Hyatt Regency Indian Wells
Hyatt Regency Indian Wells, 44600 Indian Wells Lane Indian Wells, California USA

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Event Date Wed Sep 29 EDT - Fri Oct 1 EDT (23 days ago)
Location Hyatt Regency Indian Wells
44600 Indian Wells Lane Indian Wells, California USA
Region Americas

Network with over 700 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.


2021 Speakers

Billy Beane
Former Professional Baseball Player & Current Front Office Executive

Carey Lohrenz
First Female F-14 Tomcat Fighter Pilot

Colin Mochrie
"Whose Line is it Anyway?" Stars, Actor

Brad Sherwood
"Whose Line is it Anyway?" Stars, Actor

Michael Kitces
Financial Planner & Publisher, Nerd’s Eye View

Bill Crager
Co-Founder and Chief Executive Officer, Envestnet

Stephanie Bogan
Founder & CEO, Educe, Inc.

Dasarte Yarnway
Managing Director, Berknell Financial Group

Aaron Klein
CEO, Riskalyze

David Knoch
CEO, Docupace

Shannon Saccocia
CIO & EVP, Boston Private Wealth

Robert Sofia
CEO, Snappy Kraken

Abby Salameh
Former Chief Marketing Officer, Hightower Advisors and Private Advisor Group

Mike McDaniel
CIO, Riskalyze

Lori Hardwick
Chairman Emeritus, Riskalyze

Craig Iskowitz
Founder & CEO, Ezra Group

Jason Lahita
Founding Partner, Street Cred PR

René Nourse
Founder & CEO, Urban Wealth Management

Sara Glakas
Founder, Black Barn Financial

Derek Notman
Founder, Conneqtor

Samantha Russell
Chief Evangelist, FMG Suite

Jim Bowen
CEO, First Trust Portfolios

Deborah Fox
Financial Advisor + Founder & CEO, Advisortouch

Justin Castelli
Founder/Financial Advisor, RLS Wealth Management

Rick Williamson
Lead Subject Matter Expert, Redtail Technology

Brian Hamburger
President & CEO, MarketCounsel

Michael Messinger
Founder/Managing Partner, Redwood Investment Management

Tyrone Ross
Co-Founder/CEO, Onramp Invest

Meghan Hannon
Senior Retirement Plan Manager, Boulay

Joy Lere, Psy.D.
Licensed Clinical Psychologist & Co-Founder, Shaping Wealth

Charlotte Geletka
Managing Partner, Silver Penny Financial Planning

Steven Jarvis
CEO & Head CPA, Retirement Tax Services

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Natalie Wolfsen
CEO, AssetMark

Johnny Sandquist
Founder, Three Crowns Marketing

Ted Jenkin
CEO, oXYGen Financial

Sponsors & Partners

2021 Sponsors

• Docupace
• First Trust
• RedTail
• Redwood

• Allianz
• AssetMark
• BlackRock
• Envestnet
• Fidelity
• Flyer
• Invesco QQQ
• Maston Money

• Asset+map
• Charles Schwab
• Commonwealth
• eMoney
• Fp Alpha
• Halo
• Helios
• Holistiplan
• LikeFolio
• Pulse360
• Snappy Kraken
• Sower Farmland
• SWAN Global Investment
• Trust & Will
• United Planners

• Advyzon
• Altruist
• Aptus Capital Advisors
• FeeX
• FMG Suite
• Heightzero
• Right Capital
• SSG- Shareholders Service Group
• Smart KX
• Standpoint
• State Street
• WisdomTree
• YCharts

• Market Counsel