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Make it stand out Richard Riva Partner Wealth Management Solutions https://www.portfoliosummitsriaevent.com/robert-castillo daily 0.75 2022-11-16 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/765ff215-ba3f-4367-991f-8e76350ae9a2/Retail+Headshot+Resize+Agenda+%281%29.png Robert Castillo - Make it stand out Robert Castillo Senior Wealth Advisor Gerber Kawasaki Wealth & Investment Management https://www.portfoliosummitsriaevent.com/simone-devenny daily 0.75 2022-11-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f7c63af5-ef38-45ce-abbf-677b22866ed1/Simone+Devenny.png Simone Devenny - Make it stand out Simone Devenny Regional Vice President and Financial Advisor, Partner Programs Wealth Enhancement Group https://www.portfoliosummitsriaevent.com/stephen-biggs daily 0.75 2022-11-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/da8da5f3-c087-4a60-9e88-ae05bd530443/Stephen+Biggs.png Stephen Biggs - Make it stand out Stephen Biggs Managing Director, Head of Alternative Investments The Mather Group https://www.portfoliosummitsriaevent.com/william-huston daily 0.75 2022-11-17 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/dd5420a9-3dd6-4d88-aafa-2cfc57dcaa40/William+Huston.png William Huston - 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Make it stand out Eric Knauss, CFA President, Chief Investment Officer Proteus https://www.portfoliosummitsriaevent.com/josh-vail daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ff8aed29-748d-4acf-9685-311b897c6847/Headshots+Resized+for+Event+Agenda++%284%29.png Josh Vail - Make it stand out Josh Vail Managing Director Hamilton Lane https://www.portfoliosummitsriaevent.com/jason-kjellson daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/cda9d9e1-265c-4395-a9a0-60a8e9faaf6e/Headshots+Resized+for+Event+Agenda++%283%29.png Jason Kjellson - Make it stand out Jason Kjellson Executive Vice President Versity Invest https://www.portfoliosummitsriaevent.com/laine-schoneberger daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/067ed09d-9564-4c97-b463-0371046168df/Headshots+Resized+for+Event+Agenda++%285%29.png Laine Schoneberger - Make it stand out Laine Schoneberger Chief Investment Officer, Managing Partner Yrefy https://www.portfoliosummitsriaevent.com/tod-trabocco daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e62563cb-951d-4218-9bbb-84ade86c3c36/Headshots+Resized+for+Event+Agenda+.png Tod Trabocco - Make it stand out Tod Trabocco, CFA Managing Director, Private Credit Strategist Aksia https://www.portfoliosummitsriaevent.com/tom-westhoff daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e5b38a0e-ec31-42f2-abe8-41aa5c3e76b9/Headshots+Resized+for+Event+Agenda++%289%29.png Tom Westhoff - Make it stand out Tom Westhoff Vice President, Sales Practifi https://www.portfoliosummitsriaevent.com/antonia-burchman daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/200d2ec6-c8c5-43eb-99cb-cc3e56c1460d/Headshots+Resized+for+Event+Agenda++%2810%29.png Antonia Burchman - Make it stand out Antonia Burchman Director of Growth Miracle Mile https://www.portfoliosummitsriaevent.com/benjamin-lau-cfa daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9829ef05-f5b3-4f8a-94d4-aa8502517551/Headshots+Resized+for+Event+Agenda++%2811%29.png Benjamin Lau, CFA - Make it stand out Benjamin Lau, CFA Chief Investment Officer, Principal Apriem Advisors https://www.portfoliosummitsriaevent.com/bradford-hixson daily 0.75 2023-05-24 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c5e2ecac-ac26-44d5-8716-b0c799339209/Headshots+Resized+for+Event+Agenda++%2812%29.png Bradford Hixson - Make it stand out Bradford Hixson Managing Director, Mergers & Acquisitions Lido Advisors https://www.portfoliosummitsriaevent.com/carl-ludwigson-cfa-cqf daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/56eebf35-3ebd-4c91-b710-c587cae505b7/Headshots+Resized+for+Event+Agenda++%2813%29.png Carl Ludwigson, CFA, CQF - Make it stand out Carl Ludwigson, CFA, CQF Managing Director Bel Air Investment Advisors https://www.portfoliosummitsriaevent.com/casey-clure-cfp daily 0.75 2023-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b7266e60-82d4-4964-9904-fc36bfe8f45d/Headshots+Resized+Portfolio+%232+%283%29.png Casey Clure, CFP - Make it stand out Casey Clure, CFP Senior Director, Wealth Management Choreo Advisors https://www.portfoliosummitsriaevent.com/christopher-toumajian-cpa daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e88c274a-852e-424b-9e5f-506a5069eb46/Headshots+Resized+for+Event+Agenda++%2815%29.png Christopher Toumajian, CPA - Make it stand out Christopher Toumajian, CPA Chief Financial Officer EP Wealth Advisors https://www.portfoliosummitsriaevent.com/david-goerz daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4226a8a9-d420-4f82-95f8-d9076f8faf11/Headshots+Resized+for+Event+Agenda++%2817%29.png David Goerz - Make it stand out David Goerz Chief Executive Officer & Chief Investment Officer Strategic Frontier Management https://www.portfoliosummitsriaevent.com/dryden-pence daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/54aefe76-d636-47b3-b87a-46a663b4d93c/Headshots+Resized+for+Event+Agenda++%2820%29.png Dryden Pence - Make it stand out Dryden Pence Chief Investment Officer Pence Wealth Management https://www.portfoliosummitsriaevent.com/maurice-rabbenou daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/0585709f-8955-4388-bbc2-3d396aedb2f8/Headshots+Resized+for+Event+Agenda++%286%29.png Maurice Rabbenou - Make it stand out Maurice Rabbenou Senior Vice President, Products & Distribution CAIS https://www.portfoliosummitsriaevent.com/eric-field-cfp-cima daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1b68ada1-541e-4b4d-adee-ac278c9896e1/Headshots+Resized+for+Event+Agenda++%2821%29.png Eric Field, CFP, CIMA - Make it stand out Eric Field, CFP, CIMA Partner, Western Divisional President Steward Partners Global Advisory https://www.portfoliosummitsriaevent.com/erik-ridgley-cfa daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/38332f36-d979-45df-a86c-57e810166d38/Headshots+Resized+for+Event+Agenda++%2822%29.png Erik Ridgley, CFA - Make it stand out Erik Ridgley, CFA Chief Executive Officer, Chief Investment Officer Salem Partners Wealth Management https://www.portfoliosummitsriaevent.com/fernando-reyes-mba-cfp daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4a83486c-2860-4610-8bf7-26478d7b8c1d/Headshots+Resized+for+Event+Agenda++%2823%29.png Fernando Reyes, MBA, CFP - Make it stand out Fernando Reyes, MBA, CFP, ChFC Wealth Advisor EP Wealth Advisors https://www.portfoliosummitsriaevent.com/alyssa-phillips daily 0.75 2023-01-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b792c6b0-29ee-4662-a074-3e9cdec5e63c/Headshots+Resized+for+Event+Agenda++%289%29.png Alyssa Phillips - Make it stand out Alyssa Phillips Vice President of Operations Centura Wealth Advisors https://www.portfoliosummitsriaevent.com/david-perkins daily 0.75 2024-02-09 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f0a4bcdd-d0a7-4105-969a-8a7f52bb8047/S-+David+Perkins.png David Perkins - Make it stand out David Perkins Chief Executive Officer Gondola Partners https://www.portfoliosummitsriaevent.com/greg-marcy daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9aeebc53-fca3-46f6-9abd-7f8b89f8c96f/Greg+Marcy.png Greg Marcy - Make it stand out Greg Marcy Vice President, Alternative Investments Distribution Nuveen https://www.portfoliosummitsriaevent.com/joe-cusick daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fa422437-57ca-4426-aefe-7ac6de8a0387/Joseph+Cusick.png Joe Cusick - Make it stand out Joe Cusick Vice President, Portfolio Specialist Calamos Investments https://www.portfoliosummitsriaevent.com/carol-petrov daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/3e98e496-0893-4fce-a4d9-7d101b0c4d81/Carol+Petrov.png Carol Petrov - Make it stand out Carol Petrov Vice President & Senior Relationship Manager Kendall Capital Management https://www.portfoliosummitsriaevent.com/david-wahlen daily 0.75 2024-02-08 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/bcc36db0-fa2e-4cce-ab97-05d958633b86/David+Wahlen.png David Wahlen - Make it stand out David Wahlen Manager, M&A, Captrust CAPTRUST https://www.portfoliosummitsriaevent.com/elana-fine daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/33e04adb-faf8-40e4-b5d6-63786293ad2a/Joseph+Daigle.png Elana Fine - Make it stand out Elana Fine Chief Executive Officer, VWG Wealth Management A Hightower Company https://www.portfoliosummitsriaevent.com/folashade-abiola-banjac daily 0.75 2023-02-06 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/466b01bd-ffc1-41db-9c02-685549ca8c35/Folashade+Abiola-Banjac.png Folashade Abiola-Banjac - Make it stand out Folashade Abiola-Banjac Principal CLA (CliftonLarsonAllen) https://www.portfoliosummitsriaevent.com/jack-mahoney daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b7dfc903-5789-4279-8f8a-d9b3d1ecf2b5/Elana+Fine.png Jack Mahoney - Make it stand out Jack Mahoney Director, Client Advisor, and Principal Simon Quick Advisors https://www.portfoliosummitsriaevent.com/justin-liberti daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/3e819a6c-0968-435d-b670-0fa4011950d9/N-+Justin+Liberti.png Justin Liberti - Make it stand out Justin Liberti Director and Portfolio Manager Chevy Chase Trust https://www.portfoliosummitsriaevent.com/jt-trimble-cfp daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8b770efe-4a45-4f08-8204-a374f745b803/N-+JT+Trimble%2C+CFP.png JT Trimble, CFP - Make it stand out JT Trimble, CFP Lead Advisor Root Financial Partners https://www.portfoliosummitsriaevent.com/jasmine-lambert daily 0.75 2023-02-06 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/6e83787a-25ed-4e42-97e4-56ca0f970312/Headshots+Resized+for+Event+Agenda+.png Jasmine Lambert - Make it stand out Jasmine Lambert VP, Client Experience & Wealth Advisor Fellows Financial Group https://www.portfoliosummitsriaevent.com/gregory-banasz daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/407e6ec3-4c72-444c-a29d-3ee8b8c47b19/Headshots+Resized+for+Event+Agenda++%281%29.png Gregory Banasz - Make it stand out Gregory Banasz Managing Director, Head of Business Development Steward Partners https://www.portfoliosummitsriaevent.com/allison-felix daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4f20aadf-0405-47e2-9d11-559b3f57c8d6/Headshots+Resized+for+Event+Agenda++%282%29.png Allison Felix - Make it stand out Allison Felix Managing Partner & COO Cassaday & Company https://www.portfoliosummitsriaevent.com/blake-millard daily 0.75 2023-02-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/941e1491-cf27-41f4-a2af-7e944688cbc7/Headshots+Resized+Portfolio+%232.png Blake Millard - Make it stand out Blake Millard Vice President, Director of Investments Sandbox Financial Partners https://www.portfoliosummitsriaevent.com/joe-breslin daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8197d353-7ffc-4cfc-99f4-f1fd0f1cda68/Headshots+Resized+for+Event+Agenda++%283%29.png Joe Breslin - Make it stand out Joe Breslin CFP, Partner Armstrong Dixon https://www.portfoliosummitsriaevent.com/joseph-daigle daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/88b47764-2e7a-4064-9be8-9634dd0e669a/Joseph+Daigle.png Joseph Daigle - Make it stand out Joseph Daigle CEO and Investment Analyst Mallard Financial https://www.portfoliosummitsriaevent.com/joshua-olds daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/6a6a40b3-b142-4453-889b-0f67f3e0d881/Joshua+Olds.png Joshua Olds - Make it stand out Joshua Olds Partner and Portfolio Manager New Potomac Partners https://www.portfoliosummitsriaevent.com/justin-s-liberti daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8094c436-3b91-4423-96b1-460b901d2bc5/Justin+S.+Liberti.png Justin S. Liberti - Make it stand out Justin S. Liberti CMT, Director, Central Portfolio Manager Chevy Chase Trust https://www.portfoliosummitsriaevent.com/marc-cabezas daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4de3c6d3-58bc-431c-a5c8-7ea14412d0a3/N+-+Melissa+Sotudeh.png Melissa Sotudeh - Make it stand out Melissa Sotudeh Managing Director Halpern Financial https://www.portfoliosummitsriaevent.com/mark-ring daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/2074b7fe-a976-4d3f-9de5-7d0745516fce/Mark+Ring.png Mark Ring - Make it stand out Mark Ring Managing Partner, Founding Partner & Wealth Advisor Jacob William Advisory https://www.portfoliosummitsriaevent.com/melissa-sotudeh daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/2922e326-b867-4c38-826b-102aeb742495/N+-+Melissa+Sotudeh.png Melissa Sotudeh - Make it stand out Melissa Sotudeh Managing Director Halpern Financial https://www.portfoliosummitsriaevent.com/mike-bailey daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/5a106484-e02e-481a-b588-9c44cb792f7e/Mike+Bailey.png Mike Bailey - Make it stand out Mike Bailey Director of Research FBB Capital Partners https://www.portfoliosummitsriaevent.com/noreen-miyake-char daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ce83f1dd-99ad-4fcb-b59f-6d08c3bbfab6/Noreen+Miyake-Char.png Noreen Miyake-Char - Make it stand out Noreen Miyake-Char Director of Investment Portfolio Management The Monitor Group https://www.portfoliosummitsriaevent.com/philip-chao daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/78008b2f-1bb7-44cf-889b-6cb4cdae19c7/Philip+Chao.png Philip Chao - Make it stand out Philip Chao Chief Investment Officer Experiential Wealth https://www.portfoliosummitsriaevent.com/rachael-decosta daily 0.75 2023-02-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/95a64290-049c-4352-9585-1c4e55b09263/Headshots+Resized+for+Event+Agenda++%286%29.png Rachael DeCosta - Make it stand out Rachael DeCosta, CDFA Vice President & Wealth Advisor Sandbox Financial Partners https://www.portfoliosummitsriaevent.com/sarah-mouser daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/10c6b332-7d66-4515-8e62-0bdc22cc1860/N-+Sarah+Mouser.png Sarah Mouser - Make it stand out Sarah Mouser Director of Financial Planning Cassaday & Company https://www.portfoliosummitsriaevent.com/sarah-baker daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c59fa19c-0864-41e5-babd-1e79fe769030/Sarah+Baker.png Sarah Baker - Make it stand out Sarah Baker Senior Financial Planner The Mason Companies https://www.portfoliosummitsriaevent.com/scott-puritz daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/23a55528-2310-4f57-918e-59a4f1a0ffe2/Scott+Puritz.png Scott Puritz - Make it stand out Scott Puritz Managing Director and Investment Committee Member Rebalance https://www.portfoliosummitsriaevent.com/shellie-peters daily 0.75 2023-02-03 https://www.portfoliosummitsriaevent.com/sid-nadkarni daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/0af69cbc-7058-49c3-ba24-b93204c18545/Headshots+Resized+for+Event+Agenda++%287%29.png Sid Nadkarni - Make it stand out Sid Nadkarni Chief Investment Officer Bitterroot Capital Advisors https://www.portfoliosummitsriaevent.com/steve-collins daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/769aeb5e-8fc6-48fe-861a-ec53e02d8748/Steve+Collins.png Steve Collins - Make it stand out Steve Collins Wealth Advisor XML Financial Group https://www.portfoliosummitsriaevent.com/svetlana-loshakov daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/79b79c23-cb9a-4ca6-a43f-819366e64669/N+-+Svetlana+Loshakov.png Svetlana Loshakov - Make it stand out Svetlana Loshakov Head of Investments and Senior Managing Director Clearstead https://www.portfoliosummitsriaevent.com/terri-kallsen daily 0.75 2023-02-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fc5201a2-14c7-49c3-a71d-0e6dbde50f47/Headshots+Resized+Portfolio+%232.png Terri Kallsen - Make it stand out Terri Kallsen Chief Operating Officer Wealth Enhancement Group https://www.portfoliosummitsriaevent.com/timothy-calkins daily 0.75 2023-02-03 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/eed2f417-321e-4623-a490-8640abc71566/Timothy+Calkins.png Timothy Calkins - Make it stand out Timothy Calkins Co-Chief Investment Officer Nottingham Advisors https://www.portfoliosummitsriaevent.com/mark-avallone daily 0.75 2024-02-13 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/17632591-feec-4ff6-b65e-a095ea8cf7e4/DC+RIA+Headshots.png Mark Avallone - Make it stand out Mark Avallone CFP, Chief Investment Officer Potomac Wealth Advisors https://www.portfoliosummitsriaevent.com/ashley-ruder daily 0.75 2023-02-06 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/3be489c3-f64f-4d1d-8c93-965943ca5c78/Headshots+Resized+for+Event+Agenda+.png Ashley Ruder - Make it stand out Ashley Ruder COO Hightower Advisors https://www.portfoliosummitsriaevent.com/dan-dooley daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8a298847-48cc-4321-b38f-6a83fb9304b6/Dan+Dooley.png Dan Dooley - Make it stand out Dan Dooley Managing Director - Investments Coastal Ridge Real Estate Partners https://www.portfoliosummitsriaevent.com/ed-condon daily 0.75 2023-03-15 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/354b9fd4-c2a9-433b-8119-c4667be67689/Ed+Condon.png Ed Condon - Make it stand out Ed Condon Head of Marketplace Sales Halo Investing https://www.portfoliosummitsriaevent.com/john-dooley daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/380c017a-9a40-472e-b121-853f32831865/John+Dooley.png John Dooley - Make it stand out John Dooley Vice President Barclays https://www.portfoliosummitsriaevent.com/john-maddux daily 0.75 2023-03-20 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/a66819ad-35ac-45b8-81cf-01feef7001cd/John+Maddux.png John Maddux - Make it stand out John Maddux Chief Executive Officer Sunstone Properties Trust https://www.portfoliosummitsriaevent.com/ben-altman daily 0.75 2023-03-20 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ac253cdb-a4ef-4b42-8b3b-d6cee1a9becd/Ben+Altman.png Ben Altman - Make it stand out Ben Altman CEO and Chief Investment Officer Altman Advisors https://www.portfoliosummitsriaevent.com/christopher-horvath daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/79968770-0fd4-4b3c-aff4-5cbe45937ed4/Christopher+Horvath.png Christopher Horvath - Make it stand out Christopher Horvath Managing Director Taiber Kosmala and Associates https://www.portfoliosummitsriaevent.com/jack-ablin daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8d76cbd0-1ca4-473e-b264-2e384c08aa23/Jack+Ablin.png Jack Ablin - Make it stand out Jack Ablin Founding Partner and Chief Investment Officer Cresset Capital https://www.portfoliosummitsriaevent.com/james-langer daily 0.75 2023-03-20 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9a9db17b-6cda-4636-b0c9-834c3d14356b/Headshots+Resized+for+Event+Agenda++%283%29.png James Langer - Make it stand out James Langer, CFA Chief Investment Officer Redmont Wealth Advisors https://www.portfoliosummitsriaevent.com/jana-gregorek daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/108a6541-80d3-4327-99ab-7d119c66a4b2/Jana+Gregorek.png Jana Gregorek - Make it stand out Jana Gregorek, CLU, ChFC, MBA Chief Growth Officer Visionary Wealth Advisors https://www.portfoliosummitsriaevent.com/jason-geisz daily 0.75 2023-05-24 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/6538f681-1845-4fee-97b6-81f87e12fe89/Jason+Geisz.png Jason Geisz - 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Make it stand out Michael Furla Managing Director - Head of Fixed Income The Mather Group https://www.portfoliosummitsriaevent.com/nicole-romito daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/0defb73c-12fb-4335-9354-4c17c000176f/Nicole+Romito.png Nicole Romito - Make it stand out Nicole Romito Partner Private Vista https://www.portfoliosummitsriaevent.com/paul-nolte daily 0.75 2023-03-20 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fe962754-e1d2-4443-928b-0b75eb0e15b2/Paul+Nolte.png Paul Nolte - Make it stand out Paul Nolte Senior Wealth Advisor & Market Strategist Murphy & Sylvest https://www.portfoliosummitsriaevent.com/phil-kosmala daily 0.75 2023-03-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ab9fe499-8e8d-4e09-8332-fdebb5f67e6e/Phil+Kosmala.png Phil Kosmala - Make it stand out Phil Kosmala, CFA Managing Partner Taiber, Kosmala and Associates https://www.portfoliosummitsriaevent.com/shana-orczyk-sissel daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4da1b8b6-0b44-4b3f-aee7-b0e08a3e1f6a/Shana+Orczyk+Sissel.png Shana Orczyk Sissel - Make it stand out Shana Orczyk Sissel President & CEO Banrion Capital Management https://www.portfoliosummitsriaevent.com/shari-reiches daily 0.75 2023-03-20 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c0cb81a0-68bf-49e2-8ef6-209d5f18a166/Shari+Reiches.png Shari Reiches - Make it stand out Shari Reiches Founding Principal Rappaport Reiches Capital Management, LLC https://www.portfoliosummitsriaevent.com/steven-dudash daily 0.75 2023-03-15 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/2d14bf22-3175-4147-81cc-7621f218e134/Steven+Dudash.png Steven Dudash - Make it stand out Steven Dudash President and Financial Advisor IHT Wealth Management LLC https://www.portfoliosummitsriaevent.com/yonhee-gordon daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b126216f-f4b4-433f-b6c4-c0dcc53c9dfc/Yonhee+Gordon.png Yonhee Gordon - Make it stand out Yonhee Gordon Principal and COO JMG Financial Group https://www.portfoliosummitsriaevent.com/yussef-gheriani daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/778b30e3-4fa5-42e9-a88a-14f828d69107/Yussef+Gheriani.png Yussef Gheriani - Make it stand out Yussef Gheriani, CIMA Director of Investments IHT Wealth Management LLC https://www.portfoliosummitsriaevent.com/matt-freund daily 0.75 2023-03-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/84063601-e8b6-458f-b979-868d8ae4ca47/Matt+Freund.png Matt Freund - Make it stand out Matt Freund Co-Chief Investment Officer Calamos Investments https://www.portfoliosummitsriaevent.com/sergio-lujan daily 0.75 2023-03-13 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1540d022-ac76-42b5-ae23-2a628f949915/Sergio+Lujan%2C+Senior+Investment+Consultant%2C+Sprott+Asset+Management.png Sergio Lujan - Make it stand out Sergio Lujan Senior Investment Consultant Sprott Asset Management https://www.portfoliosummitsriaevent.com/max-amster daily 0.75 2023-03-22 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ef6b98e7-7ee9-4fcc-af23-4f6f00e5429e/Max+Amster.png Max Amster - Make it stand out Max Amster, CAIA Vice President, Product & Distribution CAIS https://www.portfoliosummitsriaevent.com/tim-brand daily 0.75 2023-03-15 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/0dbc76a7-d7e0-407e-a619-c4f4992c5e74/Headshots+Resized+for+Event+Agenda+.png Tim Brand - Make it stand out Bruce Lavine Chief Executive Officer NightShares https://www.portfoliosummitsriaevent.com/brian-griggs daily 0.75 2024-01-16 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/35398569-f86d-42a2-8889-090981c2c2de/Brian+Griggs.png Brian Griggs - Make it stand out Brian Griggs, CFA Managing Director Portfolio Strategy & Solutions Nuveen https://www.portfoliosummitsriaevent.com/david-norris daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8b9eab7e-1978-44dd-827c-eff2a83fa4a1/David+Norris.png David Norris - Make it stand out David Norris Partner, Head of U.S. Credit TwentyFour Asset Management https://www.portfoliosummitsriaevent.com/ed-coyne daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/5ef6befd-2946-4086-8895-916346abfe20/Ed+Coyne.png Ed Coyne - Make it stand out Ed Coyne Senior Managing Director, Global Sales Sprott Asset Management https://www.portfoliosummitsriaevent.com/george-mahassel daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/206ea41a-ec93-4471-8214-441a624f175b/George+Mahassel.png George Mahassel - Make it stand out George Mahassel Regional Vice President Halo Investing https://www.portfoliosummitsriaevent.com/samuel-jolly daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b92dce4c-2e8f-4156-9064-20e9a66b1018/Samuel+Jolly.png Samuel Jolly - Make it stand out Samuel Jolly Vice President Prospect Capital https://www.portfoliosummitsriaevent.com/sean-dranfield daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/324d8f5f-9fa7-486a-90fb-a0b0a4aa2988/Sean+Dranfield.png Sean Dranfield - Make it stand out Sean Dranfield Chief Executive Officer PT Asset Management https://www.portfoliosummitsriaevent.com/alex-bartholomew daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/2c44b4e5-a483-4c47-a222-c1083bcd1988/Alex+Bartholomew.png Alex Bartholomew - Make it stand out Alex Bartholomew, AIF Senior Vice President Chief Investment Officer Bartholomew & Company https://www.portfoliosummitsriaevent.com/allen-harris daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ad879efc-6866-4f7e-865c-d03b42e9c97b/Allen+Harris.png Allen Harris - Make it stand out Allen Harris Chief Executive Officer Chief Investment Officer Berkshire Money Management https://www.portfoliosummitsriaevent.com/andrew-busa daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e732867b-e1f5-4330-b9ce-a79e69bd1c63/Andrew+Busa.png Andrew Busa - Make it stand out Andrew Busa, MSPFP, CFP, MPAS, CCFC Manager of Financial Planning Adviser Investments https://www.portfoliosummitsriaevent.com/cameron-rahbar daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/32ac53b9-eea6-4148-ac48-791113901bd2/Cameron+Rahbar.png Cameron Rahbar - Make it stand out Cameron Rahbar, CFP Wealth Strategist Anchor Capital Advisors https://www.portfoliosummitsriaevent.com/chuck-failla daily 0.75 2023-05-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/238ad1ea-1ea4-415d-a077-9eb63f9115df/Charles+Failla.png Chuck Failla - Make it stand out Chuck Failla, CFP® Founder, Chief Executive Officer Sovereign Financial Group https://www.portfoliosummitsriaevent.com/david-umstead daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4a641283-a522-4fd4-8efc-5eb399deb258/David+Umstead.png David Umstead - Make it stand out David Umstead, PhD, CFA Managing Principal, Founder Cape Ann Capital https://www.portfoliosummitsriaevent.com/drew-collins daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c1b71b83-6f4b-4fd6-8d85-e4ee96ad348b/Drew+Collins.png Drew Collins - Make it stand out Drew Collins, CFA, MBA Senior Managing Director Magnus Financial Group https://www.portfoliosummitsriaevent.com/elliot-herman daily 0.75 2023-03-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8510016d-fcff-49dd-9d9c-e800c813f9f4/Elliot+Herman.png Elliot Herman - Make it stand out Elliot Herman, CFP, CPA Chief Investment Officer PRW Wealth Management https://www.portfoliosummitsriaevent.com/erik-jefferson daily 0.75 2024-03-18 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/332edc96-79b8-4b81-9e39-fd721329a14b/Erik+Jefferson.png Erik Jefferson - Make it stand out Erik Jefferson Chief Investment Officer Flagship Harbor Advisors https://www.portfoliosummitsriaevent.com/jeff-fuhrman daily 0.75 2023-03-29 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e2c1ca10-1034-4199-9a04-1611537ff6bf/Jeff+Fuhrman.png Jeff Fuhrman - 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Make it stand out Mark Bogar, CFA®, CAIA® Chief Investment Officer Pallas Capital Advisors https://www.portfoliosummitsriaevent.com/matthew-schroeder daily 0.75 2023-03-29 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/12b2ad24-bfa1-4630-84a3-1db9dfc78f7e/Matthew+Schroeder%2C.png Matthew Schroeder - Make it stand out Matthew Schroeder, CFP Director of Financial Planning, Wealth Advisor Great Point Wealth Advisors https://www.portfoliosummitsriaevent.com/max-winthrop daily 0.75 2023-03-29 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9da84462-1bd3-492a-9d5f-0054a50f2af2/Max+Winthrop.png Max Winthrop - Make it stand out Max Winthrop Chief Executive Officer Winthrop Wealth https://www.portfoliosummitsriaevent.com/michael-tucci daily 0.75 2023-03-29 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/482ced9b-a7ef-4947-954e-8befdd0d6f4b/Michael+Tucci.png Michael Tucci - Make it stand out Michael Tucci, CPA, CIMA Chief Executive Officer Lexington Wealth Management https://www.portfoliosummitsriaevent.com/michele-hubley daily 0.75 2024-03-18 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/36d9a202-a5cb-4959-bfca-235b3f5fd73f/Michele+Hubley%2C+IACCP.png Michele Hubley - 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Phillips - Make it stand out Peter R. Phillips, CFA®, CAIA Senior Vice President and Chief Investment Officer Washington Trust Wealth Management https://www.portfoliosummitsriaevent.com/raj-bhattacharyya daily 0.75 2023-03-29 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/81277cc5-cf49-401f-a97f-5a8144602091/Raj+Bhattacharyya.png Raj Bhattacharyya - Make it stand out Raj Bhattacharyya Chief Executive Officer Robertson Stephens https://www.portfoliosummitsriaevent.com/richard-blair daily 0.75 2023-03-29 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b35af730-a385-4211-915d-b3e59d16d49f/Richard+Blair.png Richard Blair - Make it stand out Richard Blair, CFA, CAIA Senior Vice President, Investment Research Shepherd Kaplan Krochuk https://www.portfoliosummitsriaevent.com/richard-byron daily 0.75 2023-03-29 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/bb935182-09cf-4e4b-a6b7-7e0abc06a940/Richard+Byron.png Richard Byron - Make it stand out Richard Byron Chief Operating Officer Wingate Wealth Advisors https://www.portfoliosummitsriaevent.com/zach-murphy daily 0.75 2024-01-16 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/dc108f75-211e-4940-a66a-dd6d06b3eeae/Zach+Murphy.png Zach Murphy - 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Make it stand out Whitney Fitts, CFA Senior Vice President Appleton Partners https://www.portfoliosummitsriaevent.com/brendan-lake daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1eca7c01-4924-456a-9d9b-06ad8001dd79/Brendan+Lake.png Brendan Lake - Make it stand out Brendan Lake Founder, Chief Executive Officer PPB Capital Partners https://www.portfoliosummitsriaevent.com/david-wieland daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c59986a6-d59b-48c7-a35b-aa22b2988363/David+Wieland.png David Wieland - Make it stand out David Wieland Chief Executive Officer Realized Holdings https://www.portfoliosummitsriaevent.com/eric-silverman daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/d2d13628-6eab-416e-960b-13aee276c033/Eric+Silverman.png Eric Silverman - Make it stand out Eric Silverman Managing Partner Eastham Capital https://www.portfoliosummitsriaevent.com/judah-schulman daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/41be6cd9-aa8b-4f1c-a42f-b7edff1f30d0/Judah+Schulman.png Judah Schulman - 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Make it stand out Alex Shapses Partner, Advisor, Head of Planning Services Summit Trail Advisors https://www.portfoliosummitsriaevent.com/alvina-lo daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e1c0cb7a-c77b-471f-8dcf-41a540da3f5a/Alvina+Lo.png Alvina Lo - Make it stand out Alvina Lo Chief Wealth Strategist Wilmington Trust https://www.portfoliosummitsriaevent.com/bill-connor daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/59b3ad78-5e46-45c7-9b22-1fdbf9ac6f31/bill+connor.png Bill Connor - Make it stand out Bill Connor, CFA, CFP® Partner, Wealth Advisory Team BakerAvenue Wealth Management https://www.portfoliosummitsriaevent.com/cameron-rogers daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8f343fe0-3643-4ed5-8052-6646a7b45dc5/Cameron+Rogers.png Cameron Rogers - Make it stand out Cameron Rogers, CFA Private Wealth Advisor Ellevest https://www.portfoliosummitsriaevent.com/connor-darrell daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/bad8220c-ea83-4a2d-a86b-2779f19b5bbd/Connor+Darrell.png Connor Darrell - Make it stand out Connor Darrell, CFA Vice President, Investments Wealthspire Advisors https://www.portfoliosummitsriaevent.com/frank-mckiernan daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/d35f627a-b1b1-4610-938f-cff3f0897f74/Frank+McKiernan.png Frank McKiernan - Make it stand out Frank McKiernan Executive Managing Director Baker Tilly Wealth Management https://www.portfoliosummitsriaevent.com/graeme-campbell daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/256c8225-a1af-440b-baf3-73cc1bbda87d/Graeme+Campbell.png Graeme Campbell - Make it stand out Graeme Campbell, CFP® Managing Director, Wealth Advisor CI Barrett Private Wealth https://www.portfoliosummitsriaevent.com/james-demmert daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e44a7d6b-99ff-43a3-a17d-081d453e6cec/James+Demmert.png James Demmert - Make it stand out James Demmert Founder, Chief Investment Officer Main Street Research https://www.portfoliosummitsriaevent.com/jim-pratt-heaney daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/62cd0821-7c0f-4ccb-b952-3be0aa525839/Jim+Pratt-Heaney.png Jim Pratt-Heaney - Make it stand out Jim Pratt-Heaney, CIMA Founding Partner, Chief Compliance Officer Coastal Bridge Advisors https://www.portfoliosummitsriaevent.com/joshua-reich daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/78087317-bbdc-4bae-b5b8-2d53bf39f023/Joshua+Reich.png Joshua Reich - Make it stand out Joshua Reich, CFP® Business Development Executive Private Advisor Group https://www.portfoliosummitsriaevent.com/kevin-mahn daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c6fe5392-b0c4-4db2-8374-1ad44b5436fb/Kevin+Mahn.png Kevin Mahn - Make it stand out Kevin Mahn President, Chief Investment Officer Hennion & Walsh https://www.portfoliosummitsriaevent.com/lori-van-dusen daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c2c292d0-d4e2-4aaa-93f9-6ec0b2de1364/Lori+Van+Dusen.png Lori Van Dusen - Make it stand out Lori Van Dusen, CIMA CEO, Founder LVW Advisors https://www.portfoliosummitsriaevent.com/michael-bapis daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1254d6d7-d351-4434-b08b-2a30d71d9361/Michael+Bapis.png Michael Bapis - Make it stand out Michael Bapis Managing Director, Private Wealth Advisor, Head of Sports & Entertainment Vios Advisors - Rockefeller Capital Management https://www.portfoliosummitsriaevent.com/michael-goodman daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/20d80d0c-9a56-4770-ae14-49343c475096/Michael+Goodman.png Michael Goodman - Make it stand out Michael Goodman, CPA/PFS, CFP® President Wealthstream Advisors https://www.portfoliosummitsriaevent.com/michael-schwartz daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/688a2172-c043-4af1-b945-65dbbe31b34c/Michael+Schwartz.png Michael Schwartz - Make it stand out Michael Schwartz, CFP®, AEP Chief Executive Officer, President Magnus Financial https://www.portfoliosummitsriaevent.com/patrick-huang daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/a69afa71-095c-411d-9b3d-ee0756d3d5b1/Patrick+Huang.png Patrick Huang - Make it stand out Patrick Huang, CAIA Director of Investments Source Financial Advisors https://www.portfoliosummitsriaevent.com/patrick-mcgowan daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fa3776aa-281a-47b3-838d-615926b24ea8/Patrick+McGowan.png Patrick McGowan - Make it stand out Patrick McGowan Managing Director, Head of Manager Research and Alternative Investments Sanctuary Wealth https://www.portfoliosummitsriaevent.com/robert-calabretta daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/794ca7c1-7af2-43fd-a578-b6ee35c54ac5/Robert+Calabretta.png Robert Calabretta - Make it stand out Robert Calabretta Director of Investments Coastline Wealth Management https://www.portfoliosummitsriaevent.com/stacy-francis daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/cb0ddb45-0e54-4dda-83ea-34815c1d3fd1/Stacy+Francis.png Stacy Francis - Make it stand out Stacy Francis, CFP®, CDFA, CES President, Chief Executive Officer Francis Financial https://www.portfoliosummitsriaevent.com/stefan-ludlow daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/82161b5c-f4dc-4e89-a8fa-a5e0ccaf8da6/Stefan+Ludlow.png Stefan Ludlow - Make it stand out Stefan Ludlow Chief Technology Officer Cerity Partners https://www.portfoliosummitsriaevent.com/stuart-katz daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/d4070f2a-2d13-4c54-a685-a9c2c82b8396/Stuart+Katz.png Stuart Katz - Make it stand out Stuart Katz Chief Investment Officer, Principal Robertson Stephens https://www.portfoliosummitsriaevent.com/ted-katramados daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/59368436-bb4e-4794-9942-d4dc06f234de/Ted+Katramados+%281%29.png Ted Katramados - Make it stand out Ted Katramados Director, Associate Portfolio Manager TAG Associates https://www.portfoliosummitsriaevent.com/vib-arya daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8659c488-bab7-405f-9a58-f60ba88c9448/Vib+Arya.png Vib Arya - Make it stand out Vib Arya Chief Operating Officer Shufro Rose https://www.portfoliosummitsriaevent.com/wayne-yi daily 0.75 2023-04-21 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/dcd1e242-0792-4694-b872-8946c8b2cf38/Wayne+Yi.png Wayne Yi - Make it stand out Wayne Yi, CFA Partner, Chief Investment Officer Simon Quick Advisors https://www.portfoliosummitsriaevent.com/carlos-salas daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1e2e9803-6bee-4b63-845a-2e52568b0e1d/Carlos+Salas.png Carlos Salas - Make it stand out Carlos Salas President xChange https://www.portfoliosummitsriaevent.com/david-manzano daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/a65429d7-20b1-41bf-89a4-219c59eab552/David+Manzano.png David Manzano - Make it stand out David Manzano Managing Director Golub Capital https://www.portfoliosummitsriaevent.com/jason-conley daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/42ab7105-a22d-4ad1-b5c4-3c683fdb0eb7/Jason+Conley.png Jason Conley - Make it stand out Jason Conley Managing Partner Tier 1 Capital Partners https://www.portfoliosummitsriaevent.com/amina-bulman daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/2d8d9976-db61-4cc8-bfb9-65af5516f261/Amina+Bulman.png Amina Bulman - Make it stand out Amina Bulman Chief Brand & Strategy Officer Washington Commanders https://www.portfoliosummitsriaevent.com/aaron-clarke-cfp daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e0b9b1ff-5836-49be-8707-4d15caec1ce7/N-+Aaron+Clarke%2C+CFP.png Aaron Clarke, CFP - Make it stand out Aaron Clarke, CFP Wealth Advisor Heritage Financial https://www.portfoliosummitsriaevent.com/michael-meehan-cfa daily 0.75 2024-03-18 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/54cd7b17-39bd-4829-b4a8-194fa00ccf39/S-+Michael+Meehan.png Michael Meehan, CFA - Make it stand out Michael Meehan, CFA® Managing Director, Portfolio Strategist Nuveen https://www.portfoliosummitsriaevent.com/brittany-cook daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/72964410-531b-405d-870d-2682655d3287/Brittany+Cook.png Brittany Cook - Make it stand out Brittany Cook, JD Managing Director Tiedemann Advisors https://www.portfoliosummitsriaevent.com/chris-mcmahon daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/da9809a9-3eed-43d5-8eed-cf7cce61a657/Chris+McMahon.png Chris McMahon - Make it stand out Chris McMahon, AWMA, ChFC President, Chief Executive Officer MFA Wealth https://www.portfoliosummitsriaevent.com/dennis-morton daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/3a76e30f-5b66-4079-903e-62d4c331c5d8/Dennis+Morton.png Dennis Morton - Make it stand out Dennis Morton, CFP®, CHFC Founder, Principal Morton Brown Family Wealth https://www.portfoliosummitsriaevent.com/jeff-weiand daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/dbc86276-7579-4899-9dad-acf76f4c9a01/Jeff+Weiand.png Jeff Weiand - Make it stand out Jeff Weiand, CFP®, AIF Chief Executive Officer RTD Financial https://www.portfoliosummitsriaevent.com/jennifer-proper daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/119016d9-24a7-48f3-94a0-cd9b57fbc1cb/Jennifer+Proper.png Jennifer Proper - Make it stand out Jennifer Proper, JD Managing Director, Wealth Strategies Pitcairn https://www.portfoliosummitsriaevent.com/jill-steinberg daily 0.75 2023-04-28 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/65342b68-8afa-4387-bb20-1244d6762eb3/Jill+Steinberg.png Jill Steinberg - Make it stand out Jill Steinberg, MBA, CDFA Managing Director, Partner Beacon Pointe Advisors https://www.portfoliosummitsriaevent.com/jon-williams daily 0.75 2023-05-10 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/13a2eba3-9035-4ae0-9f9d-48bf0b25fa6d/Jon+Williams.png Jon Williams + - Make it stand out Jon Williams Partner, Advisor Summit Trail Advisors https://www.portfoliosummitsriaevent.com/luke-lloyd daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/cd742615-037f-49ef-9de6-f6ff52e08e97/Luke+Lloyd.png Luke Lloyd - Make it stand out Luke Lloyd, CRPC Investment Strategist Strategic Wealth Partners https://www.portfoliosummitsriaevent.com/marvin-barron daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/2de39b3c-da3c-4d09-af81-e08db82ce1d2/Marvin+Barron.png Marvin Barron - Make it stand out Marvin Barron, CFP® Research Director TGS Financial Advisors https://www.portfoliosummitsriaevent.com/michael-crook daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f9b4472d-2560-48c8-bc2e-f0d4bd689d7b/Michael+Crook+%281%29.png Michael Crook - Make it stand out Michael Crook, CAIA Chief Investment Officer Mill Creek Capital Advisors https://www.portfoliosummitsriaevent.com/michael-pidhirskyj daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/d7d4292a-6744-4fc5-a5f7-c061f72b258e/Michael+Pidhirskyj.png Michael Pidhirskyj - Make it stand out Michael Pidhirskyj, CFA Director of Fixed Income Pitcairn https://www.portfoliosummitsriaevent.com/michael-rosen daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f549b1e6-e269-4da0-8f50-329d87d7e959/Michael+Rosen.png Michael Rosen - Make it stand out Michael Rosen Chief Investment Officer Northstar Advisory Group https://www.portfoliosummitsriaevent.com/michael-sanders daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/16bd02b1-9dda-4bc7-822d-ad097f6abdcf/Michael+Sanders.png Michael Sanders - Make it stand out Michael Sanders Chief Investment Officer 5C Capital Management https://www.portfoliosummitsriaevent.com/nicholas-boyer daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/7dd1ba76-7c12-471d-9fb7-54fa9068849a/Nicholas+Boyer.png Nicholas Boyer + - Make it stand out Nicholas Boyer Chief Investment Officer RKL Wealth Management https://www.portfoliosummitsriaevent.com/patrick-runyen daily 0.75 2023-05-08 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/bb790ab9-1f5c-4a78-aafa-db953ba1bcb6/Patrick+Runyen.png Patrick Runyen - Make it stand out Patrick Runyen, CPA/PFS, CFP® Principal, Wealth Manager Modera Wealth Management https://www.portfoliosummitsriaevent.com/rory-ohara daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4b971c10-fb22-40ab-a93d-dc60086be2fe/Rory+O%E2%80%99Hara.png Rory O’Hara - Make it stand out Rory O’Hara, CFP®, CRPC Founder, Senior Managing Partner Ausperity Private Wealth https://www.portfoliosummitsriaevent.com/sharon-hayut daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c701bcf4-2e23-48be-9454-679d56160622/Sharon+Hayut.png Sharon Hayut - Make it stand out Sharon Hayut, CFP®, CDFA Senior Managing Director Magnus Financial Group https://www.portfoliosummitsriaevent.com/sheryl-kucer daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fd25a690-b6a9-48b1-8cca-56b3e8b6b2aa/Sheryl+Kucer.png Sheryl Kucer - Make it stand out Sheryl Kucer, CFP® Chief Operating Officer Veris Wealth Partners https://www.portfoliosummitsriaevent.com/todd-wickwire daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/191bc443-aed2-4289-9d05-8100ccd343cd/Todd+Wickwire.png Todd Wickwire - Make it stand out Todd Wickwire Chief Executive Officer WMS Partners https://www.portfoliosummitsriaevent.com/d-tyler-vernon daily 0.75 2023-05-02 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9f947a7d-366d-422b-841f-bafad104f466/Tyler+Vernon+Dr.png D. Tyler Vernon - Make it stand out D. Tyler Vernon, CBEC Regional Director, Partner Merit Financial Advisors https://www.portfoliosummitsriaevent.com/jared-buell daily 0.75 2023-05-31 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/6d51a634-01cd-44c4-a97b-2f5e15b35f0e/S+-+Jared+Buell.png Jared Buell - Make it stand out Jared Buell Head of Intermediary Distribution TwentyFour Asset Management https://www.portfoliosummitsriaevent.com/kadi-simile daily 0.75 2023-05-31 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/894fd7a9-7f9c-46e7-9068-61e7232d68de/S+-+Kadi+Simile.png Kadi Simile - Make it stand out Kadi Simile Vice President, Structured Solutions CAIS https://www.portfoliosummitsriaevent.com/christopher-behrens daily 0.75 2023-05-24 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/079bd818-4e2f-46aa-9e7b-9f631bcfa529/N+-+Christopher+Behrens.png Christopher Behrens - Make it stand out Christopher Behrens Chief Executive Officer The Mather Group https://www.portfoliosummitsriaevent.com/geoffrey-hulme daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/3f751402-fdce-4c28-b27c-ac1816103ec3/N+-+Geoffrey+Hulme.png Geoffrey Hulme - Make it stand out Geoffrey Hulme Chief Investment Officer Gerber https://www.portfoliosummitsriaevent.com/jack-cooper daily 0.75 2023-05-24 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f28f0688-6dd9-4535-8383-d1b7737816ad/N+-+Jack+Cooper.png Jack Cooper - Make it stand out Jack Cooper Director, Mergers & Acquisitions Beacon Pointe Advisors https://www.portfoliosummitsriaevent.com/jim-spreng daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/619335b4-0ed8-4f70-ba20-351f23022fe8/N+-+Jim+Spreng.png Jim Spreng - Make it stand out Jim Spreng Owner Spreng Capital Management https://www.portfoliosummitsriaevent.com/scott-thomas-1 daily 0.75 2023-05-24 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/a5f41c75-deb6-4842-be89-099b9d0b2a0f/N+-+Scott+Thomas.png Scott Thomas - Make it stand out Scott Thomas Chief Investment Officer TCP Asset Management https://www.portfoliosummitsriaevent.com/woodrow-h-uible daily 0.75 2023-05-24 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/d542fdd9-2428-44b4-b6de-1540da54509c/N+-+Woodrow+H.+Uible.png Woodrow H. Uible - Make it stand out Woodrow H. Uible Wealth Advisor, Principal Bartlett Wealth Management https://www.portfoliosummitsriaevent.com/todd-speed daily 0.75 2023-05-31 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ab17b64b-b3d4-4f00-be54-8df275b03b32/S+-+Todd+Speed.png Todd Speed - Make it stand out Todd Speed, CFA Senior Vice President, Portfolio Specialist Calamos Investments https://www.portfoliosummitsriaevent.com/alex-durbin daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e884c0f7-d3f3-4d4b-b21e-83bd12b2a078/N+-+Alex+Durbin.png Alex Durbin - Make it stand out Alex Durbin CFA Portfolio Manager The Joseph Group https://www.portfoliosummitsriaevent.com/andrea-ernst daily 0.75 2023-05-31 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/0aba0e5a-fb3b-4465-b1ed-506ceddf462e/N+-+Andrea+Ernst.png Andrea Ernst - Make it stand out Andrea Ernst Portfolio Manager Johnson Investment Counsel https://www.portfoliosummitsriaevent.com/david-currier daily 0.75 2023-05-31 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e7c09b28-ac22-4880-b166-2077d52bd671/N+-+David+Currier.png David Currier - Make it stand out David Currier, CFA, CFP Wealth Advisor Mercer Advisors https://www.portfoliosummitsriaevent.com/leah-foxx daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/3c72f765-411b-40ff-b0a3-3f40ca9154cc/N+-+Leah+Foxx.png Leah Foxx - Make it stand out Leah Foxx Responsible Investing Analyst 1919 Investment Counsel https://www.portfoliosummitsriaevent.com/lisa-bush daily 0.75 2023-05-31 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4359223e-9c28-4aca-ae77-058028d77702/N+-+Lisa+Bush.png Lisa Bush - Make it stand out Lisa Bush Vice President & Wealth Advisor Alluvial Wealth https://www.portfoliosummitsriaevent.com/peter-klingelhofer daily 0.75 2023-05-31 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/05550eea-5910-4f44-9fd0-29cc77e079dd/N+-+Peter+Klingelhofer.png Peter Klingelhofer - Make it stand out Peter Klingelhofer Managing Director, Investment Management Hamilton Capital Management https://www.portfoliosummitsriaevent.com/danny-zaid daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/899be9ba-fa87-4b4a-9001-82d35edcbbb6/S+-+Danny+Zaid.png Danny Zaid - Make it stand out Danny Zaid Portfolio Manager TwentyFour Asset Management https://www.portfoliosummitsriaevent.com/john-klopp daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/c74c9430-a068-413b-aa8f-ba1535b780c0/John+Klopp.png John Klopp - Make it stand out John Klopp CEO & Portfolio Manager Klopp Investment Management https://www.portfoliosummitsriaevent.com/vince-curtin daily 0.75 2023-06-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/7cf0c7cb-77c3-464d-a6b4-cd035d192bd5/N+-+Vince+Curtin.png Vince Curtin - Make it stand out Vince Curtin Managing Director, M&A and Corporate Development The Mather Group https://www.portfoliosummitsriaevent.com/adam-morgan daily 0.75 2023-06-14 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f8fccce9-aaf2-4de5-a02d-dff7ec53a1e3/N+-+Adam+Morgan%2C+CFA%2C+CMT%2C+Chief+Investment+Officer%2C+Armor+Investment+Advisors.png Adam Morgan - Make it stand out Adam Morgan, CFA, CMT Chief Investment Officer Armor Investment Advisors https://www.portfoliosummitsriaevent.com/allen-gillespie daily 0.75 2023-06-16 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/d3864e75-b7c7-41cc-a316-9420479ede70/N+-+Allen+Gillespie%2C+CFA%2C+Chief+Investment+Officer%2C+FinTrust+Capital+Advisors.png Allen Gillespie - 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Make it stand out Tim Mitrovich Chief Executive Officer, Chief Investment Officer TEN Capital Wealth Advisors https://www.portfoliosummitsriaevent.com/meghan-hayes daily 0.75 2023-11-06 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ff49db8c-f0c1-45a4-ae38-354854c0139c/Meghan+Hayes.png Meghan Hayes - Make it stand out Meghan Hayes Regional Vice President Halo Investing https://www.portfoliosummitsriaevent.com/katrina-schmaltz daily 0.75 2023-11-06 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/889352f6-78b7-4a9a-ac90-27fa037f2737/Katrina+Schmaltz%2C+CFA%2C+CPA.png Katrina Schmaltz - Make it stand out Katrina Schmaltz, CFA, CPA Managing Director, Portfolio Strategist Nuveen https://www.portfoliosummitsriaevent.com/joe-dennison daily 0.75 2023-11-06 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fed565d5-a78c-4ee7-b930-08480e4544f6/Joe+Dennison%2C+CFA.png Joe Dennison - Make it stand out Joe Dennison, CFA Principal, Portfolio Manager Zevenbergen Capital Investments https://www.portfoliosummitsriaevent.com/erik-ogard daily 0.75 2023-11-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/97124fec-a80a-40d0-91ab-cfa4539b6603/Erik+Ogard+%281%29.png Erik Ogard - 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Make it stand out Paula Campbell Roberts Chief Investment Strategist - Private Wealth KKR https://www.portfoliosummitsriaevent.com/mike-nixon daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/0959ada1-2554-4d32-bcaa-c48acb1c47e8/Mike+Nixon%2C+Partner+%26+Managing+Director%2C+Sundance+Bay.png Mike Nixon - Make it stand out Mike Nixon Partner & Managing Director Sundance Bay https://www.portfoliosummitsriaevent.com/blerina-hysi daily 0.75 2023-12-04 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/0246aa83-99d0-4965-a497-de00f0af4a8e/Blerina+Hysi%2C+Director%2C+Fixed+Income%2C+Buckingham+Wealth+Partners.png Blerina Hysi - Make it stand out Blerina Hysi Director, Fixed Income Buckingham Wealth Partners https://www.portfoliosummitsriaevent.com/brett-orvieto daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b0d32c39-dc97-4416-b68c-45f37204dbcf/Brett+Orvieto.png Brett Orvieto - Make it stand out Brett Orvieto Managing Director, Senior Wealth Advisor Dakota Wealth Management https://www.portfoliosummitsriaevent.com/cary-carbonaro daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9c690861-9fba-4a69-acb9-809a3ef21c52/Cary+Carbonaro%2C+SVP+%26+Director+of+Women+and+Wealth%2C+Advisors+Capital+Management.png Cary Carbonaro - Make it stand out Cary Carbonaro SVP & Director of Women and Wealth Advisors Capital Management https://www.portfoliosummitsriaevent.com/kenny-polcari daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9d501783-f24b-4683-b5f9-4daade7f9e0c/Dennis+Harkin%2C+Senior+Portfolio+Advisor%2C+Partner%2C+Chief+Data+Officer%2C+SlateStone+Wealth.png Kenny Polcari - Make it stand out Kenny Polcari Senior Market Strategist, Consultant SlateStone Wealth https://www.portfoliosummitsriaevent.com/johnny-gibson daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/012b5b65-0272-462f-9818-318653658eca/Johnny+Gibson%2C+Managing+Director+%26+Chief+Investment+Officer%2C+Haven+Private.png Johnny Gibson - Make it stand out Johnny Gibson Managing Director & Chief Investment Officer Haven Private https://www.portfoliosummitsriaevent.com/michael-s-schiff-jd daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/5411ac73-0176-4cdc-b33b-5895fb614993/Michael+S.+Schiff%2C+J.D.%2C+Managing+Director%2C+Klingenstein+Fields+Advisors.png Michael S. Schiff, J.D. - Make it stand out Michael S. Schiff, J.D. Managing Director Klingenstein Fields Advisors https://www.portfoliosummitsriaevent.com/sandra-nesbit daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b821ab06-0eb6-4ef1-916b-0342aa5ce7bb/Sandra+Nesbit%2C+CEO+-+Managing+Director%2C+Noble+Family+Wealth.png Sandra Nesbit - Make it stand out Sandra Nesbit CEO - Managing Director Noble Family Wealth https://www.portfoliosummitsriaevent.com/oksana-poznak daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ef7c30c7-3e9b-43de-8c51-7282802bea1d/Oksana+Poznak.png Oksana Poznak - Make it stand out Oksana Poznak Director, Strategic Partnerships Sanctuary Wealth https://www.portfoliosummitsriaevent.com/sander-read daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/956d1105-5148-4f3b-99aa-8dd931a3e58b/Sander+Read.png Sander Read - Make it stand out Sander Read Chief Investment Officer Lyons Wealth Management https://www.portfoliosummitsriaevent.com/thomas-ruggie daily 0.75 2023-12-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1d3a4a56-36b0-4847-8f84-5cf2bfc7f1f4/FL+LP+2023+Resized+Headshots+%285%29.png Thomas Ruggie - Make it stand out Thomas Ruggie Founder and CEO Destiny Family Office https://www.portfoliosummitsriaevent.com/cesar-murillo daily 0.75 2023-12-01 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e2e84a2f-9c78-4099-be90-c99078d29c73/Cesar+Murillo+%282%29.png Cesar Murillo - Make it stand out Cesar Murillo CEO Emergent Global Investments https://www.portfoliosummitsriaevent.com/chris-grizzard-cfa-caia daily 0.75 2023-12-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4c3218f8-b152-4274-8ee7-e42c2b6a1f56/FL+LP+2023+Resized+Headshots+%283%29.png Chris Grizzard, CFA, CAIA - Make it stand out Chris Grizzard, CFA, CAIA Director Bayshore Capital https://www.portfoliosummitsriaevent.com/chris-morgan-cfa-cfp-cap daily 0.75 2023-12-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1a77b58d-0229-4bd1-acdb-a0e5252fcb04/FL+LP+2023+Resized+Headshots+%284%29.png Chris Morgan, CFA, CFP®, CAP - Make it stand out Chris Morgan, CFA, CFP®, CAP Vice President & Senior Investment Officer Members Trust Company https://www.portfoliosummitsriaevent.com/dennis-harkin daily 0.75 2023-12-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/7868556a-d812-4b5f-a905-a3428e0d5e29/FL+LP+2023+Resized+Headshots+%281%29.png Dennis Harkin - Make it stand out Dennis Harkin Senior Portfolio Advisor, Partner, Chief Data Officer SlateStone Wealth https://www.portfoliosummitsriaevent.com/rick-simonetti daily 0.75 2023-12-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/cc5b0c60-bbc6-4060-b723-45c5a0c0fcb2/FL+LP+2023+Resized+Headshots.png Rick Simonetti - Make it stand out Rick Simonetti Founding Partner, CEO, Head of Wealth Planning Fidelis Capital https://www.portfoliosummitsriaevent.com/scott-lamb daily 0.75 2024-01-16 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/55d8c176-4103-45cb-97f1-ed7f9bbf4d80/scott+lamb+%281%29.jpeg Scott Lamb - Make it stand out Scott Lamb VP of Business Development Allworth Financial https://www.portfoliosummitsriaevent.com/richard-ward daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/dd3bd308-a656-448e-9625-049dd6cdc7b6/Richard+Ward.png Richard Ward - Make it stand out Richard Ward CIO Curated Wealth Partners https://www.portfoliosummitsriaevent.com/rene-nourse daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/7d1c4f4c-8f0a-48c5-93f3-11da0c106e92/Rene+Nourse.png Rene Nourse - 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Make it stand out Indya Yuill Managing Director, Partner Beacon Pointe Advisors https://www.portfoliosummitsriaevent.com/erin-voisin daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8f8a0a27-1634-46a5-b198-6fa6a8576d00/Erin+Voisin.png Erin Voisin - Make it stand out Erin Voisin Managing Director ‑ Wealth Management Services, Partner EP Wealth Advisors https://www.portfoliosummitsriaevent.com/dimitri-krikelas daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f8cbcb46-2d88-4791-a759-332c1833c9c4/Dimitri+Krikelas.png Dimitri Krikelas - Make it stand out Dimitri Krikelas CIO Westmount https://www.portfoliosummitsriaevent.com/deborah-harrington daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ab198930-5f4f-4f5f-9b44-04c69fb07c9f/Deborah+Harrington+%282%29.png Deborah Harrington - Make it stand out Deborah Harrington, MBA Director Baker Tilly Wealth Management https://www.portfoliosummitsriaevent.com/brett-sifling-cfp daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/6ed6e529-04d2-4238-a51e-c073533d2093/Brett+Sifling%2C+CFP.png Brett Sifling, CFP - Make it stand out Brett Sifling, CFP Director & Investment Advisor Representative Gerber Kawasaki https://www.portfoliosummitsriaevent.com/tom-noble daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/6bccaf03-6b8f-4735-8a77-63fd990defa3/Tom+Noble.png Tom Noble - Make it stand out Tom Noble Senior Vice President and COO Archway Capital https://www.portfoliosummitsriaevent.com/tom-noble-1 daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fe9ab953-ee52-4602-9c22-dd4abf5d041d/Ryan+DeLissio.png Ryan DeLissio - Make it stand out Ryan DeLissio, CIMA® Head of Business Development W Financial https://www.portfoliosummitsriaevent.com/patrick-wolfe daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/64514298-f9a6-4f34-8eb0-f982d0692991/Patrick+Wolfe.png Patrick Wolfe - Make it stand out Patrick Wolfe Managing Director BlackRock https://www.portfoliosummitsriaevent.com/michael-messinger daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/1e5548be-3dd6-4c01-b033-be35c07aadce/Michael+Messinger.png Michael Messinger - Make it stand out Michael Messinger Managing Partner, Portfolio Manager Redwood Investment Management https://www.portfoliosummitsriaevent.com/michael-messinger-1 daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/09c3a562-d581-469c-b09b-7bf0f96b2b6b/Daniel+Ong%2C+CFA.png Daniel Ong, CFA - Make it stand out Daniel Ong, CFA Senior Portfolio Manager Avantis Investors https://www.portfoliosummitsriaevent.com/brian-murphy daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/19ec1af7-6c81-4d1c-af82-a3fbf2e02dc3/Brian+Murphy.png Brian Murphy - Make it stand out Brian Murphy Portfolio Manager, Co-Chief Investment Officer First Trust Portfolios https://www.portfoliosummitsriaevent.com/brett-lipman daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e54246e2-cdd0-4cf1-ab28-6d9cf40d2d82/Brett+Lipman.png Brett Lipman - Make it stand out Brett Lipman CEO, Managing Partner Preylock https://www.portfoliosummitsriaevent.com/barry-martin-cfa daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/4ce39f56-2b5e-4c70-a9ad-ca6a38ab7f53/Barry+Martin%2C+CFA.png Barry Martin, CFA (Copy) - Make it stand out Barry Martin, CFA Portfolio Manager Shelton Capital https://www.portfoliosummitsriaevent.com/chris-sloan daily 0.75 2024-01-16 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ddf1c3a2-ad31-46d8-a605-3d4f4debb44d/Chris+Sloan.png Chris Sloan - Make it stand out Chris Sloan Director of Capital Markets Pender Capital https://www.portfoliosummitsriaevent.com/katie-mcglynn daily 0.75 2024-01-11 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/09902da8-843c-4e81-9a0c-74936b423937/Katie+Blackrock+%281%29.jpg Katie McGlynn - Make it stand out Katie McGlynn Director BlackRock https://www.portfoliosummitsriaevent.com/daniel-yasharel daily 0.75 2024-01-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e1e54edc-04fa-45a6-8bf2-afe69671a1e4/Daniel+Yasharel.png Daniel Yasharel - Make it stand out Daniel Yasharel Senior Partner, Wealth Manager NWF Advisory https://www.portfoliosummitsriaevent.com/james-falbe daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/67b1d9bf-510c-4d97-9373-ae26dc3ea172/James+Falbe.jpg James Falbe - Make it stand out James Falbe Managing Principal, Portfolio Manager Saguaro Capital Management https://www.portfoliosummitsriaevent.com/jamison-manwaring daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/67b1d9bf-510c-4d97-9373-ae26dc3ea172/James+Falbe.jpg Jamison Manwaring - Make it stand out Jamison Manwaring Co-Founder, Chief Executive Officer Neighborhood Ventures https://www.portfoliosummitsriaevent.com/jeffrey-chang-cfa daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/f06ef6b0-c7c6-44d8-8cdb-7de9da0a1941/Jeffrey+Chang%2C+CFA.jpg Jeffrey Chang, CFA - Make it stand out Jeffrey Chang, CFA President Cboe Vest https://www.portfoliosummitsriaevent.com/kyle-brown daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/97b87db3-7872-4c88-b085-280aed565fba/Kyle+Brown.jpg Kyle Brown - Make it stand out Kyle Brown Chief Executive Officer Trinity Capital Inc. https://www.portfoliosummitsriaevent.com/nicholas-barnett daily 0.75 2024-01-23 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/e89bca73-31bb-4568-abd0-9e4360f64c6e/Nicholas.png Nicholas Barnett - 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Make it stand out Alan Rosenfield Managing Director Harmony Asset Management https://www.portfoliosummitsriaevent.com/benjamin-fredlake daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/a9dff1a2-ee26-42f3-9f40-c23485dc85cf/Benjamin+Fredlake%2C+CFP%C2%AE.jpg Benjamin Fredlake - Make it stand out Benjamin Fredlake, CFP® Director of Financial Planning LifeManaged https://www.portfoliosummitsriaevent.com/curtis-smith daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/017f3a04-3e37-44d9-a434-7df1e3039c0d/Curtis+Smith.jpg Curtis Smith - Make it stand out Curtis Smith Director, Wealth Advisor, Owner Avior Wealth Management https://www.portfoliosummitsriaevent.com/david-a-robbins daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/2365a792-0b08-4c25-af7a-1e88162af9c7/David+A.+Robbins.jpg David A. 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Robbins, CFP®, ChFC® Vice President, Investments Moors & Cabot Investments https://www.portfoliosummitsriaevent.com/dean-greenberg daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ce7d3e08-2dae-43cf-bbfa-df0395066c83/Dean+Greenberg.jpg Dean Greenberg - Make it stand out Dean Greenberg President, Founder Greenberg Financial Group https://www.portfoliosummitsriaevent.com/jason-miller daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/526e338e-4880-48ec-8dd4-01293ef56218/Jason+Miller.jpg Jason Miller - Make it stand out Jason Miller, CFP®, CPWA Partner, Chief Operating Officer Crewe Advisors https://www.portfoliosummitsriaevent.com/jeff-gilbert daily 0.75 2024-01-19 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/8ccf2820-a737-4431-9324-14fa4d778a2a/Jeff+Gilbert.jpg Jeff Gilbert - Make it stand out Jeff Gilbert Chief Executive Officer, Founder Balboa Wealth Partners https://www.portfoliosummitsriaevent.com/debby-dunham daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/b21ea889-4985-435b-860a-a79ae01e27d5/N-+Debby+Dunham.png Debby Dunham - Make it stand out Debby Dunham Manager, Integrations The Colony Group https://www.portfoliosummitsriaevent.com/christopher-w-brown daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/aff2f6c8-39c0-4497-9662-4b762edd6689/N-+Christopher+W.+Brown%2C+CFP.png Christopher W. Brown - Make it stand out Christopher W. Brown, CFP Founder, Managing Principal Brown Miller Wealth Management https://www.portfoliosummitsriaevent.com/kayla-kennelly daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/9eb682ad-516e-47bc-980e-0033b5f64492/S-+Kayla+Kennelly.png Kayla Kennelly - Make it stand out Kayla Kennelly Vice President – Global Markets Division Goldman Sachs https://www.portfoliosummitsriaevent.com/dwight-dunton daily 0.75 2024-02-12 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fd834b63-7112-408a-bc0b-d22dd11af54e/S-+Dwight+Dunton.png Dwight Dunton - Make it stand out Dwight Dunton Founder, CEO, CIO Bonaventure https://www.portfoliosummitsriaevent.com/craig-asher daily 0.75 2024-02-08 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/ea461b72-b69e-4f57-917a-8c4a105f4e5e/S-+Craig+Asher.png Craig Asher - Make it stand out Craig Asher Managing Director OMX Ventures https://www.portfoliosummitsriaevent.com/caitlin-gerdes daily 0.75 2024-02-08 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/3ae94785-1218-41eb-b58c-405cb973326e/S-+Caitlin+Gerdes.png Caitlin Gerdes - 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Professional Services Aqueity https://www.portfoliosummitsriaevent.com/kevin-lilly daily 0.75 2024-05-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fdaa14e7-7713-44ae-98e0-40c2e4b09777/Kevin+Lilly%2C+Partner%2C+Corient+Capital+Partners.png Kevin Lilly - Make it stand out Kevin Lilly Partner Corient Capital Partners https://www.portfoliosummitsriaevent.com/walter-christopherson daily 0.75 2024-05-07 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/fdaa14e7-7713-44ae-98e0-40c2e4b09777/Kevin+Lilly%2C+Partner%2C+Corient+Capital+Partners.png Walter Christopherson - Make it stand out Kevin Lilly Partner Corient Capital Partners https://www.portfoliosummitsriaevent.com/manoj-bhargava daily 0.75 2024-09-17 https://images.squarespace-cdn.com/content/v1/620ec33074782d4761255f97/eda1edbd-ec2e-4f63-bc36-0e6568e879ad/Manoj+Bhargava%2C+Founder%2C+Plus+2+Fund.png Manoj Bhargava - Make it stand out Manoj Bhargava Founder Plus 2 Fund