential Sales Leaders. He has been featured in thousands of articles, and he has won numerous awards including a Gold Award at the International Film Festival and a Codie-Award, the ‘Oscars’ of the software industry. Sam serves on the Board of Directors for numerous technology companies, and he is a past finalist for Inc. Magazine’s Entrepreneur of the Year. Learn more at www.samrichter.com
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