Speakers

Ron Carson is the Founder and CEO of Carson Group, a leading financial services company serving financial advisors and investors through its three businesses: Carson Wealth, Carson Coaching and Carson Partners. All three organizations are headquartered in Omaha, Nebraska, and serve a broad base of advisors and investors across the United States and Canada. Ron is also a New York Times bestselling author, one of only two advisors ever inducted into the inaugural Barron’s Hall of Fame, an award-winning entrepreneur, a dynamic keynote speaker and a passionate philanthropist… Read More

Burt White serves as Carson’s Chief Strategy Officer, helping steer the company’s strategic focus as a member of the executive board.

In his role, his primary responsibility is to augment and elevate Carson’s opportunities for growth across the entire spectrum of corporate and investment strategy. Harnessing the power of the firm’s experienced Investment Research team, Burt advances Carson’s ability to deliver an unparalleled wealth management experience for partner firms, transform the… Read More

Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation’s fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She’s been featured in The Wall Street Journal, Barron’s, NASDAQ and MarketWatch. In 2023, Erin was recognized… Read More

As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm’s strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group’s success.… Read More

As Senior Vice President of Digital Marketing at Carson Group, Samantha Allen leads the integrated channel team and is responsible for events, digital marketing and public relations. She sets and supports strategy and execution for brand growth, consumer lead generation, advisor recruitment, M&A and industry thought leadership. Samantha is a self-proclaimed nerd and expert in all things digital marketing. When she isn’t helping brands tell their stories online, she enjoys reading, hiking, running, hanging out with her daughter and cheering for the Nebraska Cornhuskers.

Teri Shepherd currently serves as the President of Carson Group, where she plays a pivotal role in enhancing operational efficiency and advancing the company’s long-term vision. As the first female executive at the firm, Teri has become a prominent role model for women within Carson and the broader financial services industry.​.. Read More