Olathe, KS 66061
Advising in the Age of AI
Presented by George A. Fernández, CFP®, MBA, CPBC, Paul Felsch, and Celeste Revelli
In this session, we’ll discuss how financial advisors navigate the rapidly evolving landscape of advisor technology and the impact of artificial intelligence. The overall session will be grounded in the CFP® principles, specifically the duty of care related to selecting, using, and recommending technology.
Continuing Education: CFP (pending), Kansas Insurance two hours approved
About the Speakers:
George A. Fernández, CFP®, MBA, CPBC
George Fernandez is the Director of Financial Planning for Nottingham Financial Group.
With 25 years of experience in wealth management, financial planning product management, and financial planning technology platform management, George is uniquely positioned to bring objectivity to how financial planning technology can be used to enhance the client experience. George has helped hundreds of advisors and several firms with financial planning-related technology selection, vendor management, deployment, and user adoption.
George has held numerous volunteer positions within FPA and the FPA of Greater Kansas City, including CLC Development Committee member, OneFPA Transition Task Force member, and president and chair of the board of directors for the FPA Greater Kansas City Chapter.
George Fernández, MBA, CFP®, previously served on the Board of Directors of the Financial Planning Association® (FPA®) and was the board liaison for the NexGen Community.
Paul Felsch – Helios
Paul Felsch is an attorney and the founder of Helios, a compliance consulting firm that supports investment advisers and investment management firms. He has formerly served as Chief Compliance Officer with Edward Jones, Allspring Global Investments, and Galliard Capital Management, as well as Assistant Attorney General and Special Assistant Attorney General for the State of Missouri. He holds the Series 7, 9, 10, 24 and 66 licenses and is an Adjunct Professor at Saint Louis University School of Law. He has been a featured author and speaker on AI and third-party risk management practices for organizations such as the National Society of Compliance Professionals, the Investment Company Institute, the Mutual Fund Directors Forum, and Fund Directions. He has also been an author and speaker on other topics for the Investment Advisers Association and AdvisorHub. He lives in St. Louis, MO.
Celeste Revelli – Fidelity
Celeste Revelli is Vice President of Financial Planning Integration at Fidelity Institutional, where she leads product strategy to seamlessly embed financial planning and investment platforms for planning through action. Previously, she led AI-driven planning initiatives within Fidelity Wealth (retail). She began her career as a registered advisor and spent over a decade at eMoney Advisor, leading advanced planning support, education, and wellness research programs. She is a CERTIFIED FINANCIAL PLANNER® and is currently pursuing an MBA with a concentration in Behavioral Finance and Financial Psychology. She currently serves on the FPA National Board and contributes to the CFP Board’s AI Working Group and Technology Standards Committee. Celeste is a recipient of the FPA Heart of Financial Planning Award and has been featured in publications such as Barron’s, Wall Street Journal, Forbes, Money Magazine, and US News and World Report.
Advising in the Age of AI
Presented by George A. Fernández, CFP®, MBA, CPBC, Paul Felsch, and Celeste Revelli
In this session, we’ll discuss how financial advisors navigate the rapidly evolving landscape of advisor technology and the impact of artificial intelligence. The overall session will be grounded in the CFP® principles, specifically the duty of care related to selecting, using, and recommending technology.
Continuing Education: CFP (pending), Kansas Insurance two hours approved
About the Speakers:
George A. Fernández, CFP®, MBA, CPBC
George Fernandez is the Director of Financial Planning for Nottingham Financial Group.
With 25 years of experience in wealth management, financial planning product management, and financial planning technology platform management, George is uniquely positioned to bring objectivity to how financial planning technology can be used to enhance the client experience. George has helped hundreds of advisors and several firms with financial planning-related technology selection, vendor management, deployment, and user adoption.
George has held numerous volunteer positions within FPA and the FPA of Greater Kansas City, including CLC Development Committee member, OneFPA Transition Task Force member, and president and chair of the board of directors for the FPA Greater Kansas City Chapter.
George Fernández, MBA, CFP®, previously served on the Board of Directors of the Financial Planning Association® (FPA®) and was the board liaison for the NexGen Community.
Paul Felsch – Helios
Paul Felsch is an attorney and the founder of Helios, a compliance consulting firm that supports investment advisers and investment management firms. He has formerly served as Chief Compliance Officer with Edward Jones, Allspring Global Investments, and Galliard Capital Management, as well as Assistant Attorney General and Special Assistant Attorney General for the State of Missouri. He holds the Series 7, 9, 10, 24 and 66 licenses and is an Adjunct Professor at Saint Louis University School of Law. He has been a featured author and speaker on AI and third-party risk management practices for organizations such as the National Society of Compliance Professionals, the Investment Company Institute, the Mutual Fund Directors Forum, and Fund Directions. He has also been an author and speaker on other topics for the Investment Advisers Association and AdvisorHub. He lives in St. Louis, MO.
Celeste Revelli – Fidelity
Celeste Revelli is Vice President of Financial Planning Integration at Fidelity Institutional, where she leads product strategy to seamlessly embed financial planning and investment platforms for planning through action. Previously, she led AI-driven planning initiatives within Fidelity Wealth (retail). She began her career as a registered advisor and spent over a decade at eMoney Advisor, leading advanced planning support, education, and wellness research programs. She is a CERTIFIED FINANCIAL PLANNER® and is currently pursuing an MBA with a concentration in Behavioral Finance and Financial Psychology. She currently serves on the FPA National Board and contributes to the CFP Board’s AI Working Group and Technology Standards Committee. Celeste is a recipient of the FPA Heart of Financial Planning Award and has been featured in publications such as Barron’s, Wall Street Journal, Forbes, Money Magazine, and US News and World Report.