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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA
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Speakers

Take a look at the thought leaders, innovators and influencers that spoke across the RIA Edge West platform in 2023.
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Mark Tibergien

Independent Board Member, Management Consultant & Speaker

Stephanie Bogan

Founder, Chief Possibility Officer

Limitless Adviser Coaching

JC Abusaid

CEO

Halbert Hargrove

Arthur Ambarik, CFP

CEO

Perigon Wealth Management, LLC

Joe Anthony

President

Gregory FCA

Agustin “Gus” Araya

Co-Managing Partner

Cordillera Investment Partners

Molly Bennard

CEO

Connectus Wealth Advisers

Carol Benz

Partner, Chief People Officer

Cerity Partners

Diana Britton

Director, Content

WealthManagement.com

Mark Bruno

Managing Director, Wealth Management

Informa Connect

Alison Burkett

Senior Partner and Managing Director, Head of Enterprise

Snowden Lane Partners

Megan Carpenter

CEO & Co-Founder

FiComm Partners, LLC

Kelli Cruz

CEO and Owner

Cruz Consulting Group

Brian Hamburger

Founder

MarketCounsel and the Hamburger Law Firm

Derek Holman, CFP, AIF

Co-Founder and Managing Partner

EP Wealth

Neela Hummel

co-CEO

Abacus Wealth Partners

Brandon Kawal

Principal

Advisor Growth Strategies

Kerry Keihn

Partner and Financial Advisor

Earth Equity Advisors

Kim Kovalski

Managing Director

MarshBerry

Mike LaMena

Chief Executive Officer

Wealthspire

David Le

Chief Technology Officer

Beacon Pointe

Rob Madore

Vice President

MarshBerry

Patrick McGowan

Managing Director, serving as the Head of Manager Research and Head of Alternative Investments

Sanctuary Wealth

Andree Mohr

Chief Implementation Officer

Integrated Partners

John O'Connell

CEO & Founder

The Oasis Group

Bill Peartree

Principal, Director of Retirement Services

Marsh McLennan Agency

Jessica Polito

Founder and Principal

Turkey Hill Management, LLC

David Roberson

CEO and Founder

Azella

Shannon Rosic

Director of WealthStack Content & Solutions

Informa Connect

Dan Seivert

CEO and Managing Partner

ECHELON Partners

Paul Stamoulis

President

Worth Media Group

Deborah Stavis, CFP

Founder and CEO

Stavis Wealth Transfer Solutions, LLC

Joseph Walker

COO

Bradley Foster & Sargent

Mike Wunderli

Managing Director

ECHELON Partners

Reza Zamani

Founding Partner and CEO

SteelPeak Wealth