Dani Fava leads strategy and innovation to enhance the advisor and client experience through differentiated products, services, and technology. At a time when many firms are experimenting with AI, Fava has demonstrated how to operationalize it. She has turned Carson's technology vision into a working model for AI in wealth management. Fava led the development of Steve, a proprietary conversational AI assistant trained on Carson's internal knowledge and digital systems. The launch of Client Intelligence in 2026 takes this one step further and answers advisor and staff questions in seconds. Rather than treat AI as a novelty, Fava embedded it inside a curated, maintained ecosystem so firm expertise reaches advisors directly in their daily workflow.