Hank Cassa (Sr. Account Manager) and Brandon Heid (Sr. Financial Planning Practice Management Consultant) are heading to the Grand Canyon state from Oct. 18-20.

Paul Veira (Senior Advisory Enterprise Sales Manager) will be in Kentucky attending the NAPFA conference from Oct. 18-21.

John Caputo (Sr. Inside Sales Manager - Geo Accounts), Connor Sung (Director, Practice Mangement), Chris Mauriello (Financial Planning Practice Management Consultant), Rose McWilliams (Sales Development Representative), and Conor Dotson (Sales Development Representative) will be in the City of Brotherly Love from Oct. 24-26

Justin Houchens (Senior Advisory Enterprise Sales Manager) and Jeff DiGiovanni (Inside Sales Manager Named Accounts) will be in the windy city from Nov. 6-8.

Richard Grotto (VP, Enterprise Sales), Salman Siddique (Senior Sales Development Representative), Justin Houchens (Senior Advisory Enterprise Sales Manager) will be in Texas from Nov. 28-30.

Sasha Grabenstetter (Financial Planning Education Consultant), Emily Koochel (Manager, Financial Wellness and Education), & Arleny Abad (Senior Financial Planning Education Consultant) are heading to 'The Big Easy' on Nov. 29.

The group below is heading to Sin City to attend the annual T3 conference! Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you! Madeline McAleer (FPG) Patrick Matlick (FPG) Megan Thompson (Marketing) Jonathan Karp (Sales) Alex Mauritz (Product) Chad Porche (Product) Joshua […]

Jordan Loomis (Sales) and Connor Sung (FPG) are heading to Arizona for the Wealthspire Advisor Summit from Jan. 28-31. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

Salman Siddique (Sales), Paul Vieira (Sales), Justin Houchens (Sales) will be in Orlando from Jan. 29-31! Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

Check out who's heading to California for the Kestra Ascend conference from Feb. 4-7! Lisamarie Roberto (Relationship Management) Conor Dotson (Sales) Breanna Gutierrez (Client Support) Connor Sung (FPG) Madeline McAleer (FPG) Paul Vieira (Sales) Feel free to reach out to the attendees and set up some time to connect if they’re in a city near […]

Justin Houchens and Rich Grotto from Sales will be in New Orleans at the end of February. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

Justin Houchens, Salman Siddique, and Oscar Salazar from Sales will be in the sunshine state from May 13-16. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

Tarnisha Bruce, Jeff DiGiovanni, and Justin Houchens will be in sunny Florida from May 20-24. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

Larry Romano will be on the west coast from May 22-23. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!