Speakers

Ron Carson is Founder and CEO of Carson Group, which serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners.

Ron first began honing his core principles while working from his dorm room at the University of Nebraska in 1983. Those principles are: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually and innovate… Read More

Burt White serves as Carson’s Chief Strategy Officer, helping steer the company’s strategic focus as a member of the executive board.

In his role, his primary responsibility is to augment and elevate Carson’s opportunities for growth across the entire spectrum of corporate and investment strategy. Harnessing the power of the firm’s experienced Investment Research team, Burt advances Carson’s ability to deliver an unparalleled wealth management experience for partner firms, transform the… Read More

Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation’s fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She’s been featured in The Wall Street Journal, Barron’s, NASDAQ and MarketWatch. In 2023, Erin was recognized… Read More

Ryan Detrick serves as Carson’s Chief Market Strategist. In his role, he is responsible for advancing Carson’s Investment Research team, delivering market insights and expanding the firm’s investment platform. Beyond this, he provides research and guidance that drives growth for the more than 130 Carson partners who collectively manage $20 billion in assets.

Prior to Carson, Ryan spent six years at LPL Financial, most recently serving as their Chief Market Strategist. At LPL, he was responsible… Read More

Samantha Allen will be joining us as Vice President of Digital Marketing on Tuesday, July 27th, reporting
to Mary Kate Gulick, Chief Marketing Officer. Samantha will be responsible for digital and social media
marketing strategies for all major external communication purposes—consumer brand growth,
consumer lead generation, advisor recruitment, M&A and industry thought leadership. She will act as
the point person for strategy PR, Advisor Marketing and Consumer Marketing, providing clear guidance
on digital best practices across all digital marketing channels. Read More

As President of Carson Group, Teri focuses on improving efficiency and the long-term vision of the company, translating that vision into an actionable strategy and tangible properties that get us there.

The first female executive at the firm, Teri has been a key role model for women throughout the company for the past nine years. Her efforts at Carson, in her local community, and within the industry have been recognized by countless publications, including InvestmentNews (Women to Watch)…
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