Victor is a financial services and wealth management leader with a passion for digital innovation and artificial intelligence. Drawing from diverse industry experience across competitive and fast-paced environments, he combines strategic vision and creative leadership to empower financial success at Resilient Wealth Planning.
Whether promoting innovative strategies as an industry thought leader or developing relationships with clients and partners, focuses on providing the knowledge and tools to foster the adoption and growth of innovative strategies that enhance client relationships and drive business results. He frequently speaks at industry conferences, seminars, webinars, and training sessions with a hands-on approach designed to educate, enrich, engage, and entertain.
With over 30 years of diverse, client-facing experience spanning finance, social media, and marketing, Victor possesses a unique perspective on the evolution of digital engagement and its impact on the financial sector. His ability to collaborate with people at all levels and backgrounds makes him an authoritative voice on the future of AI in financial services. Victor holds a bachelor’s degree in Interpersonal Communication Studies from the University of California, Los Angeles (UCLA).
Outside of work, Victor loves traveling and experiencing the thrill of discovery, cooking for family and friends, playing tennis, snowboarding, and seeking the next adventure with his family.
Adrian has over 25 years of experience building transformational businesses and supporting enterprise technology platforms at the intersection of analytics, artificial intelligence (AI), data, design, finance, technology, and visualization.
At Edward Jones, he serves as General Partner and Head of EJ Labs, leading Artificial Intelligence (AI), Analytics, Data, Emerging Technology, and Low-Code Delivery. Most recently, Adrian was General Manager and Head of Product for Microsoft Cloud for Industry – Financial Services at Microsoft, and previously ran Microsoft’s Capital Markets and Product Strategy teams.
Prior to Microsoft, Adrian was the Chief Product & Strategy Officer at OpenFin, where he led product management, design, and strategy. Previously, he co-founded Pellucid Analytics, where he served as Chief Executive Officer from founding through exit to LSEG.
His earlier experience includes over 15 years of leadership positions at a series of global investment banks, including Deutsche Bank, Merrill Lynch, and Credit Suisse, where he was most recently Managing Director and Head of Investment Banking and Capital Markets Strats. His responsibilities included a combination of advisory work, which resulted in over $650 billion of executed transactions, as well as leading digital transformation efforts.
Adrian has over a decade of experience teaching graduate students in corporate finance, quantitative corporate finance, and product management. He earned his master’s degree in Technology Management from Columbia University, completed his undergraduate and postgraduate research degrees at the University of Technology Sydney, and is currently working towards his Ph.D. with a focus on hybrid intelligence. He also holds the Chartered Financial Analyst and Chartered Accountant designations.
Scott Clarke is the Chief Experience Officer at Sound Income Group, where he leads brand, marketing, and client experience strategy across multiple companies in the financial services industry. In this role, he shapes how technology, creativity, and human connection intersect to build experiences that deepen trust, elevate advisor effectiveness, and drive measurable business growth.
Previously, Scott served as Executive Creative Director at Advisors Excel, where he led a 120+ person creative team, delivering award-winning campaigns, brands, and transforming the advisor experience through design, technology, and innovative marketing strategies. His philosophy? Start and end with the end client. Throughout his career, he has guided teams through organizational change, created award winning creative and experiences, helped financial advisors scale their practices, and developed enduring brand platforms that connect on both strategic and emotional levels.
Scott’s work centers on the belief that the future of work lies not in replacing human beings, but in enabling them. He advocates for systems that amplify empathy, narrative, and personal connection—ensuring that technology enhances rather than erases the human element in client relationships.
He holds a Bachelor of Arts degree in Humanities & English from Brigham Young University and a patent for virtual human interface experience. His work has been featured in The New York Times and The Wall Street Journal, collected in the Smithsonian, and includes branding and strategy contributions for brands such as Southwest Airlines, Ulta Beauty, Lockheed Martin, and hundreds of financial advisory firms. Above all, Scott is the proud father of three incredible kids.
Richard Chen is a seasoned corporate and securities attorney with more than 25 years of practice under his belt following his graduation from Harvard College and Harvard Law School. He is the Founder and President of Brightstar Law Group, a law firm specializing in serving the regulatory and corporate needs of investment advisory firms (including wealth managers, private fund sponsors, and fintech companies). Among other things, Richard’s practice focuses on regulatory matters including investment adviser registration; compliance program development, implementation, and management; mock audits; and SEC examinations and investigations. On the corporate side, Richard’s practice focuses on advising breakaway advisors; launching and structuring ownership for advisory firms; drafting and negotiating commercial contracts; advising on employment matters; advising on mergers and other transactions; succession planning; and launching private funds (such as hedge, private equity, venture capital, and real estate funds). Before launching his practice, Richard spent many years at several preeminent law firms in New York including Simpson Thacher & Bartlett, K&L Gates, Schulte Roth & Zabel, and Arnold & Porter. Please visit his firm’s website and LinkedIn page to learn more about him and his calendar link to schedule time to speak with him.
Rob Burgess is a 35-time award-winning journalist who has extensive experience leading newsrooms and working in television, podcasts, radio, print and online.
Most recently, he was technology reporter for Wealth Management Magazine; editor of the Wabash Plain Dealer; news editor of NUVO; managing editor of the Indiana Lawyer; and city editor, opinion page editor and Editorial Board member of the Kokomo Tribune. He was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television.
Michael Brady, Founder of Generosity Wealth Management in Boulder, CO, brings 34 years of financial planning expertise, focusing on aligning wealth with purpose and possibility.
For the first half of his career, he worked in a successful but inefficient firm that prioritized headcount over productivity. In 2008, he founded his firm to emphasize streamlined operations and foster meaningful client relationships, serving high-net-worth clients with comprehensive planning, investment management, estate strategies, and philanthropic services. Michael leverages AI to enhance client service and to drive significant growth over the next 15 years.
A pioneer in AI adoption, Michael integrates advanced tools to automate tasks like note-taking, document analysis, and client communications, freeing time for high-value activities like personalized client advising and strategic planning. His innovative use of AI enables rapid analysis of complex financial data, such as tax returns or estate documents, delivering actionable insights. He envisions AI consolidating data for comprehensive client profiles, transforming advisory practices.
Michael’s efficiency enables extensive philanthropy, including projects in Rwanda and Uganda, prison and homeless outreach, mentoring, and ongoing support for Ukrainian orphans. At 58, he balances professional ambition with a meaningful life.
Dan Bell leads data science and engineering for Vanguard’s Advice & Wealth Management division. A core part of his role is applying artificial intelligence (AI) to improve financial outcomes for investors, across domains including portfolio construction and financial planning.
He has 17 years of experience in applying big data technologies and AI in financial services globally, including several years as a senior leader with Deloitte.
Matt Ackermann is chief brand officer at Integrated Partners, where he works to shine a spotlight on the firm’s network of more than 200 financial advisors and thought leaders. He is also the host of the Perfectly Integrated podcast and co-authored the book Center Stage: How to Become the Star of Your Practice.
A veteran of the wealth management industry for more than 25 years, Matt has spent most of his career at various wealth management media outlets creating content that stands out. Before joining Integrated in 2020, he was director of multimedia at InvestmentNews, where he was honored with 15 ASPBE awards for digital content creation, including Practice Makeover, a reality series about helping advisors jumpstart their business, and a documentary on impact investing shot in Haiti that debuted at the United Nations in 2019. Before InvestmentNews, he spent time at Financial Planning, JCPR, American Banker, and the New Jersey Law Journal, where he was honored with the New Jersey Press Association’s “Rookie of the Year” Award in 1997.
People would be surprised to discover Matt has coached baseball and basketball in New Jersey for more than 30 years, accumulating more than 600 wins and three state baseball titles. When he’s not coaching, Matt is spending time with his wife, Marisa, and their two sons, CJ and Ryan. CJ, who is already smarter than his Dad, is a star of the stage in New Jersey and Ryno hopes to someday play catcher for the Baltimore Orioles.
JC Abusaid is the CEO and President of Halbert Hargrove, a wealth advisory firm founded in 1989. JC earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administracion in Bogota, Colombia, and his MBA from the University of Redlands School of Business. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. In 2016, JC earned a LEAD Certificate in Corporate Innovation from Stanford Graduate School of Business, and in 2021, he took part in BlackRock’s first Emerging Leader Lab.
Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.