Meet the Matchups

Chief Marketing Officer, Flourish

Abby is the Chief Marketing Officer at Flourish, a fintech platform that serves over 800 RIAs representing more than $1.5 trillion in AUM, where she has led all marketing and communications since March 2021 after a decade in consulting helping blue chip clients launch new products across high tech, venture capital, and agtech.

Chief Growth Officer, Arax Investment Partners

Amy is the Chief Growth Officer at Arax Investment Partners, a rapidly growing wealth management platform backed by RedBird Capital Partners with over $32 billion in AUM/AUA, where she leads M&A sourcing, firm positioning, and marketing integration for portfolio firms, drawing on more than two decades of experience across wirehouse, RIA, and independent channels — including 16 years at Alex. Brown and a regional director role at Apollon Wealth Management.

Co-Founder & CEO, Testimonial IQ

Andrew is the Co-Founder and CEO of Testimonial IQ, a fintech platform helping financial advisors compliantly manage and leverage client testimonials and Google reviews, which he built on the foundation of co-founding Datalign Advisory, an RIA referral platform; before fintech entrepreneurship, Andrew worked in management consulting focused on B2C marketing and in product and operations strategy at Meta, and served five years as a Navy Surface Warfare Officer.

Chief Marketing Officer, Wealthspire Advisors

Angela has dedicated her 20+ year career to the financial services industry, having served in communications, change management, public relations, and marketing roles in banking, fintech, and RIA firms across the country. She was CMO of the Year at the 2024 WealthManagement.com Industry Awards, and founded The In Crowd — an inclusive network for financial marketers.

Founder & CEO, Wealthtender

Brian is the Founder and CEO of Wealthtender, the leading platform for financial advisor testimonials and online reviews, where he has spent his career at the intersection of legal compliance and consumer trust, building the first review platform purpose-designed around the SEC Marketing Rule.

Former Chief Marketing Officer, Tidal Financial Group

Claire was the Chief Marketing Officer at Tidal Financial Group, where she led marketing strategy since December 2023, driving innovation in the rapidly growing ETF space after a 20+ year career spanning FMCG, finance, and SaaS industries across global markets.

Chief Marketing Officer, Catchlight

Daniel is the Chief Marketing Officer at Catchlight, where he has led marketing and growth for nearly four years, bringing more than a decade of B2B SaaS leadership across fintech, adtech, and martech companies, including senior roles at BlueConic (Vista Equity), Where (PayPal), Sprint, and Network Solutions (Verisign).

Marketing Director & Partner, Abacus Wealth Partners

Danielle is Marketing Director and Partner at Abacus Wealth Partners, a B-Corp, 100% independent, employee-owned RIA, where she has spent a decade helping build the firm's marketing department from the ground up, blending a background in art, design, and education with a deep commitment to values-aligned financial storytelling.

Chief Marketing Officer & Principal, Simon Quick Advisors

Darcy is the Chief Marketing Officer and Principal at Simon Quick Advisors, where she has led the firm's marketing function for more than a decade after building the department from scratch, overseeing content, digital, event, and social media strategy with 15 years of deep wealth management industry experience and credentials from Cornell and Columbia Business School.

Co-Founder & CEO, FINNY

Eden is the Co-Founder and CEO of FINNY, the first AI-native growth platform for financial advisors, which has raised $21 million in Series A funding led by Venrock and is deployed across more than 1,000 firms; a Forbes 30 Under 30 honoree, Eden previously worked in BCG's Private Equity practice and studied Software Engineering and Machine Learning at McGill.

VP of Marketing, Vanilla

Emily is the VP of Marketing at Vanilla, joining after nearly six years as Head of Marketing at Practifi, using her experience as a Morningstar Development Program graduate and a passionate advocate for agile, empathetic marketing teams to support Vanilla’s growth story.

Director, Constellation Wealth Capital

Erica is a Director on the advisory team at Constellation Wealth Capital, a private equity firm making minority investments in wealth management firms, where she provides organic growth, marketing, and events strategy guidance to partner firms; she brings nearly two decades of B2B marketing experience, including her tenure as SVP and Head of Markets and Wealth Services Events at BNY Mellon.

Chief Marketing Officer, Sound Income Group

Erika is the Chief Marketing Officer at Sound Income Group, where she has spent 12 years leading advertising, branding, and digital engagement strategy; a recognized Top 10 Wealth Management CMO and recipient of the Pathfinder Award for Top Hispanic Industry Leaders, she is known as a sought-after speaker and AI advocate in financial services marketing.

Chief Marketing Officer, Founding Partner & Managing Director, Steward Partners

Greg is the Chief Marketing Officer, Founding Partner, and Managing Director at Steward Partners, where he has served for more than 12 years; his 30+ year industry career spans operations, compliance, branch management, business development, and marketing, all beginning with Legg Mason in 1992.

Editor, Citywire RIA

Ian is the Editor of Citywire RIA, where he covers the independent wealth management industry from all angles, co-hosting the This Week in Wealth podcast and breaking major industry stories including LPL's acquisition of Commonwealth Financial Network and Goldman Sachs' exit from its personal wealth management business.

Director of Marketing, Beck Bode

Jack is the Director of Marketing at Beck Bode, a fee-only RIA, where he leads firmwide growth strategy through content, events, and advisor enablement; with a background spanning large asset management and fintech, he brings a storytelling-first, systems-driven approach to marketing infrastructure supporting organic growth, M&A integration, and succession planning.

Co-Founder & President, Modern Wealth Management

Jason is the Co-Founder and President of Modern Wealth Management, a $6.5 billion AUM RIA he helped launch after senior growth leadership roles at Goldman Sachs Personal Financial Management and United Capital, where he built and scaled advisor growth platforms across national networks.

Founder & Principal, Turkey Hill Management

Jessica is the Founder and Principal of Turkey Hill Management, an M&A advisory firm she established in 2021 after a long investment banking career serving the wealth and asset management industry, built on the conviction that RIA clients deserve unconflicted guidance.

Managing Director & Head of Marketing, EP Wealth Advisors

Jim is the Managing Director and Head of Marketing at EP Wealth Advisors, where he has led marketing for more than three years, bringing over two decades of financial services marketing experience that includes senior roles at Fisher Investments, BlackRock (Global iShares Marketing), Barclays Global Investors, and Wells Fargo.

Chief Marketing Officer, Homrich Berg Wealth Management

Joanna is the Chief Marketing Officer at Homrich Berg Wealth Management, a top-ten fee-only RIA with nearly $25 billion in assets under management, where she joined in 2024 after serving as Global CMO at Randstad, the world's largest HR services provider, and as CMO North America at Invesco for a decade.

Chief Marketing Officer & Principal, Modera Wealth Management

Kirsten is the Chief Marketing Officer and Principal at Modera Wealth Management — overseeing $17.5 billion in AUM across 18 offices — where she has spent two years applying 30 years of marketing and communications experience across wealth management, consulting, technology, and professional services firms.

Director of Organic Growth, Perigon Wealth Management

Michael is the Director of Organic Growth at Perigon Wealth Management, where he leads marketing and business development strategy after a decade-plus career driving growth for asset managers, real estate firms, and alternative investment funds — including Cresset Partners and The Moinian Group — contributing to over $5 billion in AUM growth.

Chief Marketing Officer, Verdence Capital Advisors

Michele is the Chief Marketing Officer at Verdence Capital Advisors, where she has led marketing for seven years, bringing roots in industrial design and creative direction — and a background as a startup founder — to wealth management, where she is known for championing the Platinum Rule and integrating practical AI tools into advisor-client engagement.

Partner & Chief Marketing Officer, Mission Wealth Management

Michelle is a Partner and Chief Marketing Officer at Mission Wealth Management, where she has led marketing for more than eight years, building the firm's comprehensive digital marketing funnel and marketing technology stack; recognized as a Top 40 Under 40 honoree by Pacific Coast Business Times, she holds an MBA in Strategic Management and Entrepreneurship.

Marketing Manager, Carnegie Investment Counsel

Mindy is the Marketing Manager at Carnegie Investment Counsel, where she has spent nearly 11 years leading communications, events, and strategy; a Certified StoryBrand Guide since 2019, she is known for applying narrative-driven messaging to translate complex financial concepts into clear, trust-building client experiences.

Head of Marketing, Compound Planning

Rob is the Head of Marketing at Compound Planning, where he has helped grow the firm from 2 advisors and ~$400 million in AUM to more than 50 advisors and $4 billion in just under three years; a former financial advisor himself, he brings experience spanning Seismic, The Colony Group, State Street, and Putnam Investments to the intersection of wealth management, marketing, and technology.

Executive Vice President of Marketing, Merit Financial Advisors

Samantha is the Executive Vice President of Marketing at Merit Financial Advisors, where she leads marketing strategy, brand development, and client engagement, drawing on more than a decade of integrated digital marketing experience at Carson Group, FiComm Partners, and TD Ameritrade.

Marketing Director, Sound Income Group

Sarah is the Marketing Director at Sound Income Group, where she has spent six years driving marketing strategy for the firm and its network of more than 100 financial advisors across the country, co-hosting the Retirement Income Source Radio Show — which reaches over 100,000 YouTube subscribers — after beginning her career in television production and broadcast news.