Thomas Kopelman is a financial planner and the CoFounder of AllStreet Wealth, a financial planning firm that is dedicated to serving the needs of the millennial generation. With a passion for helping young professionals achieve their financial goals, Thomas specializes in working with millennial founders, creators, and those with equity comp. After graduating from Butler University, Thomas has spent his entire... read full bio
Manish Khatta is a highly skilled quant with a passion for creating and refining technical trading strategies. Throughout his entire career, he has focused on the development of complex mathematical models to enhance the profitability of trading systems. Manish's journey in the trading world began at Potomac, where he has been a lifelong employee. He programmed the initial work behind Potomac's... read full bio
Patrice Kelly is a seasoned marketing executive and an expert in digital marketing strategies, with a focus on the financial services industry. Currently, she is the Chief Marketing Officer at Snappy Kraken, a company that provides marketing automation and lead generation services to financial advisors. Patrice has over 20 years of experience in marketing, and during this time, she has developed... read full bio
Sheryl Hickerson is a trailblazing leader in the financial services industry and the founder of Females and Finance, a coaching and consulting firm dedicated to empowering women in finance. With over three decades of experience in the financial services industry, Sheryl is a respected thought leader and change agent who has dedicated her career to advancing women in finance and... read full bio
Matt Hollaran is a seasoned business and life coach who has dedicated his career to helping financial advisors understand the art of creating trust and building rapport with prospects they haven't even met yet. With over 20 years of experience studying the way people communicate, Matt has coached over 5,000 advisors on how to effectively communicate with clients and prospects... read full bio
Angel D. Gonzalez is a visionary entrepreneur, innovator and a skilled marketer. He is one of the three co-founders of Snappy Kraken, a revolutionary marketing automation platform for financial advisors. As the Chief Marketing Officer, Angel is responsible for driving the company’s brand, voice and content strategy. With an exceptional focus on copywriting, marketing strategy, content creation, and product development, Angel... read full bio
Lindsey Gladstone is a successful writer and editor who started her career as a copywriter for a consulting firm. She graduated from Northwestern University with a theatre degree and a job at Banana Republic, but soon realized her true passion was the written word. Lindsey convinced the creative lead at her next job, a digital advertising agency, that she was... read full bio
Laura Garfield is a seasoned journalist and digital storytelling expert with over a decade of experience in broadcast journalism. As a teenager, Laura idolized Jane Pauley and Katie Couric and was inspired by their ability to ask the right questions and tell compelling stories. After graduating from college, Laura landed her first news job at a small TV station in Hastings,... read full bio
Bradley DeLoatche is an accomplished entrepreneur and marketing technology expert with over 20 years of experience in the industry. As one of the three founders of Snappy Kraken, he serves as the Chief Product Officer, leveraging his unique blend of skills in technology, marketing, and business to create innovative products that drive growth and success for businesses. Driven by a passion... read full bio
Dr. Preston Cherry is a financial advisor, speaker, and author who has dedicated his career to helping people achieve financial freedom and balance in their lives. He firmly believes that financial planning is not just about numbers and investments, but about understanding the unique goals, values, and challenges of each individual. Dr. Cherry is the founder of Concurrent Financial Planning, a... read full bio
Christel Chan is a talented illustrator and designer with a passion for creating beautiful and impactful works of art. She was born and raised in Hong Kong and later moved to Vancouver, Canada, to pursue her artistic dreams. In 2018, she graduated with a Bachelor's of Fine Arts, with a concentration in Illustration, from Emily Carr University of Art +... read full bio
Justin Castelli is a financial advisor and entrepreneur whose personal mission can be summed up in one word: impact. He believes in following his passions to create change, and he encourages his family and others to do the same. As a father of three boys and husband to his wife Angela, family is always his top priority. Together, they are... read full bio
As the Founder of AdvisorJam, SVP of FiComm Advisor Education, and Host of The New Skool Video Podcast, Candice Carlton is a leading expert in growth marketing and authentic storytelling. Her workshops have helped numerous financial advisors and firms create kickass video content that powers growth and enhances brand visibility. Candice's career in the financial services industry spans over a decade,... read full bio
Pamela Capalad is a highly experienced financial professional and a CERTIFIED FINANCIAL PLANNER with over 13 years of experience in the financial services industry. Her expertise in wealth management and financial planning has helped many individuals and families achieve their financial goals. In 2014, Pamela founded Brunch & Budget, a financial planning and education company that offers personalized financial guidance to... read full bio
Marc Rice is a marketing expert and the CEO of Snappy Kraken, a company that offers marketing automation solutions for financial advisors. With over two decades of experience in the financial services industry, Rice has a deep understanding of the challenges faced by advisors when it comes to marketing their services effectively. Rice started his career in the financial services industry... read full bio
Cici Prsha is a seasoned marketing and event planning professional, and the CEO and founder of CJN. With over 20 years of experience, Cici has established herself as a trusted leader in the industry. Prior to founding CJN, Cici spent 13 years at Independent Financial Group, LLC, where she led the marketing efforts for the firm. Her responsibilities included managing all... read full bio
Isaac is a well-known financial expert, serving as the President and CEO of Cordant Wealth Partners. His extensive knowledge and expertise in investing and financial industries have made him a sought-after speaker and writer. Isaac's work has been featured in top-tier publications such as Bloomberg, US News, Yahoo Finance, Business Insider, and Wealth Management magazine. In recognition of his contributions to... read full bio
Tina Powell is a highly accomplished digital marketing executive with over two decades of experience driving growth for financial services companies. She currently serves as the Chief Growth Officer at Intentionly, where she works alongside Co-Founders Kelly Waltrich and Meghan Richter to transform the marketing strategies of financial technology and services companies. Tina's impressive track record of delivering results for her... read full bio
Christopher Norton is a seasoned marketing executive with a wealth of experience in brand strategy, product marketing, and digital marketing. He currently serves as the Chief Marketing Officer (CMO) for a leading technology company. With over 20 years of experience in the field, Christopher is widely recognized as an expert in marketing and brand strategy. He has a proven track record... read full bio
Matt Neuman is a prominent figure in the financial planning industry, known for his expertise and dedication to helping financial advisors grow their businesses. He is a co-founder and managing partner of Advisors Excel, a leading independent insurance brokerage and consulting firm based in Topeka, Kansas. Matt's passion for helping financial advisors achieve success is evident in the culture he has... read full bio
