Bill is the Chief Executive Officer of Blue Ridge ESOP Associates and previously was President of OneAmerica Retirement. He received his B.S in Business Administration from the Ohio State University’s…

Matt Wiltshire was a mayoral Candidate for the city of Nashville in August, 2023. Prior to this role, he was the the Chief Strategy and Intergovernmental Affairs Officer for the…

Jeremy is the Managing Director of Operations for Sheridan Road Financial, a division of Hub International. He is a retirement plan services professional who is passionate about developing effective retirement…

Graham is the Director of Relationship Management and Strategic Partnerships at WealthManagement.com. He attended Kenyon College.

Richard recently became President of Vestwell and is based in Brentwood. Before this role, he was Divisional Vice President for Ascensus. He is a graduate of Lipscomb University, where he…

Robert is and award-winning entrepreneur, best-selling author, and President and CEO of Imperial Cleaning Services in Nashville. In addition to his work with ICS, Robert is the founder of Impact…

Grace is Marketing Manager at VIST Labs. She obtained her MS in marketing from the University of Texas and resides in Chicago.

Jason is CEO of Opry Medical Group, Guidance Whiskey, JUSCO, and Hydrate the Hood. He is a high-performing operational strategist with a passion to help others develop generational wealth. Prior…

Mr. Reinsdorf is the President of FroogaliT, LLC, a global mobile payments company and security house. After a long legal and investment banking career, Jon currently works with his family…

Elena works for Capital Group and prides herself in championing superior retirement outcomes for America’s workforce. She is MBA Candidate, at the University of Virginia, Darden School of Business and…