Guest Speakers
Full speaker lineup and session details coming soon.
Tom Bradley
Chief Client Officer, Charles Schwab
Tom Bradley serves as the Chief Client Officer at Charles Schwab, where he leads the firm’s efforts to enhance advisor and client experience across Schwab Advisor Services. With more than 35 years in the financial services industry, Tom has played a pivotal role in shaping the independent advisory profession. Before joining Schwab, he served as President of both the Retail and Institutional businesses at TD Ameritrade.
Kevin Gordon
Director, Macro, Investment Research and Strategy, Charles Schwab
Kevin Gordon serves as Head of Macro Research and Strategy at Charles Schwab, where he oversees macroeconomic research and works closely with the company’s asset class strategists, researchers, and trading team to generate insights on the economy and markets for clients. His commentary on the U.S. economy and investor sentiment is regularly featured across major financial media outlets of CNBC, Yahoo Finance, and Bloomberg TV.
Sherri Trombley
Director, Charles Schwab
Sherri Trombley serves as a Director within the Business Consulting & Education team at Schwab Advisor Services, where she leads Schwab’s university and talent-development partnerships across the country. She partners with independent RIAs to strengthen their teams and connect the next generation of financial planner with meaningful career opportunities.
Jim Dickson
CEO, Elevation Point
Jim Dickson serves as the Founding Partner & CEO of Elevation Point, an RIA growth partner built to support advisors who want to go independent and build a lasting firm. He focuses on helping RIAs scale their businesses through strategic investment, operational support, and partnership. With more than 40 years in the financial services industry, Jim has been a key voice in advancing advisor independence and firm ownership. Before founding Elevation Point, he launched Sanctuary Wealth and spent two decades in senior leadership at Merrill Lynch.
Jason Gudenius
Managing Director, CFP Board
Jason Gudenius was named CFP Board’s Managing Director, Workforce in September 2023. In this role, he leads CFP Board’s Talent Pipeline, Future Financial Planner and Student Engagement initiatives. Prior to this role, Jason served as CFP Board’s Director of Marketing for 6 years. Under Jason’s leadership, CFP Board developed and executed extensive marketing and engagement programs supporting tens of thousands of candidates pursuing CFP® certification.
Alejandro Lopez Lira
Assistant Professor of Finance, University of Florida
Alejandro Lopez Lira is an Assistant Professor of Finance at the University of Florida. His research has earned national recognition, including awards from the Jacobs Levy Center and Invesco, while he frequently participates in speaking events focused on AI and financial markets.
Alejandro is the author of Generative AI and ChatGPT in Financial Forecasting, a book that explores the practical use of large language models in market analysis and investment research. He teaches courses in financial modeling and quantitative research at UF. Before joining the faculty, he completed his Ph.D. in Finance at the Wharton School.
Gina Martin Adams
Chief Market Strategist, HB Wealth
Gina Martin Adams, CFA, CMT, is the Chief Market Strategist for HB Wealth with more than 25 years of experience in market analysis, thematic research, and translating economic trends into practical investment guidance. Before joining HB Wealth, she served as Chief Equity Strategist and Global Head of Equity Strategy at Bloomberg Intelligence and previously held senior roles at Wells Fargo Securities, Wachovia Bank, and Evergreen Asset Management. Gina serves on the Board of Directors for the CMT Association and on the Business Advisory Council for the University of Florida’s Warrington College of Business.