Grow Organically thru NON-AUM Fee Structures

Registration

Conference Focus - HNW

More than 1,400,000 Families and Businesses with Net Worth's Exceeding $5 Million*

Earn Twelve Hours of Continuing Education

Our Expert Sourcing Team

The Wealth Ecosystem Dashboard
High-Touch Wealth Advisory Harmonized With High-Touch Wealth Tech

Our Expert Sourcing Team

Conference Agenda

“Fortify your client value proposition by fusing new services and products into your offering . . . 
Bridge wealth planning gaps with snap-on solutions”

Sunday, Nov 13th
5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By Gladstone Group Inc.
Monday, Nov 14th
7:30 - 8:30 Breakfast — Hosted By BDO CPA Alliance and Corenology
8:30 - 10:00 Blueprinting the HNW advisory ecosystem for the digital age.
Design your Wealth Advisory Multi-Family Office Dashboard.
Built on a holistic, elastic infrastructure for families and their enterprises.
Nick Gregory, ChWE • CEO of Wealth Advisors Hub
10:00 - 10:15 Break — Hosted By AdvisorEngine and Copia Wealth Studios
10:15 - 11:00 Blend everything you need in order to serve your HNW Families as their Wealth Custodians on a virtual basis. Aaron Hatton • Principal at Copia Wealth Studios
11:00 - 11:45 Partnering with local CPA Firms to deepen your client offering.
Create a cross-referral platform with enhanced planning capabilities.
Robert Merl • Managing Director, Operations
BDO Alliance USA
11:45 - 12:45 Lunch — Hosted By TaxPlanIQ and The Heritage Institute
12:45 - 1:30 Synchronizing TAMP Services with Functional Tech Stack Solutions. Landon Jones, MBA, CFP • President of Revisor Group Solutions
1:30 - 1:45 Break — Hosted By Oak Street Funding
1:45 - 2:30 Securing capital for mergers, acquisitions, or succession based on your firm's revenue stream. Alicia Chandler, JD • President at Oak Street Funding
2:30 - 3:15 Valuation with actionable insights - growing a business • leaving a legacy • exiting a business.
Shina Culberson • CEO at Quist Valuation
3:15 - 4:00 Wrapping your firm and your clients within a Cyber Security Suite, a 365 degree bundle.
Chris Kirkland • CEO of Cyber Team US
4:00 - 4:45 Embedding digital tax planning into your practice.
David Lukas • CEO of Tax Plan IQ
4:45 - 5:30 Unveiling your complete wealth management digital command center.
TBD
5:30 - 8:00 Networking Reception  — Hosted By Revisor Wealth Solutions
Tuesday, Nov 15Th
7:30 - 8:30 Breakfast — Hosted By OneAmerica
8:30 - 9:10 The ESOP - A powerful planning solution for business transitioning. John McGuire, AIF • Regional Director at OneAmerica
9:10 - 9:55 Buy, sell, merge and grow your Wealth Advisory Firm - A Modern Approach Daniel Kreuter • ​CEO of Gladstone Group Inc.
9:55 - 10:40 Helping advisors connect families with purpose and planning digitally.
TBA
10:40 - 10:50 Break — Hosted By Quist Valuation
10:50 - 11:30 Taking a purposeful planning approach to helping families deal with their estates.
John A. Warnick • Chairman at The Purposeful Planning Institute
11:30 - 12:00 Converting taxable capital into charitable capital - planned giving redefined.
CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations.
Nick Gregory, ChWE • CEO of Charitable Capital Design Center
12:00 - 12:45 TBD
TBD
12:45 - 1:00 Bridge the wealth planning gaps to master the planning maze at scale.
Holistic integration - Checklists and spread sheets are gone forever.
Nick Gregory, ChWE • CEO of The Wealth Engineering Hub

Conference Partners

Research & Marketing Partner

Media Partners

The FusionPower Conference

Fee Waived thru July 9th. Regular Registration: $995
You will receive an email confirmation after completion

The Wealth Engineering Institute
Home of the Professional Designation
Chartered Wealth Engineer (ChFE)

Powered By Wealth Advisors Hub

407-878-3520

Nick@MyWEHub.com
MyWEHub.com

Mailing Address:
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Sanford, FL 32771

National Headquarters:
255 Primera Blvd., Suite 160
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Contact us to learn more.


Robert Merl
National Business Resource Network Director at BDO USA

Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.

Nicholas Gregory, ChWE, ChCCA
CEO of The Wealth Engineering Family Of Companies

Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.

John A. Warnick
Founder at Purposeful Planning Institute

Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel.  He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils.  His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and  “Selecting a Trust Situs in the 21st Century”.  Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

Alicia Chandler
President of Oak Street Funding

Alicia handles ongoing business operations of Oak Street and First Franchise. She manages the leadership team, legal department, and engages in new and existing client development.
She is an experienced legal counsel with private and public background that is rooted in commercial lending to several lines of business, including insurance, registered investment advisers and certified public accountants, as well as experience in creditor's rights and litigation.

Rich Cancro
CEO of AdvisorEngine

Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America Merrill Lynch, where he was Head of the RIA custody business and responsible for developing their financial planning and reporting tools. Rich also created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. 

Landon Jones
MBA, CFP®, President at Revisor

We believe that the best way for the public to get sound financial advice is through human to human interaction with a qualified financial advisor. We also believe that advisory firms should have better solutions to their problems, firm operations should be easier and our practices should be more profitable with better results for our clients. Welcome to a new era for advisors!

Rodney (Rod) C. Zeeb, JD, HDP™, Founder and CEO of The Heritage Institute

A self-proclaimed recovering estate planning attorney, Rod Zeeb is passionate about training advisors. The Heritage Institute training is radically different from the college and continuing education to which professionals have become accustomed. Rod is passionate about training professionals to deliver what clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with implementing an estate plan.
With a casual speaking style and an easy-going persona, Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, United Way of America  National de Tocqueville Conference, Pershing’s INSITE Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others. 
Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.

Chris Kirkland, Maj (Ret) USAF
CEO at Cyber Team U.S.

A former Air Force Reserve Command Program Manager, Project Manager, Continuous Process Improvement LEAN 6S Practitioner, and Inspector General, serving throughout the Air Force system while assigned to MacDill AFB, Tampa, FL., ARPC Denver CO, and Charleston AFB, SC. As well-served full time as the Exercise and Evaluation Team Chief for Charleston AFB, overseeing the performance of 2 Wings(6000+ personnel). Chris, is Lean 6 Sigma Black Belt Certified by the Secretary of the Air Force and recognized by 2 Presidents along with several Secretaries of the Air Force for his work impacting the U.S. Air Force.

David Lukas
CEO of taxPlanIQ

Serial Entrepreneur, Investor, and Strategic Advisor | INC 5000 (5x) & Entrepreneur 360 (3x) Honoree

CEO at TaxPlanIQ: Leading tax planning and savings software driving financial efficiency.

Founder & Host, Misfit Entrepreneur: Top-rated podcast in 100+ countries, featuring insights from global entrepreneurs on unconventional paths to success.

Creator of 12 Minute Trading: Empowering financial independence through daily investing strategies in under 12 mins.

Strategic Advisor: Providing C-level executives with direction for top-line growth and streamlined systems.

Amazon Best-Selling Author: "The Ten Year Career" - Fast Track Guide to Retiring Young, Wealthy, and Fulfilled.

Aaron Hatton
Principal at Copia Wealth Studios

Aaron has worked in technology and finance for over a decade and deeply understands how to partner with stakeholders to solve complex problems in the finance sector. Aaron has played a vital role in scaling high-performing sales organizations.

He serves as a Principal at Copia Wealth Studios and leads Sales, Business Development, and Investor Relations. Aaron is also a Director at Sky and Ray, the Family Office of Copia's founder, Michael J. Sikorsky.

Previously, Aaron was a Sales Executive at Financial Recovery Technologies. This technology-based services firm helps institutional investors identify eligibility, file claims, and collect funds made available in shareholder class action, global and antitrust settlements. Financial Recovery Technologies grew globally to service over 800 financial institutions with $30 trillion in assets during his tenure.

Aaron was also a Vice President at Duff & Phelps and started his career at Gap Inc. as a Business Systems Analyst. He holds a bachelor's degree from West Virginia University

Shina Culberson, CFA
President Quist Valuation

As the President of Quist, Shina Culberson brings over two decades of financial and valuation experience to her leadership and guidance of the firm. Known for her direct style and laser focus, Ms. Culberson specializes in business and securities valuation engagements for corporate finance, financial reporting and tax purposes.
Prior to joining Quist, Ms. Culberson was an Equity Analyst for Cohen Independent Research Group where she provided security valuation and investment recommendations on public companies in the biotech, high-tech, and entertainment industries. Additionally, she served as a Director at Charles Schwab Investment Management where she managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereign investments. The team covered over 50 debt issuers and had oversight responsibility for approximately $32 billion in portfolio holdings.
Over the course of Ms. Culberson’s successful career, she has participated in hundreds of valuation engagements for public and privately held companies in a number of industries including financial services, biotechnology, software, hardware, oil and gas and entertainment.
Ms. Culberson graduated with a bachelor’s degree in Economics from Claremont McKenna College, holds the CFA designation and is a member of the Society of Analysts in Denver. 303.643.5737 Culberson@QuistValuation.com

Ken Bero
Direct of Channel Sales, Quist Valuation

As the Director of Channel Sales for Quist Valuation, Ken Bero brings over 25 years of sales, senior management, and direct operational experience in his business development role for the Quist Insights valuation and assessment Platform. Ken’s background in software, indirect channel sales, start-up companies and senior management roles position him to expand the market acceptance and use of Quist Insights.
Prior to joining Quist, Ken has held sales, sales management as well as senior management roles in several high-tech companies.  He brings extensive success and experience in building both direct and indirect sales channels for enterprise SaaS and software license products as well as Payroll and Compliance Services.  He has managed in both start up and large corporate organizations and has sales experience in multiple markets including Business Intelligence, Human Capital and Workforce Management, Identity Management, and Contingent Labor.
Ken graduated with a bachelor’s degree in Government from Bates College and holds a Master of Business Administration degree in Finance from Northeastern University.

John McGuire, AIF
Regional Director at OneAmerica

I specialize in helping retirement plan professionals with solutions that impact their bottom line and make a difference in the lives of their clients.

With over 30 years of industry experience helping financial advisors and consultants implement proven strategies that help them grow their business, I have perspective on how elite advisors run a successful practice. As a result, my advisors view me as a valuable resource. Over the past year, I developed a new LinkedIn Marketing Strategy Program by utilizing customized formulas to help advisors and consultants effectively reach decision makers from companies. This is an unique program that has had significant success with the retirement plan professional community.

Daniel A. Kreuter
Chief Executive Officer, Gladstone Group Inc.

Gladstone Associates, established in 2006, provides M&A advisory solutions to the national RIA sector, encompassing Wealth Managers and Asset Managers. As Founder of Gladstone, Dan shares in setting firm vision and strategy, works with Enterprise Clients, and oversees all operational and branding functions. Dan is also founder of D.A. Kreuter Associates, Inc. (“DAK Associates”), a national retainer-based executive search firm with decades of search success (2,500+ searches) on behalf of the global financial services community. He co-founded two successful FinTech Businesses, Coates Analytics (now BNY/Mellon Distribution Analytics) which provides productivity software on behalf of Money Managers and Advisory Platforms; and Gladstone Analytics (sold to Truelytics, purchased by Envestnet in 2022), a SaaS solution for Valuation analytics, benchmarking and business process improvement to the RIA space. Dan recently served as Chairman of the Advisory Board for Chalice Financial Network, a national peer-to-peer association group for Independent Advisors; and is on the Editorial Advisory Board of Real Assets Adviser, a leading Alternative Investments publication with over 65,000 readers in the wealth management sector. He currently serves on the Advisory Counsel for AlphaTrAI, a San Diego-based AI/Machine Learning quantitative asset manager.