Kevin Knull, CFP®, has dedicated more than two decades to the financial services and financial technology sectors. His leadership through executive roles at YCharts, Symetra Investment Management, Symetra Services, Inc, Hartford Financial Services, and CEO/President for four registered investment advisory firms has repeatedly resulted in outsized growth. Perhaps most notably, he led MoneyGuidePro through a period of hyper-growth that resulted in the sale to Envestnet, a landmark transaction at that time. Beyond these roles, he has lent his expertise as a consultant to numerous public and private leading financial tech and financial services firms. As President of TaxStatus and co-founder of Integrated Wealth Platform, he continues his goal of enhancing the quality of advice in the industry.

He is well-recognized for his communication skills, frequently speaking at industry events and authored, "Exploring Advice," which has become a valuable resource to the financial services industry.

A veteran of the U.S. Coast Guard, Kevin completed three tours, including Commanding Officer of the USCGC POINT COUNTESS, and is a proud graduate of the U.S. Coast Guard Academy. He is the recipient of the Certified Financial Planner® designation.

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