Speaking Credentials
partial list
Barron's – 4x
FPA National – 7x
Raymond James – 24x
AIG – 5x
Commonwealth – 8x
Edward Jones – 90x
Northwestern Mutual – 4x
Merrill Lynch – 5x
Advocis – 3x
Buckingham – 5x
Nationwide – 13x
Waddell & Reed – 7x
Western & Southern Financial Group – 4x
Cetera – 6x
John Hancock – 3x
Prudential – 3x
NAIFA Chapters – 2x
Edelman Financial Engines – 1x
Mutual of Omaha – 3x
SunTrust Investment Services – 2x
BMO Life Assurance Company – 1x
New York Life Mainstay – 1x
Advisors Circle – 1x
William Blair – 1x
Million Dollar Round Table – 3x
FPA Chapters – 46x
Advisor Group – 10x
Ameriprise – 24x
LPL – 18x
UBS – 37x
Wells Fargo – 13x
Investments & Wealth Institute – 4x
Schwab – 10x
Association of Fundraising Professionals – 2x
Morgan Stanley – 10x
VALIC – 2x
Society of Financial Service Professionals – 2x
Securities America – 4x
London Life – 2x
NAIFA National – 1x
NAPFA – 7x
Advisors Excel – 2x
Securian – 4x
XY Planning Network – 2x
Guardian Life – 2x
Lincoln Financial Group – 1x
Delaware Funds – 3x
ZeroAlphaGroup - ZAG – 4x