About the guests

Kalem Mackey, CFP®, BPC is a holistic wealth management expert dedicated to helping financial advisors thrive in an ever-evolving industry. As EVP of Insurance Distribution at C2P, Kalem also oversees Clarity Insurance Marketing, providing top-tier insurance solutions aligned with advisors’ best interests. With over two decades in financial services and as the founder of Superior Financial Planning in Colorado, Kalem brings a wealth of experience and a growth-oriented mindset.

Kalem frequently shares his expertise at C2P events, covering proven processes, retirement income planning, and savvy tax management, all aimed at supporting advisors and American families in achieving their financial goals. He’s a trusted Bucket Plan Best Interest Process® Trainer, offering dynamic coaching and sales guidance to elevate advisors’ businesses and enhance client service.

Stoyan Petev, CFA, CFP®, CLU, ChFc, serves as the Senior Vice President of Advanced Markets at C2P, where he spearheads the in-house life insurance division and assists advisors with his knowledge in investment sales and sophisticated planning. His role is pivotal within C2P’s planning-first RIA, Prosperity Capital Advisors, serving both on the Investment Committee and Leadership Team. Stoyan’s journey before C2P spans nearly three decades, during which he has honed his skills across various capacities such as an advisor, distributor, research and investment analyst, due diligence officer, and consultant.

His commitment to education and risk management extends beyond professional advisement, as evidenced by his multi-state insurance licensure and holding Series 7, 24, 53, 63, and 65 licenses. Stoyan is an advocate for financial literacy, particularly within immigrant communities, and has shared his knowledge as an adjunct instructor at Lindenwood University.