Matt McGinness is a forward-thinking leader with over 25 years of experience shaping the future of the financial services industry. His consulting work spans a broad spectrum of engagements, from strategic planning and business development to compensation design and financial performance analysis. Having worked across a diverse range of organizations—from independent broker/dealers to boutique consulting firms and fintech companies, Matt has a unique ability to bridge the worlds of traditional advisory services and practice management.

Most recently, Matt was the head of financial advisor sales and adoption at Envestnet, where he led teams across the U.S. and Canada in driving the adoption of wealth management solutions. Matt’s extensive career also includes leadership roles in the independent broker/dealer market. As CEO of First Allied Advisory Services, he oversaw platform development and sales strategy for an RIA firm managing over $4.5 billion in assets. He also led strategic initiatives at LPL Financial, where he drove growth in fee-based advisory services and designed practice management solutions that enhanced advisor productivity and client engagement.

A graduate of Colby College with a B.A., cum laude, in Government, Matt continues to be a passionate advocate for the growth and development of the financial services profession, inspiring firms and advisors to adapt and thrive in an ever-changing landscape.