Carson Excell: Revolution 2022 | EXCELL | 13 September 2022 | The Cosmopolitan of Las Vegas, 3708 Las Vegas Blvd S, Las Vegas, NV 89109

Financial services is rapidly changing, and you can either be a catalyst for growth or get left behind.

More than 1,500 advisors will converge at The Cosmopolitan of Las Vegas for the Conference. You’ll feel inspired and empowered by our keynote speakers and breakout sessions. And at the network events, you’ll create connections across one of the most vibrant advisor communities in existence.

Experience the best three days you can spend changing for the better, individually and across your team.

2022 Speakers

Abby Wambach
Olympian, Activist, Author

Dana Wilson
Founder & CEO, CHIP

Tucker Bryant
Award-winning poet

Michael Pollan
New York Times Bestselling Author

Lauren Simmons
Multifaceted entrepreneur, Author, Personal Finance Expert, Global Motivational Speaker, Producer

Lazetta Braxton
CEO, Lazetta & Associates

Ron Carson
Founder & CEO, Carson Group

Jamie Hopkins
Managing Partner of Wealth Solutions, Carson Group

Craig Lemoine
Director, Financial Planning Program and Clinical Associate Professor
University of Illinois, Urbana-Champaign

Paul West
Managing Partner, Carson Wealth

Dr. Preston D. Cherry
Founder & President, Professor, Researcher, Concurrent Financial Planning

Marques Ogden
CEO, Ogden Ventures LLC

Garrett Gunderson
NY Times Bestselling Financial Author and Comedian, FreeFlow

Emmanuel Roman
Chief Executive Officer, PIMCO

Brittney Castro
Certified Financial Planner, Financially Wise Inc. & Brittney Castro Inc.

Burt White
Managing Partner and Chief Strategy Officer, Carson Group

Ana Trujillo Limón
Director of Coaching and Advisor Content, Carson Group

Brodrick Lothringer
Digital Media Lead, Carson Group

Michael Belluomini
Vice President, M&A, Carson Group

Marcus Hagood
Director, Equity Management Solutions, FP Transitions

David Mehlhorn
VP of Business Development, Redtail Technology

Kelsey Ruwe
Chief of Staff, Carson Group

Paul Fullerton
Senior Management Consultant, Charles Schwab

Lindsay Odvody
Senior Director, Compensation and Total Rewards, Carson Group

Anand Sekhar
Vice President of Practice Management and Consulting, Fidelity Investments

Andrew Rogers
Director of Product Strategy, Carson Group

Nimesh Patel
Chief Technology Officer

Carrie Roso
Director of Marketing, FMT Solutions

Matt Kinnich
CEO, FMT Solutions

Russ Nieland
Managing Director, Partner & Wealth Advisor, Carson Wealth

Roger Pine
Co-founder of Holistiplan, Holistiplan

Cameron Carlow
VP of Advisor Marketing, Carson Group

Samantha Allen
Vice President of Digital Marketing, Carson Group

Joe Steuter
Senior Vice President, Corporate Communication, Carson Group

Dustin Mangone
Director of Investment Advisor Services, PPC LOAN

Michael Arone
CFA, Chief Investment Strategist, SPDR®, State Street Global Advisors

Gargi Pal Chaudhuri
Head of iShares Investment Strategy Americas, BlackRock

Bill Nook
Managing Director, Moelis & Company

H. Adam Holt
CEO and Founder, Asset-Map

Devin Ekberg
Senior Advisor Education Consultant, PIMCO

Nick Engelbart
CFO, Carson Group

Mark McCallum
Managing Director, Partner & Wealth Advisor, Carson Wealth

Liz Milacek
Director, Partner Acquisitions, Carson Group

2022 Sponsors

MARQUEE SPONSORS:
• MOELIS & COMPANY
• BlackRock
• ENVESTNET
• CONVERSUS

DIAMOND SPONSORS:
• Fidelity INVESTMENTS
• First Trust
• iCapital NETWORK
• Eaton Vance

PLATINUM SPONSORS:
• asset map
• Nationwide
• ORION
• Prudential
• PIMCO
• White Glove
• Wisdom Tree

GOLD SPONSORS:
• PPC LOAN
• GRIFFIN CAPITAL SECURITIES
• REDTAIL
• Reminder Media
• SPDRs
• Vanguard

SILVER SPONSORS:
• Ameritas
• YCHARTS
• Copy Talk
• MICK LAW
• NDR
• SNAPPY KRAKEN
• Holisti Plan