Partner/Co-Founder
Helium Advisors
Gary Russell is the co-founder of Helium Advisors and Helium Equity Partners with partner Howard Morin. He previously served as Director of Wealth Management at Conover Capital Management. He brings over 24 years of Wealth Management, Financial Planning, and Retirement Plan Consulting experience to our valued clients and trusted partners every day. As a recognized industry leader and frequent guest speaker on a variety of financial topics, he brings a unique approach to delivering solutions for clients. A native of Bainbridge Island, Gary now calls the Olympic Peninsula home.
Discover how Helium Advisors partnered with Invent and Finmate to modernize its operations and deliver greater value to clients. In this session, the leaders of Invent, Helium Advisors, and Finmate share lessons on how thoughtful adoption of AI can help RIAs scale, improve productivity, and stay competitive in a rapidly evolving market.