- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
- Rohit Agarwal (Co-CEO, SoraFinance)
- Amar Ahluwalia (CEO, OneVest)
- Logan Allin (Managing Partner, Fin Capital)
- Austin Allison (CEO, Pacaso)
- Adam Antoniades (CEO, Cetera Financial Group)
- Daniel Applegarth (Chief Financial Officer, Orion Advisor Solutions)
- Carolyn Armitage (President, Thrivent Advisor Network)
- Anil Arora (President, Wealth, The TIFIN Group)
- Jim Ashton (Partner, Newspring Capital)
- Barrett Ayers (CEO, Adhesion Wealth Advisor Solutions)
- Sabrina Bailey (CEO, Fiducient Advisors)
- Cody Barbo (CEO, Trust & Will)
- David Barnard (CEO, Luminary)
- Ryan Barrows (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
- Ryan Beach (President, Orion Wealth Management)
- Noreen Beaman (Vice Chairman, Orion Advisor Solutions)
- Brent Beardsley (Principal, Strategy & Development, The Vanguard Group)
- Jon Beatty (Chief Operating Officer, Schwab Advisor Services)
- Erik Beck (Chief Growth Officer, Millennium Trust Company)
- Dave Bellaire (General Counsel, Financial Services Institute (FSI))
- Rob Bethmann (Managing Director, First Rate)
- Raj Bhattacharyya (CEO, Robertson Stephens)
- Marty Bicknell (CEO, Mariner Wealth Advisors)
- Adam Birenbaum (CEO, Buckingham Wealth Partners)
- Erica Birke (Managing Director, Marketing & Communications, Fidelity Institutional)
- Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
- Scott Bosworth (Business Head, Enterprise Group, Dimensional Fund Advisors)
- Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Susan Brandeis (Chief Financial Planning Officer, Pure Financial Advisors)
- Dave Breslin (Executive Vice President, Wealth Management, General Catalyst Partners)
- Matt Brown (CEO, CAIS)
- Reggie Browne (Principal, GTS)
- Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Michael Capella (Business Head, Registered Investment Advisor (RIA), Independent Broker/Dealer (IBD), & Bank Channel, Alliance Bernstein)
- Mike Capelle (Co-CEO, Modern Wealth Management)
- Bill Capuzzi (CEO, Apex FinTech Solutions)
- Jeff Carlin (Senior Managing Director, United States Retail, Nuveen Investments)
- Chris Chambs (CEO, Allianz Investment Management)
- Tom Chard (CEO, North America, FNZ Group)
- Howard Chen (Managing Director, Investment Banking, JP Morgan)
- Stephen Chen (CEO, NewRetirement)
- Preston Cherry (Co-Founder, Practice Intelligence)
- David Chubak (Business Head, Wealth Management, Edward Jones & Company)
- Eric Clarke (CEO, Orion Advisor Solutions)
- Alan Clopine (Executive Chairman, Pure Financial Advisors)
- Ziv Conen (Partner, New Era Capital Partners)
- Randy Conner (President, Churchill Management Group)
- Julie Cooling (CEO, Labworks)
- Brendon Cooper (Senior Executive Vice President, Business Development, CopyTalk)
- Jason Coots (Chief Marketing Officer, Battle Financial)
- Cliff Corso (President, Advisors Asset Management)
- Connor Coughlin (Business Head, FinTech, Apex FinTech Solutions)
- Martin Cowley (Chief Product Officer, LifeYield)
- Rob Crnkovic (Chief Revenue Officer, CapIntel)
- Todd Crockett (Managing Director, TA Associates)
- Ben Cukier (Partner, Centana Growth Partners)
- Pam Cytron (President, The Founders Arena)
- Ned Dane (Chief Growth Officer, Advisor Engines)
- Gerard Daniels (Chief Financial Officer, PureFacts Financial Solutions)
- Alex David (CEO, Stifel Independent Advisors)
- Samuel Deane (CEO, Deane Wealth Management)
- Jon de St. Paer (CEO, Charles Schwab Investment Management)
- Carolyn Dewar (Senior Partner, McKinsey & Company)
- Sudip Dhingra (Managing Director, Wealth Management, Citizens Bank)
- Carlos Diez (CEO, MarketGrader)
- Michael DiSimone (Chief Operating Officer, Millennium Trust Company)
- Ryan Dolan (Business Head, Consumer, Millennium Trust Company)
- Abby Domine (Chief Markeitng Officer, Flourish)
- Tom Dorsky (Managing Director, Wealth Strategies Group, The Charles Schwab Corporation)
- Jim Dowd (CEO, North Capital Private Securities)
- John Dowd (CEO, Fiduciary Trust Company International)
- Joe Duran (Former CEO, Goldman Sachs Personal Financial Management)
- Mike Durbin (CEO, Cetera Holdings)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- Ric Edelman (CEO, Digital Assets Council of Financial Professionals (DACFP))
- Olivia Eisinger (Business Head, Advisory, Apex FinTech Solutions)
- Paul Emery (Partner, Altas Partners)
- Pete Engelken (Chief Operating Officer, Allworth Financial)
- John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
- Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
- Bill Fahrbach (Chief Financial Officer, Facet Wealth (DBA Facet))
- Michael Falcon (CEO, Eagle Capital Management)
- Alex Farman-Farmaian (Co-Founder, Alternativ)
- Gene Farrell (CEO, Vanilla)
- Dani Fava (President, Product Innovation, Envestnet)
- April Ferrell (Managing Director, Business Development, Investments & Wealth Institute)
- Terri Fiedler (President, Retirement Services, Corebridge Financial)
- Markus Fischer (Business Head, Strategic Business Development, The Vanguard Group)
- Rick Folk (Managing Director, Central Region, Fidelity Investments)
- Heather Fortner (CEO, SignatureFD)
- Greg Friedman (Business Head, Exchange Traded Funds (ETFs), Fidelity Investments)
- Ben Fulton (CEO, Elkhorn Consulting)
- John Furey (Managing Partner, Advisor Growth Strategies)
- Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
- Lacy Garcia (CEO, Willow)
- Ryan George (Chief Marketing Officer, Docupace Technologies)
- Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
- Sirisha Gorjala (Chief Product Officer, Millennium Trust Company)
- Mark Gormley (Partner, Lee Equity Partners)
- Adam Green (CEO, Asset Management, FNZ Group)
- Broderick Green (Executive Director, Arlington Economic Development Corporation)
- Jake Greenberg (Managing Director, Pure Financial Advisors)
- Grayson Greer (Managing Director, First Rate Global)
- Steve Gresham (Managing Principal, Next Chapter)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Jesse Gurevich (Chief of Staff, VRGL)
- Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
- Christian Haigh (CEO, Alternativ)
- Jeff Haller (Managing Director, Wealth Management, Investment Banking, The Goldman Sachs Group)
- Rasheed Hammouda (Chief Product Officer, Alternativ)
- Lisa Hanes (Chief Operating Officer, PGIM Custom Harvest)
- Scott Hanson (Co-CEO, Allworth Financial)
- Philip Hasbrouck (Managing Director, Cliffwater)
- Sal Hasnain (Managing Director, Financial Services, Ontario Teachers Pension Plan)
- Kamal Hassan (Managing Partner, Loyal VC)
- Paul Hatch (CEO, Vestria Capital)
- Pete Heckmann (Managing Director, Equity Research, Equity Capital Markets, DA Davidson & Company)
- Ray Hennessey (CEO, Vocatus)
- Pete Hess (Chief Revenue Officer, Americas, InvestCloud)
- Josh Hile (CEO, Citizen Mint)
- Amanda Hindlian (President, ICE Fixed Income & Data Services)
- Sam Hodges (Partner, Endurance Companies)
- Mark Hoffman (CEO, LifeYield)
- Tim Holland (Chief Investment Officer, Orion OCIO Business)
- Mike Hollander (Managing Director, GTCR)
- Scott Holsopple (Chief Growth Officer, Hightower Holding)
- Anton Honikman (CEO, MyVest)
- Hunter Horsley (CEO, Bitwise Asset Management)
- Rick Hough (CEO, Silvercrest Asset Management Group)
- Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
- Jonathan Hudacko (Business Head, Personalized Indexing, The Vanguard Group)
- Jay Hummel (CEO, Wealth Advisor Growth Network)
- Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James Financial)
- Karen Inkel (Business Head, Advice & Planning Solutions, Thrivent Financial for Lutherans)
- Craig Iskowitz (CEO, Ezra Group)
- David Jegen (Managing Partner, F-Prime Capital)
- Kim Jenson (Chief Operating Officer, Private Client Group, Raymond James Financial)
- Seth Johnson (Business Head, Billing Development, Envestnet)
- Matt Johnston (CEO, Red Rock Strategic Partners)
- Anders Jones (CEO, Facet Wealth (DBA Facet))
- Alli Jordan (President, LibertyFi)
- Shruti Joshi (President, Facet Wealth (DBA Facet))
- Samir Kaji (CEO, Allocate)
- Joanna Kanakis (Executive Vice President, Business Development, Halo Investing)
- Kunal Kapoor (CEO, Morningstar)
- Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
- Heather Kelly (CEO, Kelly Like Consulting)
- Rick Kent (CEO, Merit Financial Advisors)
- Frank Kettle (Senior Managing Director, Colchester Partners)
- Tom Kimberly (Chief Product & Technology Officer, Edelman Financial Engines)
- Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
- Mark Klein (CEO, PCS Retirement)
- Blake Kleinman (Partner, Hellman & Friedman)
- Brad Knapp (President, Clearstead Advisors)
- Tim Kochis (CEO, Kochis Global)
- Bill Koehler (CEO, FCI Advisors)
- Ravi Koka (CEO, Stocksnips)
- Michael Kosic (Managing Partner, Loyal VC)
- Gabe Krambs (Chief Technology Officer, Alternativ)
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- Sallie Krawcheck (CEO, Ellevest)
- Venu Krishnamurthy (Business Head, Aladdin WealthTech, BlackRock)
- Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
- Biju Kulathakal (Co-Founder, Halo Investing)
- Alex Laipple (Chief Growth Officer, Ethic Investing)
- Bryon Lake (Business Head, ETF Solutions, JP Morgan Asset Management)
- Randy Lambert (Executive Vice President, Technology Operations, Orion Advisor Solutions)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Michael Lane (Business Head, Enterprise, United States Wealth Advisory, BlackRock)
- Max Lane (CEO, Flourish)
- Stephen Langlois (President, Kestra Financial)
- John Langston (Managing Partner, Republic Capital Group)
- Dan Laszlo (CEO, Millennium Trust Company)
- David Lau (CEO, DPL Financial Partners)
- Leslie Leach (Chief Marketing & Strategy Officer, Hearsay Systems)
- Bryan Levy (Managing Diretor, Strategy, Consumer Directed Business, Millennium Trust Company)
- Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
- Ben Littman (Chief Solutions Officer, Pure Financial Advisors)
- Tom Livergood (Founder, The Family Wealth Alliance)
- Steve Lockshin (CEO, AdvicePeriod)
- Scott MacKenzie (President, Fidelity Clearing Canada)
- Scott MacKillop (CEO, First Ascent Asset Management)
- Manish Malhotra (CEO, Income Discovery)
- Brian Marchiel (Chief Product Officer, MyVest)
- Greg Mashinter (Partner, Peloton Capital Management)
- Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
- Natalie McIntyre (Business Head, Technology Services, Alpha FMC)
- Brian McLaughlin (CEO, Orion Advisor Technology)
- Michael Meehan (Managing Director, Marketing, TFC Financial Management)
- Runik Mehrotra (President, Vise Technologies)
- Bhavi Mehta (Partner, Bain & Company)
- Kelby Meyers (CEO, Nestimate)
- Kirk Michie (Senior Managing Director, Candor Advisors)
- Matt Middleton (CEO, Advisor Circle)
- Lew Minsky (CEO, Defined Contribution Institutional Investment Association (DCIIA))
- Kurt Miscinski (CEO, Cerity Partners)
- Sandeep Mishra (Chief Technology Officer, Allworth Financial)
- Christian Mitchell (Chief Customer Officer, Northwestern Mutual)
- Dan Moisand (Principal, Moisand, Fitzgerald, & Tamayo)
- Joe Mrak (CEO, Foundation Source Philanthropic Services)
- Philippe Naegeli (CEO, Gen Two Asset Management)
- Eli Nagler (Senior Managing Director, Private Equity, The Blackstone Group)
- Vinay Nair (CEO, TIFIN)
- Cheryl Nash (Chief Customer Executive, InvestCloud)
- Daniel Needham (President, Morningstar Wealth)
- Charlie Nelson (CEO, Nelson Advisory Services)
- Blake Nesbitt (Managing Director, Cliffwater)
- Liz Nesvold (President, Cresset Capital Management)
- Matt Newman (Chief Customer Officer, Hearsay Systems)
- Kendrick Nguyen (CEO, Republic)
- Bill Nook (Managing Director, Moelis & Company)
- Harry O'Mealia (CEO, 1919 Investment Counsel)
- Bob Oros (CEO, Hightower Holding)
- Siddhartha Oza (CEO, SoraFinance)
- Anna Paglia (Business Head, Exchange Traded Funds (ETFs) & Index Strategies, Invesco)
- Rose Palazzo (President, Financial Planning, Envestnet)
- Mike Paul (Senior Advisor, Flexpoint Ford)
- David Peacock (CEO, Messick, Peacock, & Associates)
- Shelby Perez (Chief Solutions Officer, Orion Portfolio Solutions)
- Chris Perry (President, Broadridge Financial Solutions)
- Jodi Perry (President, Independent Contractors Division, Raymond James Financial)
- Rob Pettman (Executive Vice President, Wealth Management Solutions, LPL Financial)
- Don Phillips (Managing Director, Morningstar)
- John Phillips (Executive Vice President, Platform Sales, Fidelity Institutional)
- Michael Pinsker (President, Docupace Technologies)
- Alex Potts (President, Buckingham Strategic Partners)
- Jennifer Povlitz (Divisional Director, Wealth Management USA, UBS Financial Services)
- Jacob Pruitt (President, Fidelity Charitable)
- Matt Radgowski (CEO, Halo Investing)
- Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
- Patrick Reed (CEO, YourStake.Org)
- Matt Regan (President, Wealthcare Capital Management)
- Eduardo Repetto (Chief Investment Officer, Avantis Investors)
- Kellie Richter (Chief Marketing & Client Experience Officer, First Command Financial Services)
- Joe Rioff (Managing Director, Colchester Partners)
- Robert Roberts (Managing Director, New Mountain Capital)
- James Rockwood (CEO, CapIntel)
- Tony Rodrigues (Partner, Bain & Company)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Karl Roessner (CEO, Vestmark)
- Rich Romano (CEO, FIDx)
- Brian Ross (CEO, Flyer Financial Technologies)
- Lincoln Ross (CEO, CircleBlack)
- Gary Roth (Co-CEO, Modern Wealth Management)
- Scott Roulston (Advisory Partner, The Pritzker Organization)
- Todd Rovak (CEO, Carefull)
- April Rudin (CEO, The Rudin Group)
- Devin Ryan (Managing Director, Financial Technology Research, JMP Securities)
- Abby Salameh (Chief Marketing Officer, CAIS)
- Tony Salewski (Managing Director, Genstar Capital)
- Sarah Schneider (President, Northwestern Mutual Investment Services)
- Dave Schrohe (Partner, Convergency Partners)
- Aaron Schumm (CEO, Vestwell Holdings)
- Jeff Schwantz (Chief Revenue Officer, Advisor360)
- Jason Schwarz (President, Wilshire Associates)
- Skip Schweiss (CEO, Sierra Investment Management)
- Ray Sclafani (CEO, ClientWise)
- Doug Scott (CEO, Ethic Investing)
- Lauren Seidman (Managing Director, Stone Point Capital)
- Dan Seivert (CEO, Echelon Partners)
- Jay Shah (CEO, Edelman Financial Engines)
- Tim Shannon (President, CAIS)
- Andy Shapiro (Managing Director, PJT Partners)
- Sanjay Sharma (Chief Operating Officer, Alternativ)
- Jack Sharry (Chief Growth Officer, LifeYield)
- Teri Shepherd (President, Carson Group)
- Jean-Roch Sibille (CEO, Allianz Investment Management United States)
- Brad Siegert (Partner, Ardea Partners)
- Michael Simon (CEO, NDVR)
- Shana Sissel (CEO, Banrion Capital Management)
- Babu Sivadasan (CEO, Jiffy.ai)
- Josh Smith (CEO, VRGL)
- Tom Smith (Chief Growth Officer, DPL Financial Partners)
- Marla Sofer (CEO, Knomee)
- Robert Sofia (CEO, Snappy Kraken)
- Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
- Shannon Spotswood (President, RFG Advisory)
- Paul Stamas (Managing Director, Financial Services, General Atlantic)
- Mike Stanley (Chief Financial Officer, MyVest)
- Peter Stanton (CEO, Advisor Credit Exchange)
- Robert Stark (CEO, Nomura Private Capital)
- Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
- Mark Steffe (CEO, First Command Financial Services)
- Avy Stein (Co-Chairman, Cresset Capital)
- Brian Stern (Partner, Declaration Partners)
- Dave Stone (CEO, First Rate)
- Judson Stone (CEO, Eclypses)
- Trina Stone (Executive Chairwoman, First Rate)
- Mike Sullivan (Chief Growth Officer, OneDigital)
- Darren Tedesco (President, Advisor360)
- Jonathan Thomas (CEO, American Century Investments)
- Eric Thomes (CEO, Allianz Life Financial Services)
- Gene Todd (Executive Vice President, Regional Markets, Fiduciary Trust Company International)
- Bonnie Tomczak (President, Mason Street Advisors)
- Emily Traxler (Managing Director, Data Services, First Rate)
- Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
- Frank Trotter (President, Battle Financial)
- Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
- Nilesh Vaidya (Business Head, Retail Banking & Wealth Management, Capgemini)
- Jan van Eck (CEO, VanEck Funds)
- Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
- Bill VanLaw (CEO, WVL Group)
- Rusty Vanneman (Chief Investment Officer, Orion Portfolio Solutions)
- Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
- Samir Vasavada (CEO, Vise Technologies)
- Jeff Vivacqua (President, Growth & Development, Cambridge Investment Research)
- Suma Vinod (President, Paaini Foundation)
- Chad Virgin (Managing Director, Allianz Life Ventures)
- Kendrick Wakeman (Managing Partner, qSpur)
- Sean Walters (CEO, Investments & Wealth Institute)
- Corey Walther (President, Allianz Life Financial Services)
- Jim Warren (Chief Operating Officer, FIDx)
- Molly Weiss (Chief Product & Service Officer, Envestnet)
- John Weitzer (Chief Investment Officer, First Command Financial Services)
- Dave Welling (CEO, Mercer Advisors)
- Scott White (CEO, FMG Suite)
- Jim Wiandt (CEO, Spark Network Group)
- Craig Wietz (President, First Rate)
- Rebecca Wilde (Managing Director, Marketing, StockSnips)
- Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley)
- David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
- Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
- Eric Woo (CEO, Revere VC)
- Bill Wostoupal (Executive Vice President, Orion OCIO)
- Dave Wright (Managing Director, Sierra Investment Management)
- Zofia Wright (Partner, Sierra Investment Management)
- Richard Zak (Managing Director, The Charles Schwab Corporation)
- Victor Zhang (Chief Investment Officer, American Century Investments)
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