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Speaker

2024 Practice
Builder Workshop

February 28-29, 2024

The Westin Nashville
807 Clark Place 
Nashville, TN 37203

SPEAKERS

Danielle Delongchamp

President & CEO, Concorde Investment Services, LLC
Interim President, Concorde Asset Management, LLC

With nearly two decades in the financial industry, fortified by an MBA from Eastern Michigan University, obtained in 2009, Danielle has honed her expertise in operations, supervision, technology, and cybersecurity. She joined the firm in January 2017 and has been an integral Concorde executive team member for over six years. Her primary focus is driving the firm forward with innovative strategies focused on operational excellence, infrastructure refinement, and process innovation while providing value to all stakeholders - including financial professionals, end investors, strategic partners, and the back office team.

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John Gakenheimer

Executive Vice President, Concorde Asset Management, LLC
President, Concorde Insurance Agency

John began his relationship with Concorde Holdings as a Co-Founder Board Member and Shareholder in August 2010. Until December 2019, John served as Vice President of Business Development of Concorde Asset Management, President of Concorde Insurance Agency, and was a registered representative of Concorde Investment Services.

John received his Series 7 license in 1975 and became a Certified Financial Planner (R) in 1982. John founded his registered investment advisory firm, Twenty-First Century Asset Management, in 1986. In March 1997, he was a co-founder of Questar Capital Corporation, a nationwide securities broker dealer, investment advisor and insurance agency. John was Chief Operating Officer of Questar Capital Corporation, President of Questar Asset Management, Inc. and President of Agency, Inc. From 1998 to 2001, John was an officer and board member of the Avalon Capital Appreciation mutual fund for Questar Capital.

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Wayne Hewett

Vice President, Business Consultant, AssetMark

Drawing on more than 20 years of experience in the financial services industry, Wayne brings a unique, holistic approach to each of his client engagements. Helping each advisor to envision their ideal business and then, through the application of best practices and innovative thinking, Wayne provides the guidance, support, and accountability needed to make the desired change happen. Wayne believes that small "wins" lead to big "wins." He specializes in not only identifying what is needed but also, how best to create the changes that will take each business to the next level.

Dan Charley

Dan Charley

President, Alpine Brokerage Group

As the President of Alpine Brokerage Group, an independent financial services firm, Dan has been providing comprehensive wealth management solutions to individuals, families, and businesses for over 15 years. He holds the Series 7, 24, and 66 licenses issued by FINRA, and he is a multiple qualifier of the MDRT Court of the Table and Top of the Table, which recognize the highest standards of excellence and ethics in the financial industry.

Dan is also the Founder of ThinkSonic Media, a digital media company that produces and distributes engaging content across various platforms.

Dan is also a passionate entrepreneur and hospitality leader. He is the Managing Partner of Iron Lion Hospitality Group, a company that owns and operates several restaurants concepts. He oversees the strategic vision, operations, and growth of the group, and he leverages his experience and network to create memorable experiences for guests and partners. 

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Jamie Furlong

Managing Partner of Legacy Investments & Real Estate, LLC

As the Managing Partner of Legacy Investments & Real Estate, LLC, Jamie Furlong helps investors unlock the power of passive real estate to build their financial legacy. Utilizing the experience gained from 100s of  1031 Exchange transactions as well as the full-spectrum access her dual 22 & 63 securities licenses offer, she creates custom investment strategies that align with her clients’ unique goals and needs. Recognized by Concorde  as the #12 top-producer overall in 2022, and #13 top-producer overall in 2023, Jamie is a graduate of the University of Southern California where she studied on a scholarship and earned a Bachelor of Science in Mathematics and Economics.

 

Committed to exemplifying the foundational values of Legacy both personally and professionally, she regularly facilitates opportunities to share her 1031 Exchange knowledge and enjoys connecting with her clients, industry peers, and her community as a whole. Jamie is Chair of the Sacramento CCIM chapter, holds a position on the board of The Rotary Club of Sacramento Foundation, is the Distract Grants Chair for Rotary District 5180, and travels internationally for service projects in support of worldwide clean water. In recognition for her work in her community and beyond, she was the recipient of the CalCPA Sacramento Chapter’s Distinguished Service Award in 2023.

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Kyla McMoran

Bravest Wealth Management

Kyla has recently become licensed as a Financial Advisor and Insurance Agent. She joined the firm in August 2020. Kyla currently holds a Series 7 (General Securities Representative) license, a Series 63 (Uniform Securities Agent State Law) license, a Series 65 (Uniform Investment Advisor Law), and a Health and Life Insurance license. 

 

Kyla has a Bachelor of Arts degree in Journalism from the University of Oklahoma Gaylord College of Journalism and Mass Communication. In June 2020, she earned the designation of DTM* (Distinguished Toastmaster), the highest designation awarded by Toastmasters International. 

 

Kyla began her career as the VP of Communications for the Norman Chamber of Commerce where she worked for 10 years. Her time at the Norman CofC instilled a love for her community.  

 

Kyla left the Chamber to become the Director of Development for the Women’s Resource Center, a non-profit organization that provides assistance to victims and survivors of domestic violence, sexual violence, and stalking. Her time at WRC really opened her eyes and heart to people who are affected by violence and socioeconomic factors that keep them in unsafe situations.

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Ryan Darr

Vice President, Practice Solutions Director, Envestnet

Ryan is the Vice President, Practice Solutions Director covering the Northeast Region at Envestnet, having joined the company in December of 2011. Ryan supports IARs working in the Bank, Insurance, and Independent Broker Dealer channels, located in CT, MA, ME, NH, NY, RI and VT.

Ryan assists IARs on the merits of Managed Money, educating and coaching advisors to build, grow and maintain fee-based advisory practices, utilizing Envestnet’s technology platform for scale and efficiency, as well as leveraging Envestnet’s research and broad universe of strategic partnerships in Separately Managed Accounts (SMAs), Mutual Funds, ETFs, Fund Strategist Providers (FSPs)
and Unified Managed Accounts (UMAs). With $5.7+ trillion in assets under management, administration and advisory, Envestnet serves over 110,000 advisors and services over 12 million investor accounts.

With almost 18 years in the fee-based advisory industry and over 20 years in the financial services industry, as well as a background in marketing and distribution, Ryan assists advisors with a multitude of subjects ranging from Portfolio Construction, Behavioral Finance, Modern Portfolio Theory, Practice Management, Marketing and Business Development, Capital Markets Assumptions and Sequence of Returns challenges. Prior to joining Envestnet, Ryan worked at FundQuest, a former wholly owned subsidiary of BNP Paribas Asset Management (acquired by Envestnet in 2011) as a Regional Vice President covering the South and the MidAtlantic regions.

Ryan is a graduate of Newbury College where he received his BS in Graphic Design with a concentration in Marketing. He and his wife Kelly reside in Chester, New Hampshire.

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Robin Edgar

Wealth Progression Group

Robin has been an independent Financial Advisor for over 30 years focusing on helping individuals develop sound retirement strategies. With a focus around Wealth Strategy, Robin helps business owners and individuals gain the confidence they need around their business and personal financial plan. Once you have the confidence you need, the trusted advisor team to lean on, then the decisions of what your next steps are becomes much easier. Robin also does work in the leadership development, sales training, and coaching space.

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Josh Vandervort

Vice President - RIA Life Sales, Nationwide

Josh VanDervort is a Wholesaler at Nationwide covering the Life Distribution. He holds his Series 6, 63 and State Life/Health Insurance Licenses. Mr. VanDervort received his degree in Business Management from Xavier University in Cincinnati, Ohio. Prior to joining the advisory distribution team, he worked in our Broker Dealer and BGA life distributions. In his free time, he enjoys traveling, trying new restaurants, and cheering on the Xavier Musketeers in basketball.

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Matt Couri

Senior Vice President of Wealth Solutions, Griffin Capital

Matt is responsible for expanding relationships and raising capital for Griffin Capital for the Midwest and Central portion of the US across the family office, multifamily office, Registered Investment Advisor, Wirehouse and Independent Broker-Dealer Channels. He has over 20 years of experience across the financial services industry serving as a reliable and trusted business partner for financial advisors and their end-clients. Matt has over 10 years of experience focusing on providing alternative investment education to the wealth management space. Matt’s in-depth capital markets knowledge and consultative approach have made him a valued partner for advisors across his territory. Prior to joining Griffin Capital, Matt served as a senior member of the Distribution Team at FS Investments, where he spent 10 years as a Regional Director. Matt is based out of Chicago where he resides with his wife and four children.

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Suroor Karim 

National Account Manager, F&G

As a National Account Manager at F&G, Suroor leverages her 15+ years of sales and leadership experience in the financial services industry to deliver optimal financial well-being for clients. She holds a FINRA Series 7 and 66, which enable her to provide comprehensive and compliant advice and solutions to financial advisors, broker-dealers, and IMOs.

Suroor has a proven track record of generating over $25 billion in assets under management (AUM) by managing and expanding key accounts, consistently exceeding sales goals and achieving 100% client retention rate. She also enjoys educating and training advisors on how to leverage F&G's products and services to grow their business and serve clients better. Additionally, she value cross-functional collaboration, diversity, equity, and inclusion, and performance management, as she believes these are essential for creating a high-performing and innovative team.

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Luke Castle

Senior Vice President, LaSalle Investment Management

Luke Castle is a sales professional with over 20 years of experience in the fields of Asset Management and Distribution. Currently, he serves as Senior Vice President for LaSalle Investment Management. Working closely with Financial Advisors in the Midwest region, spanning from North Dakota to Tennessee,Luke's expertise in investment strategies and comprehensive understanding of the region's market dynamics have made him an indispensable partner for advisors seeking solutions for their clients in understanding Commercial Real Estate and in executing 1031 exchange transactions. Based in Wayzata, Minnesota, Luke brings a deep understanding of the local market to his role, complemented by his strong relationships with industry stakeholders.

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John Terry 

Sponsored by Legacy Marketing

John Terry is a 2x martial arts Hall of Fame inductee, and an international author, speaker, coach, and trainer. He's a Real Life Management behavioral intelligence master trainer, a DISC-certified human behavior consultant, a CTAA-accredited emotional intelligence coach, and an Executive Director with The John Maxwell Team. John also serves as President/CEO of the United States Martial Arts Hall of Fame.

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Linas Sudzius

President, Advanced Underwriting Consultants

In his 30+ year career in the tax law field, Linus Sudzius has become known as a go-to expert in the underwriting arena, serving clients nationwide and building a thriving consulting practice thanks to happy clients and glowing referrals.

Linas offers a unique and practical perspective on tax law and insurance sales, having served as Director of Advanced Sales for a Chicago-based insurance company and later, as its Chief Marketing Officer. Prior to founding AUC in 2001, he created, grew and sold an estate planning law practice in Franklin, Tennessee.

He is the author of What Most Life Insurance Agents Won’t Tell You, a detailed insider’s planning guide for consumers.

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David Smitherman

Regional Vice President for Life and Carematters, Nationwide

As a Regional Vice President for Nationwide Financial, David is responsible for BGA Sales in AL, GA, TN, FL, MS, LA, AR and KY. He partners with brokerage firms and their advisors to provide solutions in the Life Insurance and Long-Term Care planning space. His daily mission is to help America better prepare for and live in retirement. 

Licensed with FINRA as an Investment Company and Variable Contracts Products Representative (Series 6 certification).

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Jeffrey Bangerter

President, Bangerter Financial Services

As the president of Bangerter Financial Services, Jeffrey Bangerter is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

 

Jeff holds his California life and health insurance licenses, as well as his annuity and long-term care certifications and his Series 7, 65 and 24 licenses. He holds California insurance license No. 0601171. He is an enrolled agent tax professional, mortgage loan originator, Investment Advisor Representative, registered securities principal and real estate professional.

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Jennifer Donais

Advisor, TruWealth Financial

Jennifer Donais, as an advisor with TruWealth Financial, focuses on providing wealth management solutions to individuals and small businesses. She specializes in comprehensive planning in the areas of wealth enhancement, wealth transfer, wealth protection, and charitable giving.

 

Jennifer, in conjunction with her team members at TruWealth Financial, uses a wealth management process to ensure the successful development and implementation of a plan followed by regular progress meetings to ensure continued smart decisions in today's ever changing political, economic and social environment.

Josiah Lederman

Josiah Lederman

Lederman Financial Services

Josiah Lederman has been in the finance industry for over a decade now, getting his start in life insurance strategies and moving into holistic financial planning. As the owner and operator of Lederman Financial Services, his passion is to help clients create a well-rounded financial picture through the use of insurance, tax efficient investments, asset management, retirement planning, estate planning, and more. Through his relationship focused approach, he helps clients carefully assess all aspects of their financial health and implement steps for a better financial future.

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Jim Silbernagel

Creator and Host of Real Wealth® Online Radio Program

Ever since reading the published reports of a negative savings rate in our country, I have had a passion for making a difference in improving our nation's financial literacy. My vision through Real Wealth podcasts (NAIFA Clientcast, Real Wealth Weekly, and Real Wealth Monthly) as well as our Power Session LIVE webinars for Insurance and Financial advisors, is that we will be a positive catalyst for change and motivate others to spread the word.

 

We do this by providing tax, retirement, asset protection, investment, charitable, personal growth, insurance, estate, education and business strategies that take into account economic and political trends by featuring prominent guests who are in the forefront and experts in their fields, many of which are unaffiliated with insurance companies.

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