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    Alok Deshpande

    CEO and co-founder

    SmartPath and SmartPath Advisors

    (fee-only Financial Wellness space)

SmartPath delivers inspiration, education, and tools to reduce financial stress for main street America. We offer unique financial wellness programs, interactive webinars, individual coaching and innovative web/mobile solutions to employers and graduate schools. SmartPath’s wellness programs are designed to measurably reduce absenteeism, turnover and overall financial stress.

Alok’s background includes consulting at Bain & Co, an MBA from Havard Business School and a bachelor’s in business from Emory University’s Goizueta Business School.  

    Gwen Garrison 

    President/Financial Advisor

    LifePlan Financial Advisors

    (fee-based broker-dealer world)

One of Gwen Garrison’s strongest passions is helping women improve their financial situation, despite the challenges they face. Prior to forming LifePlan Financial Advisors, she earned a bachelor’s degree in Communications from the University of Georgia. Working for advertising and PR firms, she spent the next 15 years explaining complex medical, scientific and technology subjects in understandable ways, and she owned her own firm for five years.

A high-pressure, deadline business and three children under 5 did not mix well, so she changed careers in 1997. Gwen decided to become a financial advisor to help people make better financial decisions. She obtained her securities and insurance licenses, along with intensive training. Each year she completes more than 40 hours of continuing education.

After four years with a financial planning firm in Atlanta Gwen founded LifePlan Financial Advisors, Inc. in 2001. Out of the 200 families she serves, about 70% are headed by women. They appreciate her experience as a working single mom, as part of a blended family, and as a caregiver for her father. She understands the stressful demands of women’s lives first hand.

  Alan Moore

  CEO & co-founder of XYPN

  CEO of AdvicePay

  (fee-only RIA world)

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms.

Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, and a 2020 Icon & Innovator″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors.

2020 Icon & Innovators by Investment News

XYPN was recognized as the Best Place to Work by Inc Magazine in 2019

XYPN is one of the fastest-growing companies in the US  by Inc Magazine in 2018 & 2019

    Em Walker

    Founder & Senior Managing Consultant

    Strategic Compliance Consulting

Em Walker, M.P.A., Senior Managing Consultant of Strategic Compliance Consulting, LLC, based in suburban Atlanta, GA. Em has over 17 years of combined regulatory and financial services industry experience. This experience solidified her extensive knowledge of state and federal securities laws, and the corresponding compliance examination and investigative techniques.

Prior to establishing Strategic Compliance Consulting, Em was a state securities regulator serving as the Director of Securities Registration and Licensing for the Georgia Securities Division. As Registration and Licensing Director, she was responsible for managing all aspects of Securities Registration, Broker-Dealer, Investment Adviser, Agent, and Representative licensing and examination responsibilities pursuant to the Georgia Uniform Securities Act and its predecessor, the Georgia Securities Act of 1973. Additionally, Em was the CRD/IARD Administrator for the State of Georgia, managing access to registration applications and reporting tools for the Securities Division. Em was also an active participant in NASAA (North American Securities Administrators Association) committees, serving on NASAA Series 63, 65, 66 Investment Advisory Exam Writing Committee for 4 years, and participating in NASAA Investment Adviser Southeast Zone Meetings during her employment with the Securities Division.

Before joining the Georgia Securities Division, Em worked for a Broker Dealer-Investment Adviser firm in Birmingham, Alabama, and held positions as Assistant Vice President and Investment Officer. Prior to employment within the securities industry, Em served as Vice President of an investment partnership designed to educate women about the intricacies of the financial markets. The partnership also served as a vehicle for community outreach and education for others interested in learning about the financial markets.