National LINC 2020 | TD Ameritrade Institutional | 29 January 2020 | Hyatt Regency Orlando, 9801 International Dr, Orlando, FL 32819, USA

World-class keynote speakers. Leading minds within our industry. Specialists on the subjects you care most about.

Build your own agenda from a broad array of sessions designed to help you discover new strategies for business efficiency, client engagement, and growth opportunities.

Explore all of the conference offerings designed to target your most pressing business needs. Plan your days with breakout sessions, networking events, keynote presentations, and more.

2020 Speakers

Ric Edelman
Founder, RIA Digital Assets Council

Sunaya Tuteja
Head of Digital Assets, TD Ameritrade

Cameron Cobb
Relationship Manager, LinkedIn Talent Solutions

Dan Candura
President, Cansura Group, LLC

Ashley Foster
Sr. Mgr, WMS Advisor Relations, TD Ameritrade Institutional

Brandon Shirley
Sr. Mgr, WMS Advisor Relations, TD Ameritrade Institutional

Kurt Koehler
Estate Planning Attorney, National Advisors Trust Company

Pat Agnew
Estate Planning Attorney, Agnew Law Office

Kimberly Blascoe
Partner, Wipfli

Amy Brewer
Senior Vice President of Commercial Banking, Illinois Bank

Sean Zayed
CEO, Brookstone Capital Management

Frank Gregory
Integrated Retirement Initiatives

Pam O'Rourke
Integrated Retirement Initiatives

John Bowen
Founder and CEO, CEG Worldwide

Joel Bruckenstein
CFP/Fintech Expert, Technology Tools for Today (T3)

Heather Fortner
Partner, Chief Compliance Officer and Chief Operating Officer, SignatureFD

Shannon Spotswood
President, RFG Advisory

Teri Shepherd
President, Carson Group

Joseph Barone
Director, Managed Accounts, TD Ameritrade Institutional

Ken Courtney
Manager, Managed Account Sales, TD Ameritrade

Dani Fava
Director, Institutional Innovation, TD Ameritrade

Jeyy Wilkerson
Mgr, Managed Account Sales, TD Amertirade Institutional

Alex Garfield
Prod Mgr, ETFs & Mutual Funds, TD Ameritrade

Chris Stryker
Product Manager, iRebal TD Ameritrade Institutional

Michael King
Senior Specialist, iRebal, TD Ameritrase Institutional

Clint Cowles
Senor Strategist, Institutional Trading Education, TD Ameritrade Institutional

Michael McKerr
Senor Strategist, Institutional Trading Education, TD Ameritrade Institutional

Mike Turvey
Senor Strategist, Institutional Trading Education, TD Ameritrade Institutional

Eddi Ybarra
Senor Strategist, Institutional Trading Education, TD Ameritrade Institutional

Michael Gallagher
Director, Institutional Trading Education, TD Ameritrade Institutional

Steve Schoenfeld
Senor Strategist, Institutional Trading Education, TD Ameritrade Institutional

Eliza DePardo
Consultant, TD Ameritrade Institutional

Ric Edelman
Founder, RIA Digital Asstes Council

Scott Zimmer
Generational Expert/Speaker/Consultant, Bridgeworks

Dean Zayed
CEO, Brookstone Capital Management

Michael Madrid
Manager, Technology Solutions, TD Ameritrade Institutional

Rey Pajarillo
Senior Product Manager, TD Ameritrade Institutional

Charles Fargo
Product Manager, TD Ameritrade Institutional

Tom Roberts
VP, Technology Consulting, TD Ameritrade Institutional

Todd McMullen
VP, Technology Consulting, TD Ameritrade Institutional

Justin Di Filippo
Director Technology Solutions, TD Ameritrade Institutional

Dan Daniels
Partner, Wiggin and Dana

Alllie Valentor
VP, Technology Consulting, TD Ameritrade Institutional

Dani Fava
Director, Institutional Innovation, TD Ameritrade Institutional

Nicholas Hopwood
President & CEO, Peak Wealth Management

Clint Walkner
Founding Partner, WalknerCondon Financial Advisors

Greg Menefee
Director, Business Consulting, TD Ameritrade Institutional

Susan Carnicero
Founding Partner, QVerity, Inc.

Jessica Demartino
Product Manager, iRebal, TD Ameritrade Institutional

Brett Engelking
Director of Business Operations & COO, Ellenbecker Investment Group

James Oliger
Senior Fund Analyst, Wealthquest Corporation

Vanessa Oligino
Director, Business Performance Solutions, TD Ameritrade

Abraham Martinez
Financial Advisor/Chief Operating Officer, Brio Financial Group

Collin Wiens
Partner, CFP,MBA, Larson Financial Group

Marcel Tsai
Senior Manager, Technology Solutions, TD Ameritrade Institutional

Eliza DePardo
Consultant, TD Ameritrade Institutional

Kate Healy
Managing Director, Generation Next, TD Ameritrade Institutional

Sonyan Dreizler
Foudner, Solutions with Sonya

Rianka Dorsainvil

Dasarte Yarnway
Founder & Financial Advisor, Berknell Financial Group

Neil Simon
VP Government Relations, Investment Adviser Association

Skip Schweiss
Managing Director of Advisor Advocacy, TD Ameritrade Institutional

Ian Bremmer
President and Founder, Eurasia Group

Brian Edelman
CEO, FCI

Sheila Cuffari-Agasi
Executive Vice President, United Planners

Jack McCormack
Chief Information Officer, Sanctuary Wealth

Jesse Frehling
Focused Wealth Management

Frank Pitten
TD Ameritrade Institutional

Eric Johnson
TD Ameritrade Institutional

Tom Generazio
TD Ameritrade Institutional

Kate Healy
Managing Director, Generation Next, TD Ameritrade Institutional

Lazetta Rainey Braxton
Founder/CEO, Financial Fountains

Robert Petek
Senior Manager, Technology Solutions, TD Ameritrade Institutional

Eliza DePardo
Consultant, TD Ameritrade Institutional

Walter Booker
Chief of Staff, Market Counsel

Bob Lipsey
Business Transactional Counsel, Hamburger Law Firm, MarketCounsel

2020 Sponsors

GOLD SPONSORS:
• American Century Investments
• Black Diamond
• Carson
• Direxion
• Griffin Capital Securities
• John Hancock Investment Management
• Matthews Asia
• Morningstar
• Moxtra
• Orion
• Principal
• TD
• Tortoise
• TriState Capital
• Vanguard
• Wisdom Tree

SILVER SPONSORS:
• Alger
• Allianz Global Investors
• Ave Maria Mutual Funds
• Black Creek Group
• Broadstone
• Carillon Tower Adviser
• CION Investments
• Draft Data
• Envestment
• Finance of America Reverse
• Franklin Templeton
• FS Investments
• Gabelli Funds
• Global X
• Greater Horizons
• Jensen Investment Management
• J.P.Morgan Asset Management
• Mairs & Power
• PPC Loan
• ProShares | ProFunds
• Purshe Kaplan Sterling Investment
• Selexct Sector SPDRs
• Smartstop Asset Management
• Stansberry Research
• Transamerica
• Union Square Capital
• United Capital
• ValueLinefunds
• Vivaldi Asset Management
• William Blair

BRONZE SPONSORS:
• Aberdeen Standard Investments
• Adhesion Wealth
• Advisor OS
• Advyzon
• AGF iQ
• AllianceBernstein
• Allworth Partner Program
• SS&C Alps Advisors
• AQR
• Ariel Investments
• Artisan Partners
• Baron Funds
• Buffalo Funds
• Cambria
• CIM
• Columbia Threadneedle
• Davis Advisors
• Dinsmore Compliance Services
• Discovery Data
• DoubleLine
• eMoney
• Fi360
• Financial Advisor IQ
• Golsan Scruggs
• Great-west Financial
• GuideStone Funds
• Innovative Portfolios
• Investments & Wealth Institute
• Ivy Investments
• Jackson Financial Freedom for Life
• Janus Henderson Investors
• Lazard Asset Management
• Legg Mason Global Asset Management
• Litman Gregory
• Markel
• Natixis Investment Managers
• Neuberger Berman
• New York Life Investments
• Nicholas Funds
• Nuveen
• Oak Street Funding
• Pacific Funds
• Pacific Life
• Parnassus Investments
• PGIM Investments
• PIMCO
• Putnam Investments
• Redtail
• RNC Genter
• RoboGlobal
• Salient
• Schafer Cullen
• Segall Bryant & Hamill
• Ocean Park Sierra
• Sit Investment Associations
• Stewart Capital
• Thomson IM Funds, Inc.
• Touchstone Investments
• Transamerica
• Tweedy, Browne Company LLC
• VanEck
• Voya
• Wasatch Funds
• Waypoint
• XY Planning Network

AFFINITY SPONSORS:
• Advanced Regulatory Complaince LLC
• Advisor Stream
• American Endowment Foundation
• Ameritas
• BOK Financial Advisor Trust Services
• CFRA
• Copytalk
• Dalton Education
• Dell Technologies
• Financial Planning Association
• Foreside
• FP Transitions
• Gregory FCA
• Liftman Insurance
• Mobile Assistant
• Ndex Systems
• NRS Compliance Confidence
• Olive & Cocoa
• Reminder Media
• Starkweather & Shepley

VEO SPONSORS:
• 55ip
• Act Analytics
• Advice Pay
• ASI Advisor Software
• AdvisorEngine
• Advisor Peak
• Advisor World Financial Technology
• Agreement Express
• AndesWealth Technologies
• Anvil
• AssetBook
• Asset+map
• Benjamin
• Blueleaf
• BNY Mellon | Albridge
• Bridge
• Circle Black
• Clearnomics
• Covisum
• DocuSign
• FinFolic
• Flyer
• GeoWealth
• Hanlon
• Itegria
• Junxure
• Kwanti
• Laser App/iPipeline
• Laserfiche
• Let Bob, LLC
• LifeYield LLC
• Oranj
• Panoramix for Financial Advisors
• Portfolio Pathway
• PortfolioWise By Chaikin Analytics
• Redi2 Technologies, Inc
• RIA in a Box LLC
• RightCapital
• Riskalyze
• RiXtrema
• RobustWealth
• Skience
• SmartRIA
• SMArtX Advisory Solutions
• StockCalc
• TE+A Marketing
• Totum Risk
• Trinlogix
• Wealthbox CRM
• YCharts