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Dec 27, 2023

Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis Investors®. She is passionate about serving the advisor community. 

She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presentations draw from ongoing...


Dec 20, 2023

Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry. 

Bonnie wanted a scalable way for advisors to...


Dec 13, 2023

When Jim Gale was 19, his college wrestling coach asked everyone to write down their goals. Jim wrote down his goals based on what he’d learned from Dennis Waitley in his book, “The Psychology of Winning: Ten Qualities of a Total Winner.” 

Jim wanted to be a three-time All-American wrestler and a national...


Dec 6, 2023

Philip Taylor is a CPA, writer, entrepreneur, and founder of FinCon. Philip—also known as “PT”—founded and launched FinCon in 2011. FinCon is an annual conference and trade show for content creators and brands in personal finance. 

The conference caters to attendees as well as exhibits and sponsorships. Those...