Marketing Leader, Speaker

Allen leads an organization of cutting-edge creative professionals and project managers who are committed to helping 401(k) participants have their best chance at investment success. If your retirement plan is administered by Vanguard, then Allen’s team of writers, editors, and project leaders play a key role in your 401(k) experience and are responsible for most […]


CEO, Founder, Manager, Author

Marji J. Sherman is an experienced social media strategist that has been featured in Inc. Magazine, Jay Baer’s SocialPros podcast, The Growth Factor and numerous other podcasts and publications. She writes a successful blog (www.MarjiJSherman.com) where she relates real-life experiences to the ever-changing landscape of social media. Marji began her career on Madison Avenue where […]



Joe is the Director of Advertising Sales at StockTwits.com, the web’s only moderated social media site and app dedicated to talking about and trading stocks. StockTwits works with industry advertisers that include TD Ameritrade, Fidelity, E-TRADE, Charles Schwab, TradeStation, Vanguard and many more. If you would like us to contact this speaker on your behalf, […]


Founder, Speaker, Vlogger

Savannah Peterson is the founder of Savvy Millennial and a Forbes 30 Under 30 in Consumer Technology. At Savvy Millennial she helps people, products and brands innovate and build community. She travels the world teaching, speaking and livestreaming all that she can. Savannah is also a consumer technology expert for NBC Nightly News/TODAY and has […]


Director, Social Media Speaker, Author

As Global Industry Principal at Hootsuite, Amy helps lead Hootsuite’s global vertical strategy for financial and insurance services. In the role, she is responsible for driving vertical business growth through product positioning, partnerships, and education. Working with the world’s largest banks, insurance companies, and wealth management firms, Hootsuite helps companies drive revenue, decrease operational expenses […]

Director, Speaker, Writer

As Director of Social Media Development at Sigma Financial Corporation and Parkland Securities, LLC, Sheryl’s passion lies with helping financial service professionals amplify their thought leadership through social media and digital marketing strategies. Sigma Financial Corporation is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Their customized programs […]


Founder & CEO

Austin. Originally from Boston. He is the founder and CEO of finservMarketing. FinservMarketing helps financial firms win new clients, increasing their share of wallet, and improving their client/asset retention by executing cutting edge digital marketing strategies. If you would like us to contact this speaker on your behalf, fill out the contact form below. If […]


Indie Filmmaker, Co-Founder

At the intersection of social media & compliance for regulated industries. Joanna is an expert on the evolving compliance landscape for regulated industries in North America and EMEA. She shares knowledge with fellow employees and clients on regulatory requirements pertaining to electronic communications and cyber security. Joanna is also a prolific Forbes Contributor. She writes […]

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