- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
- Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
- Neil Abromavage (Business Head, Global Asset & Wealth Management, TD Cowen)
- Rohit Agarwal (Co-CEO, Sora Finance)
- Qub Ahmed (Co-Business Head, US Retirement, Insurance, & College Savings Businesses, Franklin Templeton Investments)
- Joe Amato (President, Neuberger Berman Management)
- Barrett Ayers (CEO, Adhesion Wealth Advisor Solutions)
- Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
- Wayne Baker (Chief Investment Officer, TIAA Ventures)
- Ananya Balaram (Chief Revenue Officer, Vestmark)
- Robb Baldwin (CEO, TradePMR)
- Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
- Colin Barber (Managing Director, Strategic Partnerships, Sierra Investment Management)
- Cody Barbo (CEO, Trust & Will)
- Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
- Jason Barsema (President, Halo Investing)
- Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
- Michael Bell (CEO, Meketa Capital)
- Heather Bellini (President, InvestCloud)
- Jeff Benfield (Executive Managing Director, Asset & Wealth Management Technology & Operations, SEI Investments Company)
- Raj Bhattacharyya (CEO, Robertson Stephens)
- Erica Birke (Managing Director, Marketing, Fidelity Institutional & Asset Management)
- Dave Blair (CEO, Ridgeline)
- Michael Blaugrund (CEO, DriveWealth Holdings)
- Mike Blundin (President, Vestmark)
- James Bogart (CEO, Bogart Wealth)
- Tim Bonacci (CEO, Luma Financial Technologies)
- Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
- Vaughn Bowman (Business Head, Wealth Management, Mass Mutual Financial Group)
- Tom Bradley (Chief Client Officer, Schwab Advisor Services)
- Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Brent Brodeski (CEO, Savant Capital)
- Dale Brown (CEO, Financial Services Institute (FSI))
- Matt Brown (CEO, CAIS)
- Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
- Jason Buck (Managing Director, National Sales, Ocean Park Asset Management)
- Randy Bullard (Business Head, Wealth Management, Charles River Development)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- David Canter (CEO, Finley Point Strategy)
- Blake Cargill (Partner, Republic Capital Group)
- Jason Carver (Managing Partner, Pure Financial Advisors)
- Michael Carvin (CEO, SmartAsset)
- Mark Casady (Partner, Vestigo Ventures)
- Marianne Caswell (President, Park Avenue Securities)
- Chris Chambs (CEO, Allianz Investment Management)
- Cleo Chang (Chief Investment Solutions Officer, American Century Investments)
- Steve Chen (CEO, Boldin)
- Wayne Chopus (CEO, Insured Retirement Institute (IRI))
- Bob Clare (CEO, FiSpoke)
- Brendan Clark (CEO, Clark Capital Management Group)
- Steven Clark (President, DA Kreuter Associates)
- Sarah Cognetti (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
- Mark Colvin (Chief of Staff, CAIS)
- Jim Combs (CEO, National Advisors Trust Company (NATCO))
- Chris Condelles (Deputy Chief Financial Officer, FS Investments)
- Ziv Conen (Partner, New Era Capital Partners)
- Brendon Cooper (Chief Revenue Officer, Streetbeat)
- Matt Cooper (President, Beacon Pointe Advisors)
- Cliff Corso (President, Advisors Asset Management)
- Connor Coughlin (Chief Commercial Officer, Apex Fintech Solutions)
- Eve Cout (Managing Director, Global Corporate Strategy, BlackRock)
- Martin Cowley (Managing Director, Product Solutions, SEI Investments Company)
- Ben Cruikshank (President, Flourish)
- Brendan Cuddihy (Chief Operating Officer, CAIS)
- Ben Cukier (Partner, Centana Growth Partners)
- Sheldon Cummings (President, Corporate, Smarsh)
- Chris Curtis (Partner, Cerity Partners)
- Jeff Cusack (President, RetireOne)
- Pam Cytron (President, The Founders Arena)
- Lou D'Addario (Chief Revenue Officer, Foundation Source)
- Ned Dane (Chief Growth Officer, AdvisorEngine)
- Andrew D'Anna (Managing Director, Retail Experience & Specialized Relationships, Schwab Investor Services)
- Travis Danysh (Chief Corporate Development Officer, Focus Financial Partners)
- Cat Davies (CEO, Innovayte)
- Jeff Dekko (CEO, Wealth Enhancement Group)
- Leah Del Percio (CEO, Trustate)
- Sasi Desai (Managing Director, Retail Strategy & Planning, Schwab Investor Services)
- Steve Deschenes (Partner, Client Research, American Funds)
- Dave DeVoe (Managing Partner, DeVoe & Company)
- Ryan Diachok (CEO, Geneos Wealth Management)
- Michael DiBiasio (Chief Operating Officer, Hightower Holding)
- Jim Dickson (CEO, Elevation Point)
- Rob Dilbone (Managing Director, TradePMR)
- Kevin Dolsen (Chief Operating Officer, Polen Capital Management)
- Tobias Donath (Managing Director, Strategy & Go to Market, Fidelity Institutional Wealth Management Services)
- Dave Donnelly (Partner, SpiderRock Advisors)
- Pete Dorsey (Chief Commercial Officer, Wing Financial)
- Jim Dowd (CEO, North Capital Private Securities)
- John Dowd (CEO, Fiduciary Trust Company International)
- Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
- Danny Dunn (Chief Revenue Officer, Morningstar)
- Mike Durbin (CEO, Cetera Holdings)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
- Jason Ehrlich (Managing Director, Investments, Emigrant Partners)
- Ryan Eisenman (CEO, Arch)
- Olivia Eisinger (Business Head, Advisory, Apex Fintech Solutions)
- Ahmad El-Katib (Chief Product Officer, First Rate)
- 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)
- Vic Esclamado (Partner, Republic Capital Group)
- John Euart (Partner, McKinsey & Company)
- Shannon Eusey (CEO, Beacon Pointe Advisors)
- Travis Fairchild (Co-Chief Investment Officer, Vise Technologies)
- Michael Falcon (CEO, Eagle Capital Management)
- Mike Fanning (CEO, Advisor360)
- Rafay Farooqui (CEO, SUBSCRIBE)
- Steven Feldman (CEO, GBI)
- Pat Fels (Co-Business Head, Global Financial Institutions Group, Investment Banking, The Goldman Sachs Group)
- Corey Fiedler (Chief Product Officer, Vestmark)
- Terri Fiedler (President, Retirement Services, Corebridge Financial)
- Heather Fortner (CEO, SignatureFD)
- Marissa Fox-Foley (Chief Marketing Officer, Choreo Advisors)
- Michael Freudenstein (Partner, PJT Partners)
- Mark Friedenthal (CEO, Tolerisk)
- Greg Friedman (Business Head, Exchange Traded Funds (ETFs) Management & Strategy, Fidelity Investments)
- Ben Fulton (CEO, WEBs Investments)
- John Furey (Managing Partner, Advisor Growth Strategies)
- Dan Fuss (Vice Chairman, Loomis, Sayles, & Company)
- Gary Gallagher (President, Fidelity Institutional Wealth Advisor)
- Andres Garcia-Amaya (CEO, Zoe Financial)
- Praveen Ghanta (CEO, Fraction.Work)
- Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
- Charles Goldman (Executive Chairman, Orion Advisor Solutions)
- Nick Good (President, Ascensus)
- Aaron Gordon (President, Hornor, Townsend, & Kent)
- Sirisha Gorjala (Business Head, Digital Products, Franklin Templeton Investments)
- Matt Goulet (Business Head, FundsNetwork, Fidelity Institutional)
- Rich Grant (Partner, Cerity Partners Ventures)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
- Jesse Gurevich (Chief of Staff, VRGL)
- Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
- Christian Haigh (CEO, Compound Planning)
- Jeff Haller (Senior Managing Director, Evercore)
- Scott Hanson (Vice Chairman, Allworth Financial)
- Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
- Scott Harrigan (CEO, Alto Securities)
- Margaret Hartigan (CEO, Marstone)
- Sal Hasnain (Managing Director, Financial Services, Teachers' Private Capital (TPC))
- Paul Hatch (CEO, Vestria Capital)
- Karl Heckenberg (CEO, Constellation Wealth Capital)
- Robbie Heeger (CEO, Endaoment)
- Magnus Helgason (Managing Director, GrowthCurve Capital)
- Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
- Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
- Mark Hoffman (Managing Director, SEI Investments Company)
- Mike Hollander (Managing Director, GTCR)
- Adam Holt (CEO, Asset-Map Holdings)
- Anton Honikman (CEO, MyVest)
- Hunter Horsley (CEO, Bitwise Asset Management)
- Rick Hough (CEO, Silvercrest Asset Management Group)
- Eric Housman (President, Fifth Third Wealth Advisors)
- Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
- Marc Irizarry (Partner, Republic Capital Group)
- Craig Iskowitz (CEO, Ezra Group)
- Shawn Jaberzadeh (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
- Era Jain (CEO, Zeplyn.ai)
- David Jegen (Managing Partner, F-Prime Capital)
- Cristian Jitianu (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
- Jenny Johnson (CEO, Franklin Resources)
- Seth Johnson (Business Head, Billing Development, Envestnet)
- Anders Jones (CEO, Facet)
- Shruti Joshi (President, Facet)
- Brad Joudrie (Chief Revenue Officer, Conquest Planning)
- Dipti Kachru (Chief Marketing Officer, Broadridge Financial Solutions)
- Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO))
- Atul Kamra (Managing Partner, SixThirty Ventures)
- Kunal Kapoor (CEO, Morningstar)
- Dave Karr (Chairman, Equitable Advisors)
- Andrew Keiper (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
- Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
- Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
- Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
- Rick Kent (CEO, Merit Financial Advisors)
- Rajeev Khurana (Chief Legal Officer, Apex Fintech Solutions)
- Michael Kim (CEO, AssetMark Financial Holdings)
- Brendan King (CEO, Wavvest)
- Jonathan Kingery (Business Head, Private Wealth & Registered Investment Advisors, Franklin Templeton Investments)
- Rob Klapprodt (Chief Strategy Officer, Vestmark)
- Aaron Klein (Founder, Nitrogen)
- Kevin Knull (President, TaxStatus)
- Kirsten Knull (Chief Revenue Officer, AcquireUp)
- Ari Koban (Business Head, Vise Aggregators, Vise Technologies)
- Gregg Kobelski (Business Head, Wealth & Brokerage Platform Sales, Fidelity Institutional)
- Tim Kochis (CEO, Kochis Global)
- Bill Koehler (CEO, FCI Advisors)
- Michael Kopelman (Venture Partner, Armory Square Ventures)
- Brian Kovack (CEO, Kovack Securities)
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- Brandon Krieg (Co-CEO, Stash Financial)
- Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
- Ron Kruszewski (CEO, Stifel Financial Corporation)
- Stephen Kump (President, Donor Advised Funds, Foundation Source)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Max Lane (CEO, Flourish)
- Michael Lane (Executive Vice President, Asset Management, SEI Investments Company)
- John Langston (CEO, Republic Capital Group)
- Marvin Larbi-Yeboa (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
- David Lau (CEO, DPL Financial Partners)
- Bob Leaper (Chief Sales Officer, Smartleaf)
- Mike Lecours (Co-Founder, fpPathfinder)
- Tom Lee (Co-President, Parametric Portfolio Associates)
- Nate Lenz (CEO, Concurrent)
- Vickie Lewin (Chief Growth Officer, Amplify Technology)
- Phil Loughlin (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity)
- Rafael Loureiro (CEO, Wealth.Com)
- Jane Ma (Managing Director, Moelis & Company)
- Hugh MacArthur (Chairman, Global Private Equity Practice, Bain & Company)
- Robert MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
- Jud Mackrill (Co-Founder, Milemarker)
- Rob Madej (CEO, PureFacts Financial Solutions)
- Daniel Magliocco (Partner, Patricof Company)
- Lou Maiuri (CEO, AssetMark Financial Holdings)
- Manish Malhotra (CEO, Income Discovery)
- Hasan Malik (Chief Strategy Officer, Edward Jones & Company)
- Peter Mallouk (CEO, Creative Planning)
- Tom Manning (CEO, FL Putnam Investment Management Company)
- Brian Marchiel (Chief Product Officer, MyVest)
- Jeff Marsden (Chief Product Officer, PureFacts Financial Solutions)
- Frank Massa (President, Broker/Dealer & Network Services, Equitable Advisors)
- Suma Mathew (President, Paanini Foundation)
- Mat Mathews (Chief Product & Engineering Officer, Advisor360)
- Brian McDonald (Managing Director, Direct & Institutional Businesses, Morgan Stanley)
- Kate McKinley (Chief Legal Officer, Allspring Global Investments)
- David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
- Runik Mehrotra (President, Vise Technologies)
- Doris Meister (CEO, Cove Hollow Advisors)
- Ed Mercier (Chief Operating Officer, RetireOne)
- Jerry Michael (President, Smartleaf)
- Larry Miles (CEO, Choreo Advisors)
- Kurt Miscinski (CEO, Cerity Partners)
- Chris Momsen (CEO, Summa Financial Technology)
- John Moninger (Business Head, United States Distribution, Allspring Global Investments)
- Colin Motley (Managing Director, Bain Capital Private Equity)
- Joe Mrak (CEO, Foundation Source)
- Eli Nagler (Senior Managing Director, Private Equity, The Blackstone Group)
- Cheryl Nash (President, APL InvestCloud)
- Michael Nathanson (CEO, Focus Financial Partners)
- Charlie Nelson (CEO, Nelson Advisory Services)
- Rob Nelson (CEO, NorthRock Partners)
- Joe Nestlerode (Partner, Alpha FMC)
- Liz Nesvold (Chairman, Emigrant Partners)
- George Nichols (CEO, The American College)
- Mark Nitzberg (Executive Director, Center for Human-Compatible Artificial Intelligence, University of California at Berkeley)
- Bill Nook (Managing Director, Moelis & Company)
- Mike Norman (President, Galliard Capital Management)
- Harry O'Mealia (CEO, 1919 Investment Counsel)
- Bob Oros (CEO, Hightower Holding)
- Siddhartha Oza (Co-CEO, SoraFinance)
- Anton Padmasiri (CEO, WealthOS)
- Matt Pallai (Chief Investment Officer, Nomura Capital Management)
- Russell Parker (Chief Strategy Officer, RetireOne)
- Stuart Parker (CEO, PGIM Investments)
- Darshan Patel (Chief Financial Officer, Facet)
- Mark Patricof (CEO, Patricof Company)
- David Peacock (CEO, Messick, Peacock, & Associates)
- Chris Perry (President, Broadridge Financial Solutions)
- Gary Pforzheimer (President, Planned Giving, Foundation Source)
- Jon Pincus (CEO, SMArtX Advisory Solutions)
- John Plansky (Business Head, State Street Alpha)
- Alex Potts (President Emeritus, Buckingham Strategic Partners)
- Christina Quinn (Managing Director, Enterprise RIA, BlackRock)
- Jason Quinn (Chief Operating Officer, Advisor360)
- Steve Quinn (Business Head, Asset Management, Fundstrat Capital)
- Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
- Matt Radgowski (CEO, Halo Investing)
- Larry Raffone (Chairman, Edelman Financial Engines)
- Kian Rafia (Chief Investment Officer, Vestwell Advisors)
- Dean Rager (Chief Operating Officer, Geneos Wealth Management)
- Sumit Rajpal (CEO, GrowthCurve Capital)
- Max Rakhlin (Managing Director, Lightyear Capital)
- Chelsea Reed (Managing Director, Republic Capital Group)
- Michael Reed (Partner, Republic Capital Group)
- Matt Regan (President, Wealthcare Capital Management)
- Shannon Reid (President, Independent Contractors Division, Raymond James Financial)
- Adam Rein (CEO, CapShift)
- Eduardo Repetto (Chief Investment Officer, Avantis Investors)
- Satricia Rice (Senior Managing Director, Private Client Group, Clearstead Advisors)
- Kellie Richter (Chief Marketing & Client Experience Officer, First Command Financial Services)
- Tom Rieman (CEO, Practice Intel)
- Toinette Rivas (Chief Operating Officer, Bernstein Private Wealth)
- Rita Robbins (President, Affiliated Advisors)
- Lisa Roberts (Business Head, Wealth Management, Wilmington Trust)
- Robert Roberts (Managing Director, New Mountain Capital)
- Dave Robinson (Excutive Vice President, Strategic Relationship Management, SMArtX Advisory Soluitons)
- James Rockwood (CEO, CapIntel)
- Tony Rodrigues (Partner, Bain & Company)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Karl Roessner (CEO, Vestmark)
- Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
- Brian Ross (CEO, Flyer Financial Technologies)
- Gary Roth (Co-CEO, Modern Wealth Management)
- Tricia Rothschild (Operating Partner, Advent International)
- Jason Rowley (Chief of Staff, Amplify Technology)
- April Rudin (CEO, The Rudin Group)
- Dan Ruggieri (Managing Director, Corporate Strategy & Development, FS Investments)
- Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
- Tony Salewski (Managing Partner, Genstar Capital)
- Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
- Daniel Satchkov (President, RiXtrema)
- Eric Satz (CEO, Alto Solutions)
- Damian Scavo (CEO, Streetbeat)
- Craig Schedler (Managing Director, Northwestern Mutual Future Ventures)
- Todd Schell (Managing Director, Warburg Pincus)
- Michael Schnitman (Senior Managing Director, SLC Management)
- Dave Schrohe (Partner, Convergency Partners)
- Skip Schweiss (CEO, Sierra Investment Management)
- Ray Sclafani (CEO, ClientWise)
- Lauren Seidman (Managing Director, Stone Point Capital)
- Manu Seth (Business Head, Fidelity Institutional Managed & Advisory Solutions)
- Jay Shah (CEO, Edelman Financial Engines)
- Sneha Shah (Executive Vice President, New Business Ventures, SEI Investments Company)
- Tim Shannon (President, CAIS)
- Andy Shapiro (Managing Director, PJT Partners)
- John Sharpe (President, Wing Financial)
- Jack Sharry (Managing Director, SEI Investments Company)
- Larry Shumbres (CEO, Archive Intel)
- Jean-Roch Sibille (CEO, Allianz Investment Management United States)
- Brad Siegert (Partner, Ardea Partners)
- Madeleine Sinclair (Managing Director, North American Distribution, Private Wealth, Blue Owl Capital)
- Darla Sipolt (Chief Client Officer, Allworth Financial)
- Jeff Sippel (Chief Strategy Officer, Northwestern Mutual)
- Babu Sivadasan (CEO, Jiffy.ai)
- Marshall Smith (Managing Director, First Rate Ventures)
- Tom Smith (Chief Growth Officer, DPL Financial Partners)
- Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
- Jenny Souza (CEO, Emigrant Partners)
- Mitch Spector (Business Head, FinTech Practice, Berkshire Global Advisors)
- Shannon Spotswood (CEO, RFG Advisory)
- Paul Stamas (Managing Director, Financial Services, General Atlantic)
- Mike Stanley (Chief Financial Officer, MyVest)
- Robert Stark (CEO, Nomura Capital Management)
- Andrew Stavaridis (Chief Relationship Officer, Wealth Solutions, Envestnet)
- Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
- Jon Stein (CEO, Warmer)
- Brian Stern (Partner, Growth Equity, Declaration Partners)
- Jon Stern (Partner, Berkshire Global Advisors)
- Ken Stern (CEO, Lido Advisors)
- Dave Stone (CEO, RetireOne)
- Joe Sullivan (CEO, Allspring Global Investments)
- Wilbur Swan (CEO, Catchlight)
- Tony Svach (Business Head, United States Intermediary Sales, Allspring Group Holdings)
- Steve Swain (Partner, Centana Growth Partners)
- John Taft (Vice Chairman, Baird)
- Binoy Talati (Managing Director, Enterprise RIA, iCapital Network)
- Darren Tedesco (President, Advisor360)
- Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
- Eric Thomes (CEO, Allianz Life Financial Services)
- Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
- Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
- Suraj Tripathy (Business Head, Corporate Development, Raymond James Financial)
- Adriana Tullman (Managing Partner, Peak Altitude Partners)
- Paul Uhlman (President, Federated Securities Corporation)
- Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
- 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)
- Laura Varas (CEO, Hearts & Wallets)
- Samir Vasavada (CEO, Vise Technologies)
- Swati Verma (Chief Commercial Officer, State Street Alpha)
- Scott Victoria (Chief Operating Officer, TradePMR)
- GV Vincent (Senior Partner, Deloitte Consulting)
- Chad Virgin (Managing Director, Business Development, Allianz Life Ventures)
- Kapin Vora (President, Digital Wealth, InvestCloud)
- Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
- Kendrick Wakeman (CEO, WealthTech Strategy Partners)
- Corey Walther (President, Allianz Life Financial Services)
- Kelly Wannop (Managing Director, Private Equity, The Blackstone Group)
- Mike Watson (Business Head, Axos Advisor Services)
- Molly Weiss (President, Wealth Management Platform, Envestnet)
- Jason Wenk (CEO, Altruist)
- Scott White (CEO, FMG Suite)
- Jim Wiandt (Partner, Stack Ventures)
- Craig Wietz (President, First Rate)
- David Wiley III (President, Wiley Brothers-Aintree Capital)
- Spencer Williams (CEO, Retirement Clearinghouse)
- Sean Wing (CEO, Wing Financial)
- Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
- Dave Wright (Managing Director, Sierra Investment Management)
- Zofia Wright (Partner, Sierra Investment Management)
- Jeff Yabuki (CEO, InvestCloud)
- Helen Yang (CEO, Andes Risk)
- Marwa Zakharia (CEO, AssetBook)
- Vadim Zlotnikov (President, Fidelity Institutional)
- Ross Znavor (President, Vise Technologies)
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