We’d like to extend a special thank you to our advisory board for their insight and support.
We hope you will join us -and them – at the Innovation Summit.


Mark Tibergien, Pershing Adviser Solutions (Chairman)

Joe Duran, United Capital

Ron Carson, Carson Group

Ric Edelman, Edelman Financial Services

Sheryl Garrett, Garrett Planning Network

Jennifer Kenning, Align Impact

Shirl Penny, Dynasty Financial Partners