Bob Veres’ Insider’s Forum 2018 | Bob Veres' Insider's Forum | 24 September 2018 | Hotel del Coronado, 1500 Orange Ave, Coronado, CA 92118, USA

Bob Veres' Insider's Forum conference is the real-world extension of Inside Information (www.bobveres.com), a master study group, provider of newsletters and articles as well as a general "curator" of information found throughout the financial advisory profession. Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.

2018 Speakers

Joel Bruckenstein
Writer, Speaker, Consultant & Conference Producer T3 Conferences and Technology Hub

Harold Evensky, CFP
Chairman, Evensky & Katz

Angie Herbers
Founder, FourPointe Consulting Partners

Deena Katz, CFP, LHD
Co-Chairman, Evensky & Katz / Foldes Financial, Professor, Texas Tech University, Author, Speaker & Writer

Vanessa Oligino
Director, Business Performance Solutions, TD Ameritrade Institutional

Ed Saxon
Academy Award Winning Producer

Skip Schweiss
President, TD Ameritrade Trust Company

Mark Tibergien
Chief Executive Officer, Pershing Advisor Solutions

Bob Veres
Editor/Publisher, Inside Information, Co-Producer, Insider’s Forum Conference

Roy Ballentine, CLU, ChFC, CFP
Executive Chairman & Founder, Ballentine Partners

Amanda Barrale
Director of Business Systems, Moneta Group

Stephanie Bogan
Founder, Educe, Inc.

Rich Cancro
Founder & CEO, AdvisorEngine

Lisa Crafford
Vice President, Pershing Advisor Solutions, a BNY Mellon company

Heather R. Fortner, MS, IACCP
Partner, CCO and COO, SignatureFD

Michael Goodman, CPA/PFS, CFP ®
President, Principal, Wealthstream Advisors, Inc.

Yonhee C. Gordon, CFP
Principal, COO, JMG Financial Group

Todd R. Engblom-Stryker, M.S., CFP®
CEO, First Pacific Financial

Carrie Hansen
EVP, Chief Operating Officer, President Mutual Funds, AssetMark, Inc.

Matthew Jackson, CFA
Simon-Kucher & Partners

Anders Jones
CEO, Facet Wealth

Kate Juelfs, SPHR
Director of Service, Foster Group

Vince Kailis
Chief Operations Officer, Key Financial, Inc.

Shaun Kapusinski, MBA, HCS
Managing Director, Operations, Sequoia Financial Group

Steven Kaye, CFP CLU, ChFC, RHU, CEBS, AAMS, CRC, AIF
CEO & Founder, AEPG Wealth Strategies

Troy Kelly
Director of Services, CyTech Services

Raef Lee
Managing Director and Head of New Services and Strategic Partnerships, SEI Advisor Network

Amy Flourry
Director of Operations, Rehmann Financial

Chad E. Hileman, CFA, CFP
Director of Investment Officer, Partner, Gibson Capital

Kristen Luke
Founder, Kaleido Creative Studio

Drew McMorrow, MBA, CFP
President & CEO, Ballentine Partners LLC

Matthew H. Meade
Shareholder, co-chair of Cybersecurity and Data Protection Group, Buchanan Ingersoll & Rooney PC

Diane J. Omdahl, RN, MS
Co-Founder, President, 65 Incorporated and i65

Xandra Pendergrass
Chief Operating Officer, Signature Family Wealth Advisors

Wade D. Pfau, Ph.D., CFA
Professor, Researcher & Consultant, The American College

John R. Salter, CFP ® , AIFA ® , PhD
Wealth Manager, Principal, Evensky & Katz/Foldes Financial Wealth Management

CEO
Blue Ocean Strategic Capital

Chris Schiffer, MBA, CPA, CFP, AIF
EVP, Chief Operating Officer, AEPG Wealth Strategies

Christopher J. Sidoni, CFA, CFP
Chief Investment Officer, Partner, Gibson Capital

Todd Stryker, M.S., CFP
President, Towneley Capital Management

2018 Sponsors

PARTNER:
• Ameritrade Institutional

PREMIER:
• SEI New ways New answer
• Lincoln Financial Group
• Advisor Engine

PRESIDING:
• Evermore Global Advisors
• BNY Mellon Pershing
• T.Rowe Price
• Everplans
• Tca
• Folio Institutional
• Fi Comm

SUSTAINING:
• True North Networks
• My529
• Ycharts
• Redtail
• Concenter Services
• Zeo Capital Advisors
• Circle Black
• i65
• Ryan Insurance
• Right Size Solutions
• Osterweis
• Max
• Markel
• Tweedy Browne
• T2 Capital Management
• Kaleido
• Orion
• Money Guide Pro
• College For Financial Planning
• Dpl Financial Partners
• SSG
• Advisors Website.com
• Covisum
• Oranj
• Complect
• Bok Financial
• eMoney
• Northern Capital