Terri Kallsen of Rise Growth is an award-winning high growth wealth management executive. Prior to Rise Growth, Terri was the COO of Wealth Enhancement Group and former EVP of Investor Services at Charles Schwab --where she led 7,000 employees and $1.6T in AUM. Previously, Terri was an SVP of Wealth Management at USAA, where she led key enterprise strategies providing high-net-worth members with financial planning, risk management, asset accumulation, retirement income distribution and estate planning. Terri is a University of Chicago Booth School of business graduate, and she currently serves on the CFP National Board of Directors among several other FS/FinTech boards that are complementary.

Prior experience includes CEO, Wells Fargo Advisors; President of both the Private Client Group and Wealth Brokerage Services at Wells Fargo Advisors; and MD and Head of Private Banking & Investment Group at Merrill Lynch.

Tony Leal has worked at Envestnet MoneyGuide since its inception in 1997. As President, Tony focused on overall growth strategy, execution, and operations. He also had technical and management responsibility for the development of the MoneyGuide systems, enterprise customer satisfaction, and was the system architect for all integrations and customized versions of their products. In January 2023, Tony transitioned to a consultant role as Advisor to Envestnet WealthTech. He is focused on overall strategy for WealthTech products across the Envestnet ecosystem. With over 35 years of experience, Tony has played a pivotal role in designing and implementing computer systems for client companies, and he has spent the last 25 years designing, developing, and supporting software systems in the financial services industry. Tony earned a B.S. in Computer Science and Information Systems from Appalachian State University in Boone, NC

Bob joined Wheat First, a Wells Fargo legacy company, in 1992. From 1992 through 2021 he held a variety of leadership positions, including Group Chief Compliance Officer, Chief Governance Officer, Chief Administrative Officer, Chief Compliance Officer, regional director of the Private Client Group, and assistant General Counsel. Bob also served as group risk officer for Wells’ Wealth Investment Management and was responsible for the execution of the enterprise regulatory compliance risk management program in WIM, prior to his role as WIM Control executive. Prior to joining Wells Fargo, Bob served as a special assistant U.S. Attorney for the Southern District of New York on the Securities and Commodities Fraud Task Force. He also worked three years as senior counsel for the Securities and Exchange Commission’s Division of Enforcement.

Pete has over 35 years of experience in the Financial Services Industry. He served as the Head of Operations for Wachovia Securities, responsible for the clearing and custody of $1.4 trillion AUM and a staff of 2000+ associates globally. During that time, Pete headed the largest, retail Books and Records conversion of the time. Pete moved on to utilize his platform knowledge in support of Wells’ Clearing arm in Client Relationship, while aiding the business development team. Pete moved on to serve his numerous industry relationships consulting them on strategic, platform initiatives at Oyster Consulting LLC.; where he later created the Strategic Planning and Execution Practice. His practice currently focuses on Strategic Planning, Platform Consulting, and Negotiation (Clearing and Acquisition). Pete has a proven track record in platform design for financial services firms (Brokerage, RIA, Banking, Insurance, and third-party providers). Through his years in the business, Pete’s success is driven through connecting the relationships he developed and fostered to market opportunities.

Prior experience includes leading branch team performance nationally for Edward Jones. Randy started his career as a Financial Advisor and grew into regional leader with over 1,200 branch teams. He then moved into home office as a Principal and focused on Client Strategies and Client Transitions before leading Branch Team Performance responsible for the strategic direction, training, coaching, and motivation to drive performance across 19,000 Financial Advisors.