Adam Morgan
Creative Director, Author, Master Storyteller
Adam Morgan is an Executive Creative Director at Adobe, with experience in creativity, strategy, and storytelling for 24 years. In 2020, AdWeek named him one of the “Creative 100”—the top inspiring creative minds in marketing, media, and culture—in the world. He’s the author of the book, “Sorry Spock, Emotion Drives Business,” that proves the value of creativity and design with hard science. He’s a keynote speaker at conferences and events on the topics of creative leadership and content creation. And the host of the podcast, Real Creative Leadership, that offers inspiration and guidance on the day-to-day job of being a creative leader. Before Adobe, he was a creative director at several international ad agencies, delivering award-winning advertising and campaigns. He was named a 40 under 40 business leader by Utah Business Magazine, and Utah Ad Professional of the Year in 2014. And he’s one of the few creative leaders to have a master’s degree in marketing strategy from Northwestern. To read one of his articles on data-driven creativity, you can visit his magazine “The Creative Machine” on Medium. Adam created The Real Creative Leadership webinar series and is building a community to address the issues, challenges, and benefits of creative leadership.
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Ekaterina Walter
Bestselling Author, International Speaker, Business Innovator
Ekaterina Walter is a globally recognized business and marketing innovator, international speaker, and author of the Wall Street Journal bestseller Think Like Zuck (2013) and coauthor of The Power of Visual Storytelling (2015) and The Laws of Brand Storytelling (2018). After pioneering social media and digital marketing strategies for Fortune 500 brands such as Intel and Accenture, she co-founded a start-up that was acquired by Sprinklr, a customer experience management platform, where she served as Global Evangelist. She now helps global organizations build customer-centric digital transformation strategies. Ekaterina’s thought leadership has been featured on CNBC, ABC, NBC, FOX News, Forbes, Fast Company, TechCrunch, CNN, WSJ, Inc., and Huffington Post, among others. She’s been consistently recognized by the industry and her peers for her innovative thinking: she was number three on Forbes’s World’s Top 40 Social Marketing Talent, and Fortune magazine included her on the list of the most impactful business people on social media, alongside Bill Gates, Oprah Winfrey, Arianna Huffington, Warren Buffet, and others. When Ekaterina is not writing about digital and business innovation, she and her eight-year-old daughter coauthor children’s books. The first of a planned series, Amber and Sapphire: The Magic Spell, was published in 2017. Walter holds a master’s degree in International Management from the Thunderbird School of Global Management.
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Crystal Washington
Futurist, Technology Strategist, Author
Crystal Washington, CSP works with organizations that want to leverage technology to increase profits and productivity! As a technology strategist and certified futurist, Crystal takes complex social media, app, and web topics, and makes them easy to understand and accessible for everyday people. Crystal’s clients comprise Fortune 500 companies including Google, Microsoft, and GE and as a sought-after keynote speaker, she has entertained and educated audiences around the globe. She has appeared in numerous publications including Entrepreneur, Bloomberg Businessweek, and Forbes and is regularly called on by major television networks as a tech expert. Crystal is the author of the books One Tech Action: An Efficiency Guide for Busy Non-techie Professionals to get More Done, Build Better Relationships, and Enjoy More Free time and The Social Media Why: A Busy Professional’s Practical Guide to Using Social Media Including LinkedIn, Facebook, Twitter, YouTube, Pinterest, Google+ and Blogs for Business.
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Andrew Davis
Author & Keynote Speaker
Andrew Davis is a bestselling author and internationally acclaimed keynote speaker. Before building and selling a thriving digital marketing agency, Andrew produced for NBC’s Today Show, worked for The Muppets in New York and wrote for Charles Kuralt. He's appeared in the New York Times, Forbes, the Wall Street Journal, and on NBC and the BBC. Davis has crafted documentary films and award-winning content for tiny start-ups and Fortune 500 brands. Recognized as one of the industry's "Jaw-Dropping Marketing Speakers," Andrew is a mainstay on global marketing influencer lists. Wherever he goes, Andrew Davis puts his infectious enthusiasm and magnetic speaking style to good use teaching business leaders how to grow their businesses, transform their cities, and leave their legacy.
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Robert Sofia
CEO, Snappy Kraken
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David Armstrong
Editor-in-Chief & Executive Director of Content, WealthManagement.com
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Marci Bair, CFP®
President, Bair Financial Planning
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Michael Baker
Founding Member, Vertex Capital Advisors, LLC
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Nolan Baker
Founding Member and Managing Partner, PEAK Reps
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Nyle Bayer
Chief Marketing Officer, Helios
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Emily Binder
Founder, WealthVoice
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Stephanie Bogan
Founder and Chief Possibility Officer, Limitless Adviser Coaching
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Diana Cabrices
VP of Enterprise Development, Snappy Kraken
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Candice Carlton
Head of Advisor Education, FiComm Partners
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Justin Castelli
Founder, RLS Wealth & VP Marketing and Brand, Onramp Invest
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Brittney Castro, CFP®, AAMS®, CRPC®
Founder & CEO, Financially Wise Inc.
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Alex Cavalieri
Co-Founder, Seven Group
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Marguerita Cheng, CFP®
CEO, Blue Ocean Global Wealth
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Kyle Cyr
Video Production Coordinator, Snappy Kraken
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Brad DeLoatche
Chief Product Officer, Snappy Kraken
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Greg Drozdow
Director of Business Development, Snappy Kraken
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Angel Gonzalez
Chief Marketing Officer, Snappy Kraken
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Matt Halloran
Co-Founder and Chief Relationship Officer, ProudMouth
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Alicia Howard
Chief Operating Officer, Snappy Kraken
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Caitlin Keller
Member Success Manager, Snappy Kraken
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Patrice Kelly
Chief Creative Officer, Snappy Kraken
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Manish Khatta
Chief Executive Officer and CIO, Potomac Fund
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Aaron Klein
Chief Executive Officer, Riskalyze
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Peter Lazaroff, CFA, CFP®
Chief Investment Officer, Plancorp
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Brian Leitner
Head of Mariner Platform Solutions
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Josh Leonard
Vice President & Financial Advisor, Leonard Advisory Group
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Coach Joe Lukacs
Founder, Magellan Mastermind & Network
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Francesca McLin
Chief Content Officer, Snappy Kraken
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Christopher Norton
Chief Marketing Officer, Potomac Fund
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Zach Pentel
Chief Marketing Officer, Altruist
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Tina Powell
CEO, C-Suite Social Media
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Abby Salameh
Strategic Consultant
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Johnny Sandquist
CEO & Founder, Three Crowns Copywriting and Marketing
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Taylor Schulte, CFP®
Founder & CEO, Define Financial
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Ryan Shanks
Co-Founder & CEO, FA Match
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Rusty Shelton
Publisher and Senior Marketing Strategist, ForbesBooks
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Christa Spencer
SVP Marketing & Communications, Mariner Wealth Advisors
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Anthony Stich
Chief Operating Officer, NaviPlan
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Mary Beth Storjohann, CFP®
Chief Marketing Officer & Partner, Abacus Wealth Partners
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Marie Swift
President and CEO, Impact Communications, Inc.
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Charlie Van Derven
President, Social Advisors
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Ariel Veltre
Success Operations and Communications Manager, Snappy Kraken
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Kelly Waltrich
Co-Founder, Intention.ly
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Lindsay Warden
Creative Director, Snappy Kraken
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Timothy D. Welsh, CFP®
President, Nexus Strategy
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Megan Whittaker
Director of Community, Snappy Kraken
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Dasarte Yarnway
Managing Director, Berknell Financial Group
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Mike Yebio
VP of Sales, Snappy Kraken
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