October 14-16 | Destin, FL

Faith-driven advisor, get equipped to fully live out your calling.

Sponsored by

Why Attend the Advisor Summit?

Embracing & live out your God-given purpose

Elevate values through planning, investing, and strategic giving

Unleash the full potential of your business to maximize impact

Hear from our Advisors

Being part of a Kingdom-minded community is a total game changer for how we do business. OneAscent’s mission is to empower advisors to advance the Kingdom—and they deliver on this! Events like the Advisor Summit foster discussions on leveraging our unique calling to deepen client relationships and build community with other faith-driven advisors. They provide a platform for advisors to exchange ideas, share concerns, and help uplift one another. Iron sharpens iron—at OneAscent, we have the freedom to grow in a way that honors God and aligns with our calling.

– John Tate

Attending the Advisor Summit offers a moment to pause from the busyness of client meetings and follow up. It’s a chance to connect with fellow advisors, exchange ideas, and uplift each other through growth, education, and inspiring speakers. Together, we’re reminded of our calling and empowered to further develop ourselves and impact the Kingdom.

– Eric Vartanian

OneAscent’s Advisor Summit embodies a spirit of camaraderie and shared beliefs, creating a powerful sense of oneness. Through this event, we forge deeper relationships that far exceed just being an RIA or an IAR. Attending the Summit not only strengthens our bonds but also inspires us to serve our clients with integrity and heart. Bringing our staff and families allows them to witness firsthand the impactful work within the OneAscent community. We come to the Advisor Summit expectant because we know God is doing something and we want to be part of it. Our team goes home fired up for Kingdom impact.

– Scott MacKenzie

Event Details

October 14-16, 2024

The Henderson Resort & Spa

200 Henderson Resort Way
Destin, FL 32541

You cover your travel and room. We’ll cover the rest.

There are a limited number of rooms available for $285 per night with a reduced resort fee.

About The Henderson Beach Resort

One of the finest resorts built along Florida’s Gulf Coast in a generation, The Henderson Beach Resort & Spa overlooks Destin’s famed sugar-white sands and emerald-green waters. Located along one of America’s top beaches and adjacent to a 208-acre environmentally protected state park, The Henderson is reminiscent of a grand seaside manor of yesteryear and captures the romance of traditional coastal architecture. The resort features 170 spacious guestrooms and suites, a nature-inspired spa, Gulf-to-table cuisine, an octagonal bar with panoramic Gulf views, a rooftop terrace, two outdoor swimming pools, 30,000 square feet of flexible indoor and outdoor event space, and private beach access.

 

Day 1: Monday, October 14, 2024

12:00 PM – 4:00 PM Optional Recreation
 
4:00 PM – 5:30 PM Check-In
 
5:30 PM – 7:00 PM Welcome Reception & Dinner
 
7:00 PM – 7:45 PM Opening: Worship with Jody McBrayer
 
7:45 PM – 9:00 PM General Session: Your Calling as an Advisor in Advancing the Kingdom

 

Day 2: Tuesday, October 15, 2024

7:30 AM – 8:00 AM Breakfast
 
8:00 AM – 8:20 AM Worship with Jody McBrayer
 
8:20 AM – 9:20 AM General Session: A Christian Telling of the History of Investing
 
9:45 AM – 10:45 AM

Panel: Advisor Stories

 
10:00 AM – 10:15 AM Break
 
10:15 AM – 11:15 AM

Breakout Sessions:

#1: Values-Aligned Client Journey 

#2: Firm Success Management

 
11:30 AM – 1:00 PM Lunch: Portfolio Manager Panel
 
1:00 PM – 5:30 PM Recreation
 
5:30 PM – 6:30 PM Dinner
 
6:30 PM – 6:45 PM Worship with Jody McBrayer
 
6:45 PM – 8:30 PM

General Session: The Value of Private Markets

Fund Manager Panel

CEO/Entrepreneur Roundtable

 
8:30 PM – 9:00 PM Dessert Reception

 

Day 3: Wednesday, October 16, 2024

7:30 AM – 8:00 AM Breakfast
 
8:00 AM – 9:45 AM General Session: Aligning Giving with Values
 
9:45 AM – 10:00 AM Break
 
10:00 AM – 11:00 AM

Breakout Sessions:

#1: Values-Aligned Client Journey

#2: Firm Success Management

 
11:15 AM – 12:00 PM Closing/Wrap Up
 
12:00 PM – 1:00 PM Lunch & Adjourn

Speakers

Jason Myhre

Jason Myhre

Executive Director of the Eventide Center for Faith & Investing

About Jason

Jason Myhre is the Executive Director of the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management to help Christians understand and practice biblically faithful investing. He is also a Founding Member of Eventide Asset Management, an investment firm providing values-based investments rooted in a biblical worldview.

Outside his work at Eventide, Jason serves as a Fellow of the Center for Faithful Business at Seattle Pacific University. He also facilitates the Capital Stewardship Hub of the Kirby Laing Centre for Public Theology.

In his personal life, Jason is a lover of all things culture, from simple pleasures like brewing craft coffee to transcendent, like watching the films of Yasujirō Ozu.

Lloyd Reeb

Lloyd Reeb

Founding Partner of the Halftime Institute

About Lloyd

Lloyd Reeb is a successful real estate developer and owner of retirement housing who made a mid-life transition, looking for greater meaning, joy and impact in his second half. To his surprise he discovered that he was not alone in this journey and that many talented leaders are longing for midlife renewal.

Lloyd has had the privilege of investing 25 years helping leaders plan their second half. He helped launch the Halftime Institute, a global team that teach, coach and connect successful men and women in pursuit of significance.

In Lloyd’s words, “When all you’ve done or own seems to matter less …and your heart craves more meaning, joy and balance…when something triggers in your mind that you’re entering your second half of life and you’re unsure what your calling is for the next season… you’re in Halftime.”

Lloyd has taken the Halftime message around the world: speaking, teaching and coaching individuals through the journey. As a result, he understands the issues that surround your Halftime in a deep and practical way.

He is the author of From Success to Significance: When the Pursuit of Success Isn’t Enough, which is a road map for this mid-life transition. His book The Second Half: Real stories, Real adventures, Real significance provides compelling evidence that your second half could be the most creative and productive season of your life.

Lloyd and his wife, Linda, have written the family-focused relationship series: Halftime for CouplesFinally ConnectedandBuilding a Thriving Family. They live on Lake Norman near Charlotte, North Carolina. They have three grown, married children, and four sweet grandkids.

Elizabeth Graham

Elizabeth Graham

CEO for Life Collective, Inc.

About Elizabeth

Elizabeth Graham serves as CEO for Life Collective, Inc. Elizabeth is a graduate of the University of Tennessee and Southeastern Baptist Theological Seminary. She and her husband Richmond enjoy raising their two children in east Tennessee.

Bob Doll

Bob Doll

Chief Investment Officer at Crossmark Global Investments, Inc.

About Bob

Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing over 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen and Blackrock, President and Chief Investment Officer at Merrill Lynch Investment Managers, and Chief Investment Officer at Oppenheimer Funds, Inc.

Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses.

Bob dedicates his time as choir director at his local church and also serves on a number of boards including the Alliance of Confessing Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom Advisors, National Christian Foundation, Gordon Conwell Theological Seminary, The Lausanne Movement, Movement.org, Cairn University, Christianity Today, and the Princeton Healthcare System.

Bob and his wife Leslie currently reside in Princeton, New Jersey and have three children.

Derek Varner

Derek Varner

Partner for Investment Research Partners

About Derek

Mr. Varner is a partner for Investment Research Partners and has nearly 15 years of investment management experience.

Derek holds a bachelor’s degree in Business Administration with a concentration in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst (CFA)1 designation. He is a volunteer for CFA Institute and a member of the CFA Society of Pittsburgh. Derek resides in State College, PA with his wife and three daughters.  Derek is also a volunteer member of the investment committee of Centre Foundation, a community-focused foundation supporting Centre County.

Derek’s experience includes management of the endowment fund and excess working capital for Bucknell University as the Associate Director of Investments. This role included conducting research on financial markets, asset classes, as well as public and private investment opportunities. He also participated on the University’s retirement plan oversight committee, and regularly presented to students on the topics of investment & endowment management. Derek also participated on panel discussions at institutional investment conferences to discuss investment management topics on behalf of the University.

Prior to joining Bucknell, Derek served as Portfolio Manager and Investment Committee member with Aris Wealth Services, which is currently a division of AssetMark, Inc., from 2008 to 2014. At Aris, he participated in all aspects of management of the firm’s investment strategies, including total return, absolute return, values-based and income-oriented portfolios, and he worked directly with clients and their financial advisors in order to achieve client-specific goals and objectives.

Eric Marshall

Eric Marshall

Co-Chief Investment Officer, Portfolio Manager, & Director of Research

About Eric

Eric J. Marshall, CFA, currently serves as President, Co-Chief Investment Officer, and Director of Research for Hodges Capital Management. He joined the firm in 1997 and also serves on the Board of Directors of the firm’s parent Company, Hodges Capital Holdings. Eric holds a BA in Finance from West Texas A&M University. He is an active member of the CFA Institute and the Dallas Society of Financial Analysts.

Eric is a frequent guest on CNBC’s Squawk on the Street, Street Signs, and the Closing Bell, as well as on Bloomberg television, and Fox Business News. Eric is a portfolio manager to the Hodges Funds family of funds. Investments in these funds are identified through a process of rigorous fundamental analysis across multiple industries. Eric and his team of research analysts use a bottom-up approach to reveal opportunities in stocks that may be overlooked or misunderstood by more conventional approaches.

Daniel Walsh

Daniel Walsh

Founder & CEO, VeroSkills
About Daniel

As a 3X startup founder and with 14 years in the software industry, Daniel Walsh has trained and placed 1,000+ engineers. Seeing the transformative potential of tech careers, Daniel founded VeroSkills to unlock these opportunities for impoverished populations. The goal is to transition people from poverty to stable tech employment. Reflecting on his experience in 2020, Daniel observed that those who most needed his coding school could least afford it. He aims to change this through VeroSkills by training for future jobs, aspiring to change millions of lives.

John Siverling

John Siverling

Director of Private Markets and Impact Advocacy, OneAscent Investment Solutions

About John

John Siverling is the Director of Private Markets and Impact Advocacy for OneAscent Investment Solutions, and a Managing Partner in OneAscent Capital LLC. He has over 30 years of business experience, and over 20 years in the venture finance industry.

John holds a Bachelor of Business Administration degree from the University of Wisconsin and an MBA with Distinction from the University of Michigan Ross School of Business. John has been a frequent speaker and panelist, including at the University of Michigan Business School, MIT Forum, UNCC Five Ventures Business Plan Competition, and Kingdom Advisors, among others. John resides in Matthews, NC with his wife. They have two adult sons.

John has developed his financial, operational and management business skills from a varied history of professional experiences. Following his lead role in the formation and launch of the Christian Investment Forum, John became the first Executive Director in order to continue the growth strategy of the non-profit trade association, until its merger with Faith Driven Investor. In addition to his work at the Christian Investment Forum, John is also the Managing Partner in JAS Ventures, LLC, a consulting firm focused on helping companies develop and execute values integrated business practices. He is also a co-founder and President of RDJ Ventures, LLC, an early-stage biotechnology company.

Brian Church

Brian Church

Founder & CEO, Advisory DNA

About Brian

Brian T. Church is the Founder and CEO of Advisory DNA, one of the financial industry’s most dynamic coaching organizations. Brian is one of the industry’s top coaches for advisors in transition and has facilitated over 150 such transactions. Brian has coached and orchestrated transitions, mergers, and acquisitions for some of the industry’s most respected firms. For more than 20 years, Brian has been working with firms of all sizes to find the best possible destination for advisors and their clients.

Before founding Advisory DNA, Brian made a name for himself as the National Director of Sales and Recruiting at Aegis Capital. Here Brian created transformative recruiting and organic growth strategies that are being used throughout the industry today. Brian started his career at Putnam Investments in Boston and became the youngest vice president in company history. After completing seven successful years at Putnam, Brian joined Securian Financial and founded a new office in Nashville, TN. In just five years, Brian grew his office to profitability and had 18 advisors under his leadership.

Mr. Church has a history of success in sales management, practice management, training, recruiting, mergers/acquisitions, and organic growth. Brian is an international best-selling author who is perhaps best known as a “Business Ambassador” who has written three books that have been sold on 4 continents and in 15 countries. Brian’s creative and entrepreneurial interests include co-founding TheStartup.com, a digital platform that was the first virtual incubator for entrepreneurial guidance as well as a virtual hub for client experience analytics and for what Brian calls “Intelligent Training.”

Brian has a track record of success in sales management, practice management, training, recruiting, mergers/acquisitions, and organic growth. Brian is an international best-selling author who is best known for authoring “Relationship Momentum”, and co-authoring “The Experience.” On the speaking circuit, Brian is known as one of the world’s top “Business Relationship Experts”, who specializes in working with advisors, companies, and entrepreneurs to create what has become virally known as “Relationship MomentumTM.“ Brian has had the pleasure to speak for and train Fortune 500 companies as well as many industry leading organizations around the world.

Brian lives with his wife Kimberly and their son Brian Timothy Church II in Franklin, TN. Brian is very involved in the community as well as his Church. Brian is an avid golfer and enjoys working on upward mobility projects throughout the US.

Harry Pearson

Harry Pearson

CEO, OneAscent

About Harry

Harry Pearson is CEO of OneAscent Wealth. With 25 years of experience, Harry is passionate about serving families by encouraging generosity, aligning their investments with their values and encouraging Kingdom-driven, faithful stewardship.

After obtaining a B.A. in Finance from the University of Alabama at Birmingham in 1996, Harry joined Ameriprise in early 1997. In 2002 he opened his own Ameriprise franchise, which expanded to include five advisors, five support staff, and offices in both Birmingham and Huntsville. Feeling led by the Lord to have a greater Kingdom focus with his practice, Harry founded OneAscent in 2017 to assist his firm and others across the country to advise with values-aligned, Kingdom-driven excellence. Harry has both Certified Financial Planner™ and Chartered Retirement Planning Counselor℠ (CRPC®) designations and was appointed to the Ameriprise Chairman’s Advisory Council from 2012 to 2014.

Harry is an active member of Oak Mountain Presbyterian Church where he has served in a variety of leadership roles, including as an ordained ruling elder since 2007. Harry and his wife Laura, have been married for 29 years. They have four adult children and six grandchildren.

Cole Pearson

Cole Pearson

President, OneAscent Investment Solutions

About Cole

Cole Pearson serves as President, Investment Solutions for OneAscent. Cole’s responsibilities include leading the asset management arm of OneAscent, overseeing the OneAscent Investment Committee, assisting with business development opportunities, and leading OneAscent’s strategic ministry efforts.

Prior to joining OneAscent in 2018, Cole was a Senior Investment Associate for Eventide Asset Management serving in similar capacities both on the sales/marketing and portfolio management teams. He holds a B.S. in International Finance as well as a minor in Mandarin-Chinese from the University of Alabama and is a CFA Level III Candidate.

Cole enjoys spending time with his wife, Hannah, and their three young sons. Cole and his family are active members of Covenant Presbyterian Church where he occasionally teaches adult Sunday School classes.

Rob Grubb

Rob Grubb

COO, Co-Founder OneAscent 

About Rob

Rob Grubb is co-founder and COO of OneAscent. Rob is an accomplished business executive with over 30 years’ experience with growing early stage companies to market leadership positions. He previously served in similar executive roles with several successful Birmingham-based healthcare technology companies. Rob obtained a BS degree from the University of North Alabama, where he was awarded an athletic scholarship.

Rob and his wife, Shawn, have been married for over 30 years. Except for a 2-year stint in Atlanta, they have resided in Birmingham throughout their marriage. They are parents to Jordan Grubb Harrison, Morgan Grubb Terch and Erin Schaffeld. They also have five grandchildren. Rob and Shawn have a passion for ministering together to families through their book (Developing a Generation of Sexual Purity) which serves as a parents guide for training children in purity.

Rob is an active member of the Church at Brook Hills where he has served in a variety of leadership roles. While at Brook Hills he has served as an ordained elder and a member of the administrative elder team. In addition, Rob has also served on other non-profit boards. In 2019, Rob was also appointed to and currently serves as a member of the State of Alabama’s Small Business Commission.

Nathan Willis

Nathan Willis

Director of Portfolio Strategy for OneAscent Investment Solutions

About Nathan

Nathan Willis is Director of Portfolio Strategy for OneAscent Investment Solutions and has 25 years of investment experience, including 20 years investing in illiquid strategies.

Nathan holds a bachelor’s degree in Business Administration with a concentration in Information Systems and a minor in Economics from Taylor University. He is a holder of the CFA Charter and CAIA designation. Nathan started his career at NationsBank where he spent several years managing institutional bond portfolios and an equity mutual fund.

Prior to joining OneAscent, Nathan served as Chief Investment Officer of Greenhawk Corporation, a single-family office. At Greenhawk, Nathan was responsible for portfolio strategy and manager diligence. During his time at Greenhawk Nathan developed the allocation, sourcing, and diligence strategy for the private equity portfolio.

Prior to Greenhawk, Nathan spent almost 15 years with GenSpring Family Offices, a unit of SunTrust Banks, where he constructed portfolios for multi-generational families. While at GenSpring, Nathan served on the Investment committee and manager selection committee and served developed programs to mentor junior investment staff. Prior to GenSpring, Nathan spent four years with the family office group of Wachovia Bank.

Nathan resides in Birmingham, Alabama with his wife and three sons. He is a Deacon in the Presbyterian Church in America (PCA).

Matt Moses

Matt Moses

VP, Operational Consulting OneAscent Financial

About Matt
Matthew Moses, CAP® joined the OneAscent team in August 2022 and serves as the VP, Operational Consulting. Matthew is a graduate from the University of Toledo where he studied EntrepreneurshipSmall and Family Business. He also received the Chartered Advisor in Philanthropy (CAP®) designation from the American College in 2014 and has applied his passion for the social sector through a non-profit organization that he founded called Effective Give. Prior to joining the OneAscent Team, Matthew served as the President of an RIA where he held various roles since 2010.
 
Matthew and his wife Katrina have been married since 2017 and reside in Ohio with their two children Atlas (2018) and Lennon (2020). The family enjoys spending time outdoors, volunteering, and creating community.
Andrew Manton

Andrew Manton

Chief Equity Strategist & Senior Portfolio Manager, OneAscent Investment Solutions

About Andrew

Andrew Manton is the Chief Equity Strategist and Senior Portfolio Manager at OneAscent Investments. He manages OneAscent’s International and Emerging Market equity strategies and is responsible for developing and bringing to market new products that deliver on OneAscent’s commitment to values-based investing.

Prior to joining OneAscent, Andrew was most recently Senior Portfolio Manager at Shelton Capital Management, where he was the Lead Portfolio Manager for the Shelton International Select and the Shelton Emerging Markets funds. Andrew has over 20 years of investing experience and was previously with WHV Investments, Victory Capital Management, Deutsche Asset Management, and Merrill Lynch. His thought leadership has been featured on outlets such as the Faith Driven Investor Podcast and Advisor Perspectives. Andrew earned an MBA from the Tepper School of Business at Carnegie Mellon University and a B.S. from the University of Illinois at Chicago.

Andrew and his wife, Karin, are members of Fellowship Church in Frisco, TX and are active in the We Want More ministry in Bridgeport, CT.

John Brecker

John Brecker

Managing Director, Client Solutions– Insurance & Midwest

About John

John is a Managing Director where he is responsible for leading the firm’s client solutions efforts in the Midwest U.S and Insurance Client Solutions team. In his role, John works closely with institutional clients to find creative solutions to access the private markets through commingled funds, customized managed solutions and strategic partnerships. Over his tenure with Hamilton Lane, John has held numerous roles including Head of Client Solutions in the Americas but has always remained committed to working with clients since his joining. 

Prior to joining Hamilton Lane in 2012, John spent more than five years with Turner Investments, most recently as a Director and Principal with the U.S. and Canada Institutional team. Previously, he was a Financial Advisor with Virginia Asset Management and Waddell & Reed, where he worked with high-net-worth families and small businesses. 

John received a B.S. in Business Administration with a concentration in Finance from the Robins School of Business at the University of Richmond. He is a Chartered Alternatives Investment Analyst.

Brent Blonkvist

Brent Blonkvist

Co-Founder; Managing Principal, Palingen
About Brent

Brent most recently served as President of Odyssey, a media and technology company creating a space for more civilized conversation online. Brent started his career at HSBC, where he worked in the Structured Finance & Advisory group focused on the energy sector. Brent is also a co-founder of The Long Drink Company and a founding advisor at Avenir Growth Capital, a growth equity firm with over $2B AUM.

After spending a decade in New York City, Brent moved back to his hometown of San Antonio, Texas in 2022 with his wife, Alex, and their two children, Clementine and Kit.  Since then, they have welcomed a third child, Lumina. They attend First Presbyterian Church of San Antonio.

Brent holds a B.S. in international business and finance from University of North Carolina at Chapel Hill.

Brent serves on the national board of Generous.Life (NYC) and Texas Biomedical Research Institute Founder’s Council (San Antonio).

Phil Shaffer

Phil Shaffer

Senior Lead Advisor | Director of Institutional Services

About Phil

Phil brings 35 years of institutional asset management experience to the firm. His passion for creating highly tailored strategies has led to his recognition as an innovator in the institutional consulting industry. He proudly believes in, and advocates for, building collaborative and transparent partnerships with clients.

Prior to joining Hamilton Capital, Phil founded Halite Partners, an independent RIA providing investment advisory and planning services for families and institutions. Previously he served for twenty-five years as Managing Director at Morgan Stanley Wealth Management where he co-founded Graystone Consulting.

Phil’s experience and leadership in the investment industry have earned him recognition as one of Barron’s Top 100 Financial Advisors in the U.S. and as one of the Top 10 Institutional Consultants in America. He is an honors graduate of the College of Wooster and received the CIMA® designation from the Wharton School of Business and the Investment Management Consultants Association (IMCA).

Phil and his wife Melissa are active in the philanthropic community, donating significant time and energy to non-profits related to city transformation, improving education, alleviating poverty, economic empowerment, racial reconciliation, and ending human trafficking.

Ben Patterson

Ben Patterson

10vc, Co-Founder

About Ben

Ben has been investing in early stage startups for over a decade, helping companies grow from their first hires all the way to IPO. His portfolio includes platforms such as Remitly, Luminar, Aurora Solar, Maxwell, Anduril, Loom, and Twelve among others.

Tom Mallon

Tom Mallon

General Partner | Perpetuate Capital
About Tom

Tom Mallon is the Co-founder and Chairman of the board of Regent Surgical Health. He is responsible for converting the company to an Employee Stock Ownership Plan

Tom has significant experience in real estate, venture capital funds, turnarounds and physician recruitment.

Jeff Smith

Jeff Smith

Founder, CHRP

About Jeff

Founder

  • 25 years directing business into the pro-social space, merging profit, purpose, and pop-culture.

  • Founder 6X Corporate, 3X NPO

IMPORTANT INFORMATION:

When you finish registering and click the “Submit” button, you will be automatically redirected to The Henderson Resort website to book your room(s).

Your registration is not complete until you book your room(s).