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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.
The attendee list is updated each week. There is limited capacity for a select number of ensemble firms who are individually invited.
Updated May 11, 2026
Sam Arthur
Co-Founder, Financial Advisor, Managing Director, Private Wealth Advisor
Haven Wealth Advisors
Kyle Baune
Partner, Private Wealth Advisor
Baune Financial
Brad Baune
Wealth Management Advisor
Baune Financial
Brian Blair
Associate Wealth Management Advisor, Co-Founder, President
Crossvine
Bob Bolt
Partner, Private Wealth Advisor
Symphony Financial
Beau Brewer
Private Wealth Advisor
Heirloom Advisors
Kyle Burton
Co-Founder, Financial Advisor
Elevation Wealth Planning
Rod Bustamante
Private Wealth Advisor
Heckmann Financial
Jason Colenda
Partner, Private Wealth Advisor
K Street Financial
Gina Cunningham
McGill Junge Wealth Management
Jerry David
Private Wealth Advisor
Prescient Financial Solutions
Nathan Duff
Agent
NorthStar Wealth Navigation
Barry Fies
Partner, Wealth Management Advisor
Myklebust, Horne & Fies Financial Group
Ben Gantt
Chief Executive Officer, Founder, Wealth Management Advisor
Southern Wealth
Nick Hammelman
Financial Planning Specialist, Partner
Blueprint Financial Group
Benjamin Harvey
Wealth Management Advisor
Summation Wealth Group
Darby Heidemann
Private Wealth Advisor
Elevation Wealth Planning
Dan Jenkins
Founder, Wealth Management Advisor
JKS Financial
Ross Junge
Co-Founder, Partner, Private Wealth Advisor
McGill Junge Wealth Management
Geoff Kasse
Wealth Management Advisor
JKS Financial
Chad Keaton
Partner, Private Wealth Advisor, Wealth Management Advisor
Axiom Wealth Management
Knowles
Partner, Private Wealth Advisor
Heckmann Financial
David Knox
Wealth Management Advisor
Capital Stewardship Partners
Dan Lagerborg
Wealth Management Advisor
Lagerborg & Associates
Ray Lee
Wealth Management Advisor
Jeff Lewis
Wealth Management Advisor
Gelder Generational Wealth
PJ McDaniel
Partner & CGO
Ed McGill
Co-Founder, Partner, Private Wealth Advisor
McGill Junge Wealth Management
David Milonas
Partner, Private Wealth Advisor, Wealth Management Advisor
RM Financial Group
Kyle Parker
Wealth Management Advisor
Heirloom Advisors
Daniel Ramsey
Financial Advisor, Lead Partner, Private Wealth Advisor, Wealth Management Advisor
Axiom Wealth Management
Jordan Ray
Private Wealth Advisor
Heirloom Advisors
Maria Roloff
Wealth Management Advisor
Myklebust, Horne & Fies Financial Group
Hope Rosten
Director
Prescient Financial Solutions
Kurt Rupprecht
Wealth Management Advisor
K Street Financial
Phil Schell
Partner, Wealth Management Advisor
Flatirons Financial Planning
Mac Schneider
Co-Founder, Private Wealth Advisor, Wealth Management Advisor
Haven Wealth Advisors
Lucas Scocchia
Lead Advisor
Pioneer Financial
Matt Self
Partner, Private Wealth Advisor, Wealth Management Advisor
Capital Stewardship Partners
Smith
Wealth Management Advisor
Catalyst Planning Partners
Taven Sparks
Partner, Private Wealth Advisor
Sparks Financial
Scott Sparks
Wealth Management Advisor
Sparks Financial
Keith Spengel
Chief Executive Officer, Founding Partner, Private Wealth Advisor
Symphony Financial
Stan Sroka
Partner, Private Wealth Advisor
Northwestern Mutual Investment Services, LLC
John Sterner
Founder, Private Wealth Advisor
Sterner Financial
Brandon Strope
Wealth Management Advisor
Flatirons Financial Planning
Lauren Theken
Partner, Private Wealth Advisor
Summation Wealth Group
Peter Tillinghast
Senior Managing Director
Paul Tortorella
Financial Representative
Pioneer Financial
Scott Underwood
Wealth Management Advisor
Socium Advisors
Tracy Vandyke
Private Wealth Advisor
NorthStar Wealth Navigation
Doug VanDyke
Associate Wealth Management Advisor, Chief Operations Officer
NorthStar Wealth Navigation
Al Waldrop
Wealth Management Advisor
Sterner Financial
Erica Webber
Director, Strategic Development
Lagerborg & Associates
Mike Wechter
Partner, Private Wealth Advisor
Summation Wealth Group
Rich Woo
Co-Founder, Partner, Private Wealth Advisor
Catalyst Planning Partners
Aaron Young
Chief Executive Officer, President, Private Wealth Advisor
Barnes Young Wealth Advisors
