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SPEAKERS



EA
Edward Allen
Managing Director | Head of ESG & Climate Client Coverage - Americas
MSCI
JA
John Almeida
Global Head of Wealth and Asset Management
Servicenow
AA
Andrew Altfest
President
Altfest Personal Wealth Management
MB
Marius Bogoevici
Chief Solutions Architect
Red Hat
JB
Josh Book
CEO
Parameter Insights
LB
Lynnley Browning
Wealth Editor for Financial Planning
Arizent
DC
Don Calcagni
Chief Investment Officer
Mercer Advisors
JC
Julia Carreon
Managing Director
Citi Global Wealth
NC
Nicole Casperson
Founder of WTFintech?
WTFintech?
CC
Chip Castille
CEO and Founder
GoalBased Investors
MC
Melinda Caughill
Co-Founder
i65, LLC
SC
Sarah Chubak
Sales
InvestCloud
NC
Nicole Cope
Head of Advisors
Ally Wealth
KC
Koley Corte
Senior Vice President and Global Head of Business Transformation
AllianceBernstein
DC
Daniel Crosby
Chief Behavioral Officer
Orion Advisor Solutions
BC
Ben Cruikshank
Head of Flourish
Flourish
PD
Phil Darling
Head of Research
ParameterInsights
ID
Ilan Davidovici
Principle, Client Experiences
Edward Jones
RE
Ric Edelman
Founder
Digital Assets Council of Financial Professionals
FE
Fred Egler
Product Manager
Hubly
SF
Sharon French
President, Asset Management
TIFIN
MG
Mayank Goradia
VP, Head of Investment Product and Portfolio Analytics
Fidelity Investments
KG
Kerry Gross
Director of Research Intelligence
Arizent
LH
Lori Hardwick
Board Director
Genstar Capital, Cetera, Orion & Vestwell
MH
Margaret Hartigan
CEO
Marstone
OJ
Oliva Jack
Research Director
Corporate Insight
DJ
David Jegen
Managing Partner
F-Prime Capital’s Tech Fund
SJ
Shruti Joshi
COO
Facet Wealth
KK
Kelli Keough
Head of Product
J.P. Morgan Wealth Management
JK
Janet King
VP Research
Arizent
AK
Aaron Klein
Co-Founder & CEO
Riskalyze
IK
Iraklis Kourtidis
CEO
Rowboat Advisors
HK
Harsh Kumar
Head of Citi Alliance
Citi Global Wealth
HL
Henry Lao
Vice President, Investments
Mercer Advisors
AL
Andrew Smith Lewis
Special Advisor
CAIS
CL
Cynthia Loh
Head of PFMG Product
Goldman Sachs
SL
Sonya Lutter, Ph.D., CFP
Director, Institutional Research and Education Senior Consultant
Herbers & Company
JM
Justin L. Mack
Wealthtech Reporter for Financial Planning
Arizent
MM
Manish Malhotra
Founder & CEO
Income Discovery
NM
Natalie Miller
CFA, Director, Investment Strategy
Parametric
DO
Diane Omdahl
Co-Founder
i65 Medicare Optimization software
SO
Sloane Ortel
Founder
Invest Vegan
SP
Samuel Palmer
Head of Strategy, Digital Wealth Planning & Advice
J.P. Morgan Wealth Management
MP
Mitali Prasad
CFA, Portfolio Manager & Research Analyst
Trillium Asset Management
PR
Patrick Reed
CEO
Yourstake
LR
Louis Retief
Co-founder & CEO
Hubly
GR
Gabe Rissman
President
YourStake
AR
Aric Rosenbaum
Chief Technologist, Global FSI
Red Hat
TR
Tricia Rothschild
Board Member
Financial Fitness Group
TR
Todd Rovak
Founder
Carefull
SR
Samantha Russell

FMG
TR
Tuppence Russo
Head of Private Wealth Infrastructure
AllianceBernstein
LR
Laura Ryan
Director of Wealth, Americas
ServiceNow
JS
Joe Saari
Founder & Chairman
Financial Fitness Group
TS
Tobias Salinger
Chief Correspondent
Financial Planning
AS
Anthony Santillo
Vice President - Planning Experience
Northwestern Mutual
RS
Rod Sayegh
Managing Director, Head of Digital Strategy
Fiduciary Trust International
CS
Chana Schoenberger
Editor-in-Chief
American Banker
DS
Doug Scott
Co-Founder and CEO
Ethic
TS
Tom Scott
Senior Director, Financial Services Strategy & Transactions
EY-Parthenon
JS
Jeff Shafer
CEO and CO-Founder
CommonGood Capital
AS
Al Sears
Vice President
Dimensional Fund Advisors
SS
Suzanne Siracuse
CEO
Suzanne Siracuse Consulting Services LLC
GS
Gavin Spitzner
President
Wealth Consulting Partners, LLC
BS
Barbara Stutz
Sales
InvestCloud
JS
Jack Swift
President & CRO
TIFIN
MT
Mark Tibergien
EY Advisor in Residence
EY
MT
Michelle Tran
SVP, Head of Enterprise Sales
Vestwell
NT
Nicholas Trepp
Principal
Wealth Partners Capital Group
RT
Reggie Tucker
Managing Director
Manhattan West
LU
Lara Urfer
Senior Product Manager
Income Discovery
LV
Laura Varas
CEO and Founder
Hearts & Wallets
BW
Brian Wallheimer
Managing Editor
Arizent
AW
Andrew Way
Senior Director of Research
Corporate Insight
MW
Molly Weiss
Head of Product
Envestnet, Inc.
JW
Jennifer Wing
SVP, Head of Asset Management
GeoWealth
JW
Jay Jiyuan Wu
Founder & Director
Novus Power
HY
Henry Yoshida
CEO and Co-founder
Rocket Dollar
OT
Oleg Tishkevich
CEO
Invent.us
GZ
Gary Zimmerman
CEO
MaxMyInterest



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