How Regulatory Changes and A.I. Technology are Driving Opportunities to Grow 401(k) Assets

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Speakers

Louis Rosenberg
Founder
Unanimous AI

Dr. Louis Rosenberg is CEO and chief scientist of Unanimous AI, a California company that amplifies human intelligence and decision-making using AI algorithms modeled after natural swarms. Rosenberg earned his PhD from Stanford University in the early 1990s, his doctoral work pioneering the fields of Virtual Reality and Augmented Reality. While a researcher at the U.S. Air Force Labs, Rosenberg created the ‘Virtual Fixtures’ system, the first functional Augmented Reality platform ever built. Rosenberg then founded Immersion Corporation (NASDAQ: IMMR), an early Virtual Reality company, and Outland Research, an early Augmented Reality company. Rosenberg has also worked as a tenured professor at California State University (Cal Poly), teaching design and entrepreneurship. He has been awarded over 300 patents for his technological efforts.

Megan Gunsorek
Advisor Consultant Tax recovery

Megan Gunsorek is an R&D (Research and Development) Tax Credit Consultant, helping business owners & companies receive overlooked Federal and State incentives & rebates that they are entitled to. Partnering with Financial Advisors and CPAs, she facilitates their clients through the R&D Tax Credit retrieval process and offers a retrieval program that is Circular 230 compliant. In 2019, Megan was a speaker at theCalCPA Conference in Burbankpresenting on the R&D Tax Credit. Megan graduated as Degree Marshall from Cornell University. Her experience includes Controller for Trident DesignInvention Services, owner of a restaurant, 614 Magazine columnist, and Encinitas Chamber of Commerce Marketing Director.

Passionate about facilitating others to reach their maximum potential,Meganserved through AmeriCorps and continues to service her community through volunteering and hosting business and personal transformation events.

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.

Thomas Frost
Founder
The 401(k) Plan Company

Tom Frost is founder of The 401(k) Plan Company. Built by advisors, for advisors, its mission is to connect and align industry partners across the nation in a coordinated manner through economies of scale. Mr. Frost's vision is to improve 401(k) nationally in collaboration with other advisors to provide clients welcome clarity and value amidst a litany of confusing patchwork state initiatives.

Bringing decades of experienceand numerousindustry partners to a unique platform, Mr. Frost'sfirm allows multiple advisors to enjoy shared digital marketing and geofencing to reach brand new markets with pinpoint precision and without any competitive pressure. The 401(K) Plan Company is paving the waynationally for how advisors consult locally, market digitally, and manage investment programs in service to employers and employees.