The ClientWise Ensemble Leaders’ Summit

2026 Ensemble Leaders’ Summit Speakers

2026 Ensemble Leaders’ Summit Speakers

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Jeff Brown

Jeff Brown

Independent Solutions Platform Growth Director at Wells Fargo

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David Canter

David Canter

CEO Finley Point Strategy LLC

Meg Carpenter

Meg Carpenter

Meg Carpenter

CEO & Co-Founder of Ficomm Partners, LLC | Host of Growth Leaders of Wealth Management Podcast

Ambassador Roger D. Carstens

Ambassador Roger D. Carstens

Special Presidential Envoy for Hostage Affairs, 2020 - 2025

Dana D’Auria, CFA

Dana D’Auria, CFA

Dana D’Auria, CFA

Co-Chief Investment Officer and Group President, Envestnet Solutions

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John Diehl, CFP®

John Diehl, CFP®

Senior Vice President, The Hartford

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David DeVoe

David DeVoe

CEO and Founder, DeVoe & Company

Parker Ence

Parker Ence

Parker Ence

CEO and Co-Founder, Jump - Advisor AI

Rich Gill

Rich Gill

Rich Gill

Co-Founder, Wealth Partners Capital Group

Brian Hamburger

Brian Hamburger

Brian Hamburger

Founder of MarketCounsel and the Hamburger Law Firm

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Ben Harrison

Ben Harrison

Global Head of Client Coverage | BNY Pershing

Matthew Haynes

Matthew Haynes

Matthew Haynes

Partner and Private Wealth Advisor at Sparks Financial

Mark Hurley

Mark Hurley

Mark Hurley

Founder, Digital Privacy & Protection

Brandon Kawal

Brandon Kawal

Brandon Kawal

Partner at Advisor Growth Strategies LLC

Kevin Knull

Kevin Knull

Kevin Knull

CEO of TaxStatus and Co-Founder of Advice.ai

Lauren McCormick

Lauren McCormick

Lauren McCormick

Associate Managing Partner & Chief Strategy Officer, Certified Financial Services Coach, Northwestern Mutual – Twin Cities

Max McQuistion

Max McQuistion

Max McQuistion

Max McQuiston is an advisor practice management consultant at Capital Group.

Colin Motley

Colin Motley

Colin Motley

Partner at Bain Capital Private Equity

John Roberts

John Roberts

John Roberts

CFO, Executive Vice President, Chief Field Officer, Northwestern Mutual

Bonnie Tomczak

Bonnie Tomczak

Bonnie Tomczak

CPA, CEO & President, Northwestern Mutual Wealth Management Company

John Watkins

John Watkins

John Watkins

Reitler Kailas & Rosenblatt LLP

2025 Ensemble Leaders' Summit Speakers

2025 Ensemble Leaders' Summit Speakers

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Ashley Adamson

Ashley Adamson

Ashley Adamson- Emmy-Winning Broadcaster | Big Ten Network Host | co-founder Tamber.co | Your Mom™ Podcast

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David DeVoe

David DeVoe

CEO and Founder, DeVoe & Company

Mark Hurley

Mark Hurley

Mark Hurley

Founder, Digital Privacy & Protection

Bonnie Tomczak

Bonnie Tomczak

Bonnie Tomczak

CPA, CEO & President, Northwestern Mutual Wealth Management Company

Brian Hamburger

Brian Hamburger

Brian Hamburger

Founder of MarketCounsel and the Hamburger Law Firm

John Furey

John Furey

John Furey

Founder and Managing Partner, Advisor Growth Strategies LLC

Jamie McLaughlin

Jamie McLaughlin

Jamie McLaughlin

CEO, J.H. McLaughlin & Co.

Rich Gill

Rich Gill

Rich Gill

Co-Founder, Wealth Partners Capital Group

Liz Nesvold

Liz Nesvold

Liz Nesvold

Vice Chair, Emigrant Bank | Chair, Emigrant Partners

John Roberts

John Roberts

John Roberts

CFO, Executive Vice President, Chief Field Officer, Northwestern Mutual

David Canter

David Cantor

David Cantor

CEO Finley Point Strategy LLC

John Watkins

John Watkins

John Watkins

Reitler Kailas & Rosenblatt LLP

Matt Barthel

Matt Barthel

Matt Barthel

Dow Jones Wealth and Asset Management Group | Barron’s Magazine