The Customer Wins

Chip Kispert is the Founder and Managing Partner of Beacon Strategies, LLC, a consulting firm servicing broker-dealers, asset managers, and supporting vendors. He is a 20-year veteran of the broker-dealer and asset management marketplace. Chip specializes in data management-centric supply strategy and implementation expertise in the form of infrastructure evolution. Before Beacon, he was Vice-Pres...

Adam Isrow is the President of Hotel Operations at Wolff Urban Management, a real estate acquisition, investment, development, and management firm. He is an experienced business leader with a proven background in software development, business operations, customer acquisition, and relationship management for global hospitality technology companies. Adam co-founded GoConcierge and grew it to become...

Parham Nasseri is the Vice President of Product and Regulatory Strategy for InvestorCOM, a leading provider of regulatory compliance software and communications solutions for the financial services industry. He is a Chartered Financial Analyst (CFA) with an MBA from the Schulich School of Business. Parham has progressive experience in data-centric roles relating to technology and finance. He is in...

Mike Row is the Chief Revenue Officer of Future Capital, a firm connecting anyone working toward retirement with the tools, services, and guidance they need to retire with confidence. Before Future Capital, Mike spent over three decades at Pershing, acting both as an advocate for clients within the company and as a trusted senior representative of the firm. Throughout his journey, he has gained a...

Shabana Nathoo is a Wealth Management Advisor at Navigo Wealth Management, an independent, fee-only Registered Investment Advisory (RIA) firm based in Texas. She is a Certified Financial Planner, Certified Digital Asset Advisor, and a Certified Divorce Financial Analyst working with family law attorneys and individuals going through the divorce process. Shabana also teaches at Rice University thro...

Geoff Moore is the CIO of Valmark Financial Group, a financial services agency working exclusively with entrepreneurial wealth management firms to meet its clients' unique and ever-changing needs. He leads a team of experts who use technology to solve business challenges and manage the cybersecurity of Valmark and its member firms. Geoff has over 20 years of experience in technology and financial...

Aaron Klein is the Co-founder and CEO of Nitrogen, a growth platform for wealth management firms. He has led the company to twice being named one of the world's top 10 most innovative companies in finance by Fast Company Magazine . Aaron is also the Co-founder of Hope Takes Root, an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiop...

Austin Netzley is the Founder and CEO of 2X, a firm that works with six and seven-figure entrepreneurs in one-on-one coaching programs to help them scale. In less than three years, he and the 2X team have helped clients generate over $255 million while in the 2X hands-on coaching programs. Austin is an entrepreneur, investor, and author of From 6 To 7 Figures . Before 2X, he was the Founder and CE...

Justin Krane is the Founder of Krane Financial Solutions, a firm known for its strategic and holistic approach to financial planning. As a financial planner professional, he counsels clients on marrying their financial resources with their life goals and business ventures. Before establishing Krane Financial Solutions, Justin spent 12 years as a Vice President of Investments and Sales Manager at U...

Marc Butler is the Founder and Consultant of Marc Butler Consultancy, a consultancy firm that helps wealth management and wealth tech firms improve their growth and performance. He is a respected global business and financial services executive with demonstrated success in start-ups and financial technology companies. Marc is also a contributing writer at Advisor Perspectives, the leading interact...

Ashtan Moore is the Co-Founder and Partner of Model B, an independent agency that drives growth by creating magnetic connections between companies and their customers. He is also the Co-Founder and Advisor of Blueprint, a brand on a mission to automate the advertising process. Ashtan has achieved notable results and driven exponential growth for brands including Anheuser-Busch, Cognizant, Gilead S...

Thom Singer is the CEO of Austin Technology Council (ATC), the leading unifying voice of technology in Central Texas. ATC is an informed opinion leader, providing the Austin Tech community with the insights, resources, and connections they need to grow and thrive.  Thom is a keynote speaker with over 15 years of speaking to corporate and association audiences about cultivating meaningful connectio...

Sanjeev Kumar is the Co-founder and CEO of Skience, a firm transforming financial services firms with innovative services and solutions. His passion for leveraging technology to solve business problems inspired him to found The Athene Group in 2001, which later transformed into Skience. With a mechanical engineering degree from Bangalore University, Sanjeev found the world of technology much more...

Jud Mackrill is the Co-founder of Milemarker, a specialized team of experts focused on solving the data and integration problems of leading financial services companies. He is also the General Partner of Mammoth and an Advisory Board Member at LifeYield. Jud is passionate about connecting the future of financial advice through design, software integration, and investing in financial services compa...

Shelli Taylor is the CEO of Alamo Drafthouse Cinema, an entertainment company providing the best cinematic experience in the world through good food, good beer, and good film in one place. She is an accomplished Fortune 100 executive and also serves as a board member and public speaker. Before Alamo, Shelli spent her 25-year global career with brands like Starbucks Coffee Company, The Walt Disney...

Blake Wood is the CEO of Lumiant US, an advice and client engagement platform where advisors connect with clients around their lives, values, and finances. Before Lumiant, he spent over 15 years at Envestnet, a financial service company transforming the deliverability of financial advice through an ecosystem of technology. Blake has 20 years in the FinTech space working with advisors. He has a BGS...

Rick Williamson is the Director of Training at Redtail Technology, the leader in web-based client relationship management solutions for financial advisors. He develops training and education initiatives, working hands on to improve team management and even public speaking. Rick is an expert on all things CRM-related and has a background and experience in film production and public speaking. In thi...

Chris Wallner is the Partner and Chief Marketing Officer of Chief Outsiders, the nation's leading Executives-as-a-Service firm. Chief Outsiders helps organizations identify the fractional marketing and sales executives they need to accelerate growth. Chris works with technology and financial service companies to drive revenue growth by converting insights into actionable, sustainable strategies an...

Adam Holt is the Founder and CEO of Asset-Map, the leading advice engagement platform for financial professionals that offers financial planning reports. As a certified financial planner and financial consultant, his areas of expertise include estate and retirement planning, benefit programs for businesses, and business succession planning. His podcast, Rethink — The Financial Advisor Podcast , ch...

Derek Notman is the Founder and CEO of Couplr, a fintech company that offers lead generation solutions for financial companies and their advisors. He is a FinTech founder, certified financial planner, and co-host of the Rethink. The Financial Advisor Podcast . Derek is also the Founder of Conneqtor and Intrepid Wealth Partners. He was recognized as Wealthies Rising Star of the Year in 2022 by Weal...

Cody Foster is a Co-founder of Advisors Excel, a marketing organization that helps independent insurance agents and financial advisors become great business owners. Since its founding in 2005, Advisors Excel has grown from three founders to over 800 employees, making them one of the largest employers in Topeka, Kansas. Cody joined the financial services arena as the director of marketing for a cor...

Rick Burgess is the Founder and CEO of Forms Logic, a cloud-based system for companies looking to integrate single data entry across multiple forms. He is a veteran of the trading floor and an established entrepreneur who has started several companies, including Connect Lending. Rick works closely with clients to understand their needs and apply the right technology to solve them. In addition to r...

Alan Giancaterino is the Co-founder of Finlocity, an online community that delivers high-quality presentations from the most innovative leaders in the industry and virtual solutions showcasing the latest financial technology. He is a seasoned sales and marketing professional with over 30 years in financial services. Alan began his career as an advisor and became the youngest recipient of the CLU,...

David Knoch is the CEO of Docupace, the leading digital operations technology provider that simplifies how wealth management firms both process and digitize their data. Before joining Docupace, he served as President of 1st Global, a wealth management partner to CPA and tax planning firms. He was named to the ThinkAdvisor Luminaries Class of 2021 and was awarded CEO of the Year by WealthTech Ameri...

Richard Walker is the CEO of Quik!, a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. Before Quik!, Richard was a business consultant with Arthur Andersen. He is also a published author of two books and a father of three boys....