Shirl Penney has reshaped wealth management through innovation and scale. As founder and CEO of Dynasty Financial Partners, he's led the firm from a garage startup to a $110 billion platform supporting 58 partner firms and more than 400 advisors. His pioneering "Triangulation of Advice" model separates financial guidance from custody and product distribution — delivering independent advice once reserved for the ultra-wealthy. This brings the elite family office experience to a broader investor base. Under Penney's leadership, Dynasty launched the first RIA-focused investment bank, which completed $21 billion in M&A deals in its first year. Penney's commitment to diversity is reflected in a 42% female workforce — twice the industry average.