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Scott Freeze is the President of Street One Financial. He graduated from West Chester University and began his career in finance at The Vanguard Group, moving up the ranks to Supervisor of Vanguard Brokerage.\n\nFrom there, Scott joined Knight Capital Markets in Jersey City, NJ, working on the Programs\/ETF and Index Desk. A few years afterwards, Scott left Knight to start the Programs\/ETF and Index Desk at Miller Tabak in Manhattan.\n\nScott has been involved in ETFs from both a trading\/execution and a product strategy standpoint since the beginning of the decade. He brings his relationships with RIAs and institutional portfolio managers to Street One where he helps construct better portfolios, and recapture basis points that would otherwise be lost in the marketplace, through better trade execution. Scott holds the Series 3, 4, 7, 24, 53, 55, and 63 licenses.

Scott Carver is president and co-founder of PlanSource, an independent benefits exchange and platform technology provider headquartered in Orlando, Florida, with offices in Salt Lake City, Utah; Boulder, Colorado; Spokane Valley, Washington; and Charleston, South Carolina. 

As Senior Consultant with Bottom Line Solutions, Scott Cantrell provides brokers, agencies, carriers and other insurance industry vendors with comprehensive and customized sales and marketing strategies.Not only does Scott work to develop the most complete sales and marketing programs, he also helps integrate them into the organization through detailed and interactive training and evaluation. This interaction with senior management, line managers, producers and sales reps alike is what makes Bottom Line Solutions so effective at producing significant, positive results.Scott has a rich background as a professional communicator, trainer, & strategic marketer. For years, he’s worked as an independent consultant across industries taking the best practices from one industry and successfully applying them in others. His focus as well as that of Bottom Line Solutions is to work with a client to determine their current, specific situation and then develop a detailed plan and system to achieve the client’s vision and goals as efficiently as possible.Scott is a frequent speaker at industry events and serves on the faculty of Norvax University, the NAHU-endorsed national broker training program. He is the author of numerous articles and white papers and the acclaimed Business Building for Brokers marketing system.

Saundra Davis is a financial coach, educator and consultant. Saundra holds a B.S. in Management and a M.S. in Financial Planning from Golden Gate University. As founder and CEO of Sage Financial Solutions, Inc., a nonprofit agency dedicated to increasing access to financial planning for underserved population, she develops financial education programs for community based organizations and their clients. Saundra is an adjunct professor in the Golden Gate University and University of California at Berkeley Financial Planning programs and serves on the University of California at Berkeley Financial Planning Program Advisory Committee. She is the Secretary of the Financial Therapy Association and an active member of the FPA San Francisco Chapter Pro Bono Committee.Saundra lives in the San Francisco Bay Area (she is a native) with her partner, John. She is a marginal golfer and a wonderful grandmother.