Tina C. Powell

Tina C. Powell

Partner, Head of Marketing and Business Development, Beacon Wealth Management

Tina C. Powell is Partner and Head of Marketing and Business Development at Beacon Wealth Management where she leads marketing communications, digital and social media, with an emphasis on the total client experience.

A dynamic leader with more than 20 years of experience, Tina is credited with launching “SheCapital” the first “robo-advisor” for women and creating “Twitternomics” a social media primer for financial advisors. Tina received a bachelor’s degree in Business Management, magna cum laude, from Fairleigh Dickinson University and master’s degree in Graphic Communications Management and Technology from New York University.

Tina currently serves on the TD Ameritrade Institutional Presidential Panel and is a member of Financial Planning Association, Women in ETFs, and Toastmasters International.

David Armstrong

David Armstrong

Executive Director, Content and User Engagement, WealthManagement.com

David Armstrong is the editor-in-chief and executive director of content and user engagement for WealthManagement.com and its print component, Wealth Management magazine.

His journalism career began at Fox News, where he was one of the first business reporters for Foxnews.com. He worked at Forbes magazine for eight years, covering everything from entrepreneurs to technology to finance. There, he was a co-editor of the Forbes 400, the annual ranking of the 400 richest people in America.

In addition to his journalism background, Armstrong was a senior editor at HNW, a boutique marketing company, crafting messages and communications directed at high-net-worth clients of financial advisors from clients including Merrill Lynch Wealth Management, Wells Fargo, UBS and Northern Trust. In that role, he also helped spearhead major bespoke research projects—both qualitative and quantitative, on HNW investors and their relationship with financial advisors—for clients like Fidelity, Lincoln Financial and RBC Wealth Management.

He is a graduate of the University of Wisconsin-Madison and has taken post-graduate courses at the New School for Social Research.

Timothy D. Welsh, CFP®

Timothy D. Welsh, CFP®

President, CEO and founder of Nexus Strategy, LLC

Timothy D. Welsh, CFP® is president, CEO and founder of Nexus Strategy LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading financial services and technology firms to distribute products and services through the advisor channel.

Prior to founding Nexus Strategy, Tim was director of business consulting services for Schwab Advisor Services, where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.

Prior to joining Schwab, Tim was vice president at Merrill Lynch, where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and WealthManagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor’s degree in economics from the University of California, Berkeley and an MBA in finance from the University of Colorado.

Tim holds the Certified Financial Planner (CFP®) designation and is an active member of the Financial Planning Association (FPA), where he serves in a leadership role on a number of task forces and committees, and was formerly an elected member of the National Board of Directors.

T. Neil Bathon

T. Neil Bathon

Managing Partner, Fuse Research

T. Neil Bathon is managing partner of Fuse Research Network, a leading-edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive and forward-looking guidance to firms in the asset management industry. Fuse Research Network delivers tactical research-based, client-specific recommendations that improve the productivity and effectiveness of the resources devoted to sales, marketing, and product management.

Darrin Courtney

Darrin Courtney

Principal Executive Advisor, CEB

Darrin Courtney is a Principal Executive Advisor in CEB’s Financial Services Practice, specializing in wealth management. He advises executives on their most pressing challenges, focusing on both business and technology initiatives, via strategy sessions and hosted networking events. His research advisory areas include tools that enhance advisor/client collaboration, including financial planning, portfolio management, client reporting, aggregation, digital tools and other wealth related platforms.

Mr. Courtney is a frequent speaker at industry and company events and is often quoted in the financial trade press. He has more than 25 years of financial services experience in operations, client service, sales, product management, and business development roles. Prior to joining CEB, Darrin held positions at Scudder, Stevens & Clark, Columbia Asset Management, MFS, AARP Financial Inc. and The Hartford.

He holds a BA from the University of Massachusetts at Amherst, an MA from Northeastern University and is a Certified Financial Planner professional.

Julie Littlechild

Julie Littlechild

Founder, AbsoluteEngagement.com

Julie Littlechild is the Founder of AbsoluteEngagement.com. The company conducts on-going research among financial professionals, their clients and their teams to uncover the drivers of engagement and growth. That data is the foundation for engaging keynote presentations, workshops and thought leadership programs across North America, the United Kingdom and Europe.

Julie has worked with and studied top-producing financial advisors for twenty years. She was the founder of Advisor Impact, creator of the Client Audit client feedback program, and is a recognized expert on client engagement and growth. Julie is a frequent speaker at sales and industry conferences, and contributes to a range of industry publications.

Julie sat on the national board of the Financial Planning Association from 2010 to 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine, and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, UK and Canada, and holds an MBA from the University of Toronto.

Tom Lydon

Tom Lydon

Editor and Publisher, ETF Trends

Tom Lydon is editor and publisher of ETF Trends, a website with daily news and commentary about the fast-changing trends in the exchange traded fund (ETF) industry. Mr. Lydon is also CEO of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net-worth individuals. He has been involved in money management for more than 30 years.

Mr. Lydon serves on the board of directors for U.S. Global Investors, Inc. and is an independent director on Guggenheim Investments’ fund board. Mr. Lydon helped create the CNBC Model ETF Portfolios. He is the author of The ETF Trend Following Playbook, as well as iMoney: Profitable Exchange-Traded Fund Strategies for Every Investor. He is the co-founder of Virtual Summits, a provider of educational virtual events for financial advisors.

Craig D. Pfeiffer

Craig D. Pfeiffer

Founder and CEO, Advisors Ahead LLC

Craig Pfeiffer is the founder and CEO of Advisors Ahead LLC, pursuing a passion to continuously elevate the professionalism of the investment advice industry and the successful development of financial advisors. Advisors Ahead has developed an innovative bridge between graduating university students and financial services firms. Their resident and internship programs develop candidates to help existing financial advisors grow their practices with new associate financial advisors. Advisors Ahead supplements university curriculum with interpersonal skills, relationship dynamics, industry content and mentoring. This complete solution from sourcing, selection and onboarding through professional development adds significant leverage to existing financial advisors, allowing them to focus on the continued success of their practice.

Additionally, Craig is the president of Hohting Group LLC, an executive strategy firm focused on financial services insight, advice and executive coaching. He is engaged as the executive chairman of the board at Inlet LLC, a joint venture between Broadridge (NYSE: BR) and Pitney Bowes (NYSE:PB), as a senior advisor to executive management at Broadridge, as an advisory board member at Snowden Lane Partners and serves as a board director for PriceMetrix. Craig is an executive coach with Lee Hecht Harrison’s International Center for Executive Options (ICEO).

Craig is a proven senior financial services executive, following 29 years with Morgan Stanley Smith Barney and predecessor firms. He transitioned from MSSB in 2012 where he was vice chairman and a member of the executive committee. From 2003 to 2011, Craig held a progression of senior leadership positions as director of the National Sales Group, and later additional responsibility for marketing strategy and client communications, desktop technology solutions, and brokerage-based banking. Craig advanced innovative initiatives to increase FA teaming and initiated the foundation for a culture of excellence with the care of the client. In 2008, he added responsibilities for financial planning and wealth advisory resources, and heading a number of businesses including retirement services and the Global Corporate Equity Solutions Group.

Active with industry and community organizations, Craig is a member of the board and the executive committee of Citymeals-On-Wheels serving New York City, and president of Bright Seed Foundation. He serves on the Dean’s Council for Kelley School of Business at Indiana University. Previously, he was active with the Private Client Group committees of the Securities Industry Financial Markets Association (SIFMA) and is a past committee co-chairman.

Martine E. Lellis

Martine E. Lellis

CPA and CFP®, Sullivan, Bruyette, Speros & Blayney (SBSB)

Martine is the chief operating officer for Sullivan, Bruyette, Speros & Blayney (SBSB), an SEC-registered investment advisor located in McLean, VA. SBSB manages over $2.75 billion for affluent individuals, families and institutions, and offers a full range of comprehensive financial planning, portfolio management, fiduciary and tax services.

Martine earned a bachelor’s degree in mathematics from Duke University, and an MBA from Georgetown University. She is a Certified Public Accountant (CPA), as well as a Certified Financial Planner (CFA). She has consulted with Keir Educational Resources as a writer and instructor for CFP exam review courses. She was a former member of the Schwab Advisor Services Technology, Operations & Service Advisory Board.

In her free time, Martine enjoys CrossFit, traveling with friends, and hanging out with her rescue Tabby.

Matt Lynch

Matt Lynch

Managing Partner, Strategy & Resources, LLC

Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. Matt, who has over 25 years of industry experience, has had a successful career as a financial services senior executive and consultant. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. Matt serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management. His management consulting is highly customized and leverages an innovative open-architecture business model which provides clients access to multiple subject matter experts from independent consulting firms.

Matt’s professional background includes progressive senior leadership roles as President & CEO of an independent broker-dealer and RIA, Capital Analysts Incorporated, CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where Matt was a Director of the business consulting group where he was widely recognized for his industry expertise in succession planning, M&A, and financial services distribution strategies. Matt was also affiliated with Tiburon Strategic Advisors as a Principal where he focused on strategy consulting.

Matt is a frequent keynote speaker at company events and industry conferences for firms and organizations throughout North America. He also serves as a board director for a number of financial services firms.

Scott Smith

Scott Smith

Director, Cerulli Associates

Scott leads Cerulli’s research efforts focused on investor behavior and advisory relationships. Prior to his current role, he led Cerulli’s research efforts in intermediary distribution and has been the lead author of many reports across these practices.

Scott has more than 19 years of financial services industry experience, with particular concentrations in advice delivery and distribution strategy. Prior to joining Cerulli Associates, Scott held a variety of roles at MFS Fund Distributors and Putnam Investments with a focus on strategic planning and product development.

Scott received his B.A. from The Johns Hopkins University in Economics and his MBA with a focus on marketing from Bryant University.