Featuring:
Shaun Tucker
Director of Practice Management
Jon Wainman
Advisor Practice Management Consultant
Wassan Kasey
Advisor Practice Management Consultant
Jason Gordo
President and cofounder, Modern Wealth Management
Are you ready to unlock new growth for your advisory practice in 2026?
Join us for an exclusive webinar designed for financial professionals, where we’ll share strategies for acquiring and retaining clients in a rapidly changing landscape. Drawing on insights from the latest Capital Group Advisor Benchmark Study, this session will guide you through building a robust client acquisition plan — from sharpening your value proposition and focusing on niche markets to harnessing the power of marketing and engaging COIs.
Discover how high-growth advisors drive organic growth, leverage referrals and adapt to demographic shifts that are putting money in motion. Learn actionable tactics for connecting with next-generation clients, and cultivating relationships that fuel long-term success. Whether you’re seeking to expand your reach, boost client retention or future-proof your business — gain a competitive edge by registering today.
Event date:February 19, 2026
Shaun Tucker is a director of practice management at Capital Group, creating programs and tools to help intermediaries grow their businesses. He has 25 years of investment industry experience and has been with Capital Group for 24 years. Previously, Shaun led Capital’s sales enablement in North America, and has also held sales leadership roles as a national sales manager for the institutional business and as a division manager in the retirement plan business. Before Capital, Shaun served as a Surface Warfare Officer in the U.S. Navy. He holds a bachelor’s degree in environmental studies from the University of California, Los Angeles. Shaun is based in Los Angeles.
Jon Wainman is an advisor practice management consultant at Capital Group. He coaches and provides practice management consulting insights to top financial professionals. He has 22 years of industry experience helping financial professionals grow their retirement plan and practices and has been with Capital Group for 13 years. Earlier in his career at Capital, he was a senior sales capabilities manager and a retirement plan counselor, responsible for relationship management and sales development in western and central Pennsylvania and West Virginia. Prior to joining Capital, Jon was a regional vice president at Voya Financial. Before that, he was an internal wholesaler at Transamerica Retirement Plan Solutions. He holds a bachelor’s degree in marketing from Indiana University. Jon is based in Los Angeles.
Wassan Kasey is an advisor practice management consultant at Capital Group. She has 21 years of investment industry experience and has been with Capital Group for seven years. She holds a bachelor's degree in business administration from the University of Southern California.
Jason Gordo is President and co-founder of Modern Wealth Management. He is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Jason was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth. Jason was part of the team that scaled and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Jason was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success. Before joining United Capital, Jason co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs. Jason graduated from Gonzaga University, earning a master’s degree in organizational leadership.