Conference Sessions

Lindsay serves as Vice President, Director of Operations & Client Services for United Bank Wealth Management and United Brokerage Services, Inc. She has been with United since 2005 gaining valuable knowledge and leadership skills in various divisions of Retail, Brokerage and Wealth Management during her tenure. Responsible for the day-to-day management and oversight of United’s clients and account administration, Lindsay works as part of the leadership team to develop and improve long-term strategies to meet client and company objectives. Lindsay holds FINRA licenses Series 7 and Series 66, Life & Health Insurance license and is a graduate of Cannon Financial Institute’s Trust School. She was recognized by the Bank Insurance & Securities Association being named to the DE&I Rising Star Program Class of 2023, and by The West Virginia State Journal’s Generation Next: 40 Under 40 Class of 2023 honoree. Lindsay remains at the forefront of United’s commitment to DE&I serving as Chair of the bank wide DE&I Council. She is a long serving Advisory Council member of the Children’s Home Society of West Virginia and an active volunteer with the organizations local site. Lindsay is also a dedicated member of her church where she serves on the finance and stewardship committee and as a chairperson of the young adult ministry. A native of West Virginia, Lindsay resides in Parkersburg with her husband and son.

Anamika is a Practice Management and Productivity Sales Coach supporting the New England Private Client Financial Advisors and the Private Client Relationship Managers at Citizens Bank where her focus is on coaching financial advisors on effective ways of deepening client relationships. She is also a Community Pillar Lead for the AWAKE BRG. Anamika comes to Citizens Bank from TIAA where she was one of the Bank Sales Integration Directors for TIAA Bank for the last 3.5 years where she supported Wealth Advisors. Additionally, Anamika was a principal for TIAA’s Contact Center and worked at Franklin Templeton prior to that. Anamika migrated to the United States with her mother as a political asylee. She witnessed firsthand the struggles her mother endured raising a young daughter in New York. The financial challenges her mother faced made an impact on Anamika and why she ultimately chose this career. Anamika is passionate about traveling the world with her husband and has two sons in college. She is also a parent advocate for children with Autism as both of her sons have autism. Through education and being proactive, she continues to help other parents and particularly mothers in her community as a resource and to provide support and partnership. Anamika is a rising star class of 23 for BISA.

Don Quante, CLTC is the Author of two books “Don’t Go Broke in a Nursing Home,” an Amazon Best Seller and his new book “Tax-Free Benefits for Long Term Care in a Post Pandemic World.” In addition Don was the Host of the weekly Radio Show “Eldercare Financial Radio” Don a Partner of Simplicity Group. For over 40 years Don has worked in the financial planning industry. He is a nationally acclaimed speaker and trainer on the topic of long-term having trained over 2800 advisors. Don is a lifetime member of the Million Dollar Roundtables prestigious Top of the Table. His writing and speaking services have offered hope to thousands of families across the country that were faced with making decisions about long-term care planning and caregiving. Don lives near St. Louis Missouri with his wife, three children and four grandchildren.

Jeffrey Sobota has spent the last 21 years at Nationwide helping partners identify and implement life and LTC solutions for their clients. With an expertise in complex life case design, LTC storytelling, and thought leadership, Jeffrey has been a trusted partner for advisors. He is passionate about helping customers protect what matters most.

Jeremy works with independent marketing organizations (IMOs) and brokerage general agencies (BGAs) to grow the OneAmerica® Care Solutions product line. He provides training to IMO/BGA leadership, back offices and producers to support and drive the growth of Care Solutions in the brokerage channel. Jeremy has more than 25 years of experience in the financial services industry, serving both retail and wholesale roles. He joined OneAmerica in 2007 and has been working with these hybrid LTC plans ever since. Jeremy holds life, health, LTC and the FINRA Series 6 and 63 licenses. Jeremy has a Bachelor of Science in business management from Fort Lewis College in Durango, Colorado. Jeremy resides in Littleton, Colorado with his wife Jenny, daughter Madison and son Austin. He is a passionate outdoorsman and enjoys fly fishing, hunting and camping.

Peter McDonnell is Director of Insurance at M&T Financial Services. Since joining in 1998, he has held key leadership roles. He has been instrumental in developing one of the nation’s top Bank Life Insurance Programs and leads a team of 10 insurance professionals across multiple states. Over his 24-year tenure, Peter has witnessed M&T’s growth into a Top 15 independent bank-holding company and played a role in 13 acquisitions that fueled its expansion. Peter holds multiple FINRA licenses, including Series 6, 7, 22, and 63, as well as a New York State Life, Accident, and Health Insurance license. He has earned the Chartered Life Underwriter (CLU®) and Certified Long-Term Care (CLTC) designations and is working toward his Chartered Financial Consultant (ChFC®) designation. A 1982 graduate of the State University of New York at Fredonia, he earned a B.S. in Business.

Joe Calabrese is Executive Vice President and Chief Operating Officer at Key Wealth Management. He is responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, fiduciary and banking capabilities for Key’s clients. Joe has more than 25 years of experience in the financial services industry. He joined Key in 2016 and lends his knowledge and expertise to the affluent individuals, families, business owners, and institutions. Before joining Key, Joe held a wide range of executive roles including President and CEO of Geller Family Office Services, a New York based RIA and multi-family office; and President of Harris myCFO, which focused on serving clients with a net worth in excess of $100 million. Joe graduated from McGil University in Montreal, Canada with a joint honors degree in Economics and Finance and holds a chartered Account designation. Joe actively serves on the advisory board of The UHNW Institute and the Gaples Institute for Integrative Cardiology. He is a past President of the Goodman Theatre Board of Trustees in Chicago and also served as Chairman of the board of overseers for Lewis College of Human Sciences of the Illinois Institute of Technology. Joe has three children and resides in Florida with his wife.

Chris Cassidy serves as Senior Vice President and leads the institution teams at LPL Financial. The team works with financial services firms to optimize their wealth management businesses and create value for their clients. This includes innovative operating model solutions and strategies for creating efficiency, reducing risk, optimizing advisor and client experience, as well as increasing contribution to the broader organization. Prior to joining LPL, Mr. Cassidy was Managing Director at Green State Credit Union overseeing a variety of lines of business, including wealth management, mergers and acquisitions, as well as Fintech partnerships. He worked at Wells Fargo Private Bank where he was Regional Director from 2016-2019; leading the HNW and affluent practice in the southwestern US. From 2013-2016 he worked at SunTrust Private Wealth Management in Washington D.C. where he was Managing Director launching a healthcare focused private bank for physicians and their medical practices. Prior to joining SunTrust, Christopher served as Private Banking Manager with Merrill Lynch in San Francisco launching the Bank of America banking solutions set to Financial Advisors from 2011-2013 and served as a private banker with Wells Fargo Private Bank in Orange County, CA from 2004-2011. He has been in the financial services industry for nearly two decades. Mr. Cassidy earned a Bachelor of Arts in Economics from California State University, Fullerton. He resides with his wife Simone and sons Maxwell, Marshall, and Meyer in Fort Mill, South Carolina.

Rebecca Robinson is the Executive Director of Wealth Management at Zions Bancorp, where she serves on the company's Executive Management Committee. As the head of Wealth Management, Rebecca leads a multi-state team of professionals who provide tailored investment management, wealth and business succession planning, philanthropic, and fiduciary services to high-net-worth families, business owners, and corporate clients. She provides the strategic vision for the firm’s planning centric approach to client service. In addition to her Wealth Management responsibilities, she serves as the executive in charge of bank’s affluent customer strategic initiative, chairs the benefits investment committee, and is a member of the board of directors for the Zions Bancorp Foundation. Before joining Zions in 2013, Rebecca was a Senior Director of Wealth Planning for The Wells Fargo Private Bank. She was responsible for all planning activities in the bank’s Southwest region and was a member of the firm’s regional leadership committee. Earlier in her career, Rebecca was a senior manager at PricewaterhouseCoopers with responsibility for delivering planning and tax services to many of the firm’s largest clients. Rebecca earned her Bachelor of Science in business (accounting) and a Master of Professional Accountancy from The University of Utah, where she graduated with honors. She is a Certified Public Accountant and a Certified Financial Planner. Rebecca is an avid outdoor enthusiast and mountaineer. She has climbed the highest peaks on four continents and serves as an advisory member for The American Alpine Club. She also serves on the Board of Directors for BISA.

As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience through comprehensive financial planning. Wallace and team also work collaboratively with the Retail Banking Sales Leaders to deliver integrated banking and wealth management solutions to our mass affluent clients, through the Premier Services program. Wallace joined BMO nearly a decade ago. In his most recent role as Head of Customer Experience Execution, Wallace was responsible for driving branch transformation, customer experience, and best-in-class results in revenue and growth for the U.S. Personal Banking teams. Wallace has held a variety of executive leadership roles during his over 25-year professional career, including President of a $1.2 billion bank advisory business, and Chief Financial Officer for both a $3 billion regional bank and a $70 million dollar manufacturing company. In addition, he has received several honors, including recognition as a Leadership Greater Chicago Fellow, Chicago United Business Leader of Color, and Chicago United Visionary. He currently serves as a Director for the board of Metropolitan Family Services. He also serves on the Board of Directors for St. Ignatius College Prep and the School Programs Committee. Wallace holds an MBA from the University of Michigan and a bachelor’s degree from the University of Notre Dame.

Paul Haines, an Executive Director for Financial Institutions with Atria Wealth, is responsible for working with the dual financial institution programs, who partner with CUSO Financial Services and Sorrento Pacific. In his previous roles with Atlantic Union Wealth Management and BOK Financial Advisors, he served as a Senior Vice President and Managing Director for his bank’s wealth management divisions. Haines was responsible for managing the profitability of those programs, while increasing financial planning, business development, practice management, and compliance efforts for the financial advisors he served. Prior to that he worked as an award-winning financial advisor and program consultant. His accomplishments also include authoring new to industry advisor training programs, working with employer sponsored retirement plans, developing the bank’s Registered Investment Advisor (RIA) platform, growing a correspondent Bank investment program platform, managing licensed bankers, developing a digital platform, a centralized financial advisor service desk, and as a requested public speaker.

With a leadership career spanning more than three decades, David Zimmerman has been a transformative force in the wealth management and investment services sector. Starting as a financial advisor with a CFP designation, David quickly advanced into executive roles where, as Head of Advanced FA Development for Shearson Lehman Brothers and later Head of Advisor Training at Prudential Securities, he shaped industry standards and ignited paradigm shifts by pioneering some of the first practice management and team development programs. His impact expanded further as the National Sales Director for Private Client Services at Wells Fargo, where he played a pivotal role in directing Wells Fargo Advisors and was responsible for building and overseeing the bank’s licensed banker and in-store private banker programs. David’s leadership continued to drive growth and innovation as CEO and President of First Citizens Investor Services and later as Head of Wealth Management at Atlantic Union Bank, consistently propelling these top-tier institutions forward. A lifelong learner, David earned a master’s in leadership and executive coaching in 2022, reinforcing his commitment to continuous growth in leadership. Today, he leads AMAXXA LLC, combining decades of executive insight with advanced leadership and coaching certifications to offer tailored strategic business consulting and leadership development solutions. His consulting portfolio includes The Leadership Academy, a newly launched program designed to equip leaders with the business acumen, leadership skills, and adaptability essential to navigating today’s dynamic demands in the rapidly evolving financial services industry. David’s first book, The Juncture Code: A Leader’s Playbook for Navigating Change and Growth is expected to launch in spring 2025.

Scott G. Stathis has worked in the financial institution channel since 1992 in fintech, consulting, and executive management roles. Scott led what become Bank Insurance & Securities Research Associates starting in 2008. BISRA, a collaboration between BISA and LIMRA International, was a performance research and consulting organization focused on financial institutions. Scott ran BISRA until 2015 when he founded Stathis Partners, LLC., an industry research and consulting practice that also hosts a series of executive roundtables and several podcast series for the financial institution channel. In 2021 Scott co-founded the Financial Institution Insurance Council (FIIC) in collaboration with the American Bankers Association.

Don is a Regional Manager at Wintrust Investments, leading the South and West regions. A dedicated advocate for financial advisors, he coaches 33 advisors to ensure their long-term success. He also founded and leads Wintrust’s partnership effort across Retail Partners, including Investments, Consumer Banking, Business Banking, and Wintrust Mortgage. Before Wintrust, Don built a diverse financial services career. Starting as a financial advisor, he became a top-performing private banker and team leader at National City’s Private Client Group. He later served as Regional President, overseeing two bank charters, and as President/CEO of First National Bank of Grant Park, successfully navigating the financial crisis. Don also worked at the FDIC in Resolutions and Receiverships, helping shape strategies for systemically important institutions. He holds an MBA from the University of Illinois and a B.S. in Speech Communication from Southern Illinois University, along with multiple FINRA registrations. Actively engaged in the industry and community, he serves on the BISA board and as Vice Chairman of the YMCA Camp Nawakwa Advisory Board. Don and his wife, Inge, live in Munster, IN, and are proud parents of four, including a U.S. Army officer and three college students at Trine and Purdue.

An accomplished Senior Sales Leader with 30 years’ experience and a proven history of sales management success in the financial services industry. I have expertise in leading, managing, communicating with, motivating, and training sales professionals.

Mark Quinn is the Director of Regulatory Affairs for Cetera Financial Group, the corporate parent of a group of broker-dealers and investment advisors with nearly 14,000 financial advisers in offices across the United States. In that role, he manages interactions with regulatory agencies and directs the government relations and public policy efforts of the firm. Mark has been engaged in the securities industry for more than 35 years. Prior to joining Cetera, he served as General Counsel for two large firms providing securities brokerage and investment advisory services to retail investors. In those roles and in private law practice, he has focused on representation of broker-dealers, investment advisers, and financial professionals in arbitration, litigation, and regulatory matters. He is Co-Chair of the Legal and Regulatory Policy Committee of the Institute for Portfolio Alternatives and Vice-Chair of the SIFMA State Regulation and Legislation Committee. Mark is a frequent speaker at conferences and seminars on legal issues dealing with provision of financial and investment advice. He holds a B.S. in Finance from Arizona State University and M.B.A. and J.D. degrees from the University of Denver, and is a member of the Colorado, New York, and Florida bars.

Brian Mora is the Senor Vice President of Ameriprise Financial’s Business Development group. In this role, Brian oversees the firm’s efforts to bring experienced and established financial advisors to Ameriprise Financial. Brian joined Ameriprise Financial as a financial advisor in 2001 and was promoted into field leadership in 2002. Brian has held many field leadership roles in Ameriprise’s employee and independent advisor channels over the past 22 years before recently becoming the SVP of Business Development. A hallmark of Brian’s career track record has been helping financial advisors grow their practices, recruiting advisors to Ameriprise, developing leaders and doing so with incredibly strong employee satisfaction results. Brian is a Certified Financial Planner (CFP®) and is a 5 time recipient of the firm’s prestigious Outstanding Leader Award. Outside of work, Brian enjoys spending time with his family, coaching his children’s sports (Greyson, 11, and Sterling, 8) and is an avid endurance athlete, having completed 9 Ironman events and completed The Crossing for Cystic Fibrosis in 2023 – a 79 mile stand-up paddleboard event crossing the ocean from Bimini, Bahamas to Lake Worth, FL, to raise money for Cystic Fibrosis.

Arthur Osman has been a leader in the financial advice industry for over 28 years supporting the growth and development of the most successful wealth management firms that support the financial institution and independent advisor channels. Throughout his career, Arthur has worked directly with hundreds of financial institutions, wealth management firms and executives across the country helping firms and leaders grow, transform, and reach their fullest business and leadership potential. As founder and Managing Director of Arthur Osman & Company, Mr. Osman focuses on helping executives and organizations in the financial advice community assess their businesses, organizations, and teams and works as a consultant, coach, and executive for hire on their most important business priorities. Before launching Arthur Osman & Company, Arthur began his consulting practice as a Principal at Kehrer Bielan Research & Consulting.

I have a wife (Lindsey) that I have been with for 21 years and we made 3 beautiful kiddos - Cam 14, Max 11, Liv 7. I work for them. I like fast cars and just got back into golfing. I started my career as a third-party Financial Advisor Recruiter in 2009 making $14 an hour, with hopes of commission. Today, I have a team of recruiters that this year alone, will account for over 100 successfully placed advisors, bringing in a combined $8bb plus in assets and generating just over $75MM in trailing revenue. We are widely considered to be one of the top recruiting firms in our space, in the country.

Kyle Stroud, a CERTIFIED FINANCIAL PLANNER™ professional, is Program Manager for Centennial Financial Services— a program focused on wealth protection and financial retirement planning. Centennial Financial Services has over 25 advisors across four states and over 1.8 billion in assets. Kyle received his bachelor's degree at the University of Arkansas with a major in finance. He also earned his Certified Financial Planning designation in 2020. Kyle started with Centennial in 2009 and has been proud to grow within a great bank.

Patti Hausherr serves as our Vice President, Sales Strategy. Ms. Hausherr’s new role is responsible for developing and executing a multicultural business development and marketing strategy. She will play a key role in driving business in underserved markets by partnering with key distribution firms. Prior to assuming her current role, Patti served as a speaker and consultant for Global Atlantic. She has been in the financial services industry for over 25 years and in a multitude of leadership roles. She managed the Retail Investment Program and Private Bank in the northeast for Fleet Financial Group. This experience led her to create Private Wealth Management at The Hartford which brought planning resources and exclusive services utilizing life insurance strategies to financial professionals serving ultra high net worth clients. Additionally, Patti was an independent speaker and spent 9 years as a Divisional Manager at MetLife and Protective Life. Patti holds a life insurance license, FINRA series 7 & 63, is a licensed principal and carries the designation of Behavior Finance Advisor. She received a BS in Marketing, FIT in New York, New York.

Denise Tognarina has more than two decades of experience in sales program and content development, sales training, and marketing. Prior to joining The Bielan Group (nee’ Kehrer Bielan) she served as vice president, consulting delivery manager on the LPL Financial Institution Services Relationship Management team. In this role, Ms. Tognarina was responsible for enhancing the relationship management team value proposition by developing content, tools, and resources to empower team members to best serve their clients and drive business growth. Prior to LPL, Ms. Tognarina held a number of roles at UVEST Financial Services, including National Manager of Sales Campaigns and Sales Training Manager where she developed turn-key sales and marketing campaigns and training programs for the LPL Institution Services Business Consulting team. Prior to joining UVEST in 2006, Ms. Tognarina spent eight years at Fidelity Investments where she developed and led the sales training program for Retirement Investment Services, their 401(k) asset retention team. Ms. Tognarina is a graduate of Southern New Hampshire University and holds a Bachelor of Science in International Business as well as a Masters in Organizational Leadership.

Peter Bielan has been a leader in the financial institution-based financial advice community since 1985. His roles have encompassed advisor, sales manager, president of the retail broker/dealer for two of the 15 largest U.S. banks, and partner at Kehrer Bielan Research & Consulting. Throughout his career he has dedicated his efforts to profitably growing sales, developing the infrastructure needed for expansion, and leveraging the partnership between investment services and the other departments within the institution. Most recently, at Kehrer Bielan Research & Consulting Mr. Bielan focused on helping banks and credit unions improve their investment, wealth management, and insurance businesses. This included conducting complete practice reviews and executing custom projects to address specific needs. His bi-annual study of trends in advisor compensation helped clients stay competitive in a challenging market for advisor talent. Prior to Kehrer Bielan, he personally championed the transformation to fee-based business, established non-branch-based advisor strategies, increased the focus on financial planning, incorporated insurance offerings, and developed advisor recruiting strategies. He has also had leadership roles in a retail bank, providing a first-hand understanding of the significance of deposits and loans to the banking enterprise. Mr. Bielan is a Bank Insurance Securities Association (BISA) Circle of Excellence recipient, has served multiple terms on the BISA Board, and has been invited to share his insights at many industry events and BISA conferences. He works from his Atlanta, GA office.

Jacinda Norvell is a Senior Managing Director and the Wealth Brokerage Sales Execution Director for Truist Wealth and Trust Investment Services, Inc. offering 25 plus years of financial services expereince. Prior to joining Truist, in 1997, Jacinda obtained both retail brokerage and institutional expereince at The Robinson Humphrey Company and Invesco. Having worked in various management roles at SunTrust, now Truist, Jacinda currently leads sales efforts for our broker/dealer focused on advisor recruiting and retention, business planning, development and execution for managers and advisors. Investment Advisor Representative, Truist Advisory Services, Inc.

Teo is responsible for the overall strategic direction and success of Wealth Management at UW Credit Union and provides leadership to the team. Teo has been an executive in the wealth management industry since 2000, developing extensive experience in investment program management and enhancing the client experience. He most recently served as assistant vice president at Partners Retirement and Wealth Management in Burbank, California. Prior to joining Partners Federal Credit Union in 2007, Teo held various management positions in the industry. In addition, he serves on the board for the Product & Research Organization for Credit Unions (PROCU), the board for United Way of Dane County Foundation, as well as the School of Human Ecology’s Personal Finance Advisory Board at UW-Madison. Teo has bachelor degrees from California State University San Bernardino and a master’s degree in finance from University of Redlands. He also attended the Euromed School of Management in France. Teo’s passion for serving members resides at the core of his management philosophy – providing the best service experience possible. In fact, he encourages and supports his team in their efforts to increase their knowledge of the industry in order to improve the member experience. Teo looks for ways to improve members’ financial lives and works to foster this guiding principle in his staff.

As chief marketing and communications officer of Cetera, Michael Zuna is responsible for all marketing and business development for Cetera Financial Group, including all branding, internal and external communications, demand generation, public relations, advertising and event marketing. He also oversees other key communications initiatives geared at driving brand leadership for Cetera that directly support the company's broader vision of outsized organic growth, including launching Cetera’s Growth Guarantee. Additionally, he partners closely with the entire Cetera leadership team to help revolutionize the company's business development function, spearheading a closer integration of marketing, performance marketing and advisor recruiting efforts. In this role, he will directly oversee the traditional channel recruiting function. Prior to joining Cetera, Michael served as senior vice president, chief marketing & digital officer of Petco Animal Supplies, where he had oversight of all marketing, e-commerce and brand-building activities for the company. Before joining Petco, he served as senior vice president and chief marketing officer of Aflac, Inc., where he was responsible for brand-building activities across a comprehensive spectrum of marketing and advertising channels, including all marketing of the Aflac Duck. Michael was also responsible for the creation of Aflac’s trailblazing One Day PaySM initiative. He has extensive financial services marketing experience on behalf of leading companies such as ING Direct, Ameriprise Financial, and USAA. Michael graduated cum laude with a Bachelor of Science from the United States Naval Academy. He has earned numerous professional recognitions in his career, including being named multiple times to the “Top 50 Most Influential CMO’s” list by Forbes magazine.

David Benskin is the Founder and CEO of Wealth Access, a pioneering financial technology company based in Nashville. Since its establishment in 2011, Wealth Access has become a leading enterprise customer data enrichment and unification platform for the financial services industry. The company transforms the way financial institutions manage and utilize their existing books and records by creating a portable universal customer record. Prior to founding Wealth Access, David was a partner of a Private Banking and Investment Group and served as First Vice President of Investments in the Global Wealth Management Group of Merrill Lynch. Under his leadership, Wealth Access drives a transformation in how wealth serves the financial industry. Clients recognize the immense potential of wealth data to drive revenue growth and deepen client relationships, partnering with Wealth Access to make this vision a reality. The company excels at wealth data, builds integrations that deliver time-to-value, and collaborates closely with banks to develop and execute strategic plans that prioritize their most critical wealth initiatives.

Jim Fujinaga is a Senior Advisor with Alvarez & Marsal in New Orleans and in the San Francisco Bay Area. He specializes in Financial Institution Wealth Management strategic planning and integration with a focus on brokerage, RIA and insurance expansion. Expertise includes BD/RIA outsourcing conversions leading to increased efficiencies, revenue and profit margin. He is a frequent speaker and presentation facilitator at industry conferences. Prior to joining A&M, Mr. Fujinaga spent 7 years with Hancock Whitney Bank overseeing the 5 gulf coast states where he served as President and CEO of the Investment Services company. Other leadership roles include Executive Vice President position at Bank of the West and SVP and VP roles at JP Morgan Chase, Wells Fargo and Citibank. Mr. Fujinaga earned a Bachelor’s degree from the University of California, Berkeley and his Master's degree at Golden Gate University in San Francisco.

Miles Milton is the Executive Vice President, Chief Wealth Management Officer for Hancock Whitney. Mr. Milton is responsible for delivering comprehensive wealth and asset management solutions to high net worth families, foundations, endowments and institutions through a team of multi-disciplined professionals. His span of responsibilities include, Private Banking, Personal, Corporate and Institutional Trust, Retirement Plan Services, Asset Management, Brokerage and Financial Planning. Hancock Whitney maintains $11.6 billion in assets under management and $43 billion in assets under administration. Mr. Milton has 39 years of experience in the financial services industry. Prior to joining Hancock Whitney in 2014, Mr. Milton was the Senior Managing Director for Northern Trust in Houston, TX. He has also held senior wealth management roles with Comerica Bank and Firstmerit (Huntington Bank). Mr. Milton, resides in Austin, Tx and is a graduate of Baylor University. He currently serves on the Advisor Engagement Council for Cetera Holding Group and previously served on the Boards of Directors for Houston Habitat for Humanity, Ronald McDonald House, Baylor Business School Advisory Board and former trustee for the Houston Ballet. He currently holds the FINRA Series 7, 24, 66 designations.

Samantha Davison is the Chief Marketing Officer for TIFIN AG and TIFIN AMP. She brings extensive experience in client-centered communications, strategic marketing, and executive thought leadership. With a proven track record in delivering impactful, omni-channel communication strategies, she has held key roles at Atria Wealth Solutions and LPL Financial. Samantha excels at partnering with C-suite executives and leading teams to execute messaging that drives business outcomes across diverse platforms. Prior to entering the wealth management industry, Samantha was a news anchor and reporter in cities across the country. Samantha holds a Bachelor of Journalism from the University of Missouri-Columbia.

Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives. Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.

Kevin McCarthy leads Georgia, South Carolina and the Premier Investment Group for Synovus Securities. Prior to that role, he was senior vice president and head of business development for SunTrust Private Wealth Management and SunTrust Investments. In that capacity, McCarthy led the growth, practice management and partnership initiatives within the broad wealth organization. McCarthy has decades of experience, having served in various leadership roles at prior firms including Wells Fargo and Merrill Lynch. He has a Bachelor of Science degree in Business Administration (Finance) from Auburn University, and did some graduate work at Augusta State University. Kevin resides with his wife Teresa in the Atlanta area.

Kevin Mummau serves as co-head of Atria’s financial institution channel and co-president of CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF). He leads the team responsible for helping financial institutions integrate best practices that deepen their relationships with members and clients. Kevin has more than 40 years of broad experience in the securities industry. His diverse background covers many facets, including trading, supervision, operations, compliance, retail and branch management. During his tenure with CFS/SPF, Kevin has played a key role in redesigning the firm’s approach to, and structure of, supervision as well as implementing a program development initiative focused on best practices and driving material growth for financial institution wealth management programs. Kevin was also responsible for creating the firm’s managed program offering, which has grown from three financial professionals to over 150 today. Benchmarking and a data-driven approach are hallmarks of Kevin’s work. In 2014, Kevin was inducted into the BISA Circle of Excellence and has served as a BISA board member since 2008.

Anna is a Key Account Manager for MassMutual Strategic Distributors (MMSD) where she is responsible for enabling sales of annuity products. Anna has 19 years of industry experience holding roles in sales, operations, and product development in the insurance industry. Prior to her current role, Anna was VP of Insurance Product Management at Citizens Bank. During her time there she supported advisors with education, operational efficiencies, and competitive product solutions. Anna is passionate about helping clients plan for and achieve their retirement goals, as well as creating plans to protect their families. Anna earned undergraduate degrees in her home state at the University of Vermont and achieved her Master of Business Administration from Northeastern University in Boston, MA. Anna holds her life and health insurance licenses, and is FINRA 7, 66 and 26 registered. Anna currently resides in the suburbs of Boston, Massachusetts where she enjoys spending time hiking, doing yoga, and relaxing with family at the beach.

Stewart Campbell is the Director of Wealth Management at Mountain America Investment Services. He entered the financial services industry in 2003—working in insurance, retail banking and financial planning. He joined our team as a wealth advisor in 2009 and moved into management in 2015. Stewart holds a Bachelor of Science in Finance from Utah Valley University as well as a Master of Business Administration (MBA) from Utah State University. Stewart was also recognized as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards after meeting its rigorous credentialing standards. Stewart holds the following registrations through LPL Financial: FINRA Series 7 and 66 securities licenses, as well as a Utah life and health insurance agent’s license. Outside of the office, Stewart enjoys life with his wife and four children. He can regularly be found skiing, cooking, gardening, playing the piano or singing in choirs.

A 2023 BISA industry Rising Star recipient, she has spent her entire working career in the financial services industry. While Kylie can present on a variety of topics, she is passionate about educating partners on a variety of subject matters; referrals, successful and underserved groups, and all-around practice building and management techniques. In her current role, she is responsible for the delivery of value-add education presentations, internal and external product trainings, and strategies for general practice development tailored to Kylie’s distinct, interactive presentation style. As an athlete all her life, she continues to temper her competitive spirit with growing her golf game, lots of outdoor activities living in Phoenix, AZ, and chasing around her many nieces and nephews across the country. If she’s not playing or watching sports, she’s probably somewhere in a comfy chair, as she’s a voracious reader.

Kelly is Vice President of Sales and Carrier Partnerships at Proformex, a technology platform transforming how the life insurance and annuity markets connect to critical information. Prior to Proformex, Kelly worked for Citigroup, AllianceBernstein, and created Findaway Voices (now part of Spotify), a global marketplace helping authors create, market, and sell audiobooks. Kelly is the author of To Dad, From Kelly, a memoir about fathers, sons, and football and his writing has been featured in USA Today, Sports Illustrated and other publications.