Neil is the President of the Central Region and President of the Personal Lines business for Hub International. Prior to his current roles, Neil held increasingly senior roles at Hub…

Rebecca is the founder and CMO of 401(k) Marketing, a San Diego based firm that helps retirement plan advisors market their expertise and build long-lasting brand awareness. With over 15…

Peter is the Managing Partner of EMP Media, a New York based sports and entertainment investment bank. Prior to founding EMP, Peter was Head of the Sports and Entertainment Investment…

Rob Herman leads Gries Financial Partners’ management committee and has responsibility for the firm’s strategic direction and overall growth. He is also Chief Investment Officer of Logix LLC. His experience…

Rob has been a Partner at Waller Landsen Dortch and Davis since 1997. He attended Dartmouth for his undergraduate degree and received his JD from Columbia Law School. He lives…

Jim is the CEO and founder of Eagle View Advisors, LLC – an employee benefits and leadership/business management consulting company as well as an advisor to Aniline Inc. Prior to…

Mike currently serves as Executive Vice President of Asset Management and Operations at Bluerock Home Trust, Inc. Over the past decade, Mike has held senior financial and operational roles with…

Kathy manages a real estate management business with her husband, Mark Dennis, a former ten-year veteran of the NFL with the Miami Dolphins. Their vacation rental company manages over 100…

Jen has been with Alliance Bernstein for 22 years and serves as the Senior Vice President and Head of Defined Contribution distribution.  She studied Business Management and International Business at…

Will Coleman is the Global Head of Strategic Accounts for Franklin Templeton, and previously with Legg Mason, where he worked since 2004. Prior to his current role, he worked with…