In 1981, Jim graduated from the United States Air Force Academy and retired in 1996 after a long career in the Air Force as a leader, engineer, metallurgist, project/program manager, and acquisition officer. Then Jim moved into successful engagements with global companies like General Motors/Delphi.
Later, Jim took his talents to other well-known companies including Enerpac, John Deere, ServiceMaster, Bobcat and Chromalloy. Through mentoring, teaching, and leading team efforts in operational and business services, these efforts improved profitability by double-digits.
Certified as a LEAN and Six Sigma Black Belt/Champion he led 1000+ projects at the individual and corporate-wide level to improve multiple facets of business. His wide senior leadership experience with private equity, publicly held companies, and the government allows him to draw on this proven experience to quickly pivot and provide any business partner with personalized and tailored approaches and solutions to meet their unique needs.
Dan Clark is the founder and CEO of an International Leadership Development Company; a HighPerformance Business Coach; New York Times Best Selling Author of 35 books; University Professor; a Primary Contributing Author to the Chicken Soup for the Soul series; International Podcaster; Gold Record Songwriter; and an Award Winning Athlete who fought his way back from a paralyzing injury that cut short his football career.
Dan was inducted into the National Speakers Hall of Fame – and has been named one of the Top Ten Motivational Speakers In The World.
Dan has spoken to over 6 million people, in all 50 states, in 71 countries, on 6 continents, to more than 6000 audiences including most of the Fortune 500 companies, Super Bowl Champions, NASA, and to our Combat Troops in Iraq, Afghanistan, Asia and Africa.
Dan has appeared on over 500 television and radio shows including Oprah and Glenn Beck, PBS and NPR, and has been featured in the Mayo Clinic Journal, Forbes, Inc., Success, Entrepreneur, Thought Masters and Millionaire Magazines.
Dan's extraordinary life includes soaring to the edge of space in a U2 Spy plane; flying fighter jets with the Air Force Thunderbirds; racing automobiles at Nur-burg-ring and sailboats in Australia; serving on the Olympic Committee and carrying the Olympic Torch in the Winter Games; and keynoting the United Nations World Congress.
Dan was named an Outstanding Young Man of America - and has since received the United States Presidential Medal presented by President Ronald Reagan; the United States Distinguished Service Medal presented by the U.S. Department of Defense; was the national recipient of the prestigious Air Force American Spirit Award; and was named Utah Father of the Year!
Greg Friedman, MS, CFP®
Greg Friedman is an innovator and advocate for excellent wealth management. He is the Chief Strategy Officer for Wealthspire Advisors, a leading national wealth management firm, and the co-founder and former CEO of Private Ocean Wealth Management. In addition, he co-founded Junxure, an industry-leading CRM for advisors, which was acquired by AdvisorEngine. Greg is known as a pioneer for elevating the movement toward tighter technology integration in the financial planning industry.
He has been recognized by many publications and institutions over the years, including being named a Top 25 most influential financial advisor by Investment Advisor Magazine from 2008 to 2010. In 2008, Financial Planning Magazine included Friedman in its elite list of financial “Movers and Shakers.” Charles Schwab honored him in 2007 with its prestigious IMPACT Award® for “Best in Tech.” Greg was also recognized in InvestmentNews' 2017 Class of Icons and Innovators, and in 2018 Greg was named CEO of the Year at the WealthManagement.com Industry Awards.
Greg is on the Board of The Marine Mammal Center and the Vice-Chair of its Finance Committee; in 2020, he was named a Nonprofit Leader by the North Bay Business Journal for his dedication to the community. He is the author of three books for financial advisors; Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond, and Integrating Culture in Successful RIA Mergers and Acquisitions.
Cynthia Greenfield, CPCC, is a Change Management Coach and Founder of Culture Keen. Culture Keen specializes in working with leadership teams to build exceptional workplace environments where employees are excited to engage and drive the company’s mission by strengthening employee development, ownership, and accountability.
Cynthia offers solutions and data by delivering the metrics companies need to engage their workforce to embrace growth and impending change while helping companies attract and retain their most valuable asset – talented people.
Cynthia Greenfield is a certified leadership coach and has held senior positions in fintech and financial services organizations for more than a decade. She managed all institutional relationships for Junxure and was the Chief Experience Officer at Private Ocean.
Greenfield has experience as the company's in-house coach charged with developing healthy leadership and nurturing an infectious culture. She was an advisor to growth, marketing, and client success departments and led initiatives for positive community and environmental impact. Under her leadership, Private Ocean earned the Best Place to work in the RIA industry award for 2022.
In addition, Greenfield is an expert in the human side of M&As and co-authored "Integrating Culture in Successful RIA Mergers and Acquisitions" with Greg Friedman.
Kate Healy is a financial services industry executive and NextGen advocate, purposefully building brands.
Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014 Impact Award winner for Diversity and Inclusiveness.
She is the 2021-2022 board chair for the Foundation for Financial Planning and clerk of the Invest in Others board. Kate also is a founding member of the CFP Board's Women's Initiative (WIN) Council, the Center for Financial Planning's Advisory Council, and the Center’s Diversity Advisory Board. She was formerly managing director for TD Ameritrade Institutional, leading marketing and Generation Next.
Healy is a frequent contributor to industry publications and podcasts, including Barron’s: The Way Forward, WealthManagement.com, and InvestmentNews, and is a repeat speaker at industry events including FPA, NAPFA, FA Magazine, and TD Ameritrade’s LINC national conference. Healy holds a Bachelor of Arts in Economics from Rutgers College.
Eric Hehman is Chief Executive Officer of Austin Asset. Eric joined Austin Asset in 1997 as an unpaid intern, became a principal in 1999, and CEO in 2007. In 2014, Eric completed the seven-year transition plan providing for the retirement of the firm’s founder. Today, the firm oversees more than $1.3 Billion in assets under management and is currently ranked the #1 Financial Planning Firm by the Austin Business Journal with 15 CERTIFIED FINANCIAL PLANNER™ practitioners.
Beyond Austin Asset, Eric cares deeply about bringing leaders together for the future success of their businesses and sharing his story to encourage them fueled the fire that led to the release of his first book in 2015: Success and Succession. He enjoys the conversations that have come from the book so much that in 2019 he developed a consulting offering, Conduit Group, to bring firm owners and next generation leaders together to solve internal succession and build sustainable businesses.
In 2013, Eric was honored as the winner of the “Austin Under Forty Award” which recognizes executives for their outstanding professional achievements and contributions to the community.
Eric is a graduate of the University of Texas at Austin and earned the CFP® designation in November 1999, as one of the youngest in the nation at that time. Eric lives in his hometown of Austin with his wife JayLeen, and their four children.
Angie Herbers is founder and managing partner of Herbers & Company, a full-service strategy, management, and innovation consulting firm serving financial advisory firms across the globe. She brings two decades of experience consulting, researching, and training financial advisory firms to long-term, scalable growth. To learn more, you can visit: www.herbersco.com
Herbers is a veteran writer for the advisory industry. Her research and writing have been featured in numerous trade publications across the world. Investment Advisor magazine has named Herbers one of the “Top 25 Most Influential People in the Advisory Industry” numerous times over the past fifteen years.
Global transformation Leader since 1994, Chris added >$350 million in value for small, mid-market, and large companies. His vocation: guiding senior leaders to build sustainable, scalable, and saleable businesses by executing focused and system-wide programs across borders, functions, industries, levels, and technologies.
With dual-degree Master’s (Thunderbird & ESADE in Barcelona, Spain), he joined Arthur Andersen Business Consulting in Chicago. He worked for 13 years at Fortune 500 firms, working across the US and the globe, starting in Corporate Audit, then International Finance, Financial Shared Services (Business Decision Support), Business Transformation Team (Lean Six Sigma Green Belt), and Global HR, where he led all aspects of HR Risk Management, reporting to the HR EVP.
In 2009, he joined a global management consulting firm (Inc. 5000). Leading multiple cost reduction, compliance, and process improvement teams at Fortune 500 clients, he helped AArete grow by a factor of 10 (both employees and revenue).
Daniel Seivert is the CEO and founder of ECHELON Partners – one of the leading investment banks and consulting firms to the wealth and investment management industries. Over his 30-year career, Mr. Seivert has advised on more than 500 M&A assignments, valued over 1,800 companies and evaluated more than 2,000 acquisition targets. During this time Mr. Seivert has served on the Board of Trustees of Occidental College, and the Boards of AssetMark Investment Services, Direct Capital Markets, and BridgePortfolio.
Prior to starting ECHELON, Mr. Seivert was one of the founding Principals of Lovell Minnick Partners, a private equity firm where he placed over $100MM in investment capital. Mr. Seivert was also a buy-side analyst at The Capital Group (American Funds) where he valued publicly traded firms in the asset management and securities brokerage industries. He began his career in the M&A department of Skadden Arps Slate Meagher & Flom.
Mr. Seivert has been the President of ECHELON’s FINRA-registered Broker Dealer for the past 18 years and holds Series 6, 7, 24, 62, 63, and 79 licenses. A widely-recognized industry expert, he has authored 22 reports dealing with the wealth and investment management industries. He has an Advanced Bachelor's degree in Economics from Occidental College and a Master of Business Administration degree from UCLA’s Anderson School of Management. Mr. Seivert is a native of Los Angeles and currently resides in Manhattan Beach, California.
Jonathan Sprinkles works with organizations that want to increase profits and productivity by leveraging The Power of Connection™.
Trust is the new currency of business. Jonathan Sprinkles, “Your Connection Coach” has been recognized for over a decade as a thought leader on the psychology of the human connection—the force that drives engagement, loyalty, and profitability.
The author of 13 books, including two international bestsellers, Jonathan’s innovative approach inspires positive culture shifts throughout organizations. Labeled a “turnaround specialist” by executives and celebrity clients, Jonathan has earned multiple awards for excellence in business and leadership coaching, and is well known as a top-rated keynote speaker. And here’s why: Jonathan gets it. He knows the difference between what looks good on paper and what really works when applied to your business’ environment.
Jonathan’s practical, proven strategies have worked for organizations like yours that want to re-energize their workforce and reconnect their people to their mission and key initiatives. Jonathan has pioneered a movement, inspiring high-functioning teams of people to trust each other, work together, communicate better, and win bigger.
An innovator in both his approach and his delivery, Jonathan has a clear understanding of what truly motivates others. Jonathan’s tips and strategies have been featured in: ABC, Fox News, Headline News (HLN), Forbes.com, The Huffington Post, and USA Today.
Jonathan has helped organizations ranging in size from 10 to 50,000 across various industries, helping them achieve alignment among the company’s mission, customer loyalty, and increased profits. After a few minutes with Jonathan, you will feel like you have known him your entire life.
Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the profession, author of The New Profession, and for 20 years was a contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.
Over his 40-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor website. He is a sought-after speaker for many of the planning world’s most important professional conferences.