- Alera Group, Chief Growth Officer
- Carson Group, SVP, M&A
- Dimensional Fund Advisors, Regional Director, Family Office
- First Clearing, National Director
- Hightower Advisors, Head of M&A
- IEQ Capital, Senior Director
- Independent Advisor Alliance, Chief Growth Officer
- Integrated Financial Group, CEO
- Integrated Partners, President
- Mariner, Managing Director
- Mercer Advisors, VP, Partner Development
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- Merit Financial Advisors, Vice President, Strategic Partnerships
- Perigon Wealth Management, President, Corporate Development
- Private Wealth Asset Management, CEO
- RBC Clearing & Custody, Chief Technology Officer
- Rothschild Wealth Partners, Chief Growth Officer
- Synergy Wealth Alliance, CEO
- United Advisor Group, Director
- Wealth Enhancement, Director of Advisory Services
- Wealthspire, CEO
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