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:

Daniel Bernstein
Director, Research and Development
MarketCounsel
Scott Brown
Director, Securities and Regulatory Compliance
MarketCounsel
Bill Crager
President
Envestnet
Gary Davis Jr.
VP, Practice Management
MarketCounsel
Joe Duran
CEO
United Capital Financial Partners
Ron Ferguson
CEO
National Advisor Trust Company
Andrew Fotopulos
Senior Vice President
Starkweather & Shepley Insurance Brokerage
John Furey
Principal & Founder
Advisor Growth Strategies
Charles Goldman
Founder
Advizent
Brian Hamburger
Founder and Managing Director
MarketCounsel
Neesha Hathi
VP, Technology Solutions
Schwab Advisor Services
Laura Kogen
VP, Practice Management
Fidelity Investments
Corey Kupfer
Director, Business and Commercial
MarketCounsel
Elia Lata
Operations Manager
Zappos Insights
Philip Palaveev
President
Fusion Advisor Network
Fred Reish
Partner
Drinker Biddle & Reath
Spenser Segal
CEO
ActiFi
David Selig
CEO & Founder
Advice Dynamics Partners
Dan Skiles
Executive Vice President
Shareholders Service Group
David Tittsworth
Executive Director
Investment Adviser Association