Speakers
We are actively updating and confirming our lineup of the very best industry professionals to present at this year’s Member Summit. Our current list of speakers include:
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Daniel Bernstein Director, Research and Development MarketCounsel |
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Scott Brown Director, Securities and Regulatory Compliance MarketCounsel |
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Bill Crager President Envestnet |
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Gary Davis Jr. VP, Practice Management MarketCounsel |
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Joe Duran CEO United Capital Financial Partners |
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Ron Ferguson CEO National Advisor Trust Company |
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Andrew Fotopulos Senior Vice President Starkweather & Shepley Insurance Brokerage |
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John Furey Principal & Founder Advisor Growth Strategies |
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Charles Goldman Founder Advizent |
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Brian Hamburger Founder and Managing Director MarketCounsel |
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Neesha Hathi VP, Technology Solutions Schwab Advisor Services |
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Laura Kogen VP, Practice Management Fidelity Investments |
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Corey Kupfer Director, Business and Commercial MarketCounsel |
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Elia Lata Operations Manager Zappos Insights |
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Philip Palaveev President Fusion Advisor Network |
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Fred Reish Partner Drinker Biddle & Reath |
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Spenser Segal CEO ActiFi |
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David Selig CEO & Founder Advice Dynamics Partners |
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Dan Skiles Executive Vice President Shareholders Service Group |
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David Tittsworth Executive Director Investment Adviser Association |

























