For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as one of the nation’s top financial advisors, having been ranked #11 on the 2017 list of the nation’s Top Wealth Advisors by Forbes.He was previously ranked the nation’s #1 Independent Financial Advisor three times by Barron’s. Ric is the 2017 recipient of the IARFC’s Loren Dunton Memorial Award for Lifetime Achievement for his “substantial contribution to the financial services profession and the financial interests of the public.” He is an inductee of Research magazine’s Financial Advisor Hall of Fame,and has been named among the “15 most transformative people in the industry” by InvestmentNews and one of the investment advisory field’s “10 most influential figures” by RIABiz. Ric is also a #1 New York Times bestselling author who has written nine books on personal finance. His most recent, The Truth About Your Future, was published in March 2017. For more information about Ric Edelman, visit https://www.edelmanfinancial.com/about-us/about-ric.
Founder of Soul Cycle and Current VP of Brand at WeWork
Former co-CEO of Whole Foods
Founder and Former CEO of Tesla
Chief Marketing Officer of TD Ameritrade Holding Corporation
As Chief Marketing Officer, Denise Karkos is responsible for the overall management of TD Ameritrade marketing and advertising to the long-term investor, trader and advisor segments.
In this role, she leads segment strategy, brand and advertising, social media and content marketing, marketing analytics, marketing technology and operations, and corporate communications. She serves as a member of the Company’s Senior Operating Committee, which shapes the strategic focus of the organization.
Prior to joining TD Ameritrade in 2010, Karkos spent four years with TD Bank as the Senior Vice President of Marketing Planning. In this role, she managed the retail marketing strategy and helped grow the business organically and through acquisitions.
She had early career experience in media planning and buying with a focus on digital at Initiative Media, Hill Holliday and Digitas. Karkos built on this digital foundation, driving broader marketing strategies focused on advertising, CRM, branding and partnership marketing at L.L.Bean, Outside Television and VIA.
Karkos is on the Board of Directors for the Association of National Advertisers (ANA) and the Advertising Council. Throughout her career, she has received multiple marketing honors, including Adweek’s Brand Genius Award, Advertising Women of New York honoree, and Benzinga’s Unsung Marketing Hero award in 2018.
Karkos received a B.A. in Marketing from the University of Notre Dame, where she was a four-year member of Women’s Soccer and captain of the 1992-1993 team.
TV Personality, Businessman, Author
Robert Herjavec is a dynamic entrepreneur and a leading Shark on ABC’s Shark Tank. Born in Eastern Europe, he arrived to North America on a boat with his parents after escaping Communism in the former Yugoslavia. From delivering newspapers, and waiting tables, to launching a computer company from his basement, his drive to achieve has led him to the fulfillment of a better life for himself and his family. Robert has built and sold several IT companies to major players such as AT&T. In 2003 Robert founded Herjavec Group, and it quickly became one of North America’s fastest growing technology companies. Today, Herjavec Group is recognized as a global leader in information security specializing in managed security services, compliance, incident response and remediation efforts for enterprise level organizations.
Robert released his third book, You Don’t Have to Be a Shark: Creating Your Own Success published by St. Martin’s Press on May 17, 2016. Robert’s motivational business advice has received millions of impressions through TV, print, radio and digital media. He shares his expertise with other entrepreneurs each week as a leading Shark on ABC’s Emmy Award-winning hit Shark Tank.
President and CEO, TD Ameritrade
Hockey joined TD Ameritrade in January 2016 from TD Bank Group, where he most recently served as Group Head, Canadian Banking and Wealth Management, and as President and CEO of TD Canada Trust. His responsibilities covered a portfolio of global businesses totaling nearly CDN $13 billion in annual revenue and included global direct investing, advisory and Canadian asset management businesses, as well as leadership of Canadian personal banking, business banking and auto finance. Over his 32-year career with TD, he has held senior positions in a variety of areas including mutual funds, retail distribution, information technology, core and small business, credit cards and personal lending.
Hockey holds a master’s degree in business administration from the University of Western Ontario and sits on the Advisory Board of the Richard Ivey School of Business. He also serves on the board of directors of the SickKids Foundation, the largest non-governmental granting agency in children’s health in Canada, and was chair of the Hospital for Sick Children’s Research and Learning Tower Campaign. He is on the board of The Greater Toronto CivicAction Alliance and served as the 2015 Honorary Chair for The Ride to Conquer Cancer.
He was an executive member of the Canadian Bankers Association, previously serving as chair of the organization. He is also a past winner of Canada’s “Top 40 Under 40,” a program that celebrates Canadians who have reach significant success before the age of 40 in the private, public and not-for-profit sectors.
After working for British Vogue for several years, Platon was invited to New York City to work for the late John Kennedy Jr. and his political magazine, George.
Shooting portraits for a range of international publications including Rolling Stone, The New York Times magazine, Vanity Fair, Esquire, GQ and The Sunday Times magazine, Platon developed a special relationship with TIME magazine, producing over 20 covers for them. In 2007, he photographed Russian Premier Vladimir Putin for TIME magazine's “Person of the Year” cover. This image was awarded 1st prize at the World Press Photo Contest.
In 2008, he signed a multi-year contract with The New Yorker. As the staff photographer, he has produced several large-scale photo essays, two of which won ASME Awards in 2009 and 2010. Platon's New Yorker portfolios have focused on themes including the U.S Military, portraits of world leaders and the Civil Rights Movement.
In 2009, Platon teamed up with Human Rights Watch to help them celebrate those who fight for equality and justice in countries suppressed by political forces. These projects have highlighted human rights defenders from Burma as well as the leaders of the Egyptian revolution. Following his coverage of Burma, Platon photographed Aung San Suu Kyi for the cover of TIME—days after her release from house arrest. In 2011, Platon was honored with a Peabody Award for collaboration on the topic of Russia's Civil Society with The New Yorker magazine and Human Rights Watch.
Platon has published four book of his work: Platon’s Republic (Phaidon Press, 2004), a retrospective of his early work; Power (Chronicle, 2011), 100 portraits of the world’s most powerful leaders; China: Through the Looking Glass (The Metropolitan Museum of Art, 2015), in collaboration with The Metropolitan Museum of Art, and Service (Prestel, 2016), dedicated to the men and women in the United States Military, their physical and psychological wounds, their extraordinary valor, and the fierce emotions that surround those who serve.
Platon is a communicator and storyteller. He has been invited to be a keynote speaker on leadership at the World Economic Forum in Davos, Chanel, Nike, Yale University, Oxford University, Wharton University, the National Portrait Gallery in London and International Center of Photography in New York. He has also appeared on a range of television media including Charlie Rose (PBS), Morning Joe (MSNBC), Fareed Zakaria's GPS (CNN) and the BBC World News.
Platon's work has been exhibited in galleries and museums both domestically and abroad. He has exhibited in New York at the Matthew Marks Gallery and the Howard Greenberg Gallery, as well as internationally at the Colette Gallery in Paris, France. The New York Historical Society has exhibited a solo show of Platon's Civil Rights photographs, which remain as part of the museum's permanent collection. Other permanent collections holding Platon's photography include The Florida Museum of Photographic Arts in Tampa, Florida and The Westlicht Museum for Photography in Vienna, Austria and the Scotland National Portrait Gallery in Edinburgh.
In 2013, Platon founded a non-profit foundation named The People's Portfolio. The foundation aspires to create a visual language that breaks barriers, expands dignity, fights discrimination, and enlists the public to support human rights around the world. He serves as the Creative Director at Large for the Center for Civil and Human Rights in Atlanta, Georgia.
Platon is currently on the board for Arts and Culture at the World Economic Forum and serves as a steward for the Economic Growth and Social Inclusion Initiative.
President, TD Ameritrade Institutional
Tom Nally oversees the strategy and deployment of initiatives for the Advisor segment at TD Ameritrade. He also serves as a member of the company’s senior operating committee (SOC), which shapes the strategic focus of the organization.
Tom Nally is responsible for all business functions at TD Ameritrade Institutional. As president of TD Ameritrade Institutional, Nally sets the vision for key initiatives supporting independent registered investment advisors (RIAs), a growing and dynamic segment of the wealth management industry. Nally has more than 20 years of experience working with advisors and leads a tenured team focused on serving more than 4,500 independent RIAs who custody assets with TD Ameritrade Institutional.
A recognized leader and advisor advocate, Nally was named to Investment Advisor Magazine’s annual list of the 25 most influential people in the industry in 2012 and 2014. Under Nally’s leadership, TD Ameritrade Institutional has experienced strong growth and has earned accolades for delivering innovative technology to help RIAs run and build their businesses. With a focus on the future, Nally has championed efforts to attract and support the Next Generation of advisors including launching the TD Ameritrade Institutional NextGen Scholarship and Grant Program and the TD Ameritrade RIA Intern Network.
Prior to being named president, Nally was responsible for TD Ameritrade Institutional Sales. Nally and his team developed new advisor relationships and provided practice management and consultative support to help RIAs achieve their business goals. Over his tenure, he has held multiple management positions in various key segments of the business, including responsibility for trading, fixed income, advisor relations, client service, advisor technology, account services and operations.
Nally graduated from Rider University with a degree in Finance and completed the Securities Industry Institute program at the Wharton School of Business. In 2013, he completed Executive Education coursework at the Stanford Graduate School of Business. Nally currently holds Series 7, 8, 24 and 63 licenses.
Investment Strategist, Matthews Asia
Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. In addition, Andy plays a key role in communicating to clients and the media the firm’s perspectives and latest insights into China and the greater Asia region. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist where he conducted analysis into China and delivered his insights to their clients. Previously, Andy spent 17 years in the U.S. Foreign Service, with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing. In total, Andy has lived and worked in China for more than 20 years. He earned an M.A. in public administration from the Lyndon B. Johnson School of Public Affairs and a B.A. from Colgate University. He is a proficient Mandarin speaker.
Founder & CEO, Carson Group
Ron Carson is Founder and CEO of Carson Group, which serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. Founded in 1983, Carson Wealth has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high net-worth clients. Established in 1993, Carson Group Coaching has grown to become one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of thousands of advisors. Carson Group Partners empowers advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. All three organizations are headquartered in Omaha, Nebraska, but serve a broad base of advisors and investors across the U.S. and Canada.
Ron first began honing his core principles while working from his dorm room at the University of Nebraska in 1983: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually, and innovate. These driving principles enabled Carson Group to grow to over $8.56 billion in assets under advisement, which includes assets under management,* and have led Ron to receive many accolades. He is continually ranked among the top advisors by Barron’s magazine and was one of only two independent advisors inducted into Barron’s inaugural Hall of Fame.* Most recently Ron was named to Forbe’s list of America’s top wealth advisors,* coming in at number 13 out of thousands of advisors, while Carson Group was recognized for making the Inc. 5000 list of America’s Fastest Growing Private Companies.
Ron is one of the most celebrated and respected financial advisors and executives in the industry—he is a sought after speaker, thinker, and investment strategist. In the spring of 2012, Ron continued to expand his industry leadership by co-founding aRIA. aRIA is a “think-tank” study group comprised of six forward-thinking RIA firms, which collectively manage more than $17.5 billion in client assets, and Advisor Growth Strategies, a leading consulting firm serving the wealth management industry. The group offers insight for advisors considering ways to enhance their firms’ enterprise values. As a member of the Financial Advisor Council of CNBC, Ron also writes guest columns and provides insight and frontline perspective to the CNBC Digital news team. In 2014, Ron joined The American College of Financial Services board of trustees for a three-year term. The College offers turnkey programs that produce effective advisors who are able to join a team and make an impact immediately, helping the industry by adding capacity, and building the next generation of advisors. Ron’s academic credentials include being a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, and a Chartered Financial Consultant.
Ron is also actively involved in the community. He and his wife, Jeanie, founded The Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses. He also founded the American Charitable Foundation—a foundation established for a more efficient disposition of charitable assets—and served as a past President of the Child Saving Institute.
A nationally acclaimed New York Times bestselling author, Ron has shared his success principles through several books, including 2005’s Tested in the Trenches, 2007’s Avalanche, 2012’s second edition of Tested in the Trenches, and most recently The Sustainable Edge, released in 2016 and written for business owners who are seeking a fuller, more rewarding work-life balance.
Ron and Jeanie reside in Omaha and have three wonderful children. He enjoys spending time with his family, collecting and drinking wine, golfing, flying, pheasant hunting, and he’s an avid Nebraska Cornhusker fan.
President, Brokers Clearing House
Dan Allison is not your typical consultant. Many people rely on academic credentials as evidence of their ability, but Dan also has the practical experience to back it up. With a background in clinical and behavioral psychology, Dan used his knowledge to co-found a mental health company while he was still an undergraduate. The company began as a small, five-employee firm and grew to several hundred employees within a few short years. Much of the growth of his company can be attributed to the same strategies he teaches business professionals through his consulting and public speaking.
Dan sold his first company for millions while still in his twenties and has dedicated his career to showing professionals how gaining a better understanding of their clients will lead to an incredible referral relationship. In a few short years, Dan has gone from a virtual unknown to speaking on some of the largest stages in the world. His message is simple: “Your clients are the best consultants for your business, and you need a solid process for engaging your clients in your business and its growth.” By using Dan’s easy-to-implement strategies, businesses across the country are seeing big improvements in their referral relationships and their bottom line.
Retired Navy SEAL, Endurance Athlete and Motivational Speaker
The odds were stacked against David Goggins making anything of himself. He grew up in an abusive household, barely graduated high school, and struggled with serious health issues, but he not only became a Navy SEAL, the most elite unit in the American military, he is the only member of the U.S. Armed Forces to complete SEAL training (including two Hell Weeks), the U.S. Army Ranger School (where he graduated as Enlisted Honor Man) and Air Force tactical air controller training.
A few years later he became one of the greatest endurance athletes in the world. David has completed multiple ultramarathons, triathlons, and ultra triathlons, setting new course records and regularly placing in the top five. David also set a Guinness World Record for the most number of pull-ups in a 24 hour period completing 4,030 in 17 hours.
His achievements made him the subject of a lead feature in Runner’s World, where he was named “Running Hero”. Outside Magazine named him “The Fittest (Real) Man in America.” The Navy SEALs tagged him as their poster boy and lead recruiter.
In November, 2015, he was the subject of the New York Times Bestseller, LIVING
WITH A SEAL, and since leaving the military he’s become a sought after public speaker. He’s spoken to numerous professional sports teams, Fortune 500 companies and other large organizations in both the public and private sector.
Co-founder and CEO, Jetblack & Co-founder, Rent the Runway
Jenny recently started Jetblack, the first portfolio company within Walmart’s startup incubator. As CEO and Co-Founder of Jetblack, she is disrupting traditional e-commerce with a personal shopping service over text message and voice to offer consumers highly-personalized, one-to-one shopping experiences. Jenny Co-Founded Rent the Runway, a business that has transformed the retail industry by making designer clothing rentals a convenient and accessible luxury experience for millions of women. During her time at Rent the Runway, Jenny wore many different hats, serving as President, Head of Logistics, Head of Business Development and Head of Special Projects. Jenny remains a Rent the Runway board member and adviser.
Jenny has been honored with numerous recognitions including: Inc. Magazine’s “30 Under 30”; Fortune Magazine’s “40 Under 40” and “Most Powerful Women Entrepreneurs”; and Fast Company’s “Most Influential Women in Technology”. Prior to Rent the Runway, Jenny worked at Lehman Brothers and Morgan Stanley as part of their Strategic Planning Groups.
She earned her MBA from Harvard Business School and graduated Cum Laude from Yale University. She is Co-founder of the RTR Foundation, a proud advisor to several female-founded start-ups, serves on the advisory board of the HBS Startup Studio and is a guest lecturer at Yale, Princeton, NYU, Columbia and Harvard Business School. She currently resides in New York City with her husband and three children.
Co-Founder, Radical Ventures
Pascal is Co-Founder at radical Ventures and Singularity University’s Chair for Entrepreneurship & Open Innovation. His work focuses on the intersection of technology, global impact, and culture; inspiring, educating and empowering entrepreneurs, corporate irritants and change makers to tackle the most intractable problems of our time.
He has spent his career pushing the boundaries of technology and passionately believes it can profoundly impact the betterment of humankind. He got started on the net before there was a web browser, founded a series of technology startups, led eBay’s Platform Solutions Group in Europe, launched a consulting firm helping entrepreneurs with their strategy & operations, and invested into early-stage tech startups.
Pascal led Mozilla’s Open Innovation Lab, created Mozilla’s accelerator program WebFWD, and headed up Mozilla’s Office of the Chair. As Principal at Google.org, he invested into social impact organizations around the globe.
Most recently he built Singularity University’s startup programs including the SU Accelerator and Venture Fund. Further, he founded the nonprofit organizations Mentor for Good and The Coaching Fellowship; the “GyShiDo” (Get Your S%#& Done) movement and publishes the opinionated newsletter, “The Heretic”, which is read by tens of thousands of change-makers globally. He’s the author of the published book “The Heretic - Daily Therapeutics for Entrepreneurs”.
Pascal frequently speaks and writes about the magic and potential which happens at the intersection of technology, culture & global impact. He is also a trained Co-Active executive coach working with clients on achieving their full leadership potential. Most of all – Pascal loves to work with changemakers who want to, and can, make things better.