PLANADVISER Virtual: Building Your Practice in 2021

  |  Virtual Conference   |  

  • Yakov Feygin

    Associate Director of the Future of Capitalism Program, Berggruen Institute

    Yakov Feygin is the Associate Director of the Future of Capitalism Program at the Berggruen Institute. He holds a Ph.D from the University of Pennsylvania and has previously been a fellow in the Harvard University Kennedy School of Government History and Policy Program.

  • Michael Majors

    Senior Director of National Retirement Services Sales, Paychex

    Over 25 years of career leadership experience in the technology, human capital management and financial services arena

    Over 15 years with Paychex, successfully leading sales teams in multiple divisions such as retirement, payroll, and human resources services

    Passionate about developing resilient, diverse teams that consistently deliver market-leading growth through continuous innovation and exceptional execution

  • Janine J. Moore

    Peak Financial Group and Retirement Practice Leader, HUB Retirement and Wealth Management

    With over 25 years of experience in the financial services industry, Janine strives to positively affect the lives of her clients on both a personal and professional level. She co-founded Peak Financial Group in 2002 and served as Principal until the HUB International acquisition in 2019. Prior to Peak, she served the retirement planning needs of clients with MassMutual Life Insurance Company and Nationwide Insurance. She currently serves as a Retirement Practice Leader for the State of Texas and serves on the HUB Texas Executive Management Team.

  • Sean D. Patton

    Partner, Senior Consultant, Westminster Consulting

    Sean is a founding partner of Westminster Consulting, where he currently works with corporate, non-profit and foundation clients. Before founding Westminster Consulting, Sean helped develop the Private Client Group and Qualified Plan Consulting Group practices at Prudential Securities, Inc. Sean began his career in the financial services industry at Dean Witter in Rochester, NY, where he focused on the analysis of mutual funds and the impact on returns.

  • Aaron Pottichen

    Senior Vice President, Alliant Retirement Consulting

    As a Senior Vice President of Alliant Retirement Consulting, Aaron is responsible for leading the Retirement Services Austin division, providing guidance to clients and coordinating these services with the other Alliant business units.

  • Dominique J. Henderson, Sr.

    Founder, DJH Capital Management and Jumpstart, an adviser mentorship program

    Dominique J. Henderson, Sr. began serving the financial industry in 1998. Ever since elementary school, he knew he had a
    mission to help people “win with their money”. Professionally, Dominique has spent over two decades in financial services building a diverse skill set in strategy, data
    analysis, investment research, portfolio management, financial planning, and business coaching. Prior to founding his
    registered investment advisory firm, DJH Capital Management in 2016, he spent years in institutional fixedincome trading circles, real estate, and the back office of one
    of Dallas’ premier hedge fund managers.
    Now as 2x founder, Dominique spends his time helping both consumers and providers of financial services. DJH Capital
    Management focuses on helping clients make the “bigger, better” decision with their money while The Jumpstart Coaching
    Lab educates and coaches the next generation of financial professionals to serve the growing group of individuals seeking
    financial advice. Dominique’s advice has been featured on various media platforms such as US News & World Report, Yahoo,
    GoBankingRates.com, and Investopedia’s Advisor Insights. He’s host of the Conversations for Financial Professionals podcast dedicated to helping both consumers and providers of financial services by shaping the next generation of financial advice. Dominique holds a Bachelor’s degree in Finance from Prairie
    View A&M University, a Master’s in Securities Analysis and Portfolio Management from Creighton University, and the Certified Financial Planner™ designation

Sponsorship Information

Rob Reif | 203-258-6622 |

General Information

Carol Popkins | 203-461-0985 |