ELITE PROFESSIONAL ADVISOR CONFERENCE
2024 EVENT SPEAKERS 
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:  I believe that winning BIG isn’t an accident. It’s the deliberate outcome of purposeful actions consistently applied.
 
My working backstage with Bono at a world tour concert, spending time with Sir Richard Branson on his private island, and talking privately with Tiger Woods weren’t accidents. They’re my normal.

My entire life has been spent in the champion’s space cracking the code on what limits and maximizes human potential. I didn’t choose it; it chose me. It’s all I know, what I’m hardwired to do, and what my life is dedicated to.

To date, I have more than 400,000 hours crafting that expertise, which has helped athletes win over 40 gold medals, entertainers win prestigious awards, and entrepreneurs reach iconic status. I’ve seen it all at the highest level of performance.

How’d I get here?

At seven years old, I wanted to become an Olympian; at 21, I competed in the 1972 Munich Olympic Games as a sprint cyclist. My journey to the Olympics taught me the learned skill of how to win BIG consistently, predictably, and repeatedly.

I earned my master’s degree in Sports Science from USC, enabling me to craft the physical capacity to create maximum success over a full lifetime.

I’ve shown my art glass sculpture in the world’s finest galleries, reflecting my creativity and ingenuity to make the impossible possible.

As a recipient of the International Sports Chiropractor of the Year award, I can craft the energy, resilience, and longevity to live a vital, purposeful, and passionate life of achievement.

Each year I coach a small number of one-to-one, hand-chosen clients, conduct intimate small group retreats and present to groups, teams and organization on how to get to the top and stay there faster without blowing up.

My greatest gift was adopting my Columbian daughter at ten years old alongside my wife, teaching me persistence, temperance, forgiveness, love, and faith to persevere against all odds to raise her as she deserved to be raised, to manifest her full potential.
Garrett Gunderson

About Garrett Gunderson: Garrett Gunderson is the author of nine books, including multiple Wall Street Journal best-sellers, with Killing Sacred Cows hitting number 1 and making the New York Times Best Sellers list. His book, What Would the Rockefellers Do? Has been consistently among the top 5 titles in Amazon’s Wealth Management category since its publication.
 
Garrett is a speaker who uses entertainment to educate, and his theatrical keynote illustrates the principles in his most recent book Money Unmasked using humor, storytelling, and music. 
Garrett’s comedy special, The American Ream, produced by Emmy-winner Marty Callner, breaks down all the myths about money through an original stand-up show he performs for corporate events.

Garrett enjoys time at his cabin, especially one-on-one immersions with clients where he teaches them how to create their richest life.  

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

About Jackie Wilke:  Jackie Wilke is an Advisor Consultant at First Trust Portfolios L.P.  She works with select financial professionals, teams, RIAs and enterprises across the U.S., Canada and Mexico via presentations, one-on-one coaching, webinars and program development. From understanding the evolving preferences of investors, designing the client experience and implementing processes for sustainable growth, Jackie helps integrate proven processes and strategies.  Jackie’s areas of expertise are advising financial professionals in attracting and retaining:

• Women investors (including women in transition)
• The next generation of high net worth individuals
• Clients’ children and grandchildren and holistic family wealth management

Jackie has been focused on these at risk, high-value markets since 2016 and is responsible for content strategy, development and distribution. Jackie is the author of Insights & Innovations, a business development blog for financial professionals focused on women, next gen and family wealth.

A graduate of Butler University with a BA in Spanish and Business, Jackie joined the First Trust inside sales team in 2011. She was responsible for distribution and product expertise of UITs and ETFs. Her passion for helping financial professionals with business development made for a natural fit when she was recruited to the Advisor Consulting Group in 2015 where she initially consulted and coached financial professionals on LinkedIn and Social Media.
Dr. Gary Sanchez

About Dr. Gary Sanchez:  Dr. Gary Sanchez is an International speaker, author, dentist, and inventor. He is best known as “Dr. WHY” for discovering the 9 WHYs, developing the WHY Discovery Tool, the WHY.os Discovery (WHY Operating System), as the Founder and CEO of the WHY Institute. Many people talk about the power of knowing your WHY, but Dr. Sanchez took it from concept to reality to activation when he created the world’s first WHY Discovery tool to help people accurately and quickly discover their WHY in under 5 minutes. In 2021, WHY Institute launched the WHY.os Discovery which discovers your WHY, HOW, and WHAT and creates your personal brand message for you in under 10 minutes.

From a successful dentist to now helping hundreds of thousands discover their WHY.os, Dr. Sanchez’s journey shows the impact of understanding and living your WHY.os. He is now on a mission to help 1 Billion people unleash their true self by discovering their WHY.os.

Dr. Sanchez is the author of the book, The Power of the 9 WHYs: How People and Teams Get Clear, Stand Out and Play Bigger, which helps readers deep dive into understanding who they are, strip away their mask to see their real gifts and then equip them to be themselves by living their WHY.os.

Dr. Sanchez believes that success happens when we find a better way and share it. HOW he does that is by making things clear and understandable. Ultimately WHAT he brings are simple solutions to help others move forward. He did this for 32 years as a Cosmetic and Sedation Dentist and currently as the CEO of WHY Institute.

He earned his degree in biology from the University of Colorado in Boulder and his D.D.S. from the University of Southern California. Dr. Sanchez’s favorite saying is “There’s always a better way!”



Jerome Myers

About Jerome Myers:  Jerome Myers is an award-winning engineer, investor, mentor, and business strategist who helps founders navigate their Exit Paradox through his masterminds and coaching programs.

Prior to leaving his corporate leadership position, Jerome built a $20 million, 175-person division of a Fortune 550 company from scratch. He now uses his project management, engineering and business expertise to advise business leaders on key areas such as: leadership strategy, process improvement, sales and data analytics in real estate, financial services and professional services to help his clients double their revenue, time off and charitable giving.

Jerome is also a general partner in a multifamily real estate portfolio and serves on the North Carolina Agricultural and Technical State University Entrepreneurship Advisory Board.

In 2022, Jerome won the prestigious alumni achievement award for the North Carolina A and T State University College of Engineering where a fully endowed scholarship has been created in his family’s name. A noted media expert, Jerome has been featured in Business Insider, Black Enterprise, Entrepreneur, Biznow, CBS, ABC and Fox.

Jerome has interviewed numerous newly exited operators (NEOs) on his top ranked Dreamcatchers podcast which provides inspiration, education and direction to his audience of founders who are building companies to sell after they exit the “Matrix”.

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.

Wealth Longevity International

Wealth Longevity International is a collaborative partnership formed by Bryan Sweet, Brittany Anderson, Mike Koenigs, Regan Archibald, Cade Archibald and Steve Mahler.  They've created a movement to transform your healthspan, lifespan, wealth & performance at any age.   If your health is compromised, so is your business.  WLI offers unique, immersive experiences that include full health diagnostics, medical threat detection, revolutionary age reversal and future-focused business systems to extend your lifespan and healthspan, and increase and protect your wealth.

About Mike Koenigs:  Peter Diamandis calls Mike Koenigs “An Arsonist of The Mind.“ Tony Robbins says: "Mike is an extraordinary man. He’s brought me insights on how to reach people on the Internet that are so valuable. This is a man you should deal with. Take advantage of what he has to offer."

Serial entrepreneur with five successful exits, a 17x bestselling author, and speaker. He's the secret weapon of founders looking to create and launch a new business after an exit, and build a magnetic personal brand that multiplies the value of everything they do.

He helps entrepreneurs create their “Next Act”, high net, low overhead, high impact, lifestyle-compatible and simple businesses they love.

His expertise and success have led him to work with major brands and high-profile clients, including Sony, BMW, 20th Century Fox, Best Buy and 3M.

As a pioneer in teaching Generative AI for Executives, Mike has taken the stage at prestigious events such as Tony Robbins' gatherings and Peter Diamandis' Abundance 360 conferences, MIT, EO, YPO, TLC, Strategic Coach, Genius Network and Dave Asprey’s Biohacking events, inspiring and educating audiences with his innovative Ai insights and systems.

About Regan Archibald:  Regan Archibald, Lac, FMP, is one of the leading Peptide Specialists in the nation and serves as a Regenerative Therapy and Peptide Consultant at the award-winning clinic he founded in 2004, EastWest Health. Regan is the founder of Go Wellness and is the creator of the Peptide Mastery Course. He is a member of the International Peptide Society. He is the author of 8 books including, Never Stop Healing and Your Health Transformation. If not teaching, writing, or working with patients in-office or virtually, you will find Regan in the Wasatch mountains with his wife Jessica and 3 kids.

About Steve Marler:  Steve Marler is the founder of Advanced Longevity and a pioneer in body scan technology, a revolutionary health approach designed to detect issues before they become life-threatening. Having scanned over 150,000 people and saved countless lives he continues to be passionate about helping others stay ahead of deadly diseases and aging itself. He has been in the medical field for over 15 years and has held various positions such as Director of Operations and Administrator for the Accident Care and Treatment Center, Inc. From these experiences he was convinced there was more he could do.

Marler launched Advanced Longevity to help heal our broken healthcare system. He wanted to empower people to take control of their own health. No longer would illness just happen to you. Combining all the latest innovations in longevity sciences into a comprehensive program seemed like the obvious next step. His 30-30-30 philosophy addresses threat detection, health transformation, and escape velocity to improve healthspan and extend lifespan for all. He has been featured on a variety of media outlets such as KFOR-TV, YouTube, and KHOU as well as Great Day Houston, Houston Today, Good Morning Texas, Today in OK, Texas Today, and Living Oklahoma.


Joel Bruckenstein

About Joel Bruckenstein:  Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub.

As the driving force behind the esteemed T3 Advisor Conference, Bruckenstein has established it as the preeminent technology event for independent financial advisors executives from independent broker/dealers and executives from large registered investment advisory firms. The conference also welcomes fintech journalists, private equity firms, and asset managers that support the wealthtech ecosystem. Celebrating its 20th year in 2024, the conference has consistently delivered unparalleled value to its attendees.

For over two decades, Bruckenstein has been advising financial service firms of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.
Bruckenstein's contributions extend beyond consultancy. He has co-authored three notable books: "Virtual Office Tools for a High Margin Practice," "Tools and Techniques of Practice Management," and "Technology Tools for Today's High Margin Practice." Furthermore, he has served as a monthly technology columnist for esteemed publications such as Financial Advisor magazine and Financial Planning magazine.

In collaboration with industry luminary Bob Veres, the publisher of Inside Information, Bruckenstein spearheads an annual technology survey exclusively tailored for the financial planning community.
Recognizing Bruckenstein's immense impact and leadership, he was honored with the fifth annual Leadership Award at Bob Veres' Insider's Forum. This prestigious conference unites the most influential figures in the financial planning profession, and Bruckenstein received the award during a prominent main stage presentation at the Insider's Forum held on September 6-8, 2017, in Nashville, TN.

Learn more about the conferences at www.T3Conferences.com.
Sign up for the T3 Newsletter at www.T3TechnologyHub.com.
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 
Scott Donnell

About Scott Donnell:  Scott Donnell is the Best Selling Author of Value Creation Kid, The Healthy Struggles Your Children Need to Succeed.  With over 6 million families served, Scott is the leading voice in helping parents teach their kids good money skills.  He is also the host of Smart Money Parenting, a worldwide top podcast for families.  And now he is launching the worlds first bank account for kids & teens that plays like a game called GravyStack.

Scott's highlights:
*Founder of 4 companies with over 6 million customers served 
*Multiple company exits ranging from a few million dollars to well into eight figures
*Recipient of Entrepreneur Franchise 500 Award
*Franchisee Satisfaction Award
*Recipient of the Most Fundable Company Award out of 4,000 businesses

Burt White

About Burt White:  A prominent voice and advocate for the independent advisor, Burt White is Managing Partner and Chief Strategy Officer at Carson Group. He helps steer the company’s strategic focus as a member of Carson’s executive board.

Drawing on decades of industry experience, Burt augments and elevates the firm’s opportunities for growth across corporate and investment strategies. He works with Carson’s investment team to build and deliver an investment ecosystem that drives growth for the firm’s 140+ partners, who collectively manage $30 billion in assets.

Burt’s excitement to redefine how our industry talks about wealth shines through in his work. He believes adaptability is a superpower and is highly motivated to innovate, pioneer and deliver forward-thinking industry thought-leadership. Burt is passionate about making a meaningful impact in the lives of clients and advisors. Given that passion and his unique talent for client storytelling, he is well equipped to help our advisors best serve clients and generate new business.

Carson Group Founder and CEO Ron Carson calls Burt a visionary in the industry who understands where the profession is and where it needs to go.

Before joining the Carson team, Burt served for 14 years as Managing Director and Chief Investment Officer at LPL Financial. There, he fostered the development and evolution of LPL’s capabilities to effectively support advisor efficiency and growth. Burt also worked for a decade at Wachovia Securities and spent time as an investment analyst at Mercer Investment Consulting.

Burt received a Bachelor of Business Administration degree from the College of William & Mary, and holds the FINRA Series 7, 24, 63, 65, and 87.

He lives in the Charlotte, North Carolina, area with his family.
Jason Brown






Bob Barton
About Jason Brown.  Jason Brown is a serial entrepreneur and CEO with four decades of results-driven leadership. Jason has transformed multiple startups into multimillion-dollar companies that conduct business globally.

From e-commerce to brick and mortar, he pioneered omnichannel and direct-to-consumer strategies for some of the world’s leading brands, including Columbia Sportswear, Custom Nutrition Services, Organic To Go, and Persona, a personalized vitamin company that he sold to Nestlé Health Science three years post-launch.

Over the course of his 40-year career, he has founded 10 companies. He is an avid investor and has personally raised more than $200 million in public and private capital for the companies he created and scaled. His experience span apparel, health and wellness, fast-casual dining, SaaS and more.

As a dedicated husband and father, Jason co-founded Family Central to prepare his family for life’s inevitable emergencies after experiencing the added pain of not being prepared for life’s worst moments. Together with his co-founders, he created a safe haven for families to securely store their most valuable information today and for generations to come. With Family Central, you can help loved ones through times of change, protect your family legacy, and work with trusted professional advisers to store your important information securely.

In addition to building teams of good people to build great companies, his most rewarding accomplishment from his success has been to support 1 million at-risk children through Persona’s charitable partner, Vitamin Angels, earning the company the title of “Most Responsible Company” by Spy.com.

About Bob Barton.  Bob has served as a CEO, CFO, President and other C-suite leadership roles throughout his career, strategically growing companies across the health, fitness, retail and fast-casual categories.

Bob Barton was the 13th employee at drugstore.com, where he served for nine years in various executive roles, including interim CEO, VP of Pharmacy, and 6 years as CFO. During that time period, he helped grow the publicly traded business to over $400M in sales.

Following drugstore.com, Bob joined Cranium, where he drove, negotiated, and executed the sale of the company to Hasbro. During the transaction process, Bob helped the company improve operational and bottom line performance by an order of magnitude.

Bob was the President of OnlineShoes.com, where he helped drive significant top-line growth of the middle market ecommerce company while expanding profitability and cash flow, and, in July 2014, drove and executed the sale of the company.

Bob also served as the CFO of MOD Pizza, where he led the finance and technology teams of the fastest-growing restaurant chain in the U.S. During his tenure, MOD opened 360 new stores, grew annual system-wide sales by $400 million, created over 8,000 new jobs, and raised over $280 million in capital.

Most recently, Bob was the President & CFO of the Bouldering Project, leading the operations and finance activities of large-scale climbing, fitness, and yoga gyms located in Washington, Utah, Texas, Minnesota, New York, Massachusetts, and Washington, D.C.

Barry Garapedian
About Barry Garapedian.  Barry Garapedian is the President and CEO of MAG7 Consulting, a boutique coaching, mentoring, and advisory firm that caters to high-school and college-aged students. The MAG7 program has distilled and codified key principles of achievement and paths to success which propel young people to meet their highest potentials in all aspects of life. 

Speak with Barry for a few minutes and you will likely find his energy, positivity, and zest for life contagious. Not surprisingly, the MAG7 program is as equally dynamic. Key elements teach the next generation how to develop and maintain key lifehack habits, have a positive mindset consistently, and create structure and discipline in life. Performance models and methods are robust and all-encompassing. Barry’s passion for mentoring and teaching has been a constant theme in his life. For over 15 years he has volunteered as a Career Coach at Pepperdine University. Having mentored close to 1,000 students over the years, Barry is a sought-after speaker at Business Fraternities, Student Professional Clubs and the Pepperdine Ambassadors Council. Many of Barry’s students keep in touch with him for advice and guidance for years on end.

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.

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 blackbelt 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-ticket holder, 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.
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