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https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1559176795067-OHXPHVP9HS7YST5OJU3A/Revised-Agenda-5.29.19.gif Summit Agenda https://www.devoeandcompany.com/masummit-1 daily 0.75 2019-02-07 https://www.devoeandcompany.com/sponsors daily 0.75 2019-05-07 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1557262820567-QF9JOCFYDLID6VI31TN1/Logos+v5+2+19.jpg Sponsors https://www.devoeandcompany.com/travel daily 0.75 2019-04-12 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1543346415177-D3H5LUPT49UD70VRQEAK/map+pic.PNG Travel Harvard Club of New York City https://www.devoeandcompany.com/2019-speakers daily 0.75 2019-07-25 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1545944030280-IG4BKK43H3N4A0NEIJ4A/Mark+Tibergien_250x300.png 2019Speakers Mark Tibergien - CEO, Advisor Solutions, BNY Mellon | Pershing Mark Tibergien is Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing and a member of Pershing’s Executive Committee. Pershing is one of the country’s leading custodians for registered investment advisors and family offices. Mark is also a member of BNY Mellon’s Diversity & Inclusion Advisory Council to the CEO. Prior to joining Pershing in 2007, Mark was a principal at the accounting and consulting firm, Moss Adams LLP, where he was partner-in-charge of the Business Consulting group, chairman of the Financial Services Industry group and partner-in-charge of the Business Valuation group. Previously, he was president of a nationally recognized bank and business training and consulting firm, a principal in an investment management and business valuation firm, a writer for a financial trade magazine and a general assignment newspaper and radio reporter. Mark has worked with public and private companies on matters related to business management, transition planning and strategy formulation since 1976. This includes hundreds of independent registered investment advisors, broker-dealers, investment managers, insurance companies and other financial services organizations in the United States, Australia, Europe, the Middle East and Canada. In a 2017 Investment Advisor survey, Mark was named The Most Influential Person in Financial Services, with almost half of respondents voting for him. For his contributions to the industry, Mark was named to the 2016 InvestmentNews’ Icons & Innovators list which recognizes those who have shaped and transformed the financial advice profession. In 2015, Private Asset Management magazine honored Mark with a Lifetime Achievement Award for his dedication, commitment and achievements in the industry. Mark has been recognized 14 times by, Investment Advisor (IA) magazine as one of the “25 Most Influential People” in the financial services industry and, in 2016, IA ranked Mark as number one in the “Top 7 Most Honored People in IA’s 25 History.” Mark received the 2015 Insiders Forum Leadership Award, and was named to the 2012 InvestmentNews “The Power 20” list. For eight consecutive years, Accounting Today recognized Mark as one of the “100 Most Influential” people in the accounting profession. He is the author of four books published by Bloomberg Press (John Wiley & Sons), Practice Made Perfect, How to Value, Buy or Sell a Financial Advisory Practice, Practice Made (More) Perfect and the latest, The Enduring Advisory Firm, co-authored with Kim Dellarocca, Global Head of Marketing for Asset Servicing and Technology at BNY Mellon. Mark has also been a regular columnist for Investment Advisor magazine and monthly contributor to ThinkAdvisor.com on management issues since 2005. Mark has previously served in a variety of community and industry organizations including the Rotary Club of Seattle, Travelers Aid Society, the Foundation for Financial Planning, the International Association for Financial Planning and the SIFMA Foundation. Most recently, Mark was named to the Advisory Council for the Center for Financial Planning whose mission is to promote diversity in the advisory profession. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1548292940764-OLLF75SJY35J3XIBTXZA/Picture2.jpg 2019Speakers Ruediger (Rudy) Adolf Founder, Chief Executive Officer & Chairman Focus Financial Partners Rudy founded Focus in 2004 to provide a forum where leading independent, entrepreneurial wealth management firms can do what they do best – provide high quality advice to their clients – with additional support for growth; all without the limitations of traditional wirehouses. A recognized industry expert, Rudy frequently speaks at industry events and helps partner firms strategically grow their practices. He has been a member of the Focus board of directors since its formation in 2015. From 1998 to 2003, Mr. Adolf served as Senior Vice President and General Manager of the AMEX Global Brokerage and Banking division. Prior to this role, Mr. Adolf was the Senior Vice President of Strategy and Business Development. Before joining AMEX, Mr. Adolf was a partner at McKinsey & Company. Rudy holds a Doctorate and Master Degree in Law from the University of Innsbruck, Austria. When not working Rudy is an avid world traveler and enjoys skiing – including heli-skiing – with his wife, two sons and daughter. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1547740544407-BI6SBES1G00H781SCF7T/Dave+Barton+250x300.png 2019Speakers David Barton, JD Vice Chairman, Current CEO 2008-2017 Mercer Advisors Dave began his career at Mercer Advisors in 2000 as General Counsel. He led and managed nearly all Mercer Advisors departments with great success before being promoted to President in 2004. He was Chief Executive Officer from 2008 – 2017 and a member of the Mercer Advisors Board of Directors from 2004 – 2017. Dave was the architect responsible for transforming the company from a closely held mid-size RIA, to a fully institutionalized platform business providing the full suite of family office services. Dave was also responsible for establishing Mercer’s strategic partnerships and building its national salesforce fomenting Mercer’s rapid organic growth. Under Dave’s leadership the organization grew from $2.9B in AUM with 2,900 clients to over $10.9B in AUM with approximately 7,000 clients while dramatically increasing profitability. He earned his Bachelor of Arts degree in Political Science from University of California, Irvine, and his Juris Doctor from the University of the Pacific, McGeorge School of Law. He became a member of the California State Bar in 1992. Prior to joining Mercer Advisors, David practiced law as a trial attorney, specializing in commercial and securities litigation. Dave’s current role with Mercer Advisors is Vice Chairman spearheading Mercer Advisors’ mergers and acquisitions activities. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1547741880989-FSEQRIE28HBWKP7O5Y77/Marty+3.5x4.25.jpg 2019Speakers Marty Bicknell - CEO & President Mariner Wealth Advisors As the CEO and president of Mariner Wealth Advisors, Marty drives the strategic direction and growth strategies, analyzing and anticipating market trends and future opportunities for the firm. As a recognized leader in wealth management, he devises innovative solutions to meet the needs of our clients. He has extensive personal and professional experience with closely held family businesses and their unique complexities. He often mentors other successful entrepreneurs. Marty, along with seven others, founded Mariner Wealth Advisors in 2006 with a goal of keeping the client at the center of all we do. He wanted to build a firm that could simplify our clients’ lives by having all the resources they need under one roof. The day the doors opened, Marty made the promise to put the clients’ interests before anything else...a promise he still holds dear to this day. Marty has a bachelor’s degree from Pittsburg State University in Pittsburg, Kan. He serves on the board of directors for the KU Advancement Board for the University of Kansas Medical Center and on the MRI Global Board of Trustees. He is a member of the Young Presidents Organization (YPO) and is a board member for the Civic Council of Greater Kansas City. He is also involved in supporting several organizations through his sponsorship and committee participation, including the Juvenile Diabetes Research Foundation (JDRF), KU Med Cancer Care, Youth Entrepreneurs, Global Orphan, Big Brothers Big Sisters of Kansas City, the Nelson-Atkins Museum of Art and Marillac. Marty was named in Investment Advisor’s 2016 Top 25 Influential People in the investment/financial industry, the Kansas City Business Journal’s 2018, 2017, 2016, 2015 and 2014 Power 100 List and, under Marty’s leadership, Mariner has had the privilege of being ranked in the top two 2017 and 2016 Independent Advisory Firms by Barron’s. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1557262309934-J9GNCMQG19RM76ESO853/Rick-Dennen_sm.jpg 2019Speakers Rick Dennen: Founder, President & CEO Rick Dennen is President and CEO of First Commercial Finance, a division of First Financial Bank, which operates under the brands of Oak Street Funding and First Franchise Capital Corporation. As founder of Oak Street Funding, Rick led the specialty lending company from a business concept in 2003 to the nation’s top insurance lender. Since then Oak Street expanded its lending offerings to registered investment advisors (RIAs), certified public accountants (CPAs) and indirect auto finance companies. In addition, Oak Street offers third-party loan servicing to multinational bank portfolios and backup servicing to securitized portfolios. After Oak Street Funding was purchased by First Financial Bank in 2015, Rick took on the additional role of President of First Franchise Capital Corporation, a business providing commercial lending to restaurant franchisees. Through Rick’s leadership, First Commercial Finance has experienced exponential growth resulting in a portfolio that exceeds $1B. Before founding Oak Street, Rick was a partner in a venture capital firm serving various capacities for portfolio companies within the fund. He was also a Senior Manager at Deloitte serving public and private companies in the financial services and manufacturing industries. Rick earned both a Bachelor of Science in Accounting and a Masters of Business Administration from the Indiana University Kelley School of Business. He has authored and been featured in numerous articles in leading publications. Rick is an adjunct professor of venture capital and entrepreneurial finance at the Indiana University Kelley School of Business and has spoken at conferences, universities, seminars and other events. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1547742397749-G80TT2MHMQLR9CB5GELD/Matt+C+3.5x4.25.png 2019Speakers Matthew B. Cooper - Partner, President Beacon Pointe Wealth Advisors Matt is the founding partner and President of Beacon Pointe Wealth Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Prior to the founding of Beacon Pointe, he spent several years with a financial firm in Newport Beach. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications. He also regularly speaks on a host of wealth management and industry-related topics. Matt has a passion for continuous lifetime learning with a focus on the wealth management and financial life management industry. At a time when the industry is changing more rapidly than any other point in history, his focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. While at USC, Matt served as President for the Sigma Alpha Epsilon Fraternity. He remains a supporter of both the University and the National Fraternity. He also serves on the Advisory Committee of Serving People in Need (SPIN) and is a member of Legatus International. He has been past President of the Newport Mesa National Junior Basketball program, past President of the Andersen Elementary School Foundation (DEANS), and also served on the Investment Committee of The Orange Catholic Foundation. He lives in Newport Beach with his wife and has three sons. Matt enjoys travel, running marathons, and spending time with his family. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1549566352233-AYDAEBE9S32N0XHAS97N/Mike.jpg 2019Speakers Mike McGinley is the general manager of the Investment Advisory lending team at Live Oak Bank. Mike joined the team in 2013 as a senior loan officer, contributing to the over $600 million in loan originations that Live Oak Bank has made to advisors since its inception. As the General Manager of the team, Mike consults with advisors and their executive teams on acquisition and loan structuring, succession plan strategies and how to finance them, and how capital can help fuel growth for their businesses. Prior to joining Live Oak Bank, Mike was a vice president of business development for PNC Bank, where he originated small and middle market commercial loans throughout the Mid-Atlantic region. Mike has spent his entire career in commercial lending, and has helped get more than $100 million into the hands of business owners nationwide. Mike has an MBA with a focus on accounting from Drexel University and a bachelor’s degree in finance from the Smeal College of Business at Pennsylvania State University. He is a native of New Jersey and currently resides in Wilmington, North Carolina. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1547744316007-TMOZR69Q0X603YALDZ22/WEISSBLUTH%2Bhigh%2Bres.jpg 2019Speakers Elliot Weissbluth - Chairman and Founder HighTower Elliot Weissbluth founded HighTower in 2007, in the midst of the financial crisis, to disrupt Wall Street with an innovative business model that combined the best of the traditional financial service models into a single company. Over his 11-year tenure as CEO, Mr. Weissbluth led and grew HighTower into one of the nation’s leading wealth management firms, building a unique collaborative culture of the nation’s elite financial advisors, a unique technology and services platform and a national brand. Under Mr. Weissbluth’s leadership, HighTower has enjoyed massive growth and today has 92 advisor teams across 33 states who collectively manage approximately $60 billion in client assets. A former litigator with a deep passion for advocacy, Mr. Weissbluth is a relentless champion of the fiduciary standard and a vocal advocate for transparency and integrity in financial services. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1549566468358-PN60YNHX0D9YVGDMF180/dustin.jpg 2019Speakers Dustin Mangone is a Managing Partner and the Director of Investment Advisor Services for PPCLOAN, a cash-flow based lender providing nationwide financing to service sector businesses. He has nearly 14 years of experience with cash-flow lending, has evaluated and underwritten over $500 million in M&A loans, and spends 100% of his time consulting on the M&A financing needs of RIAs and Independent Investment Advisors. Dustin’s experience is focused on advisor acquisitions, mergers, buy-ins, buy-outs, equity purchases, succession plans, and debt consolidations. Dustin is a 2002 graduate of Texas A&M University and spent 2 years as a financial advisor providing retirement planning for non-profit organizations before joining PPCLOAN in May of 2005. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1556315283468-OHOFJTI3IYIAG4YWLOJH/swenson.headshot_sm.jpg 2019Speakers Edward C. Swenson Chief Operating Officer, Dynasty Financial Partners Mr. Swenson is the co-founder of Dynasty Financial Partners. He is responsible internally for all technology, operational and client servicing relationships and externally for all outside vendor and technology relationships established for the firm. Prior to Dynasty, he was a Portfolio Manager for the Legg Mason Partners Large Cap Growth Fund, where he oversaw trading, rebalancing and distribution network communications for Smith Barney’s Multiple Discipline Accounts division. Mr. Swenson is a graduate of both the London School of Economics and New York University’s Stern School of Business. He serves on the boards of Citizens Union and the Urban Assembly New York Harbor School, where he also serves as treasurer. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1553102979163-ZJW9PX5WOEHOCEPVYLBT/Bryce_Skaff.jpg 2019Speakers Bryce Skaff, CFACo-head of Global Client Group and Vice President Bryce Skaff is Co-Head of the Global Client Group (GCG) and serves in a leadership role on several of the firm’s key strategic committees. He helps to shape the vision and oversee the management of the GCG, which consists of more than 500 professionals committed to delivering an outstanding experience to advisors, intermediaries, and institutional investors around the world. Bryce has been with Dimensional since 1998. He was most recently Dimensional’s Head of US Financial Advisor Services, which helped advisory firms design more effective investments, messaging, and business strategies. Prior to that, he was Head of the Strategic Relationship Group and held various Regional Director positions, which included working with advisors across the US and leading the firm’s Latin America business. Prior to joining Dimensional, Bryce was a secondary markets analyst for Provident Funding. A CFA® charterholder, Bryce has an MBA from the Anderson School of Management at the University of California, Los Angeles, and a BA in finance from Santa Clara University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1525113351041-LEYZ71LGOH465M57I21N/Francine_250x301.png 2019Speakers Francine Miltenberger - Managing Director DeVoe & Company Francine joined DeVoe & Company in April of 2012. She is a licensed investment banker with fifteen years of experience in M&A transactions in the Financial Service Industry as both an investment banker, an acquirer and a seller. Formerly, she was President of Kaspick & Company, a privately held asset management firm, where she revitalized operations, grew AUM from $3B to $4.5B and created an exit for the founders through a sale to TIAA-CREF. At PNC Bank, she was CEO & Division Executive of Treasury Management Services. At Chase Manhattan Bank, she held a number of positions in its Merger Office and Private Bank. Francine has an undergraduate degree in Economics and Psychology from Wellesley College and an MBA from Harvard University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1557262353047-GLNUEIV7NES7BAXG69VG/Hamburger_Brian__Sm.jpg 2019Speakers Brian Hamburger, JD, CRCP MarketCounsel, President and CEO Brian is the Founder, President and CEO of MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial independent investment advisers. He is also the founder and managing member of the Hamburger Law Firm, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. MarketCounsel and the Hamburger Law Firm are the result of an incessant entrepreneurial spirit and genuine desire to provide an unexpected level of value and service. Together, the consulting and law firms represent an unparalleled combination of preeminent counsel and uncompromising service to participants in the retail securities industry. Brian is an entrepreneur, attorney, columnist and outspoken industry advocate for independent investment advisers. For the past 19 years, he has served at the helm of MarketCounsel and the Hamburger Law Firm. In 2015, Wealth Management named Brian as one of the top thought leaders in wealth management saying, “Over the past decade, Hamburger has been the architect behind almost all of the highest-profile breakaway deals in the industry, helping advisors navigate the legal thicket of transitioning away from brokerages and into independent business models. As such he’s been a central, but often unheralded, force in the evolution of the RIA industry.” In 2014, REP. Magazine featured Brian on its cover as “The Engineer” of the RIA evolution. Brian is often called upon to speak at regional and national conferences, not to mention his own annual gathering of the industry’s top advisers and thought leaders. While he has delivered the keynote address to the country’s state securities regulators and met with members of Congress on proposed legislation, he is more comfortable addressing school-age children. He is currently a regular contributor for CNBC and has been quoted by The Wall Street Journal, New York Times, Bloomberg BusinessWeek, Dow Jones, and Reuters as well as every investment industry publication. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1525113201947-OH59JEOL8RO20I0ACL60/Tim+Kochis_250x300.jpg 2019Speakers Tim Kochis - Special Advisor DeVoe & Company Tim joined forces with DeVoe & Company in January 2017 with a passion to build out the most comprehensive succession and continuity platform in the industry. With 44 years of experience, Tim has long been recognized as one of the key leaders in and influencers of the wealth management industry. Tim is the former CEO and Chairman of Aspiriant, one of the industry's most admired firms, and co-author of Success & Succession (Wiley, 2015), a best-selling book on succession planning for RIAs. He led the wealth management practices at Bank of America and at Deloitte through the 1980’s before co-founding Kochis Fitz in 1991. The merger of Kochis Fitz and Quintile to form Aspiriant has been recognized as one of the industry’s most strategic RIA M&A transactions. Tim was also a co-founder of the Personal Financial Planning Program at University of California, Berkeley, one of the first accredited financial planning programs in the United States, where he taught for eighteen years. Tim has an MBA from the University of Chicago, a JD from the University of Michigan and a Bachelor of Arts degree from Marquette University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1525113436079-3DRVUHAW3OVVGV75BIWF/Vic+Esclamado_248x300.png 2019Speakers Vic Esclamado - Managing Director DeVoe & Company Vic Esclamado joined DeVoe & Company in September of 2015. He has over 30 years of experience in financial services strategy and technology-driven new product development, with almost a decade working on business and technology solutions for RIAs. Vic recently served as Chief Operating Officer of True North Advisors, a large, fee-based RIA in Dallas, TX, where he handled all the business aspects of the firm, freeing up the founders to focus on new and existing client relationships. In addition to overseeing finance, HR, operations, legal, compliance and technology, Vic led strategic projects focused on organic growth, cost efficiency and advisor profitability as well as M&A initiatives. Prior to that, Vic served as an SVP-Strategy for a large multi-business division at Bank of America, where his team recommended the purchase of Fleet Bank and the largest US credit card issuer, MBNA. With those deals completed, Vic led the merger integration efforts for the Consumer Bank. In his career, Vic has had the privilege of doing the strategy and product management work to launch online brokerage at Schwab, as well as online bill payment and online banking at Intuit. Vic earned his MBA from Stanford GSB and his undergraduate BA from Yale University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1548282826993-E6G72Y9L8EIKVW5C3W21/David+DeVoe_248x300.png 2019Speakers David DeVoe - Managing Director DeVoe & Company David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in valuation, consulting and investment banking engagements since launch. Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express. David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management. https://www.devoeandcompany.com/new-page-1 daily 0.75 2019-06-28 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561680913115-HSV8CISI01ZGHB244Y3Y/image-asset.jpeg 2019 M&A+ Summit Photos https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561678038773-MCESROKJ7J931HUV2DWK/DeVoeCompany_MASuccessionSummit2019_JustinMcCallumforOrange-760.jpg 2019 M&A+ Summit Photos https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561678636811-XIJWLFL88XBNQL6QHWBZ/DeVoeCompany_MASuccessionSummit2019_JustinMcCallumforOrange-778.jpg 2019 M&A+ Summit Photos https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561678055059-OK75D66AH4V7LH96VMK2/DeVoeCompany_MASuccessionSummit2019_JustinMcCallumforOrange-691.jpg 2019 M&A+ Summit Photos https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561678607937-LG1KQ061XS8G6NZO206D/DeVoeCompany_MASuccessionSummit2019_JustinMcCallumforOrange-299a.jpg 2019 M&A+ Summit Photos https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561678669696-T8NYMFT2FIHVMC6EOMU9/DeVoeCompany_MASuccessionSummit2019_JustinMcCallumforOrange-140.jpg 2019 M&A+ Summit Photos https://www.devoeandcompany.com/capitalworks daily 0.75 2026-01-21 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1585672340894-YV5T984PR3U4R2SENCGL/image-asset.jpeg Capital https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1600265070710-MOTSUS2DTO5D80BFZM3D/WM.com+Award+Winner+sml.jpeg Capital https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1565841931298-62JGYK3RDMIRM8E082ZA/DCW+image.gif Capital 30k cellDiscounted Cash Flow Model https://www.devoeandcompany.com/events daily 0.75 2026-02-27 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/4b9003ca-3c86-48ed-b5c9-65d21194e17b/Elevate+2026+Headline+Banner+%281%29.png DeVoe & Company Events Overview - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/cef483d6-39d2-4140-bbab-291cfbd84ff6/M%26A%2B+2026+Headline+%281%29.png DeVoe & Company Events Overview - DeVoe M&A+ Succession Summit September 21-22, 2022 | Chicago Learn the fundamentals of deal making and transition planning. Take your M&A plan to the next level. Learn more. https://www.devoeandcompany.com/g2-forum2 daily 0.75 2019-12-19 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1570028074155-IFCYFPMARV5KL0UF44VM/hotel-02.jpg G2 Forum intro https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776589501-M92EO2DOEQYPUHPGSD6P/Dave_Opening+%2810%29+copy.jpg G2 Forum intro David DeVoe kicks off the G2 Forum in front of a packed house. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776621795-NXBL8EJHPNM06BQWSIOH/David+Canter+%281%29.JPG G2 Forum intro David Canter, EVP, Fidelity Clearing & Custody, provides perspectives on the Evolving RIA Ecosystem. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776651623-OMSJ6GDYG1FUNEQQ7TCB/0163.JPG G2 Forum intro https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776679350-ETALABVG79FEUL5I7CJQ/Audience+%2812%29.JPG G2 Forum intro https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576782682814-7IA87NW58IRZWKAKBG2Y/Lisa_edited.jpg G2 Forum intro Lisa Crafford, VP, Advisor Solutions, BNY Mellon | Pershing discusses Empowering NextGen. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576782971303-W09FXBYZTCX0993ZTRV0/Audience+%284%29.JPG G2 Forum intro https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776981161-9SP5Y8IZLAMO8KJGT91C/Tim+Kochis+%2814%29.JPG G2 Forum intro Tim Kochis, Special Advisor, DeVoe & Company, provides points about succession of ownership and control. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776734086-RZO6N14FMW4KMMZ2PKKB/Lender+panel.png G2 Forum intro Brad Grubb, Managing Director, DeVoe & Company leads a panel of experts discussing the G2 Financing Equation. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576782824292-FW8VW1FAM2WQW24634KA/Vic_Opening+%283%29.JPG G2 Forum intro Vic Esclamado, Managing Director, DeVoe & Company gets the crowd excited. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776817366-8TMKXTCL38WNVGUP6UUX/Closing_DD+%26+BH+%288%29.JPG G2 Forum intro David DeVoe and Brian Hamburger, President and CEO of MarketCounsel Summit close out the day. https://www.devoeandcompany.com/coaching daily 0.75 2025-12-18 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1585673910250-LH3K8YWBEPF8N4NQYNDW/image-asset.jpeg Coaching https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/bfc36d9d-983d-43fd-bc2b-895dfe418b61/2021WM+Winner.jpg Coaching - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.devoeandcompany.com/team daily 0.75 2026-03-13 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/2b146801-8a9f-42e3-97d0-06e8d7c9315a/David+DeVoe+-+Web.png Team - Make it stand out David DeVoe - Founder and Chief Executive Officer David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in consulting, investment banking and valuation engagements since launch. David has been a thought leader on RIA practice management for 20 years and was named the 'RIA M&A Guru' by Barron's magazine. Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express. David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/2f616cc5-437a-4927-95b1-e82c44b16f0a/Gordon+Ross+Grey+Background.png Team - Make it stand out Gordon Ross - President Gordon Ross joined DeVoe & Company as President in 2025. He brings over 20 years of industry experience and a strong track record of helping RIAs achieve their goals. Gordon will join the executive leadership team and oversee day-to-day operations, with a focus on scaling the firm’s consulting and M&A advisory business to meet growing client demand. He will be responsible for implementing the firm’s strategic goals and supporting the firm’s continued growth in a thriving RIA market. Most recently, he served as Chief Client Officer at Dynasty Financial Partners, where he led all client-facing functions, including relationship management, transitions, practice management, and service delivery—supporting RIAs across the country. Prior to joining Dynasty, he was Vice President at BBR Partners in New York. Before that, he was at Atlantic Trust Private Wealth Management, where he helped manage the personal client book of the COO. Originally from Scotland, Gordon began his career at Bestinvest Brokers in London, one of the UK’s leading private client investment groups. He received a BA in economics from Durham University (UK) and MBA from Harvard Business School. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/bfac3c52-176f-453f-ae2a-82554c84017b/Brad+-+Grey+Background+Website.png Team Brad Grubb - Managing Director Brad joined DeVoe & Company in 2018. He brings 30+ years of financial services experience in wealth management, asset management, and banking. Brad has led several multi-billion dollar AUM RIAs and banks that own RIAs, many of which he helped grow through acquisition. His roles included President of PSBT’s Wealth Management Group, Managing Director of Manarin Investment Counsel, President of Carson Wealth Management Group, and President and CEO of BancWest Investment Services. Earlier in his career, he held senior positions at Citigroup, Kemper Financial Institution Group, and consulted with Farmers Financial Services. Brad earned his undergraduate degree in Economics from Loyola University Chicago. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/c18bd228-2658-44b6-a3e1-a92554f4e764/Doug+Johnson.jpg Team - Make it stand out Doug Johnson - Managing Director Doug joined DeVoe & Company in 2021 as a Managing Director and works with our clients on consulting and investment banking projects. Doug has more than 20 years of senior-level RIA management experience as COO/CCO and consultant. Most recently, he served as COO/CCO at Parcion Private Wealth (~$2B) in Seattle. He oversaw an 80% AUM growth trajectory in the first 12 months of his tenure there. Prior to Parcion, Doug spent six years at The Ensemble Practice, where he supported RIAs and broker-dealers with business consulting and strategic planning. Doug also served in leadership positions at Columbia Pacific Capital Management and Lakeside Capital Management, among other firms. Doug earned an MBA from Thunderbird School of Management/ASU and a BA from University of California Los Angeles. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/50ec963d-5cf6-4fcc-b8aa-55b3cd5ce3cc/Adam+Levy+Grey+Background+%281%29.png Team - Make it stand out Adam Levy - Managing Director Adam returned to DeVoe & Company in 2022 after previously working with the company in 2014-2015. Adam is focused on delivering our valuation, strategic consulting and M&A services to RIA clients. He is an experienced CFO and financial analyst. He has held positions across multiple industries, including financial services, technology, and other professional services verticals. Most recently, he was the CFO at Talent, Inc a technology-enabled career services provider. Prior to that, he was the CFO at Helix Education, a technology-based enrollment platform for colleges and universities. Earlier in his career, Adam co-founded Deer Creek Capital Partners, a long/short alternative investment fund. He was also a Senior Equity Analyst at Invesco Funds Group. Adam has a BA in English from the University of Michigan, an MBA in Finance from Cornell University Johnson Graduate School of Management and holds the Chartered Financial Analyst designation. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b741e939-65ba-4d44-aa7f-5960f7e3c81a/Aryeh+Malitzky+-+Web+Size.png Team - Make it stand out Aryeh Malitzky - Managing Director Aryeh joined DeVoe & Company in 2018. He has over 10 years of experience providing M&A advice and valuation services to the Financial Services Industry and specifically to RIAs. Previously, Aryeh was a Managing Director at InCap Group, Inc., a boutique Investment Bank exclusively serving RIAs. There, he helped RIAs buy, sell and merge, refined the company's valuation modeling and executed valuations, and supported many firms in their quest to raise capital. He led and supported over 50 engagements during his tenure, while overseeing the operations of the firm. Aryeh has a B.A. and an M.A. from Ner Israel Rabbinical College and an MBA from Loyola University in Maryland. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/49a0c670-1729-424c-acdb-2e197935e4b0/Francine+-+Grey+Background+Website.png Team - Make it stand out Francine Miltenberger - Managing Director Francine joined DeVoe & Company in 2012. She is an investment banker with more than 30 years of experience in M&A transactions in the Financial Service Industry as an acquirer, a seller and an investment banker. Formerly, she was President of Kaspick & Company, a privately held asset management firm, where she revitalized operations, grew AUM from $3B to $4.5B and created an exit for the founders through a sale to TIAA-CREF. At PNC Bank, she was CEO & Division Executive of Treasury Management Services. At Chase Manhattan Bank, she held a number of positions in its Merger Office and Private Bank. Francine has an undergraduate degree in Economics and Psychology from Wellesley College and an MBA from Harvard University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b092ddf4-0b16-471c-92f0-815ccf26468d/Hoyt+Grey+Background.png Team - Make it stand out Hoyt Stastney - Managing Director and General Counsel Hoyt Stastney joined DeVoe & Company as Managing Director and General Counsel in 2025. He brings 30 years of experience in the wealth management industry with a strong track record of building RIAs through strategic M&A and counseling founders and executives on proper risk management. Most recently, Hoyt served as General Counsel and Head of M&A at Wealthspire Advisors and its predecessor firms. Over his nearly 10 years at Wealthspire, Hoyt established and executed on the firm’s M&A strategy, growing the firm from approximately $1B in AUM to over $30B in AUM during his tenure, while at the same time overseeing the legal and compliance functions. During his time at Wealthspire, Hoyt was part of an executive team which shepherded the firm through numerous ownership structures, including family and employee ownership, private equity ownership, insurance brokerage ownership, and ultimately public company ownership. Hoyt helped engineer numerous multi-billion AUM transactions, both as seller and buyer, including numerous like-size mergers. Prior to joining Wealthspire, Hoyt was a partner at the national law firm of Quarles & Brady, an AmLaw 200 firm with over 500 attorneys. Over his 20 years at Quarles, Hoyt specialized in securities/corporate finance, mergers and acquisitions, corporate governance, and chaired the firm’s investment management practice group, advising RIAs, broker-dealers, hedge funds, family offices and private equity firms across the nation. Hoyt has extensive experience counseling founders, executives and boards of directors at public and private companies regarding complex business relationships, corporate governance matters, securities offerings, compliance issues, mergers and acquisitions, and international business relationships. He has counseled numerous clients through the IPO process. Hoyt received a BS in Political Science, History and Latin from the University of North Dakota and a JD from the University of Minnesota. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/0bbbbae3-ead3-40a7-ba0a-f61d48dbf277/Tom+Valverde+-+Web+Photo+Grey+Background+%281%29.png Team - Make it stand out Tom Valverde - Managing Director Tom joined DeVoe & Company in 2026 and brings over 30 years of experience in the wealth management industry. He began his career as a financial advisor and branch leader, spending his first decade building and leading advisor teams. He then spent the next 24 years consulting with advisory firms on optimizing business models, improving operational efficiency, implementing technology and investment solutions and developing both organic and inorganic growth strategies. His work has also included designing client segmentation models, refining pricing strategies, and enhancing firms’ overall value proposition, all with a focus on improving client outcomes and increasing enterprise value. Tom previously held senior executive leadership roles at Fidelity and BNY Mellon Pershing. He also partnered with several wealthtech companies to launch go-to-market growth strategies and support successful liquidity events. Most recently, Tom served as Executive Vice President at Unity Wealth Collective Private Equity Group, where he led growth, strategy, and execution across the firm’s investment banking and M&A advisory services, wholesale distribution, and wealth management platform divisions. In this role, he focused on expanding the firm’s capabilities and amplifying the impact of financial advisors by providing strategic capital, operational support, and scalable growth solutions. Tom earned his B.S. in Marketing with a minor in Finance from the W.P. Carey School of Business at Arizona State University, holds several professional licenses (Series 7, 9, 10, 24, 63), and completed the Securities Industry Institute at the Wharton School of Business, University of Pennsylvania. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/687ea3e8-e05e-41cc-9c0f-2047148a4c7c/Jenny+-+Grey+Background+Website.png Team - Make it stand out Jennifer Sransky - Head of Marketing Jennifer joined DeVoe & Company in 2024. She has 20+ years of financial services marketing, communications, and business development experience. Jennifer will join the executive leadership team and oversee all marketing initiatives. She will use her expertise to continue to position DeVoe & Company as a leading advisor to the wealth management industry and deepen the client experience. Most recently, Jennifer served as Head of Marketing for Aduro Advisors, a leading fund administration firm that provides services to venture capital and private equity firms. Prior to that, she spent 20 years at Berkshire Global Advisors, a global boutique investment bank. During that time, she developed and implemented an integrated marketing and communications strategy focused on enhancing the firm’s visibility and brand, growing digital engagement, and increasing lead generation. Jennifer has a BA degree from New York University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3b34d525-eb49-4675-8536-90119a3a8b4b/John+-+Grey+Background+Website.png Team - Make it stand out John Mittnacht - Special Advisor John joined DeVoe & Company as a special advisor in 2024. For the preceding nine years he served as CMO for Focus Financial Partners, a leading RIA aggregator which executed a successful IPO, grew revenue to over $2 billion and more than tripled the size of its network between 2015-2024. At Focus, John was responsible for developing programs to support organic growth, business development and marketing for the company’s 90+ partner firms. Based upon rigorous field testing, the programs he designed enabled participants to dramatically outperform their peers in matched control groups. He summarized his findings and insights in two internally published books outlining best practices for organic growth, entitled “Outperformers” and “Nester-Hunter-Builder.” John’s previous financial industry roles include global director of advertising for Citi Smith Barney – where his campaign won the FCS’ Financial Marketer of the Year award – and leading paid advertising efforts for TIAA. His non-financial accolades include leading the team who launched “Can you hear me now?” for Verizon Wireless, which was inducted into the Advertising Walk of Fame. John holds an MBA degree from the Wharton School of the University of Pennsylvania, and a Bachelor of Arts degree from Rice University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/e25f1be9-4c72-43fb-bfbe-43d1f5a17bdb/Ed+Moore.jpg Team - Make it stand out Ed Moore - Special Advisor Ed Moore joined DeVoe & Company as a Special Advisor in 2021. Most recently, Ed served as President of Edelman Financial Services, the nation’s largest independent RIA. Over his 30-year career at Edelman, he helped grow the firm from six people into a $230-billion enterprise with 1.1 million clients and 1,400 employees. In addition to overseeing the large-scale merger and integration of Edelman Financial Services and Financial Engines, Ed navigated the company through a series of sales to private equity firms and taking the firm private. During his tenure, he helped lead the firm’s organic growth from one office to 45 offices with 150 planners from coast to coast. As part his leadership roles there, he led and helped train financial planners, served on the Executive committee, Investment committee and the firm’s Board of Directors. Ed started his career with Waddell & Reed as a financial advisor. Ed has been a CFP® professional since 1991 and has served on the Board of Directors for the Certified Financial Planner Board of Standards, Inc. Ed graduated from Virginia Polytechnic Institute and State University with a Bachelor of Science in Industrial Engineering and Operations Research. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/80e18240-abdb-4c73-82b2-2c86f4d06f11/Peggy+-+Grey+Background+Website+%281%29.png Team - Make it stand out Peggy Ruhlin - Special Advisor Peggy Ruhlin, CPA/PFS, CFP®, joined DeVoe & Company as a Special Advisor in 2020. Peggy is also the Chair of the Board of Directors at Budros, Ruhlin & Roe, Inc., a $3.5 billion wealth management firm based in Ohio. She joined the firm in 1987 and served as Chief Executive Officer for nearly 18 years. Under Peggy’s leadership, Budros, Ruhlin & Roe won the 2011 Schwab IMPACT Awards® Best in Business award. Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant. She has served on many industry boards and committees, including the Certified Financial Planner Board of Standards and the Schwab Advisor Services Advisory Board. Peggy has been recognized as one of America’s most distinguished women in wealth management. Accolades and awards include: Recipient of the 2017 Alexandra Armstrong Award for lifetime achievement, named one of the “20 Most Influential Women to Watch in 2016” by InvestmentNews, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and as one of the Financial Times Top 100 Women Advisers in 2014. She holds a Bachelor’s in Business Administration from Otterbein University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/4570c189-a66e-4bc7-a5d9-0dd0f9778dee/matt+-+Grey+Background+Website.png Team - Make it stand out Matt Tancredi – Director Matt rejoined DeVoe & Company in 2026 as a Director after previously working with the firm beginning in 2021. He has several years of experience advising wealth and asset management firms on mergers & acquisitions and strategic transactions, and has worked on over 30 M&A engagements within the wealth and asset management industries. Prior to rejoining DeVoe & Company, Matt worked within the Financial Institutions Group (FIG) in the investment banking division at Oppenheimer & Co. Earlier in his career, he worked with Sterling Point Advisors supporting investment banking and valuation engagements across a variety of industries. Matt began his career at Raymond James, where he spent nearly four years on the wealth management side as a Financial Analyst / Advisor after being promoted from an intern, and later served as an Investment Consultant at Bank of America. Matt holds the FINRA Series 79 and 63 licenses and earned a Bachelor’s degree in Business Management from Washington College. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a241c3f6-e602-4d9d-b9c6-9e2768ed730b/Jamie+%281%29.png Team - Make it stand out Jamie Licosati - Senior Associate Jamie Licosati joined DeVoe & Company in 2025. Previously, he was an M&A Analyst at LPL Financial, where he led financial due diligence and modeling for over 50 RIA acquisitions representing more than $20 billion in assets under management. He gained hands-on experience in strategic investment analysis, valuation, and post-merger integration within the firm's Liquidity & Succession business line. Earlier in his career, Jamie worked as a Summer Analyst at Merrill Lynch, focusing on financial analysis, strategic forecasting, and alternative investment strategies. He leverages his experience in M&A, financial modeling, and the RIA space to support DeVoe & Company's clients and team. Jamie earned a BA in Economics from the University of California, Berkeley. He holds his Series 7 and Series 66 licenses. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/73622367-df7c-454a-b034-46ccac47bcc5/Travis+Grey+Background+%281%29.png Team - Make it stand out Travis Knapp – Associate Travis Knapp joined DeVoe & Company in 2025. Prior to joining the firm, he served as a Senior M&A Analyst at Benchmark International, where he led financial and operational due diligence, and supported deal execution on over 50 active and prospective transactions. He developed confidential information memoranda, built financial models, and advised clients on the deal lifecycle across a wide variety of industries. Previously, Travis worked as a Data Analyst at Becton, Dickinson and Company (BD), a global medical technology firm, where he led operationally focused analyses and reporting efforts to support the execution of field remediation projects driven by FDA protocols. Earlier in his career, he served as a Senior Research Analyst at Tiburon Strategic Advisors, producing industry and equity research covering the wealth management, investment management, and fintech sectors of the financial services industry. Travis earned a BS in Economics from the University of Oregon and an MA in Economics from San Francisco State University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/f7c7cf42-950b-40d7-b6e4-b0d0bcdcc67f/Jack+-+Grey+Background+Website+%282%29.png Team - Make it stand out Jack O’Flaherty - Analyst Jack O’Flaherty joined DeVoe & Company in 2025. Prior to joining the firm, he served as an M&A Junior Analyst at SellSide Group, where he supported outreach, deal origination, and CIM preparation for active and prospective transactions. He educated business owners on rollups, inorganic growth strategies, and the value of various buyer types - including strategics, private equity firms, family offices, and independent sponsors. Previously, Jack worked as an Investment Banking Analyst at CSG Partners, where he conducted financial modeling, valuation, and ESOP analysis. He built three-statement models, DCFs, and comps, supporting pitch materials, NDAs, and internal data rooms. He brings experience in M&A, valuation, and transaction execution to support the team. Jack earned a BS in Finance from the Kelley School of Business at Indiana University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a00e2be0-cbc9-4f17-8a2b-fceb89b19e89/Alex+-+Grey+Background+Website.png Team - Make it stand out Alex Truncale - Director, Partnerships and Programs Alex joined DeVoe & Company in 2022 as Director of Partnerships and Programs. In this role, he is dedicated to deepening relationships with strategic partners within the RIA community. Most recently, Alex served as Senior Manager, Business Development at Financial Executives International, a trade association for CFOs and other financial executives. He was the primary contact for partners and sponsors, managing key account relationships and sales. He previously held corporate development roles at both the Money Management Institute and Fiserv Investment Services. He holds an MA in English from Oklahoma State University and BA in English from Monmouth University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/8f8a0dd7-576d-40f1-ab96-666b20e319c6/Sara+-+Grey+Background+Website.png Team - Make it stand out Sara Drake - Senior Marketing Manager Sara joined DeVoe & Company in 2024. She has 5+ years of financial services marketing, communications, and public relations experience. Her background is primarily in digital marketing and social media, public relations coordination, event management, marketing material oversight, email marketing coordination and content development, among other marketing-related responsibilities. She will use her expertise to continue to position DeVoe & Company as a leading advisor to the wealth management industry and deepen the client experience. Most recently, Sara consulted for Crew Enterprises, a real estate investment firm specializing in student housing and multi-family projects, sharing her expertise in marketing and sales enablement. Before that, she took on the role of Marketing Manager for Planning Alternatives, a small RIA based in Michigan. Sara began her career Beacon Pointe Advisors where she spent nearly four years in various marketing roles. During that time, she developed and implemented integrated marketing campaigns geared toward lead generation and brand awareness and bolstered the firm’s digital marketing and events strategy. Sara has her BA in Spanish and Public Relations from Gonzaga University and is currently an MBA candidate at the University of California, Irvine Paul Merage School of Business. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/fa5492a8-b502-499e-9cba-084e407890e4/Natalie+-+Grey+Background+Website+%281%29.png Team - Make it stand out Natalie Wheeler - Marketing Manager Natalie joined DeVoe & Company in 2024 and brings over five years of financial services marketing experience. She supports the development, execution, and management of the organization’s digital marketing and event initiatives. Prior to joining DeVoe & Company, Natalie was a Marketing Manager at Hightower Advisors, where she developed a deep understanding of the RIA industry. In this role, she created and implemented marketing strategies for financial advisors, managed various digital marketing initiatives and events, and collaborated with teams to enhance brand visibility. Natalie is dedicated to delivering impactful solutions and leverages her experience in the RIA industry to support the team. Natalie attended Indiana University and has a BA in Marketing from the Kelley School of Business. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/84f1b43a-16d6-4373-a10e-595102ec6a6f/Amanda+-+Grey+Background+Website+%282%29.png Team - Make it stand out Amanda Stack - Office Manager Amanda Stack joined DeVoe & Company in 2026 as the Office Manager, where she leads core operational functions and supports the firm’s day-to-day business execution. She brings extensive experience in operations leadership, organizational design, and process optimization within professional services environments. Prior to joining DeVoe & Company, Amanda held senior operations and practice management roles overseeing business operations, HR and benefits administration, financial workflows, vendor management, and cross-functional initiatives. She is particularly skilled at building scalable systems, improving operational efficiency, and creating structure that supports both leadership and team performance. Amanda is recognized for her strategic mindset, strong execution, and ability to translate operational complexity into clear, sustainable processes that enable growth. Amanda holds a BS in Business Administration from Upper Iowa University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/7e773fa4-34b5-4a4f-888f-45f7f1f89462/Melanie+-+Grey+Background+Website.png Team - Make it stand out Melanie Roy - Sales/Operations Assistant Melanie joined DeVoe & Company in 2022 and supports various sales and operational needs for the company. Melanie brings with her over a decade of experience as a social worker, where she managed complex client cases in challenging medical and mental health settings. Previously, Melanie served in administrative roles such as project coordinator and administrative assistant. Her unique blend of strong interpersonal skills and keen analytical problem-solving are an asset to the team. Melanie holds a BA in Sociology from University of Massachusetts Amherst. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/beab9050-6c33-4106-bbc7-38ccd5ad96eb/Jean+-+Grey+Background+Website+%281%29.png Team - Make it stand out Jean Curler - Executive Assistant Jean Curler joined DeVoe & Company at the beginning of 2023 as the executive assistant to David DeVoe. Jean has spent over 20 years providing administrative support to C-suite executives of numerous large and small companies. In her most recent role at a childhood education company, she was the executive assistant to the co-CEOs and other senior leaders. Prior to that, she was the Executive Assistant to the President and the Office Manager for a crafts company. Jean holds a BA from Portland State University. https://www.devoeandcompany.com/webinars daily 0.75 2026-03-27 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1564160139259-96RTXTEZ23YFX3UVLE3W/Screenshot+2019-07-26+at+9.48.04+AM.png Webinars David DeVoe Presents on Franklin Templeton Webinar: Keys to Successful Succession Planning for RIAs https://www.devoeandcompany.com/company daily 0.75 2026-01-21 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1494174454571-X4YWUQTL4OFY4E4ZH4MX/image-asset.jpeg Company - About https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/7b92623c-cfa6-4d30-ba09-47fc2d4e6ec7/pillar+graphic_122023.png Company - About - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/c62f9036-e3d4-4b99-8356-f5d4764882b2/logos.png Company - About - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.devoeandcompany.com/ma-transactions daily 0.75 2026-02-03 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1494174454571-X4YWUQTL4OFY4E4ZH4MX/image-asset.jpeg M&A Transactions https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/ddb3ac1f-6a43-440b-9f5b-0165e2d159c3/FPS+Beacon+Pointe.png M&A Transactions - 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Learn more. https://www.devoeandcompany.com/ma-summit-speakers-23 daily 0.75 2023-11-03 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1644624545732-T1M9U4L9MAXOES849VI8/Chicago+skyline.jpg M&A+ Summit 2023 Speakers https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/8ecdfb77-d660-4833-b566-7a7a1a520fdd/M%26A%2B_logo_FINAL_071222_M%26A_logo_horizontal_blue_300dpi.png M&A+ Summit 2023 Speakers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1627420366762-9DJ4EPICR624UGZLRGI3/shannon+eusey2-crop-2.jpg M&A+ Summit 2023 Speakers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/98875e5f-8a39-43b5-9511-73db0b30e4a1/speakers+bios+250.250+%284%29.png M&A+ Summit 2023 Speakers - Make it stand out Matthew B. Cooper, Partner | President, Beacon Pointe Advisors Matt is the founding partner and President of Beacon Pointe Advisors, a member of the Beacon Pointe family of companies and a partnership between Beacon Pointe and other wealth managers around the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon Pointe Advisors. Matt and the original Beacon Pointe partners founded the company in 2002. Prior to the founding of Beacon Pointe, he spent several years with a financial firm in Newport Beach. Matt has been featured in Financial Planning Magazine, Barron’s, Investment News, Financial Advisor IQ, and Forbes, among other publications. He also regularly speaks on a host of wealth management and industry-related topics. Matt has a passion for continuous lifetime learning with a focus on the wealth management and financial life management industry. At a time when the industry is changing more rapidly than any other point in history, his focus is on building the best possible business to serve clients and to assist other wealth managers in meeting their lifetime goals. Matt graduated from the University of Southern California Marshall School of Business with a BS in Finance and Business Economics. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b12a2f60-b682-4136-83f2-453733216178/Larry+Miles.jpeg M&A+ Summit 2023 Speakers - Make it stand out Larry Miles, Chief Executive Officer, Choreo Passionate about helping people, Larry brings more than 20 years of experience in the fiduciary advice business to his role as CEO of Choreo. Larry is driven by a keen sense of purpose and service and is adept at building high-performing organizations. He and his teams have won Inc. and Entrepreneur magazine’s “Best Workplaces” and “Top Company Culture,” and Wealth Management.com’s Innovator of the Year in 2018.* Larry was also featured in Investment News’ “40 Under 40” list in 2017 and is the author of It’s That Simple: How to Build the Professional Service Firm of the Future. After 10 years in Los Angeles, Larry, his wife and two children, now live in Park City, Utah, where they enjoy the year-round outdoor activities, although Larry admits to not being very good at any of them. Larry and his wife serve on the Scholar Circle of the Park City Education Foundation and are active supporters of a local animal rescue organization, Nuzzles & Co. Larry earned a Bachelor of Arts from Amherst College and an MSc from the London School of Economics. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/4f1186aa-b629-4dc9-b7b9-1a149c48ebdf/speakers+page+250.250.png M&A+ Summit 2023 Speakers - Make it stand out David DeVoe, Founder & CEO, DeVoe & Company David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in valuation, consulting and investment banking engagements since launch. Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express. David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/01164283-d653-47c2-ae8f-b5620cbce831/speakers+bios+250.250+%2815%29.png M&A+ Summit 2023 Speakers - Make it stand out Ben Harrison, Managing Director, Head of Wealth Solutions, BNY Mellon | Pershing Ben Harrison is a Managing Director and member of the Executive Committee for Pershing. He is Co-Head of our Wealth Solutions segment, which serves wealth-oriented broker-dealers, registered investment advisors (RIAs) and trust companies, and the evolving and converging needs of these clients. Prior to this role, Ben led our RIA custody business and before that, both business development and relationship management for the advisory marketplace. Prior to joining Pershing in 2006, Ben served as vice president of regional sales for TD Ameritrade Institutional. He started his career with TD Waterhouse Institutional and has spent over 20 years serving registered investment advisors. Ben was a 2010 Chairman’s Circle Honoree recognizing outstanding performance within BNY Mellon. He currently serves as a Trustee for the Foundation for Financial Planning and is also a current Board member for The Woodstock Academy Foundation. Ben earned a Bachelor of Arts degree in Economics Management from Ohio Wesleyan University. He has also completed the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/735c39dc-aa32-45fe-a1f2-12bf37459705/speakers+bios+250.250+%2829%29.png M&A+ Summit 2023 Speakers - Make it stand out Jon Beatty, Chief Operating Officer, Advisor Services, Charles Schwab Jonathan "Jon" S. Beatty is the Chief Operating Officer for Schwab Advisor Services, which provides custodial, operational, and trading support to 8,000 independent investment advisory firms with $1.78 trillion in assets under management. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their firms. Beatty has served as a member of the Advisor Services leadership team for more than ten years. He has worked with fee-based advisors for 14 years to provide counsel on strategic business issues and identify solutions to help clients meet their unique business needs. Beatty joined Schwab 22 years ago, and has held several key sales leadership positions within Advisor Services. Today, he leads the client experience and sales for Advisor Services and heads the Family Office, Core and Workflow Solutions groups for the enterprise. Prior to joining Schwab, Beatty was a registered representative with Great Western Securities. He has a bachelor's degree in political science from Wittenberg University. He is registered with the National Association of Securities Dealers, Inc. and holds Series 7 and 9/10 registrations. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/57264fdf-bff5-477c-8806-6586ba2f5159/speakers+bios+250.250+%2826%29.png M&A+ Summit 2023 Speakers - Make it stand out Catherine Williams, Head of Practice Management, Dimensional Advisors Catherine Williams is Head of Practice Management at Dimensional. Based in the Charlotte office, Catherine delivers benchmarking and practice management insights to advisors. Prior to joining Dimensional, she spent more than 20 years in the investment industry, including serving as chief operating officer for a large RIA. Most recently, Catherine offered strategic and executive coaching to investment advisors as an executive business coach with the Carson Group and as vice president of practice management and consulting with Fidelity Investments. Catherine studied broadcast journalism and has focused her professional learning on leadership development, which includes coursework through Babson Executive Education. She has served as an advisory board member for the Center for Investment and Wealth Management at the UCI Paul Merage School of Business, and as a coach/mentor for the G2 Leadership Institute. Catherine hosts the Dimensional podcast series Managing Your Practice, which was created to provide insights that help advisors with all aspects of their businesses. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/46d067ec-ca2f-4157-ac33-589044779ee1/speakers+bios+250.250+%2858%29.png M&A+ Summit 2023 Speakers - Make it stand out Brett Van Bortel, Director of Consulting Services, Invesco Global Consulting Brett has developed and delivers numerous consulting programs designed to increase the profitability, effectiveness, and productivity of financial professionals. As a speaker and consultant, his focus is helping financial professionals in the building of strategic partnerships with attorneys and CPAs. He also works to help in the horizontal growth of financial practices by provisioning wealth management guidance, marketing to age 65+ clients, assisting in the branding of financial firms, and scientifically testing for the most effective ways to ask for and receive client introductions. He regularly delivers these presentations to financial advisors in addition to individually coaching top-producing teams. Brett is a coauthor of RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients,1 The Millionaire’s Advisor: High-Touch, High-Profit Relationship Management Strategies of Advisors to the Wealthy,2 and Selecting a Coach: 7 Guidelines for Financial Advisors.3 He is also a regular contributor to Financial Advisor magazine. Prior to joining Invesco in 2010 when the firm combined with Van Kampen, Brett worked for Van Kampen Investments for 13 years as a member of Van Kampen Consulting, the predecessor to Invesco Global Consulting, as well as in advertising and marketing. Brett is married with three wonderful children. He enjoys coaching and competing in league sports, as well as skiing, hiking, and biking. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/710c5cda-c48e-40af-a0f5-969a87f5a5ea/speakers+bios+250.250+%2811%29.png M&A+ Summit 2023 Speakers - Make it stand out David Barton, M&A Leader, Mercer Advisors David Barton has held many senior leadership positions at Mercer Advisors including CEO for 9 years (2008-17), President, Chief Operating Officer, Head of Client Service, and General Counsel. As CEO he was responsible for transforming Mercer Advisors from a closely held RIA that was not growing to a leading national platform business with dozens of offices coast-to-coast. Prior to Mr. Barton taking over as CEO, the company had added fewer than 100 net new wealth management clients over the prior decade. During his tenure as CEO, Mercer Advisors’ AUM increased from $3 billion to $12 billion adding thousands of new clients. David was the architect of Mercer Advisors’ Family Office business model, developed referral partnerships with TD Ameritrade, Schwab, Scottrade, etc., making Mercer Advisors one of the fastest organic growing RIAs in the United States. Mr. Barton stepped down as CEO in late 2017 to focus on and lead M&A for Mercer Advisors. Since then, Mercer Advisors has become a leading acquirer completing 43 acquisitions with approximately $15 billion in acquired AUM. Mr. Barton was named “2018 M&A Leader of the Year” and also won “2020 Best M&A Deal of the Year”. Mr. Barton was a successful trial attorney in California before joining Mercer Advisors. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/14ddf5ea-2948-49c1-bee9-5581d9acee34/David%2BCanter%2BHeadshot.jpg M&A+ Summit 2023 Speakers - Make it stand out David Canter, President, Bluespring Wealth Partners David Canter is widely known across the RIA industry. As President of Bluespring Wealth Partners, David is focused on positioning our organization as one of the premier acquirers in the industry. This includes overseeing the day-to-day operations and identifying new areas of opportunity and growth for Bluespring Wealth Partners. In his previous role as Executive Vice President and Head of the RIA segment for Fidelity Clearing & Custody Solutions, he led a team that provided a comprehensive custody platform, brokerage services, trading capabilities, and practice management and consulting services to registered investment advisors. David was responsible for driving the execution and results of sales and relationship management of more than 2,800 RIA firms across eight territories throughout the U.S. During his career, David has held numerous positions at several well-respected financial institutions gaining experience in multiple facets of the industry. From Head Legal Counsel of Schwab Institutional, Chief Legal and Compliance Officer at Post Advisory Group, and other roles focused on practice management, trading and operations, consulting, and investments—making David a well-rounded leader in the RIA space. David currently sits on the board of two charitable organizations, including Invest in Others and Foundation for Financial Planning. Invest in Others is an organization that helps financial advisors make the most of their charitable work and create a bigger impact within their communities. Freedom For Financial Planning provides veterans, cancer patients, and people in crisis access to pro bono financial planning and financial resources. In 1990, David received his Bachelor of Arts degree in Political Science from the University of Wisconsin. He then went on to earn his Juris Doctorate from the University of Baltimore Law in 1993. He currently holds his FINRA Series 24 license and is a California State Bar member. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6913921d-3ed8-4cff-b27d-e920f1b3e24e/salvi_2023-crop.jpg M&A+ Summit 2023 Speakers - Make it stand out Lisa Salvi, Managing Director | Advisor Services, Charles Schwab Lisa is a member of the Advisor Services leadership team and is responsible for Schwab’s Business Consulting and Education offer. Her team develops and manages programs and one-on-one consulting engagements designed to help independent advisors make lasting and significant improvements within their firms by focusing on key business, technology, and cybersecurity issues. Lisa’s team leads the annual RIA Benchmarking Study, the Compensation Study, and programs that support the development of advisor talent through executive education and student initiatives. They also provide insights and tools that help the Advisor Services sales and support teams deliver outstanding client service to independent advisors. Lisa has worked with fee-based advisors since 2003. Since joining Schwab in 2007, she has held several positions, including Chief of Staff to Bernie Clark, head of Advisor Services. Lisa holds a bachelor’s degree from the University of California, Los Angeles, and the Series 7 and Series 24 registrations. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/92f92f05-951b-4556-9859-5c438dd509c3/speakers+bios+250.250+%288%29.png M&A+ Summit 2023 Speakers - Make it stand out Mike LeMena, Chief Executive Officer, Wealthspire Advisors Mike LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. Mr. LaMena has more than 21 years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict free model of financial advice and comprehensive wealth management, inspires his enthusiasm to serve clients and expand the business. Prior to joining the firm, Mr. LaMena spent 7 years at HighTower, serving as President and Chief Operating Officer, playing an instrumental leadership role in scaling that business from a start-up organization to a nationally recognized financial services firm with more than $50 billion in assets and north of 600 employees. Mr. LaMena began his career in financial services with a 14-year tenure at Morgan Stanley & Co., where he served as Executive Director of Private Wealth Management Operations in New York, as well as Executive Director of Private Wealth Management for Asia in Hong Kong. Prior to entering the financial services profession, Mr. LaMena did a year of service as a volunteer high school teacher at Mount St. Michael Academy in the Bronx, NY. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/37e0246a-dff7-46ad-9dd9-902bf0a40902/speakers+bios+250.250+%2839%29.png M&A+ Summit 2023 Speakers - Make it stand out Alicia Chandler, President, Oak Street Funding Alicia Chandler is president of Oak Street Funding and First Franchise Capital, both wholly owned subsidiaries of First Financial Bank. She earned a law degree from the University of Cincinnati and has legal expertise in acquisition, succession, working capital, and other loan products. Formerly, she was a partner at Krieg DeVault LLP. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/8d661ec7-1dd8-4d44-a073-fddeabd10d06/Jeremy+Holly+Headshot_crop.jpg M&A+ Summit 2023 Speakers - Make it stand out Jeremy Holly, Executive Vice President, Strategic Business Development, LPL Financial Jeremy Holly is executive vice president, Strategic Business Development at LPL Financial. He is responsible for LPL’s Liquidity & Succession program, an end-to-end experience for advisors looking to monetize the legacy they have built while also freeing themselves of business owner duties. In addition, he is responsible for M&A Solutions, a turnkey suite of capabilities supporting financial advisors to help them grow and unlock value through M&A. Prior to re-joining LPL, Mr. Holly was the Chief Development and Integration officer at SageView Advisory Group, where he was responsible for the firm’s acquisitions, recruiting and synergy realization. In his first stint at LPL, Mr. Holly spent 19 years as a key leader, most recently leading Corporate Development and Advisor Financial Solutions. Throughout his time at LPL, he held positions in Finance, National Sales and Strategy. Prior to joining LPL in 2002, he was a senior financial analyst at Townsend Frew & Co., a boutique investment bank specializing in M&A in the health care industry. Mr. Holly graduated with a Bachelor of Science in business administration with a concentration in finance from the University of North Carolina at Chapel Hill. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/dabd7430-e625-446b-8d2b-dc7bfe66aca2/Scott+Holsopple_crop.jpg M&A+ Summit 2023 Speakers - Make it stand out Scott Holsopple, Chief Growth Officer, Hightower Scott Holsopple is the chief growth officer at Hightower, overseeing the M&A, Integration Management, Marketing and Advisor Engagement teams. His priorities are aligning the vast advisor growth focused resources that Hightower has developed, to maximize success for each of our teams. He believes in minimizing chaos, narrowing in on clearly identified priorities — to target key growth initiatives. Scott brings 20 years of experience in investment banking, private equity and wealth management — all of which help him to successfully develop prioritization plans and clear metrics for success. Most recently, Scott worked at an international firm focused on strategic investments in the wealth management industry, leading their West Coast M&A efforts to identify top RIA firms and support existing partner firms’ M&A and organic growth strategies. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/bafd6985-1949-4460-aa3e-f56fe7fbba69/MichaelB.jpg M&A+ Summit 2023 Speakers - Make it stand out Michael Belluomini, Vice President, Mergers and Acquisitions, Carson Group Michael is responsible for leading the external M&A strategy for Carson Group. As a leading acquirer of independent wealth management firms, Carson has completed close to 100 wholly-owned, minority, and sub acquisitions. Prior to joining Carson Group, Michael spent over 17 years with one of the nation's leading independent broker/dealers as a business development executive and consultant. He is a proud graduate of Creighton University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3cdd64f0-7d15-47bc-a0bd-74298a8a2ec0/speakers+bios+for+web+250.250+%2813%29.png M&A+ Summit 2023 Speakers - Make it stand out Thomas Carroll, Principal & President, Homrich Berg Wealth Management Thomas is President at Homrich Berg, serving as a key member of the executive management team for the firm and leading a number of growth and client service initiatives. Thomas has an extensive background in wealth management both as an advisor to clients and as a leader of client service organizations. He believes in HB’s core values and the unwavering focus on delivering high touch, fiduciary fee-only client service to HB clients on all of the important financial issues they face in their lives. Prior to joining HB, Thomas was most recently the head of Division Wealth Management for SunTrust Bank. In that role he managed all of the core private wealth management sales and client service activities on a national basis across 9 SunTrust divisions. Prior to this role, Thomas was the Chief Executive Officer of GenSpring Family Offices, SunTrust’s multi-family office subsidiary, which provides independent advice to ultra-high net worth families. Before joining GenSpring, Thomas served as the Head of the Sports & Entertainment Specialty Group for SunTrust. In that capacity, Thomas managed a group of advisors who provided private wealth management services to sports and entertainment professionals. Prior to managing the Sports & Entertainment Specialty Group, Thomas was the wealth services manager for the Atlanta region. Thomas has spent his entire career in the wealth management industry and was an advisor managing high net worth client relationships before transitioning into his leadership roles. A native of Atlanta, Thomas holds a Bachelor of Science degree in Business from Wake Forest University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is active in the community, currently serving as the Lay Leader for Peachtree Road United Methodist Church and as a member of the Board of Visitors for Emory University. He previously served as the Chairman of the Board for the Atlanta Sports Council and as a board member for the Metro Atlanta Chamber of Commerce, the Atlanta Police Foundation, Young Harris College, the Atlanta Botanical Gardens and the Atlanta Children’s Shelter. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/940bfbfa-3c5f-4627-9595-fe16622d050d/ryan+caldwell-crop.jpg M&A+ Summit 2023 Speakers - Make it stand out Ryan Caldwell, CEO | Wealth Advisor, Wacker Wealth Partners In his nearly 20-year career, Ryan Caldwell, CFP®, has worked with hundreds of clients, including executives, farmers, teachers, and retirees. His experience has taught him that everyone is different, with unique histories, values, goals, and emotions. It has been his pleasure to understand each client as an individual so that he can help chart the best course for their unique vision in life. As our Chief Executive Officer, he daily leads a financial planning firm intent on the same mission. Perhaps it is no surprise that Ryan initially wanted to be a medical doctor, as he is driven to help people. Instead, he found his calling in personal finance, a complex and dynamic area of focus that has given him plenty of opportunity to help people achieve well-being. Like a doctor, he takes his fiduciary responsibilities seriously, overseeing the processes and systems that enable Wacker Wealth Partners to continue serving clients’ best interests. Outside of the office, Ryan enjoys doing all things dad with his family, including raising bunnies, chickens, and a dog. He enjoys giving back to the local community and has volunteered with numerous non-profits. Education and Certifications: CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards Certificate in Financial Planning, UC Santa Cruz Bachelor of Science, Biological Sciences, Cal Poly San Luis Obispo https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3d114da8-a1dc-4572-9eee-b8ae4f76c57a/james-gold-250x250.jpg M&A+ Summit 2023 Speakers - Make it stand out James (Jim) Gold, Chief Executive Officer, Steward Partners Jim serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. He has extensive experience in the financial services industry, having held several senior-level roles. Mr. Gold spent 18 years with Smith Barney, and successor firms, beginning in 1995 as a Financial Advisor. He went on to hold numerous management positions at the firm, including National Training Officer, Assistant Branch Manager, Branch Manager, and Complex Manager. Mr. Gold received numerous accolades from the firm during his tenure. Mr. Gold supports numerous charitable organizations including: The American Heart Association, St. Jude’s Children’s Hospital, The Pan Mass Challenge, The Wounded Warrior Project, Wreaths Across America, The ASPCA, and The World Wildlife Fund. Mr. Gold attended Stonehill College. He currently lives in Northport, NY. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1557262353047-GLNUEIV7NES7BAXG69VG/Hamburger_Brian__Sm.jpg M&A+ Summit 2023 Speakers - Make it stand out Brian Hamburger – President and CEO, MarketCounsel Brian is the Founder, President and CEO of MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial independent investment advisers. He is also the founder and managing member of the Hamburger Law Firm, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. MarketCounsel and the Hamburger Law Firm are the result of an incessant entrepreneurial spirit and genuine desire to provide an unexpected level of value and service. Brian is an entrepreneur, attorney, columnist and outspoken industry advocate for independent investment advisers. For the past 19 years, he has served at the helm of MarketCounsel and the Hamburger Law Firm. Brian is often called upon to speak at regional and national conferences, not to mention his own annual gathering of the industry’s top advisers and thought leaders. While he has delivered the keynote address to the country’s state securities regulators and met with members of Congress on proposed legislation, he is more comfortable addressing school-age children. He is currently a regular contributor for CNBC and has been quoted by The Wall Street Journal, New York Times, Bloomberg BusinessWeek, Dow Jones, and Reuters as well as every investment industry publication. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/0769c77e-4daa-4da8-9dbb-c25ed739c538/101371ttroutner.jpg M&A+ Summit 2023 Speakers - Make it stand out T.J. Troutner, Senior Vice President and Financial Advisor, Wealth Enhancement Group TJ brings a long history of strong client relationships, leadership and financial experience to his role as Senior Vice President, Financial Advisor at Wealth Enhancement Group. He joined Wealth Enhancement Group in 2023, having previously led the team at Equius Partners as Managing Partner. T.J. holds a BS, Embry-Riddle Aeronautical University and a Masters of Science in Finance (Investment Management Concentration), Golden State University. He lives in the beautiful community of Bel Marin Keys in Novato, California with his wife, Kori and three children, Johnie lee, Quint and Charli. TJ can frequently be found running Stinson Beach with his family and dogs, waterskiing or snowboarding. As a pilot, he also enjoys showing friends and family the views of Northern California from 10,000 feet. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/aae2f0c6-4e68-4e6c-8e2f-ae52cf9e2ff5/speakers+bios+250.250+%289%29.png M&A+ Summit 2023 Speakers - Make it stand out Dustin Mangone, Managing Partner | Director of Investment Advisor Services, PPCLOAN Dustin Mangone is a Managing Partner and the Director of Investment Advisor Services for PPCLOAN, a cash-flow based lender providing nationwide financing to service sector businesses. He has nearly 14 years of experience with cash-flow lending, has evaluated and underwritten over $500 million in M&A loans, and spends 100% of his time consulting on the M&A financing needs of RIAs and Independent Investment Advisors. Dustin’s experience is focused on advisor acquisitions, mergers, buy-ins, buy-outs, equity purchases, succession plans, and debt consolidations. Dustin is a 2002 graduate of Texas A&M University and spent 2 years as a financial advisor providing retirement planning for non-profit organizations before joining PPCLOAN in May of 2005. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/672bb2c4-495b-4bd0-8066-7ec699b13065/speakers+bios+250.250+%2843%29.png M&A+ Summit 2023 Speakers - Make it stand out Mike King, Managing Director, Investment Advisor Banking Group, Wintrust Financial Mike King serves as Managing Director of Wintrust’s Investment Advisor Banking group. The group was established to serve the unique needs of the RIA community, specializing in funding growth, lift-outs and ownership transitions as well as offering other banking solutions to RIAs and their customers. Mike has over 18 years of banking experience primarily focused on the financial markets and focuses nationally on developing commercial banking relationships with registered investment advisors, broker/dealers, asset and wealth managers, and other financial markets participants. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/5a2bcfcb-a473-4d67-87ab-1c0c9d022f62/speakers+page+250.250+%2817%29.png M&A+ Summit 2023 Speakers - Make it stand out James Hughes, Head of Investment Advisory Lending, Live Oak Bank James Hughes serves as the Head of Investment Advisory Lending at Live Oak Bank. In his role, James leads the sales team and oversees the lending process from the initial call to servicing of the loan. Since joining Live Oak Bank in 2013, he has helped hundreds of businesses achieve their goals through financing. James has served in several roles at Live Oak, including as a Sales Trader, Relationship Manager, Underwriter and Loan Officer. Prior to joining the bank, James worked at one of the leading investment banks in the world. There he managed a group of derivative trading assistants and several client service teams. Through this unique experience James has gained an understanding of the challenges that business owners face. James is dedicated to assisting small business owners in the Investment Advisory industry attain success and continue to thrive with Live Oak Bank’s products and services. James has a Bachelor of Arts in Economics from Bucknell University https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b46e7d7a-9798-4ee1-9911-9b094a1654f8/speakers+bios+250.250+%2832%29.png M&A+ Summit 2023 Speakers - Make it stand out Peggy Ruhlin, Special Advisor, DeVoe & Company Peggy Ruhlin, CPA/PFS, CFP®, joined DeVoe & Company as a Special Advisor in 2020. Peggy is also the Chair of the Board of Directors at Budros, Ruhlin & Roe, Inc., a $3.5 billion wealth management firm based in Ohio. She joined the firm in 1987 and served as Chief Executive Officer for nearly 18 years. Under Peggy’s leadership, Budros, Ruhlin & Roe won the 2011 Schwab IMPACT Awards® Best in Business award. Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant. She has served on many industry boards and committees, including the Certified Financial Planner Board of Standards and the Schwab Advisor Services Advisory Board. Peggy has been recognized as one of America’s most distinguished women in wealth management. Accolades and awards include: Recipient of the 2017 Alexandra Armstrong Award for lifetime achievement, named one of the “20 Most Influential Women to Watch in 2016” by InvestmentNews, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and as one of the Financial Times Top 100 Women Advisers in 2014. She holds a Bachelor’s in Business Administration from Otterbein University https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/85420dc0-fbd2-4140-87d5-e6dc098e98cd/speakers+bios+250.250+%2824%29.png M&A+ Summit 2023 Speakers - Make it stand out Francine Miltenberger, Managing Director, DeVoe & Company Francine joined DeVoe & Company in 2012. She is an investment banker with more than 20 years of experience in M&A transactions in the Financial Service Industry as an acquirer, seller and investment banker. Formerly, she was President of Kaspick & Company, a privately held asset management firm, where she revitalized operations, grew AUM from $3B to $4.5B and created an exit for the founders through a sale to TIAA-CREF. At PNC Bank, she was CEO & Division Executive of Treasury Management Services. At Chase Manhattan Bank, she held a number of positions in its Merger Office and Private Bank. Francine has an undergraduate degree in Economics and Psychology from Wellesley College and an MBA from Harvard University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/fbea4a92-f518-4429-bc53-f72763cf4dd5/Adam_250x250.png M&A+ Summit 2023 Speakers - Make it stand out Adam Levy, Managing Director, DeVoe & Company Adam returned to DeVoe & Company in 2022 after previously working with the company in 2014-2015. Adam is focused on delivering our valuation services to RIA clients. He is an experienced CFO and financial analyst. He has held positions across multiple industries, including financial services, technology, and other professional services verticals. Most recently, he was the CFO at Talent, Inc a technology-enabled career services provider. Prior to that, he was the CFO at Helix Education, a technology-based enrollment platform for colleges and universities. Earlier in his career, Adam co-founded Deer Creek Capital Partners, a long/short alternative investment fund with $20MM in assets. He was also a Senior Equity Analyst at Invesco Funds Group. Adam has a BA in English from the University of Michigan and a MBA in Finance from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/0a08d878-3d1b-4194-be3e-9f9f81b4cf09/speakers+page+250.250+%2812%29.png M&A+ Summit 2023 Speakers - Make it stand out Doug Johnson, Managing Director, DeVoe & Company Doug joined DeVoe & Company in 2021 as a Managing Director and works with our clients on consulting and investment banking projects. Doug has more than 20 years of senior-level RIA management experience as COO/CCO and consultant. Most recently, he served as COO/CCO at Parcion Private Wealth (~$2B) in Seattle. He oversaw an 80% AUM growth trajectory in the first 12 months of his tenure there. Prior to Parcion, Doug spent six years at The Ensemble Practice, where he supported RIAs and broker-dealers with business consulting and strategic planning. Doug also served in leadership positions at Columbia Pacific Capital Management and Lakeside Capital Management, among other firms. Doug earned an MBA from Thunderbird School of Management/ASU and a BA from University of California Los Angeles. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1549480025636-ZYTBKQHG273GWF8R4MNA/BradGrubb_300dpi.jpg M&A+ Summit 2023 Speakers - Make it stand out Brad Grubb, Managing Director, DeVoe & Company Brad joined DeVoe & Company in 2018. He brings 30+ years of financial services experience in wealth management, asset management, and banking. Brad has led several multi-billion dollar AUM RIAs and banks that own RIAs, many of which he helped grow through acquisition. His roles included President of PSBT’s Wealth Management Group, Managing Director of Manarin Investment Counsel, President of Carson Wealth Management Group, and President and CEO of BancWest Investment Services. Earlier in his career, he held senior positions at Citigroup, Kemper Financial Institution Group, and consulted with Farmers Financial Services. Brad earned his undergraduate degree in Economics from Loyola University Chicago. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/cc20a639-d636-4d17-a77f-b3f50fbe684c/sponsor+grid_082923.png M&A+ Summit 2023 Speakers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561678607937-LG1KQ061XS8G6NZO206D/DeVoeCompany_MASuccessionSummit2019_JustinMcCallumforOrange-299a.jpg M&A+ Summit 2023 Speakers Rudy Adolf of Focus Financial in a keynote fireside chat with David DeVoe https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1576776817366-8TMKXTCL38WNVGUP6UUX/Closing_DD+%26+BH+%288%29.JPG M&A+ Summit 2023 Speakers Brian Hamburger, MarketCounsel, sharing his perspective https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1580855850052-931GZ2HQD0WIN3IZQS9J/Barton_chat.jpg M&A+ Summit 2023 Speakers Mercer Advisors’ Dave Barton in a keynote fireside chat with Dimensional’s Bryce Skaff https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1599587343219-5K5O0RV0Z0K4ZY52TRNU/10706_BS_173.jpg M&A+ Summit 2023 Speakers Francine Miltenberger guides a panel https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1580855885421-T9L9P5DX23MKVKTXRLWI/Tibergien+for+site.jpg M&A+ Summit 2023 Speakers Mark Tibergien, formerly Pershing Advisor Services, discussing Growth: The Silent Killer https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1599586815869-D2U4IZKIAUFIVODDA3HU/Beatty_Duran2.jpg M&A+ Summit 2023 Speakers Joe Duran, formerly head of United Capital and now Head of Personal Financial Management at Goldman Sachs, discusses the state of M&A with Schwab’s Jon Beatty https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1561678636811-XIJWLFL88XBNQL6QHWBZ/DeVoeCompany_MASuccessionSummit2019_JustinMcCallumforOrange-778.jpg M&A+ Summit 2023 Speakers Hightower’s Elliot Weissbluth holding court https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1599365286294-NZ6ECSO1IM1FR1I3CJD0/marty.png M&A+ Summit 2023 Speakers Mariner’s Marty Bicknell in a keynote discussion https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1623442853447-LRG3ONEN0S42CN8CHS5E/Tim+for+site.jpg M&A+ Summit 2023 Speakers Tim Kochis, Special Advisor at DeVoe & Company, discussing a pathway to succession https://www.devoeandcompany.com/ma-summit-23 daily 0.75 2024-01-02 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1680017825648-0D7SIMEPC4KSFX3VB22O/Dallas+header+for+M%26A%2B+website.png M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/8ecdfb77-d660-4833-b566-7a7a1a520fdd/M%26A%2B_logo_FINAL_071222_M%26A_logo_horizontal_blue_300dpi.png M&A+ Summit 2023 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1627420366762-9DJ4EPICR624UGZLRGI3/shannon+eusey2-crop-2.jpg M&A+ Summit 2023 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/311fc5fb-89a6-4328-b0ec-4a04b45e4142/Matt+Cooper+-+Cropped_new.jpg M&A+ Summit 2023 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b12a2f60-b682-4136-83f2-453733216178/Larry+Miles.jpeg M&A+ Summit 2023 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3133292c-8245-472d-b106-bcd789069818/rcdls_lobby_fearingst_v1.jpg M&A+ Summit 2023 Home - Make it stand out The Ritz-Carlton Dallas 2121 McKinney Avenue, Dallas, TX 75201 United States, +1 (214) 922-0200 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/cc20a639-d636-4d17-a77f-b3f50fbe684c/sponsor+grid_082923.png M&A+ Summit 2023 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150279228-CZ9MX1LL1GCM7OADPIB1/_DSC7579.JPG M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150327582-YF8CBX35SGCQB0E4LE1T/_DSC8344.jpg M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150371909-S0SX646BIL2QQW2HBG42/_DSC7993.JPG M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150512913-DL39HPE8K9WWXAZLG9WK/_DSC8235.JPG M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150576874-A2NU4WGB2GM734HPIX8E/_DSC8415.jpg M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150609280-W04N08PJD3PGDXH17GYY/_DSC8562+copy.JPG M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150692620-6SH3GB9YXKQYQ9HS3EET/IMG_2913.jpeg M&A+ Summit 2023 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150636720-GXUJHA22BISIKOPNGRTK/_DSC8426.jpg M&A+ Summit 2023 Home https://www.devoeandcompany.com/david-devoe-bio daily 0.75 2022-11-03 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/0014fa1f-d7e3-471e-b9bc-7c344dca59e4/David+DeVoe_high+res300.jpg David DeVoe Bio Questions or inquiries? Contact us here. https://www.devoeandcompany.com/podcasts daily 0.75 2026-03-12 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6b26e216-0cf4-403d-bfe3-f83d27ef7060/June+2025+_+Barron%E2%80%99s+Advisor+Podcast_+%E2%80%9CDavid+DeVoe_+How+to+Maximize+Your+RIA+Firm%E2%80%99s+Valuation%E2%80%9D+%282%29.jpg Podcasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6428872c-00a2-4322-9a59-0acb3a94a266/IMG_0270.png Podcasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/28a7e67a-325e-499c-8a4a-d0e5686a8e13/DBP_EP_52_Quote.png Podcasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/169a566a-1175-424f-8be6-27455834d276/SOI_David_DeVoe_Website_72dpi-1.jpg Podcasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/93191639-5af2-401b-83ba-bd1d297ad876/49d0834d18c5e0f02dd876c3a273c5cd8d166ebb.png Podcasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/f5702a47-1228-402a-8ecb-76e947e72fa4/FmYI3Q4XoAARNtt.jfif Podcasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b942fdb2-d93c-4065-b43d-c1ce09f6018f/39ca62de94898db41e978688d20859ba5e4a44ae.png Podcasts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.devoeandcompany.com/elevate2025 daily 0.75 2026-01-14 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1f844c86-0e59-49be-8863-d6bca2be3e9c/header+basic.png DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/969ccdd0-39c6-4202-813b-fd984cb0b4e3/Mark+Tibergien+Cropped.png DeVoe Elevate 2025 - Make it stand out Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry. He has led organizations from start-up to exit, from dynamic growth to turn-around. He has consulted with hundreds of financial services organizations in the United States, Australia, the United Kingdom, Europe, and Canada. He currently serves as Advisor in Residence for Ernst & Young’s Wealth & Asset Management Group; an independent director of Pathstone, an wealth management and multi-family office RIA; and as an Advisory Board Member for Commonwealth Financial Network, a $180 billion broker-dealer & RIA. In September 2024, he was presented with WealthManagement.com’s first Lifetime Achievement Award to “recognize Tibergien’s guidance, principles and wisdom that have helped shape the industry.” Most recently, Mark was CEO of Pershing Advisor Solutions LLC, an affiliate of The Bank of New York Mellon. Prior to joining Pershing, he was a Principal in the CPA firm, Moss Adams LLP, where he was head of the Business Consulting Group, specializing in the financial services industry. He wrote a monthly column for Investment Advisor/Think Advisor on management issues. He is the author of four books published by Bloomberg Press/Wiley & Sons: Practice Made Perfect (2005) and How to Value, Buy or Sell a Financial Advisory Practice (2006); Practice (Made) More Perfect (2010) and The Enduring Advisory Firm (2016). https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/0cad4553-8ac4-4ac2-9e5e-578f874c56ab/John+Mittnacht+Cropped.png DeVoe Elevate 2025 - Make it stand out John joined DeVoe & Company as a special advisor in 2024. For the preceding nine years he served as CMO for Focus Financial Partners, a leading RIA aggregator which executed a successful IPO, grew revenue to over $2 billion and more than tripled the size of its network between 2015-2024. At Focus, John was responsible for developing programs to support organic growth, business development and marketing for the company’s 90+ partner firms. Based upon rigorous field testing, the programs he designed enabled participants to dramatically outperform their peers in matched control groups. He summarized his findings and insights in two internally published books outlining best practices for organic growth, entitled “Outperformers” and “Nester-Hunter-Builder.” John’s previous financial industry roles include global director of advertising for Citi Smith Barney – where his campaign won the FCS’ Financial Marketer of the Year award – and leading paid advertising efforts for TIAA. His non-financial accolades include leading the team who launched “Can you hear me now?” for Verizon Wireless, which was inducted into the Advertising Walk of Fame. John holds an MBA degree from the Wharton School of the University of Pennsylvania, and a Bachelor of Arts degree from Rice University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3f2ef296-3eef-4ea3-b246-a6a6e8b43946/Website+Sized+Photos+-+Team+Page+%281%29.png DeVoe Elevate 2025 - Make it stand out David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in consulting, investment banking and valuation engagements since launch. David has been a thought leader on RIA practice management for 18 years and was named the 'RIA M&A Guru' by Barron's magazine. Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express. David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/e3f4ce0c-7ded-4c12-b5b7-8b7df68e30c3/ben+harrison+cropped.png DeVoe Elevate 2025 - Make it stand out Ben Harrison is a Managing Director and leads the client facing businesses for BNY Pershing. He is the Co-Chair of BNY’s Wealth Community Practice which aligns professionals serving the wealth industry across the BNY enterprise. Additionally, Ben serves as President & board member for BNY Mellon, N.A. Ben is a member of BNY’s Senior Advisory Council, a group of senior managing director working closely with BNY’s Office of the CEO and the Executive Committee on the bank’s strategic initiatives. Prior to his current role, Ben led Wealth Solutions serving wealth intermediaries, the RIA custody business as well as business development and relationship management for the advisory marketplace at BNY Pershing. In those roles, he spearheaded key strategic initiatives and built successful partnerships with clients focused on powering their growth. Ben was a 2010 Chairman’s Circle Honoree, recognized for his outstanding performance and contribution to BNY. Before BNY Pershing, Ben worked at TD Ameritrade Institutional where he focused on the RIA business. Ben earned a Bachelor of Arts degree in Economics Management from Ohio Wesleyan University. He has also completed the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania. Ben is a former Chair for the Foundation for Financial Planning and a current trustee. He also serves on the Board of The Woodstock Academy Foundation. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/dc24027e-d17e-484d-98cf-4e4e57888838/Ken+Haman.png DeVoe Elevate 2025 - Make it stand out Ken Haman joined AB in 2005. As Managing Director of the AB Advisor Institute, he coordinates the group’s activities, develops the core curriculum, and serves as a consultant to FAs and key leaders at AB’s partner firms. Financial Advisors, advisory teams and managers seek out Mr. Haman when they need help with strategic marketing, improving their internal and external communications, and developing practice-management strategies. Mr. Haman’s professional experience includes managing a practice in psychotherapy for 20 years in the Washington, DC, area and a consulting practice to large organizations, financial professionals and senior executives in the mid-Atlantic states. He holds a BA in business administration, graduate degrees in psychology and theology, and certifications in clinical hypnosis and neuro-linguistic programming. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1dc6b5fa-a7a9-4806-8bcc-863de99c42da/Rob+Montella+Cropped.png DeVoe Elevate 2025 - Make it stand out Rob Montella is a member of the business consulting team at First Trust Portfolios that helps financial advisors, RIA’s, banks, and institutional clients maximize efficiency and business growth. Rob previously served as a Senior Strategist in Business Practices' for GSAM's Strategic Advisory Solutions team. He specialized in the delivery of practice management tools and services designed to improve financial advisors' business efficiency and productivity. Prior to joining Goldman Sach's, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms. Rob's work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, "Educating Others to be Emotionally Intelligent." Rob received his Bachelor's degree from the Governor's State University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/88895cf7-d1d3-4a5e-a9d7-c1b6b754e4c6/Aimee+Jachym.png DeVoe Elevate 2025 - Make it stand out Aimee J. Jachym is a Member in Miller Johnson’s Business and Corporate practice representing businesses in commercial transactions, mergers and acquisitions, corporate governance and compliance matters. She leads the firm’s RIA practice. Investment Advisory Practice Ms. Jachym represents financial industry professionals and registered investment advisory (RIA) firms throughout the United States and provides counsel on mergers and acquisitions, succession planning, and other business matters. She also advises RIAs on SEC and state registration, compliance matters, and client and partner transitions. Ms. Jachym has worked on dozens of RIA transactions, representing firms with up to $50B in assets under management. International Ms. Jachym works on many cross-border and international trade matters. She represents Korean and other international clients doing business in the United States and also advises domestic clients looking to expand their business into new markets. Ms. Jachym is proficient in verbal and written communication in Korean. Corporate Law Using her background in business and international affairs to meet the needs of local and global clients, Ms. Jachym counsels businesses of all sizes, including public institutions and start-ups, in diverse matters ranging from contract negotiations to regulatory matters and complex agreements. She serves as outside general counsel to several corporate clients and advises owners of privately-held entities on ownership issues, corporate governance, and succession planning. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/09c6d8da-1589-4250-a678-013040c41cbb/Jay+Therrien+-+Cropped.png DeVoe Elevate 2025 - Make it stand out Jay specializes in practice development, team leadership, communication, collaboration and adult-learning behavior. He and his team provide coaching to financial professionals across the country, and he frequently speaks regionally and nationally on behalf of Invesco Global Consulting (IGC). Jay is also a member of the IGC Leadership Team, which focuses on helping financial professionals grow, keep and optimize their practices in a complex and competitive business environment. A keynote speaker, executive coach and author, Jay has worked in the financial services industry since 1999. His writing has been featured in multiple industry publications, and he is the coauthor of The Three Commitments of Leadership: How Clarity, Stability and Rhythm Create Great Leaders.1 Jay joined Invesco in 2019 when the firm combined with OppenheimerFunds. Previously, he was a Director of Business Consulting and head of CEO Advisor Institute Marketing at OppenheimerFunds. Prior to these postions, Jay held various leadership roles in the financial industry, including head of learning and development, national sales manager and head of professional development at ING, MassMutual and The Hartford, respectively. Jay earned a degree in economics and finance from the University of Massachusetts and a BS in business management from Western Governors University. He holds the Series 7 and 63 industry registrations. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/d755e41b-bd79-496e-8359-d1c3900c0fd3/Christine+Cataldo+-+Cropped.png DeVoe Elevate 2025 - Make it stand out Christine joined Mercer Advisors in 2021. She has more than 25 years in the financial services industry, including 17 years at Edelman Financial Engines. Christine is a member of the company’s executive leadership team, responsible for the overall technology vision and roadmap for the firm. She participates on panels or advisory boards for several companies, including Salesforce, Charles Schwab, and Fidelity. Christine earned her bachelor’s degree from William & Mary, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Retirement Plans SpecialistSM designation. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6a69b1fe-c5f2-49ce-bca2-aea3e761c733/Jason+Gordo+-+Cropped.png DeVoe Elevate 2025 - Make it stand out Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth. Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success. Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs. Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/f35b886b-9936-4eb9-924f-9a1886d9472e/Jon+Wainman+Cropped.png DeVoe Elevate 2025 - Make it stand out Jon Wainman is an advisor practice management consultant at Capital Group. He coaches and provides practice management consulting insights to top financial professionals. He has 22 years of investment industry experience helping financial professionals grow their retirement plan and practices and has been with Capital Group for 13 years. Earlier in his career at Capital, he was a senior sales capabilities manager and a retirement plan counselor, responsible for relationship management and sales development in western and central Pennsylvania and West Virginia. Prior to joining Capital, Jon was a regional vice president at Voya Financial. Before that, he was an internal wholesaler at Transamerica Retirement Plan Solutions. He holds a bachelor’s degree in marketing from Indiana University. Jon is based in Los Angeles. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/73a895c0-c5ef-46be-80df-d852d694f560/Commie+Stevens+Cropped.png DeVoe Elevate 2025 - Make it stand out As Chief Practice Officer and member of the Beacon Pointe, LLC Board, Commie is passionate about improving the client and advisor experience. She originated our allWEALTH® approach and is focused on the development of life and legacy solutions and tech-enabled systems that make it easier for advisors to provide proactive, personalized advice and be advice-ready as life changes. Commie also oversees the firm’s approach to financial, estate and legacy planning and is a proud founding member of Beacon Pointe Women’s Advisory Institute and co-author of Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters. Before joining Beacon Pointe Advisors, Commie practiced estate planning at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California. She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. She regularly speaks on financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/47c737e1-a5b6-484f-ad1a-9d1d60e0b2dc/Shell+Black+Cropped.png DeVoe Elevate 2025 - Make it stand out In 2005 Shell Black started consulting on Salesforce. He was impressed by how the platform, when used well, enabled businesses to compete with much larger companies. In 2010, Shell’s affinity for solving problems in the cloud became a business. ShellBlack was founded with a simple mission —– to help companies maximize their CRM investment. Shell previously worked in financial services, where he gained the industry knowledge he uses when assisting clients today. Shell and his team serve more than 400 wealth firms, including 40% of Barron's Top 20 RIA firms, underscoring ShellBlack’s reputation as Wealth Management's Premier Salesforce Partner. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/ec475671-a202-4a7f-a76b-765a2eca6114/Russ+Larson+Cropped.png DeVoe Elevate 2025 - Make it stand out Russ Larsen is responsible for managing Wintrust’s middle market banking efforts in the northwest suburbs, Wintrust’s Investment Advisor Banking practice, and also serves as CEO of Village Bank & Trust. Russ has spent the last 30 years working with middle market companies in the greater Chicagoland area. He is passionate about establishing highly personalized relationships with an emphasis on strategic discussions about growth and succession planning. Russ has a bachelor’s degree in finance with an emphasis in accounting from Northern Illinois University and an MBA in marketing with an emphasis in finance from DePaul University. He serves on the Board of Executive Advisors of the Northern Illinois University College of Business and as a board member for the American Cancer Society. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/313f79b8-f424-49a5-8dcd-e2c4e7c332ef/Website+Sized+Photos+-+Team+Page+%2839%29.png DeVoe Elevate 2025 - Make it stand out Doug joined DeVoe & Company in 2021 as a Managing Director and works with our clients on consulting and investment banking projects. Doug has more than 20 years of senior-level RIA management experience as COO/CCO and consultant. Most recently, he served as COO/CCO at Parcion Private Wealth (~$2B) in Seattle. He oversaw an 80% AUM growth trajectory in the first 12 months of his tenure there. Prior to Parcion, Doug spent six years at The Ensemble Practice, where he supported RIAs and broker-dealers with business consulting and strategic planning. Doug also served in leadership positions at Columbia Pacific Capital Management and Lakeside Capital Management, among other firms. Doug earned an MBA from Thunderbird School of Management/ASU and a BA from University of California Los Angeles. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/79dc798f-6d18-4846-8e0e-c7a53ecef7d8/Andy+Brown+Cropped.png DeVoe Elevate 2025 - Make it stand out Andy joined Capital Advisors in 2001 and has been on the Board of Directors since 2006. He has served as President since 2012. Andy oversees the Wealth Management, Client Service, and Financial Planning teams in addition to long-term strategic planning for the firm. He graduated from the University of Tulsa and brings over 25 years of experience to the firm. Andy is active in the Tulsa community, a long-time supporter of Catholic Charities and the Alzheimer’s Association, and an advocate for financial literacy. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/9f92e925-d290-475b-a976-c73ff5d9cb25/Scott+Mizer+Cropped.png DeVoe Elevate 2025 - Make it stand out Scott serves as President and Client Advisor of the firm. As President, Scott has broad responsibilities in all areas of practice management within the firm. In his role as Client Advisor, he uses his investment and retirement planning experience to tailor wealth plans for clients. He also serves as Chief Compliance Officer and is a senior member of the firm’s Retirement Plan Services Team as well as Investment Committee. Scott believes the foundation of successful firms are values that are lived and breathed. The values of Integrity, Teamwork, Humility, Excellence and Enthusiasm are alive, well and part of the everyday culture at The Joseph Group. Scott enjoys helping The Joseph Group Team and Clients “live their great lives” and being part of the firm’s best places to work culture. Scott is a graduate of Denison University where he majored in economics and computer science. Prior to joining the firm, he established and operated Mizer Financial Services – an independent financial and investment advisory firm. Scott has more than 30 years of experience in the financial planning and investment management industries and, earlier in his career, was with the Huntington Trust Company and Nationwide. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Qualified 401k Administrator (QKA) designation. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/8e8bef20-2f81-4318-8eaa-d04eaea877f2/Lyle+Minton+Cropped.png DeVoe Elevate 2025 - Make it stand out Lyle Minton is the Chief Investment Officer at Keel Point. Prior to joining Keel Point in 2013, Lyle was a Founding Member and Chief Investment Officer of Point Clear Capital Management, where he managed a global macro hedge fund. He was a Senior Vice President with Alcentra, Inc.(a $16 billion fixed income fund headquartered in London), where he was Head of Structured Products responsible for global structured credit trading. He was also a Managing Director at HSBC Bank in New York from 2000-2003, during which time he managed the Financial Institution team and was head of Product Development. Lyle Minton has over 25 years of experience in capital markets, trading a variety of cash and derivative markets across asset classes. He graduated in 1988 from Auburn University with a B.S. in Economics and from Pace University in 1992 with a M.B.A in finance. He completed a fellowship in derivatives pricing theory at Virginia Tech University’s Center for Futures and Options. Mr. Minton has published articles in Risk and Canadian Derivative Strategy. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/84a5ff39-d6cd-4364-92da-4912bb0b2032/Jordan+Greenhouse+-+Cropped.png DeVoe Elevate 2025 - Make it stand out As Lido’s Chief Growth Officer, Jordan is responsible for driving growth and expansion across the organization both organically and inorganically, and identifying and developing strategic initiatives for enhancing the current organization. Jordan was most recently Managing Director at Kayne Anderson Rudnick serving the institutional and retail divisions. Jordan has deep experience including a wide range of client-focused and regional roles at Fidelity Investments. Prior to Fidelity, Jordan served as Chief Operating Officer at RADY Asset Management, overseeing hedge fund and separately managed account operations. Jordan holds a B.S. degree in Psychology Pathology from the University of Utah and an M.B.A. in Business from Cornell Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6dce0b32-d579-4315-8a76-bab8148d0653/Ed+-+Web.png DeVoe Elevate 2025 - Make it stand out Ed Moore joined DeVoe & Company as a Special Advisor in 2021. Most recently, Ed served as President of Edelman Financial Services, the nation’s largest independent RIA. Over his 30-year career at Edelman, he helped grow the firm from six people into a $230-billion enterprise with 1.1 million clients and 1,400 employees. In addition to overseeing the large-scale merger and integration of Edelman Financial Services and Financial Engines, Ed navigated the company through a series of sales to private equity firms and taking the firm private. During his tenure, he helped lead the firm’s organic growth from one office to 45 offices with 150 planners from coast to coast. As part his leadership roles there, he led and helped train financial planners, served on the Executive committee, Investment committee and the firm’s Board of Directors. Ed started his career with Waddell & Reed as a financial advisor. Ed has been a CFP® professional since 1991 and has served on the Board of Directors for the Certified Financial Planner Board of Standards, Inc. Ed graduated from Virginia Polytechnic Institute and State University with a Bachelor of Science in Industrial Engineering and Operations Research. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/833fffba-c8fa-45a5-b4d3-9f239a39602b/Sam+Davis+Cropped.png DeVoe Elevate 2025 - Make it stand out While growing up in the small town of Franklin, TN, Sam learned the values of honesty, candor, and hard work from his family members. Through his love of sports and passion for life, he established many life-long relationships that he values. His love of water sports led Sam to White Water Slalom Kayaking where he went on to be a multiyear USA National Champion and an Alternate in the Olympic Games. Living and competing abroad helped shape his view of the world and forge global friendships that exist today. Sam brought his high work standards to the financial world after achieving a Masters in Business Administration degree. He obtained his Certified Financial Planner™ designation while working for an international financial institution. Sam saw a need for a more personalized approach to client relationships and envisioned financial solutions that were tailored to the desires and needs of his clients. As a result, Sam found his way to TBH Advisors, a firm that shared his philosophy for client service. Sam strives to achieve asset preservation and prudent growth for his clients while placing them in investments that meet their long-term savings goals. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/c314c8b8-2c38-4320-b93b-f872b0b55ee4/Kyle+Glenn+Cropped.png DeVoe Elevate 2025 - Make it stand out Kyle joined Homrich Berg in 2020 as Chief Operating Officer, returning after a previous stint with the firm from 2008-2013. He leads the firm’s internal operations, helps align the firm’s talent and culture with its long-term objectives, and drives strategic initiatives to support future growth. Prior to re-joining Homrich Berg, Kyle was a Manager in Bain & Company’s Atlanta office. In his 5 years at Bain Kyle led teams serving clients across a wide variety of industries, with a focus on Private Equity, Consumer Products, and Technology. His expertise includes M&A, growth strategy, organization and operating model design, and performance improvement. Kyle received an MBA with Honors from the University of Chicago Booth School of Business in 2015 and a BS in Management with Highest Honors from Georgia Tech in 2008. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/d96f4aeb-1066-4af4-b85d-c09b7dd9e32a/Yelena+Melamed+Cropped.png DeVoe Elevate 2025 - Make it stand out Yelena is the Head of Product for Catchlight. In her role, Yelena is responsible for developing and managing the Catchlight platform products providing strategy development, product management, and go-to-market support. She is driven to help advisors leverage data and technology to grow their businesses. Prior to joining Catchlight, Yelena spent over 25 years in various roles across Fidelity Investments. She has focused her efforts on the cross section of advisor and investors facing technology. She has specialized experience in portfolio management, institutional order management, trading platforms, and workplace investing technology. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/fcdf1cdf-fa1d-442d-b984-875c579bf75b/Andres+Garcia-Amaya+Cropped.png DeVoe Elevate 2025 - Make it stand out Prior to founding Zoe Financial, Andres was an Executive Director at JP Morgan Asset Management, helping oversee $300 billion in assets. Before JP Morgan, Andres worked in Morgan Stanley's Institutional Equity division, where he developed investment ideas and conveyed equity market insights to institutional clients. Andres is consistently ranked as a top speaker at major industry conferences. He is a regular guest at CNBC & Bloomberg, He holds a CFA designation and an MBA from the Wharton School, where he received the Joseph Wharton Fellowship and Toigo Foundation Fellowship. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/76e77d37-06e3-44ab-af3d-cb69a37d94fe/Website+Sized+Photos+-+Team+Page+%287%29.png DeVoe Elevate 2025 - Make it stand out Dustin Mangone is a Managing Partner and the Director of Investment Advisor Services for PPC LOAN, a cash-flow based lender providing nationwide financing to service sector businesses. He has over 18 years of experience with cash-flow lending and has evaluated and underwritten over $1 billion in loans for investment advisors. Dustin now spends 100% of his time consulting on the M&A financing needs of RIAs and Independent Investment Advisors nationwide and is a regular speaker on these topics. Dustin’s experience is focused on acquisitions, mergers, buy-ins, buy-outs, equity purchases, succession plans, and debt consolidations. Dustin is a 2002 graduate of Texas A&M University and spent 2 years as a financial advisor providing retirement planning for non-profit organizations before joining PPC LOAN in May of 2005. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/4baf3be3-9f18-4645-bc18-0809001bed0b/James+Hughes+Cropped.png DeVoe Elevate 2025 - Make it stand out James Hughes serves as a Managing Director for Live Oak Bank’s Small Business Lending division; his title is Head of Professional Services Lending. In this role, James oversees the management of Investment Advisory, P&C Insurance, Accounting & Tax and Law Practice lending at Live Oak Bank. James leads the sales team and oversees the lending process from the initial call to loan servicing. Since joining Live Oak in 2013, he has helped hundreds of businesses achieve their goals through financing. James has served in several roles at Live Oak, including as a sales trader, relationship manager, underwriter, loan officer and business development officer. Before joining the bank, James worked at one of the leading investment banks in the world, where he managed a group of derivative trading assistants and several client service teams. Through this unique experience, James has gained an understanding of business owners' challenges. James' dedication is to assisting small business owners attain success and continue to thrive with Live Oak Bank’s products and services James has a Bachelor of Arts in Economics from Bucknell University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/47188a06-1ec3-4d47-8829-3af1e855f8fb/Brad+Grubb+-+Web.png DeVoe Elevate 2025 - Make it stand out Brad joined DeVoe & Company in 2018. He brings 30+ years of financial services experience in wealth management, asset management, and banking. Brad has led several multi-billion dollar AUM RIAs and banks that own RIAs, many of which he helped grow through acquisition. His roles included President of PSBT’s Wealth Management Group, Managing Director of Manarin Investment Counsel, President of Carson Wealth Management Group, and President and CEO of BancWest Investment Services. Earlier in his career, he held senior positions at Citigroup, Kemper Financial Institution Group, and consulted with Farmers Financial Services. Brad earned his undergraduate degree in Economics from Loyola University Chicago. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/0bf906e0-5246-4f5d-b4e0-cbb74eeea0db/Parker+Ence+Cropped.png DeVoe Elevate 2025 - Make it stand out Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI meeting assistant for financial advisors designed to cut meeting admin time by 90% while elevating client and advisor experience by putting meeting prep, note taking, meeting compliance, CRM updates, and meeting follow-ups on AI autopilot. Parker works with RIA and broker-dealer teams every day to implement award-winning, safe, and compliant AI that is built for advisors, customizable to the advisor’s style, and deeply integrated with the advisor tech stack. Parker is a 4x technology CEO with experience in fintech, data, AI and briefly at Google Cloud AI. Parker received an MBA from Stanford Graduate School of Business and a bachelor's in Economics from the University of Utah. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/9537d005-d89e-4cad-b0fe-3dc977d8f691/Scott+Kahan+Cropped.png DeVoe Elevate 2025 - Make it stand out With over 35 years of experience, Scott’s passion for helping others realize their goals has extended beyond his clients and into serving others through education and community outreach. In his time, he’s seen trends come and go, but has always held true to the belief that a long-term approach provides the best roadmap to financial success. Scott shared his knowledge by educating future financial professionals at Marymount College, Baruch College, and New York University (NYU) financial planning programs. He was an Adjunct Associate Professor of Financial Management at NYU and recipient of the Award for Teaching Excellence. Deeply committed to serving his community, Scott spends a large portion of his non-working hours helping others. He serves as an active member of the Financial Planning Association (FPA), previously served as a member of the FPA’s National Board of Directors for over five years, and acted as a member of the Editorial Advisory Board for FPA’s Journal of Financial Planning. He has also chaired a number of the FPA’s educational conferences. Scott also serves his community through financial education and guidance as a board member of the Foundation for Financial Planning; a nonprofit organization that provides funding to organizations that offer pro bono financial planning to those in need. He regularly provides college planning seminars for parents and students at the local high school in Chappaqua, NY, and served as a board member and treasurer for the Board of Directors for the Horace Greeley Scholarship Fund. In 2022, Scott received the P. Kemp Fain Jr. Award. This award is given to those who have made significant contributions to the financial planning profession in the areas of service to society, academia, government and professional activities. In 2017, Scott received the FPA Heart of Financial Planning Award for his commitment to the financial planning community as well as his passion for his work. He earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and received his Bachelor of Arts Degree from Syracuse University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/488cac49-e54c-45ac-9fb7-8aa1f3f9d75d/Peggy+-+Web.png DeVoe Elevate 2025 - Make it stand out Peggy Ruhlin, CPA/PFS, CFP®, joined DeVoe & Company as a Special Advisor in 2020. Peggy is also the Chair of the Board of Directors at Budros, Ruhlin & Roe, Inc., a $3.5 billion wealth management firm based in Ohio. She joined the firm in 1987 and served as Chief Executive Officer for nearly 18 years. Under Peggy’s leadership, Budros, Ruhlin & Roe won the 2011 Schwab IMPACT Awards® Best in Business award. Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant. She has served on many industry boards and committees, including the Certified Financial Planner Board of Standards and the Schwab Advisor Services Advisory Board. Peggy has been recognized as one of America’s most distinguished women in wealth management. Accolades and awards include: Recipient of the 2017 Alexandra Armstrong Award for lifetime achievement, named one of the “20 Most Influential Women to Watch in 2016” by InvestmentNews, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and as one of the Financial Times Top 100 Women Advisers in 2014. She holds a Bachelor’s in Business Administration from Otterbein University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/35327a6a-ea52-4521-b7dd-99a3078da379/Scott+Grouten+Cropped.png DeVoe Elevate 2025 - Make it stand out Scott Grouten is a senior RIA strategic relationship manager at Capital Group, home of American Funds. He has 19 years of industry experience and has been with Capital Group for eight years. Prior to joining Capital, Scott was a vice president at American Century Investments. Before that, he was a vice president of Corporate Retirement Plan Sales at Voya Retirement Plans. He holds a bachelor's degree in business administration from Marist College in Poughkeepsie, New York. Scott is based in Los Angeles. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/2b00bd71-5e2c-4f1f-96a4-e7f2bb31cb1f/Adam+Levy+Grey+Background+%281%29.png DeVoe Elevate 2025 - Make it stand out Adam returned to DeVoe & Company in 2022 after previously working with the company in 2014-2015. Adam is focused on delivering our valuation services to RIA clients. He is an experienced CFO and financial analyst. He has held positions across multiple industries, including financial services, technology, and other professional services verticals. Most recently, he was the CFO at Talent, Inc a technology-enabled career services provider. Prior to that, he was the CFO at Helix Education, a technology-based enrollment platform for colleges and universities. Earlier in his career, Adam co-founded Deer Creek Capital Partners, a long/short alternative investment fund with $20MM in assets. He was also a Senior Equity Analyst at Invesco Funds Group. Adam has a BA in English from the University of Michigan and a MBA in Finance from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/dcff9f61-3cca-4cd0-ac64-68ac2f2ac23d/Elevate+Draft+Agenda+%282000+x+800+px%29+%284%29.png DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/8be03092-7ef0-495e-898d-344464db6727/Elevate+2025+Location+Banner.png DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/f2661827-ff84-4eaa-8439-e7ef463c64cb/2025+Elevate+-+Women%27s+Event+Options+%284%29.png DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/cba249fc-1d93-4fc6-b3d0-8f0993e3a37b/Main+Evening+Event+Graphic+%288%29.png DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a208d9b4-8a6f-4b5d-9cbc-be9bc62f9089/Reception+Graphic+%282%29.png DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/54971ade-5fc4-4670-8a18-4451704d3c4b/2025+Sponsor+Grid.jpg DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1cb0c128-a855-442c-9deb-7e77465f5fcb/2025+Elevate+NPS+%282%29.jpg DeVoe Elevate 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164919619-7WVRSI7EPU4JFQGS1KQD/DeVoe%26Co_051023-1017.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164929763-5CRB0R7LV0U91547T9DC/DeVoe%26Co_051023-1033.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540614213-0X16BVKMTYGKQAOD4BE2/harris_250507-4482.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164956901-MKE6U8ZBM4NKFUQ0SB9R/DeVoe%26Co_051023-1143.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540454215-G859KH8WBFIMSAVU738A/harris_250507-4704.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164960418-ZR0ZWBMTJFUU8R33XPZ7/DeVoe%26Co_051023-1167.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164965969-HRV1DRUG6LPHYC14WGU9/DeVoe%26Co_051023-1172.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164949531-0IF7V8V36UVNDRRKI64V/DeVoe%26Co_051023-1085.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164969689-YGQ0E0IVFHQP757U76PD/DeVoe%26Co_051023-1176.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165004113-1TW64ZZVAD17DIX9BCN6/DeVoe_051223-1029.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165013705-FO4C78N9GHJ1MXLGK3YV/DeVoe_051223-1031.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164983610-S32C0FR3H9JWP2P72AHN/DeVoe%26Co_051123-1024.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165118983-5OCQGK7QP7K7Y5XYXHV8/DeVoe%26Co_051123-1052.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165118409-37H98QBDN53SOKIWODLY/DeVoe%26Co_051123-1104.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1712262211224-RCQMGQIFVITIUYUPKUX7/Martine+Lellis.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540391298-4YI7HDBUEXUSSPZ71BRX/harris_250507-4297.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540673501-1OJLSY8P0LTTT423LNHD/harris_250507-4393.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1712262336798-K100PT3FP1OWXJOOQ4ZS/Photo+May+18%2C+2+16+29+PM.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165014962-39K4IG7HCL9OZHL324RW/DeVoe_051223-1036.jpg DeVoe Elevate 2025 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540723006-0XZJK1ZK0Z9ILRF8OQ73/harris_250507-5257.jpg DeVoe Elevate 2025 https://www.devoeandcompany.com/ma-summit daily 0.75 2026-03-12 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/877d6f05-b1de-4b1f-b4b7-d2d37108a3ef/M%26A%2B+2026+Headline+%281%29.png M&A+ Summit 2025 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1951e3b0-673d-4291-b52d-2feb15286fdf/M%26A%2B+Short+Agenda+%282000+x+800+px%29+%284%29.png M&A+ Summit 2025 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/25f53273-dbcd-4ced-a0a8-1588053306f1/Peter+Mallouk+Cropped+%281%29.png M&A+ Summit 2025 Home - Make it stand out A successful financial advisor as well as a lawyer, Peter has received wide acclaim for his work in the world of wealth management. He is a sought-after thought leader on financial topics and a New York Times bestselling author. Since 2004, Peter has led Creative Planning and its family of companies to provide comprehensive wealth management services to clients in all 50 states and abroad, including investment management, financial planning, tax planning, retirement plan consulting, estate planning services and charitable planning. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a500f68d-d98d-47f3-acdd-c115ab48c58f/Michael+Nathanson+-+Cropped.png M&A+ Summit 2025 Home - Make it stand out Michael is a highly respected and experienced leader in the wealth management industry. As Chief Executive Officer, he plays a pivotal role in driving organizational change and spearheading a range of firm-wide initiatives. He is relentlessly dedicated to bringing meaning and joy to the lives of clients, his team, and throughout the Focus Partnership, by fostering a culture that values lifelong learning, cultivates innovation, and offers opportunities to live lives full of passion and purpose. Michael’s passion is reflected in the recognition he has received, having been selected ten times by Barron’s magazine as one of the top 100 independent financial advisors in the nation, included in Worth magazine’s list of the country’s top 250 wealth advisors and recognized as one of ThinkAdvisor’s 2022 LUMINARIES winners for Executive Leadership. He also was selected six times as a “Super Lawyer,” as published in Massachusetts Super Lawyers. During his tenure as Chief Executive Officer and Chair of The Colony Group, he is most proud of the firm being named one of 50 firms as a Best Place To Work for Financial Advisors by InvestmentNews. As a lifelong learner, he is committed to sharing his knowledge and experience with clients, colleagues, and the next generation of industry leaders and is a frequent speaker at industry conferences. He also has served on the Fidelity Clearing and Custody Solutions Advisor Council and the Schwab Advisor Services Advisory Board. Previously, he served on the Board of Advisors for Boston University’s Program for Financial Planners and as Co-Chairman of the Boston Bar Association. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/f24e1986-d8af-482e-a3ed-d1b85acbf88d/Website+Sized+Photo+Template+-+Team+Page+%26+Events+Page.png M&A+ Summit 2025 Home - Make it stand out David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in consulting, investment banking and valuation engagements since launch. David has been a thought leader on RIA practice management for 18 years and was named the 'RIA M&A Guru' by Barron's magazine. Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express. David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1f6a5baa-acfa-42b2-bdfd-b2df4f976540/Rohit+Mahna+Cropped.png M&A+ Summit 2025 Home - Make it stand out Rohit Mahna is head of Client Growth at Institutional Wealth Management Services, which offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses. Institutional Wealth Management Services is a part of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Mahna leads the sales and relationship management teams that are responsible for building and maintaining relationships with wealth management firms and institutions, understanding their business objectives, and delivering the best of Fidelity to help them grow their businesses. Before joining Fidelity, Mr. Mahna spent more than 10 years at Salesforce, where he was most recently senior vice president and general manager of Global Financial Services and was responsible for product, marketing, partners, industry expertise, and overall go-to-market strategy. Mr. Mahna was instrumental in the vision and development of Salesforce’s Financial Services Cloud, the company’s first industry-specific application. Mr. Mahna has over 20 years of experience in financial services, previously leading global development of IBM’s financial services industry solutions for business analytics and overseeing the industry marketing team. He got his start in financial services at TD Waterhouse. Mr. Mahna earned his bachelor of science degree in business and economics from Lehigh University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/012288eb-73d8-4483-97a7-df39676c90e1/Travis+Danysh+Cropped.png M&A+ Summit 2025 Home - Make it stand out Travis is responsible for the development and execution of Focus’ long-term strategic plan. He also leads Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts. Travis has been with Focus for over nine years in a variety of roles across the business, including Partner Firm value add, M&A, and business development. In addition to his role as Chief Strategy Officer, Travis also serves as Executive Chairman of Focus’ business units in Australia while also overseeing Focus’ business management unit. He also holds a position on Focus’ Executive Committee. Prior to joining Focus, Travis was a Vice President in the Financial Sponsors Group of the Investment Bank at Credit Suisse. He worked with private equity firms and their portfolio companies on a variety of transactions including leveraged buyouts, M&A, and equity offerings. He previously worked in management consulting for Monitor Group, where he advised clients on issues related to growth strategy, operational efficiency, and post-merger integration. Travis holds an MBA from the University of Virginia Darden School of Business and a BA from Georgetown University. He lives in Austin, TX with his wife and daughter and enjoys travel, running, biking, cooking, and cheering for his hometown San Antonio Spurs. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/7ff55db4-9914-42bd-a925-7d2e8dbc94b4/Website+Sized+Photos+-+Team+Page+%2851%29.png M&A+ Summit 2025 Home - Make it stand out Ben Harrison is a Managing Director and leads the client facing businesses for BNY Pershing. He is the Co-Chair of BNY’s Wealth Community Practice which aligns professionals serving the wealth industry across the BNY enterprise. Additionally, Ben serves as President & board member for BNY Mellon, N.A. Ben is a member of BNY’s Senior Advisory Council, a group of senior managing director working closely with BNY’s Office of the CEO and the Executive Committee on the bank’s strategic initiatives. Prior to his current role, Ben led Wealth Solutions serving wealth intermediaries, the RIA custody business as well as business development and relationship management for the advisory marketplace at BNY Pershing. In those roles, he spearheaded key strategic initiatives and built successful partnerships with clients focused on powering their growth. Ben was a 2010 Chairman’s Circle Honoree, recognized for his outstanding performance and contribution to BNY. Before BNY Pershing, Ben worked at TD Ameritrade Institutional where he focused on the RIA business. Ben earned a Bachelor of Arts degree in Economics Management from Ohio Wesleyan University. He has also completed the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania. Ben is a former Chair for the Foundation for Financial Planning and a current trustee. He also serves on the Board of The Woodstock Academy Foundation. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/9cdb21c1-afbe-4a27-9e7c-a8f96e1fda2b/Martine+Lellis+-+Cropped.png M&A+ Summit 2025 Home - Make it stand out Martine is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Martine previously served as Chief Talent Officer (a role she held since joining Mercer Advisors in 2020), with a focus on developing and growing the organization’s talent. She is also a Member of the Executive Leadership Team.Prior to Mercer Advisors, she served as Principal, COO and CCO at Sullivan, Bruyette, Speros & Blayney. She also served on the Technology, Operations & Service Advisory Board of one of the largest RIA custodians, and has been involved as a writer and instructor for CFP™ exam review courses. Education: MBA, Georgetown University; B.S., Mathematics, Duke University Credentials: Certified Public Accountant and Certified Financial Planner™ https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/dda95459-6591-4d6a-92ad-38b0b66ddaf8/Jason+Gordo+-+Cropped.png M&A+ Summit 2025 Home - Make it stand out Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth. Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success. Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs. Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/bfdf9ec7-cc55-4ff7-8ed5-d0b1b79ec832/Scott+Holsopple.png M&A+ Summit 2025 Home - Make it stand out Scott Holsopple serves as Chief Strategy Officer at Hightower Advisors, leading enterprise strategy and M&A, and defining the firm’s value proposition for both advisors and end clients. In his role, he aligns cross-firm initiatives with a unified vision focused on accelerating advisor success and enhancing client outcomes. Scott brings 20 years of experience in investment banking, private equity and wealth management — all of which help him to successfully articulate enterprise strategy and oversee implementation. Most recently, he worked at an international firm focused on strategic investments in the wealth management industry, leading their West Coast M&A efforts to identify top RIA firms and support existing partner firms’ M&A and organic growth strategies. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/2f616cc5-437a-4927-95b1-e82c44b16f0a/Gordon+Ross+Grey+Background.png M&A+ Summit 2025 Home - Make it stand out Gordon Ross joined DeVoe & Company as President in 2025. He brings over 20 years of industry experience and a strong track record of helping RIAs achieve their goals. Gordon will join the executive leadership team and oversee day-to-day operations, with a focus on scaling the firm’s consulting and M&A advisory business to meet growing client demand. He will be responsible for implementing the firm’s strategic goals and supporting the firm’s continued growth in a thriving RIA market. Most recently, he served as Chief Client Officer at Dynasty Financial Partners, where he led all client-facing functions, including relationship management, transitions, practice management, and service delivery—supporting RIAs across the country. Prior to joining Dynasty, he was Vice President at BBR Partners in New York. Before that, he was at Atlantic Trust Private Wealth Management, where he helped manage the personal client book of the COO. Originally from Scotland, Gordon began his career at Bestinvest Brokers in London, one of the UK’s leading private client investment groups. He received a BA in economics from Durham University (UK) and MBA from Harvard Business School. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/84c0071f-12e0-426f-aea1-85a6406f67c0/Jay+Therrien+-+Cropped.png M&A+ Summit 2025 Home - Make it stand out Jay specializes in practice development, team leadership, communication, collaboration and adult-learning behavior. He and his team provide coaching to financial professionals across the country, and he frequently speaks regionally and nationally on behalf of Invesco Global Consulting (IGC). Jay is also a member of the IGC Leadership Team, which focuses on helping financial professionals grow, keep and optimize their practices in a complex and competitive business environment. A keynote speaker, executive coach and author, Jay has worked in the financial services industry since 1999. His writing has been featured in multiple industry publications, and he is the coauthor of The Three Commitments of Leadership: How Clarity, Stability and Rhythm Create Great Leaders.1 Jay joined Invesco in 2019 when the firm combined with OppenheimerFunds. Previously, he was a Director of Business Consulting and head of CEO Advisor Institute Marketing at OppenheimerFunds. Prior to these postions, Jay held various leadership roles in the financial industry, including head of learning and development, national sales manager and head of professional development at ING, MassMutual and The Hartford, respectively. Jay earned a degree in economics and finance from the University of Massachusetts and a BS in business management from Western Governors University. He holds the Series 7 and 63 industry registrations. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/343ffd19-d95d-4331-bf13-ebb41cc3cad2/Denitsa+Balunis+Edelman.png M&A+ Summit 2025 Home - Make it stand out Denitsa Balunis is Head of Corporate Strategy and Corporate Development at Edelman Financial Engines (EFE), where she leads enterprise strategy, planning, and all aspects of M&A. She also serves as Chief of Staff to the CEO and is a member of the firm’s executive committee, the CEO Council, which oversees the company’s enterprise strategy. Since establishing EFE’s dedicated M&A function in 2020, Denitsa and her team have executed nine acquisitions representing more than $6B in assets under management. Her team manages the full lifecycle of transactions—from opportunity sourcing and valuation to negotiation, closing, and integration. Since joining EFE in 2018, Denitsa has played a central role in transformative deals, including the combination of Edelman Financial Services and Financial Engines under Hellman & Friedman’s ownership and the 2021 minority investment by Warburg Pincus. With 20 years of strategy, finance, and operations experience across financial services and technology, Denitsa has advised and led organizations through growth, market entry, M&A, and IPO preparedness. She holds a B.A. in Economics, summa cum laude, from Colby College and an MBA in Strategy from Duke University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3c9f3938-9cd0-4bf8-aa1e-53e8784d43e8/Michael+Belluomini+Cropped+Photo.png M&A+ Summit 2025 Home - Make it stand out Michael is responsible for leading the external M&A strategy for Carson Group. Prior to joining Carson, Michael spent more than 17 years with one of the nation's leading independent broker/dealers as a business development executive and consultant. He is a proud graduate of Creighton University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6e7e9965-9beb-4e73-b2b3-63a77776f89a/Brad+Grubb+-+Web.png M&A+ Summit 2025 Home - Make it stand out Brad joined DeVoe & Company in 2018. He brings 30+ years of financial services experience in wealth management, asset management, and banking. Brad has led several multi-billion dollar AUM RIAs and banks that own RIAs, many of which he helped grow through acquisition. His roles included President of PSBT’s Wealth Management Group, Managing Director of Manarin Investment Counsel, President of Carson Wealth Management Group, and President and CEO of BancWest Investment Services. Earlier in his career, he held senior positions at Citigroup, Kemper Financial Institution Group, and consulted with Farmers Financial Services. Brad earned his undergraduate degree in Economics from Loyola University Chicago. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/d270ff24-d41a-4221-b7e8-9c27ed79d4c7/Jim+Abbott+Cropped.png M&A+ Summit 2025 Home - Make it stand out James E. Abbott serves as the Co-Head of Seward & Kissel’s Corporate M&A Practice. He joined Seward & Kissel as a partner in 2007. Jim represents public and private companies, private investment funds, investment management firms, financial institutions, business owners and managers in connection with a variety of business transactions, financings and general corporate matters. Representative transactions include mergers and acquisitions, private equity, debt and venture capital transactions, seed capital arrangements, joint ventures, strategic alliances, PIPEs and other public and private securities offerings. In 2019, The M&A Advisor recognized Jim with its 2019 Leadership Award, and inducted him into its Hall of Fame. In 2018, The National Law Journal recognized Jim as an M&A Trailblazer, among only 27 attorneys nationally who it determined were “movers and shakers in the legal industry who have made an impact in their sector through new types of strategies or innovative matters.” In ranking Seward & Kissel’s Business Transactions Group as Highly Regarded for Corporate/M&A, Chambers USA ranked Jim Abbott a Leading Individual and reported that “clients are full of praise” for Jim, “saying that he always puts client satisfaction as a primary objective, brings a lot of experience to deals, and can explain legal items in everyday business terms.” In recommending the Seward & Kissel Business Transactions Group among the firms ranked in the middle market M&A category, The Legal 500 ranked Jim in its “Hall of Fame” category and reported that “Co-business transactions group leader Jim Abbott is very helpful with the overall strategic advice and guidance he provides. Jim gets actively engaged in the entire process, providing superior service, and not only is he personable and affable, but he can subtly drive a very hard bargain.” Jim is among the corporate lawyers recognized by New York Super Lawyers, and is ranked AV Preeminent 5.0 out of 5 by Martindale-Hubbell. Jim is also ranked as a Notable Practitioner by IFLR1000. Additionally, Jim is featured in the Lawdragon 500 Leading Dealmakers in America guide. Jim has been a regular speaker and author on a variety of topics, including acting as an editor for IM Deals® (a blog covering investment management industry transactions), being a contributor to the Best Practices of the Best Dealmakers book, writing a chapter on “Mergers, Consolidations and Conversions Under the New York Limited Liability Company Law,” in the New York Limited Liability Companies and Partnerships book, and writing or being quoted in articles appearing in numerous financial and legal publications. He has been a moderator or panelist at many industry events, including the “M&A: The Art of the Deal” session sponsored by the New York Chapter of Financial Executives International, a presentation entitled “Earnouts: Recent Developments and Three Rules of the Road” at the JEGI Media & Technology Conference, a panel discussion entitled “Global Coverage: What’s Hot About India” at the M&A Advisor Annual Middle Market M&A Conference, and at the Wharton Entrepreneurial Speaker Series event entitled “When Selling Your Business Avoid Losing Millions From These Common Mistakes”. Jim received a B.A. degree, magna cum laude, from Colgate University in 1981 and a J.D. degree from New York University School of Law in 1984, where he was a member of the Moot Court Board. Jim is admitted to practice in New York and is a member of the New York State Bar Association (International Law and Practice Section, Committee on Foreign Investments in the United States). https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/06c28cb2-e400-4c43-a991-9e79105b23d5/Nate+Angelo+cropped.png M&A+ Summit 2025 Home - Make it stand out Nate is the CEO of Composition Wealth, leading daily operations and steering the firm's growth strategy. His focus is on growth within the private wealth management sector by offering tailored, value-added planning strategies and top-tier services for our clients. Before being named the Chief Executive Officer, Nate was the firm’s Head of Wealth Management. Prior to joining Composition Wealth, Nate held senior leadership roles at RBC Wealth Management. He was the Pacific Northwest Complex Director, where he served in a Senior Managing Director capacity, growing the Pacific Northwest revenues by over 60% through advisor recruiting, coaching, and expanded advisor support. Prior to that, Nate was Head of Practice Management and Wealth Consulting, where he oversaw the growth of RBC’s U.S. advisory, wealth planning, and liquidity capabilities. Nate received his MBA, Business from SBGE, Seattle Pacific University, and his bachelor’s degree from Texas Christian University, Neeley School of Business. Outside of work, Nate is actively engaged in his community as President of Citizens for University Place Schools and as a volunteer high school baseball coach. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/128f1dbc-64fe-418b-9523-bcdfd13f6309/Karisa+Diephouse+Cropped+%281%29.png M&A+ Summit 2025 Home - Make it stand out Karisa Diephouse oversees partnership integration and the strategic execution of operations across all Beacon Pointe offices located throughout the country. Karisa brings over 20 years of experience in financial services and wealth management and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance, and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married, has two sons, and lives in Mission Viejo, CA. She enjoys traveling, staying fit, watching sports, and spending time with her family and friends. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a77c0a5d-509f-488f-a8dd-f632d973edc0/Doug+Johnson+cropped.png M&A+ Summit 2025 Home - Make it stand out Doug joined DeVoe & Company in 2021 as a Managing Director and works with our clients on consulting and investment banking projects. Doug has more than 20 years of senior-level RIA management experience as COO/CCO and consultant. Most recently, he served as COO/CCO at Parcion Private Wealth (~$2B) in Seattle. He oversaw an 80% AUM growth trajectory in the first 12 months of his tenure there. Prior to Parcion, Doug spent six years at The Ensemble Practice, where he supported RIAs and broker-dealers with business consulting and strategic planning. Doug also served in leadership positions at Columbia Pacific Capital Management and Lakeside Capital Management, among other firms. Doug earned an MBA from Thunderbird School of Management/ASU and a BA from University of California Los Angeles. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/ce31deb2-0538-440e-b5bc-d03378353da1/Scott+Danner+Cropped.png M&A+ Summit 2025 Home - Make it stand out Scott W. Danner is the Executive Vice President of Steward Partners and Head of Legacy, the firm's M&A division. He leads all M&A strategy for Steward Partners, oversees the Legacy division and its teams, and contributes to major firm initiatives and strategic growth efforts. After building Freedom Street Partners into a thriving firm, he led its merger with Steward Partners in 2023, bringing his expertise in M&A, succession planning, and business development to the forefront. A recognized leader in financial services, Scott has helped scale firms, navigate transitions, and drive industry-leading expansion. Previously, as CEO of Freedom Street Partners, he grew the firm to seven states, overseeing 40 advisors managing nearly $3.5 billion in assets under advisement. His impact has earned him as a finalist to the ThinkAdvisor's Luminaries Individual Award for RIA M&A Leader of the Year (RIAs: Less Than $10 Billion AUM/AUA), recognition on InvestmentNews 2024 Hot List, and inclusion on the Forbes Best-In-State Wealth Advisors list (2021, 2022, 2023). Scott's track record includes successfully building a $25M+ revenue business with over 100 employees, selling it at peak valuation, and establishing himself as a leading consultant in M&A for financial advisory firms. He is frequently sought after for industry insights and media interviews. Beyond finance, Scott is deeply committed to community impact. A longtime Chesapeake Rotary member, he actively supports charitable initiatives and service projects. He has worked alongside organizations like CHIP and the Boys & Girls Clubs of Hampton Roads, where he served on the board for over 15 years. As the founder of the Chesapeake Wine Festival, he has helped donate over $2.75 million to local charities. Scott's greatest pride is his family. He and his wife, Adrienne, are dedicated to raising their two sons, Carson and Brayden, balancing their passion for travel, soccer, and meaningful experiences. He believes hard work, relationships, and giving back are the keys to a fulfilling life and he leads by example. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/305a85de-e280-49bf-8268-e5e74e485ccd/Copy+of+Website+Sized+Photo+Template+-+Team+Page+%26+Events+Page+%281%29.png M&A+ Summit 2025 Home - Make it stand out Russ Larsen is responsible for managing Wintrust’s middle market banking efforts in the northwest suburbs, Wintrust’s Investment Advisor Banking practice, and also serves as CEO of Village Bank & Trust. Russ has spent the last 30 years working with middle market companies in the greater Chicagoland area. He is passionate about establishing highly personalized relationships with an emphasis on strategic discussions about growth and succession planning. Russ has a bachelor’s degree in finance with an emphasis in accounting from Northern Illinois University and an MBA in marketing with an emphasis in finance from DePaul University. He serves on the Board of Executive Advisors of the Northern Illinois University College of Business and as a board member for the American Cancer Society. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/9b8739d8-dc6a-44e2-b21c-0f0606429043/Robert+Cambridge+Crop.png M&A+ Summit 2025 Home - Make it stand out Robert Cambridge concentrates his legal practice on a broad range of corporate matters, with particular emphasis on mergers and acquisitions, securities compliance and venture capital financing. He advises companies at all stages of growth — helping them navigate complex transactions, structure strategic deals and meet regulatory requirements with confidence. Within his corporate practice, Robert offers business-focused legal counsel grounded in practical insight and a deep understanding of his clients’ unique needs. He regularly advises privately held businesses, public companies, high-net-worth individuals, family-owned businesses and family offices on corporate governance, strategic planning and day-to-day operations. Robert also assists in drafting, negotiating and reviewing a broad array of critical agreements, including operating agreements, shareholder agreements, bylaws, stock and asset purchase agreements, redemption agreements, confidentiality and nondisclosure agreements, as well as noncompete, nonsolicitation and independent contractor agreements. His comprehensive, client-centered approach helps ensure both immediate business needs and long-term goals are met with confidence and clarity. Robert has significant experience guiding clients through mergers and acquisitions, from initial planning to successful deal closings. He plays a hands-on role in structuring transactions, conducting due diligence, drafting and negotiating key documents, and navigating regulatory and business considerations. Known for his practical approach and attention to detail, Robert helps clients anticipate challenges, resolve issues efficiently and keep deals on track. His goal is always the same: To help clients close with confidence and achieve outcomes that align with their strategic objectives. In his securities practice, Robert assists investment advisers and broker-dealers with navigating the complex landscape of regulatory compliance. He provides practical, tailored guidance on issues such as registration, disclosures, policies and procedures and ongoing compliance obligations. By staying current with evolving regulations and industry best practices, Robert helps clients build strong compliance frameworks that support their operations, mitigate risk and promote long-term client trust. Robert has experience representing both emerging companies and investors in venture capital financing, guiding clients through each stage of the investment lifecycle. He assists with structuring and negotiating term sheets, preparing financing documents and addressing governance, equity and regulatory considerations. With a keen understanding of the dynamics between founders and investors, Robert helps clients align their goals, protect their interests and close funding rounds efficiently — whether it’s a seed investment or a later-stage financing. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/02b9240f-7f82-48aa-8c59-11cb2fcdbd76/Adam+Levy+Grey+Background+%281%29.png M&A+ Summit 2025 Home - Make it stand out Adam returned to DeVoe & Company in 2022 after previously working with the company in 2014-2015. Adam is focused on delivering our valuation services to RIA clients. He is an experienced CFO and financial analyst. He has held positions across multiple industries, including financial services, technology, and other professional services verticals. Most recently, he was the CFO at Talent, Inc a technology-enabled career services provider. Prior to that, he was the CFO at Helix Education, a technology-based enrollment platform for colleges and universities. Earlier in his career, Adam co-founded Deer Creek Capital Partners, a long/short alternative investment fund with $20MM in assets. He was also a Senior Equity Analyst at Invesco Funds Group. Adam has a BA in English from the University of Michigan and a MBA in Finance from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1680ba22-f222-4daf-bf18-bfe7e50f8c2e/Rick+Dennen+%281%29.png M&A+ Summit 2025 Home - Make it stand out Rick Dennen is the founder and CEO of Oak Street Funding, a First Financial Bank company. Founded in 2003, Oak Street Funding provides customized loan products and services for specialty lines of business including certified public accountants, registered investment advisors, BHPH dealerships, and insurance agents nationwide. A CPA and former Senior Manager at Deloitte, Rick holds a BS in Accounting and an MBA from the Indiana University Kelley School of Business. He has served as an adjunct professor at Kelley, teaching venture capital and entrepreneurial finance, and is a sought-after speaker on startups, capital options, and succession planning. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/8840e9cd-33f9-4bcd-98af-699b138ec455/James+Hughes+Live+Oak+Bank.png M&A+ Summit 2025 Home - Make it stand out James Hughes is the Head of Investment Advisory Lending at Live Oak Bank. In his role, James leads the sales team and oversees the lending process from the initial call to loan servicing. Since joining Live Oak in 2013, he has helped hundreds of businesses achieve their goals through financing. James has served in several roles at Live Oak, including as a sales trader, relationship manager, underwriter and loan officer. Before joining the bank, James worked at one of the leading investment banks in the world, where he managed a group of derivative trading assistants and several client service teams. Through this unique experience, James has gained an understanding of business owners' challenges. James' dedication is to assisting small business owners in the Investment Advisory industry to attain success and continue to thrive with Live Oak Bank’s products and services James has a Bachelor of Arts in Economics from Bucknell University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b4d3328f-6e5d-4d60-9825-6a1ae08ec227/Corey+Kupfer+Cropped.png M&A+ Summit 2025 Home - Make it stand out Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience as a successful entrepreneur, attorney, consultant, author and professional speaker. He is the founder and principal of Kupfer., PLLC, a leading corporate and deal law firm, which has handled hundreds of advisor transitions to independence and RIA industry M&A transactions representing sellers and buyers. He is also the author of the Amazon best-selling book Authentic Negotiating: Clarity, Detachment & Equilibrium - The Three Keys To True Negotiating Success & How To Achieve Them and the creator and host of the highly rated DealQuest Podcast. www.kupferlaw.com. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/bcf588da-be7d-4421-9d14-d05cdd0fca7f/Dustin+Mangone+Cropped.png M&A+ Summit 2025 Home - Make it stand out Dustin Mangone is a Managing Partner and the Director of Investment Advisor Services for PPC LOAN, a cash-flow based lender providing nationwide financing to service sector businesses. He has nearly 20 years of experience with cash-flow lending and has evaluated and underwritten over $1 billion in loans for investment advisors. Dustin now spends 100% of his time consulting on the M&A financing needs of RIAs and Independent Investment Advisors nationwide and is a regular speaker on these topics. Dustin’s experience is focused on acquisitions, mergers, buy-ins, buy-outs, equity purchases, succession plans, and debt consolidations. Dustin is a 2002 graduate of Texas A&M University and spent 2 years as a financial advisor providing retirement planning for non-profit organizations before joining PPC LOAN in May of 2005. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/5c5f7b33-cc8f-4f28-8d36-41047e47ef6a/Ed+-+Web.png M&A+ Summit 2025 Home - Make it stand out Ed Moore joined DeVoe & Company as a Special Advisor in 2021. Most recently, Ed served as President of Edelman Financial Services, the nation’s largest independent RIA. Over his 30-year career at Edelman, he helped grow the firm from six people into a $230-billion enterprise with 1.1 million clients and 1,400 employees. In addition to overseeing the large-scale merger and integration of Edelman Financial Services and Financial Engines, Ed navigated the company through a series of sales to private equity firms and taking the firm private. During his tenure, he helped lead the firm’s organic growth from one office to 45 offices with 150 planners from coast to coast. As part his leadership roles there, he led and helped train financial planners, served on the Executive committee, Investment committee and the firm’s Board of Directors. Ed started his career with Waddell & Reed as a financial advisor. Ed has been a CFP® professional since 1991 and has served on the Board of Directors for the Certified Financial Planner Board of Standards, Inc. Ed graduated from Virginia Polytechnic Institute and State University with a Bachelor of Science in Industrial Engineering and Operations Research. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/967127e7-2c09-448d-8eba-7e20fde639b6/Tom+post+Cropped.png M&A+ Summit 2025 Home - Make it stand out I’ve been in the wealth management profession since 1993, and with each passing year, my appreciation for this remarkable field continues to grow. It’s a true privilege to build deep, trusting relationships with clients—helping to ease their stress and fears around money. Over time, many of the people I work with gain greater confidence in their financial future, knowing they’re on a secure path forward. My current title is Chief Strategy Officer and through that role I provide guidance to the team on how to effectively help clients have financial peace of mind. The great thing about that role is that I can have an impact on the clients that I still work with directly as well as clients throughout the firm. I’m fortunate to have a large, loving family and many wonderful friends. I also enjoy three favorite sports—sailing, squash, and skiing—which I often share with family, friends, and even clients. These shared passions allow me to blend fun with purpose, helping others pursue both enjoyment and financial success. My faith is another important part of my life. I’ve been a member of Christ Church Cranbrook, a vibrant Episcopal parish, since 1986. It has been a meaningful spiritual home for me for decades. My interest in investing started early. My grandfather encouraged me to become an investor when I was very young, and I was lucky to meet Jack Bogle in the 1970s as he was launching Vanguard. Jack and my dad had been childhood friends, and Jack continually preached to us the advantages of low-cost investing. That exposure inspired a lifelong passion. When I earned my Certified Financial Planner™ designation in 1996, I knew I had found the profession I was meant for. My family also taught me the value of giving back. Today I am on the board of two non-profits, Racquet Up Detroit and Little Traverse Sailors. Racquet Up Detroit helps underprivileged kids achieve their full potential through a long-term, demanding, and inspiring mentorship program of squash, academics and community service. Little Traverse Sailors exists to build skills and a lifelong interest in the sport of sailing in a fun, safe and supportive environment and works hard to make the program available to kids of all backgrounds and financial means. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1dd07da1-2694-4abe-96d0-36a1ee9d38be/Tim+-+Web.png M&A+ Summit 2025 Home - Make it stand out Tim joined forces with DeVoe & Company in 2017 with a passion to build out the most comprehensive succession and continuity platform in the industry. With 50 years of experience, Tim has long been recognized as one of the key leaders in and influencers of the wealth management industry. Tim is the former CEO and Chairman of Aspiriant, one of the industry's most admired firms, and co-author of Success & Succession (Wiley, 2015), a best-selling book on succession planning for RIAs. He led the wealth management practices at Bank of America and at Deloitte through the 1980’s before co-founding Kochis Fitz in 1991. The merger of Kochis Fitz and Quintile to form Aspiriant has been recognized as one of the industry’s most strategic RIA M&A transactions. Tim was also a co-founder of the Personal Financial Planning Program at University of California, Berkeley, one of the first accredited financial planning programs in the United States, where he taught for eighteen years. Tim has an MBA from the University of Chicago, a JD from the University of Michigan and a Bachelor of Arts degree from Marquette University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1ad167d3-838d-46b1-9d9a-c803788f27a0/John+M+-+Web.png M&A+ Summit 2025 Home - Make it stand out John joined DeVoe & Company as a special advisor in 2024. For the preceding nine years he served as CMO for Focus Financial Partners, a leading RIA aggregator which executed a successful IPO, grew revenue to over $2 billion and more than tripled the size of its network between 2015-2024. At Focus, John was responsible for developing programs to support organic growth, business development and marketing for the company’s 90+ partner firms. Based upon rigorous field testing, the programs he designed enabled participants to dramatically outperform their peers in matched control groups. He summarized his findings and insights in two internally published books outlining best practices for organic growth, entitled “Outperformers” and “Nester-Hunter-Builder.” John’s previous financial industry roles include global director of advertising for Citi Smith Barney – where his campaign won the FCS’ Financial Marketer of the Year award – and leading paid advertising efforts for TIAA. His non-financial accolades include leading the team who launched “Can you hear me now?” for Verizon Wireless, which was inducted into the Advertising Walk of Fame. John holds an MBA degree from the Wharton School of the University of Pennsylvania, and a Bachelor of Arts degree from Rice University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/9e861adb-8e58-4f1e-9cc2-c510eea5f52d/2-ritzcarltonchicago-print.jpeg M&A+ Summit 2025 Home - Make it stand out The Ritz-Carlton Chicago 160 E Pearson St, Chicago, IL 60611 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/f4baa3b3-40bb-4d2e-b616-27fe137b7d06/Welcome+Reception+Sponsor+Graphic+%284%29.png M&A+ Summit 2025 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a03df608-dafb-4b65-abe8-7a65475519b4/Summit+Dinner+Event+Graphic+invesco+%2810%29.png M&A+ Summit 2025 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/106f9212-f696-4ac7-9c09-244231009742/M%26A+Sponsor+Grid+Final.jpg M&A+ Summit 2025 Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767627854255-88CDENQ1Y1VXTTLPLNSL/David+DeVoe+-+5.jpg M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767628530247-65FBT7E7CJVC162HRIFT/IMG_2913.jpg M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767626882415-IWBV0YXVF1632ICFPV7G/DEVOE_0580.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767628311922-GHERDGDP5C1FLB1YNAIU/IMG_3575.jpeg M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767626899505-H2H6PI6PITEOSP40AO9G/DEVOE_0114.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150609280-W04N08PJD3PGDXH17GYY/_DSC8562+copy.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767626994488-FQAFKZRJJUFR5BS77DDW/DEVOE_0494.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767626989690-2MF7T6ORR8SY2V07QT4W/DEVOE_0263.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767626990169-I4PDPUH7127643MYRK0F/DEVOE_0348.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1664150636720-GXUJHA22BISIKOPNGRTK/_DSC8426.jpg M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1732736558777-7GGGEVPQW5V7Y5302I65/12297_DevoeMASummit_0408f.jpg M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767627907575-W04G2US9XF0FGWTJTQ4W/12297_JB_070.jpg M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767627885525-RWH6UUJT3SW9YUS65103/12297_DevoeMASummit_0363f.jpg M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767628025376-2STWO3GWRMXXCY6O0XM8/DEVOE_0086.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767628114117-G24ZO6659DHYGC1TRHMX/DEVOE_0193.JPG M&A+ Summit 2025 Home https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767628452810-NX1AJQ6A5FFNMTENR52R/DEVOE_0405.JPG M&A+ Summit 2025 Home https://www.devoeandcompany.com/test-video-page daily 0.75 2024-12-03 https://www.devoeandcompany.com/newsletter-sign-up daily 0.75 2025-02-20 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1494287562463-09FE3F1AC75XPL4TZ3Y2/image-asset.jpeg Newsletter Sign Up https://www.devoeandcompany.com/elevate daily 0.75 2026-04-02 https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/5c9b8fca-74ac-4b81-be8e-d6d8ee097ce4/Elevate+2026+Headline+Banner+%281%29.png DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/82f07ec2-d0bd-48d1-b7e4-fb11c0d05c6a/2026+Elevate+Draft+Agenda+%282000+x+800+px%29.png DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3f2ef296-3eef-4ea3-b246-a6a6e8b43946/Website+Sized+Photos+-+Team+Page+%281%29.png DeVoe Elevate - Make it stand out David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in consulting, investment banking and valuation engagements since launch. David has been a thought leader on RIA practice management for 18 years and was named the 'RIA M&A Guru' by Barron's magazine. Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express. David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a33f547d-8d49-43ac-b4b8-c31e414d1d28/Dennis+Moseley+Williams+Cropped.png DeVoe Elevate - Make it stand out An expert in customer experience (CX), Dennis Moseley-Williams shows organizations why CX is the predominant economic offering in the world today. He delivers captivating presentations that teach audiences the principles behind creating transformative experiences for clients, customers, and employees alike to deliver transformative results. Captivating audiences with his passion, humour, and real-world case studies, Moseley-Williams is an in-demand speaker with clients ranging from Fortune 500 companies to solo entrepreneurs, in sectors ranging from financial services to manufacturing (and everything in between). Moseley-Williams is the founder of Dennis Moseley-Williams Strategic Consulting, a firm that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. He’s also the co-founder of the Serious Shift Inner Circle, a community for financial advisors who want to build incredible client-centred practices to generate greater client loyalty, profit, referrals, and work/life balance. A pioneering member of The World Experience Organization, Moseley-Williams is a certified experience economy specialist and has contributed to several online experience design courses. He is also the author of Serious Shift: How Experience Staging Can Save Your Practice, a guidebook on how the experience economy can be adapted specifically to the financial services industry. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6a69b1fe-c5f2-49ce-bca2-aea3e761c733/Jason+Gordo+-+Cropped.png DeVoe Elevate - Make it stand out Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth. Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success. Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs. Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/fcdf1cdf-fa1d-442d-b984-875c579bf75b/Andres+Garcia-Amaya+Cropped.png DeVoe Elevate - Make it stand out Prior to founding Zoe Financial, Andres was an Executive Director at JP Morgan Asset Management, helping oversee $300 billion in assets. Before JP Morgan, Andres worked in Morgan Stanley's Institutional Equity division, where he developed investment ideas and conveyed equity market insights to institutional clients. Andres is consistently ranked as a top speaker at major industry conferences. He is a regular guest at CNBC & Bloomberg, He holds a CFA designation and an MBA from the Wharton School, where he received the Joseph Wharton Fellowship and Toigo Foundation Fellowship. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/5e2c4674-cb7c-47ab-a5d7-b119e000906b/Sara+baker+cropped.png DeVoe Elevate - Make it stand out Sara Baker is the Executive Vice President of Mergers & Acquisitions for Allworth Financial. With deep expertise in advisor growth strategies, practice management, and mergers and acquisitions, she leads the firm’s partnership strategy—driving scalable, sustainable growth with a focus on cultural alignment and operational excellence. Prior to Allworth, Sara served as president of Triad Wealth where she was responsible for setting the firm’s long-term vision. She also previously held high-ranking roles at Edleman Financial Engines, most recently serving as the VP of Advanced Planning where she built out the firm’s tax preparation and planning offering. Prior to that, she served as Senior Vice President, Wealth Management and Strategy Counsel at Mariner Wealth Advisors and was responsible for national partnership growth. Given this extensive background, Sara is also a recognized thought leader in the wealth management space and a frequent speaker at leading industry conferences nationwide. Sara started her career as an attorney at Bryan Cave Leighten Paisner, a global Am Law 100 law firm. With a Master of Law in taxation from the University of Washington in St. Louis and a JD from the University of Missouri-Kansas City School of Law, she also earned a bachelor’s degree from Wichita State University where she played Division I volleyball. Sara currently lives in Kansas City with her husband, four children, and two German Shorthaired Pointers. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/99a5b46c-7dec-44b5-9485-66e483f21377/Gordon+Ross+Grey+Background.png DeVoe Elevate - Make it stand out Gordon Ross joined DeVoe & Company as President in 2025. He brings over 20 years of industry experience and a strong track record of helping RIAs achieve their goals. Gordon will join the executive leadership team and oversee day-to-day operations, with a focus on scaling the firm’s consulting and M&A advisory business to meet growing client demand. He will be responsible for implementing the firm’s strategic goals and supporting the firm’s continued growth in a thriving RIA market. Most recently, he served as Chief Client Officer at Dynasty Financial Partners, where he led all client-facing functions, including relationship management, transitions, practice management, and service delivery—supporting RIAs across the country. Prior to joining Dynasty, he was Vice President at BBR Partners in New York. Before that, he was at Atlantic Trust Private Wealth Management, where he helped manage the personal client book of the COO. Originally from Scotland, Gordon began his career at Bestinvest Brokers in London, one of the UK’s leading private client investment groups. He received a BA in economics from Durham University (UK) and MBA from Harvard Business School. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/08a85c01-1c2a-4759-8730-3aadf56ff818/Jay+Therrien+-+Cropped.png DeVoe Elevate - Make it stand out Jay specializes in practice development, team leadership, communication, collaboration and adult-learning behavior. He and his team provide coaching to financial professionals across the country, and he frequently speaks regionally and nationally on behalf of Invesco Global Consulting (IGC). Jay is also a member of the IGC Leadership Team, which focuses on helping financial professionals grow, keep and optimize their practices in a complex and competitive business environment. A keynote speaker, executive coach and author, Jay has worked in the financial services industry since 1999. His writing has been featured in multiple industry publications, and he is the coauthor of The Three Commitments of Leadership: How Clarity, Stability and Rhythm Create Great Leaders.1 Jay joined Invesco in 2019 when the firm combined with OppenheimerFunds. Previously, he was a Director of Business Consulting and head of CEO Advisor Institute Marketing at OppenheimerFunds. Prior to these postions, Jay held various leadership roles in the financial industry, including head of learning and development, national sales manager and head of professional development at ING, MassMutual and The Hartford, respectively. Jay earned a degree in economics and finance from the University of Massachusetts and a BS in business management from Western Governors University. He holds the Series 7 and 63 industry registrations. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/73aeb6ed-c2a1-4bbe-8f0d-980df4ef47ad/Martine+Lellis+-+Cropped.png DeVoe Elevate - Make it stand out Martine is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Previously, Martine served as the company’s Chief Talent Officer (a role she held since joining Mercer Advisors in 2020), with a focus on developing and growing the talent of the organization. She is also a member of the Executive Leadership Team. Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney. She also served on the Technology, Operations & Service Advisory Board of one of the largest RIA custodians, and has been involved as a writer and instructor for CFP® exam review courses. Martine holds an MBA from Georgetown University and a B.S. in Mathematics from Duke University. She is a member Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/3b69d2b7-fec3-4a73-a32a-22b744b4f8b4/Rocky+Daigle+Cropped.png DeVoe Elevate - Make it stand out Rocky Daigle is the Chief Practice Officer at Beacon Pointe Advisors, where he leads the firm’s advisor platform, practice management, post-acquisition integration, and advisor enablement across a rapidly expanding national footprint. As a member of the Executive Leadership Team, he partners with the CEO and senior leaders to drive scale, efficiency, and sustainable growth. Before his national leadership role, Rocky guided Beacon Pointe’s New Orleans office, managing key client relationships and overseeing the corporate retirement plan division. A veteran of nearly three decades in the industry, Rocky co-founded CBD Wealth Management and helped grow it from the ground up before its integration into Beacon Pointe in 2020. Recognized by Forbes as one of America’s Best-in-State Wealth Advisors (2020), Rocky holds a B.S. in Finance and a J.D. from Louisiana State University. He has also served in leadership roles on numerous educational and charitable boards in New Orleans. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/47188a06-1ec3-4d47-8829-3af1e855f8fb/Brad+Grubb+-+Web.png DeVoe Elevate - Make it stand out Brad joined DeVoe & Company in 2018. He brings 30+ years of financial services experience in wealth management, asset management, and banking. Brad has led several multi-billion dollar AUM RIAs and banks that own RIAs, many of which he helped grow through acquisition. His roles included President of PSBT’s Wealth Management Group, Managing Director of Manarin Investment Counsel, President of Carson Wealth Management Group, and President and CEO of BancWest Investment Services. Earlier in his career, he held senior positions at Citigroup, Kemper Financial Institution Group, and consulted with Farmers Financial Services. Brad earned his undergraduate degree in Economics from Loyola University Chicago. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1dc6b5fa-a7a9-4806-8bcc-863de99c42da/Rob+Montella+Cropped.png DeVoe Elevate - Make it stand out Rob Montella is a member of the business consulting team at First Trust Portfolios that helps financial advisors, RIA’s, banks, and institutional clients maximize efficiency and business growth. Rob previously served as a Senior Strategist in Business Practices' for GSAM's Strategic Advisory Solutions team. He specialized in the delivery of practice management tools and services designed to improve financial advisors' business efficiency and productivity. Prior to joining Goldman Sach's, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms. Rob's work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, "Educating Others to be Emotionally Intelligent." Rob received his Bachelor's degree from the Governor's State University. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/7b0e3a1b-938e-449e-af93-757f35268b03/Eric+Hehman+Cropped+%281%29.png DeVoe Elevate - Make it stand out Eric Hehman is Chief Executive Officer of Austin Asset. Eric joined Austin Asset in 1997 as an unpaid intern, became an owner in 2000, 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 $1.8 Billion in assets under management. 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 as they bring firm owners and next generation leaders together to solve internal succession and build sustainable businesses. Eric has spent the last 25 years lending his voice to community causes and currently serves as an officer for three non-profit boards in Austin as an expression of one of the firm’s valued behaviors: Serve First. 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 February 2000, 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. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/db0dda33-9240-415a-9d76-e6fd590b6a61/Dannell+Stuart+-+Cropped.png DeVoe Elevate - Make it stand out As President and Partner of Mission Wealth, Dannell Stuart is dedicated to shaping and executing the firm's strategic vision. She thrives on making thoughtful decisions, inspiring those around her, and fostering a culture where individuals can excel. To her, leadership is both a challenge and a joy—one that comes from bringing out the best in others. With nearly 30 years of experience, Dannell has dedicated herself to helping clients build confidence in their financial futures. Her extensive background spans advisory services, business development, and practice management, ultimately leading her to her current leadership role. Dannell’s thought leadership is highly regarded, having been featured nationally as a panelist at live and online wealth management forums. She has also contributed personal finance articles to various publications and taught courses and workshops on investments and planning. Dannell holds a Bachelor of Arts in both Spanish and Communications from the University of California, Santa Barbara (UCSB) and has been a CERTIFIED FINANCIAL PLANNER™ since 1999. Dannell is actively involved in her community, serving as a member of the Endowment Committee for the Women’s Fund of Santa Barbara, a nonprofit organization that supports women, children, and families through collective philanthropy. She has previously served on the boards of VNA Health, The Santa Barbara Estate Planning Council, and Oceanhills Church. Each year, Dannell’s family volunteers to build homes for families in need in Tijuana, Mexico. She is also a proud member of the Mission Wealth Women on a Mission group, a team of female professionals dedicated to inspiring and empowering the women in their community through leadership and support. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/313f79b8-f424-49a5-8dcd-e2c4e7c332ef/Website+Sized+Photos+-+Team+Page+%2839%29.png DeVoe Elevate - Make it stand out Doug joined DeVoe & Company in 2021 as a Managing Director and works with our clients on consulting and investment banking projects. Doug has more than 20 years of senior-level RIA management experience as COO/CCO and consultant. Most recently, he served as COO/CCO at Parcion Private Wealth (~$2B) in Seattle. He oversaw an 80% AUM growth trajectory in the first 12 months of his tenure there. Prior to Parcion, Doug spent six years at The Ensemble Practice, where he supported RIAs and broker-dealers with business consulting and strategic planning. Doug also served in leadership positions at Columbia Pacific Capital Management and Lakeside Capital Management, among other firms. Doug earned an MBA from Thunderbird School of Management/ASU and a BA from University of California Los Angeles. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b50e0b20-3f93-441f-9de4-c9df81756867/Nicole+Madosik+-+Cropped.png DeVoe Elevate - Make it stand out Nicole serves as a Partner and the Chief Mergers and Integrations Officer at Mission Wealth. In her role, she spearheads the firm’s inorganic growth strategy, focusing on identifying and integrating merger partners that share a deep commitment to an exceptional client experience. With a focus on long-term sustainability and firm culture, Nicole ensures that every partnership is built on a foundation of alignment and shared values. She defines “Cultural Alignment” as the intersection of our values and behaviors. In her work, she loves helping firm founders make the best decisions for themselves, their clients, and their teams. Under her leadership, Mission Wealth welcomes firms that live the values of caring, committed, growth-minded, and adaptable, ensuring that the firm's expansion remains authentic to its mission of providing comprehensive, heart-led financial advice. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/49d1c490-939a-4760-8b9a-1bf666fea704/Michael+Watling+%281%29.png DeVoe Elevate - Make it stand out Michael Watling is Co-Chair of Seward & Kissel’s Litigation and Investigations Group and Co-Leader of the firm’s Wealth Management Team. Michael represents broker-dealers, investment advisers, and other wealth management firms in all aspects of regulatory compliance with the Exchange Act, Advisers Act, and FINRA and other SRO rules. Michael proactively advises clients concerning sales practices, supervision and anti-money laundering compliance, market regulation and financial responsibility rules, trade reporting, marketing and advertising regulations, materiality consultations and new and continuing membership applications, corporate finance rules, and conducts regulatory diligence on wealth management-related mergers and acquisitions. Michael has had significant success representing broker-dealers, investment advisers, and associated persons in regulatory examinations, investigations and in litigation, often resolving matters for clients without any enforcement action and achieving favorable verdicts and settlements once in litigation. Prior to entering private practice, Michael served as both a federal prosecutor in the U.S. Department of Justice (DOJ) Tax Division and as Senior Litigation Counsel in the Enforcement Department of the Financial Industry Regulatory Authority (FINRA). During that time, Michael developed broad subject matter expertise in both securities and tax law, having handled diverse cases involving securities fraud, market manipulation, pump-and-dump schemes, tax evasion, tax shelter promoters, mortgage fraud, money laundering, programmatic supervision and AML failures, and a wide range of broker-dealer sales practice violations. Michael also served as a Deputy Associate Counsel in the Office of the White House Counsel during the administration of President Barack Obama. While at the White House, Michael vetted presidential appointees and counseled the president and vice president on tax-related matters. Michael started his legal career as an Assistant District Attorney in Queens County, New York. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/76e77d37-06e3-44ab-af3d-cb69a37d94fe/Website+Sized+Photos+-+Team+Page+%287%29.png DeVoe Elevate - Make it stand out Dustin Mangone is a Managing Partner and the Director of Investment Advisor Services for PPC LOAN, a cash-flow based lender providing nationwide financing to service sector businesses. He has over 18 years of experience with cash-flow lending and has evaluated and underwritten over $1 billion in loans for investment advisors. Dustin now spends 100% of his time consulting on the M&A financing needs of RIAs and Independent Investment Advisors nationwide and is a regular speaker on these topics. Dustin’s experience is focused on acquisitions, mergers, buy-ins, buy-outs, equity purchases, succession plans, and debt consolidations. Dustin is a 2002 graduate of Texas A&M University and spent 2 years as a financial advisor providing retirement planning for non-profit organizations before joining PPC LOAN in May of 2005. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/2b00bd71-5e2c-4f1f-96a4-e7f2bb31cb1f/Adam+Levy+Grey+Background+%281%29.png DeVoe Elevate - Make it stand out Adam returned to DeVoe & Company in 2022 after previously working with the company in 2014-2015. Adam is focused on delivering our valuation services to RIA clients. He is an experienced CFO and financial analyst. He has held positions across multiple industries, including financial services, technology, and other professional services verticals. Most recently, he was the CFO at Talent, Inc a technology-enabled career services provider. Prior to that, he was the CFO at Helix Education, a technology-based enrollment platform for colleges and universities. Earlier in his career, Adam co-founded Deer Creek Capital Partners, a long/short alternative investment fund with $20MM in assets. He was also a Senior Equity Analyst at Invesco Funds Group. Adam has a BA in English from the University of Michigan and a MBA in Finance from Cornell University Johnson Graduate School of Management. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/b4af2670-449e-4874-8006-7abcba69452a/Tony+Abbot+Cropped+%281%29.png DeVoe Elevate - Make it stand out Tony is responsible for managing the national Investment Advisor Banking team for Wintrust ($70Bil bank based in Chicago), which provides financing/banking services to RIAs for M&A, succession planning, dividend recaps, lift-outs, and capital call facilities. Tony has been a proven commercial banking professional for 28 years (14 years with Wintrust). He has a passion for establishing highly personalized relationships, and providing counsel to existing and potential clients on a range of business decisions including growth strategies and succession planning. Tony received his Bachelor of Science in economics at the University of Illinois at Urbana-Champaign. In addition to his responsibilities with the Bank, Tony is an active member of the community. He currently serves on the Board of the Fox Valley Special Recreation Foundation and NAMI DuPage. Tony and his wife, Maggie, have three children and live in St. Charles, IL. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/bb822e80-82a6-43f3-8210-3a887d80144f/Jack+Wyatt.png DeVoe Elevate - Make it stand out Jack is a Managing Director and is responsible for originating new investment opportunities across all industries for the direct lending and opportunistic credit strategies. Prior to joining Manulife | Comvest Credit Partners (formerly Comvest Credit Partners), Jack was a Director at Group1001, where he helped oversee the origination, structuring and execution of middle-market direct lending and specialty finance investments. Before that, he was an Associate at Citi in the Credit Opportunities Group (formerly the Global Special Situations Group), where he focused on U.S. and cross-border middle-market lending. Jack began his career at HSBC in the Global M&A Group. Jack received an M.S. in Management Studies from the Fuqua School of Business at Duke University and a BSc in Economics and Politics from the University of Bath. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/e847be7a-f0e3-4a5d-ba7a-ea8960dffb3b/Copy+of+Elevate+2025+Location+Banner.png DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/4cd40fa8-9b2c-488c-9da1-c962a06253f7/Womens+Brunch.png DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/6664b80d-dec8-400d-9409-0940326c81f5/Main+Evening+Event+Graphic+%2815%29.png DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/00828471-bd89-4ff3-ba65-e1f043aa2036/Reception+Graphic+%284%29.png DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/399520b5-f390-462e-be0d-a24d5d7c0702/Sponsor+grid+4+2+26.jpg DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/a18ddc39-fa33-4558-b81a-951f39d27a90/2026+Elevate+NPS+%28LinkedIn+Single+Image+Ad%29.jpg DeVoe Elevate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164919619-7WVRSI7EPU4JFQGS1KQD/DeVoe%26Co_051023-1017.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767585287293-R8JDS6BWGP5FWZON5H92/IMG_9255.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164929763-5CRB0R7LV0U91547T9DC/DeVoe%26Co_051023-1033.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540614213-0X16BVKMTYGKQAOD4BE2/harris_250507-4482.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164956901-MKE6U8ZBM4NKFUQ0SB9R/DeVoe%26Co_051023-1143.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767626311037-0MCMCWTZIWJGUSNE8AY4/harris_250508-6275.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165004113-1TW64ZZVAD17DIX9BCN6/DeVoe_051223-1029.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164949531-0IF7V8V36UVNDRRKI64V/DeVoe%26Co_051023-1085.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165013705-FO4C78N9GHJ1MXLGK3YV/DeVoe_051223-1031.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1767626308742-DA1VHNT0S0AH197RY0ED/harris_250508-5799.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1712262211224-RCQMGQIFVITIUYUPKUX7/Martine+Lellis.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684164965969-HRV1DRUG6LPHYC14WGU9/DeVoe%26Co_051023-1172.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540673501-1OJLSY8P0LTTT423LNHD/harris_250507-4393.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165118983-5OCQGK7QP7K7Y5XYXHV8/DeVoe%26Co_051123-1052.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165118409-37H98QBDN53SOKIWODLY/DeVoe%26Co_051123-1104.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540391298-4YI7HDBUEXUSSPZ71BRX/harris_250507-4297.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540454215-G859KH8WBFIMSAVU738A/harris_250507-4704.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1712262336798-K100PT3FP1OWXJOOQ4ZS/Photo+May+18%2C+2+16+29+PM.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1684165014962-39K4IG7HCL9OZHL324RW/DeVoe_051223-1036.jpg DeVoe Elevate https://images.squarespace-cdn.com/content/v1/5410ec1be4b0b9bdbd0cc342/1755540723006-0XZJK1ZK0Z9ILRF8OQ73/harris_250507-5257.jpg DeVoe Elevate