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.