Venue
Hilton Anatole
Hilton Anatole, 2201 N Stemmons Fwy, Dallas, TX 75207, USA

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Event Date Mon Jan 31 EST - Wed Feb 2 EST (in 7 days)
Location Hilton Anatole
2201 N Stemmons Fwy, Dallas, TX 75207, USA
Region Americas
Details

This year's Annual Kickoff will be an extraordinary moment in time for us to gather. While FSI OneVoice is always where independent financial services firm executives come together annually for critical insights on the most important issues affecting their businesses, this is the year we incorporate recent business transformations into our learning and connections.

Stopped you from being forced to become an employee of your broker-dealer
Protected access to your advice that would have been banned by the government by outlawing commissions (ongoing)
Protected your clients’ choices of investment vehicles
Grown our voice in Washington, D.C. and the states by doubling financial advisor membership
Secured a seat at the regulatory table by electing 30 members to FINRA committees

Speakers

2022 Speakers

Trudy Bourgeois
Founder and CEO of the Center for Workforce Excellence

Greg Valliere
Chief U.S. Policy Strategist, AGF Investments

Seth Miller
Executive Vice President, General Counsel, and Chief Risk Officer

Julie Sullivan
Senior Vice President and Group Chief Compliance Officer of SFA Holdings, Inc.

Michael Pagano
Vice President and Chief Compliance Officer of Avantax

Abby Salameh
Chief Marketing Officer, CAIS

Erinn Ford
Executive Vice President of Advisor Engagement for Advisor Group

Christine Byrne
Founder of Back Cove Financial

Tammy Robbins
Executive Vice President and Chief Business Development Officer, Cambridge Investment Research, Inc.

Yanni Bousnakis

Colleen Bell
Executive Vice President, Operations and Chief Fiduciary Service Officer

Derek Anderson

J. Womack
Managing Director, Investment Solutions

Mark Schlesinger

Gary Rossi
Vice President, Practice Management & Consulting, Head of Cyber Fraud & Personal Security Insights Program, Fidelity Investments

Sid Yenamandra

John Foster
Founder, Bedford and Main Financial Consulting

Evamarie Schoenborn
President & CEO, Northwestern Mutual Wealth Management Company

Von Cook

Jodi L. Perry

Kevin Darlington
General Manager of Broadridge Advisor Solutions

Desiree Sii
President and CEO, SagePoint Financial, Inc.

Alex David

Bill Brady

Anand Sekhar
Vice President of practice management and consulting for Fidelity Clearing and Custody Solutions

Virginia Cook

Matthew Watts
Senior Vice President at Raymond James

Kevin Mechtley
Vice President in Legal and also serves as Director of Government Affairs for Sammons Financial

Jason C. Roberts

Farayi Chimbangu
Director, Albridge Solutions, BNY Mellon | Pershing

Oleg Tishkevich

Dan Kocher
Vice President, Service Excellence

Nick Graham
Executive Vice President and Chief Technology Officer

Eve Cout

Kara Murphy
Chief Investment Officer of Kestra Investment Management

Rob Klapprodt

Shannon Larson

Tom Wilson
Senior Vice President, Head of Wealth Advisory at Orion Advisor Solutions

Tim Stinson

David C. Knoch

Denise Barrows

Michael McElroy

Swatika Rajaram
Head of Proxy and Prospectus Fulfillment at Broadridge Financial Solutions

Ryan George
Chief Marketing Officer, Docupace

Valerie Mirko

Debra Brennan Tagg
President of BFS Advisory Group

Jeff Vivacqua
Member of Cambridge’s Board of Directors and Executive Council

Susan Theder

Todd Kowalski

Lisa Crafford
Vice President, BNY Mellon | Pershing

Frank Smith
Senior Vice President of Information Security and Data Privacy at First Command Financial Services

Amit Chogle
Commonwealth Financial Network

LaChadra Mason
Director, BNY Mellon | Pershing

Gavin Spitzer

Mike Alexander

David Robinson
Managing Director, Head of Strategic Partnerships & Enterprise Consulting Envestnet

Larry Fisher
Chief Human Resources Officer at Advisor Group

Margreet van Dijk
Managing Director and the Senior Director of Human Resources for Pershing

Jamila Ramnanan

Noreen Beaman

Leigh McCluskey

Ryan Shanks
Co-founder & CEO, FA Match

Julie Lane
Chief Human Resources Officer for Orion Advisor Solutions

Carolyn Armitage

Daniel Mayes

Mark Schoenbeck
Kestra Financial

Matt Radgowski
Head of Client Solutions, Advisor Segment

Allen Eickelberg
Director of Operations & Technology for Spire Investment Partners, LLC

Emilio Primus

Kristen Kimmell

Jeffrey Hoenle

Michael Kim
President of AssetMark

Robert Dearman

Robert Molinari
Chief Regulatory Affairs Officer

Michael Pedlow
Executive Vice President, Chief Compliance Officer, Kestra Investment Services

Gwen Weithaus

Christina Kramer

Doug Ketterer

Amy Webber
President and Chief Executive Officer, Member, Board of Directors and Executive Council

Edward Forst
Chief Executive Officer and President, Lincoln Investment

Sponsors & Partners

2022 Sponsors

AMBASSADOR SPONSORS:
• BNY MELLON
• Broadridge Financial Solutions, Inc.
• Fidelity Investments
• Wall Street Journal

PREMIER SPONSORS:
• BlackRock
• Capital Group | American Funds
• Envestnet, Inc.
• Orion
• Sammons Institutional Group
• SEI Investments
• Vestmark, Inc.

PARTNER SPONSORS:
• Eversheds Sutherland (US) LLP
• Winget, Spadafora & Schwartzberg, LLP

FSI SPONSORS:
• Advisor360
• AIG Financial Distributors
• AIX Exchange
• Allianz Life Financial Services, LLC
• Aon
• Arthur J. Gallagher & Co.
• Ashar Group – Life Settlements and Policy Valuations
• Ashford Securities, LLC
• AssetMark, Inc.
• Athene
• Baker & McKenzie LLP
• Beacon Strategies, LLC
• Blue Vault
• Bluerock Capital Markets, LLC
• CAIS
• CapitalRock
• Disability Specialists, Inc.
• Docupace Technologies, LLC.
• Equitable
• FeeX
• FMG Suite
• Freeman Mathis & Gary, LLP
• FS Investments
• Griffin Capital Company, LLC.
• Hines Securities, Inc.
• Inland Real Estate Investment Corporation
• Insurance Technologies
• INVENT.us
• Invesco
• InvestorCOM Inc.
• iPipeline
• Jackson National Life Insurance Company®
• Kessler Collins PC
• Lincoln Financial Group
• Marshall Dennehey Warner Coleman & Goggin
• Moody's Analytics, Inc.
• Morningstar, Inc.
• National Association of Registered Social Security Analysts
• O'Hagan Meyer
• Oyster Consulting LLC
• Pension Resource Institute & Retirement Law Group
• Practifi
• Preferred Capital Securities
• Prudential Annuities
• Putnam Investments
• Red Oak Compliance Solutions, LLC
• Redi2 Technologies, Inc.
• Redtail Technology
• Riskalyze
• Schwab Asset Management
• Smarsh
• Strategic Capital Fund Management
• Susan Burton Consulting, LLC
• Suzanne Siracuse Consulting
• The Pacific Financial Group
• The Pinnacle Group
• Transamerica Capital, Inc.
• Triton Pacific Securities

MEDIA SPONSORS:
• Advisorpedia
• Haven Tower Group, LLC
• InvestmentNews
• Real Assets Adviser
• ThinkAdvisor
• WealthManagement.com