Diplomat Beach Resort Hollywood, Curio Collection by Hilton
Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Sun Feb 13 AST - Wed Feb 16 AST (in 4 months)
In your timezone (EDT): Sun Feb 13 4:00pm - Wed Feb 16 4:00pm
Location Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA
Region Americas

The ultimate event experience for the most innovative advisors, financial technology companies & the leading investment minds.

Expect to see a bigger event than ever before with extended opportunities to learn, network and connect face-to-face with the entire advisory and financial planning community.

Maximun Impact. Maximum Returns.

Want to get the best return possible from attending Inside WealthStack? Want your brand to be instantly recognizable with the most senior professionals from the wealth management community? Want to demonstrate your position as a thought-leader? Look no further...


2021 Past Speakers

Eli Manning
Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP, Former New York Giant

Archie Manning
Former NFL Pro Quarterback, Former New Orleans Saint and Houston Oiler

Dani Fava
Head of Strategic Development, Envestnet

Carina Diamond
Chief Experience Officer, Managing Partner, Dakota Wealth Management

Shirl Penney
CEO, Dynasty Financial Partners

Heather Fortner
CEO, SignatureFD

Dave Welling
Chief Executive Officer, Mercer Advisors

Bob Oros
CEO, Hightower

Eric Clarke
CEO, Orion Advisor Solutions

Chris Davis
Chairman & Portfolio Manager, Davis Advisors

Shannon Spotswood
President, RFG Advisory

Rianka R. Dorsainvil
Co-CEO, 2050 Wealth Partners

Carolyn Armitage
Head of Thrivent Advisor Network (TAN), Thrivent

David Armstrong
Editor-in-chief and Executive Director of Content,

Diana Britton
Managing Editor,

Mark Bruno
Managing Director, Wealth Management, Informa Connect

Ron Bullis
CEO, Lifeworks Advisors

Tim Clift
Chief Investment Strategist, Envestnet/PMC

Daniel Crosby
Chief Behavioral Officer, Orion

Cathy Curtis
Founder & Chief Investment Officer, Curtis Financial Planning, LLC

Don Friedman
President, Digital Assets Council of Financial Professionals

Doug Fritz
Founder & CEO, F2 Strategy

Megan Gorman
Founder & Managing Partner, Chequers Financial Management

Kim Greenberg
Director of Marketing, Alerian

Maura Griffin
Founder, Blue Spark Capital Advisors

Patrick Hannon
VP, Enterprise Solutions at Riskalyze, Riskalyze

Angie Herbers
Founder & Chief Executive, Herbers & Company

Jamie Hopkins
Managing Partner, Carson Group

Davis Janowski
Senior Technology Editor,

Lisa Johnston
Chief Marketing Officer, Edelman Financial Engines

Julie Littlechild
Founder & CEO, Absolute Engagement

Paul Lu
Head of Global Business Development and Alliances, Hansoh Pharma

Jud Mackrill
CEO & Cofounder, Milemarker

Ali McCarthy
Chief Marketing Officer, Skience

Vinay Nair
Founder, Chairman, and CEO, TIFIN

Arne Noack
Head of Systematic Investment Solutions, Americas, DWS

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Tina Powell
CEO, C-Suite Social Media

Heather Robertson Fortner

Paul Saganey
Founder and President, Integrated Partners

Robert Schein
Managing Director, Partner & CIO, HighTower / Blanke Schein Wealth Management

Kristen Schmidt
Founder and President, RIA Oasis

Robert Sofia
CEO, Snappy Kraken

Gavin Spitzner
President, Wealth Consulting Partners

Anthony Stich
COO, NaviPlan

Adam Teufel
Partner, Dechert