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Join a panel of mid-career professionals as they take a look back on their early career as advisors. These established advisors' stories will cover a broad range of issues: being faith-forward in your advice, what growing in leadership looks like, determining the right practice type, etc. This session is specifically designed for advisors in practice less than 10 years, but all are welcome!
About the Speakers
Evan Longstreth
Blue TrustEvan Longstreth, CKA® serves as Senior Private Wealth Advisor for Blue Trust. Evan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients' needs. Prior to joining Ronald Blue Trust, Evan was Regional Development Director for Thrivent Financial and Senior Financial Advisor at Huntington Investment Company.
Grace Rogan Moore
OLIO Financial PlanningGrace Rogan Moore, CPA®, CKA® serves as Lead Financial Planner at OLIO Financial Planning in the Washington DC - Baltimore area. Grace graduated from Liberty University with a degree in financial planning. Along with serving clients, Grace volunteers on the board of the Financial Planning Association’s National Capital Area chapter as both the NexGen Co-Director and now Membership Director.
Jeremy Walter
Fident Financial, LLCJeremy Walter, CKA®, CFP® is the founder of Fident Financial, LLC - a fee-only RIA in Lancaster, Pennsylvania that seeks to help clients align their values with their wealth. A big believer in defining and implementing Enough, he capped his clients at the end of 2020 which allows him to focus on running a lifestyle, boutique advisory firm.
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