As Chief Marketing Officer of Wealth.com, Dan Bolton has helped transform the company into both a growth engine and a platform for industry advancement. Since joining Wealth.com in 2025, he has led brand strategy, demand generation, communications, events, product marketing and advisor education initiatives that have helped establish Wealth.com as the leading estate and tax planning platform for financial advisors. His most notable achievement was the creation of The Estate Planning Conference, the first major industry conference dedicated exclusively to estate planning education. Designed to address a longstanding gap in advisor training and professional development, the event brought together 250 advisors, attorneys and industry leaders for more than 15 hours of CFP continuing education programming and meaningful peer collaboration.