Broadridge 360 Advisor Summit 2024 | Broadridge | 19 May 2024 | JW Marriott Austin, 110 E 2nd St, Austin, TX 78701, USA

Join over 700 advisors and other financial professionals for three days of immersive learning, insights and networking designed to help you scale your business, mitigate risk and accelerate growth.

Experience “Full circle thinking. Broader perspectives.” throughout the conference with expertly curated sessions featuring some of the brightest minds across the wealth and retirement industry. Topics will span financial planning, marketing, retirement income, practice management, cybersecurity, regulation updates and so much more.

2024 Speakers

KEYNOTE:

Cassandra Worthy
Speaker, Best-selling Author, and Chief Executive Officer, Change Enthusiasm Global

EMCEE:

Michael Muirhead
Senior Director, Learning and Development, Broadridge

MODERATOR:

Dara Vogleman
Broadridge

FEATURED SPEAKERS:

Joseph Lo
Head of Enterprise Platforms, Broadridge

Fred Reish
Partner, Faegre Drinker Biddle & Reath LLP

Jason Roberts
Founder and Chief Executive Officer, Pension Resource Institute

Bonnie Treichel
Chief Solutions Officer, Endeavor Retirement

SPEAKERS:

Salem Abraham
President, Abraham Trading Company

Jeffrey Acheson
Chief Business Development Officer, Independent Financial Partners

Jon Anderson
Head of Workplace and Retirement, Cetera Financial Group

Alicia Austin
Director, Client Services, Broadridge

Wade Behlen
Managing Director, Wealthplan Group

Jason Bianchi
Vice President and Regional Sales Manager, Mesirow Fiduciary Solutions

Matt Boyle
Project Analyst, Broadridge

Rosalyn Brown
President, WIPN

Brian Butler
CEO and Senior Wealth Advisor, Wealth Standard Financial

Olga Camargo
Partner and Co-Head, FARO Advisory, a division of Centric Wealth Management LLC

Melinda Caughill
Co-Founder, Medicare Expert, i65

Monica Chandra
President, 3EDGE Asset Management

Zachary Chavira
Retirement Plan Lead Advisor, Donaldson Capital Management

Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth

Kate Cook
Head of Employer Markets Marketing, Allianz Life

Toby Cromwell
Senior Director of CIT Product Solutions, Broadridge

Dan Cwenar
President, ICS, Data and Analytics, Broadridge

Danielle Darling
LPL Financial Advisor, Resource One Advisors

Kevin Darlington
General Manager, Broadridge Advisor Solutions

Cindy Dash
General Manager & Senior Vice President, Broadridge Retirement and Workplace

Lindsey David
Consultant, The Pangburn Group

Carina Diamond
CEO and Founder, Stella Secunda

Susan Diehl
President, PenServ Plan Services

Jennifer Doss
Senior Director and Defined Contribution Practice Leader, CAPTRUST

Sonya Driezler
Co-Founder, CHOIR

John Faustino
Head of Retirement Products, Broadridge

Sheri Fitts
Speaker | Consultant | Creator, Sheri Fitts & CO.

Robert Gibson
Vice President, Platform, Retirement & Private Wealth, HUB International Retirement and Private Wealth

Timothy Halchuck
CEO, AMI Benefit Plan Administrators, Inc.

Yohance Harrison
Senior Wealth Advisor, Money Script Wealth Management

Rebecca Hourihan
Founder and CMO, 401(k) Marketing, LLC

Lisa Kottler
Principal, 401kottler LLC

Michelle LeCates
Vice President, Business Development & Marketing, July Business Services

Robyn Loftin
VP Advisory Services Strategic Delivery, Empower

Taylor Mavrakos
Financial Advisor, MFP Financial Services

Brendan McCarthy
Head of Retirement Investing, Nuveen

Rebecca McMurry
Enterprise Account Executive, Broadridge

Rhonda Miller
Executive Benefits Consultant, Executive Benefits Consulting

Sean Murray
Head of Workplace, Envestnet

Mike Natoli
SVP, Sales & Account Management, Broadridge Financial Solutions, Inc.

Dave Palascak
VP Product Management, Broadridge

Angela Pavlos
Head of Wealth Management and Online Investing Solutions, Dow Jones

Erin Redman
Senior Director, Product Management, Broadridge

Travis Reeder
Project Manager, Broadridge

Amy Reuter
Vice President, Broadridge

Troy Sande
Senior Director for New Markets, Allianz Life

Lee Small
SVP, Divisional Sales Manager, John Hancock Investments

Jean Smart
Founder and CEO, Penelope

James Smith
Global Head of Business Strategy, Morningstar Retirement

Adam Sokolic
Chief Operating Officer, Retirement & Private Wealth, HUB International

Rickie Taylor
Regional Director, Retirement Plan Consultants

Jennifer Thomas
Executive Vice President, Health & Wealth Solutions, TRI-AD

Ryan Tiernan
Institutional Retirement Strategic Growth Counselor, Capital Group

Mike Tropeano
Vice President – Wealth, Bank Trust and Retirement Consulting, Broadridge

Todd Vollmer
Vice President and National Sales Manager, Broadridge

Travis Walker
Business Solutions and Diversity Consultant, Allianz Life

Jay Washington
Sales Director, LeafHouse Financial

Michelle Wong
Founder and CEO, Nifty Advisor Support

Jonathan Young
Senior Vice President, Senior National Accounts Manager, Capital Group

Paul Zietlow
Chief Operating Officer, Commerce Trust Company

2024 Sponsors

PREMIER SPONSOR:
• Allianz

PLATINUM SPONSORS:
• Abraham Trading Company
• Capital Group / American Funds
• Federated Hermes
• John Hancock Investment Management
• Nuveen

GOLD SPONSORS:
• 401GO
• Charles Schwab & Co
• Cuna Mutual Group
• Dailyves
• Fidelity Investments
• Hodges Capital
• iJoin’s
• Invesco
• Janus Henderson Investors
• July
• LeafHouse
• Lincoln Financial Group
• Macquarie Asset Management
• Mass Mutual
• MFS 100 years
• Nationwide
• PenChecks Trust
• Pension Assurance LLP
• Principal Asset Management
• SS&C
• The Standard
• Voya Investment Management

SILVER SPONSORS:
• First Eagle Investment
• Micruity