Create fresh revenue and profit silos while enhancing client acquisition and retention.
Easy Interface Solutions
An Elastic Infrastructure
TopTier Advisors
Multi-Family Office Execs
Insurance & Investment Pros
Retirement and Estate Planners
Wealth Managers
Attorneys and CPAs
RIAs • RRs • OSJs
Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".
Bridge Your Wealth Planning GAPs
1900 E. Buena Vista Drive, Lake Buena Vista, FL 32830
Launch Pad Reception:
5:00 - 7:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 6:00
Lunch: 12:00 - 1:00
Reception: 6:00 - 8:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 3:00
Lunch: 12:00 - 1:00
Conclusion
"Add new wealth advisory ingredients to your products, tech stack and services mixing bowl"
Transform Into A New Wealth Management Dimension - Wealth Engineering
Rejuvenate The Contours Of Your Firm - Become More Agile - Magnify Success
Fuse advanced knowledge, services, products and wealth tech with sound engineering principles
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
"Future-Proofing Wealth Advisory Practices in the New Age"
“Fortify your client value proposition by fusing new services and products into your offering . . .
Bridge wealth planning gaps with snap-on solutions”
High-Touch Wealth Advisory Hub Synched With High-Touch Wealth Tech
The Platform's elastic infrastructure accommodates
family net worth's from $5 Million to $5 Billion
High-Touch Wealth Advisory Harmonized
With High-Touch Wealthtech
"Recalibrate your practice ecosystem
to enhance success"
407-878-3520
Nick@MyWEHub.com
MyWEHub.com
Mailing Address:
265 Terracina Drive
Sanford, FL 32771
National Headquarters:
255 Primera Blvd., Suite 160
Lake Mary, Florida
With 26 years of experience across capital markets and regulatory
consulting, Sam Levine brings a rare blend of institutional trading
insight and hands-on compliance expertise to the financial advisory community. He spent his
first 12 years working at a variety of broker-dealers as an
Institutional Equities Salesman, working with Hedge Fund and Mutual Fund clients, providing
publicly traded equity research and Investment Banking deals. For the past 14 years, Sam has focused on compliance consulting sales,
partnering closely with financial advisors to help them successfully
transition to independence. He has extensive experience guiding advisors through the
RIA registration process and supporting breakaways as they build and
scale their own firms. Sam offers RIAs of all sizes and scop es practical, customized
solutions—delivering hands-on compliance support that aligns regulatory
requirements with each advisor’s unique business goals. He is passionate about
helping advisors grow with confidence, reduce regulatory risk, and focus
on what matters
most: serving their clients and building enduring, independent businesses.
Verity is Versoft’s heart and soul. She co-founded the company in 2015 after spending 7.5 years as Team Lead and Senior Consultant at SS&C Advent. Prior to entering the consulting field, she worked as Assistant Director of Information Systems at a Portland-based asset management firm and has been in the investment management industry since 2000.
Verity graduated with an A.A.S. in Computer Information Systems from Portland Community College. She also spent 3 years on the Board of Directors for The Exchange Network (formerly Advent Users Group) serving as VP and President in her 2nd and 3rd years.
She’s committed to providing an exceptional consultative approach to every client and ensuring the work performed by the Versoft Team results in the highest level of customer satisfaction. Verity works to continue training and education throughout the Versoft team, passing on the knowledge she has gained being in this industry for so many years. She also spends time building and maintaining relationships with vendors so the Versoft team can remain knowledgeable on technology platforms and tools, IT hosting, and data and outsourced service providers.
When she’s not doing CEO/Principal Consultant/Co-Founder things, Verity likes to spend time with family, including seven nieces and nephews and two great-nephews, in multiple states around the U.S. On rare occasions, she’ll hike around the Oregon Coast, Central Oregon, and other places throughout the Pacific Northwest.
Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
After years of navigating the operational complexity of the private markets, David founded Unlimited.ai to build the platform he wished existed.
Before founding Unlimited.ai, David was COO & Managing Partner at Legacy Knight MFO, where he built a ~$2B multifamily office and alternative investment platform, which Citywire named the fastest-growing RIA in Texas. He was previously a Managing Director & Partner at CAZ Investments, part of the leadership team that grew assets by more than 4x during his tenure. At both firms, he was an active growth-stage venture investor, backing Oura Health, Cart.com, Lessen, Cerebras Systems, Lyft, and ICON 3D, among others.
Earlier in his career, David served in several leadership roles in government and public policy. He graduated from the University of Texas at Austin and the University of Houston Law Center and is a Chartered Alternative Investment Analyst. He is the husband of Naseem and the father of two daughters, Leila and Sienna.
Jenny serves as
Product Counsel & Estate Strategist at Vanilla, working closely with
the Product team as they continue to build more and more functionality
into Vanilla. Before joining Vanilla, Jenny worked at Northwestern
Mutual. She began her career there
as an Advanced Planning Attorney. In that role, she used her subject
matter expertise in personal, estate, retirement, and business planning
to help the Northwestern Mutual field force with questions on their
client cases through phone consultations and live
presentations across the country. After about 5 years and becoming a
Director in Advanced Planning, Jenny took a new role on the Advice team
where she worked closely with Product to ensure that the proprietary
financial planning software that Northwestern
Mutual built was built in alignment with legal regulations, financial
planning standards, and current tax laws.
Prior to working at Northwestern Mutual, Jenny worked at Deloitte Tax in
their Private Client Group where she worked on individual and trust
income tax returns, as well as gift and estate tax returns. Jenny
received her J.D. from Marquette University in 2005
and practiced as an estate planning attorney following law school for
several years. In addition to her J.D., Jenny also has her Certified
Financial Planner (CFP®) and Chartered Life Underwriter (CLU®)
designations and is series 6 licensed.
Bio coming soon
Devin is the CEO and co-founder of Convexitas, an investment manager
dedicated to delivering high performance derivative overlays for
families and institutions. Devin is responsible for firm governance,
compliance, business development, and technology.
Before Convexitas, he was at Deutsche Bank for 15 years where he most
recently was Managing Director and Head of Solutions in the Americas
leading the structuring and sales teams which designed and distributed
the risk premia, retail structured product, and
the fund derivative businesses. His Deutsche Bank experience also
includes covering institutional clients for listed options and OTC
derivatives. Prior to the financial services industry, Devin had a
previous career in technology where he held both engineering
and sales roles at two early stage internet service & datacenter
hosting providers, and former search engine Lycos. He holds a Bachelor
of Finance from the University of Pittsburgh and an MBA from Carnegie
Mellon, where he also guest lectures on options and
option market micro-structure. A native of Pittsburgh, Devin now lives
in southern Connecticut with his wife and two children.
Dan Mohr is the founder of Mohr Capital Management and ETF Create, where he helps investment professionals turn their strategies into operational exchange-traded funds.
Dan brings the perspective of an ETF sponsor, investment adviser,
portfolio manager, and trading sub-adviser. He has built and launched
multiple ETFs and remains directly involved in the trading, operations,
compliance oversight, service-provider relationships,
board reporting, and other responsibilities associated with managing
funds.
Through ETF Create, Dan works with asset managers, financial advisers,
index providers, and investment entrepreneurs to evaluate whether an ETF
is the right structure for their strategy and guide them through the
launch process. His work spans strategy development,
fund positioning, financial modeling, service-provider coordination,
regulatory filings, operational setup, and exchange listing.
Importantly, Dan’s role does not end when the ETF launches. Through Mohr
Capital Management, he will remain engaged as the fund’s trading
sub-adviser. In this role, he helps implement portfolio changes while
navigating the trading, operational, compliance,
and service-provider requirements unique to ETFs.
This structure allows the investment manager to retain control of the
strategy and portfolio decisions while relying on an experienced trading
sub-adviser to handle their implementation within the ETF structure. It
also provides continuity from the fund’s initial
design and launch through its ongoing operation in the market.
Dan’s approach is practical and transparent. He helps prospective
sponsors understand not only how to launch an ETF, but also what it
takes to trade, operate, finance, and grow one after it reaches the
market.
Ryan Crandall is an attorney and estate planner with a passion for helping individuals and families prepare for the future. Ryan believes that one of the primary roles of a lawyer is to be an educator and counselor. He works hard to discover his clients’ goals and to explain, in easy-to-understand terms, the legal strategies that can be used to achieve those goals.
Ryan is a proud native of North Idaho. An accomplished musician, Ryan attended Brigham Young University on a scholarship for jazz bass. After serving a two-year mission to Lithuania, he met his future wife, Jennifer, and received a Bachelor of Arts in Music. Ryan began practicing law in 2011 after graduating from the University Of Idaho College Of Law. At law school, Ryan was a member of the Idaho Law Review during which time he served as Associate Editor and then Managing Editor. Ryan also spent two years as a teaching assistant helping new law students hone their legal research and writing skills.
In his free time, Ryan enjoys composing music and plays numerous instruments including cello, piano, guitar, and bass. He is an avid outdoor enthusiast and enjoys skiing, soccer, wakeboarding, backpacking, rock climbing, and kayaking. Ryan takes pride in giving back to the community and is actively involved in the Boy Scouts of America and other church and youth groups. Most of all, Ryan loves spending time with his family and is the proud father of four wonderful children.
As Convexitas’ co-founder and CIO, Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors.
Previous engagements include portfolio management at institutional investment manager Legal & General Investment Management America and trading head at long/short distressed hedge fund Chicago Fundamental Investment Partners.
Outside of work, The YWCA Chicago mission resonates with Zed and he assists in their continued success by participating in the Impact Investing Advisory Council. He holds a Bachelor of Science from Cornell University. A native of Chicago, Zed lives in his hometown with his wife and two daughters.
Peter J. Russo is the founder and sole shareholder of The Law Offices of Peter J. Russo, P.C., where he has provided trusted legal counsel to individuals and business owners for more than three decades. With a practice centered on business law, estate planning, and estate administration, Peter advises clients through every stage of the business lifecycle—from entity formation and growth to succession planning and the eventual sale or transition of a business.
Peter earned his Bachelor of Science in Criminal Justice from Marist College in New York and his Juris Doctor from Widener University School of Law. Immediately following law school, he demonstrated his entrepreneurial drive by founding his firm, laying the foundation for a career defined by independence, innovation, and client-focused service.
In addition to his legal practice, Peter is an accomplished entrepreneur who has owned and operated more than forty businesses over the course of his career. This hands-on business experience provides him with a rare and valuable perspective, allowing him to offer practical, real-world guidance that extends well beyond traditional legal advice. His clients benefit from this unique insight, forming relationships with Peter that often transcend the customary attorney-client dynamic and evolve into long-term strategic partnerships.
In 2023, recognizing a critical gap in how individuals organize and protect their essential documents, Peter created FamVault. He personally designed the system over the course of four months, ultimately creating a secure, user-friendly platform that enables individuals and families to store vital information, register estate planning documents, and ensure seamless access for their loved ones. FamVault is designed to simplify day-to-day organization, streamline estate administration, and facilitate the efficient transfer of wealth to future generations.
Peter is deeply committed to his community and has dedicated significant time to supporting local nonprofit organizations. He has served on numerous nonprofit boards and has organized and led fundraising initiatives for more than a decade, helping to raise millions of dollars in support of charitable causes.
Senior executive with decades of building, managing and mentoring sales
teams across the globe. Much of my career has been in the fintech space
where I have built sales organizations in the UK, Europe, Canada and the
US.
Now responsible for introducing NDEX Systems, the premier wealth
technology provider for RIAs and family offices in Canada to the US
market.
Zac leads the company’s sales, marketing, and client service operations. For nearly a decade, Zac has cultivated a robust expertise in client services, spanning both fintech and the media/entertainment industries. Prior to joining Allposit, he led the Strategic Accounts initiative at Arch, which he joined as a late seed-stage hire.
After
decades representing business owners, individuals, and families in
high-stakes litigation,
Bill founded American Standard Gold to deliver the independent,
institutional-quality wealth preservation guidance he believed was
missing from the tangible precious metals industry.
Prior
to launching American Standard Gold, Bill founded The Voss Law Firm,
P.C., where he
built a nationally recognized practice focused on complex commercial,
business, and first-party insurance litigation. A multi-generation Texan
whose family's roots trace to the state's earliest settlers, Bill also
spent part of his upbringing overseas, shaping
a global perspective on markets, risk, and capital preservation. His
work has earned national recognition, including Super Lawyers Rising
Star, Newsweek Top Attorney in America, and honors from Forbes, Inc. 500, and Texas Monthly.
Driven
by a passion for innovation, Bill expanded his commitment to client
advocacy beyond
the courtroom by founding American Standard Gold to provide
concierge-level, transparent precious metals advisory services for
discerning investors. He later launched BullionBox, a curated precious
metals subscription platform, and MintTrade, an AI-powered
precision trading platform designed to modernize the ownership and
exchange of tangible assets.
Using his management experience, Kyle heads up all of the operations of the various entities that make up our Wealth Engineering Family of Companies. He has held management positions with UPS, Lowes and The Bank of New York Mellon. In addition, Kyle, his father and several other entrepreneurial philanthropists foundered Give Back Nation, a non-profit organization, which functions as a national community foundation that serves other non-profits on a concierge services basis as well as giving Americans and their causes nationally. Kyle received his bachelors degree in Business Management from the University of Central Florida. Kyle is also CEO of Give Back Nation and is a member of The Charitable Capital Advisory Council.
Brett Helgeson is a relationship-driven executive leader focused on building resilient organizations in highly regulated industries. As CEO of Visory, he works directly with firm leadership to align people, processes and technology to support sustainable growth while managing operational and security risks.
What distinguishes Brett is his belief that technology is ultimately about people. He brings a culture-first mindset to an industry often dominated by systems and software, helping leadership teams foster trust, accountability and shared purpose alongside operational excellence.
Brett frequently speaks on leading through uncertainty, strengthening client confidence in a digital world, and building organizations where culture and resilience scale together.
Builder, founder-minded operator, and strategic partner. Head of
Strategy & Operations with experience in product, VC, and M&A.
Launched new products at Intuit
and Zebra. Helping go from 0 to scale. I have a track record of turning
chaos into clarity and helping organizations move faster with purpose.
I’ve co-founded and bootstrapped a B2C marketplace, launched lending and
automation products at Intuit and Zebra,
sourced and evaluated early-stage deals as a VC, and executed over
$100B in M&A strategy and integration at PwC. My edge is operating
at the intersection of product, strategy, and execution, where vision
turns into velocity.
I thrive in high-ambiguity, high-impact environments. Whether it’s
leading cross-functional project, strategic planning, unblocking teams,
shaping product direction, or building systems from the ground up, I
bring focus, momentum, and cross-functional alignment.
I excel at breaking down complex problems, identifying and prioritizing
solutions, and effectively tackling priorities to unlock growth. I’m
the kind of person who loves to get in the weeds, but always keeps the
bigger picture in mind.
With experience as a Chief of Staff and a MBA and MS Design Innovation
degrees from Kellogg, I bring a rare mix of analytical depth, product
thinking, and operational leadership. I love leading ambitious teams to
scale smartly and sustainably.
As the visionary CEO and Founder of CyFlare, Joe Morin is the driving force propelling CyFlare’s commitment to delivering unparalleled cybersecurity solutions. Joe’s extensive journey encompasses a dynamic range of accomplishments across various sectors. His mastery in conceiving and establishing prosperous businesses and his profound leadership roles in professional services, pre-sales engineering, technical support, channel programs, global alliances, and partner enablement solidifies him as a formidable asset to their team.
With a rich history of collaboration with prestigious Silicon Valley enterprises, including SurfControl, Websense, Zscaler, Forcepoint, Barracuda Networks, and Comodo, Joe’s expertise fuels our mission to expand the CyFlare ONE platform. He is instrumental in crafting a world-class SOC operations framework and propelling growth through our groundbreaking Channel Partner Program and strategic alliances.
