CUSO Financial Services’ Post

Special thanks to this talented team whose efforts made the Gold Pacesetters Conference possible! Their contributions behind the scenes were invaluable, and we couldn't have pulled it off without them. Brandon Pane, Clara Peterson, Brian Boring, "Crash" Gordon P., Shawn Brown, Sherwin Williams, CJ Bones and our photographer, Chris Banks. #teamwork

This morning, the 2024 Gold Pacesetters Conference was packed with engaging panels, and a glimpse into our future with LPL Financial. Attendees had an afternoon of relaxation and fun with beachside games, music and a classic BBQ cookout.    Thanks to all of today's panelists and presenters: Christopher Cassidy, Andrew Cadruvi, Travis Grimm, Kirby Horan-Adams, CFA, Marc Zabicki, CFA, Dr. Naomi W., Jeng Chiu, JD, CFP®, John Harris, Len Ludovico, John Picone, Kathy Bostjancic, Stephen Dover, Marta Norton, CFA , Stephania Vielma, Brian Bichler and Kevin Mummau Allianz, AssetMark, First Trust, Brighthouse Financial, Franklin Templeton, Jackson,Lincoln Financial Group, Lord, Abbett & Co. LLC, Morningstar, Nationwide, Orion, PIMCO, Sammons Retirement Solutions, Security Benefit, SEI, Simplicity Group, Delaware Life Insurance Company, A Group 1001 Company and United Life Insurance Company #Recognition #wealthmanagement #Networking #Collaboration

A great welcome celebration with our Gold Pacesetters in St. Thomas. Friends, fun and festivities! #bestofthebest #creditunions

Celebrating Our Hall of Fame. The best of the best in the financial institutions channel together for the Gold Pacesetters Conference. Congratulations on your success! #wealthmanagement #financialadvice

Exciting news for our Financial Institutions Channel at Atria Wealth Solutions: We are joining forces with LPL Financial! This strategic move enhances our commitment to providing the financial institutions who are our clients — #creditunions and community #banks alike — an unparalleled platform for growth and service excellence for financial institution wealth management programs.