DeVoe Elevate 2024 | DeVoe & Company | 8 May 2024 | Omni Scottsdale Resort & Spa at Montelucia, 4949 E Lincoln Dr, Scottsdale, AZ 85253, USA

The event offers rich and captivating content. Networking breaks, meals, and receptions provide options for learning from your peers, speakers, and other experts.

Why you should attend:
• Maximizing Referrals from Clients and Professional Relationships
• Secrets of High Growth Firms (a session with your peers)
• Creating a Growth Mindset
• Powering Growth with Technology
• Unlocking Business Performance with Talent Management
• Solving the Incentive Compensation Challenge
• Tales from the Field: Successful Transitions
• Next Generation Talent and NextGen Client Growth
• The G2 Financing Equation

2024 Speakers

Aaron Klein
Co-Founder and Former CEO, Nitrogen (formerly Riskalyze)

Jennifer Koch
Senior Vice President, Head Of Organizational Development, Sequoia Financial Group

Dennis Moseley-Williams
Founder & CEO, Dennis Moseley-Williams Strategic Consulting

David DeVoe
CEO and Founder, DeVoe & Company

Ben Harrison
Managing Director, Head of Wealth Solutions, BNY Mellon | Pershing

Gary Foodim
Chief Marketing Officer, Mercer Advisors

Bryan Powers
Executive Vice President, Sales, Mercer Advisors

Tim Kochis
Special Advisor, DeVoe & Company
Former Chairman and CEO, Aspiriant

Tony Parkin
Wealth Management Executive

Indya M. Yuill
Partner, Managing Director, Beacon Pointe Advisors

Thomas Carroll
Principal, President & CEO, Homrich Berg Wealth Management

Kelly Carolan
Senior Director, People Business Partner, BNY Mellon | Pershing

Jason Gordo
President & Co-Founder, Modern Wealth Management

Natalie Straub
Chief Revenue Officer, Coldstream Wealth Management

Brett Van Bortel
Director of Development and Delivery, Invesco Global Consulting

Debi Murphy
Managing Director of Partnership Integration, EP Wealth Advisors

Dr. Peter Fisher
Founding Partner, CEO, Human Investing

Matt Adams
Chief Executive Officer and Managing Partner, Mission Wealth

Rick Dennen
Founder & CEO, Oak Street Funding

Mike Van Wyk
Director of Customer Research and Insights, Capital Group

Antonio Bass
Regional Vice President, RIA Relationship Manager, Capital Group

Yelena Melamed
Head of Product, Catchlight

Robert Steinberg
Founder and CEO, Blue Chip Partners

Dustin Mangone
Managing Partner, Director of Investment Advisor Services, PPC LOAN

Trey Schnippel
Vice President, Investment Advisory Lending, Live Oak Bank

Joe Anthony
President/Owner, Gregory FCA

Jon Dauphiné, ESQ.
Chief Executive Officer, Foundation for Financial Planning

Kartik Srinivasan
President, Advyzon Institutional

Jane Williams
Special Advisor, DeVoe & Company
Founder, Sand Hill Global Advisors

Peggy Ruhlin
Special Advisor, DeVoe & Company
Chair of the Board of Directors, Budros, Ruhlin & Roe

Brad Grubb
Managing Director, DeVoe & Company

2024 Sponsors

• Inveso QQQ
• Sequoia Financial Group
• Beacon Pointe
• Live Oak BAnk
• Wealthspire Advisors
• Oak Street Funding
• Mercer Advisors
• BNY Mellon Perchinig
• Modern Wealth Management
• Capital Group
• Innovayte
• SS&C Black Diamond
• ep wealth advisors
• PPC Loan
• Homrich Berg
• Shellblack
• SEI
• WinTrust
• Lord Abbett
• Aleto
• Practifi
• Catch LIght