The CNBC Financial Advisor Summit brings together the country’s top advisory firms, as chosen by CNBC for its annual list.

Forward-thinking advisors meet to hear from financial industry heavyweights about the state of the markets and the economy, and to discover new and innovative ways they can address the increasingly complex needs of their clients.

To read more about CNBC’s list of top-rated financial advisory firms, visit us here.

Why sponsor

Have intimate and unique exposure to the most influential players and firms in the FA community

Why attend

Hear from top financial leaders, and network and exchange notes with the nation's top FAs

Why it matters

We're convening the premier FAs to leverage and share their expertise and inspire the community

SPEAKERS

More speakers to come

Joshua
Brown

Ritholtz Wealth Management

Joshua Brown is CEO of Ritholtz Wealth Management.

Joshua Brown

Joshua Brown is the CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm where he helps people invest for the future.

He has been named by The Wall Street Journal, Barron’s and TIME Magazine as the most important financial follow on Twitter. Josh’s blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also the author of the books “Backstage Wall Street” and “Clash of the Financial Pundits.” His investment advisory firm, based in New York City, is focused on financial planning, retirement solutions, and institutional asset management.

Mary Beth
Franklin

Social Security Guru

Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare.

Mary Beth Franklin

Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare.

An award-winning journalist and Certified Financial Planner, Mary Beth writes a weekly column on retirement issues for Investment News, a publication for financial advisers. She is also author of the ebook, Maximizing Your Social Security Retirement Benefits.

In 2016, Mary Beth was honored with a Hero Award from the Women’s Institute for a Secure Retirement (WISER) for her efforts to improve retirement security among women. She is also an inaugural member of the Certified Financial Planner Board of Standard’s Women’s Initiative Council which focuses on improving gender and racial diversity in the financial services profession.

Previously, Mary Beth served as the tax and retirement editor for Kiplinger’s Personal Finance magazine and editor of Kiplinger’s annual Retirement Planning Guide. Earlier in her career, Mary Beth was a Capitol Hill reporter for United Press International. She is a frequent guest on numerous radio and television programs.

Tim
Kochis

Kochis Global

Tim Kochis is CEO of Kochis Global.

Tim Kochis

With 47 years of experience, Tim Kochis has long been recognized as one of the key leaders of the wealth management industry, both within the US and overseas. He is the inaugural recipient of the Charles Schwab IMPACT Award, the FPA’s Kemp Fain Award, the Veres Leadership Award, and several others. He is a member of the Estate Planning Hall of Fame and the University of California, Berkeley confers an annual award for Teaching Excellence in his name.

Tim is the former CEO and Chairman of Aspiriant, one of the industry's largest and most admired firms, He led the wealth management practices at Bank of America and at Deloitte through the 1980’s before co-founding Kochis Fitz in 1991. Kochis Fitz merged with Quintile in 2008 to form Aspiriant, in one of the RIA industry’s most strategic M&A transactions. Throughout those organizations, Tim worked with thousands of clients, with a special focus on senior corporate executives. Tim now provides training and mentoring and strategic consulting for wealth management firms around the world and writes and speaks extensively in the US and overseas. In the US, as a Special Advisor to the DeVoe & Co. organization, he focuses heavily on issues of management and equity succession for RIA firms. He is the author of many professional articles and several books: 2 editions of Wealth Management; Success & Succession; 2 editions of Managing Concentrated Stock Wealth; and Wealth Management for China’s New Elite.

Tim was also a co-founder of the Personal Financial Planning Program at the University of California, Berkeley, where he has taught for many years. He has been very active within industry organizations, globally, having chaired the CFP Board, the Foundation for Financial Planning, and the international certification authority, the Financial Planning Standards Board.

Tim has an MBA from the University of Chicago, a JD from the University of Michigan, and a Bachelor of Arts degree from Marquette University. He served in the US Army during the Vietnam era and received a Purple Heart for wounds received in action.

Lazetta
Rainey Braxton

2050 Wealth Partners

Lazetta Rainey Braxton is Co-CEO of the 2050 Wealth Partners and Chair of the Board of the Association of African American Financial Advisors.

Lazetta Rainey Braxton

Lazetta Rainey Braxton MBA, CFP®, Co-CEO of 2050 Wealth Partners and CEO of Lazetta & Associates, is on a mission to transform human capital to equitable financial capital through holistic financial planning for underserved households and consulting for financial advisory firms who value Diversity, Equity and Inclusion. She provides access to financial planning for “the rest of us” while also advising C-Suite financial services leaders who are accustomed to the 1%.

Lazetta, a nationally-recognized financial expert, has appeared on NBC Nightly News with Lestor Holt and CNBC’s Closing Bell. She is a member of the CNBC Digital Financial Advisor Council and a Wall Street Journal Financial Experts blog contributor.

Recognized for her leadership and dedication to the financial planning profession, Lazetta was named one of Investment News’ inaugural Women to Watch and Excellence in Diversity and Inclusion recipients. She also received the Association of African American Financial Advisors’ Leadership Legacy Award and the Heart of Financial Planning award from the Financial Planning Association. She currently serves as Chair of the Board for the Association of African American Financial Advisors (AAAA) and President of AAAA Foundation.

Samantha
Russell

Twenty Over Ten

Samantha Russell is Chief Marketing & Business Development Officer at Twenty Over Ten.

Samantha Russell

Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten, a digital marketing platform for financial advisors. Samantha helps financial advisors attract and retain clients through digital marketing strategies that produce explosive growth, including website development, content marketing, SEO, social media and video.

SPEAKERS

  • JOSHUA BROWN

    Ritholtz Wealth Management

    Read Bio ⟶

    JOSHUA BROWN

    Joshua Brown is the CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm where he helps people invest for the future.

    He has been named by The Wall Street Journal, Barron’s and TIME Magazine as the most important financial follow on Twitter. Josh’s blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also the author of the books “Backstage Wall Street” and “Clash of the Financial Pundits.” His investment advisory firm, based in New York City, is focused on financial planning, retirement solutions, and institutional asset management.

  • MARY BETH FRANKLIN

    Social Security Guru

    Read Bio ⟶

    MARY BETH FRANKLIN

    Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare.

    An award-winning journalist and Certified Financial Planner, Mary Beth writes a weekly column on retirement issues for Investment News, a publication for financial advisers. She is also author of the ebook, Maximizing Your Social Security Retirement Benefits.

    In 2016, Mary Beth was honored with a Hero Award from the Women’s Institute for a Secure Retirement (WISER) for her efforts to improve retirement security among women. She is also an inaugural member of the Certified Financial Planner Board of Standard’s Women’s Initiative Council which focuses on improving gender and racial diversity in the financial services profession.

    Previously, Mary Beth served as the tax and retirement editor for Kiplinger’s Personal Finance magazine and editor of Kiplinger’s annual Retirement Planning Guide. Earlier in her career, Mary Beth was a Capitol Hill reporter for United Press International. She is a frequent guest on numerous radio and television programs.

  • TIM KOCHIS

    Kochis Global

    Read Bio ⟶

    TIM KOCHIS

    With 47 years of experience, Tim Kochis has long been recognized as one of the key leaders of the wealth management industry, both within the US and overseas. He is the inaugural recipient of the Charles Schwab IMPACT Award, the FPA’s Kemp Fain Award, the Veres Leadership Award, and several others. He is a member of the Estate Planning Hall of Fame and the University of California, Berkeley confers an annual award for Teaching Excellence in his name.

    Tim is the former CEO and Chairman of Aspiriant, one of the industry's largest and most admired firms, He led the wealth management practices at Bank of America and at Deloitte through the 1980’s before co-founding Kochis Fitz in 1991. Kochis Fitz merged with Quintile in 2008 to form Aspiriant, in one of the RIA industry’s most strategic M&A transactions. Throughout those organizations, Tim worked with thousands of clients, with a special focus on senior corporate executives. Tim now provides training and mentoring and strategic consulting for wealth management firms around the world and writes and speaks extensively in the US and overseas. In the US, as a Special Advisor to the DeVoe & Co. organization, he focuses heavily on issues of management and equity succession for RIA firms. He is the author of many professional articles and several books: 2 editions of Wealth Management; Success & Succession; 2 editions of Managing Concentrated Stock Wealth; and Wealth Management for China’s New Elite.

    Tim was also a co-founder of the Personal Financial Planning Program at the University of California, Berkeley, where he has taught for many years. He has been very active within industry organizations, globally, having chaired the CFP Board, the Foundation for Financial Planning, and the international certification authority, the Financial Planning Standards Board.

    Tim has an MBA from the University of Chicago, a JD from the University of Michigan, and a Bachelor of Arts degree from Marquette University. He served in the US Army during the Vietnam era and received a Purple Heart for wounds received in action.

  • LAZETTA RAINEY BRAXTON

    2050 Wealth Partners

    Read Bio ⟶

    LAZETTA RAINEY BRAXTON

    Lazetta Rainey Braxton MBA, CFP®, Co-CEO of 2050 Wealth Partners and CEO of Lazetta & Associates, is on a mission to transform human capital to equitable financial capital through holistic financial planning for underserved households and consulting for financial advisory firms who value Diversity, Equity and Inclusion. She provides access to financial planning for “the rest of us” while also advising C-Suite financial services leaders who are accustomed to the 1%.

    Lazetta, a nationally-recognized financial expert, has appeared on NBC Nightly News with Lestor Holt and CNBC’s Closing Bell. She is a member of the CNBC Digital Financial Advisor Council and a Wall Street Journal Financial Experts blog contributor.

    Recognized for her leadership and dedication to the financial planning profession, Lazetta was named one of Investment News’ inaugural Women to Watch and Excellence in Diversity and Inclusion recipients. She also received the Association of African American Financial Advisors’ Leadership Legacy Award and the Heart of Financial Planning award from the Financial Planning Association. She currently serves as Chair of the Board for the Association of African American Financial Advisors (AAAA) and President of AAAA Foundation.

  • SAMANTHA RUSSELL

    Twenty Over Ten

    Read Bio ⟶

    SAMANTHA RUSSELL

    Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten, a digital marketing platform for financial advisors. Samantha helps financial advisors attract and retain clients through digital marketing strategies that produce explosive growth, including website development, content marketing, SEO, social media and video.

SPONSORED BY

SPONSORED BY