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The ClientWise Ensemble Leaders' Summit - Attendee List
The ClientWise Ensemble Leaders' Summit Attendee List
The ClientWise Summit is an invitation-only experience designed exclusively for growth-minded equity owners and senior leaders of elite advisory firms. Attendance is limited to ensure intimate, high-impact conversations among peers who are actively shaping the future of the profession. Each firm must be represented by at least one equity owner to promote decision-maker dialogue and deep strategic engagement.
Confirmed attendees for this year’s Summit include equity owners and executive leaders of Northwestern Mutual from some of the most successful and forward-thinking advisory firms across the country.
There is limited capacity for a select number of ensemble firms who are individually invited.
Updated August 20, 2026
Adams, Gut & Associates
John Adams
Private Wealth Advisor
Daniel Gut
Partner;Private Wealth Advisor
Artistry Wealth Management
David Hood
Wealth Management Advisor
David Condron
Partner;Wealth Management Advisor
Axiom Wealth Management
Chad Keaton
Partner, Private Wealth Advisor, Wealth Management Advisor
Greg Hewitt
Partner;Private Wealth Advisor
Daniel Ramsey
Financial Advisor;Lead Partner;Private Wealth Advisor;Wealth Management Advisor
Baune Financial
Kyle Baune
Partner;Private Wealth Advisor
Lauren McCormick
Director - Supervision
Bradley Baune
Wealth Management Advisor
Bison Wealth Management
Brendan McDermott
Partner;Wealth Management Advisor
Cory Schroeder
Wealth Management Advisor
Blueprint Financial Group
Nickolas Hammelman
Financial Planning Specialist;Partner
Aaron Young
Chief Executive Officer;President;Private Wealth Advisor
BrightView Capital
Owen Waldrop
Wealth Management Advisor
John Sterner
Founder;Private Wealth Advisor
Capital Stewardship Partners
David Knox
Wealth Management Advisor
Matthew Self
Partner;Private Wealth Advisor;Wealth Management Advisor
Catalyst Planning Partners
Richard Woo
Co-Founder;Partner;Private Wealth Advisor
Joseph Smith
Wealth Management Advisor
Raymond Lee
Wealth Management Advisor
CAVU Wealth Partners
Bob Styrkowicz
Wealth Management Advisor
Austin Lehmann
Director - Operations
Chisholm Trail Wealth Planning
Joe Kreger
Wealth Management Advisor
Crossvine A Financial Planning Firm
Brian Blair
Associate Wealth Management Advisor, Co-Founder, President
Abigail Craig
Private Wealth Advisor
DJM Financial Wealth Management and Insurance Services
Thomas Cary
Director - Operations
Dynamic Capital Planning
Scott Marschall
Wealth Management Advisor
Karim Bekkadja
Partner;Private Wealth Advisor
Gregory Miller
Financial Advisor
Echelon Wealth Strategies
Kurt Bogseth
Wealth Management Advisor
Elevation Wealth Planning
Darby Heidemann
Private Wealth Advisor
Kyle Burton
Co-Founder;Financial Advisor
Flatirons Financial Planning
Brandon Strope
Wealth Management Advisor
Phillip Schell
Partner;Wealth Management Advisor
Gelder Generational Wealth
Jeffrey Lewis
Wealth Management Advisor
Brooks Harbertson
GROW Wealth Partners
Dean Ripley
Wealth Management Advisor
Matthew Draper
Haven Wealth Advisors
Fredric Schneider
Co-Founder;Private Wealth Advisor;Wealth Management Advisor
Sam Arthur
Co-Founder;Financial Advisor;Managing Director;Private Wealth Advisor;Wealth Management Advisor
Heckmann Financial
Tyler Knowles
Partner;Private Wealth Advisor
Rodrigo Bustamante
Private Wealth Advisor
Heirloom Advisors - NM
Samuel Brewer
Private Wealth Advisor
Ben Farish
Associate Wealth Management Advisor, Chief Operations Officer
Jordan Ray
Private Wealth Advisor
Kyle Parker
Wealth Management Advisor
Highland Wealth
Gavin Filasek
Partner
Jeffery King
Partner
InTempo Wealth Management
Braden Binkley
Wealth Management Advisor
Anthony Bussey
Wealth Management Advisor
JKS Financial
Geoffrey Kasse
Wealth Management Advisor
Daniel Jenkins
Founder, Wealth Management Advisor
K Street Financial
Jason Colenda
Partner;Private Wealth Advisor
Kurt Rupprecht
Wealth Management Advisor
Lagerborg & Associates
Erica Webber
Director - Strategic Development
Daniel Lagerborg
Wealth Management Advisor
Legacy Wealth Planning
Eric Marion
Partner;Private Wealth Advisor;Wealth Management Advisor
John Kozakis
Founder, Partner, Wealth Management Advisor
McBee Avenue Wealth Advisors
Stephen Hatten
Partner, Wealth Management Advisor
Mark Clary
Wealth Management Advisor
McGill Junge Wealth Management
Edward McGill
Co-Founder;Partner;Private Wealth Advisor
Ross Junge
Co-Founder;Partner;Private Wealth Advisor
Myklebust, Horne & Fies Financial Group
Maria Roloff
Wealth Management Advisor
Barry Fies
Partner;Wealth Management Advisor
Next Phase Advisory Group
David Milonas
Partner;Private Wealth Advisor;Wealth Management Advisor
Stanley Sroka
Partner;Private Wealth Advisor
NorthStar Wealth Navigation
Tracy Vandyke
Private Wealth Advisor
Doug VanDyke
Associate Wealth Management Advisor;Chief Operations Officer
Nathan Duff
Agent
Caroline Shannon
Pioneer Financial
Kevin Luchetta
Chief Executive Officer;Partner;Private Wealth Advisor
Brandon Luke
Lead Advisor;Partner
Lucas Scocchia
Lead Advisor
Prescient Financial Solutions
Jerry David
Private Wealth Advisor
Hope Rosten
Director
Seleskie Financial
Joel Seleskie
Wealth Management Advisor
John Seiner
Associate Wealth Management Advisor
SFG Wealth Management
Russell Schwartzbeck
Chief Executive Officer;Founder;Wealth Management Advisor
Nathan Driscoll
Partner;Private Wealth Advisor
Socium Advisors
Scott Underwood
Wealth Management Advisor
Jonathan Sclafani
Advisor;Data Manager
PJ McDaniel
Partner & CGO
Southern Wealth
Benjamin Gantt
Chief Executive Officer;Founder;Wealth Management Advisor
Sparks Financial
Matthew Haynes
Private Wealth Advisor
Marshall Morris
Strategic View Advisors
Mollie Kaiser
Private Wealth Advisor
Edward Moyzes
Financial Representative
Chris Hall
Associate Wealth Management Advisor;Head - Strategy
Summation Wealth Group
Lauren Theken
Partner;Private Wealth Advisor
Mike Wechter
Partner;Private Wealth Advisor
Benjamin Harvey
Wealth Management Advisor
Symphony Financial
Keith Spengel
Chief Executive Officer;Founding Partner;Private Wealth Advisor;Wealth Management Advisor
Tom McBreen
Partner;Private Wealth Advisor
Tillinghast & Associates
Peter Tillinghast
Private Wealth advisor
True Wealth Partners
Steven Greene
Partner, Private Wealth Advisor, Wealth Management Advisor
Timothy Gilbert
Financial Advisor;Partner;Wealth Management Advisor
Verity Wealth Partners
Keenan Blanchford
Partner;Private Wealth Advisor
Michael Nicolai
Associate Private Wealth Advisor;Chief Operating Officer
WealthTower Capital Partners
Thomas Hubbard
Partner, Private Wealth Advisor, Wealth Management Advisor
Joseph Morris
Managing Director, Wealth Management Advisor
