Kristi Redriguez

SVP of The Nationwide

Retirement Institute

Kristi Rodriguez on Redefining Retirement, Attracting Gen Z and Making an Impact

Kristi Rodriguez, senior vice president of The Nationwide Retirement Institute, about redefining retirement, appealing to the Gen Z investor and an innovative approach to introducing the financial services industry to diverse students.

Mark Tibergien on Setting Your Strategy to Drive an Enduring Business

Mark Tibergien, retired CEO of Pershing Advisor Solutions, LLC, talks about the key areas every firm needs to focus on to ensure success, why he encourages everyone to embrace reverse mentoring and how everyone can participate in improving financial literacy in their communities.

Mark Tibergein

Former CEO of Pershing

Advisor Solutions

Leslie Tabor

DBC of Charles Swab

Leslie Tabor on Why Every Financial Advisory Firm Needs a Talent Strategy

Leslie Tabor, director of education and consulting at Charles Schwab, talks about what key areas top performing firms are investing in, mastering inclusive leadership skills, and why a “people first, employees second” approach to culture is a

win for all.

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