Speakers

Ron Carson Headshot

Ron Carson

Founder and CEO

Ron Carson

Founder and CEO

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

SPEAKER TOPICS
  • The Future of Financial Advice
  • Expanding Impact with a Client-First Mission
  • Finding Freedom: How Advisors Can Help Clients Live a More Fulfilling Life
Burt White Headshot

Burt White

Managing Partner and Chief Strategy Officer

Burt White

Managing Partner and Chief Strategy Officer

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

SPEAKER TOPICS
  • Investor behavior trends
  • Financial advice
  • Industry trend
  • Advisor for advisor growth
Erin Wood Headshot

Erin Wood

Senior Vice President,
Financial Planning & Advanced Solutions

Erin Wood

Senior Vice President,
Financial Planning & Advanced Solutions

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

SPEAKER TOPICS
  • Better Planning Through Pictures & Stories (this is her signature topic)
  • Financial planning
  • Financial psychology and behavioral finance
  • Financial literacy/education
  • Retirement planning
  • Women and investing
Ruan Detrick Headshot

Ryan Detrick

Chief Market Strategist

Ryan Detrick

Chief Market Strategist

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

SPEAKER TOPICS
  • Investments
  • Markets
  • Macro views
  • Fed policy
  • Economy
  • Sector-based analysis
  • Portfolio construction, sentiment analysis, technical analysis
Samantha Allen Headshot

Samantha Allen

Vice President,
Digital Marketing

Samantha Allen

Vice President,
Digital Marketing

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.

SPEAKER TOPICS
  • Integrated digital marketing
  • Search engine optimization
  • Social media marketing
  • Paid digital advertising
  • Email marketing and automation
  • Podcasting
  • Marketing analytics
Teri Shepherd Headshot

Teri Shepherd

President

Teri Shepherd

President

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

SPEAKER TOPICS
  • Next-gen advisors
  • Women in Wealth Management
  • Financial careers for women/leadership
  • Building a scalable RIA
  • Organizational development

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