Jennifer Luzzatto, Founder and President of Summit Financial Partners, headquartered in Richmond, Virginia, has over thirty years of experience in the financial services arena. Author of Inheriting Chaos with Compassion, inspired by her own experience after losing her husband of almost 26 years to leukemia, Jennifer delivers uniquely empathetic insights…
Kristian Kabashi transforms business processes with a strong philosophy where people are exclusively creative thinkers and strategists. Repetitive work is performed through advanced technologies. On this path, the future of work goes to bots. The future of innovation, however, is human, Kabashi says. As co-founder of Swiss fintech startup Numarics,…
Jenna Lofton is a Certified Financial Advisor, stock trader, and small business owner currently living in New York City. Jenna holds an MBA with a Financial Focus, as well as an MBA in Business Administration from the University of Maryland. Her experience also includes several years working at different firms…
Dr. Kara Tan Bhala is the President and Founder of Seven Pillars Institute for Global Finance and Ethics, USA, the world’s only independent think tank for research, education, and promotion of financial ethics. The Institute’s quest is to put ethics back into the theory and practice of finance. Kara’s latest…
Abeir Haddad was born and raised in Vancouver, Canada. As a teenager, he took a deep interest in the professional landscape and, after graduating high school, spent two years studying at Capilano College. With plans to transfer to the University of British Columbia, Abeir decided to pursue a unique business…
Christan Hiscock is the CEO and co-founder of Kardia Financial Group, which was born from the desire to change the financial services industry through heart-centered services that focus on what’s truly important; the people. Based in Calgary, Kardia Financial Group believes that the financial services industry should not be solely…
Clint Lotz is the President and Founder of TrackStar.ai, a new, predictive API designed to help enterprise level banking/lending/mortgage institutions offer better and more accurate loans to customers – all based on information in lender’s existing databases. Prior to launching TrackStar, Clint founded TCRO Systems, where he has developed the…
Roland Dickey Jr. is an award-winning executive based in Dallas, Texas and the Chief Executive Officer of Dickey’s Capital Group. Previously serving as Chief Executive Officer of Dickey’s Barbecue Restaurants, Inc., Dickey has worked for the family business for over two decades, during which time he has grown it from…
Nathan Liao is the founder of CMA Exam Academy, a top Certified Management Accountant exam review program. As a CMA and CMA coach, Nathan mentors accounting and finance professionals in over 80 countries to earn their CMA certification in as little as 8 months. The unique review framework in CMA…
Joe Lucey is a Certified Financial Planner and tax expert with almost 30 years of experience advising clients on their current and future finances. For the past 10 years, he’s also been the host of his radio show, Secured Retirement Radio, in Minneapolis. He learned early in his career that…