Speakers

Mike McDaniel

Head Coach

Miami Dolphins

Michael Kitces

Chief Financial Planning Nerd

Kitces.com

Molly Bennard

CEO

Connectus Wealth Advisers

Joanne Bradford

Senior Advisor for The Female Quotient & Wealth.com, and Chief Money Officer

Domain Money

Jeff Dekko

CEO

Wealth Enhancement Advisory Services

Mark Tibergien

Board Member

Business Advisor

Jeff Gonyo

Head of Recruiting, Divisional President, and Founding Partner

Steward Partners

Joe Duran

Managing Partner

Rise Growth Partners

Lisa Crafford

Managing Director, Head of Advisory

Constellation Wealth Capital

Natalie Wolfsen

CEO

Orion

Jay Williams

Co-Founder & Chairman

Improbable Media, ESPN Talent

Ryan McCormack

Sr. Factor & Core Equity Strategist

Invesco

Oleg Tishkevish

Founder and CEO of Invent

Invent

John Froese

Director, Head of Banking & Wealth Management

Google Cloud

D.A. Abrams

Chief Operating Officer

Groundswell, Inc.

JC Abusaid

CEO

Halbert Hargrove

Matt Ackermann

Chief Content Officer

Integrated Partners

Schyler Adams, CFP

Director, Advanced Strategies & Planning Platforms

Allianz

Brendan Ahern

Chief Investment Officer

KraneShares

Bill Ahmuty

Head of SPDR Fixed Income Group, Global SPDR Business

State Street Global Advisors SPDR

Arthur Ambarik

Chief Executive Officer

Perigon Wealth Management

Joe Anthony

Co-Founder and President

Gregory FCA

David Armstrong

Executive Director, Content and User Engagement

Informa Connect

Vib Arya

Chief Operating Officer

Shufro Rose

Linda Assante

CIO

Uplifting Capital

Dr. Renee Baker

Founder and CEO

The RBI Group

Sara Baker

President

Triad Wealth Partners

Denitsa Balunis

SVP, Corporate Strategy

Edelman Financial Engines

Chet Bennets CFP, CLU, ChFC

Assistant Professor, Financial Planning and CFP®/ChFC Program Director

The American College of Financial Services

Shaquille Bent

Sales Engineer

Addepar

Carol Benz

Partner, Chief People Officer

Cerity Partners

David Blanchett

Head of Retirement Research

PGIM DC Solutions

Myles Blechner

Managing Director

ACA Group

Neil Blundell

Head of Investments

CAIS

David Bodamer

Editor, WealthManagement.com

Informa Connect

Allan Boomer

Chief Executive Officer

Momentum Advisors

Beth Bosworth

Head of Financial Planning, Wealth Advisor

Perigon Wealth Management

Megan Bowen

Executive Search Professional

Russell Reynolds Associates

Diana Britton

Director, Content

WealthManagement.com

Aaron Brodt

Chief Executive Officer

Amplify Technology

Andy Broome

Vice President

CGC Cards

Kathryn Brown

Founder and Principal

Morton Brown Family Wealth

Joel Bruckenstein

Founder

T3

Mark Bruno

Managing Director, Head of Strategic Advisory

Emigrant Partners

Ron Bullis

CEO

LifeWorks Advisors

Ms. Laurie Burkhard

Director, Head of Business Consulting

Sanctuary

Tom Burmeister

VP, US Distribution

Conquest Planning

Tom Burmeister

VP, US Distribution

Conquest Planning

Diana Cabrices

Founder & Fractional Chief Evangelist

Diana Cabrices Consulting

Bradley Calleja

Senior Research Analyst

Altan Insights

Cary Carbonaro

Senior Vice President, Director of Women and Wealth

Advisor Capital Management

Thomas Carroll, CFP

Principal, President, and Chief Executive Officer

Homrich Berg

Jared Chase

Director of M&A and Financial Advisor

Signature Estate & Investment Advisors

Marguerita Cheng, CFP

Chief Executive Officer

Blue Ocean Global Wealth

Farayi Chimbangu

Director, Head of Business Development

BNY Mellon | Pershing X

Sandy Christopher

Partner and Regional Division Leader private client and tax team

Withers Bergman LLP

David Clark

President and Head of Business Development

Astoria Portfolio Advisors

Michael Cocanower

Founder & CEO,

AdviserCyber

Mike Conover

Founder & CEO

Brightwave

Mike Conover

Founder & CEO

Brightwave

Kevin Corbett

Managing Director, Corporate Development & Strategy

Mariner Wealth Advisors

Alec Crawford

Founder & CEO

Artificial Intelligence Risk, Inc.

Richard Creedon

Principal

Corsair Capital

Landon Creer

Account Executive - Firm Partnerships

Bill

Domenick D'Andrea, AIF, CRC, CPFA

Co-Founder/Financial Advisor

Dandarah Wealth Management

Kyle DaCruz

Director, Digital Assets Product

VanEck

John Davi

CEO & Founder

Astoria Portfolio Advisors

Leslie Dentinger

Deputy CTO

Dynasty Financial Partners

Bob DePasquale

Founder

Initiate Impact

Naomi Depina

ETF Sales

GTS Mischler

David DeVoe

CEO and Founder

DeVoe & Company

Carina Diamond

CEO

Stella Secunda

Louis Diamond

President

Diamond Consultants

Mark DiPippa

Managing Partner, COO

The RBI Group

Devon Drew

CEO

Asset Link

Len Durso, ChFC, AIF

RIA Territory Manager, Southeast

Midland Advisory

Jeremy Eisenstein

Managing Director ¬- Head of RIA Custody Sales & Relationship Management

Goldman Sachs Advisor Solutions

Jack Elder

Estate Attorney

CBS Brokerage

Rachel Elson

Wealth Advisor

Perigon Wealth Management

Parker Ence

CEO & Cofounder

Jump

Erkko Etula

CEO and Chief Investment Officer

Brooklyn Investment Group

Jared Fingeret

SVP of Liquidity and Capital

LPL

Phil Fiore, Jr. CIMA, CRPC

Chief Executive Officer, Executive Managing Director. Founding Partner

Procyon Partners, LLC

Don Friedman

President

Digital Assets Council of Financial Professionals

Deborah Fuhr

Managing Partner

ETFGI

Michael Gayed

Portfolio Manager

Tidal Financial Group

Nate Geraci

President

The ETF Institute

Jamie Gershkow

Partner

Stradley Ronon Stevens & Young, LLP

Ms Angela Giombetti

Chief Marketing Officer

Wealthspire Advisors

Angela Giombetti

Chief Marketing Officer

Wealthspire Advisors

Cesar Gonzales Jr.

Director, Manager Development and Client Portfolio Manager

Xponance

Mary Kate Gulick, MA

Chief Marketing Officer, Head of Marketing & PR Services

FiComm

Giselle Gutierrez-Buitrago

Manager, Corporate Sales

Smarsh

Jeff Haller

Senior Managing Director

Evercore

Matt Halloran

Co-Founder & Chief Relationship Manager

ProudMouth

Brian Hamburger

President and CEO

MarketCounsel | HamburgerLaw

Brenton Harrison, CFP, CLU, CSLP

Founder and Financial Advisor

New Money, New Problems

Kate Healy

CEO & Founder

AdvoKate IQ, LLC

Craig Hersch

Senior Partner

Sheppard Law Firm

Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF

Lead Financial Advisor

Team Hewins

Darren Hinshaw

Director of Research

NBC Securities

Jamie Hopkins

Chief Executive Officer

Bryn Mawr Trust

Jim Horrocks, CFP

CEO

TimeScale Financial

Jason Hsu

Founder & CIO

Rayliant Global Advisors

Aisha Hunt

Principal

Kelley Hunt PLLC

Mark P Hurley

CEO

Digital Privacy & Protection, LLC

Sam Huszczo, CFP®, CFA®

Chartered Financial Analyst

SGH Wealth Management

Davis Janowski

Senior Technology Editor

WealthManagement.com

Julie Johnson

President & CEO

XY Communication

Ms Terri Kallsen

Senior Operating Partner

Rise Growth Partners

Brandon Kawal

Principal

Advisor Growth Strategies

Mike Kerins, CFA, FRM

Head of Advisory Product

Apex Fintech Solutions

Ali Khodadad

CFA®, CFP®, ChFC®, CLU®, RICP®, AIF®, Advanced Planning Director

Jackson

Elaine King

Founder & CEO

Family and Money Matters Institute

Brian Klimke

Chief Market Strategist

Cetera Financial Group

Kim Kovalski

Managing Director

MarshBerry

Daniel Kreuter

CEO

Gladstone Group

Martine Lellis

Chief Talent Officer

Mercer Advisors

Nate Lenz

CEO and Co-Founder

Concurrent

Susan Lipp

Editor-in-Chief

Trusts & Estates

Ashley Longbaugh

Principal Analyst

Celent

Eric Ludwig PhD, CFP

Director

The American College of Retirement Income

John MacDonald

Partner

Constangy, Brooks, Smith & Prophete, LLP

Shauna Mace

Head of Practice Management for Independent Advisor Solutions

SEI

John Mackowiak

CRO

Advyzon

Rob Madore

Vice President

MarshBerry

Ritik Malhotra

CEO and Co Founder

Savvy Wealth

Ms Samantha Marinelli

President

Gregory FCA

Greg Mashinter, CFA

Partner

Peloton Capital Management

Jim Masturzo

Partner and Chief Investment Officer, Multi-Asset Strategies

Research Affiliates

Jim Masturzo

Partner and Chief Investment Officer, Multi-Asset Strategies

Research Affiliates

Crystal Mathis

Chief Marketing Officer

SignatureFD

Kay Lynn Mayhue

President

Merit Financial Advisors

Andres Mazabel

Head of Advisor Sales

Trust & Will

Terra McBride

Chief Marketing Officer

Prime Capital Investment Advisors

Cory McCruden

Managing Director, Wealth and Asset Management

Ernst & Young

Patrick McHugh

Managing Director, Head of Investments

Constellation Wealth Capital

Michael Meehan

CFA®, Managing Director, Portfolio Strategist

Nuveen

Emily Meyer

VP, Senior Relationship Manager, Strategic Partnerships

Northern Trust Asset Management

Jon Meyer

CTO

CapTrust

Chantal Michael

Director, Wealth Management Channel

S&P Dow Jones Indices

Andree Mohr

Chief Implementation Officer

Integrated Partners

Rob Mooney

CEO

Snowden Lane Partners

Dennis Morton CFP, ChFC

Co-Founder and Principal

Morton Brown Family Wealth

Ted Motheral

Partner

Potomac Law Group, PLLC

Kristin Myers

Senior Vice President of Content and Editor in Chief

etf.com

Ryan Nauman

Market Strategist

Zephyr

Eric Negron

CEO

Forefront Advisor Network

Brandon Nielson

Managing Partner, Co-Founder

Keystone

Phil Nuttall

Chief Operating Officer

Stratos Wealth Holdings, LLC

John O'Connell

CEO & Founder

The Oasis Group

Luke Oliver

Head of Climate Investments and Strategy

KraneShares

Brett Orvieto

Managing Director, Senior Wealth Advisor

Dakota Wealth

Michelle Panzera

Director of Marketing

Evensky & Katz/Foldes

Patrick Parker

Chief of Product

Fynancial

Deepak Patel

Founder

Fintello

Jason Pereira, CFP

Senior Partner and Financial Planner

Woodgate Financial

Deshawn Peterson, CFP® AIF

Director, Advisor Relations

PPB Capital Partners

Jessica Polito

Founder and Principal

Turkey Hill Management, LLC

Max Rakhlin

Managing Director

Lightyear Capital

Mike Reed

Senior Vice President/Head, Digital Asset Partnership Development

Franklin Templeton

Gabe Rissman

Co-Founder and President

YourStake

Anthony Rochte

Managing Director and Global Head of Exchange-Traded Funds

Morgan Stanley

Edward Rosenberg

MD, Head of ETF and Funds Management

Texas Capital

Seth Rosenthal

Chief Investment Officer

Academy Asset Management

Shannon Rosic

Director of WealthStack Content & Solutions

Informa Connect

Jennica Ross

Head of US ETF Sales and Portfolio Trading

Susquehanna International Group, LLP

Tyrone Ross Jr.

CEO & Cofounder of Turnqey Labs

Principal of 401 Financial

Thomas Ruggie, ChFC®, CFP®

Founder

Destiny Family Office

Samantha Russell

Chief Evangelist

FMG

Haik Sahakyan

Founder and CEO

ARQA

Abby Salameh

Chief Growth Officer

RFG Advisory

Pamela Sams

Financial Advisor

Jackson Sams Wealth Strategies

Johnny Sandquist

Founder & CEO

Three Crowns Copywriting & Marketing

Stan Sattler

Director of Investment Solutions

Belle Haven Investments

David Savir

Co-Founder and Chief Executive Offer

Element Pointe Family Office

Mr Scott Scherr

Managing Director, Head of Product Strategy

Flyer Financial Technologies

Laine Schoneberger

Chief Investment Officer & Managing Partner

Yrefy

David J. Scranton, CFA®, CFP®, ChFC, CLU

Founder

Sound Income Strategies

David J. Scranton, CLU, ChFC, CFP, CFA, MSFS

CEO

Sound Income Group

Jonathan Shelon

COO

Kraneshares

Caleb Silver

Editor in Chief & S.V.P. Content

Investopedia

Christine Simone

CEO & Founder

Caribou

Jim Sinai

CMO

Vanilla

Suzanne Siracuse

CEO and Founder

Suzanne Siracuse Consulting Services

Shana Sissel

Chief Executive Officer

Banríon Capital Management

Aravind Sithamparapillai

Associate

Ironwood Wealth Management

Colin Slabach, PhD, CFP, RICP

Professor

NYU

Sibyl Slade

President & Financial Advisor

IntegriVest Wealth Advisors

Homer Smith

Private Wealth Advisor

Konvergent Wealth Partners

Reshell Smith, MBA, CFP

Certified Financial Planner

AMES Financial Solutions, LLC

Gregg Sommer

Partner, US Financial Intermediaries Leader

Mercer Investments

Rusty Sommer

Managing Director - Strategic Partnerships

Flyer Financial Technologies

Mo Sparks

Director, Exchange Traded Funds

New York Stock Exchange

Lawrence D. Sprung, CFP

Founder, Wealth Advisor

Mitlin Financial, Inc.

Paul Stamoulis

President

Worth Media Group

Jaclyn Stanton

Managing Director

F2 Strategy

Allan Starkie, Ph.D

Partner

Knightsbridge Advisors, Inc.

Andrew Stewart

Partner, Chief Investment Officer

Exchange Capital Management, Inc.

Anthony Stich

Advisor & Consultant

Seasoned Fintech Executive

Ms Alex Stokes

Senior Account Executive

Gregory FCA

Ashleigh Swayze

Managing Member

Swayze LLC

Martin Tarlie

Product Lead

Nebo Wealth

Martin Tarlie

Product Lead

Nebo Wealth

Jacqueline Thacik

Vice President of Operations

Allegheny Financial Group

Bonnie Treichel JD

Chief Solutions Officer

Endeavor Retirement

Will Trout

Director, Securities & Investments

Datos Insights

Ana Trujillo Limon

Director, Coaching and Advisor Content

Carson Coaching

Tom Valverde

VP of Corporate Development

Bluespring Wealth Partners

R. Scott Victoria

Chief Operating Officer

TradePMR

Christopher Volpe

Managing Director

Zephyr Financial Solutions

Joe Walker

Chief Operations Officer

Bradley, Foster & Sargent

Travis Walker

Business Solutions and Diversity Consultan

Allianz Life

Ronit Walny CFA

Head of Fixed Income Client Portfolio Management

Northern Trust Asset Management

Lieutenant General (Ret.) Robert S. Walsh

Academy Advisory Board Member

Academy Asset Management

Lieutenant General (Ret.) Robert S. Walsh

Academy Advisory Board Member

Academy Asset Management

Rachel Washburn

Head of Geopolitical Intelligence

Academy Asset Management

Dan Weiskopf

Portfolio Manager

Tidal Financial Group

Tim Welsh

President, CEO & Founder

Nexus Strategy LLC

Ian Wenik

Editor

Citywire RIA

Nick Williams

Product Manager

Zephyr

Walker Williams

Chief Market Strategist, Private Wealth

Lido Advisors

Dana Wilson

CEO

CHIP

Doug Yones ChFC®, CETF®

Head of Exchange Traded Products

New York Stock Exchange

Reza Zamani

Founding Partner and CEO

SteelPeak Wealth

Liang Zhao

CEO

Vansary