The Deals and Deal Makers Summit 2018 | ECHELON Partners | 12 September 2018 | Fashion Island Hotel Newport Beach, 690 Newport Center Dr, Newport Beach, CA 92660, US

We are very excited to host the seventh edition of this event, which promises to be even more motivational, creative, and entertaining!

2018 Speakers

Mark Tibergien
CEO, Pershing Advisor Solutions

Megan Carpenter
CEO, FiComm Partners LLC

Rick Dennen
Founder, President, and CEO, Oak Street Funding

Dan Seivert
CEO, ECHELON Partners

Bill Willis
President, Willis Consulting

Jeff Bischoff
President, Old Greenwich Consultants

Carolyn Armitage
Managing Director, ECHELON Partners

Gabe Garcia
Managing Director, Pershing Advisor Solutions

Dustin Mangone
Director of Investment Advisor Services, PPC Loan

Kathy Freeman
President, Kathy Freeman & Co.

Mike Wunderli
Managing Director, ECHELON Partners

Larissa Sonnen
Co-Founder & COO, PFI Advisors

Brett Mulder
Associate, ECHELON Partners

Tony Parkin
Vice President, Charles Schwab

David Mainzer
Partner, Cohen/Mainzer LLP

Bill Van Law
Former President of Investment Advisors Division, Raymond James

Jason Roberts
CEO, Pension Resource Institute

Doug Johnson
Snr. Consultant, The Ensemble Practice

Mark Bruno
Publisher, InvestmentNews

Greg Gessert
Vice President, LPL Financial

Mike McGinley
General Manager, Live Oak Bank

Ben Harrison
Managing Director, Pershing Advisor Solutions

Patrick Burns Jr
Owner, The Law Offices of Patrick Burns

Jeremy Holly
Senior Vice President, LPL Financial

Anders Jones
CEO, Facet Wealth

Meb Faber
Co-founder, CEO & CIO, Cambria Investments

2018 Partners

• Pershing Advisor Solutions
• Vanguard
• PPC Loan
• PIMCO
• Dimensional Fund Advisors
• Raymond James
• Live Oak Bank
• RIA Valuations
• TD Ameritrade
• Oak Street Funding
• RIA M&A Deal Report
• Folio Dynamix
• RIABiz
• Lord Abbett
• Albers & Associates Consulting
• PFI Advisors
• Spolin Cohen & Mainzer
• Laserfiche
• GPB+
• Willis Consulting
• Investment News
• Nexus Strategy
• Fi Comm
• Wealth Management