Anne Ackerley
Managing Director

BlackRock

Bernie Clark
EVP & Head of Schwab Advisor Services
Charles Schwab

Dr. Kelli Keough
Global Head of Digital Wealth Management
JPMorgan Chase

Michael Kitces
Partner and Director of Wealth Management
Pinnacle Advisory Group

Bob Miller
Vice Chairman & CEO

Private Client Resources LLC

Kelly O’Donnell
EVP and Chief Administrative Officer and Chief Risk Officer
Edelman Financial Engines

Elizabeth Overbay
Chief Operating Officer and Chief Financial Officer
Marcus by
Goldman Sachs®

Shirl Penney
President and CEO
Dynasty Financial Partners

Christopher Randazzo
President of Private Wealth Management

Rockefeller Capital Management

Barry Ritholtz
Co-Founder and Chief Investment Officer
Ritholtz Wealth Management LLC

Karl Roessner
CEO
E*TRADE Financial Corporation

Amit Sahasrabudhe
COO
RBC Wealth Management

Martin Small
Managing Director

BlackRock's U.S. Wealth Advisory

Michael Spellacy
Senior Managing Director
Accenture Global Capital Markets Practice Lead

Jon Stein
CEO and Founder
Betterment

Rich Steinmeier
Managing Director, Divisional President
LPL Financial

Sunayna Tuteja
Head of Strategic Partnerships & Emerging Technologies

TD Ameritrade

Kraleigh Woodford
Managing Director, Head of Digital Client Experience
UBS Wealth Management

Mike Sha
Co-Founder and CEO
SigFig

Sebastian Dovey
Entrepreneur, Thought Leader, Angel, Aoard Advisor and 
In|Vest Conference Chair

Caleb Silver
Editor in Chief

Investopedia

Gauthier Vincent
Principal and Wealth Management Leader
Deloitte Consulting 

April Rudin
Founder and President
The Rudin Group

Jessica Willis
Founder & CEO
pocketnest

Cheryl Nash
President, Investment Services

Fiserv

Leigh Feldman
Managing Director
Promontory Financial Group

Lowell Putnam
Head of Partnerships
Plaid

Kevin Adams
SVP
Raymond James

Scott Blandford
Chief Digital Officer and Head of TFS Technology

TIAA

Randy Bullard
General Manager of
Wealth Management
SigFig

Dani Fava
Director of Innovation
TD Ameritrade Institutional

Leonard Golub
Managing Director,
Market Head
UBS Wealth Advice Center

Tricia Haskins
VP of Digital Strategy & Platform Consulting
Fidelity Institutional

Rohit Mahna
SVP & General Manager Financial Services
Salesforce

Kabir Sethi
Managing Director, Head of Digital Wealth Management
Bank of America

Erich Smith
EVP and COO 
PNC Wealth Management

Milorad Stefanovic
EVP of Digital Technology
IGM Financial

William Trout
Head of Wealth Management Research
Celent

Andy Wang
Global Head of Wealth and Asset Management
Salesforce

Philip Watson
Head of the Global Investment Lab and Chief Innovation Officer for the Private Bank
Citi

Sean Allocca

Associate Editor
Financial Planning

Amonte Andrews
Business and Technology Development Officer
Copytalk

Yamini Bhat
CEO
Vymo Inc.

Josh Book
Founder and CEO
ParameterInsights

Dan Brady

VP of Sales - Wealth Management
Trendrating

Tom Burmeister
VP, Financial Planning
Advicent

Megan Carpenter
CEO and Co-Founder
FiComm Partners

Hamesh Chawla
EVP and CTO
Edelman Financial Engines

Alex Cheatle

CEO
Ten Group

Jad Chehlawi
Founder and CEO
Systelos

Sean Collins
Research Manager

Deloitte Services

Koley Corte
SVP and Global Head of Business Transformation
Alliance Bernstein

Denise Coursey

President
Motley Fool Asset Management

Penny Crosman
Editor at Large
American Banker

Phil Darling
Head of Research

ParameterInsights

Lindsay Davis
Senior Intelligence Analyst
CB Insights

Jim Del Favero

Chief Product Officer
Personal Capital

Christopher DeLaura
Director of Private Banking and Advisory
Fieldpoint Private

Lule Demmissie
President

Ally Invest

Suleman Din
Technology Editor
Financial Planning

Janice Diner

CEO and Founding Partner
Horizn

Teron Douglas
Head of Digital Capabilities
Merrill Edge

Eugene Elias
COO and Founding Partner

Atria Wealth Solutions

Chelsea Emery
Editor-in-Chief of Financial Planning
SourceMedia

Catherine Flax

Financial Services Advisor and Board Member

Rob Foregger
Co-Founder
NextCapital

Steve Frook
VP Sales

Horizn

Andres Garcia
CEO and Co-Founder
Zoe Financial

Damon Gatison

Associate Partner

Synpulse

Jason Gordo
SVP, Head of Client Experience
United Capital

Wes Graves
SVP

55ip

John Heinen
Chief Technology Officer
Advicent

Sean Hollingshead

VP of Managed Accounts

Orion Advisor Services

Anton Honikman
CEO
MyVest

Rhian Horgan
Founder and CEO

Kindur

Jason Hornik
Vice President of Strategy
Zeta Global

Craig Iskowitz

CEO and Founder

Ezra Group

Garvin Jabusch
Chief Investment Officer
Green Alpha Advisors

Matthew Jackson
Pricing and Marketing Consultant

Dialektic Consulting

Sam Jackson
Director Product Management
Neustar

Jared Johnson

Digital Strategy Principal

Solstice

Adrian Johnstone
Chief Commercial Officer
Practifi

Anders Jones
CEO and Co-Founder

Facet Wealth

David Karandish
Co Founder & CEO
Jane.Ai

Veena Khanna

Director of Strategy and Implementation

Key Private Bank

Samuel Lee
Market Development Manager, Wealth Management Solutions

Refinitiv

Joshua Levin
Co-Founder and Chief Strategy Officer

OpenInvest

Tanaya Macheel
Reporter
Cheddar

Jud Mackrill

Chief Marketing Officer

Carson Group

Rohit Mahra
SVP & General Manager Financial Services

Salesforce

Lucille Mayer
COO

Apex Clearing

Purti Mehra
Marketing Manager
North America
Appway

Andrew Merrill

Head of Sales, North America

BondIT

Gerard Michael
President and Co-Founder

Smartleaf, Inc.

Anish Mitra
Stand-Up Comedian, Entertainer and Recovering Investment Banker

Alan Moore
Co-Founder
XY Planning Network

Meghan Morris

Senior Finance Reporterr

Business Insider

Maree Moscati
CEO

Copytalk, LLC

Nathan Mueller
Founder and CEO

Zennify

Ray Mulligan
Managing Director, Product Strategy
IFS

Joe Nadreau

Head of Independent Brokerage & Platform Services

Wells Fargo Advisors

Kiran Narsu
Chief Revenue Officer

Kasisto

David Neiterman
Business Development Manager

Smartleaf, Inc.

Liz Nesvold
Managing Partner
Silver Lane
Advisors

Antonio Novillo

Chief Information and Operations Officer

BMO Wealth & Asset Management

Abraham Okusanya
CEO

Timeline.co

Charles Paikert
Senior Editor

Financial Planning

Michael Perera
Senior Digital Partner and the Wealth & Asset Management Consulting Practice Leader
Cognizant

Loren Pierson

Chief Operations Officer

Mercer Advisors

Tim Porter
Director, Product Management

IFS

Jeff Prudhomme
Director of Technology Services

Zennify

Lauren Radcliffe
Vice President
E*TRADE

Prasad Ramani

Founder and CEO

Syntoniq, Inc.

Mukund Rao
Practice Head – Asset & Wealth Management

Cognizant

Hillel Raz
Chief Scientist; Technology Co-Founder,

BondIT

Dr. Jon Roberts
President
Dotdash Finance

Patrick Rodman

SVP, Director of Advice Offerings, WFA Digital & Automated Investing

Wells Fargo Advisors

Simon Roy
President and CEO

Jemstep

Nina Schneider
Head of Products & Solutions

Appway

Sachin Shah
Chief Operating Officer
55ip

John Shammas

Chief Product Officer

DriveWealth LLC

Abhishek Singh
Global Wealth Management Lead

Capgemini Financial Services

John Siracusa
Host ‘Bank On It’ Podcast

Bank On It

Kevin Smith
Wealth Advisor
Bronfman Rothschild

David Snider

Founder & CEO

Harness Wealth

Robert Stanich
Offering Manager, Watson Financial Services

IBM

Jim Starcev
Principal

Nexa Insights

Anand Talwar
Deposits & Consumer Strategy Executive
Ally Bank

Alvaro Luis Teixeira

Head of Customer Value Management

HSBC USA

David Teten
Venture Partner

HOF Capital

Samir Vasavada
Co-Founder & CEO

Vise AI

Kapin Vora
Partner
Capco

Jason Voss

CEO

Active Investment Management

(AIM) Consulting

Brian Walsh
Wealth Management Specialist

Wealth Management Specialist

Edmond Walters
CEO

Apprise Labs, LLC

Sean Welsh
Financial Services Practice Lead
Zeta Global

Matt Wilson

Senior Enterprise

Account Manager

Envestnet | MoneyGuide

Marc Wiznia
Head of Enterprise Strategy & Business Development

Voya Financial

Kyle Zasky
Partner

SenaHill Partners LP

Plus more online!

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