RIA Activate California Speakers
JC Abusaid
CEO
Halbert Hargrove
Stephanie Bogan
Founder, Chief Possibility Officer
Limitless Adviser Coaching
Ivan Illan
Chief Investment Officer
Aligne Wealth Advisors Investment Management
Stephen Rischall
Partner, Fiduciary Financial Planner
Navalign Wealth Partners
Alison Murray Burkett
Executive Vice President and Senior Partner, Head of Enterprise Development
Snowden Lane Partners
Chuck Failla
CFP, Founder & CEO
Sovereign Financial Group
Sandra Cho
President
Pointwealth Capital Management
Ryan J. Dykmans
CFA, Chief Investment Officer
Dunham & Associates Investment Counsel, Inc.
Vincent Gimarelli
Institutional Sales and Consulting Director
AssetMark
Henry Hagenbuch
Managing Director and Head of Mergers and Acquisitions
Lido Advisors
Matt Halloran
Co-Founder and Chief Relationship Officer
Proudmouth
Jonathan Hoy
Chief Operating Officer
Perigon Wealth Management
Rosemary Hueser
Senior Vice President, Manager, Advisor Trust Services
BOK Financial Advisor Trust Services
Andres Mazabel
GM of Advisors
Trust & Will
Shelby Nicholl
Co-Founder of Catalyst, Founder of Muriel Network
Terry Parham
Co-Founder, CFO & Financial Planner
Innovative Wealth Building
Alanah Phillips
NextGen Advisory Task Force Co-Chair
The American College of Financial Services
Gabe Rissman
Co-Founder and President
YourStake
Cameo Roberson
Managing Principal
Atlas Park Consulting
Michael Robinson
Business Development Consultant
Synchronize
Tamara Williams
Transitions Consultant
The Williams Consulting Group
Mike Wunderli
Managing Director
ECHELON Partners
Kyle Van Pelt
Co-Founder and CEO
Milemarker
Sid Yenamandra
Founder & CEO, Managing Partner
Surge Ventures
