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Fintech Solutions Summit

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Speakers

Dr. Aprille Trupiano

Author, Financial Business Consultant

Steve Rader

Founder, Crowd Resources Consulting

Alex Bottom

Co-Founder, LoanBuddy

Roger Lorelle

President, Collegiate Funding Solutions

TJ Hill

Director of Marketing, Asset-Map

Mike Zebrowski

Founder & CEO, Advisor Innovation Labs

Amy Easterly

AVP, Customer Growth SmartRia

H. Adam Holt

CEO & Founder, Asset-Map

Seth Preus

Founder, Mivation

Alex Hopkin

Founder, Simply Paraplanner

Seth Slaughter

Relationship Manager, Redtail Technology

Jason Nachreiner

National Sales Director, Mobile Assistant

Jen Pritchard

Partner, Simply Paraplanner

Corey Westphal

CEO, Mobile Assistant

Nate McGrath

AVP Strategy & Product, Life Happens

Samantha Russell

Chief Marketing & Business Development Officer, Twenty Over Ten

Derrick Girard

CEO, ionlake

Brian Martin

Director of Client Experience, Advisor Innovation Labs

Adrian Carr

CTO, SmartRIA

Erik Svensson

Customer Success Manager, Life Happens

Jeff Tompkins

Co-founder & President, AdvisorConnect

Mac Bartine

CEO, SmartRIA

Nick Cisler

Growth & Success, DecaReach

Scott Magoon

Co-Founder, LifeArcPlan

Ryan Galiotto

Founder, The Student Loan Practice

Michael Wallin

Co-Founder, LifeArcPlan

Scott Tyler

Vice President, e-Relationship

John Baier

Chairman & Co-founder, 25 Point Systems

Robert Krumroy

President & CEO, Identity Branding

Harsh Pandya

Vice President of Business Development, Giant Oak

Kyle Christensen

President, Personal Financial Snapshot

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LoanBuddy for Advisors

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Booths

25 Point Systems Inc.

Attract, Retain and Grow Using Gamified Activity Management Tools

Advisor Innovation Labs

AI Labs

AdvisorConnect

Integrated marketing solutions

Asset-Map

Visualize the Possibilities

AT International

Improve People, Performance and Profitability

Collegiate Funding Solutions

College-planning software for financial advisors

Crowd Resources Consulting LLC

Stay Competitive in the Rapidly Evolving Global Economy

e-Relationship

Your 24/7 Marketing Assistant!

Garrett Planning Network

Garrett Planning Network

Giant Oak, Inc.

Giant Oak Search Technology (GOST®) makes screening easy

Life Happens

Best-in-class insurance marketing resources

LifeArcPlan

Client Data Gathering and Practice Management Solutions

LoanBuddy for Advisors

Student loan repayment planning solutions.

Mivation

Create a culture of performance, recognition, momentum and fun

Mobile Assistant

Talk Don't Type

MyRepChat

Compliant, Integrated Texting Solution

NAILBA

The Voice of Independent Brokerage Distribution

Personal Financial Snapshot

Principles-Based Financial Planning

Redtail Technology

Leading Provider of Web-Based Client Relationship Management

Simply Paraplanner

Expand Your Business, Not Your Office

SmartRIA

Comprehensive RIA compliance management platform

Twenty Over Ten

A digital marketing platform for the modern advisor