Inside The Mind of The RIA

Gordy Abel joined Dynasty in May 2016 as the firm’s Chief Marketing Officer. He leads marketing efforts for Dynasty Financial Partners’ corporate marketing, Network Advisor marketing, and Dynasty Community educational events and experiences. During his time at Dynasty, he has contributed to the firm’s growth by enhancing its brand profile and developing strategic cross-channel marketing strategies. He tests and leverages new marketing platforms, integrates technology and data, and builds awareness across relevant paid, owned, earned, and shared channels to enhance customer value and engagement.

As both CMO and a member of the firm’s leadership team, Mr. Abel drives innovation and growth across Dynasty’s core business services platform, investments platform, Dynasty Investment Bank, and Dynasty Connect concierge service. He also partners with Dynasty’s independent network of wealth management firms in building their businesses. He has spearheaded the creation and launch of over 47 new brands for Dynasty Network advisory firms, including new brand identities, missions, visions, positions, and values.

With over 28 years of experience, Mr. Abel has held executive and marketing roles at Google, JPMorgan Chase, and BlackRock/iShares before joining Dynasty. In 2020, he was honored with the Tampa Bay Business Journal Pride Award for his inclusion, support, and advocacy of the LGBTQIA+ community. In 2024, he was named a Top 10 CMO in Wealth Management by Wealth Solutions Report. Throughout his career, he has served two board terms for the Financial Communications Society and has been actively involved with the ANA, Ad Council, and IAB.

Bernadette Bridy serves as Vice President and Chief Marketing Officer for American Beacon Partners and American Beacon Advisors. In those roles, she is a member of the senior leadership team and spearheads the company’s marketing strategy and execution across multiple platforms. She has more than 25 years of marketing experience in the financial services industry. Before joining the company in December 2025, Ms. Bridy spent 12 years at Future Standard (formerly known as FS Investments). During her tenure, she held a range of senior leadership roles. Most recently, she served as managing director, head of Marketing, overseeing the firm’s brand strategy, demand generation and marketing initiatives. Prior to Future Standard, Ms. Bridy worked at Lincoln Financial Group, where she held several marketing roles of increased responsibility. In her most recent position there, she was assistant vice president, Campaign Planning, and oversaw their data-driven efforts for digital marketing campaigns. Based in Radnor, Pennsylvania, Ms. Bridy holds a Bachelor of Arts degree from Miami University in Ohio. She is a board member of The Forum of Executive Women in Philadelphia, serving as an at-large director.

Jason Hoffman is Head of Wealth Marketing at Envestnet, where he leads strategic marketing initiatives across Independent Broker-Dealer, RIA, and Bank Trust channels. With more than 25 years of experience in financial services—including over seven years at Envestnet—he is a seasoned sales and marketing executive known for aligning strategy, communications, and sales to deliver measurable growth.

Jason oversees product and channel marketing, demand generation, brand strategy, and cross-channel campaigns, partnering with senior leadership to align data-driven marketing efforts with enterprise goals and accelerate engagement, adoption, and revenue. Previously, as Vice President of Product and Channel Marketing, he led go-to-market strategy for a major platform releases and drove partner engagement and sales growth through integrated digital initiatives.

His career spans insurance, institutional, and fintech organizations, and he is passionate about building high-performing teams and delivering innovative distribution strategies that enhance the customer journey.

Jason resides in Chester County with his wife, their five children, and his Australian Labradoodle, Oliver.

Jared Trexler serves as a senior vice president and chief marketing and strategy officer at The American College of Financial Services – the profession’s largest education and training institution serving financial professionals. In this role, he leads branding, strategic and executive communications, digital media, events, and demand generation efforts, as well as overseeing the growth of The College’s three strategic focus areas. Trexler previously served as director of strategic and executive communications at The College, working with President and CEO George Nichols III, CAP® and The College’s leadership team to draft compelling narratives that best communicated strategic initiatives, new education programs, and the missions of The College’s Centers of Excellence. He is a past recipient of the Mary Varner Award for Exemplary Service, The College’s highest honor for professional staff.

Trexler brings nearly two decades of marketing experience to his role at The College, including leadership tenures in financial education and asset and investment management. He previously served as head of marketing and communications at Pitcairn, a $7.4 billion private wealth manager and multi-family office headquartered in Jenkintown, Pennsylvania. He also shaped content and branding for Ed Slott and Company, LLC, the nation’s foremost leader in retirement planning education and training, and served as marketing director at Resource, a real estate and credit alternative investment manager with a product suite including non-traded real estate vehicles and 40 Act interval funds.

Trexler has spent most of his career working directly with financial advisors and partner firms across insurance, broker-dealer, bank, and RIA channels, as well as with industry thought leaders and the financial media. He’s a twice-published author and an industry speaker on relevant marketing topics, including presentations at the Financial Services Institute National Summit and media coverage in InvestmentNews, ThinkAdvisor, and Financial Planning.