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Scott Conroy — President, Independent Channel · Carson Group · Omaha, Nebraska, United States.
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About
As President of Carson's Independent Channel, I lead a team that serves a network of more than 150 independent advisory firms, helping them build stronger businesses and create lasting momentum. Carson helps advisors build the business they envision by connecting them with specialized expertise, innovative capabilities, and people who understand where they're headed and how to help them get there. A lot of what I do comes down to helping financial advisors answer a few important questions: What are you trying to build? What is getting in the way? What needs to change? And how do we help you execute? More than two decades in the financial services industry have taught me that every advisory firm has its own goals, challenges, and definition of success. My job isn't to prescribe a one-size-fits-all solution. It's to listen, understand what's standing in the way, and connect advisors with the people, expertise, and resources they need to move forward. Nothing is more rewarding than seeing advisors build stronger businesses, create better experiences for their clients, and bring their vision to life.
Experience
President, Independent ChannelCurrent
Carson Group · Omaha, NE
Jul 2026 – Present
I lead Carson's independent channel, partnering with more than 150 independent advisory firms to help them grow stronger businesses and deliver exceptional client experiences. I also serve as an advocate for advisor partners by promoting their growth, elevating their experience across the independent channel, recruiting new firms to Carson, and leading Carson Coaching. Carson offers investment advisory services through CWM, LLC, an SEC Registered Investment Adviser. Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services. Cetera is under separate ownership from any other named entity. 14600 Branch St. Omaha, NE 68154 Third party posts found on this profile do not reflect the views of Cetera or CWM, LLC and have not been reviewed by Cetera or CWM, LLC as to accuracy or completeness.
Senior Vice President, RIA Solutions
LPL Financial · San Diego County, CA
Apr 2015 – Mar 2017
As Senior Vice President of RIA Solutions, I helped develop LPL's RIA Custody Platform and served as an internal and external advocate for RIAs, building awareness of the RIA marketplace and LPL's capabilities.
Education
Skills
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