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May 8-10, 2024 | Omaha, NE

Speakers

The Speakers with the Roadmap to Success

There’s one thing all our Spring Partner Summit speakers have in common – they want to give you the keys and the roadmap to success. Our speaker lineup includes Carson icons and leaders to give you inspiration to run the best firm possible.

Samantha Allen

Senior Vice President, Digital Marketing
Carson Group

Ashley Armstrong

Technical Product Manager
Carson Group

Jack Ashburn

Associate Vice President, Business Consulting
Carson Group

Kate Bauer

Vice President of Operations/Integrator
Carson Wealth - Chicago

Jamie Carroll

Managing Partner, Wealth Advisor
Carson Wealth - Southwest

Ron Carson

Founder & Chairman
Carson Group

Heather Randolph Carter

Chief Marketing Officer
Carson Group

Jessica Colston

Executive Business Coach
Carson Group

Scott Conroy

Managing Partner, Business Consulting & Training
Carson Group

Amy Constable

Senior Training Implementation Consultant
Carson Group

Derek Daly

Hall of Fame Race Car Driver, CEO and Founder of MotorVation and Best-Selling Author

Ryan Detrick

Chief Market Strategist
Carson Group

Connor Eickhoff

Technical Product Manager
Carson Group

Dani Fava

Chief Strategy Officer
Carson Group

Tom Fridrich

Manager & Sr. Wealth Planner
Carson Group

Dr. Barry Gilbert

Vice President, Asset Allocation Strategist
Carson Group

Jessica Golson

Senior Vice President, Investments & Trading
Carson Group

Pierce Griffin

Sr. Specialist, Operations
Carson Group

Maren Jensen

Director of Business Development
Pinnacle Wealth

Gregg Johnson

National Sales Director
Carson Group

Sandy Kaul

Head of Digital Asset and Industry Advisory Services
Franklin Templeton

Cole Kilgore

Solutions Architect
Carson Group

Taylor Larson

Sr. Technical Product Manager
Carson Group

Matt Lewis

Vice President, Insurance
Carson Group

Rachel Long

Senior Salesforce Project Manager
Carson Group

Adam Mackall

Wealth Advisor
Barnes Wealth Management Group

Alana Macy

Wealth Advisor
Bloom Wealth Advisors

Amy Noel

Founder, Wealth Advisor
Bloom Wealth Advisors

Meegan O'Shaughnessy

Director, Service & Support
Carson Group

Jessica Palacios

Marketing Manager
Carson Group

Derek Pesta

CEO, Financial Advisor
Pesta & Pesta Wealth Management

Ammone Phimvongsa

Sr. Training Consultant
Carson Group

Julie Ragatz

Vice President, NextGen & Advisor Development Programs
Carson Group

Taylor Riggs

Director of Marketing
Gertsema Wealth Advisors

Aaron Schaben

Divisional President, Partners
Carson Group

Minna Shada

Senior Vice President, Consumer Marketing
Carson Group

Teri Shepherd

President
Carson Group

Jeremy Siegel

Senior Economist
WisdomTree

Patrick Sittner

Director, Portfolio Strategy
Carson Group

Bobby Steinau

Vice President, Business Consulting
Carson Group

Steve Synowicki

Director, Training
Carson Group

Kate Terhaar

Marketing Manager
Carson Group

David Tews

Regional Supervision Manager
Carson Group

Lindsey Toole

Wealth Advisor
Carson Wealth - Southlake

Sam Vande Weerd

Managing Partner, Wealth Advisor
Carson Wealth - Pella

Sonu Varghese

Vice President, Global Macro Strategist
Carson Group

Sean Walker

Managing Director and Wealth Advisor
Applied Financial Planning

Chrissy Ward

Partner, Wealth Advisor
Diamond Wealth Advisors

Jay Wegner

Sr. Specialist, Trade Support
Carson Group

Jedediah Weis

Product Manager
Carson Group

Julie Weishahn

Manager, Client Services
Carson Group

Paul West

Managing Partner
Carson Wealth

Burt White

Chief Executive Officer
Carson Group

Erin Wood

Sr. Vice President, Financial Planning & Advanced Solutions
Carson Group

Scott Wood

Sr. Client Acquisition Coach
Carson Group

Pete Zielinski

Sr. Training Consultant
Carson Group

Kevin Zlomke

Director, Trading
Carson Group
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