As a Forbes Best-in-State Wealth Advisor for multiple years running, Bryan has been on the mission to help people live their retirement dreams since the start of his career in financial services back in 1979. It is because of this that he created his proprietary The Dream Architect™, which not only helps his clients maximize their distribution planning in retirement, but also helps them strive for and accomplish their biggest dreams.
With Bryan’s vast industry experience, he is also partnered in multiple entities including the Elite Wealth Advisor Symposium, which supports high-performing financial advisors across the United States in the growth and scaling of their businesses. He and his partners do this through teachings on team engagement, marketing, automation, best practices, and all that it takes to build a high-class
and scalable advisory practice.
The bottom line is that Bryan thrives on helping others experience the growth and freedom that he
has created in building a world-class financial services practice, all while living the life of his dreams.
Brian D. Heckert, CLU, ChFC, AIF®, QPFC began his career in 1985 and has been involved as an industry leader, dedicating his professional life to providing strategic advice and services for individuals and businesses. He has been an MDRT Member since 1989 with 34 years of membership, 22 years COT, and 15 years as TOT. He has served on numerous MDRT Standing Committees and had the honor of serving 5 years on the Executive Committee and as the 2016 President of MDRT. He also served as the 2019 President of National Association of Insurance and Financial Advisors (NAIFA) Illinois chapter. Through his industry leadership, he has gained a broader world view and brings a breadth of experience to his clients.
Brian is the author of the book 401(k)nowhow: An Insider’s Guide to Retirement Plan Options and co-author of the book A Study-Group Success Story: Best Practices from Our Give & Grow Group’s First 20 Years Together. He has been featured and quoted in media outlets such as Forbes, The Wall Street Journal, CNN Money, Business Wire, and ThinkAdvisor. In addition to his written publications, Brian has shared his industry knowledge on podcasts and radio shows. In recent years, Brian has spoken to audiences live and virtually as large as 15,000 in 49 US states and 35 countries on topics ranging from advanced planning ideas, practice management, to whole-person living.
As a strong believer in giving back, Brian has been involved in several community and charitable organizations. He is a past president of both the Nashville Lions Club and the local Chamber of Commerce, served on the Nashville Community High School Board and as a member of the St. Ann’s Catholic Parish in Nashville, IL.
Having been recognized in major publications such as Forbes, Wall Street Journal, Barrons, Private Wealth Magazine, AssetTV, Inc and more, Brittany’s efforts in helping to create possibility for the advisor community, high net worth clients and highly successful business owners has been globally recognized.
A true entrepreneur by nature, Brittany is not only the president and shareholder of a successful wealth planning firm, but has coached entrepreneurs and CEO’s across the nation. She has also co-founded multiple ventures that provide life changing (and even lifesaving) experiences for highly successful individuals.
As a four-time author, Brittany has had the opportunity to speak at exclusive events like the Million Dollar Round Table global conference, David Bayer’s Legendary Event, Raymond James national conference, and many others.
You will soon find that Brittany’s energy is contagious, and her ability to help people create profound impact is unparalleled.
Callee Becker is the detail-obsessed force behind the Elite Wealth Advisor Symposium, making sure every moving part fits together with precision and purpose. As the mastermind behind the scenes, Callee is known for her exceptional organization, calm under pressure, and unwavering commitment to creating an extraordinary experience for everyone involved.
Whether she’s coordinating logistics, tending to our sponsors, ensuring speakers have exactly what they need, or helping attendees feel genuinely welcomed, Callee brings a level of care and attention that is truly rare. Her ability to anticipate needs before they arise is what keeps the event running smoothly and professionally from start to finish.
Quite simply, if you’ve ever thought, “Wow, that was seamless,”—Callee is the reason why.