Omni Nashville Hotel
Omni Nashville Hotel, 250 5th Ave S, Nashville, TN 37203, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Oct 6 CDT - Fri Oct 8 CDT (11 days ago)
In your timezone (EDT): Wed Oct 6 9:30am - Fri Oct 8 1:15pm
Location Omni Nashville Hotel
250 5th Ave S, Nashville, TN 37203, USA
Region Americas

Bob Veres' Insider's Forum conference is the real-world extension of Inside Information, 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.

The conference programs consistently feature the highest caliber of established thought leaders in the profession, and we introduce trailblazing newcomers to conference attendees. Each year we offer three conference tracks that focus on the needs of the different functional areas of your organization: strategy leadership (CEOs, Presidents and firm owners), operations (COOs and other operations professionals), technical leadership (Chief Investment Officer and technical knowledge experts), as well as a track that will change each year to address the most current issues and themes that advisors are facing.

Our exhibit hall is by-invitation-only to help ensure that the fiduciary culture of our event is carried on throughout the entire conference venue.


2021 Speakers

Shaun Kapusinski
HIFON Founder

Chris Emert
CJE Tech Partners

Kara Armstrong
CapSouth Wealth Management

Shauna Mace
SEI, Inc.

Candice Carlton
FiComm Partners

Kate Holmes
Innovating Advice Video and Podcasting

David Grau, Jr.
Succession Resource Group

Brandon Buckingham
Prudential Individual Solutions

Adam Boyer
Northern Trust

Carolyn Armitage
Thrivent Advisor Network

Amber Williams
Lincoln Financial Group

Jeff Stanford
Lincoln Financial Group

Fran Skinner
AUM Partners

Tom Giachetti
Stark & Stark

Bob Veres
Inside Information

Jeff Sarti
Morton Capital

Stacey McKinnon
Morton Capital

Justin Castelli
RLS Wealth, Onramp Invest

Joel Bruckenstein

Candice Carlton
FiComm Partners

Karen Denise

Jessica Ness
CJM Wealth Advisers

Michael Goodman
Wealthstream Advisors

Cheryl Holland
Abacus Planning Group

Edgar Collado
Tobias Financial Advisors

Brad Felix
TruePoint Wealth Counsel

Bill Felix
TruePoint Wealth Counsel

Ted Sarenski
Capital One

Scott Sprinkle
Sprinkle & Associates

Sue Stevens
Buckingham Strategic Wealth

Lyle Benson
LK Benson & Co.

Erich Holland
SEI, Inc.

Steve Gardner
SEI, Inc

Dani Fava

Jean Sinclair

Sponsors & Partners

2021 Sponsors


• Lincoln
• Thrivent Advisor Network
• Prudential
• Emotomy

• Fidelity Institutional
• AdvisorEngine

• Judson Group
• Tweedy Browne Company LLC
• XLR8 Concenter Services
• Elements
• Osterweis Capital Management
• Redtail
• TrueNorth Networks
• AdvisorPeak
• Markel
• AssetBook
• AndesWealth Technologies
• AdvisorWebsites
• Holistiplan
• Frontier Asset Management
• Bok Financial Advisor Trust Services
• SSG Shareholders Service Group
• Stratifi
• BNY Mellon Pershing
• DPL Financial Partners
• TaxCast
• Feex
• T.Rowe Price
• Ycharts