About Us

Ever wonder who's behind the curtain? The team at Rekon Intelligence is proud to bring you Excel 401(k), in addition to 50+ regional events throughout the year.

Rekon Intelligence

Hosting financial advisor events isn’t just part of our business, it is our business. Our entire team focuses on managing meetings. We understand your time is valuable, so strive to make every meeting valuable.


Since 2010, Rekon has hosted 800+ events for 22,000+ financial advisors. We've gained unique insight and experience about what advisors want. You can trust Rekon to manage events that deliver timely and relevant topics in an engaging environment.


We’ve learned that content, convenience, and credibility brings attendees to meetings. And we understand that efficiency and integrity attracts partners and speakers. Together Rekon creates a win-win environment for everyone. Attendees learn ways to further their goals, and partners have peace of mind knowing Rekon is handling all of the details.

Rekon Intelligence

210-3 Avondale Ave

Wilmington, NC 28403


(877) 401-5489






Meet the Rekon Team

Our entire team focuses on creating the ultimate advisor experience, so you can focus on what matters most – learning ways to grow and manage your business. Rekon offers attendees a unique insight and an exceptional experience, resulting in extremely satisfied advisors and partners. You can trust our team to accomplish your goals.

Ross Marino, CFP®, ChFC®, CPFA

Founder & CEO

Trey Dowdy

EVP Sales & Operations

Bryant Lester

Head of Business

Development & Sales

Kaitlyn Hopfer

Director of Marketing

Caroline Jacokes

Creative Director &

Excel 401(k) Project Manager