After more than 30 years of advisor interactions, the founders of UX Wealth couldn’t find a comprehensive solution that met the needs of today’s advisors and clients. The entire playing field is tilted toward the established and tired status quo, undermining advisor value and client outcomes. Incremental changes are cheered as innovations. The most powerful firms have traded investment advice for being clients’ personal therapists. Portfolio management commoditized. Advice relegated to coaching people to stop buying lattes.Firms like yours should be clearly differentiated in the marketplace, empowered by a technology suite that fuels your service model and validates your fees. Our affiliate firms are breaking the cycle of self-defeating status quo in the industry and setting the pace for growth along the way by doubling down on the power of advice, and building outcomes along the way.

Financial services has touted the benefits of adding alternatives to client portfolios for decades. The problems have always been the same: lack of liquidity, excessive fees, lack of transparency, and underwhelming results. The groupthink surrounding how alternatives are managed and made accessible to the public has not only led to disappointing investment returns but an ongoing ambivalence about the sector.Enter Thor Analytics: a revolutionary investment technology working to disrupt the alternative investment space.With 30 day liquidity, fees that are tailored to benefit investors, and technology that will transform how alternatives are accessed, Thor Analytics provides advisors a distinct and value-creating tool in their portfolio management arsenal.Thor’s proprietary algorithm and data-filtering process brings a different perspective around productivity over traditional alternative investment managers. Thor's process works around the clock to take advantage of more opportunities and executes decisions automatically without human intervention.Thor’s technology can transform access to nearly every futures market including energy, metals, commodities, currencies, agriculture, cryptos and treasuries. By using algorithmic intelligence to establish buying signals, our one-of-a-kind process eliminates emotional reactions and guesswork while allowing our portfolios to react in real-time to changing market conditions. For more information, and for a demo of our technology, please visit www.thoranalytics.com.

Rival Capital is an investment group formed to disrupt the tired norms of the wealth management industry. We find proven and high-capacity ideas, leaders, and enterprises and empower them to transform their space in financial services and financial technology. After 40 years in the investment industry we came to the clear conclusion that incremental changes would only undermine client outcomes. The status of sameness needed a rival.

As the Vice President of Advisory and WealthONE Business Development for National Planning Holdings, Inc. I led a unified advisory team dedicated to growing the revenue, profitability and brand awareness of the NPH Advisory Business Unit and WealthONE.National Planning Holdings is Jackson's affiliated network of four independent broker-dealers: INVEST Financial Corporation, Investment Centers of America, National Planning Corporation and SII Investments.

Responsible for new sales, new producers, and asset retention for Curian Capital's UMA platform in the Independent and RIA channels throughout Colorado. Established relationships in Colorado, New Mexico, Wyoming, Pennsylvania, North and South Carolina. Target clients include select RIA's, LPL, Commonwealth, National Planning Holdings, Park Avenue Securities, Lincoln, MetLife and AXA among others.Was awarded 2008, 2009, and 2010 RBC of the Year for leading the company in grosssales. Was elected by senior management to Curian's Leaders Council in 2008, 2009, 2011 and2012.