Defined Contribution Summit

2015-11-04 - 2015-11-06
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The Defined Contribution Summit will give next generation financial advisors opportunity to meet and network with industry thought leaders, solution partners, and some of the most pioneering organizations in the world. This private gathering, held in a relaxed, yet focused business environment, will bring together +150 next generation plan servers and registered reps to originate ideas, collaborate on best practices, learn the hottest go to market strategies, and value ad services that drive DC plan participation and retention.

Attendee information
Jeffrey Justi, Founder ヨ Advanced Retirement Solutions Robert Antonio, President & Founder ヨ Antonio Financial Group Brandon Sherbert, COO ヨ Beacon Financial Group Greg Makowski, Founder / Managing Member ヨ CFS Investment Advisory Services Harris Nydick, Founding Partner/Managing Member ヨ CFS Investment Advisory Services Alan Goldfarb, Managing Director ヨ Concert Wealth Management Wade Pitts, Managing Director ヨ Fort Point Capital Partners Mitch Cook, Retirement Plan Consultant ヨ Honkamp Krueger Financial Services Kevin Dement, AVP/Director of Retirement Services ヨ Honkamp Krueger Financial Services Brian Cose, SVP/National Sales Manager ヨ Honkamp Krueger Financial Services John Darrah, CEO ヨ Honkamp Krueger Financial Services Sabrina Peterson, Retirement Plan Specialist ヨ KMS Financial Services, inc Rod Diaz, Retirement Plan Specialist ヨ McKinley Carter Wealth Services Richard Schwamb, Senior Financial Advisor Senior Vice President-Wealth Management ヨ Merrill Lynch Financial Advisor Timothy Friday, CEO ヨ Mid Atlantic Capital Group Rick Montejano, CEO ヨ Pacific Point Asset Management Jeffrey Mramor, Principal/Managing Director ヨ Pacific Point Asset Management Joe Connell, President ヨ Retirement Plan Partners Richard Busillo, President ヨ RTD Financial Advisors, Inc. Jessica Maldonado, Vice President ヨ Searcy Financial Services Deb Rosenberg, Retirement Consultant and Relationship Manager ヨ Stiles Financial Services Susan Stiles, Founder ヨ Stiles Financial Services John Osborn, Principal ヨ The Pension Professionals Gary Handler, SVP/RIA ヨ UBS Financial Services Adam Bechler, First Vice President ヨ Investments ヨ Wells Fargo Advisors Mohamed Shoukr, Associate Vice President ヨ Investments ヨ Wells Fargo Advisors

Partner Voices

The award-winning Orange County Convention Center (OCCC) continues to drive the events industry forward with its world-class facilities and innovative solutions to current challenges.