NexGen invites you to an informal gathering over breakfast to hear from professionals in the financial planning space talk about their career paths and provide insight on how they got where they are.  Take a look at our panel:

[IBD] James M. Matthews, CFP®, CLU®, RICP® - Director of Wealth Management at Consolidated Planning, Inc. Since 2005, James has provided financial guidance and education to a diverse clientele including individuals, corporate retirement plan sponsors and their participants. He is a CERTIFIED FINANCIAL PLANNER™ Practicioner and Retirement Income Certified Professional.®

[RIA] Nicholas Deneault, CFP® - Partner at Deneault & Greyard Nicholas has been a professional in the financial services industry since 2006. He worked for Edward Jones before joining Waddell & Reed in 2010. Nicholas received his bachelor's degree in Business Administration with an emphasis in financial services at Kansas State University. He also earned his CERTIFIED FINANCIAL PLANNER™ certification in 2013.

[Wholesaler] Gerry McGillicuddy - Vice President & Regional Director at Dimensional Fund Advisors Gerry  McGillicuddy is a Regional Director and Vice President in Dimensional’s Global Client Group. Based in the Charlotte office,  Gerry works closely with broker-dealer-affiliated advisors on a wide range of topics, from portfolio design and capital markets research to practice management and client communications. Prior to joining Dimensional,  Gerry was a Vice President at Credit Suisse in Asset Management Distribution. He earned a BS in management from Boston College and an MBA from Cornell University. He also attained the Chartered Alternative Investment Analyst (CAIA®) designation.

[Bank/Wirehouse]Brandon J. Gromadzki - Financial Advisor at Bank of America Merrill Lynch Brandon currently serves as a Financial Advisor at Bank of America. In pursuit of this career, he began his professional journey working in a call center at Vanguard, addressing the needs of inbound calling clients in their retirement department. He is currently enrolled in the M.S. Personal Financial Planning degree at Texas Tech University, working towards his CFP designation. Brandon is a University of Virginia graduate and the former mascot of the Cavaliers. 

Members $10
Nonmembers $20
Students $10