​Barron’s Top Independent Summit 2019 | Barron's Group | 20 March 2019 | Grand Ballroom Foyer, 2978 State St, South Salt Lake, UT 84115, USA

The Barron’s Independent Summit provides highly-detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices. Much of the content is delivered by elite and ranked advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.

2019 Speakers

General Stan McChrystal
Former Commander, Best-Selling Author. Co-Founder of the McChrystal Group

Dr Michael Piwowar
Former Acting Chairman and Commisioner, US Securities and Exchange Commission

David Canter
Head of the RIA Segment, Fidelity Clearing & Custody Solutions

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

Tom Nally
President, TD Ameritrade Institutional

Mark Tibergien
Chief Executive Officer and Managing Director of Advisor Solutions, BNY Mellon|Pershing

Sterling Shea
Global Head of Wealth & Asset Management, Dow Jones

Brent Brodeski
Savant Capital Management

John Burns
Exencial Wealth Advisors

Ron Carson
Carson Wealth Management Group

Jeff Concepcion
Stratos Wealth Partners

Matt Cooper
Beacon Pointe Wealth Advisors

Jack Petersen
Summit Trail Advisors

John Furey
Founder, Advisor Growth Strategies, LLC

Scott Hanson
Hanson McClain Advisors

Brandon Kawal
Principal, Advisor Growth, LLC

Liz Nesvold
Founder and Managing Partner, Silver Lane Advisors

Matt Brinker
Head of Acquisitions, United Capital

Michael Kitces
Partner and Director of Wealth Management, Pinnacle Advisory Group

Stephen Blumenthal
Chairman & CIO, CMG Capital Management Group

Ed Lopez
Head of ETF Product, VanEck

Joe Duran
United Capital

Joseph Michelli
Speaker and Author, “The Zappos Experience”

Arthur Rubenfield
Previous President of Global Development, Starbucks

Sterling Shea
Global Head, Dow Jones Wealth & Asset Management

Darrell Spence
U.S. Economist, Capital Group

Larry Miles
AdvicePeriod

Dryden Pence
LPL Financial

George Tamer
Managing Director of Strategic Relationships, TD Ameritrade

Tim Wilkison
Vice President, OppenheimerFunds

Michael Arone
Managing Director and Chief Investment Strategist, State Street Global Advisors

Kevin Baum
Chief Investment Officer, USCF

David Bianco
Chief Investment Strategist for the Americas, Head of U.S. Active Equity Management, DWS

Burt White
Chief Investment Officer, LPL Financial

Mike Lombardi
Former NFL General Manager and Director of Player Personnel (sponsored by Virtus)

Ken Schapiro
Condor Capital Management

Richard Joyner
Tolleson Private Wealth Management

Jack Petersen
Summit Trail Advisors

Joseph Polakoff
Keebeck Wealth Management

Sean Keenan
Director of Business Development, Advisor Solutions, BNY Mellon|Pershing

Matt Jennings
CEO, Kingdom Trust

David Kudla
Mainstay Capital Management

Robert Balentine
Balentine

John Hyland
Private Advisor Group

Jana Shoulders
Mariner Wealth Advisors

Brad Losson
VP & National Managing Director, Relationship Management, Charles Schwab Advisor Services

Ron Carson
Carson Wealth Management Group

Robert Milliman
West Divisional Manager, First Eagle Investment Management

Mark Carlson
Senior Investment Strategist, FlexShares

Marty Bicknell
Mariner Wealth Advisors

Richard Burridge
Founding Partner, Chief Executive Officer & Co-Chief Investment Officer, RMB Capital Management

John Eadie
Covenant Investment Advisors

Shannon Eusey
Beacon Pointe Advisors

Michael Nathanson
The Colony Group

David Canter
Head of the RIA Segment, Fidelity Clearing & Custody Solutions

Megan Fielding
Senior Director, Responsible Investment, Nuveen

Jodi Perry
President of Independent Contractors Division, Raymond James

Jennifer Ellison
BOS Invest

Brian Wesbury
Chief Economist, First Trust Advisors L.P.

hael Piwowar
Former SEC Commissioner

David Armstrong
Monument Wealth Management

2019 Sponsors and Partners

GOLD LEVEL:
• charles SCHWAB
• Fidelity INVESTMENTS
• Pershing Advisor Solutions
• TD Ameritrade Institutional

SILVER LEVEL:
• Ameriprise Financial
• LPL Financial
• RAYMOND JAMES
• UNITED CAPITAL

SPONSORS:
• CAPITAL GROUP
• DWS
• FIRST EAGLE INVESTMENT MANAGEMENT
• First Investors Funds
• Flex Shares
• KINGDOM TRUST
• nuveen
• Oppenheimer Funds
• ORION
• STATE STREET GLOBAL ADVISORS SPDR
• USCF
• VanEck
• VIRTUS INVESTMENT PARTNERS

TECHNOLOGY SPONSORS:
• APEX
• CAIS
• DASAULT FALCON JET
• eMoney
• ENVESTMENT Tamarac
• INVESTMENT & WEALTH INSTITUTE
• oak street funding
• TradePMR