Excell 2021 | Carson Group | 12 October 2021 | The Cosmopolitan of Las Vegas, 3708 Las Vegas Blvd S, Las Vegas, NV 89109, USA

Transform The Way You Grow Your Firm

The event for advisors everywhere who are looking for the inspiration, information and innovation you need to grow your firm beyond a doubt.

What is Excell?
3 Days of Value Beyond a Doubt

Excell 2021 marks the 36th time we’ve gathered the brightest growth-minded financial professionals to enjoy empowering keynote speakers, impactful breakout sessions and unlimited networking. Go beyond your broker-dealer’s conference. Join an elite group of innovative planners, investment managers, one-person teams and leaders of billion-dollar firms.

2021 Speakers

Scott Harrison
Founder and CEO of charity: water and New York Times Bestselling Author

John R. DiJulius III
International Customer Service Consultant, Best-Selling Author

Sean Brown
President and CEO of YCharts

Sandra Joseph
Broadway star and bestselling author

Dr. Darshan Shah
Founder & CEO of Beautologie and Next|Health

Ron Carson
Founder and CEO of Carson Group

Tyrone Ross
CEO, Onramp Invest

Teri Shepherd
President at Carson Group

Michael E. Kitces
Head of Planning Strategy for Buckingham Wealth Partners

Jacqueline "JaQ" Campbell
Mother, Investor, Philanthropist

Paul West
Managing Partner at Carson Wealth

Erin Wood
Senior Vice President, Financial Planning & Advanced Solutions at Carson Wealth

Saumen Chattopadhyay
Chief Investment Officer at Carson Partners

Noreen Beaman
President, Orion Advisor Solutions

Dr. Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions

Adam Holt
CEO and Founder, Asset-Map

Ana Trujillo Limon
Editor-in-Chief, FPA Publications

Dr. David Rhoiney
NCAA Division I athlete

Craig Lemoine
CFP®, PhD, MRFC, Director, Financial Planning Program and Clinical

Jamie Hopkins
Managing Director of Carson Coaching

Suzanne Siracuse
Founder and CEO, Suzanne Siracuse Consulting

Gerry Herbison
Executive Business Coach, Carson Group

Anna N’Jie-Konte
Founder of Dare to Dream Financial Planning

Beth Walker
Wealth Advisor at Carson Wealth

Brian Swineheart
SVP of Business Development and Channel Marketing at White Glove

Brendan Ahern
Chief Investment Officer at KraneShares

Emlen Miles-Mattingly
Founder and CEO of Gen Next Wealth

Joe Steuter
Vice President of Corporate Communications at Carson Group

John Ruhlin
Founder and Author of Giftology

Kelsey Ruwe
Chief of Staff at Carson Group

Sarah Duey
Vice President of Trust Services at Carson Group

Scott Wood
Vice President of Partnership Development at Carson Group

Alejandra Grindal
Chief International Economist for Ned Davis Research Group

David Mehlhorn
Director of Sales, Redtail Technology

Doug Ewing
Vice President – Nationwide Retirement Institute

Jeremy Schwartz
Global Head of Research, WisdomTree

Jesse M. Sweet
Vice President, is Head of Custom Model Solutions (CMS) for Wealth Advisory

Stephanie Bogan
Founder & Chief Possibility Officer, Limitless Advisor Coaching

Anthony Stich
Chief Operating Officer, NaviPlan by Advicent

Will Morales
Body Engineer, Carson Group

2021 Sponsors

MARQUEE SPONSORS:
• BlackRock
• STS Capital Partners
• Conversus
• State Street

DIAMOND SPONSORS:
• KraneShares
• Fidelity Investments
• iCapital Network
• First Trust
• Eaton Vance

PLATINUM SPONSORS:
• Asset+Map
• Nationwide
• Orion
• Prudential
• White Glove
• WisdomTree
• Simon

GOLD SPONSORS:
• Davis
• Morningstar
• PPC Loan
• Redtail
• Remindermedia
• Select Sector SPDR
• Vise

SILVER SPONSORS:
• Live Oak Bank
• Ameritas
• Firespring
• NDR
• FP Alpha
• Ycharts
• Snappy Kraken
• HolistiPlan
• Allianz