Vance Barse is a seasoned financial professional with a unique background in both neuroscience and wealth management. He obtained his Bachelor of Science degree in Neurobiology and Neurophysiology from the University of Maryland before embarking on a successful career in financial services. Vance began his career with Altegris Investments as the Regional Director of Intermediary Relationships. He provided expert consultation to... read full bio
Samantha Allen is an accomplished leader and trailblazer in the financial services industry, known for her dedication to empowering advisors and helping them achieve their goals. As the Chief Marketing Officer at Carson Group, Samantha plays a critical role in shaping the company's marketing strategy and guiding its growth. With over 15 years of experience in marketing and communications, Samantha is... read full bio
Robert Sofia is a successful entrepreneur and the CEO of Snappy Kraken, a renowned marketing platform that helps financial companies accelerate their growth. With his expert knowledge in marketing and his dedication to putting advisors first, Robert has helped thousands of financial companies achieve unparalleled success. Under Robert's leadership, Snappy Kraken has received numerous industry awards and accolades for its innovative... read full bio
Meet Andrew Davis, a bestselling author and internationally acclaimed keynote speaker with an impressive background in media and marketing. Andrew's journey began producing for NBC's Today Show, writing for Charles Kuralt, and working with The Muppets in New York, honing his storytelling skills and learning how to captivate an audience. With a passion for marketing, Andrew went on to build and... read full bio
Meet Ramon, the unapologetically positive publisher of ZoneofGenius.com and BWCDaily.com. With an impressive track record as a 5x serial entrepreneur, Ramon has sold three companies and authored five books, including "Celebrity CEO" which focuses on personal branding for business owners. Ramon is a sought-after expert on small business success and a global motivational speaker, bringing his infectious energy and expertise to... read full bio
Michael Noel is an Ecosystem Weaver, Platform Business Model expert, and consultant with a passion for blockchain technology and its applications. Since 2011, Michael has been involved in the development of Distributed Ledger Technology (DLT) and Platform Business Models, specifically W3. In 2019, Michael joined the Government Blockchain Association (GBA) where he worked on digital voting systems. Currently, he is a... read full bio
Vincent Harrison is an accomplished entrepreneur with a wealth of experience in bringing new technologies to market in both private and government sectors. He has been at the forefront of the digital revolution for over a decade and is widely recognized as a pioneer in the adoption and commercialization of blockchain technology. Vincent is the founder of Digital Nativ, a leading... read full bio
Sam Fuhrer is a dynamic third-generation toy business entrepreneur with a passion for bringing value to his clients through strategic partnerships, mergers and acquisitions, and sales. He has spent his career in the toy and licensing industry, and is the co-owner of Nextoy, a leading toy and licensing agency founded by his father, Robert Fuhrer, in 1981. Sam and his brother... read full bio
Rory Kelly is a seasoned entrepreneur with a passion for cutting-edge technology and a heart for community service. He is the founder and owner of Bithome LLC, a thriving cryptocurrency mining firm specializing in Bitcoin and Ethereum. The company, headquartered in South Dakota, boasts a massive infrastructure of over 700 mining devices and handles a staggering number of daily transactions. Prior... read full bio
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
