The Advisory Board
Kelly Waltrich, Chair
For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.
She designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up.
Intention.ly is the culmination of every lesson Waltrich has learned thus far in her tenure as a marketing disruptor, born from her passion and persistent belief that when it’s done right, marketing is the accelerant financial services firms need to transform their growth trajectory.
President, Digital Assets Council of Financial Professionals
Don Friedman is the President of the Digital Assets Council of Financial Professionals (DACFP). He has a 20-year career of creating and producing “first-of-its-kind” buyside conferences, webinars and roadshows for financial professionals.
He was Co-Founder & President of Inside ETFs and Chief Operating Officer, Executive Vice President and Board Member of ETF.com. Don also created Inside ETFs Europe (that continent’s largest ETF event), Inside Commodities (the largest institutional-focused US-based commodities event) and Inside Fixed Income (the world’s largest independently run fixed-income event).
After leaving ETF.com, he founded JV Events Group (JVEG) where he created “institutional investor only” events including the Liquid Alternative Strategy Summit, MLP Strategy Summit, Smart Beta Strategy Summit, ETF Strategy Summit and the Digital Asset Strategy Summit. He sold JVEG to DACFP, in 2020, and became its president.
Founder & CEO, F2 Strategy
The founder of F2 Strategy and former wealth management CTO. Doug's team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience.
The F2 Strategy perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions.
Doug also participates an industry thought-leader, conference speaker and judge for multiple industry awards.
Phil Huber, CFA
Chief Investment Officer, Savant Wealth Management
Phil is a member of the Investment Committee and has been involved in the financial services industry since 2007.
Prior to joining Savant, Phil was employed at a global asset management company where he worked closely with financial advisors to develop investment strategies for their clients. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago.
Phil has been featured in a number of notable media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV. In 2018 and 2019, he was named one of Investopedia’s Top Financial Advisors. He produces his own investing blog, bps and pieces.
Senior Tech Editor, Wealthmanagement.com
Davis is a senior editor overseeing WealthManagement.com’s technology coverage. Prior to this he served two years as Senior Analyst of Digital Wealth Management for Forrester Research.
Davis has worked for two FinTech startups, including Wealthfront and New York-based FeeX, Inc. His work covering advisory technology began in 2007, when he joined Investment News as a technology reporter and later as a columnist. He got his start covering technology at PC Magazine in 1999, where he spent eight years as an editor and analyst.
President & Co-Founder, Journey Strategic Wealth
Penny Phillips has spent most of her career coaching and consulting financial advisors, business owners and wealth management institutions. She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support.
Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. She has authored multiple practice management training programs focused on helping financial advisors prepare for the next generation of wealth holder and has coached hundreds of financial advisors.
As an industry speaker, she has spoken at financial services conferences across the US and Canada. She currently runs a weekly YouTube series called “Practice Management with Penny.”
On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. She currently sits on the Board of her alma mater the Macaulay Honors College at CUNY. She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis.
Penny was born and raised in New York City, is of Greek descent and speaks fluent Greek.
CEO, C-Suite Social Media
C-Suite Social Media is a digital marketing and social media agency for the financial services industry. With over 20 years of hands-on digital marketing campaign and strategy, Tina’s extensive experience has kept her on the leading edge of marketing and social media. Prior to founding C-Suite Social Media, Tina was a partner at Beacon Wealth Management, an SEC-registered RIA firm based in Hackensack, New Jersey later acquired by Mercer Advisors.
Tina is a TEDx Speaker and host of In the Suite Podcast, a show that explores contemporary themes for mid and senior women in the financial services and wealth management industry. She was named to The Ten Most Empowering Women in Business for 2021 by Insights Success Magazine and Industry Era's Ten Best Women Leaders of 2020.
Robert Schein AIF®
Managing Director, Partner & Chief Investment Officer, Hightower / Blanke Schein Wealth Management
Robert is Managing Director, Partner, and Chief Investment Officer of Hightower / Blanke Schein Wealth Management. With more than 25 years of experience as a financial professional, Robert demonstrates a strong commitment to both his clients and community.
Robert leads the asset allocation, design, and implementation of the investment portfolio review process for Hightower / Blanke Schein Wealth Management. He specializes in developing and supporting investment strategies for high-net-worth individuals and families with complex estates, as well as philanthropic and retirement planning needs.
Founder, RIA Oasis
As Founder & President of RIA Oasis, Kristen uncovers the real-time hurdles advisors face when it comes to technology, integrations & workflow building. As a Technology Strategist & Speaker, Kristen works directly with advisors and planners to assess, research, & implement technology platforms. Her passion is uncovering business solutions by marrying tech with best practice initiatives.
Kristen’s career spans over 17 years in financial services, specializing in operational efficiencies related to technology & business infrastructure. From managing Operations of a now billion dollar+ RIA based in the Midwest to being an alumni member of the TD Ameritrade Institutional Operations Panel, Kristen uncovers the ever-changing tech landscape by being boots on the ground with a variety of influencers. She is now as an agnostic, strategic partner to tech vendors, RIA firms, Hybrid model firms, Financial Planning firms, Consultants & Custodians throughout the industry.
Chief Investment Officer, Spotlight Asset Group
Shana oversees all aspects of the investment platform ranging from overall strategy, implementation, and communication to clients and prospects. Shana has nearly two decades of industry experience at leading investment firms, primarily in Boston and Chicago. She previously served as Director of Investment Due Diligence & a Senior Portfolio Manager with Orion Advisor Solutions.
Shana is a sought out media contributor, appearing frequently on major financial news outlets like CNBC, Bloomberg, and Fox Business News.
Shana earned a Bachelor of Science in Sport Management from the UMass-Amherst and a Master of Business Administration Degree from Bentley University’s McCallum School of Business. She is a proud holder of the Chartered Alternative Investment Analyst designation.
Sr Marketing Manager, Strategic Events, Envestnet
Stacey has an impressive14 years of product, branding and events marketing experience in both traditional and digital within a number of industries.
She is regularly tasked with building a brand awareness and presence either through online promotions, at events and trade shows and through materials for field and inside sales.
She has spent a large portion of her career on creating the perfect relationship between the sales and marketing departments, believing that having a strong synergy between these two groups improves lead generation and acquisition of new clients.