Stan Janowiak is a Managing Director – Investments at Wells Fargo Advisors (Westlake Village, CA}. Stan focuses on private wealth management and assisting sell-side engagements for privately held business owners.…

Vishal Jain was the head of Financial Wellness strategy and development at Prudential Financial. He led the evolution of Prudential’s financial wellness offerings. Prior to that role, Vishal led strategy…

Vinny joined Transamerica in 2020 as a Regional Vice President on the DCIO side. Prior to that, he worked as a Senior Retirement Consultant for Oppenheimer Funds. He graduated from…

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…

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…