Speakers

Amy Burdge

Amy Burdge brings a career’s worth of experience in financial services. She’s served as an editor, marketer, sales executive, and events director for a national b-2-b insurance publication; thrived as a member of the marketing and business development teams at Buckingham; and worked as the marketing manager at fpPathfinder. Each experience offered Amy a new lens through which to view financial services, and the result is a deep appreciation for the advisors who do critical work for clients. In late 2023, Amy launched AHB Communications for fee-only fiduciary financial advisors. The work advisors do aligns with Amy’s core values, which enables her to work in lockstep with her clients to amplify their mission and value proposition to attract, retain, and engage their ideal clients.

Robert Carey, CFA

Bob has over three decades of experience as an Equity and Fixed-Income Analyst and is Chief Market Strategist.

Bob travels throughout the United States and Canada giving brokers and investors clear and concise analysis in understanding the markets, currenttrends and what he believes are opportunities today and beyond. As a guest on television and radio programs including Bloomberg TV, CNBC and

Chicago’s WBBM Newsradio 780’s Noon Business Hour, Bob imparts his views to a large audience. He has also been quoted by several publications, including The Wall Street Journal, The Wall Street Reporter, Bloomberg News Service and Registered Rep.

He is a recipient of the Chartered Financial Analyst (CFA) designation, and is also a member of the CFA Society of Chicago and the CFA Institute.

Bob is a graduate of the University of Illinois at Champaign-Urbana with a BS in Physics.

Robert DeRochie

Bob is a Senior Vice President and Fixed-Income Specialist. Bob has over 34 years of portfolio management and investment experience and has a strong background in asset management for institutional clients and credit analysis. He currently speaks at National Conferences on behalf of First Trust sharing insights and strategies in the fixed-income markets. In addition, Bob works with financial professionals in helping to position their fixed-income portfolios for their clients.

Before joining First Trust, Bob was a Senior Vice President, Portfolio Manager and Credit Analyst for Stonebridge Advisors LLC, a firm which specializes in the management of preferred securities. His past experiences include being a Chief Financial Officer as well as a Portfolio Manager. Bob managed

an extensive portfolio of fixed-income assets which included a large component of preferred securities with a reinsurance company.

Bob received his BS in Finance and Economics from Alfred University, Alfred, NY, and his MBA in Finance from the University of Bridgeport.

Prior Experience:

Startech Environment Corporation (Chief Financial Officer)

National Reinsurance Corporation (AVP, Portfolio Manager): Managed $700M

Mike Kurz, CFP®️, CIMA®️, CPWA®️, RMA®️, CAIA

As the Director of Programs, Mike Kurz, CFP®️, CIMA®️, CPWA®️, RMA®️, CAIA serves to grow the strength of the Institute through continuous improvement in each of the certification programs along with connecting to members to ensure a rewarding learning experience. He leads program development for CIMA®️, CPWA®️ and RMA®️ Certification Education Programs. Mike builds curriculum, sources course material and collaborates with subject matter experts while participating in activities that enhance candidate success. Mike has spent more than 20 years in the world of Wealth Management in counselling Investors and Financial Advisors.

Dr. Riley Moynes

Dr. Riley Moynes has enjoyed a distinguished career spanning four decades in both the public and private sectors. In public education, he served as a Department Head, a Superintendent, and a Director of Education. He also authored several textbooks including a History of Russia, and a World Religions text. In the private sector, he was a Founding Partner of a major Canadian Wealth Management Firm, and Senior Financial Advisor. Since stepping back from day-to-day involvement in financial services, Dr. Moynes researches and writes reader-friendly publications on topics of general interest and presents Workshops across North America based on those publications.

Brian O. Wright, CFP®

Brian O. Wright, CFP® is the Co-Founder of Fiduciary CFO, a forward-thinking tax, accounting, and planning solution for RIAs. In 2014 he co-founded FA Bean Counters, the first virtual accounting & tax firm for financial advisory practices, which sold to XY Planning Network in 2017. He is the owner of Wright Planning, LLC - a Fishers, Indiana-based RIA that works exclusively with business owners.