Kristian Mtetwa serves as an advisor and mentor for 49 Financial's clients and professionals across the country. From the recently launched Los Angeles office, Kristian helps lead the growth of the firm's West Coast presence in headcount and client footprint. In addition to attracting, hiring and developing advisor talent, Kristian manages a practice of predominantly affluent minority families and women. He also helps lead an elite team of advisors assigned to serve the wealth management needs of the nation's largest faith-based credit union. Kristian also serves on 49 Cares, the firm's internal, community-focused impact group.

Kristian was recognized as 49 Financial's Advisor of the Year for 2022 after nearly tripling his personal client roster. Not yet 30, Kristian is the first black vice president in firm history. He is also the only individual at 49 Financial to have launched two offices for the company in multiple states. His leadership has contributed to the attraction of top talent from some of the nation's most prestigious universities, and as a result, helped drive the firm staff count beyond 200 in 2022.

Marcus Magyar is a senior investment advisor and wealth manager at Captrust.  He specializes in providing services to senior corporate executives, high-net-worth individuals and successful entrepreneurs nationwide. Marcus leads the Captrust Allentown Executive Financial Planning practice, devoted to helping c-suite executives grow and preserve their wealth. Foundational to this mission is helping executives make sense of their financial life through sound financial and investment planning strategies, allowing them to focus on their business initiatives and family. His concentration revolves around the areas of retirement income planning, investment planning and employer benefit optimization.

The Captrust Allentown team has been recognized on a number of industry lists, including the Financial Times Top 401 Advisors and the National Association of Plan Advisors Top DC Advisor Teams lists. The team has also earned the distinguished honor of being ranked on Barron’s list of Top 50 Institutional Consultants.

Samantha Allen leads the digital marketing function within Carson Group, serving both advisor and investor audiences. In this role, she oversees the strategy and execution for websites, email, digital ads, social media and marketing automation. After joining Carson in the summer of 2021, Allen established the organization’s first genuine digital marketing function, which serves as both a strategic driver of marketing activity and a shared services execution function.

In her time at Carson, Allen conceived and developed Marketing Monitor, an innovative marketing analytics product that empowers Carson partner advisors to see all their important marketing data in one easy-to-use platform. Allen has remade the B2B digital ads program, which is now one of the most prevalent lead sources for the organization. She also developed the organization’s first comprehensive social media and email strategies, launched an effective event influencer program, and leads one of the organization’s largest, most productive teams.

Andrew Krei is co-chief investment officer, institutional portfolio manager and client advisor at Crescent Grove Advisors, an employee-owned boutique wealth management firm, with approximately $4 billion in AUM. He manages investments on behalf of foundations, endowments and other institutional clients in addition to working with individual clients to develop and implement investment portfolios tailored to their unique circumstances and needs. Andrew also plays an active role in the firm’s manager research activities and leads efforts to expand Crescent Grove’s investment infrastructure—including past projects like creating their own capital market assumption models, constructing alternative investment pacing and cash flow forecasting tools, and designing dashboard-style exhibits with heat-mapped indicators aimed at highlighting short-term stock market extremes or relative valuations across market sub-segments.

Andrew has been at Crescent Grove for eight years since the firm was founded in 2015. In March 2022, Andrew was promoted to serve as co-chief investment officer, working alongside Dave Keevins in that role. Andrew’s previous title was head of investment research. Andrew will continue to play an active role in the firm’s manager research activities—with an emphasis on sourcing new ideas, strategy diligence and platform oversight. In addition, Andrew will provide guidance to advisors and clients on investment strategy and asset allocation.

Brooklyn Brock is the founder and CEO of Ellevate Advisors. Her roles include communicating the vision of the company, delegating business strategy to her support team, and ensuring continued compliance for RIA status. As the financial advisor and exit coach to advisors, she helps clients navigate complex scenarios dealing with the blending of advisory firm ownership and personal strategies that ultimately lead to successful business transitions. On top of personally servicing clients, Brooklyn oversees the continual service development to assure clients are receiving the best care possible.

Brooklyn is a third generation financial advisor and industry expert. In 2021, Brooklyn was granted the NexGen Under 30 award in Oklahoma in finance for her outstanding work as a next generation financial advisor.  In 2022 alone, Brooklyn was invited to speak on financial planning and exit coaching for advisors on 16 different platforms, including the NAPFA conference, XYPN Live, Investment News Women Advisors Summit, and Get Real TV and was featured in five articles for Financial Planning magazine, Advisor Hub, MarketWatch, and the Journal of Financial Planning.

At age 24, Nate Hoskin is among the world's youngest Certified Financial Planner practitioners. Only 5.5% of CFPs are between 20 to 29, according to the CFP Board. Nate founded the Denver-based wealth management firm Hoskin Capital at the age of 22 in 2021 during the pandemic to better serve the financial needs of Generation Z and millennial clients. Nate serves as the lead strategist and financial planner for all Hoskin Capital clients. Since then, Hoskin Capital has grown to manage assets for its clients located across the country. Hoskin Capital provides Gen Z and millennials with both investing services and financial planning services.

Nate has succeeded in growing both his firm and knowledge around Gen Z and millennial financial issues. His TikTok account has amassed more than 200,000 followers. Additionally, Nate rolled out the Hoskin Capital Knowledge Base in January 2022, which focuses on providing educational content for people just starting their financial journeys. In less than a year, Nate has added more than 60 articles to the database.

Andree Mohr supports growth at Integrated Partners on a day-to-day basis, working as the liaison between Integrated and their custodial partners. She manages the onboarding and transition processes for all advisors, professional partners and administrative personnel. She builds custom transition plans to fit each advisor, giving them the right information at the right time and progressing in stages. They then concentrate on post-affiliation training and support to ensure advisors have the tools they need to leverage Integrated’s comprehensive models and culture. In addition, she helps launch and oversee all growth initiatives and special projects for the firm.

Andree has spent the last 18 months building a strong foundation of trust and client service through strategic partnerships at Integrated Partners. She’s been working to help entrepreneur-minded financial advisors who want to implement operations the right way from the beginning and grow their practice once they’re established. Through Integrated’s CPA program, she helps CPAs monetize their most trusted advisor status, while helping their clients with their financial planning and tax needs.

As Senior Director, Financial Planning Group, Jennifer Baick’s role has been centered around scaling Mercer Advisors’ financial planning efforts. Jennifer’s team has centralized the firm’s financial planning standards while serving as a technical resource and providing guidance on planning concepts and strategies. She has developed quality control methods to ensure a consistent, high-level financial planning experience for clients. The FPG has developed a two-year residency program to train our young financial planning analysts and growing a bench of technical expertise while providing mentorship and guidance to future advisors. Jennifer’s team leverages advisor time by taking research, data entry, plan development off of their plates and provides research and analysis for the firm’s sales team by way of pre-planning for prospective clients.

Jennifer is the founding director of The Financial Planning Group, launched in April 2021. Within two years, FPG has grown from a team of four analysts to 30.  FPG now serves all of Mercer Advisors’ 80+ offices. Each analyst is fully remote, and within one year, each analyst will complete 150 financial plans for a range of clients, and be exposed to diverse fact patterns and planning goals. On average, each planner develops financial plans within 8 hours, and turnaround averages 4 days. Each analyst has been trained the same way to ensure quality and consistency of output.

Alex Goss is the co-founder, co-CEO, managing partner of NewEdge Advisors. Prior to serving as CEO of NewEdge Advisors, Alex built he and his father’s personal advisory practice into the $8 billion RIA, Goss Advisors. Goss Advisors was subsequently acquired by NewEdge Capital Group and rebranded as NewEdge Advisors. In his role, Alex is fully dedicated to understanding what successful advisors need. His mission is to provide advisors with the tools and flexibility they require to better serve their clients without the limitations wirehouses and big banks force on advisors. Alex and his team have helped hundreds of financial advisors become local business owners, who—individually and collectively—are making a direct impact on the communities in which they work and live.

The past 18 months were pivotal for NewEdge Advisors. Enhancements to the executive leadership team, including the addition of Steve Pirigyi as president, combined with restructuring how platform services are delivered to the rapidly growing network of 265+ advisors, the NewEdge team under Alex’s leadership continues to redefine the independent space. In February, NewEdge launched its employee model platform, the first program of its kind to focus on mid-career, growing advisors.

With just 10 years of industry experience, Hayley Wood Bates is the youngest financial advisor with Signature Estate and Investment Advisors, and has her own practice managing over $300 million in client assets. She also manages the Signature Fund for Giving—a multi-million dollar charitable fund through SEIA. In seven years, Hayley has increased the SEIA Signature Fund for Giving donations from $20,000 to $280,000.

Hayley was recognized as Advisor of the Year by SEIA this year. Additionally, Hayley is elevating her voice in the industry and was recently recognized in the LA Business Journal Women of Influence in Finance list. In the last year alone, she was a featured guest speaker at the RIA West Investment Forum and participated in an InvestmentNews webcast about fixed income investing. Hayley is a regular voice in the media, commenting on topics including the value of philanthropy and how providing pro bono financial advice can help advisors build their skills and compassion.

Alison Burkett entered the wealth management industry nearly 15 years ago as a founding team member at Snowden Lane Partners. She rapidly became an industry pioneer and remains one of the firm’s most crucial leaders. She currently serves as senior partner and managing director and is part of the firm’s seven-person executive committee. As head of enterprise development, Alison is also responsible for the Snowden Lane’s operating platform, human resources, advisor transition and ensuring that the firm’s clients and advisors have a superior experience through consistent service, dynamic technology and custom investment solutions. Alison specifically leads efforts to develop next-generation advisor tools and client service models incorporating leading-edge technology. She plays a central role in the recruitment and transition of advisory teams to Snowden Lane.

Alison has been responsible for onboarding each of the 75 advisors that have joined Snowden Lane since inception and provides her expertise and a senior leadership presence nationally across the firm’s 13 offices.  Alison was also instrumental in establishing Snowden Lane’s Corporate Partnership program, an industry-differentiating organic growth initiative that enables the firm’s advisors to work with employees at major investment firms and financial institutions, who typically face strict compliance requirements and must report on their investment portfolios daily.

Erik Shuster provides multi-disciplined integrated financial strategies to families seeking clarity and confidence in their retirement planning. He provides guidance on investment strategies, retirement planning, risk management, tax planning, and estate planning.

Erik is a senior financial planner at Thrive Financial Services with a track record of managing over $100 million in client assets. He holds a bachelor's degree from West Chester University and an MBA from Saint Joseph's University. Erik's commitment to expanding retirement literacy has been a driving force behind his success in the financial planning industry. Erik's multi-disciplined integrated financial strategies have brought peace of mind to hundreds of families seeking clarity and confidence in their retirement planning.

Caitlin Frederick is the director of financial planning and a wealth advisor at Ullmann Wealth Partners, based in Jacksonville Beach, Fla. Caitlin oversees the financial planning process for all the firm’s current and prospective clients. She is an integral part of the firm’s leadership team and specializes in working with the firm's young professional clients and those who utilize the firm’s Divorce Advisory Services. Since joining Ullmann Wealth Partners, Caitlin has brought additional depth to the Ullmann Wealth Partners' team and its comprehensive approach to wealth management. This approach combines investment management, financial planning, advanced planning and relationship management to help clients achieve their goals and relieve them of anxiety around their finances.

Caitlin has improved the firm’s financial planning process. She has enhanced the focus on building investment assets for high-earning, younger professionals through a consistent savings and investment process. These client relationships are especially rewarding for Caitlin as she gets to see clients transition through financial and life stages as a team. Through leveraging her valuation and accounting experience, Caitlin has been able to assist business owners with succession planning considerations. Whether contemplating a sale or transitioning the business to family members/key personnel, Caitlin advises on best practices and helps clients prepare their financials and operations for the next phase.