2025 Advisor Wealthtech Survey Results: Key Takeaways

Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.

Ron Pruitt, CFA, joined Orion as the President of Wealth Management in May 2024 as a seasoned executive leader bringing over 25 years of wealth management experience. Prior to joining Orion, he served as Senior Vice President of Nasdaq Analytics, comprised of the acquisition of eVestment and Solovis, providing investment analytics and market intelligence to global asset managers, asset owners and institutional investment consultants. Ron's career also includes serving as President and CEO of Solovis, a Nasdaq company known for its portfolio management software and services. Additionally, he co-founded Placemark Investments, which was later acquired by Envestnet, where he continued as an executive. His career began at General Electric, where he achieved the status of Six Sigma Master Black Belt, underscoring his commitment to excellence and quality in operations. Ron holds a BS in Econometrics from the United States Military Academy at West Point and an MBA from the University of Texas at Austin. His career also includes distinguished military service as an officer in the U.S. Army.

Chris Shutler, CFA, joined Orion as Head of Strategy in October 2024. He leads the development and execution of Orion’s corporate strategy, including comprehensive market analysis, competitive intelligence, and identifying growth opportunities. With more than 20 years of experience in strategy, finance, and market intelligence, Chris most recently served as Head of Strategic Development & Market Intelligence for Envestnet, where he provided industry and competitive insights to inform the corporate roadmap, evaluated merger and acquisition opportunities, and led strategic projects. Previously, Chris spent over a decade with William Blair & Company, where he focused on equity research covering wealth management, asset management, and financial technology. Chris holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor of Business Administration with honors in finance and business economics from the University of Notre Dame. 

Casey Jorgensen joined Dynasty Financial Partners in 2020 and currently serves as the Head of the Dynasty Institute for Adaptive Leadership (DIAL) within the Service Team. In this role, she collaborates with some of the wealth management industry’s largest and most sophisticated firms, helping them optimize operational efficiencies, maximize growth, and expand margins. Casey has been instrumental in the build-out of DIAL, which includes the Advisor to CEO, Whole Family Advisor®, and Emerging Advisor Programs. She has also expanded the reach of the Dynasty Women’s Network and established herself as a thought leader in the independent wealth management space.

Patrick Daniel serves as vice president, advisor digital solutions, on the Technology Strategy and Operations team at Commonwealth Financial Network. With the firm for 25 years, he engages with advisors and their staff, advisors’ clients, and technology partners to advocate for and promote Commonwealth’s technology platform. He works with these same constituencies to build awareness and understanding of the product value, vision, and roadmap execution.