Conference Agenda

Click Here to download Agenda PDF 

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

Monday, March 27th
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 • CEO of Wealth Advisors Hub
10:15 - 11:00 Blend everything you need in order to serve your HNW Families as their Wealth Custodians on a virtual basis. Chirag Nanavati & Robin Williams • Managing Directors of Vantage
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 • National Practice Director of BDO Alliance USA
12:45 - 1:30 TBD TBD
1:45 - 2:30 A fully integrated platform for tax-qualified retirement plans.
Single Employer Plans - Pooled Employer Plans - IRAs
David Herlihy • Senior Vice-President at Slavic401k
John Slavic • CEO at Slavic401k
2:30 - 3:15 Learn a new language in communicating, on-the-fly, with advisory clients.
A customizable, interactive, voice activated mobile app.
Mitch Morrison • CEO of Eyeballs Financial
Brian Fitzgerald • CTO of Eyeballs Financial
Bill Burks • President of  Eyeballs Financial
3:15 - 4:00 Integrating private banking solutions into your practice.
Securities based lending - FDIC Insurance Deposit Programs - Liquidity Solutions
John Leto • EVP, Head of Institutional Banking at The Bancorp Bank
Joseph Bennett • Head of National Accounts of The Bancorp Bank
4:00 - 4:45 Including comprehensive trust services and estate administration into your wealth management offering. Michelle Diamond, CFTA • Chief Development Officer at Cumberland Trust
4:45 - 5:30 Simplify asset management into one turnkey platform: 
Investment Management - Marketing - Support - Tech Stack - Design
Kyle Wiggs • CEO of UX Wealth Partners
5:30 - 6:15 Converting taxable capital into charitable capital - planned giving redefined.
CRTs - CLTs - CGAs - DAFs - PIFs - Private Foundations - Give@Work.
A cloud based micro donor advised fund platform - Philanthec®
Nick Gregory • CEO of Charitable Capital
Dave Gilmartin • CMO of Givinga
Tuesday, March 28th
8:30 - 9:15 An ​estate planning digital platform built for wealth advisors.
Matt Morris • CEO at Encorestate Plans
9:15 - 10:00 Putting tax advisors in control of their client's tax records. See what the IRS sees virtually, on-demand. Charles Hayes • SVP of Revenue at Tax Status
10:15 - 11:00 TBD TBD
11:00 - 11:45 Bridge the wealth planning gaps to master the planning maze at scale.
Holistic integration - Checklists and spread sheets are gone forever.
Nick Gregory • CEO of The Wealth Engineering Hub

Video Interviews

Mitch Morrison - Eyeballs Financial

Kyle Wiggs - UX Wealth Partners

Chirag Nanavati - Asset Vantage

Matt Morris - Encorestate Plans

David Herlihy - Slavic 401k

Dave Gilmartin - Givinga

Michelle Diamond - Cumberland Trust

Eric Thorson - Tax Status

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

Powered By Wealth Advisors Hub


Mailing Address:
265 Terracina Drive
Sanford, FL 32771

National Headquarters:
255 Primera Blvd., Suite 160
Lake Mary, Florida

Contact us to learn more.

    Thank you! Your message has been sent.
    Unable to send your message. Please fix errors then try again.

    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.

    Michelle Diamond
    Chief Development Officer of Cumberland Trust

    Michelle Diamond is Chief Development Officer & Executive Director of Regional Markets. She joined the Cumberland Trust team in 2001, at the firm’s founding. At Cumberland’s start, Michelle, a Trust Officer, helped to establish the open architecture platform that focuses on helping families and forming partnerships with advisors. Early on, she developed the Special Needs Trust group, now a part of Distinctive Care, serving the needs of client family members with disabilities. As Cumberland Trust grew, Michelle developed the blueprint for expansion into regional markets and she worked to open our nine regional offices. Currently, Michelle manages the business development team, who work in Cumberland Trust’s headquarters and in each of its regional offices. She is responsible for overseeing the development team and its new trust opportunities. Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee .  Michelle holds a B.A. in Business Administration from Hanover College and is a Certified Trust and Financial Advisor and is a graduate of Cannon Trust School.

    Matt Morris
    CEO at Encorestate Plans

    Matt’s career has been a series of entrepreneurial endeavors. A few years after the financial crisis, Matt pivoted into a role as a financial advisor and discovered a brand new fintech tool called Riskalyze. That discovery launched a transition into becoming the first sales hire at the startup technology firm and as Vice President of Sales, Matt built the process, strategy and sales organization from a start-up into a dominant industry leader. Ready for a new early-stage endeavor, Matt saw the desire advisors had to expand their holistic planning capabilities and the need for a high-quality estate planning partner. He joined Helios Integrated Planning and began building again a game-changing fintech solution for advisors. At the end of 2021, EncorEstate Plans was launched from Helios with its team intact where Matt took on the CEO role to lead the firm in its next phase of development and growth.

    Chirag Nanavati
    Managing Director at Asset Vantage

    Chirag Nanavati is part of the founding team of Asset Vantage and leads its India business operations including global product management, global engineering & technology and Middle East/Asian markets. Previously Chirag lead UNIDEL company Softdel as its CEO.

    Chirag has wide ranging experience from managing start-ups and technology commercialization to venture capital. He started his career with Honeywell R&D labs in the US where he worked on commercializing real-time, mission-critical avionics and automation products. Subsequently, he was involved with an early-stage venture fund and later led business development and operations for a technology startup he co-founded.

    Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA and a BS in Computer Science from Michigan Tech University, USA.

    Robin Williams
    Managing Director at Asset Vantage

    Robin Williams is a Managing Director at Asset Vantage, focusing on new business development, client relationship management and supporting the development teams’ product and implementation strategies. Prior to joining Asset Vantage, Robin was Managing Director of Institutional Relationships at Archway Technologies.

    In this role, Robin was responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Robin joined Archway in 2016 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Product Development and CTO.

    While at PCR he was responsible for development and implementation of product and technology with the firm’s Private Bank, Registered Investment Advisor (RIA) and Family Office clients.

    Robin holds a Bachelor of Science from the College of Charleston, SC.

    David Herlihy
    Senior Vice-President at Slavic 401k

    As Senior Vice President of Sales, David is responsible for driving sales and engagement with the pooled employer 401(k) plans.

    Prior to joining Slavic 401k, David spent over 14 years with Fidelity Investments in a variety of roles. Throughout his career at Fidelity, he held several management positions primarily focused on servicing multi-channel wealth and retirement segments. In addition to his roles at Fidelity, he held several management positions in both sales and relationship management in both the financial as well as the technology industries.

    David holds a Bachelor of Arts in Political Science from St. Lawrence University.

    John Leto
    Executive Vice President, Head of Institutional Banking
    The Bancorp Bank

    John Leto is Executive Vice President and Head of Institutional Banking at The Bancorp. John is uniquely positioned to serve the strategic needs of our Institutional Banking clients based on his tenure with some of the most notable financial services organizations. He transitioned from his position as Chief Administrative Officer where he led Operations Services, Marketing, Public Relations and Investor Relations, as well as Human Resources, Organization Development and all Sales Effectiveness and Practice Management programs.

    Prior to joining The Bancorp, John served as Senior Vice President and Head of National Sales of Wealth Management at TD Bank, where he managed the sales expansion strategy throughout the U.S. Previously, he was President and Chief Executive Officer of Standard Chartered Americas Private Bank, where he also served as Chairman, President and Chief Executive Officer of StanChart Securities International. As part of Standard Chartered’s U.S. Executive Committee, he was responsible for all Wealth Management businesses within the U.S. and Latin America. John also held several senior management roles at Citigroup, where he served as Citi Private Bank’s Chief Administrative Officer with responsibility for the U.S., Latin America, Asia, Europe and the Middle East.

    Kyle Wiggs
    Co-Founder, CEO at UX Wealth 

    Kyle’s passion is disruptive solutions. He spent a decade and a half listening to financial advisors and their clients. One thing became clear: advisors and their clients are looking for better solutions. As a leader, Kyle can deliver cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients.

    Charles Hayes
    SVP of Revenue at Tax Status

    Chuck Hayes likes to describe himself as a banker by trade but works in fintech by choice.  He spent 20+ years working in the community banking and credit union space holding a variety of roles where he learned the value of leveraging data to enhance the customer experience.  He migrated from banking to fintech because he sees financial technology as the bridge between organizations and customers.  Chuck is an SME on the use of information from tax records to deepen relationships, make better recommendations, and gather additional assets.  In his current role at Tax Status Chuck leads the organization in delivering their technology solution to banks, credit unions, wealth advisors, certified financial planners and lenders to give them the ability to see what the IRS sees and leverage that information for a best-in-class client experience. 

    Mitch Morrison
    CEO and Founder at Eyeballs Financial, LLC

    Over the past 43 years Mitch has held executive positions with companies such as E.F. Hutton, Allmerica Financial, Travelers Portfolio Group, Smith Barney, Morgan Stanley, Financial West Group and FourStar Wealth Advisors. Mr. Morrison was the past president of Financial West Group with over $4 billion in assets under management and over 100,000 investment accounts. Mitchell is the founder of Financial Literacy Project, a non-profit, tax-exempt organization dedicated to classroom instruction of high school and college students.  He is also the author of four books which reflect his education and career. During the “cold war years,” Mitchell was employed by the Federal Bureau of Investigation stationed in Washington D.C. and New York City. He worked in the area of foreign counter intelligence and counter espionage. He also formed and operated “World Trade Center Miracles Foundation” and “Americas Ride” appearing on “Good Morning America”, ABC, CNN, NBC, and CBS. He has organized national fund-raising efforts for both 9/11 World Trade Center relief and Hurricane Katrina disaster relief. He is a graduate of University of Southern California, School of Journalism and George Washington University, Masters Forensic Science. 

    Joe Bennett
    Director, Head  of National Accounts at The Bancorp

    Joe works with investment firms, financial professionals and their clients and business executives to expand their financial management tools. He leads the National Account Management team’s efforts for the Bancorp Institutional Business. Joe has over 25 years of experience in the financial services industry. Previously, he was a founding partner of m-Power Holdings, a start-up B2B2C next generation private-label wealth management lending platform to deliver planning based, total balance sheet solutions to affinity groups, RIA’s, financial professionals and their clients. Prior to that time, Joe built best-in class wealth management sales & lending operations for Merrill Lynch Credit Corporation and Charles Schwab Bank. He also served as National Sales Director at Schwab.

    Brian Fitzgerald 
    Chief Technology Officer at Eye Balls Financial

    Mr. Fitzgerald has over two decades of executive leadership in technologies fields within the Graphic Design, Software and Digital Marketing industries. Some of the better-known companies Mr. Fitzgerald has worked with include, QVC, licensors NASCAR, US ARMY, NFL and MLB. He began his career as Web Master at Cast Art, until he was recruited by the Van Group to be the Director of Marketing and New Media. His prime responsibility was to oversee the digital transformation of the company and education of its 300 field sales reps. Later, Mr. Fitzgerald became the VP of Marketing and Digital Media for Ultra Solutions, an international medical device company. In addition to rebranding the company, he conceived and executed digital and traditional marketing campaigns to a global B2B/B2C market. Through his graphic redesigns and digital marketing strategy the company’s sale revenue doubled within eighteen months. An expert in new technology utilizing data driven analytics, Mr. Fitzgerald was educated at. Cal State Fullerton, Fullerton CA, in New Media, Graphic Design, Digital Marketing.

    Dave Gilmartin
    VP Sales and Strategy of Givinga

    As Givinga redefines modern giving through its Philantech® tools and technology, Dave partners with companies of all sizes to unlock the full potential of charitable giving to deliver meaningful impact and business results. He combines his life long passion for philanthropy with over 25 years of digital sales, strategy and product development working with leading global brands and innovative startups including Comcast, NY Times, and AdPerfect.