A distinguished lineup of speakers will expand your mind and ignite your interest on a wide range of topics that impact your business.
Capt. Tom DeJarnette
When it comes to effective team building and operating at peak performance, who better to look to than an active duty U.S. Navy SEAL? Since beginning his military career in the early 1990’s, CAPT Tom DeJarnette has risen to the ranks of Naval Special Warfare CENTER Chief Staff Officer. Personal decorations include Bronze Star Medal with Combat V, Defense Meritorious Service Medal (three awards), Meritorious Service Medal (four awards), Joint Commendation Medal, Navy Commendation Medal (three awards), Joint Service Achievement Medal, Navy Achievement Medal (three awards), and numerous Unit/Campaign awards. As an inspirational speaker, he brings a fresh, new perspective on developing a team culture that stands the test of time.
Ryan Jenkins is a generations speaker, author, and Inc Magazine columnist. He helps organizations better lead, engage, and sell to the emerging generations and across generations. Ryan is also a Partner at 21Mill.com, a micro-learning platform dedicated to helping Millennials and Generation Z perform better at work.
Experts and Session Leaders
Joel Bruckenstein, CFP
Writer, Speaker, Consultant & Conference Producer T3 Conferences and Technology Hub
Joel P. Bruckenstein, CFP, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) (t3technologyhub.com) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference.
Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice.
Joel’s monthly technology columns appear in Financial Advisor magazine and Financial Planning magazine. In addition, he compiles the annual technology survey for Financial Planning magazine.
Bruckenstein has for more that twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.joelbruckenstein.com.
Director, Product Strategy and Development, TD Ameritrade Institutional
In her role as the Director of Product Strategy, TD Ameritrade Institutional, Danielle manages technology initiatives designed to help simplify advisors’ lives. Danielle’s areas of proficiency include TD Ameritrade Institutional’s award-winning iRebal on Veo® rebalancing technology, and she is also responsible for their open-architecture approach to ROBO technology for advisors.
Danielle joined TD Ameritrade in 2012 and puts more than 15 years of wealth management knowledge to work for advisors, helping them learn to operate more efficiently and enhance their clients' experience. She received a Bachelor’s degree in Finance from Wagner College in New York.
Founder & CEO, AdvisorEngine
Rich Cancro is the Founder and Chief Executive Officer of AdvisorEngine. Rich is the driving force behind AdvisorEngine—setting the strategic and product vision and overseeing the company’s operations. Rich has more than 25 years of experience creating innovative wealth management solutions, reinventing technology platforms, and driving financial growth.
Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America/Merrill Lynch where he was Head of the RIA custody business and responsible for developing their Global Wealth and Investment Management financial planning and reporting tools. Prior to that, Rich created industry-leading solutions for J.P. Morgan/Bear Stearns and DLJdirect. Rich holds a Bachelor of Arts from Gettysburg College.
Software Trainer, Advisorengine
Stefanie came to AdvisorEnigne with several years of experience in the FinTech world. She spent the majority of her career as a tech expert in client-facing roles, including client services, onboarding, inside sales, and training. At AdvisorEngine, her primary focus is training new clients on the benefits and features of AdvisorEngine, as well as helping firms understand best practices. She offers our clients in-depth web-based training, along with on-site training for larger firms to fully utilize the AdvisorEnigne platform. Stefanie enjoys engaging with clients to help create efficiencies, while understanding how our solution can better their firm.
Product Manager, AdvisorEngine
Matt Kress is a product manager and is in charge of advisor marketing at AdvisorEngine. He has coached over 150 advisors and firms – diving deep into their digital presence and giving them the tools and guidance to attract the right clients. He brings together in-depth prospect research and his experience which includes co-founding, marketing and selling his previous company, Relately. He uses a simple process that creates actionable steps for advisors and their team to follow. The advisors he works with find the time “extremely valuable” and a “great use of their time” when describing working together.
Sales ConsultanT, JUNXURE
With over 10 years of experience in software sales and FinTech, Kathy spends her days sharing the incredible value of Junxure with advisory firms. You may have seen her at conferences at the Junxure booth or recognize her voice from webinars. Having past experience as a CRM administrator, Kathy knows the important decision that your firm is making when choosing a CRM and is driven to ensure you have all the information you need. She brings a wealth of knowledge and experience to helping firms recognize the need for a CRM and how our solution can be the best choice for them.
Head of Advisor Innovation, WisdomTree
Brad Shepard is WisdomTree’s Head of Advisor Innovation. An independent thinker, he founded Kredible—a data-driven marketing and practice management company acquired by AdvisorEngine in 2017. Shepard firmly believes—and has conducted the research to prove—that online presence plays a large role in driving successful results. He challenges advisors to change the way they look at wealth management and is dedicated to helping them grow their businesses.
Greg Friedman, MS, CFP
Founder & CEO, Private Ocean
Greg is a tireless advocate for Private Ocean clients. He never stops conceiving and implementing new ways to improve their wealth management experience – and their quality of life.
As Private Ocean CEO, Greg leads the development of new systems and services; sits on the investment committee; sets technology strategy for the firm; and works directly with clients on financial planning and investment strategy. He also maintains close partnerships with the West Coast's most respected trust and estate attorneys and accountants who serve high net worth individuals.
In 1991, Greg established Friedman & Associates, which he grew from a sole proprietorship into a nationally recognized wealth management firm. In 2002, Greg's quest to involve and empower clients led him to found Junxure, a technology platform for delivering premium client service. In 2007, Friedman & Associates earned the coveted Schwab IMPACT® award for Best-in-Tech for their innovative use of the CRM to enhance the client experience. Greg was also recognized in InvestmentNews' 2017 Class of Icons and Innovators for his contribution to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward.
Greg is a frequent speaker at industry conferences and events on topics which include financial planning, retirement, practice management, and client service. He is also frequently cited in industry journals and publications.
Before starting Friedman & Associates, Greg worked as an advisor with CIGNA Financial Services, where he specialized in estate and financial planning for high net worth business owners and their families.
In 2015, Greg authored Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Advisory Leadership is available for purchase at Wiley and Amazon.
CEO of Smartleaf
Jerry co-founded Smartleaf in 1999 to reduce the operational burden of managing customized, tax, risk and expense sensitive personal portfolios. Smartleaf began selling its overlay portfolio management solution to banks, trusts and financial services companies in 2003, and the company has become a leader in this space with over 50 clients and over $50 billion in assets under management. Smartleaf’s clients increasingly use this as the chassis for their entire wealth management offerings.
CO-FOUNDER, ALL ABOUT IT Consulting
A 30-year industry veteran, Erin has turned her career sights on helping people understand the connection between emotions and money. She is currently the co-founder of All About it Consulting, a California-based practice management consulting firm dedicated to helping Financial Services firms achieve operational excellence. Formerly the Director of Client Experience at Junxure, she has years of experience sharing best practice insights to Junxure users.
Chief operating officer, AdvisorEngine
Craig translates vision into action – ensuring alignment and driving operational excellence across the company. He leads the executive management committee and helps the team measure success to stay on track.
Craig is a business builder with a background in corporate strategy, investment banking and consulting. He joined AdvisorEngine from WisdomTree – a global asset manager driven by research and technology (NASDAQ: WETF) – where he led strategy, helped establish an international presence and pushed the company beyond ETFs into technology solutions. Craig has prior experience at BofA Merrill Lynch, Accenture, Croft & Bender and UBS. He graduated from Vanderbilt University and completed coursework at London School of Economics and Peking University in Beijing. Craig serves on the advisory board for Back on My Feet, a nonprofit which combats homelessness through running and community support.
Head of Consulting and TraininG, JUNXURE
John comes to Junxure from the world of education. With 15 years of experience as an educator, John has both a passion for teaching and a clear understanding of the learning process. During this time, he was awarded Teacher of the Year and served as a member of the teacher leadership team. His desire to be a life-long learner motivated him to earn a second degree in Computer Networking. With his talent for instruction and relentless pursuit of client satisfaction, he offers our clients valuable clarity and best practices for getting value from their CRM systems.
Client Analyst, JUNxure
As a Client Analyst, Amber uses her sharp analytical skills to help us focus on the right projects, interact with our customers to better define our client personas and the user experience associated with each, and create the requirements that define the product changes needed to deliver the right features to meet our customers’ needs. She also works closely with our Product Management team to drive the product roadmap and our agile development processes. A former member of Junxure’s Training and Consulting Team, Amber's previous experience includes gap analysis and identifying user behavior/inefficiencies using hard data as well as gathering feedback live from users.