Ascent 2021 | Orion Advisor Tech | 30 August 2021 | Fairmont Scottsdale Princess/Virtual, 7575 E Princess Dr, Scottsdale, AZ 85255, United States

About Ascent
Orion’s premier user event of the year, #OrionAscent, brings together a world-class roster of industry giants—from top financial advisors to provocative thought leaders to innovative tech experts—for three days of transformation insights, cutting-edge tech training, and powerful networking opportunities.

Why Attend an Orion Event?
• Build
Transforming your firm’s vision from a dream to an actionable goal requires leveraging all the tools at your disposal — including technology. Orion’s Subject Matter Experts, our industry-leading tech partners, and provocative keynote speakers are here to help you do that.
• Connect
Technology is important, but to reach your goals, you need people, too. So we’re bringing over 1200 of the world’s best advisors, innovators, and integration experts together in person and virtually to give you the chance to network, train, learn, and teach.
• Play
What’s work without recess? From U2 concerts to mountain climbing, speed boating to Coolio and the Sugar Hill Gang, Ascent’s entertainment is the stuff of legend. And in sunny, beautiful Scottsdale, the possibilities are endless. To find out what we’ll come up with next, you’ll have to join us.

What can i expect? Agenda at-a-glance
• Optional one-on-one consultations.
• Welcome reception and sponsored dine-around.
• Access to top executives and industry-leading experts during six main-stage sessions, over 40 breakout sessions, and one inspiring,
• Keynote speaker all to help you better position yourself for success.
• End each day with a cocktail hour, sponsored dinners, and our After Hours Networking Reception.
• September 1 ends with a bang during our Concert at Sunset Beach and fireworks show.

2021 Speakers

Patrick Vance
Wealth Management Consultant, Capital Group

José Andrés
Chef, Restauranteur, Humanitarian

Noreen D. Beaman
President, Orion Advisor Solutions

Eric Clarke
CEO, Orion Advisor Solutions

Jeff Haines
Head of Technology, Thrivent Advisor Network

Robert Sofia
CEO, Snappy Kraken

Adam Condrey
Platform Support Training Architect, Orion

George Svagera
VP, Business Development, Orion

Riley Lambert - Speakers
Sr. Product Manager, Investment Management, Orion

Michael Hunstad
Ph.D., Head of Quantitative Strategies, Northern Trust

Clark Jeffries
Business Development, Orion

Phil Colling - Speakers
AVP Business Development, Orion

Dr. Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions

Ryan Cohagan
Integration Training Architect, Orion

Brad Stanger
Director, BlackRock

Stephen Lee
Principal, Logan Capital

Kate Healy
Advocate, Board Chair, Generation Next

Brian Morgan
Product Director, Financial Planning, Orion

Dylan Mahler
Director of Product Design, Orion

Ric Edelman
Founder, DACFP (Digital Assets Council of Financial Professionals)

Adam Condrey
Platform Support Training Architect, Orion

Ben Samson
Training Architect, Orion

Robert Sheahan
Vice President Platform Strategy, BNY Mellon

Eddie Sempek
SVP, Strategic Relationships, Orion

Tim Holland
Chief Investment Officer, Orion

Chris Romano
Director, Product Management, Orion Advisor Technology

Frank Nickel
CFA, Head, Quantitative Strategies/Investment Risk, Orion Advisor Solutions

Andy Rosenberger
CFA, Head, Tax Managed Solutions, Orion Advisor Solutions

Ben Frantz
VP of Business Development, Orion

Brian Hamburger
Founder, President, CEO, MarketCounsel

Kylee Beach
General Counsel, Orion

Mike Forker
Chief Risk Officer, Orion

Phillip Voelker
Chief Investment Officer, AMMA

Robert Baker
President, Advanced Asset Management Advisors

Daniel Genter
President, CEO, Chief Investment Officer, RNC Genter

Adam Palmer
Product Management Director, Orion

Paul Wick
Vice President Regional Sales, Orion

Karin Kingkade
Product Manager, Portfolio Interactions, Orion

Thomas K.R. Wilson
SVP, Head, Wealth Advisory, Brinker Capital Investments

Taylor Pluss
CFP, CRPS, CDFA, Janus Henderson Investors

Kristin Gibson
Managing Director, Head, Intermediary Sales, Charles Schwab Investment Advisory, Inc.

Kristin Petrick
Chief Marketing Officer, Orion

Rob Kuharic
Director, Tax Managed Solutions, Russell Investments

Dr. Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions

Kate Healy
Advocate, Board Chair, Generation Next

Dr. Jeremy Siegel
WisdomTree

Makinzie Fox -
Billing Training Architect, Orion

Sean Hollingshead
VP, Managed Accounts, Orion

Brett Van Bortel
Invesco Global Consulting

Rick DeLisi
Lead Research Analyst, Glia

Thomas K.R. Wilson
SVP, Head, Wealth Advisory, Brinker Capital Investments

Bryan Gelster
AVP Business Development, Orion

Eddie Rollins
Head of National Accounts, Horizon Investments

Ben Rawlings
Performance Training Architect, Orion

Suzanne Daly
VP, Model Portfolio Business Development, Fidelity

Doug Loeffler
Executive Vice President, Investment Management, Ocean Park

Dr. Ken Sleepe
Managing Director, Ocean Park

David Marshall
CFA, CAIA, FRM, ETF Model Portfolio Strategist, State Street Global Advisors SPDR

Steve Lockshin
Founder, Vanilla

Jason Moore
Chief Solutions Officer, Orion

Matt Shaw
Head, Investment Product Management, Orion

Steven Canup
Managing Director, Focus Client Solutions

Phil Toews
CEO, Toews Asset Management

Robert Schlegel
VP, Divisional Sales Manager, Clark Capital

Stephanie Sager
Market*r Subject Matter Expert, Orion

Dan Barrio
Training Architect - Reporting, Orion Advisor Technology

PANELISTS:

Lara Coviello
VP, Senior Portfolio Manager, Brinker Capital Investments

Theresa Gusman
FSA, Chief Investment Officer, First Affirmative Financial Network, LLC

Andrew Snyder
CFA, Senior Vice President, Research & Product, CAIS

Mira Vasani
North America Lead, Alliances, Redistributors & Indexes (AR&I), Sustainalytics

Rusty Vanneman
CFA, CMT, Chief Investment Strategist, Orion Advisor Solutions

Amy Magnotta
Head, Discretionary Portfolios, Lead Portfolio Manager, Brinker Capital / Destinations Funds

Robert Baker
President, Advanced Asset Management Advisors

Eric Mueller
BlackRock

2021 Sponsors

ELITE SPONSOR:
• Blackrock

PLATINUM SPONSORS:
• AAMA
• Bortherb Trust Asset Management
• Thrivent Advisor Network

GOLD SPONSORS:
• Belle Haven Investments
• NBY Mellon Pershing
• Charles Schwab
• Clark Capital Management Group
• Glia
• Horizon Investment
• Invesco
• Logan Capital
• Market Counsel
• Ocean Park Asset Management
• RNC Genter Capital Management
• Russell Investments
• Snappy Kraken
• TOEWS

SILVER SPONSORS:
• Driehaus Capital Management
• Flyer
• Frontier Asset Management
• Nationwide
• Principal
• Schafer Cullen

BRONZE SPONSORS:
• AB
• Baron Capital
• Broadridge
• Docupace
• Federated Hermes
• Feex
• First State Trust Company
• Hilton Capital Management
• Howard Capital Management
• Litman Category
• LMCG Investments
• Meeder Investment Management
• MFS
• Mirador
• Morningstar
• Pacific Life Advisory
• PIA
• Redtail
• Symmetry
• VISE
• Wilshire
• YourShake.org
• Zacks Investment Management

ADDITIONAL SPONSORS:
• DoubleLine
• Main Management, LLC
• Wisdom Tree