Kevin Bishopp is a national speaker and performance coach within First Trust’s Advisor Consulting Group. His focus is on providing best practices and mission-critical strategies that propel professionals/firms to be truly unique within the industry. He helps teams diagnose complex business and human capital issues, make high-quality decisions and create a clear path to execution. With three decades of industry experience, Kevin is equipped to help individuals and teams successfully navigate the complexities that accompany their continued success.

Kevin works with professionals/firms that are:

• Future-focused, unwilling to settle for the status quo

• Coachable, valuing professional advice

• All-in, fully committing to their clients, their team and their community

• Tenacious, willing to grind through the discomfort of change

• Innovative, leaving unproductive processes, habits and relationships behind

Marc E. Nabi is an equity investment director and portfolio strategy manager at Capital Group. He has 37 years of investment industry experience and has been with Capital Group for 12 years. Prior to joining Capital, he was a managing director in global investment research at UBS where he served as U.S. head of product management and co-head of the U.S. research investment review committee. Before that, he worked as an investment research analyst at Steinberg Asset Management and John A. Levin & Co. analyzing several industries. Marc was also a senior equity research analyst and managing director at Merrill Lynch and a senior equity research analyst and vice president at Morgan Stanley, where he followed various media and telecommunications sectors. He holds an MBA in finance from the Stern School of Business at New York University and a bachelor’s degree in accounting from the University of Michigan, Ross School of Business. Marc is based in New York.

One of the most popular figures in Arizona Diamondbacks history, Luis Gonzalez is in his 17th full season in the front office and 10th as Senior Advisor to the President & CEO with the D-backs. Gonzalez rejoined the organization in August 2009, after officially retiring as a player following his 19-year Major League career.

In his role, Gonzalez assists D-backs President & CEO Derrick Hall and other departments throughout the baseball and business side of the organization. He also continues to make an impact in the community with children’s charities and first responders through the Arizona Diamondbacks Foundation, the team’s D-backs Baseball Academy camps, Gonzo’s Hometown Heroes Fund and “Going Gonzo for Kids.”

The five-time All-Star compiled a .283 batting average, 2,591 hits, 354 home runs and 1,439 RBI during his career with the Houston Astros, Chicago Cubs, Detroit Tigers, D-backs, Los Angeles Dodgers and Florida Marlins. His 596 career doubles rank 18th in baseball history. He retired as the D-backs’ all-time leader in games played (1,194), hits (1,337), doubles (310), home runs (224), walks (650), runs (780), RBI (774), at-bats (4,488), total bases (2,373), slugging percentage (.529), on-base percentage (.391) and OPS (.919).

Gonzalez was voted by fans as their favorite D-backs player of all-time in a poll of Phoenix Business Journal readers. He and his wife, Christine, reside in Scottsdale, Ariz., and have triplets Megan, Alyssa and Jacob.

Jim Cannon is the Founder and Chief Executive Officer of Dynamic Advisor Solutions. A visionary executive and champion for independent wealth advisors, Cannon’s career spans decades of experience working with and for independent financial advisors to strengthen their businesses and drive growth.

Prior to founding Dynamic in 2009, Cannon served as President and CEO of AIG Financial Advisors, Inc. Under his leadership, the firm grew into the sixth-largest independent RIA and broker-dealer in the U.S., with more than 3,000 financial advisors generating over $400 million in revenue. He also led the development of a new advisory services business model that supported financial advisors overseeing more than $30 billion in U.S.-based client assets.

Throughout his decades-long financial services career, Cannon has served as President and CEO of multiple financial services firms and has held leadership roles across the advisor industry, including serving as a regulator with the Arizona Corporation Commission, Securities Division.

Eric Draughon's background includes leading service & operations teams at Charles Schwab for over 5 years and serving as a senior business banker with Bank One.

Konstantin “Kostya” Etus, CFA®, is the Chief Investment Officer at Dynamic Advisor Solutions, where he leads the firm’s Investment Management team and oversees Dynamic’s investment philosophy, processes, portfolios, and performance.

Kostya brings specialized expertise in asset allocation, security selection, and portfolio construction across ETF and mutual fund strategies. His experience includes managing investment portfolios, evaluating investment solutions, and developing strategies through a rigorous due diligence framework.

Prior to serving as CIO, Etus was Head of Strategy, Investment Management, where he strengthened Dynamic’s investment research, asset allocation, and strategy development, including the launch of enhanced ETF strategies, alternative investments, and custom high-net-worth solutions.

Before joining Dynamic, Etus spent more than 10 years with the Orion organization, serving in multiple investment leadership roles, including Director of Investment Research. He holds the Chartered Financial Analyst (CFA®) designation.

Cherie Jolly serves as the Chief Compliance Officer for Dynamic Wealth Advisors. She works with Dynamic’s leadership team, associates and affiliated advisors to ensure the firm’s Policies and Procedures are effective, maintaining a strong compliance program and culture. She also oversees the Compliance services provided by Dynamic Wealth Advisors to other registered investment advisors (RIAs).  

Throughout her 30-year career in the securities industry, Jolly has been involved with and/or managed nearly every aspect of this business from operations, supervision, new business, financial planning, insurance and compliance. Her focus has been on the compliance and risk areas within broker-dealers, RIAs, trust and wealth management firms both inside and outside of banking for several years. 

She has a thorough understanding of the various departments within a securities and banking firm and the unique issues they encounter on a regular basis. This knowledge allows her to analyze situations and recommend solutions that are not just compliant with regulatory requirements, but also meet the needs of the line of business. 

Jolly has created and implemented compliance programs, risk assessments, and testing and monitoring programs for entire corporations, including broker-dealers, RIA’s, trust departments and insurance firms.

As Chief Business Development Officer, Steven Kulesza, CFP® leads Dynamic’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Concierge.

Kulesza is a veteran to the industry, having worked as a wealth advisor, institutional Business Development Officer and Chief Operating Officer over the past 20 years. Prior to joining Dynamic, he led the development and operations for a Scottsdale, Ariz.-based RIA firm as Chief Operating Officer. He has also served in institutional and RIA development roles for Charles Schwab Advisor Services and as a regional director of institutional and retail sales for Madison Investment Advisors.

He is a Certified Financial Planner™ and graduated magna cum laude from the University of Akron with a Bachelor of Arts in Business and Organizational Communication. While attending college full time, he started and successfully operated his own pizza restaurant. Kulesza enjoys the great outdoors, especially when he’s spending time with his family and coaching his son’s football team.

In his role as CTO, Justin works to bring efficiencies by combining automation technology and methods with regular processes to ensure that the maximum benefit of the latest technologies can be realized by Dynamic’s team and the advisory practices it serves.

Justin has been an innovator in the technology industry for over 25 years. His varied experience ranges from large-scale software development and design to network administration. He has designed and supported applications and designs for both small businesses and large corporations. Justin’s area of expertise lies in his ability to integrate technology with practical applications and business processes. He has had the pleasure of working with customers across a broad range of industries, including Investment Management, Banking, Captive Insurance Management, along with Medical, Commercial Construction, Water Treatment, and Sustainable Energy. Through these initiatives, he has been instrumental in developing several cloud-based offerings that integrate multiple technologies and applications with vertical market-specific applications for regulated industries.

In 2000, he founded an IT consulting and management firm in Phoenix, AZ. Soon after he founded a second successful cloud-based technology provider. Both of these firms are leading in innovative and cutting-edge solutions for managed information technology and cloud-based infrastructures or platform as a service solution. Justin started studying computers and technology solutions over 35 years ago at the young age of 5 and went on to pursue a dual degree at Texas Tech University in Electrical Engineering and Computer Science.