The MarketCounsel Summit affords a conference experience like none other. That’s because it’s created by those who question everything about the value of the traditional conference. A great conference is host to important conversations, a forum for debate and dialogue among the best and brightest in the industry, all with an objective to advance the industry in a thoughtful and purposeful manner. The Summit will assess the diverse and expanding array of options within the scope of independence in the securities industry, all through the lens of an entrepreneur navigating through a highly-charged regulatory environment.

With riveting general sessions that tell a story and time in between to challenge and elaborate, attendees always leave armed with an array of knowledge, from big picture strategy to actionable tactical advice they can take back to the office. At the MarketCounsel Summit, the magic starts on stage but quickly flows to relationships that are developed outside of the educational curriculum. Evenings are filled with opportunities to network and continue the conversation.



Just like a mountain climb, The MarketCounsel Summit continues to reach higher. The event returns in 2014 with an unbelievable lineup of headline speakers and conference faculty to challenge, enlighten and inspire the industry’s top entrepreneurs. Headliners include renowned entrepreneur and self-made billionaire, Mark Cuban, past head of Merrill Lynch and Smith Barney, Sallie Krawcheck, two of the four former SEC Chairmen, Christopher Cox and Harvey Pitt, former New York State Attorney General and Governor Eliot Spitzer, and the original “Anchorman”, Ron Insana. Any of these leaders would be enough to headline an event. But, in the MarketCounsel Summit tradition, their participation ensures an unmatched experience for attendees.

Press Release: Headliner Announcement (June 12, 2014)

Press Release: Faculty Announcement (July 9, 2014)

Tuesday Dec 9

It Was a Very Good Year – Time TBD

Editors from prominent financial industry press outlets will experience a reversal of the norm as they find themselves the being interviewed and having to look back on what contributed to the popularity and importance of the industry’s biggest news stories of 2014.

Jim Pavia, Senior Editor at Large | CNBC
Kevin Noblet, Chief Editor | Wall Street Journal
Rachel Elson, Editor in Chief | Financial Planning
Fred Gabriel, Editor | InvestmentNews

Jason Lahita, Founding Partner | FiComm Partners

More panels to be announced. Check back often for agenda updates!

Wednesday Dec 10

Taking Custody – Time TBD

Heads of all three of the largest US custodians will be together on the stage to have a candid conversation about the opportunities and threats that lie ahead for independent RIAs. They will debate their roles and value proposition in supporting independent advisors, including where they are committing resources.

Bernie Clark, Executive Vice President | Schwab Advisor Services
Michael Durbin, President | Fidelity Institutional Wealth Services
Mark Tibergien, Chief Executive Officer and Managing Director | Pershing Advisor Solutions

Shirl Penney, Partner, President and CEO | Dynasty Financial Partners

Lessons Learned – Time TBD

A panel of perennial Barron’s-ranked top independent advisors will offer a peek into lessons learned in their rise to the top, along with how they’re evolving for the future.

Steve Lockshin, Chairman | Convergent Wealth Advisors
Grant Rawdin, Founder and CEO | Wescott Financial Advisory Group
Brent Brodeski, Chief Executive Officer | Savant Capital Management

Sterling Shea, Managing Director | Barron’s

More panels to be announced. Check back often for agenda updates!


Mark Cuban

Sallie Krawcheck

Eliot Spitzer

Christopher Cox

Harvey Pitt

Ron Insana

Brian Hamburger






















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