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 Marketing Officer, Beacon Pointe Advisors

Alli is the Chief Marketing Officer of Beacon Pointe Advisors, a role she has grown into over 15 years at the firm after joining as an intern in 2010, now overseeing marketing supporting more than $45 billion in AUM with offices throughout the nation. She was named a finalist for WealthManagement.com's "Chief Marketing Officer of the Year" in both 2022 and 2025, and co-authored the international best-selling book Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters.

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.

Founder, Kupfer PLLC / Host, DealQuest Podcast

Corey is an attorney, entrepreneur, and dealmaker with more than 35 years of experience structuring and negotiating transactions, including deep expertise in RIA M&A, business transitions, and strategic deal structures. He is the creator and host of the DealQuest Podcast, where he interviews dealmakers and RIA leaders on sourcing, structuring, and closing deals, and he frequently speaks to RIA audiences about how organic growth and marketing performance shape valuation and deal terms.

Founder, Mathis Growth Advisory

Crystal is the founder of Mathis Growth Advisory, a fractional CMO practice helping PE-backed professional services firms — including RIAs, law firms, and accounting firms — build organic growth infrastructure through her trademarked Predictable Organic Growth System. She spent seven years as Chief Marketing Officer and Partner at SignatureFD, a $10 billion+ AUM Atlanta-based RIA, where she built the firm's first marketing department from the ground up and created a growth engine spanning digital, content, CRM, and advisor enablement.

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.

Chief Marketing Officer, The Mather Group

Deana is the Chief Marketing Officer of The Mather Group (TMG), a national fee-only wealth management firm, where she has built an integrated marketing engine spanning brand, demand generation, and emerging technology to drive both organic and inorganic growth. With nearly 20 years of experience across wealth and asset management — including prior marketing leadership roles at IRON Financial and Northern Trust Asset Management — she was named one of Columbia College Chicago's "25 in 2025" distinguished alumni and is a 2026 WealthManagement.com Industry Awards finalist for Chief Marketing Officer of the Year.

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.

Chief Marketing Officer, EMQQ Global

Erica is the Chief Marketing Officer at EMQQ Global, joining in September 2023 to lead marketing for the ETF issuer's thematic investment products; she calls email marketing her "direct landline" to investors. She spent nine years at ROBO Global prior to EMQQ, building deep experience in thematic ETF marketing, list growth, and advisor education before moving into her current role.

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, 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 and Digital Officer, Lido Advisors

Justin is the Chief Marketing and Digital Officer at Lido Advisors, a $40 billion RIA, which he joined in 2025 to lead firmwide growth marketing, brand strategy, communications, and digital marketing. He brings more than 15 years of experience to the role, including leading digital marketing at Cerity Partners and at Dynasty Financial Partners, where he oversaw lead generation and digital presence for Dynasty and its 50-plus Network Partner Advisory Firms.

Chief Growth Officer, Opal Wealth Advisors

Kayla is the Chief Growth Officer at Opal Wealth Advisors, a $1 billion RIA, where since April 2025 she has led initiatives across marketing, advisor development, and strategic growth. She joined Opal after building and scaling Goldman Sachs' RIA custody platform as a Vice President, and previously held leadership roles at Facet Wealth, where she launched a client acquisition channel, and spent eight years at Pershing in business development for RIAs.

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.

SVP, Brand Experience & Partnership Strategies, Axtella

Maria is Senior Vice President of Brand Experience & Partnership Strategies at Axtella, the network encompassing RIA Sigma Planning and broker-dealers Sigma Financial and Parkland Securities, having led the organization's 2023 rebrand from Sigma Financial to Axtella. She was promoted from Vice President to Senior Vice President of Marketing and Communications after helping turn the firm's marketing function into a source of paid revenue for the first time in its 43-year history, and was a finalist for CMO of the Year at the 2026 Wealth Management Industry Awards.

Head of Marketing, Balentine

Martina is Head of Marketing and a Partner at Balentine, where since April 2026 she has led the firm's marketing strategy, brand narrative, and communications. With more than 15 years of marketing leadership in wealth management and financial services, she previously spent over five years as Vice President of Marketing at Merit Financial Advisors, a $20 billion RIA, and held senior marketing roles at Truist and Regions Bank; she holds a BA from the University of South Alabama and an MBA from the University of Maryland.

Chief Marketing Officer & Partner, Prosperity Capital Advisors

Matt is the Chief Marketing Officer and a Partner at Prosperity Capital Advisors, a planning-first national RIA, where he also serves as CMO of C2P, the firm's holding company, and Clarity 2 Prosperity, its financial training and coaching arm. With more than 20 years of marketing and sales experience across finance, accounting, and professional services, he was named to the Financial Narrative 50 in 2026 and was a 2025 ThinkAdvisor LUMINARIES finalist for CMO of the Year, known for building data-driven, ROI-focused marketing systems for advisors.

Chief Marketing Officer, Composition Wealth

Meghan is the Chief Marketing Officer at Composition Wealth, a national RIA managing over $9.5 billion in client assets, which she joined in January 2026 to lead digital-first strategies for advisor growth and brand visibility. A 25-year veteran of the RIA, wealthtech, and custodian sectors, she previously served as Chief Marketing Officer at Hightower Advisors, where she led a team of 25 across content marketing, brand strategy, and a firmwide rebrand, and has been named to WealthManagement.com's "10 to Watch" and recognized as a "Top CMO" by Wealth Solutions Report.

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.

Director of Marketing, Evensky & Katz / Foldes

Michelle is the Director of Marketing at Evensky & Katz/Foldes Wealth Management, where she has led branding, content strategy, events, and social media initiatives since joining in October 2023. She brings a decade of experience spanning banking, wealth management, and technology, having previously run a consumer finance content program at Ally Bank and held a comprehensive marketing director role in the tech sector before returning to wealth management.

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.

Director of Marketing, Composition Wealth

Monique is a marketing executive with more than 20 years of experience in go-to-market strategy for financial services firms. She currently serves as Director of Marketing at Composition Wealth, a national RIA with more than $10 billion in client assets. She previously spent nearly five years as Director of Marketing at Vista Capital Partners, a Portland, Oregon-based RIA, a role she began in 2021 — and, at the time of her Marketing Matchup appearance, was between firms, described alongside fellow guest Meghan McCartan as a "free agent" bringing candid, cross-firm perspective on the gap between RIA growth goals and marketing resources. She has also held marketing leadership roles at First Tech Federal Credit Union, CarePayment, and Bluehost.

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.

COO, CMO & Wealth Advisor, Morton Wealth

Stacey is Chief Operating Officer, Chief Marketing Officer, and a Wealth Advisor at Morton Wealth, an RIA with more than $2.5 billion in AUM and 50-plus employees. She has dedicated her career to building environments where employees and clients thrive, bringing a non-traditional path into financial services and a "pursuit of being better" philosophy to her leadership, papers, podcasts, and speaking engagements across the industry.

Partner & Chief Marketing Officer, Cerity Partners

Tara is Partner and Chief Marketing Officer at Cerity Partners, an independent RIA and widely recognized leader in the wealth management and financial planning spaces, a role she stepped into in 2023. A former Goldman Sachs Managing Director, she has spent much of her career building marketing and communications functions from the ground up, and is known among peers for her direct approach to prioritization, telling fellow marketing leaders that RIAs must make "ruthless, clinical decisions" about where to put limited resources.

Chief Marketing Officer, Prime Capital Financial

Terra is the Chief Marketing Officer at Prime Capital Financial, where since May 2021 she has led brand direction, content development, lead generation, and public relations for the RIA. She previously served as vice president of marketing and professional development at Fi360, the fiduciary education and technology company, and as marketing manager at Fragasso Financial Advisors in Pittsburgh; she holds a bachelor's degree in industrial and organizational psychology from Penn State and an MBA from Gannon University, bringing nearly two decades of marketing experience to building measurable, trust-driven marketing systems for financial advisors.

Chief Correspondent, Financial Planning (Arizent)

Tobias is Chief Correspondent of Financial Planning, an Arizent publication, where he leads a team of journalists covering the wealth management industry. With nearly a decade at Financial Planning covering RIAs, independent broker-dealers, compliance, and regulation, he has won more than a dozen journalism honors, including the Jesse H. Neal, SABEW Best in Business, and Folio Eddie awards, for investigative reporting on conflicts of interest and systemic issues in financial services.

Chief Growth Officer, SteelPeak Wealth

Tyler is the Chief Growth Officer of SteelPeak Wealth, based in Newport Beach, where since October 2023 he has overseen business development, marketing, and growth strategy for the RIA. He previously spent nearly a decade as Director of Marketing and Strategy at First Foundation Inc., where he built sales and marketing strategies across the firm's private wealth management, banking, and trust lines of business, developing digital content programs that reached thousands of clients and prospects.