Deal & Deal Makers 2023 | ECHELON Partners | 29 August 2023 | The Ritz-Carlton Laguna Niguel, One Ritz Carlton Dr, Dana Point, CA 92629, USA

2023 Speakers

SPEAKERS:

Dan Seivert
CEO & Managing Partner, ECHELON Partners

Megan Carpenter
CEO, FiComm

Linda Paullin-Hebden
Partner, Warner Norcross & Judd

Dave Barton
Vice Chairman, M&A Deal Team Leader, Mercer Advisors

Mike Wunderli
Managing Director, ECHELON Partners

Molly Bennard
CEO, Connectus Wealth Advisers

Jeff Dekko
CEO, Wealth Enhancement Group

Molly Crane
Partner, Blank Rome

Suzanna Van Staveren
Executive Vice President, CFO, COO, Edelman Financial Engines

Barnaby Audsley
Vice President, ECHELON Partners

Naomi McKean
Senior Vice President & Deputy General Counsel, AssetMark

Amit Dogra
President & COO, tru Independence

Julianne Hummelberg
Vice President, Summit Partners

Jim Gold
CEO, Steward Partners Global Advisory.

Brett Mulder
Vice President, ECHELON Partners

Christina Walsh
Principal, Aquiline

Alex Goss
Co-CEO, Co-Founder, NewEdge Advisors & Managing Partner, NewEdge Capital Group

Ahmed Hassanein
CFO, SEIA

Jenny Souza
CEO & President, Emigrant Partners

Lewis Schiff
Chairman, Birthing of Giants & Moonshots and Moneymakers

Garry Roth
Co-CEO & Co-Founder, Modern Wealth Management

Stephanie Bogan
Founder, Limitless Advisor Coaching

Larry Sussman
Partner & Head of Corporate Finance, Cerity Partners

David Dindi
Co-Founder & CEO, Atomic

Doug Fritz
CEO, F2 Strategy

Mark Bruno
Managing Director of Wealth Management, Informa

Lauren Seidman
Managing Director, Stone Point Capital

Jeff Bischoff
President & CEO, Old Greenwich Consultants

Oleg Tishkevich
CEO, Invent

Angie Herbers
CEO, Herbers & Company

Tim Welsh
CEO & President, Nexus Strategy

Mike Papedis
CEO, Fusion Financial Partners

Jodie Papike
President, Cross-Search

David Mainzer
Partner, Ballard Spahr

Kathy Freeman
CEO, Kathy Freeman Co.

Mike Wunderli
Managing Director, ECHELON Partners

Pat Burns
Managing Attorney, The Law Offices of Patrick J. Burns, Jr.

Kelli Cruz
CEO & Owner, Cruz Consulting Group

Rick Dennen
Founder & CEO, Oak Street Funding

Candice Carlton
EVP, FiComm

Megan Carpenter
CEO, FiComm

Brett Mulder
Vice President, ECHELON Partners

Michelle Odom
CEO, Ellevate

Mike Papedis
CEO, Fusion Financial Partners

EXPERTS:

Barnaby Audsley
Vice President, ECHELON Partners

Stephanie Bogan
Founder & Chief Possibility Officer, Limitless Advisor Coaching

Louis Diamond
President, Diamond Consultants

Richard Lofgren
Managing Director, Goldman Sachs Advisors Solution

Lisa Crafford
Director & Head of Business Consulting, BNY Mellon | Pershing

Tim Welsh
President, Nexus Strategy

Susie McEuen
Vice President, Oak Street Funding

Greg Gessert
Vice President of Enterprise Sales, LPL Financial

Jeff Bischoff
President & CEO, Old Greenwich Consulting

Kimberly Papedis
President, Fusion Financial Partners

Dustin Mangone
Managing Partner, PPC Loan

Oleg Tishkevich
CEO, Invent

Diana Britton
Managing Editor, WealthManagement.com

Sean Keenan
Managing Director & Head of Business Development, BNY Mellon | Pershing

Mark Bruno
Managing Director of Wealth Management, Informa

Pablo Bizjack
Senior Director, BNY Mellon | Pershing

Scott Feraro
Founder, Talent Enthusiasts

Molly Crane
Partner, Blank Rome

Corey Kupfer
Founder & Managing Principal, Kupfer & Associates

Doug Fritz
CEO, F2 Strategy

Jared Baucom
Managing Director, Cerulli Associates

John Turner
Vice President, Live Oak Bank

Linda Paullin-Hebden
Partner, Warner Norcross & Judd LLP

Aaron Racino
Senior Relationship Manager, PPC LOAN

Bing Waldert
Managing Director, Cerulli Associates

2023 Sponsors

• Ballard Spahr
• Goldman Sachs
• Edelman Financial Engines
• PPC Loan
• Warner Norcross
• Capital Group
• FI Comm
• Equitable
• Cerulli
• Shell Black
• SS&C Black Diamond
• OAK Street Funding
• WEDBush
• Wealth Advisors
• LDO