Find Your Freedom: Financial Planning for a Life on Purpose

Jamie P. Hopkins, CFP(R), Esq., is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA. A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023. He is the author of bestselling Rewirement and the co-author of Your Retirement Sketchbook alongside Bonnie Treichel.

Ron Carson is founder and CEO of Inc. 5000 firm Carson Group, a Barron's Hall-of-Fame wealth advisor, one of Forbes' top wealth advisors in America, radio talk show host and New York Times bestselling author. Throughout his 37-year career as a financial advisor and industry icon, Ron has always believed in fulfilling a deep-seeded purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance and full transparency when it comes to planning their financial future. This mission – and Ron's own success as one of the most celebrated and respected independent advisors in the country – has attracted the attention of thousands of advisors hungry for a recipe for success in improving their own businesses and better serving their clients.