Ed Moore, CFP,® has been in the financial services industry for 35 years. He started with Waddell & Reed in 1986 as a financial advisor. In 1990, he was fortunate enough to join Ric Edelman at Edelman Financial Services. When he joined as a financial planner, he was the firm’s sixth employee. As the firm grew, he helped train and manage all of the financial advisors. In 1995, he became President and served as the number two to Ric during his time there.
During his tenure, he helped lead the firm’s organic growth from one office in one location to 45 offices with 150 planners from coast to coast. In 2005 Ed helped lead the creation of the Edelman Managed Asset Program, a fee-based program that ultimately grew to $25 billion in AUM. As part his leadership roles there, he led and helped train financial planners, served on the Executive committee, Investment committee as well as the firm’s Board of Directors. He retired from the firm in 2020 as the longest tenured employee having passed the 30-year milestone.
Today, Ed serves as a special advisor with DACFP, sharing information about the benefits of the Certificate Program in Blockchain and Digital Assets. He also is a consultant with DeVoe & Company, helping RIA firms grow their practices.
Ric Edelman, DACFP founder, ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and founder of the nation’s largest RIA. He is a leading financial educator and champion of improving financial literacy for all Americans. After hosting an award-winning radio show for 32 years, Ric now hosts the daily podcast, The Truth About Your Future with Ric Edelman.
Ric has also produced several award-winning specials for Public Television, and is a #1 New York Times bestselling author of 12 books on personal finance. His newest, The Truth About Crypto, is a #1 Amazon bestseller.
Non-fungible tokens are the big new thing in crypto, and this session will show you what NFTs are, how they work, and why this new category of crypto is capturing so much attention. 1 CFP, IWI and CFA CE credit
Part 1: Learn the Basics Part 2: How to Invest & Advise
Jacki combines her love of art, a career in print media, and MBA in global supply chain and logistics to deliver and promote web3 programs committed to ESG, DEI and service-driven initiatives. As chief NFT strategist for My Crypto Advisor, she specializes in roadmap creation and web3 business development. She has been educating individuals and professional groups on blockchain technology since 2019, appearing in numerous speaking roles, podcasts, and launching two industry brands. She creates NFT art under her personal brand, Whelmness Pro, exploring Metaverse solutions that address real-world problems.
Decentralized Finance and Decentralized Autonomous Organizations are outgrowths of blockchain technology – with the potential to disrupt the business of finance on a global scale. In this module, you’ll discover what DeFi and DAOs are and why they cannot be ignored. 1 CFP, IWI and CFA CE credit
Don has a 20-year career of creating and producing “first-of-its-kind” buyside conferences, webinars and roadshows for financial professionals.
He was Co-Founder & President of Inside ETFs, the industry’s largest and most successful conference, and Chief Operating Officer, Executive Vice President and Board Member of ETF.com. Don also created Inside ETFs Europe (that continent’s largest ETF event), Inside Commodities (the largest institutional-focused US-based commodities event) and Inside Fixed Income (the world’s largest independently run fixed-income event).
After leaving ETF.com, he founded JV Events Group where he created “institutional investor only” events including the Liquid Alternative Strategy Summit, MLP Strategy Summit, Smart Beta Strategy Summit, ETF Strategy Summit and the Digital Asset Strategy Summit. He sold JVEG to DACFP in 2020 and became its president.
Prior to ETF.com, Don was a Managing Director of Strategic Research Institute, where he created and produced the world’s largest hedge fund conference (Blue Ribbon Hedge Fund), Europe’s largest secondaries conference (Saving Private Equity), and the world’s second largest indexing conference (The Art of Indexing). He also ran SRI’s Alternative Investments Group, which generated 40% of the firm’s revenues. Don is a lifelong “Wildcat” with a Bachelor of Science in Business Administration degree from the University of Arizona. He’s also an avid runner, with three marathons to his credit. He, his wife and two daughters live near Atlanta.