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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Olivier Martinez

CEPA , CFP, CLU, CEPA

Experience

  • Vice President, Financial Advisor, Vice President, Morgan Stanley Lynch Wealth Management, Jan 2026 - Present · 1 month
  • Senior Financial Advisor, Vice President, Merrill Lynch Wealth Management, Jan 2020 - Dec 2025
  • Financial Advisor, Waddell...

ABOUT OLIVIER

Experience

  • Vice President, Financial Advisor, Vice President, Morgan Stanley Lynch Wealth Management, Jan 2026 - Present · 1 month
  • Senior Financial Advisor, Vice President, Merrill Lynch Wealth Management, Jan 2020 - Dec 2025
  • Financial Advisor, Waddell & Reed, Apr 2014 - Jan 2020 · 5 yrs 10 mos
  • Registered Representative, Farmers Financial Solutions, Aug 2013 - Mar 2014 · 8 mos

Education

Certifications:

  • CFP®, CPWA®, CLU®, CEPA®, CPFA®