Barron’s Independent Summit 2022 | Barron's | 21 March 2022 | Omni Louisville Hotel, 400 S 2nd St, Louisville, KY 40202, USA

This 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:
Barron’s Independent Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.

• 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

2022 Speakers

Matt Hougan
CIO, Bitwise

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Randy Goldberg
Co-Founder and Chief Brand Officer, Bombas

Joe Piombino
Senior Manager, Barron's

David Canter
Executive VP & Head of RIA Segment, Fidelity Investments

Ben Harrison
Managing Director, BNY Mellon | Pershing

David Schassler
Portfolio Manager and Head of Quantitative Investment Solutions, VanEck

Omar Qureshi
Hightower Wealth Advisors

Matthew Somberg
Gottfried & Somberg Wealth Management, LLC

Kelly Straub
Founder and Managing Partner, Merit Financial

Jeff Brown
President, BWM Financial

Rajini Kodialam
Co-Founder, Board Member and Chief Operating Officer, Focus Financial Partners

Dodd Kittsley
National Director/Director of ETF Strategy, Davis Advisors

Casey Galligan
Co-Head, Ares Wealth Management Solutions

Penni Roll
CFO, Ares Credit Group, CFO, Ares Capital Corporation

Bryce Skaff
Co-Head and VP of Global Client Group, Dimensional Fund Advisors

Thomas Haught
Sequoia Financial Group

Kevin Myeroff
NCA Financial Planners

David Lau
Founder & CEO, DPL Financial Partners

Nic Millikan
CFA, CAIA, Head of Investment Strategy, CAIS

Andrew Park
Alternative Credit, First Eagle

Spuds Powell
Managing Director, Kayne Anderson Rudnick Wealth Advisors

Valerie Newell
Mariner Wealth Advisors

Barry Ritholtz
Ritholtz Wealth Management

Russ Norwood
Venturi Private Wealth

Ray Sclafani
ClientWise

Suzette LaBonne
Regional Banking Director, Goldman Sachs Private Bank Select

Whit Magruder
Managing Director, Head of, Goldman Sachs Private Bank Select

Ali Flynn Phillips
Obermeyer Wood Investment Counsel, LLLP

Dryden Pence
Pence Wealth Management

Marty Bicknell
Mariner Wealth Advisors

Shannon Eusey
Beacon Pointe Advisors, LLC

Michael Nathanson
The Colony Group, LLC

Brett VanBortel
Senior Director of Consulting Development & Delivery, Invesco

Paul Cahill
Managing Director, Virtus Investments

Beth Sanner
​​Presidential Intelligence Briefer and 35-Year National Security Leader

MODERATORS:

Jack Otter
Global Head, Barron's Group

Michael Chasnoff
Founder and CEO, Truepoint Wealth Counsel

David Kudla
CEO, Mainstay Capital Management, LLC

Jim Dickson
CEO & Founder, Sanctuary Wealth

John Furey
Managing Partner, Advisor Growth Strategies, LLC

Kara Grehan
Vice President, Goldman Sachs Private Bank Select

Kate Healy
Financial Services Leader, NextGen & DEI Advocate

2022 Partners

WEALTH MANAGEMENT PARTNERS:
• Ameriprise Financial
• Captrust
• Carson
• Charles Schwab
• Hightower
• Interactive Brokers
• Raymond James
• Wells Fargo Advisors

ASSET MANAGEMENT PARTNERS:
• Ares
• Bitwise
• CAIS
• Davis Advisors
• Dimensional
• DPL Financial Partners
• Eaglebrook Advisors
• First Eagle Investments
• Goldman Sachs
• Invesco QQQ
• Monroe Capital
• Orion
• State Street SPDR
• USCF
• VanEck
• Virtus

BARRON'S PARTNERS:
• Barron's in Education
• Client Wise