Search
The ClientWise Ensemble Leaders' Summit - Speakers
Matt Barthel
Editor at Barron’s Advisor, Matt Barthel offers a sharp editorial eye on what’s driving success across top-performing wealth management teams. His deep market insights help uncover the strategies that truly move the needle in today’s advisory environment.
Connect on LinkedInDavid Canter
David Canter is the Founder and CEO of Finley Point Strategy LLC, leveraging decades of leadership at Fidelity Institutional and beyond. He’s a seasoned voice in RIA growth strategy, M&A, and strategic alignment—helping firms navigate integration and scale effectively .
Connect on LinkedInDavid DeVoe
CEO, DeVoe & Co | He is a leading expert in advisory firm M&A, valuation, and enterprise design. Since its launch, his company has supported hundreds of firms in consulting, investment banking, and valuation engagements. David has been a thought leader in RIA practice management for 18 years and was named the 'RIA M&A Guru' by Barron's magazine.
Connect on LinkedInJohn Furey
Founder, Advisor Growth Strategies | The operator’s strategist. Furey’s data and guidance shape the playbooks of RIAs, ensembles, and consolidators who want to win by design—not default.
Connect on LinkedInRich Gill
Senior Partner, Wealth Partners Capital Group | Rich Gill is a founding partner of Wealth Partners Capital Group with deep expertise in independence, capital strategy, and firm growth. He previously led advisor transitions at Focus Financial and AMG
Connect on LinkedInBrian Hamburger
Founder & CEO, MarketCounsel | Top legal mind in wealth management. The architect behind many of the industry's most trusted firms—his advice is what real operators pay for when they want to grow smart.
Connect on LinkedInMark Hurley
CEO, Digital Privacy & Security Solutions | One of the most provocative voices in wealth management. Author of “Welcome to the Jungle,” Hurley will challenge every assumption you’ve made about growth and M&A.
Learn MoreJamie McLaughlin
CEO, J.H. McLaughlin & Co. | Advisor to the advisors of billion-dollar firms, Jamie translates institutional standards into advisory best practices and isn’t afraid to challenge comfort zones. He is also the co-founder of of The UHNW Institute.
Connect on LinkedInLiz Nesvold
Vice Chair, Emigrant Partners | Legendary investment banker turned PE insider. Liz clarifies capital strategy, control, and long-term value creation in firms that want to endure.
Connect on LinkedInJohn Roberts
Executive Vice President and Chief Field Officer at Northwestern Mutual | The inside voice on where NM is headed and how ensemble firms can align with enterprise-level strategy. He brings visibility, access, and critical context.
Connect on LinkedInRay Sclafani
Founder & CEO, ClientWise | Your host and catalyst. Ray doesn’t do conferences. He creates strategic inflection points. His insight will push leaders to make the decisions that matter most now.
Connect on LinkedInBonnie Tomczak, CPA
CEO & President, Northwestern Mutual WealthManagement Company (WMC)Bonnie Tomczak is vice president and head of Wealth atNorthwestern Mutual. In this role, she leads the team responsible forNorthwestern Mutual’s retail investment products and services, partnering with our industry-leading advisors. Currently, Bonnie’s team is responsible for overseeing approximately $335 billion in client assets and 1.8 million accounts. She also serves as President & CEO of Northwestern Mutual Wealth Management Company.
Connect on LinkedInJohn Watkins
John Watkins is a Partner at Reitler Kailas & Rosenblatt LLC and a leading advisor on complex RIA deals. He brings clarity to issues around partnership structures, deal terms, and enterprise value creation—essential guidance for firms ramping up scale and alignment.
Connect on LinkedInLet us guide you to your potential.
Connect with us to problem solve for a successful future.