Speakers
Randy Carver, CRPC®, CDFA®, CEPA® | President & Founder, Carver Financial Services | RJFS Registered Principal
Randy Carver is the founder and president of Carver Financial Services, which he established in 1990. With nearly four decades of experience in the financial services industry, Randy is known for helping clients align their wealth with their life goals through comprehensive financial planning and investment management. He has earned national recognition as one of America's top financial advisors and is a frequent contributor to major financial and news media outlets. An entrepreneur, author, and speaker, Randy is passionate about helping individuals and families simplify their financial lives and pursue their vision of success.
Dan McGinnis, CFP®, CEPA®, CPFA® | CFS Partner | RJFS Financial Advisor
Dan McGinnis, CFP®, CEPA®, CPFA® is a Partner at Carver Financial Services and Financial Advisor at Raymond James, where he helps families, business owners, and organizations navigate financial planning, investment management, retirement plans, and business succession strategies. Most recently, he earned the prestigious Certified Exit Planning Advisor (CEPA®) designation, further enhancing his ability to help business owners maximize value, prepare for ownership transitions, and achieve their long-term goals. A Cleveland native and Kent State University graduate, Dan is passionate about building lasting client relationships and delivering personalized financial guidance.
Browning Mank
Browning Mank is Head of Sales at TaxStatus, bringing decades of experience across wealth management - including a long tenure at Fidelity Investments as an advisor and a leader of sales and strategy across retail, regional, and institutional channels. Her career spans corporate, entrepreneurial, RIA, CPA, and fintech environments, giving her a firsthand understanding of the challenges advisors and CPAs face every day. At TaxStatus, she helps firms unlock IRS-sourced client tax data to build complete financial pictures, uncover hidden assets, and drive organic growth through fiduciary planning services.
Julia Fuentes, CIMA®, WMS® | Financial Planning & Coaching Strategist
Julia Fuentes, CIMA®, WMS™, currently serves as Vanguard's financial planning & coaching strategist, responsible for growing and enhancing financial planning offers designed to support Vanguard's financial advisor partners. Since joining Vanguard in 2008, Mrs. Fuentes has assisted financial advisors with their investment strategy, practice management, and sales needs. She has also offered investment solutions and portfolio construction guidance for financial advisors while managing Vanguard ETF® Strategic Model Portfolio service.
Prior to Vanguard, Mrs. Fuentes was a financial specialist with Wachovia Securities and a credit manager at Wells Fargo Financial. She earned her B.S. in finance and marketing from Bloomsburg University.