Tiburon CEO Summit L • Attendee List
Tiburon CEO Summit L
Confirmed Attendee List
April 20-22, 2026
Palace Hotel, San Francisco, CA
412 Confirmed Attendees
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Tiburon targets CEO attendees and sends invitations to its semi-annual Tiburon CEO Summits exclusively to CEOs, other C-level executives, executive vice presidents, partners, & managing directors at its 750+ corporate members and other clients. Tiburon invites the top 0.7% of its corporate members' executives after verifying titles through company websites & executive LinkedIn postings. Senior vice presidents, functional heads, & all others are not invited in order to keep the discussion focused on CEO-level issues. The Tiburon CEO Summit steering committee has developed a very detailed Tiburon CEO Summit Attendee Policy which can be reviewed here.
412 Confirmed
Tiburon CEO Summit L Confirmed Attendee List
Tiburon is pleased to announce that the following 412 Tiburon members have already confirmed their attendance for Tiburon CEO Summit L:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Jen Abate (Senior Managing Director, RIA Strategy & Private Wealth, The Blackstone Group)
- Mike Abelson (Executive Vice President, Strategic Partnerships, AssetMark Financial Holdings)
- Neil Abromavage (Business Head, Global Asset & Wealth Management, TD Cowen)
- Alvi Abuaf (Industry Partner, Motive Partners)
- Adam Aderton (Partner, Litigation Asset Management Group, Simpson, Thacher, & Bartlett)
- Amar Ahluwalia (CEO, OneVest)
- Gurinder Ahluwalia (Executive Partner, Thomas H. Lee Partners)
- Qub Ahmed (Business Head, Global Retirement, Workplace, & Wealth, Franklin Templeton Investments)
- Jillian Altamura (Managing Director, Platform Partnerships, iCapital Network)
- Andrew Altfest (CEO, FP Alpha)
- James Amen (Managing Director, Ardea Partners)
- Andina Anderson (Business Head, RIA Blueprint Platform, Cetera Holdings)
- Ted Angus (General Counsel, AssetMark Financial Holdings)
- Mo Ayadi (Chief Information Officer, FMG Suite)
- Sabrina Bailey (President, Foundation Source)
- Kate Baird (Managing Director, Wealth Management Platform, First Rate)
- Wayne Baker (Chief Investment Officer, TIAA Ventures)
- Robb Baldwin (CEO, Trade PMR)
- Colin Barber (Managing Director, Strategic Partnerships, Ocean Park Asset Management)
- Cody Barbo (CEO, Trust & Will)
- John Barkeley (Chief Financial Officer, DPL Financial Partners)
- David Barnard (CEO, Luminary Platforms)
- Karen Barrett (CEO, Unbiased)
- Damien Barry (CEO, SS&C Financial Services International & Europe)
- Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
- Brent Beardsley (Business Head, Investment Advisory, USAA)
- Kris Beck (Chief Legal Officer, Pontera)
- Tobin Bennion (Executive Vice President, Sales, Jump Advisor AI)
- Scott Beshany (Managing Director, Platform Solutions, iCapital Network)
- Rob Bethmann (Managing Director, Broker/Dealers & RIAs, First Rate)
- Adi Bhatia (Executive Vice President, Financial Technology Partners)
- Raj Bhattacharyya (CEO, Robertson Stephens)
- Collin Bhojwani (Managing Director, Allianz Life Ventures)
- Phil Bianchi (Managing Partner, nFleXion Capital Partners)
- Marty Bicknell (CEO, Mariner Wealth Advisors)
- Dave Blair (CEO, Ridgeline)
- Mike Blundin (President, Vestmark)
- Mike Bonardi (Managing Director, Schwab Investor Services)
- Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
- Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Susan Brandeis (Chief Financial Planning Officer, Pure Financial Advisors)
- Dale Brown (CEO, Financial Services Institute)
- Greg Bruce (President, RIA & Custody Services Division, Raymond James Financial)
- Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
- Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
- Karen Budell (Chief Marketing Officer, Conquest Planning)
- Bill Buzaid (Managing Director, Sales & Relationship Management, Moment Technology)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Rich Cancro (CEO, AdvisorEngine)
- David Canter (CEO, Finley Point Strategy)
- Mike Capelle (Co-CEO, Modern Wealth Management)
- Bill Capuzzi (CEO, Apex FinTech Solutions)
- Paul Cardenas (CEO, HNTR AI)
- Blake Cargill (Partner, Republic Capital Group)
- Jeff Carlin (Senior Managing Director, Wealth & Retirement Services, Nuveen Investments)
- Meg Carpenter (CEO, FiComm Partners)
- Michael Carvin (CEO, SmartAsset)
- Mark Casady (Executive Chairman, FMG Suite)
- Todd Cassler (Chief Revenue Officer, Wilshire)
- Mike Castleforte (Senior Partner, Financial Services, The Vistria Group)
- Kathie Chao (Managing Director, Wealth Offers, Operations, & Specialists, Schwab Investor Services)
- Howard Chen (Vice Chairman, Investment Banking, JP Morgan)
- Steve Chen (CEO, Boldin)
- John Clendening (CEO, Earned Wealth)
- Paul Clifford (CEO, STRATxAI)
- Alan Clopine (Executive Chairman, Pure Financial Advisors)
- John Cochran (CEO, Conditor Equity)
- Sarah Cognetti (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
- Reed Colley (President, Orion Advisor Technology)
- Jim Combs (CEO, National Advisors Trust Company)
- Chris Condelles (Chief Strategy Officer, Future Standard)
- Randy Conner (Vice Chairman, Churchill Management Group)
- David Connor (Managing Director, North America, InvestSuite)
- Chris Cook (Executive Vice President, Solutions & Security, Dispatch)
- Lisette Cooper (Vice Chairman, Fiduciary Trust Company International)
- Bill Coppel (Chief Client Growth Officer, Trade PMR)
- Erin Corbett (Chief Operating Officer, NewEdge Advisors)
- Connor Coughlin (Chief Customer Officer, Apex FinTech Solutions)
- Anya Coverman (CEO, Institute for Portfolio Alternatives)
- Susie Cranston (CEO, Cresset Capital Management)
- Todd Crockett (Managing Director, TA Associates)
- Ben Cruikshank (President, Flourish)
- Sheldon Cummings (President, Corporate Business, Smarsh)
- Peter Cutler (Chief Revenue Officer, CapIntel)
- Amin Dabit (Business Head, Traditional Wealth Planning, Edelman Financial Engines)
- Lou D'Addario (Chief Revenue Officer, Foundation Source Philanthropic Solutions)
- Ned Dane (Chief Growth Officer, AdvisorEngine)
- Gerard Daniels (Chief Transformation Officer, PureFacts Financial Solutions)
- Andrew D'Anna (Chief Operating Officer, Schwab Investor Services)
- Travis Danysh (Chief Strategy Officer, Focus Financial Partners)
- Brian DaRosa (Chief Operating Officer, Humanity Labs)
- Sasi Desai (Managing Director, Retail Strategy & Planning, Schwab Investor Services)
- Jen des Grosielliers (CEO, The Mather Group)
- Amy DeTolla (CEO, Aureus Advantage)
- Ryan Diachok (CEO, Geneos Wealth Management)
- Rob Dilbone (Chief Revenue Officer, TradePMR)
- Kevin Dolsen (Chief Operating Officer, Polen Capital Management)
- Abby Domine (Chief Marketing Officer, Flourish)
- Aaron Dorr (Managing Director, Asset Management & Investment Banking, Piper Sandler)
- Raj Doshi (President, April)
- Jim Dowd (CEO, North Capital)
- John Dowd (Chairman, Fiduciary Trust Company International)
- Devon Drew (CEO, AssetLink)
- Peter Dun (CEO, Feathery)
- Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
- Pat Dwyer (CEO, NewEdge Wealth)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- James Eichberger (Executive Vice President, Sales, Dispatch)
- Ryan Eisenman (CEO, Arch)
- Olivia Eisinger (Business Head, Client Experience, Apex FinTech Solutions)
- Ahmad El-Katib (Chief Product Officer, First Rate)
- Parker Ence (CEO, Jump Advisor AI)
- Erkko Etula (CEO, Brooklyn Investment Group)
- Michael Falcon (CEO, Eagle Capital Management)
- Annabel Fan (Chief Revenue Officer, Arch)
- Mike Fanning (CEO, Advisor360)
- Gene Farrell (CEO, Vanilla)
- Will Ferrand (Chief Revenue Officer, InvestSuite)
- Tom Fields (CEO, Fynancial)
- Andy Finnegan (Managing Director, Marketing, Nebo Wealth)
- Bill Frayer (Managing Director, Kelso & Company)
- Michael Freudenstein (Partner, PJT Partners)
- Mark Friedenthal (CEO, Tolerisk)
- Jackie Frommer (Chief Commercial Officer, Trust & Will)
- Ben Fulton (CEO, WEBs Investments)
- Snehal Fulzele (CEO, UPTIQ)
- Josh Funt (Managing Director, Investment Banking, William Blair & Company)
- John Furey (Managing Partner, Advisor Growth Strategies)
- Teddy Fusaro (President, Bitwise Asset Management)
- Gary Gallagher (President, iCapital Network)
- Abbe Galvez-Cordon (Managing Director, Wealth & WealthTech, TD Securities)
- Andres Garcia-Amaya (CEO, Zoe Financial)
- Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
- Matt Gelber (Managing Director, Houlihan Lokey)
- Gregg Giaquinto (President, City National Rochdale)
- Salvatore Giglio (Managing Director, Strategy & Corporate Development, Morgan Stanley Wealth Management)
- Mark Gilbert (CEO, Zocks)
- Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
- Daniel Gilmartin (Chief Marketing Officer, Catchlight)
- Eric Golden (CEO, Canopy Capital Group)
- Vlad Golyk (Partner, Wealth Management, North America, McKinsey & Company)
- Alex Goodwin (CEO, Bridge)
- Jason Gordo (President, Modern Wealth Management)
- Alex Goss (Co-CEO, NewEdge Advisors)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
- Jeff Haller (Senior Managing Director, Evercore)
- Adam Halpern-Leistner (Partner, Hellman & Friedman)
- Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
- Jack Hannah (President, GeoWealth Management)
- Carrie Hansen (Chief Operating Officer, AssetMark Financial Holdings)
- Jack Hansen (Partner, Altas Partners)
- Scott Hanson (Vice Chairman, Allworth Financial)
- Alex Hargrove (CEO, NetLaw)
- Matt Harris (Senior Partner, North America, Wealth Management Consulting, AlphaFMC)
- Ben Harrison (Managing Director, Wealth Solutions, Pershing)
- Andrew Hart (Managing Partner, American Estate & Trust)
- Lizzie Hartley (CEO, TTV Capital)
- Sal Hasnain (Former Managing Director, Financial Services, Ontario Teachers' Pension Plan)
- Fahad Hassan (CEO, Range)
- Tom Haught (CEO, Sequoia Financial Group)
- Kate Healy (CEO, AdvoKate IQ)
- Mike Hecht (Managing Director, Corporate Development, The Charles Schwab Corporation)
- Magnus Helgason (Managing Director, GrowthCurve Capital)
- Philipp Hemmersbach (CEO, Kapnative)
- Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
- Pete Hess (President, PureFacts Financial Solutions)
- Allegra Heyligers (Chief Operating Officer, Global Distribution, Allspring Global Investments)
- Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
- Eric Hoerdemann (Partner, Convergency Partners)
- Mike Hollander (Managing Director, GTCR)
- Anton Honikman (CEO, Anton Honikman)
- Noelle Hozumi (Executive Vice President, Global Sales, Communify)
- Dave Hubbard (CEO, Exemplar Financial Network)
- Kevin Hughes (President, Financial Planning, Advyzon)
- Matt Hulsizer (Co-Founder, Peak6 Group)
- Bob Huret (Co-Founder, Huret Rothenberg)
- Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
- Mark Irizarry (Managing Partner, Republic Capital Group)
- Mark Israel (Chief Technology Officer, Focus Financial Partners)
- Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
- Amit Jain (Managing Director, Financial Services & Investment Banking, Piper Sandler)
- Ali Jawin (Chief Marketing Officer, Pontera)
- Khyra Jeffries (Chief Administrative Officer, TIAA Wealth)
- David Jegen (Managing Partner, F-Prime Capital)
- Cristian Jitianu (Partner, Financial & Business Services Practice, Bain Capital)
- Seth Johnson (Business Head, Billing Development, Envestnet)
- Anders Jones (CEO, Facet)
- Sindhu Joseph (CEO, CogniCor Technologies)
- Shruti Joshi (President, Facet)
- Brad Joudrie (CEO, Conquest Planning)
- Jenny Just (Managing Partner, Peak6 Group)
- Matt Kadnar (Chief Revenue Officer, Nebo Wealth)
- Terri Kallsen (Managing Partner, Partnerships, Rise Growth Partners)
- Will Kangas (Partner, Asset & Wealth Management Strategy, PwC)
- Yvonne Kanner (Managing Partner, TRIA Capital Partners)
- Kunal Kapoor (CEO, Morningstar)
- Anish Karyat (Chief Markets Officer, Moment Technology)
- Greg Kasavana (Chief Financial Officer, FMG Suite)
- Paul Keeton (Managing Director, Investments, Prospera Financial Services)
- Andrew Keiper (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
- Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
- Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
- Mike Kelly (Co-President, Future Standard)
- Dan Kern (Chief Investment Officer, Nixon Peabody)
- Zack Khan (President, Feathery)
- Michael Kim (CEO, AssetMark Financial Holdings)
- Max Klein (CEO, LEA)
- Nick Knepper (CEO, EquityNav)
- Kevin Knull (CEO, TaxStatus)
- Tim Kochis (CEO, Kochis Global)
- Bill Koehler (CEO, FCI Advisors)
- Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
- Stephen Kump (President, Donor Advised Funds, Foundation Source)
- Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
- Brendan Lake (CEO, PPB Capital Partners)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Tait Lane (Managing Principal, Merit Financial Group)
- Stephen Langlois (CEO, Seaport Consulting Partners)
- John Langston (CEO, Republic Capital Group)
- Marvin Larbi-Yeboa (Partner, Financial & Business Services Practice, Bain Capital Private Equity)
- Shannon Larson (President, AE Wealth Management)
- David Lau (CEO, DPL Financial Partners)
- Mark Lavan (Business Head, Wealth Management, Franklin Templeton Investments)
- Bob Leaper (Chief Sales Officer, Smartleaf)
- Patrick Leonard (Managing Director, Financial Technology, Investment Banking, Citigroup)
- Dan Levin (Chief Financial Officer, Oaktree Capital Management)
- Sarah Levy (CEO, Betterment)
- Andrew Lewis (Executive Vice President, Partnerships, Communify)
- Frieda Lewis (Managing Director, Client Engagement, Broadridge Financial Solutions)
- Michael Liersch (Chief Planning Officer, Edelman Financial Engines)
- Steve Lockshin (Founder, Vanilla)
- Randy Long (CEO, Titan Asset Holdings)
- Rafael Loureiro (CEO, Wealth.com)
- Steve Lundquist (Business Head, RIA Channel, JP Morgan Funds Management)
- Paul Lussow (CEO, TIFIN Give)
- Jane Ma (Managing Director, Moelis & Company)
- Rob MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
- Mani Mahadevan (Founder, Valur)
- Satayan Mahajan (CEO, Datalign Advisory)
- Ana Mahony (CEO, Addition Wealth)
- Lou Maiuri (CEO, AssetMark Financial Holdings)
- Paul Majerus (Partner, Republic Capital Group)
- Manish Malhotra (CEO, Income Discovery)
- Brian Marchiel (Chief Product Officer, MyVest)
- Stan Markuze (CEO, Balance)
- Jeff Marvaldi (Managing Director, Blue Owl Capital)
- Hugh Massie (CEO, DNA Behavior)
- Suma Mathew (Chief Product Officer, Jiffy.ai)
- Mat Mathews (Chief Product & Engineering Officer, Advisor360)
- Matthew Matrisian (President, Signature Estate & Investment Advisors (SEIA))
- Dexter McAuley (Chief of Staff, Morningstar)
- Tom McCarthy (Chief Distribution Officer, DPL Financial Partners)
- Patrick McKenna (Executive Chairman, Facet)
- David McNatt (Chief Wealth Solutions & Strategy Officer, AssetMark Financial Holdings)
- Kapil Mehra (Business Head, Mergers & Acquisitions and Investment Banking, RBC Capital Markets)
- Doris Meister (CEO, Cove Hollow Advisors)
- Josh Mersberger (Managing Principal, Merit Financial Group)
- Eric Metz (Chief Investment Officer, SpiderRock Advisors)
- Rick Meyers (Executive Managing Director, Client & Advisory, Bernstein Private Wealth)
- Jerry Michael (President, Smartleaf)
- Dave Michaud (Co-Business Head, United States Intermediary Distribution, Eaton Vance Distributors)
- Kirk Michie (Senior Managing Director, Candor Advisors)
- Evan Middleton (Managing Director, Tactical Opportunities, The Blackstone Group)
- Justin Miller (Partner, Financial Services & FinTech, Bain & Company)
- Megan Miller (Chief Operating Officer, Equities, Allspring Global Investments)
- Chris Mills (Executive Vice President, Wealth Solutions, Feathery)
- Steve Milovanovic (Managing Director, Financial Institutions Group & Investment Banking, Citigroup)
- Christian Mitchell (President, Cetera Solutions)
- Mike Mock (President, Sammons Wealth)
- David Moricca (CEO, Socialive)
- Joe Mrak (CEO, Foundation Source)
- David Musto (Chairman, Ascensus)
- Vinay Nair (CEO, The TIFIN Group)
- Rob Nance (CEO, Dispatch)
- Cheryl Nash (President, APL InvestCloud)
- Charlie Nelson (CEO, Nelson Advisory Services)
- Rob Nelson (CEO, NorthRock Partners)
- Joe Nestlerode (Partner, Wealth Technology, AlphaFMC)
- Liz Nesvold (Executive Chairwoman, Emigrant Family Office)
- Brett Nielsen (Senior Partner, North America, Client & Digital, Asset & Wealth Consulting, AlphaFMC)
- Bill Nook (Managing Director, Moelis & Company)
- Rob O'Boyle (Chief Revenue Officer, PureFacts Financial Solutions)
- Chris Ollendike (Chief Growth Officer, SMArtX Advisory Solutions)
- Thomas Olsen (Partner, Financial Infrastructure, Data & Technology, Bain & Company)
- Harry O'Mealia (CEO, 1919 Investment Counsel)
- Lisa Opoku (Chief Operating Officer, Future Standard)
- Eden Ovadia (CEO, Finny AI)
- Eric Pan (CEO, Investment Company Institute)
- Arjun Patel (Partner, Asset & Wealth Management, PwC)
- Darshan Patel (Chief Financial Officer, Facet)
- Rob Pettman (President, The TIFIN Group)
- Kirsten Pickens (Managing Director, United States Distribution, Future Standard)
- Jon Pincus (CEO, SMArtX Advisory Solutions)
- Jakob Pizzera (Chief Operating Officer, OneVest)
- James Poer (CEO, Kestra Holdings)
- Andrei Pop (CEO, Humanity Labs)
- Zach Powell (Partner, Eos Ventures)
- Ron Pruitt (President, Orion Wealth Management)
- Hao Qin (Chief Strategy Officer, Aspen Standard Wealth)
- Chrissy Quinn (Managing Director, Enterprise RIA Wealth Business, BlackRock)
- Jason Quinn (Chief Operating Officer, Advisor360)
- Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
- Eric Rachmel (CEO, OLarry)
- Carolyn Raden (Chief Financial Officer, Clearstead Advisors)
- Matt Radgowski (CEO, Halo Investing)
- Kevin Rafferty (Former Senior Advisor, Addition Wealth)
- Dean Rager (Chief Operating Officer, Geneos Wealth Management)
- Sumit Rajpal (CEO, GrowthCurve Capital)
- Sid Ramakrishnan (Managing Director, Genstar Capital)
- Craig Ramsey (Chief Operating Officer, AdvisorEngine)
- Boris Rapoport (Senior Partner, Financial Services, The Vistria Group)
- Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
- Mike Reed (Partner, Republic Capital Group)
- Matt Regan (President, Wealthcare Capital Management)
- Matt Reidy (Managing Director, Wealth Services, Humanity Labs)
- Chaz Reiling (Chief Legal Officer, TradePMR)
- Eduardo Repetto (Chief Investment Officer, Avantis Investors)
- Larry Restieri (CEO, Hightower Holding)
- Brian Riley (Business Head, Global Wealth Management, BNY)
- Robert Roberts (Managing Director, New Mountain Capital)
- Collin Roche (Co-CEO, GTCR)
- James Rockwood (CEO, CapIntel)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Karl Roessner (CEO, Vestmark)
- Mark Rogozinski (Managing Director, Family Office Services, Emigrant Bank)
- Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
- Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
- Dan Rosen (CEO, D1g1t)
- Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
- Brian Ross (CEO, Flyer Financial Technologies)
- Gary Roth (Co-CEO, Modern Wealth Management)
- April Rudin (CEO, The Rudin Group)
- Dan Ruggieri (Managing Director, Corporate Strategy & Development, Future Standard)
- Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
- Debasis Sahu (Partner, Asset & Wealth Management, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Eric Salz (Managing Director, Private Wealth Services, The Charles Schwab Corporation)
- Jonathan Scheid (President, Focus Partners Advisor Solutions)
- Erik Schneberger (Chief Marketing Officer, American Century Investments)
- Dave Schrohe (Partner, Convergency Partners)
- Bruxa Schwartz (Managing Director, Development, Endaoment)
- Jason Schwarz (CEO, Wilshire)
- Skip Schweiss (CEO, Sierra Investment Management)
- Adam Scully-Power (Managing Director, Sales, Nebo Wealth)
- Lauren Seidman (Managing Director, Stone Point Capital)
- Dan Seivert (CEO, Echelon Partners)
- Liz Sessler (President, CapShift)
- Tom Severance (Chief Revenue Officer, OneVest)
- Patrick Shaddow (CEO, Syntax Data)
- Sachin Shah (CEO, Mantri Advisory)
- Sunay Shah (Managing Director, Business Development & Partnerships, OneVest)
- Yaela Shamberg (Chief Product Officer, Communify)
- Andy Shapiro (Managing Director, PJT Partners)
- Dave Shapiro (Co-Founder, Arta Finance)
- Estee Shor (Chief Operating Officer, Foundation Source)
- Larry Shumbres (CEO, Archive Intel)
- Brad Siegert (Partner, Ardea Partners)
- Babu Sivadasan (CEO, Jiffy.ai)
- Ken Sleeper (Managing Director, Sierra Investment Management)
- Anna Smith (Executive Vice President, Marketing, Smartleaf)
- Charles Smith (Partner, Wealth & Asset Management Practice, Ernst & Young)
- Greg Smith (Managing Director, Financial Technology Partners)
- Kirk Smith (Managing Director, GTCR)
- Marshall Smith (Managing Director, First Rate Ventures)
- Tom Smith (Chief Growth Officer, DPL Financial Partners)
- Brad Smithy (President, Wealth Management, Elevation Point)
- Dane Snowden (CEO, Certified Financial Planner Board of Standards (CFP Board))
- Ammer Soliman (Chief Operating Officer, Moment Technology)
- Jenny Souza (CEO, Emigrant Partners)
- Adam Spector (CEO, Fiduciary Trust)
- Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
- Peter Spinelli (Managing Director, Asset and Wealth Management & Investment Banking, RBC Capital Markets)
- John Stadtler (Partner, United States Financial Services & Advisory Services, PwC)
- Mike Stanley (Chief Financial Officer, MyVest)
- Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
- David Stedman (CEO, Bright Dime)
- Avy Stein (Co-Chairman, Cresset Capital Management)
- Brian Stern (Partner, Private Investments, Declaration Partners)
- Andy Stewart (Executive Chairman, Wilshire)
- Dave Stone (CEO, First Rate)
- Trina Stone (Executive Chair, First Rate)
- Julie Sunwoo (President, DAFgiving360, The Charles Schwab Corporation)
- Mark Swan (CEO, Nevis Wealth)
- Wilbur Swan (CEO, Catchlight)
- Marie Swift (CEO, Impact Communications)
- John Taft (Vice Chairman, Baird)
- Binoy Talati (Managing Director, RIA Business Development & Enterprise Relationship Management, iCapital Network)
- Martin Tarlie (Chief Product Officer, Nebo Wealth)
- Andrew Tarver (President, Private Markets Network, InvestCloud)
- Keith Taylor (Managing Director, The Cynosure Group)
- Darren Tedesco (President, Advisor360)
- Clare Teeling (Chief of Staff, Humanity Labs)
- John Telling (Managing Director, Institutional Advisor Business, JP Morgan Asset Management)
- Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
- Dave Thornton (CEO, Vested)
- Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
- Bonnie Tomczak (CEO, Northwestern Mutual Wealth Management Company)
- Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
- Andrew Tropp (CEO, Anchor Mill Group)
- Neil Turner (Co-CEO, NewEdge Advisors)
- Luis Valdich (CEO, VIM Investors)
- Bill VanLaw (CEO, WVL Group)
- Wim Van Lerberghe (CEO, Advintro)
- Samir Vasavada (CEO, Vise Technologies)
- Bob Veres (Publisher, Inside Information)
- Swati Verma (Business Head, Wealth & Advisor Platforms, Charles River Development, State Street Corporation)
- Scott Victoria (Chief Operating Officer, TradePMR)
- Rodrigo Vicuna (CEO, Wealthie)
- Gaurav Vohra (Managing Director, Wealth & WealthTech Investment Banking, JP Morgan)
- Kendrick Wakeman (CEO, WealthTech Strategy Partners)
- Hardeep Walia (Managing Director, Artificial Intelligence & Personalization, The Charles Schwab Corporation)
- Mark Wellman (Executive Vice President, Wealth Growth, Feathery)
- Ian Wenik (Editor, CityWire RIA)
- Jason Wenk (CEO, Altruist)
- Scott White (CEO, FMG Suite)
- Ryan Wickert (Chief Financial Officer, The Mather Group)
- Craig Wietz (President, First Rate)
- David Wiley III (President, Wiley Brothers-Aintree Capital)
- Chris Wilkins (CEO, Baker Street Advisors)
- Tanya Wilkins (Chief of Staff, Communify)
- Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley)
- David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice)
- John Wise (CEO, Communify)
- Matt Witkos (President, Eaton Vance Distributors)
- Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
- Dave Wright (Managing Director, Sierra Investment Management)
- Nick Wright (CEO, SS&C Global Investor & Distribution Solutions)
- Zofia Wright (Partner, Sierra Investment Management)
- Alan Zafran (Co-Managing Partner, IEQ Capital)
- Richard Zak (Managing Director, San Francisco & Peninsula, The Charles Schwab Corporation)
- Ross Znavor (President, Vise Technologies)
- Jill Zucker (Senior Partner, McKinsey & Company)
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