Kristen Schmidt is a highly regarded financial advisor and entrepreneur with over 20 years of experience in the industry. She is the founder and owner of RIA Oasis, a consulting firm that helps registered investment advisors (RIAs) build and grow their businesses. Prior to founding RIA Oasis, Kristen served as the Chief Compliance Officer and Director of Operations at a successful... read full bio
Kian Salehizadeh is a highly accomplished financial executive with over 20 years of experience in the industry. He currently serves as the Vice President of Finance at LPL Financial, the largest independent broker-dealer in the United States. Kian joined LPL Financial in 2016 and has played a critical role in the company's financial operations, strategic planning, and corporate development. He oversees... read full bio
Samantha Russell is a highly respected and influential figure in the financial services industry. She is currently the Chief Evangelist at FMG Suite, a leading provider of digital marketing solutions for financial advisors. Samantha has over 15 years of experience in the financial services industry, with a focus on marketing and communications. Her expertise lies in helping financial advisors and wealth... read full bio
Rea Ross is a highly experienced marketing professional currently serving as a Field Marketing Manager with the National Association of Credit Management (NACM), a non-profit organization that provides education and resources to professionals in the credit and financial industry. In her role, Ross is responsible for developing and executing marketing strategies to promote NACM's products and services to members and... read full bio
Luis Rosa is the host of the popular finance podcast, On My Way to Wealth, where he shares his insights and experiences on personal finance and wealth building. As a financial planner and founder of Build a Better Financial Future, Rosa has helped many clients achieve their financial goals, and he brings that same passion and expertise to his podcast. Rosa’s... read full bio
Mike Rinard is a seasoned marketing professional who currently serves as the Head of Lead and Demand Gen at Snappy Kraken, a leading marketing automation platform for financial advisors. In this role, he is responsible for developing and executing strategies to generate high-quality leads and drive demand for Snappy Kraken's services. Rinard has over 15 years of experience in marketing, with... read full bio
Carl Richards is a well-known certified financial planner and advisor, recognized for his unique ability to simplify complex financial concepts with doodle-like drawings. His decade-long “Sketch Guy” column in The New York Times has earned him a loyal following, but his work to help financial advisors is equally notable. Richards believes that avoiding behavioral mistakes is a critical component of sound... read full bio
Dave Zoller is a highly accomplished entrepreneur and business owner who is widely recognized for his exceptional leadership and financial expertise. He is the founder and owner of Streamline Financial, a boutique accounting and financial services firm that provides customized solutions for businesses of all sizes. Dave's entrepreneurial journey began in the early 2000s when he started his first business in... read full bio
Kendra Wright is the Owner and Head Strategist of Rebel Media Marketing Agency, a full-service marketing firm specializing in helping small businesses grow and succeed. With over 10 years of experience in marketing and branding, Kendra has become a trusted advisor to entrepreneurs and business owners across a variety of industries. After graduating with a degree in Marketing from the University... read full bio
Corey Westphal is the Founder and CEO of Mobile Assistant, a leading provider of mobile dictation and transcription services for the financial services industry. With over 20 years of experience in the industry, Corey has established himself as a visionary leader and a true pioneer in the world of mobile dictation. Corey founded Mobile Assistant in 2008 with the goal of... read full bio
Marlon is a financial advisor who specializes in working with travel nurses. He was inspired to pursue this niche when his wife Jill gave birth to their son Teddy and they had the pleasure of meeting Jess, Teddy's Labor and Delivery Nurse who was a Travel Nurse. Marlon recognizes the critical role that travel nurses play in providing essential services to... read full bio
James is a highly accomplished Certified Financial Planner™ professional with more than 25 years of experience in wealth management and personal financial planning. With a keen interest in the intersection of finance and daily life, James has helped numerous clients navigate complex financial decisions throughout his career. James finds great satisfaction in helping clients make informed decisions about their finances and... read full bio
Rick Defiesta is an accomplished fashion designer who has been making waves in the fashion industry for over two decades. With an innate sense of style and an eye for detail, Rick has created numerous iconic pieces that have become staples in the world of fashion. Rick's journey in fashion began in New York City, where he studied at the prestigious... read full bio
Lily Grant and Sergio Cruz are both accomplished professionals in the world of e-commerce, with extensive experience in Walmart's Marketplace. Lily currently serves as the VP of Account Services at WhyteSpyder, an Ascential Company, where she leads a team dedicated to helping vendors optimize their business on Walmart Marketplace. Her previous role as an e-commerce Category Specialist at Walmart focused... read full bio
Gaurav is a deep learner who is driven by a relentless thirst for new experiences. He is also a passionate student of consumer behaviour who firmly believes in starting with "why". An adventurer at heart, Gaurav loves to explore the world and indulge in adventure sports. Gaurav is an out-and-out entrepreneur, whose business acumen was handed down to him in his... read full bio
Laura is a seasoned digital advertising professional with over seven years of experience in managing internal teams and clients across hundreds of brands and verticals. She currently serves as the Director of Premium Services at Teikametrics, a leading technology company that helps businesses of all sizes find success on marketplaces. In her role, Laura leads a team that provides expert... read full bio
Fahim is a seasoned technology executive and entrepreneur, currently serving as the CEO of Trellis, a leading player in eCommerce Demand Generation. With over 25 years of experience in the high-tech industry, Fahim is a recognized expert in building and leading technology teams, and has a passion for applying technology to solve complex real-world problems. Throughout his career, Fahim has focused... read full bio
Gina is an accomplished professional with over a decade of experience in developing and executing data-driven strategies that have a significant impact on business growth. She is an expert in identifying key drivers of success, leveraging them to strengthen existing businesses, expand into new markets, optimize processes, and drive scalable growth. As an organizational leader, Gina has a sharp focus on... read full bio
Jack Hogan is a seasoned executive with a proven track record of building and scaling companies across a range of industries. Currently serving as the Vice President of Strategic Partnerships at Mashgin, Jack is responsible for driving growth and expanding the reach of the company's AI-powered self-checkout system across various markets, including convenience stores, sports stadiums, business dining, and universities. Before... read full bio
Chris Shalchi is a highly accomplished Senior Executive at Shopify, a leading e-commerce platform that empowers businesses of all sizes to build, run and grow their online stores. With his exceptional leadership skills and deep expertise in digital retail, Shalchi has been instrumental in driving Shopify's growth and success. As a member of the Forbes Technology Council, Shalchi is a prolific... read full bio
