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    SPEAKERS

    Featured Keynote Speakers

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    JW
    Jason Wenk
    CEO
    Altruist
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    DC
    Daniel Crosby
    Chief Behavioral Officer
    Orion

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    RA
    Roger Aliaga-Diaz
    Chief Economist, Americas & Global Head of Portfolio Construction
    Vanguard
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    JA
    John Almeida
    Global Head of Wealth and Asset Management
    ServiceNow
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    CB
    Cody Barbo
    CEO
    Trust & Will
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    JC
    John Carr
    Attorney at Law
    CARR BUTTERFIELD, LLP
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    GC
    Gary Carrai
    Executive Vice President, Strategy Business Lines
    LPL Financial
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    JC
    John Cataldo
    President - Advisory Services and Chief Legal Officer
    Integrated Wealth Concepts
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    MC
    Marguerita Cheng
    Chief Executive Officer
    Blue Ocean Global Wealth
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    DC
    David Chubak
    Principal, Head of U.S. Business Unit
    Edward Jones
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    VC
    Vikram Chugh
    Chief Operating Officer, Principal
    Robertson Stephens
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    RC
    Ryan Clare
    Head of Corporate Change Management and Digital Transformation Lead
    Jefferies
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    MC
    Mollie Colavita
    Head of Practice Management
    J.P. Morgan Wealth Management
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    JC
    Joy Crenshaw
    Senior Managing Director
    Nuveen
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    DC
    Daniel Crosby
    Chief Behavioral Officer
    Orion
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    SD
    Samuel Deane
    President and CEO
    Deane Wealth Management
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    SG
    Scott Gill
    Founder, Senior Compliance Consultant
    Synergy RIA Compliance Solutions
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    SJ
    Sindhu Joseph
    CEO
    CogniCor
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    CK
    Claudia Kane
    CFP, CIMA, CPWA, CDFA, ADPA
    Financial Planning Association, Raymond James
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    D
    Daniel Kolber
    CEO and General Counsel of Intellivest Securities, Inc. and also Of Counsel to Warren Law Group, NYC
    Intellivest Securities, Inc. Member FINRA, SIPC and also Warren Law Group
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    AL
    Anne Lester
    Savings Guru, Media Commentator and Author
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    J
    Joshua Levin
    Co-Founder & Chief Strategy Officer
    OpenInvest, a J.P. Morgan company
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    AL
    Ashley Longabaugh
    Wealth Management Research Principal
    Celent
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    KM
    Karl Malchow
    Business Development Director
    Apex
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    SM
    Stephanie Mead
    Vice President, Regional Director of Americas Wealth Solutions
    FactSet
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    MM
    Michael Moeser
    Senior Industry Analyst
    American Banker
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    PP
    Penny Phillips
    Co-Founder & President
    Journey Strategic Wealth
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    MR
    Matt Reiner
    Managing Partner & Senior Investment Advisor
    Capital Investment Advisors
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    RR
    Ron Rice
    Vice President of Marketing
    The Pacific Financial Group
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    JR
    James Rockwood
    Founder & CEO
    CapIntel
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    DR
    David Rosen
    Managing Director
    Morgan Stanley
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    KB
    Katie Brunette
    Sr. Director, Global Events
    Seismic
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    AS
    Anand Sekhar
    VP, Practice Management & Consulting
    Fidelity Investments
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    JS
    Jeffrey Spencer
    Executive Director - Head of Digital Advisor Marketing
    UBS
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    KS
    Kiran Somashekara
    Partner
    Reed Smith LLP
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    JW
    Jason Wenk
    CEO
    Altruist
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    KR
    Kerry Ryan
    Director, Financial Services Industry Product Marketing
    Seismic
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    TS
    Tobias Salinger
    Chief Correspondent
    Arizent
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    JM
    Justin Mack
    Wealthtech Reporter
    Arizent
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    NP
    Nathan Place
    Retirement reporter
    Arizent
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    BW
    Brian Wallheimer
    Editor-in-Chief
    Arizent
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    DH
    Danny Hamer
    Head of Product
    SYSTM Wealth Solutions
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    TL
    Taylor Lundberg
    Head of Enterprise Sales
    SYSTM Wealth Solutions
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    JM
    Jennifer Milton
    Customer Success Director
    Seismic
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    PS
    Phil Senseny
    Director of Product Solutions, Front Office
    SEI
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    EC
    Elizabeth Carlson
    Product Solutions Manager, Investment Management
    SEI
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    RM
    Ritik Malhotra
    Co-Founder & CEO
    Savvy Wealth
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    ME
    Mark Evans
    President & CEO
    Conquest Planning
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    SL
    Scott Lamont
    Director, Strategic Advisory Team
    F2 Strategy
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    AM
    Andres Mazabel
    Head of Advisor Solutions
    Trust & Will
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    TM
    Tiffany Magri
    Regulatory Compliance Advisor
    Smarsh
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    WS
    Wilbur Swan
    CEO
    Catchlight / Fidelity Labs
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    GZ
    Gary Zimmerman
    Chief Executive Officer
    Maxmyinterest.com