Speakers

We are actively updating and confirming our lineup of the very best industry professionals to present at this year’s Member Summit. Check back soon for more information.

	Daniel A. Bernstein Director, Professional Services MarketCounsel
	Ed Butowsky Managing Partner Chapwood Capital Investment Management
	Bob Clark Editor-at-Large Investment Advisor Magazine
	Bill Crager President Envestnet
	John Furey Principal and Founder Advisor Growth Strategies
	Andrew Klausner Founder and Principal Zenith Creative Group
	Paul Lally III President Gladstone
	Angela Nielsen Founder and Creative Director Zenith Creative Group
	Brooke Southall Founder and Writer RIABiz
	Scott Welch Co-Founder and Senior Managing Director Fortigent

	Scott M. Brown Associate Director, Professional Services MarketCounsel
	Jeffrey S. Cannizaro Senior Counsel, Risk & Compliance Verification MarketCounsel
	Eric Clarke President Orion Advisor Services
	David G. DeVoe Managing Director Charles Schwab Advisor Services
	Michael R. Durbin President Fidelity Institutional Wealth Services
	Brian S. Hamburger Founder and Managing Director MarketCounsel
	Corey S. Kupfer Chief Strategist MarketCounsel
	Marilyn Mohrman-Gillis Managing Director Certified Financial Planner Board of Standards, Inc.
	Robert K. Ross Senior Counsel, Regulatory MarketCounsel
	David G. Tittsworth Executive Director Investment Adviser Association