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Speakers

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Trevor Terrell
Vice President of Sales
Innovator

Trevor joined Innovator Capital Management in 2017 and is vice president of sales, responsible for distribution and marketing efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he was SVP – head of sales at Elkhorn Investments and spent time in several sales positions at Invesco PowerShares. Trevor holds a bachelor’s degree from Taylor University and also maintains the series 24, 7, 66 and 63 FINRA licenses.

Wes Mathews, CFA
Director of Portfolio Solutions
Milliman Financial Risk Management

Wes is the Director of Portfolio Solutions as part of the Business Development group within Milliman Financial Risk Management. This group works with financial institutions and corporations on financial and capital markets risk management. Wes partners with portfolio managers, broker/dealers, model strategists and other asset managers to help determine how Milliman’s various Managed Risk Strategies can be used most effectively in investment portfolios.