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Jason Wenk is a serial fintech entrepreneur and founder. He led FormulaFolios to become one of the fastest growing RIA firms in the country, from startup to $3.25 billion in client assets. This growth landed FormulaFolios on the Inc. 500 list 3 consecutive years, and in the top 15 in both 2016 and 2017. He was also the Finance Newsmaker of the Year in 2016 and 2017 in his original hometown of Grand Rapids, Michigan. More recently Jason was a finalist for the EY Entrepreneur of the Year (industry disruption category) in 2018. His latest startup, Altruist, is a digital brokerage platform made exclusively for financial advisors, allowing them to deliver better advice to clients at a lower cost and with more efficiency.

Caleb is the co-founder and CEO of New Planner Recruiting, a recruiting firm that specializes in sourcing, screening, and integrating financial planners in financial planning firms nationwide.  He was named the Next Generation Influencer by Financial Planning magazine, one of the top 25 most influential people in the industry by Investment Advisor, and Investment News 40 under 40. He is a graduate of the Texas Tech Personal Financial Planning Program and spent over five years in an RIA firm in North Texas helping a sole practitioner transition the firm to an ensemble model. He has been recognized as a Distinguished Alumnus for the TTU College of Human Sciences as well as a Distinguished Alumnus for the TTU Financial Planning Program. His new book Successful Hiring for Financial Planners: The Human Capital Advantage is a compilation of the to-do’s and what-not-to-do’s in hiring for a financial planning firm so business owners can alleviate pain points often associated with hiring.

He is a Kolbe Certified™ Consultant, and original creator of the FPA Career Day program, which began with the Dallas/ Ft. Worth chapter and subsequently, has been implemented by other organizations across the nation. Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full-time positions in financial planning as well as the firm owners who hire them.   He is also an Adjunct Faculty member for the University of Georgia’s Financial Planning Program.

Outside of work, Caleb coaches boys’ basketball for Downtown Ministries, a program to teach inner city kids necessary life skills. He is also an avid golfer, hiker, Tough Mudder, and snowboarder.

Twitter: @NewPlnrrec

Website: www.newplannerrecruiting.com

Jason Richter, your Southern California fee-based expert, has worked across multiple facets of the industry, including serving as financial advisor for an RIA firm. In his current role as a Territory Manager at Nationwide Advisory Solutions, Jacob is committed to helping advisors and their clients plan for the future with thoughtful, unbiased guidance and support. To better serve his advisors, Jacob will continue to expand his education by taking the CFP® Board exam in July.

Jon Estes is a versatile, results-driven business and thought leader with experience working with Fortune 100 companies, non-profits and global organizations. In his current role as a Director at Nationwide Advisory Solutions, he specializes in business development, strategic partnerships, sales, and leadership development. Mr. Estes has been a speaker at many of the largest national financial services and investment firms, as well as a guest lecturer for multiple universities and non-profit organizations.

Troy Runnells is the my529 Senior Director for Strategy and Business Development. my529, Utah’s 529 educational savings plan, manages more than $13.5 billion in assets in over 395,000 accounts. Troy has been instrumental in guiding my529’s significant growth throughout his 14-year tenure. Noted accomplishments include developing the platform to support relationships with financial advisors and refining the business continuity plan.

Prior to coming to my529, Troy was the corporate controller for a national retailer, overseeing accounting and technology for 24 locations nationwide. He also worked at Deloitte & Touche in Orange County, California, in its tax and audit departments.

Troy graduated from Brigham Young University with a Bachelor of Science in accounting. He earned a Master of Business Administration from Utah State University and is a Certified Public Accountant.

Troy has been active in professional and community organizations such as the State of Utah’s Council on Financial and Economic Education and the United Way. Currently, he serves on the Utah Association of CPA’s board of directors.

Troy grew up in Southern California and Hawaii, has completed five Ironman triathlons and coaches two competitive-level youth soccer teams. His adventurous spirit most recently led him to tackle a trek to base camp of Mt. Everest at 17,600 feet. Troy is married with four children.