John is the Co-Founder and Chief Executive Officer of Trucendent. Trucendent was built for financial advisors and has modernized the delivery of estate planning and the use of trusts. Trucendent's business solution combines technology with a professional network of attorneys and corporate trustees for financial advisors. Advisors can now capture new assets and extend relationships with this integrated offering. We have the largest intergenerational wealth transfer approaching. Combined with the fact that over 80% of heirs terminate the relationship with the advisor after that transfer, Trucendent strives to arm the financial advisor with the tools and skills needed to retain and grow their business.
Before founding Trucendent, John was Head of Strategic Initiatives at Envestnet. In that role, he was instrumental in leading strategy, business development, advisor adoption, and growth strategies at Fiduciary Exchange, LLC (FIDx) and Advisor Credit Exchange (ACE). John was also Head of Institutional Business Development at Envestnet, where he led all new business development activities, had oversight of the bank strategy, and helped to create the OneWealth initiative.
Prior to Envestnet, John was at Prudential in their Wealth Management division, where he led all business development, distribution, and relationship management activities. John was part of the team that sold the Prudential Wealth Management Solutions division to Envestnet.
Before joining Prudential, John was at Fortigent, a part of Lydian Wealth Management. At Fortigent, he helped drive strategy, business development, and senior client engagement with institutions and advisors who served ultra-high-net-worth clients. John has specific expertise working with banks, trust companies, registered investment advisors, insurance companies, and family offices.
John started his career at SEI, where he served in many leadership roles over 15 years. Those roles included sales management, business development, marketing, relationship management, and business strategy across Advisory and Banking Channels. He was instrumental in establishing SEI's Community Bank division, where he developed new outsourcing relationships with some of the country's most progressive banking institutions. Subsequently, John developed strategic outsourcing relationships within SEI's Money Manager division, which provided proprietary accounting, administrative services, compliance, and distribution solutions. While working in SEI's Advisor Solutions group he held two senior positions: Midwest Advisor Business Manager and Director of Sales. In these roles, he was responsible for consulting and recruiting SEI's Elite Select RIA clientele.
John earned a B.A. in economics from Bucknell University, holds Series 7, 63, and 65 licenses, and has served on the ABA Wealth Management Board for several years.

Phil Buchanan serves as Executive Chairman of the Board for Cannon Financial Institute. Phil is a highly sought wealth management expert. He has worked with major financial services firms in North America and their subsidiaries abroad as a speaker, trainer, consultant and coach. Phil delivers keynotes at industry gatherings, writes for industry publications and is frequently interviewed by the media on wealth management.