Barron’s Independent Summit 2021 | Barron's | 22 March 2021 | Virtual

Barron’s Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with the peers who best understand their businesses. Offered by Barron’s Advisor since 2009, this curated experience has become the premier annual event for ranked independent advisors, with content designed to highlight the best practices and specific needs of independent advisors.

Reasons to Attend:

• Networking - Our by invitation only conferences convene elite tier practitioners
• Thought Leadership - We pride ourselves in presenting the most forward-looking content
• Practice Management - The industry’s most successful advisors share their secrets
• Continuing Education - Many of our sessions are eligible for CE credits

2021 Speakers

SPEAKERS:

Valerie Newell
Mariner Wealth Advisors

Kimberlee Orth
Ameriprise Financial

Danton Goei
Portfolio Manager, Davis Advisors

Jack Otter
Global Head, Wealth & Asset Management, Barron’s Group

Bill Crager
Co-Founder & CEO, Envestnet

Ed Swenson
COO, Dynasty Financial Partners

Jay Leno
Host of Jay Leno's Garage, Former Host of The Tonight Show with Jay Leno

Rob Mooney
Managing Partner & CEO, Snowden Lane

Michael Nathanson
Chair & CEO, The Colony Group

Dr. Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions

Ali Flynn Phillips
Obermeyer Wood Investment Counsel, LLLP

Kevin Myeroff
NCA Financial Planners

Martin Jarzebowski
CFA, Director of Responsible Investing, Federated Hermes

David Canter
Executive Vice President, Head of Registered Investment Advisor Segment, Fidelity Institutional

Bernie Clark
Executive Vice President and Head of Schwab Advisor Services, Schwab

Ben Harrison
Managing Director and Head of Advisor Solutions, BNY Mellon | Pershing

Kara Grehan
Vice President, Goldman Sachs Private Bank Select

Anthony Rochte
Managing Director, Head of Goldman Sachs Private Bank Select

Randy Carver
Raymond James

Spuds Powell
Kayne Anderson Rudnick

Sean Harris
President, SREIT

John McCarthy
CEO, SREIT

Marty Bicknell
CEO and President, Mariner Wealth Advisors

Shannon Eusey
CEO, Beacon Pointe Advisors

Robert Sofia
Founder, Chairman & CEO, Snappy Kraken

Andy Blocker
Head of US Government Affairs, Invesco

Stephanie Larosiliere
Head of Municipal Business Strategies and Development, Invesco

Lori Van Dusen
LVW Advisors

Scott Hanson
Allworth Financial

Kristen Johnson Brogan
Chef, International Keynote Speaker & The Chief Mindful Living Officer, On Target Living

Terri Trespicio
Writer, Branding Consultant, Co-Creator of Lights, Camera, Expert, Owner of Terri Trespicio, LLC

Mike Herzig
Senior Managing Director and Head of Business Development, First Eagle Alternative Credit

Anirudh Kirtane
Head of Applied Research, First Eagle Investment Management

Matthew Barthel
Executive Editor, Wealth & Asset Management, Barron's Group

MODERATORS:

Ray Sclafani
CEO, ClientWise

Christina Townsend
Managing Director and Head of Relationship Management, Consulting and Platform Strategy, BNY Mellon | Pershing

Cammie Doder
Chief Marketing Officer, Aspiriant

Kay Lynn Mayhue
President, Merit Financial Advisors

Mario Depasquale
Regional Lending Manager, Goldman Sachs Private Bank Select

Meghan McCartan
Managing Director, Head of Marketing, HighTower Advisors

Lisa Burns
Head of Platform Technology, Fidelity Investments

Brian Levitt
Global Market Strategist, Invesco

Brad Losson
VP & National Managing Director, Relationship Management, Schwab

2021 Sponsors

• CAIS
• Davis Advisor
• e Money
• Federated Hermes
• First Eagle Investment Management
• Goldman Sachs Private Bank Select
• Invesco QQQ
• Orion Advisor Solutions
• Starwood Estate Income Trust