April 9, 2026 – Ultra-High-Net-Worth Clients Richard McWhorter and 4 Forces of Growth Kevin Lawrence

Richard McWhorter – Private Wealth Advisor, Managing Partner of SRM Private Wealth You have to treat them as human beings underneath it all… that’s where we all come back down to the baseline. Richard McWhorter CFP®, CRPC, SRM Private Wealth, is a dynamic financial advisor known for his distinctive and unconventional approach, bringing an alternative and fresh perspective to wealth management, financial topics, economics, and more. With over 30 years of wealth management expertise and having worked with some of the biggest companies in the finance industry, McWhorter combines traditional financial expertise with a creative, personalized approach. From finance lessons learned in the locker room, to the business that takes place backstage, he is a wealth advisor who thinks outside the box and believes in an edgy, innovative approach to finance. Based in Beverly Hills and working with ultra-high-net-worth clients, McWhorter distinguishes himself not only through his financial expertise but also through his enthusiasm for the music, sporting, and entertainment industries and his commitment to philanthropy. Throughout his career, he has bridged the gap between celebrities and several charitable causes. With personal and professional ties in the entertainment and music industries, McWhorter leverages his connections to create exclusive opportunities for his clients while supporting important causes and nonprofit organizations. He can speak as an expert, credible source on several topics related to wealth management and finance — especially those related to entertainment, music, sports and economics. He has been recognized by Forbes, Financial Times, and Barrons and quoted in numerous well-respected media outlets, including US News & World Report, Business Insider, GoBankingRates, and more. He is also a member of the Fast Company Executive Board. Kevin Lawrence – Strategic Advisor to CEOs & Their Teams, Author: The 4 Forces of Growth, Your Oxygen Mask First Problems never go away, and you could spend all day, every day, for years on problems… but then nobody ends up spending any time on the opportunities. Kevin Lawrence has spent three decades cracking the code on how to keep companies growing. Working side-by side with CEOs and leadership teams across North America, the Middle East, Asia, Australia, and Europe, he has developed a proven approach to help companies go from tens of millions to hundreds of millions in revenue. His insights are born from hands-on experience. Kevin is the author of Your Oxygen Mask First, a book that equips high-performing executives with seventeen powerful habits to drive sustainable growth while managing stress, protecting their mental health, and staying resilient under relentless pressure. He was a key contributor to Scaling Up (Mastering the Rockefeller Habits 2.0). His latest book, The 4 Forces of Growth: Defy the Odds and Keep Your Company Scaling, is the must-have guide to becoming a leader with impact far beyond the balance sheet, helping you to keep your company evolving and create a legacy that matters. Based in Vancouver, Canada, he leads Lawrence & Co, a boutique firm of growth advisors.