Sponsor Speakers

Dan Baccarini, CIMA®, Chief Distribution Officer, Beacon Capital

Jim Tennies, President, InCap Group

Speakers

Adam Eagleston, Chief Investment Officer, Formidable Asset Management

Adria Rosebrock, Director of Wealth Management Operations & Training, Hamilton Capital

Andrea Costa, Vice President, Wealth Strategy & Financial Planning, Horan Wealth

Edison Byzyka, Chief Investment Officer, Credent Wealth Management

Heather Welsh, CFP, AEP, SVP, Wealth Planning Department Leader, Sequoia Financial Group

Jason Geisz, Chief Executive Officer, Founder, Famiglia Wealth

Joshua Pilson, Executive Director, Technology Platforms & Data, VestGen Wealth Partners

Lexie Head, Founder & Managing Partner, Mercer Wealth Management

Lisa Bush, VP, Wealth Advisor, Alluvial Private Wealth

Mark McEvily, Chief Investment Officer, Managing Partner, Jessup Wealth Management

R. Travis Upton, CEO, Partner, The Joseph Group Capital Management

Ranie Verby, Director of Wealth Management, Plancorp

Scott Martin, Chief Investment Officer, Kingsview Partners

Timothy Rice, Principal, Financial Advisor, CAPTRUST

Todd Wickwire, Managing Director, Head of Strategic Initiatives, Homrich Berg