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Rachel D. Hyman is President and Executive Director of The Family Wealth Alliance. In this role, Rachel leads day-to-day operations, team management, relationship management, and business development for FWA. Rachel brings extensive experience in public, private, start-up, and non-profit entities such as E*Trade, Motorola, Oracle, and Kellogg School of Management. She built her career creating and nurturing strategic relationships at every level inside and outside an organization, and is a passionate catalyst across stakeholders, leveraging the power of exceptional communication and collaboration. Rachel is driven to make a positive impact through personal relationships and strategic initiatives at every stage of our growth. |
Rachel Hyman
Dennis Moseley-Williams
Founder
Dennis Moseley-Williams Strategic Consulting
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Dennis Moseley-Williams is an expert in customer experience, which is the predominant economic offering in the world today. He delivers captivating presentations that teach organizations how to create transformative experiences for clients, customers, and employees. |
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Dennis is the founder of Dennis Moseley-Williams Strategic Consulting and co-founder of the Serious Shift Community for financial advisors. He’s a pioneering member of The World Experience Organization and a contributor to several online experience design courses for advisors. Dennis is also the author of Serious Shift: How Experience Staging Can Save Your Practice, a guidebook on how the experience economy can be adapted specifically to the financial services industry. |
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Founder
The Family Wealth Alliance
Tom Livergood founded The Family Wealth Alliance in 2003 and later created a sister company called Bespoke: The Private Family Advocate. Tom grew up in a third-generation family business in Central Illinois that was sold while he was in college in the 1970s. After that, he simply grew up in this business - first as a financial planner in the 1980s with CIGNA, then as a private banker with the Harris Bank of Chicago in the 1990s. In the early part of the 2000s, Tom was a Director at Family Office Exchange, charged with starting their MFO community.
Named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, he has held many volunteer positions, including being a founding national director of the 30,000-member Financial Planning Association at the time of its merger in the year 2000. Tom also held the CFP® certification from 1995 through 2008.
Tom and his organizations have been recognized as innovative leaders in the family wealth space. He has spoken at numerous gatherings throughout North America - including three times at Schwab’s IMPACT, as well as in London and Hong Kong. Tom has also appeared and been quoted in national print, broadcast, and online media. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.
Behavioral Scientist
Morningstar
Danielle Labotka, Ph.D., is a behavioral scientist at Morningstar. She conducts original research to understand how investor and advisor behaviors and biases affect financial decision-making. Before joining Morningstar in 2022, Labotka was a research fellow at the University of Michigan working on NSF-funded projects. Her work has been published in academic journals such as Cognition and Frontiers in Psychology. Labotka holds a bachelor’s degree in anthropology and comparative human development from the University of Chicago. She also holds her doctorate in psychology from the University of Michigan.
Chief Revenue Officer
Clearwater Capital Partners
Katie Berganske-Frank is the Chief Revenue Officer of Clearwater Capital Partners and an executive member of the firm’s Operating Committee.
In her position as Chief Revenue Officer, Katie plays a pivotal role directly guiding Clearwater’s long-term growth strategies. She is responsible for the development and implementation of the firm’s business development initiatives, client experience standards, and directing the firm’s brand messaging across all channels.
Katie’s efforts are the primary driver for sharing the firm’s mission of making life-changing impact in the lives of our clients and their families.
President
TFO Family Office Partners
Scott has over 30 years of experience helping families connect their wealth and purpose, empowering them to live the life they want. As the President of TFO Family Office Partners, Scott is responsible for overseeing all services provided by the firm with the goal of making sure clients enjoy an outstanding experience with our team. He has extensive experience delivering a wide array of wealth management services and strives to deliver integrated, comprehensive solutions aimed at simplifying our client’s lives and providing peace of mind. Scott has over 20 years of experience in leadership roles in the multi-family office space and serves on the TFO Family Office Partners’ Operating, Investment, and Executive Committees.
Director of Client Experience
Class VI Family Office
Dalyce Tinoco is the Director of Client Experience and a co-founder of Class VI Family Office, which launched as a Registered Investment Advisor in September 2016 and has since grown to serving 100 client families and managing $1.1B in assets. Dalyce has 14+ years of experience in wealth management. Prior to Class VI she was a Financial Planner at Key Private Bank, where she earned her CFP® designation and started developing her expertise with business owners. Before shifting her career to finance, she worked in real estate and non-profit.
As Director of Client Experience, Dalyce is focused on improving and enhancing the client experience and ensuring the highest level of service and attention for all our client families. As one of the team’s Financial Planners, she works with Class VI clients to address retirement, cash flow, tax & estate planning, and other financial goals.
AVP, Senior Territory Manager & Family Office Development Executive
PURE Insurance
Kristin Rainey With over 30 years of experience in the insurance industry, Kristin has dedicated more than a decade to specializing in high-net-worth solutions. Currently, she is the AVP, Senior Territory Manager, and Family Office Development Executive for PURE Insurance.
Throughout her career, Kristin has excelled in various roles, including broker and underwriter, demonstrating a strong ability to build lasting relationships while driving significant growth. A committed professional, Kristin holds the CISR- Elite and Family Office Risk Management certifications and is on track to complete her CPRIA later this year. She is an active member of the Women’s Leadership Council at PURE, where she champions initiatives aimed at the education and advancement of women. Additionally, Kristin is a dedicated mentor to many team members. Outside her professional endeavors, Kristin resides in Beaufort, SC, with her husband and three sons.
Associate Board Member
CYMI Holdings
Clare Mathile is a board member of her family office and a member of the Governance Task Force dedicated to preparing governance structures for the next generation. Prior to this, Clare worked as a Certified Public Accountant (CPA) specializing in banking audit at Ernst & Young (EY), where she gained extensive experience in financial compliance and risk management. Her combined background in finance and governance equips her with the insight needed to help guide the family office toward sustained growth and adaptability.
Executive Partner
Brick & Bond Inc.
Bryce True is a third-generation family member of a Casper, WY based firm initially founded in the oil & gas sector. Over the last 76 years, the family organization has grown from exploration & production to include several oil field related companies, a community bank, ranches, an AI firm specializing in pipeline leak detection, a real estate startup and a myriad of family office investments.
The family ownership structure has grown and shrunk as branches left to pursue their own passions. Currently, there are two remaining second-generation owners, six third-generation and the potential for fifteen+ fourth-generation owners of the 18 operating businesses closely held by the family. Bryce started his career with the family as a bank teller and finished several years of training as Assistant Vice President of Client Treasury Services. After graduating from the Graduate School of Banking in 2021, Bryce left day to day operations and joined Hilltop Bank’s Board of Directors in 2022. Also in 2021, Bryce helped found Brick & Bond, the real estate firm charged with addressing the family’s commercial properties and to help develop their downtown.
As the Executive Partner for real estate operations, Bryce overseas the company’s development portfolio, long-term hold portfolio as well as real estate investment functions for his branch’s informal family office. In addition to the day-to-day operations of the real estate sector, Bryce serves on the Executive Committee with 3 other owners providing general oversight to all operations, with specific downlines in ranching, trucking, oilfield retail and drilling operations. He serves on the Board of Directors for Infinite Outdoors, another startup but this one focused on expanding access to private lands through a reservation and mapping application.
On the horizon, Bryce sees more need for governance, organizational and employment clarity due to the breadth and complexity of family dynamics in operating businesses. Family charters and employment committees have provided some framework, but there are still a few hurdles to overcome on the road ahead. Good advice and transparency will be key to their success.
Co-Founder
Wellth Works
Ella Chase Hyland is the co-founder of Wellth Works, a professional consulting organization which develops authentic leaders and flourishing families, showing people that they create success while integrating a holistic approach to family wealth. She is a 7th generation asset recipient from a hundred-plus-year family who has seen the burdens and blessings of complex, multi-generational preparation and transfer.
Ella is a dynamic and innovative speaker, facilitator, and mentor. She is a recognized authority on the psychology of leadership, negotiations, and organizational turnaround. Before launching Wellth Works, Ella spent a decade in sales consulting Fortune 200 companies and private enterprises on disaster recovery and business continuity strategy via emerging technology platforms (think about the “cloud” before it was commonplace), closing over $1 Billion in sales.
Ella currently serves in a board of director position with her family’s ownership corporation, and is on the executive committee of their family council. She is a certified CTI professional coach, a Northeastern University alumnus, having graduated summa cum laude with dual bachelor’s degrees. You can find Ella traveling the globe, exploring new cultures and adventures, especially those that involve being in, or on, water.
CEO
Unchained
Todd Brook is a seasoned veteran in the technology and marketing industry, boasting over 23 years of experience. As the founder and CEO of Envisionit, an award-winning, full-service digital marketing agency, Todd leads a team of 60 full-time employees and numerous contractors to drive growth across various industries, particularly in fintech, CPG, and destination marketing.
In addition to his role at Envisionit, Todd co-founded Empowered, a London-based company dedicated to fostering culture and high performance within organizations. Through Empowered, he helps organizations build strong, engaged teams that perform at the highest levels.
Todd's latest venture, Unchained, helps businesses harness the power of AI to boost efficiency and productivity. Unchained offers comprehensive AI programs that include onboarding, leadership alignment, policy governance, strategic planning, and ongoing AI consulting. Todd actively coaches executive teams to embrace AI and drive transformative growth in their organizations.
Senior Editor & Elections Analyst
The Cook Political Report
David Wasserman is the Senior Editor & Election Analyst for nonpartisan newsletter The Cook Political Report with Amy Walter and a contributor to NBC News. Founded in 1984, The Cook Political Report with Amy Walter provides analyses of U.S. presidential, Senate, House, and gubernatorial races. The New York Times called The Cook Political Report with Amy Walter “a newsletter that both parties regard as authoritative.”
Wasserman’s data-driven forecasting looks at both national and local trends, the relationship between consumer brand loyalty and voting, and what the future holds for American elections. Wasserman has served as an analyst for the NBC News Election Night Decision Desk since 2008 and has also appeared on Fox News, CNN, and NPR. His commentary has been cited in numerous publications including the Wall Street Journal, the Economist, POLITICO, and the Washington Post. In 2018, his groundbreaking interactive collaboration with FiveThirtyEight, the "Atlas of Redistricting," took top prize for News Data App of the Year.
An enthusiast for data and maps, Wasserman serves as a contributing writer to the Almanac of American Politics. A frequent speaker and guest lecturer, he has shared insights into the latest political trends with audiences at Harvard's Institute of Politics, the Dole Institute of Politics, and the University of Chicago Institute of Politics – where he was named a resident Pritzker Fellow in 2019. A native of New Jersey, Wasserman is a graduate of the University of Virginia, where he was awarded the 2006 Emmerich-Wright Outstanding Thesis prize.
Chief Practice Officer
Aspiriant
Lynne currently serves as the Chief Practice Officer for Aspiriant where she has responsibility for leading all client service lines across the country encompassing client growth, strategic planning, service delivery and optimal resource allocation. She specializes in strategic planning, business development initiatives to grow revenue while concurrently coaching the next generation, and succession strategies to resolve interrelated objectives for all generations of the firm or family.
She has more than 20 years of experience working with high net worth individuals and families. Previously, Lynne was CEO of Perelson Weiner, a Best of the Best New York City-based high net worth accounting firm; President of Wealth Architects, a Silicon Valley based Registered Investment Adviser; and Partner-in-Charge of one of the largest multi-family offices in the United States during her 12 years with Seiler LLP. Lynne is the co-founder and Chair of Strategy of the Women Business Collaborative, an unprecedented alliance of 50 women’s organizations and millions of executives collaborating to accelerate change for businesswomen.
She formerly chaired the Board of Watermark, the premier women’s networking organization in Silicon Valley. She also served as Vice Chair, Strategy and Emerging Technologies Section, for the American Accounting Association and Co-Chair, Business Transformation Committee, for the PrimeGlobal International Association. Additionally, Lynne received Silicon Valley’s 2014 Women of Influence and Women Who Make Their Mark awards. Lynne is certified by Harvard’s Executive Education in Leading Professional Services Firms and attended Northwestern University.
She is a frequent keynote speaker and panelist on succession planning, strategy and culture, business innovation, multi-generational family issues, and women’s leadership. Passionate about art, Lynne’s travels always include visits to the local art museums. She plays keyboards, loves music and supports local farmers by shopping at farmer’s markets in beautiful California.
Director of Strategic Growth
Altair Advisers
As Director of Strategic Growth, Bill leads growth strategy, process, and implementation for the firm. Bill has over 25 years of executive experience in financial services. By focusing on client objectives, he has a proven record of successfully leading and coaching teams to deliver an excellent client experience. His background includes senior roles at large financial institutions and an investment management firm. Areas of expertise include investment management and advisory, practice management, financial planning and banking for affluent individuals and families. Prior to joining Altair, Bill was Market Head of HSBC Private Banking for the Central United States and Managing Director in BMO Private Bank.
He completed executive education at The Wharton School and the University of Texas, holds an MBA with distinction from DePaul University, and a bachelor’s degree from the University of Illinois at Urbana-Champaign. Bill is a Certified Investment Management Analyst® professional and Certified Private Wealth Advisor® professional. Outside of Altair, he serves as nonprofit board member for the Barrington Area Community Foundation as Chair of Donor Stewardship and WINGS Program, Inc. as Treasurer and Chair of Finance and Investment committee.
In addition, Bill volunteers at the Investments & Wealth Institute reviewing potential questions on CIMA® exams. B.A. in Economics, University of Illinois at Urbana-Champaign MBA with distinction in Finance & International Business, DePaul University Certified Investment Management Analyst® professional Certified Private Wealth Advisor® professional Personal interests: Active fan of Labrador Retrievers, youth hockey, and listening to audiobooks/podcasts.
Regional Head of Business Development
Wealthspire
Sheila Schroeder is a business development consultant and currently leads business development for the West Coast region for Wealthspire, a national RIA with $27B AUM. In addition to introducing new clients to the firm, she collaborates with advisors to expand their individual COI (center of influence) networks to support their own client development efforts and onboard new clients. Sheila has over 25 years of financial services experience in equity capital markets and private wealth. She believes that engaged client relationships are forged by working together to create strategies and options for clients to meet their personal and financial goals. In her personal time, Sheila works with several non-profit organizations in leadership and fundraising roles, including serving as a member of the Chautauqua Institution Foundation Board and the Bay Area Leadership Council for the Center for Reproductive Rights.
She previously served as President of the Board of Trustees of the San Francisco Waldorf School. In 2015 Sheila co-founded Electing Women San Francisco, a Political Action Committee supporting national campaigns of female Democratic US Senate and Gubernatorial candidates. Sheila regularly leads financial literacy workshops, speaks frequently on financial empowerment and financial planning issues, and coaches individuals on navigating their financial lives.
In her free time, Sheila enjoys running, hiking, trying out the weekend recipes in the WSJ, reading with her amazing book club, and hanging out with her twins. She recently finished writing her first book, Money Talks, and is now focused on finding a publisher.
Counsel
ArentFox Schiff
Chris helps clients discern their wealth transfer objectives and implement structures that fit those objectives.
Chris also advises clients in the post-death administration of estates and trusts, and enjoys forming long-term relationships with his clients as a trusted advisor who is available for counsel during life’s transitions.
In addition to his career in private practice, Chris gained experience in the administration of high-net-worth trusts while serving as a senior trust officer of a major national corporate fiduciary.
A prolific writer, Chris founded and manages “Planning Your Future,” a blog that covers tax and estate planning news and trends. As a graduate student in Rome, he served in the United States Air Force Reserve’s Chaplain Candidate Program.