- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Tony Abbiati (CEO, SCS Financial)
- Jim Abbott (Partner, Business Transactions Group, Seward & Kissel)
- Mike Abelson (Executive Vice President, Corporate Development, AssetMark Financial Holdings)
- Neil Abromavage (Business Head, Global Asset & Wealth Management, TD Cowen)
- Alvi Abuaf (Industry Partner, Motive Partners)
- Sabine Adams (Managing Director, Managed Hosting, First Rate)
- Rohit Agarwal (Co-CEO, SoraFinance)
- Amar Ahluwalia (CEO, OneVest)
- Qub Ahmed (Business Head, Global Retirement, Workplace, & Wealth, Franklin Templeton Investments)
- Robyn Alcorta (Business Head, Independents, Financial Institutions Group, Dimensional Fund Advisors)
- Mike Alfred (Managing Partner, Alpine Fox)
- Jillian Altamura (Managing Director, Platform Partnerships, iCapital Network)
- Allison Amadia (Chief Legal & Risk Officer, Edelman Financial Engines)
- James Amen (Managing Director, Ardea Partners)
- Andina Anderson (Business Head, RIA Blueprint Platform, Cetera Holdings)
- Madalyn Armijo (Chief Operating Officer, Dispatch)
- Anthony Aulisa (Chief Operating Officer, Wealthie)
- Craig Avery (Managing Director, Independent Solutions, Wells Fargo & Company)
- Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
- Wayne Baker (Chief Investment Officer, TIAA Ventures)
- Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
- Cody Barbo (CEO, Trust & Will)
- John Barkeley (Chief Financial Officer, DPL Financial Partners)
- David Barnard (CEO, Luminary)
- Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
- Karen Barrett (CEO, Unbiased)
- Ryan Barrows (Business Head, Broker Dealer Channel The Vanguard Group)
- Aaron Bates (Business Head, Ultra High Net Worth & Growth Strategies, Alliance Bernstein)
- Ryan Beach (Business Head, North America, FNZ Group)
- Jon Beatty (Business Head, Schwab Advisor Services)
- Shlomo Benartzi (Professor, Behavioral Decision Making, UCLA Anderson School of Management)
- Michael Benedek (Managing Director, Unified Managed Household Group, SEI LifeYield)
- Jeff Benfield (Executive Managing Director, Asset & Wealth Management Technology & Operations, SEI Investments Company)
- Tobin Bennion (Chief Revenue Officer, Jump Advisor AI)
- Jonathan Bergman (CEO, Collaborative Capital Advisors)
- Andy Besheer (CEO, Besheer & Associates)
- Rob Bethmann (Managing Director, First Rate)
- Adi Bhatia (Executive Vice President, Financial Technology Partners)
- Raj Bhattacharyya (CEO, Robertson Stephens)
- Phil Bianchi (Managing Partner, nFleXion Capital Partners)
- Harshendu Bindal (Chief Global Officer, The TIFIN Group)
- Erica Birke (Business Head, Marketing, Fidelity Institutional & Asset Management)
- Mike Blundin (President, Vestmark)
- Tim Bonacci (CEO, Luma Financial Technologies)
- Dave Bordeau (Managing Director, Berkshire Partners)
- Scott Bowers (Chief Strategy & Distribution Officer, FIDx)
- Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Chris Browne (Managing Director, Investment Banking, Piper Sandler)
- Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
- Todd Buck (Chief Sales Officer, Income Discovery)
- Randy Bullard (Business Head, Investment Management, Hightower)
- Jordan Burgess (President, Fidelity Institutional Wealth Advisor)
- Jim Burr (Managing Director, Financial Institutions Group, The Carlyle Group)
- Bill Buzaid (Managing Director, Sales & Relationship Management, Moment)
- David Callanan (CEO, AE Wealth Management)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Michael Camp (Managing Director, 55ip)
- Rich Cancro (CEO, AdvisorEngine)
- David Canter (CEO, Finley Point Strategy)
- Jason Carver (Managing Partner, Pure Financial Advisors)
- Michael Carvin (CEO, SmartAsset)
- Mark Casady (Executive Chairman, FMG Suite)
- Adam Casella (Managing Director, Blue Owl Capital)
- Mike Casciano (President, EVO Wealth Consulting)
- Mike Castleforte (Senior Partner, Financial Services, The Vistria Group)
- Matt Caulfield (Managing Director, Client Coverage, BNY Archer)
- Julie Chang (Managing Director, Global Business Strategy, Private Wealth, The Blackstone Group)
- Jean Chatzky (CEO, HerMoney Media)
- Grace Chen (CEO, UpMarket)
- Steve Chen (CEO, Boldin)
- Wayne Chopus (CEO, Insured Retirement Institute (IRI))
- Dave Christensen (Chief Product & Technology Officer, FMG Suite)
- Brendan Clark (CEO, Clark Capital Management Group)
- Stephen Clarke (President, US Charitable Gift Trust, Eaton Vance)
- Steve Clark (President, Talent Search, Gladstone Group)
- Alan Clopine (Executive Chairman, Pure Financial Advisors)
- Sarah Cognetti (Business Head, RIA Channel, Financial Advisor Services, The Vanguard Group)
- Elizabeth Collins (Chief Strategy Officer, Morningstar)
- Ziv Conen (Partner, New Era Capital Partners)
- David Connor (Managing Director, North America, InvestSuite)
- Chris Cook (Executive Vice President, Solutions & Security, Dispatch)
- Todd Cooper (Chief Revenue Officer, TIFIN AG)
- 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)
- Sheldon Cummings (President, Corporate Business, Smarsh)
- Amy Cunningham (Partner, Republic Capital Group)
- Jeff Cusack (President, RetireOne)
- Peter Cutler (Chief Revenue Officer, CapIntel)
- Amin Dabit (Business Head, Traditional Wealth Planning, Edelman Financial Engines)
- Ankur Dahiya (CEO, Fifteenth)
- Gerard Daniels (Chief Financial Officer, PureFacts Financial Solutions)
- Brian DaRosa (Chief Operating Officer, Humanity Labs)
- Jon Dauphine (CEO, Foundation for Financial Planning)
- Dana D'Auria (President, Envestnet Solutions)
- John DeSanto (Managing Director, Wealth Management, iCapital Network)
- Jen des Grosielliers (CEO, The Mather Group)
- Lindsay DeGrazia (Managing Director, Alternative Investments Distribution, Advisors Asset Management)
- Amy DeTolla (CEO, Aureus Advantage)
- Dave DeVoe (CEO, DeVoe & Company)
- Sanjeev Dheer (CEO, CENTRL)
- Michael DiBiasio (Chief Operating Officer, Hightower)
- Rob Dilbone (Chief Revenue Officer, TradePMR)
- David DiPetrillo (President, BNY Mellon Family of Funds & BNY Mellon ETF Trust)
- Kevin Dolsen (Chief Operating Officer, Polen Capital Management)
- Aaron Dorr (Business Head, Asset Management, Investment Banking, Piper Sandler)
- Raj Doshi (President, April)
- John Dowd (Chairman, Fiduciary Trust Company International)
- Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
- Mike Durbin (CEO, Cetera Financial Group)
- Jitij Dwivedi (Managing Director, The Carlyle Group)
- Ryan Dykmans (President, Dunham & Associates Investment Counsel)
- Kirby Eckels (Partner, North America, Asset & Wealth Management Consulting, AlphaFMC)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
- Matt Edmonds (President, Jordan Park Group)
- Chris Egan (Managing Partner, Advent International)
- James Eichberger (Executive Vice President, Sales, Dispatch)
- Ryan Eisenman (CEO, Arch)
- Olivia Eisinger (Business Head, Advisory, Apex Fintech Solutions)
- Carmen Elio (Chief Revenue Officer, Helix)
- Ahmad El-Katib (Chief Product Officer, First Rate)
- Tash Elwyn (President, Private Client Group, Raymond James Financial)
- Leah Emkin (Chief Client Officer, Wilshire)
- Parker Ence (CEO, Jump Advisor AI)
- John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company)
- Onur Erzan (Business Head, Bernstein Private Wealth & Global Client Group, Alliance Bernstein)
- Erkko Etula (CEO, Brooklyn Investment Group)
- Reagan Eve (Chief of Staff, FNZ Group)
- Michael Falcon (CEO, Eagle Capital Management)
- Annabel Fan (Chief Revenue Officer, Arch)
- Mike Fanning (CEO, Advisor360)
- Dan Fannon (Managing Director, Research, Jefferies)
- Gene Farrell (CEO, Vanilla)
- David Fetherstonhaugh (Executive Vice President, VistaShares)
- Terri Fiedler (President, Retirement Services, Corebridge Financial)
- Andy Finnegan (Managing Director, Marketing, Nebo Wealth)
- Ed Foley (Business Head, Financial Institutions Group, Dimensional Fund Advisors)
- Rylan Folts (CEO, WealthFeed)
- Heather Fortner (CEO, SignatureFD)
- Fiona Francois (President, Sales Operations, Communify)
- Bill Frayer (Managing Director, Kelso & Company)
- Michael Freudenstein (Partner, PJT Partners)
- Mark Friedenthal (CEO, Tolerisk)
- Ben Fulton (CEO, WEBs Investments)
- Gary Gallagher (Business Head, Strategic Business Development, Fidelity Institutional)
- Abbe Galvez-Cordon (Managing Director, Wealth & WealthTech, TD Securities)
- Paul Gamble (Vice Chairman, JP Morgan Asset Management)
- Lacy Garcia (CEO, Willow)
- Andres Garcia-Amaya (CEO, Zoe Financial)
- Brittney Garrett (Chief Transformation & Client Experience Officer, Clearstead Advisors)
- Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
- George Gatch (CEO, JP Morgan Asset Management)
- Krista Gibson (President, Valic Financial Advisors)
- Mark Gilbert (CEO, Zocks)
- Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
- Dan Gilmartin (Chief Marketing Officer, Catchlight)
- Dave Goes (President, Enterprise Solutions, Advyzon)
- Eric Golden (CEO, Canopy Capital Group)
- Charles Goldman (Executive Chairman, Orion Advisor Solutions)
- Dave Goldman (Chief Business Officer, Pontera Solutions)
- Nick Good (President, Ascensus)
- Alex Goodwin (CEO, Bridge)
- Jason Gordo (President, Modern Wealth Management)
- Matt Goulet (Business Head, FundsNetwork, Fidelity Institutional)
- Sherrie Grabot (CEO, GuidedChoice)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Ashwin Gupta (Partner, Goldman Sachs Growth Equity)
- Jesse Gurevich (Chief of Staff, VRGL)
- Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
- Rachel Guy (Managing Director, First Rate)
- Ralph Haberli (President, Edelman Financial Engines)
- Scott Hadley (Chief Advisory Officer, Hightower)
- Jeff Haller (Senior Managing Director, Evercore)
- Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
- Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
- Matt Harris (Senior Partner, North America, Wealth Management Consulting, AlphaFMC)
- Ben Harrison (Managing Director, Wealth Solutions, Pershing)
- Tim Harrison (CEO, Harrison Financial Services)
- Margaret Hartigan (CEO, Marstone)
- Kate Healy (CEO, AdvoKate IQ)
- Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
- Ray Hennessey (CEO, Vocatus)
- Pete Hess (President, PureFacts Financial Solutions)
- Rob Heyvaert (Managing Partner, Motive Partners)
- Ryan Hicke (CEO, SEI Investments Company)
- Ed Higham (Co-Business Head, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
- John Hill (CEO, Quorus)
- Kim Hill (Chief Financial Officer, Amplify Technology)
- Vince Hockett (President, XY Planning Network)
- Eric Hoerdemann (Partner, Convergency Partners)
- Will Hoesley (Managing Director, Mergers & Acquisitions, Cresset)
- Mike Hollander (Managing Director, GTCR)
- Scott Holsopple (Chief Growth Officer, Hightower)
- Adam Holt (CEO, Asset-Map Holdings)
- Thanh Hong (Partner, Convergency Partners)
- Anton Honikman (Senior Advisor, TIAA Wealth)
- Jeff Hopwood (Chief of Staff, National Advisors Trust Company (NATCO))
- Hunter Horsley (CEO, Bitwise Asset Management)
- Rick Hough (CEO, Silvercrest Asset Management Group)
- Paul Howard (Chief of Staff, Tiburon Strategic Advisors)
- Noelle Hozumi (Executive Vice President, Global Sales, Communify)
- Dave Hubbard (CEO, Exemplar Financial Network)
- Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
- Marc Irizarry (Managing Partner, Republic Capital Group)
- Craig Iskowitz (CEO, Ezra Group)
- Mark Israel (Chief Technology Officer, Focus Financial Partners)
- Clara Jackson (Managing Director, TA Associates)
- Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
- Amit Jain (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
- Khyra Jeffries (Chief Administrative Officer, TIAA Wealth)
- Seth Johnson (Business Head, Billing Development, Envestnet)
- Anders Jones (CEO, Facet)
- Matt Kadnar (Chief Revenue Officer, Nebo Wealth)
- Melissa Kandinata (Investor, 53 Stations)
- Will Kangas (Partner, Asset & Wealth Management Strategy, PwC)
- Kunal Kapoor (CEO, Morningstar)
- Anish Karyat (Chief Markets Officer, Moment)
- Greg Kasavana (Chief Financial Officer, FMG Suite)
- Scott Kauffman (Founding Partner, Motive Partners)
- Mike Kazanjian (Chief Marketing Officer, FIDx)
- 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)
- Rick Kent (CEO, Merit Financial Advisors)
- Zack Khan (Co-Founder, Feathery)
- Rajeev Khurana (Chief Legal Officer, Apex Fintech Solutions)
- Michael Kim (CEO, AssetMark Financial Holdings)
- Drew Kitchen (Vice Chairman, Emigrant Bank)
- Rob Klapprodt (Chief Strategy Officer, Vestmark)
- Aaron Klein (Founder, Contio)
- Kevin Knull (CEO, TaxStatus)
- Gregg Kobelski (Business Head, Clearing Sales, Wealth & Brokerage Platforms, Fidelity Institutional)
- Bill Koehler (CEO, FCI Advisors)
- Michael Konialian (CEO, Modern Life)
- Keith Kotfica (Chief Growth Officer, Choreo Advisors)
- Eli Koven (Executive Vice President, Strategy & Operations, Moment)
- Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
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- Matthias Kuhlmey (Chief Development Officer, Hightower)
- Ritambhara Kumar (Chief Commercial Officer, Advisory Solutions, JP Morgan Wealth Management)
- Stephen Kump (President, Donor Advised Funds, Foundation Source)
- Rick Kushel (Managing Partner, FINTOP Capital)
- Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
- Cash Lafferty (CEO, Pando Alts)
- Chris Lagan (President, Congress Asset Management)
- Brendan Lake (CEO, PPB Capital Partners)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Max Lane (CEO, Flourish)
- Michael Lane (Executive Vice President, Asset Management, SEI Investments Company)
- Stephen Langlois (President Emeritus, Kestra Financial)
- John Langston (CEO, Republic Capital Group)
- Eric Lapham (Chief Revenue Officer, Artius Global)
- David Lau (CEO, DPL Financial Partners)
- Gim Lau (Chief Operating Officer, Luma Financial Technologies)
- Chris LaVine (Chief Strategy Officer, Marstone)
- Danielle Lemberg (Partner, Business Transactions Group, Seward & Kissel)
- Patrick Leonard (Managing Director, Financial Technology, Investment Banking, Citigroup)
- Eric Levy (Partner, Convergency Partners)
- Vickie Lewin (Chief Growth Officer, Amplify Technology)
- Andrew Lewis (Executive Vice President, Partnerships, Communify)
- Michael Liersch (Chief Planning Officer, Edelman Financial Engines)
- Danny Lohrfink (Chief Product Officer, Wealth.Com)
- Randy Long (Chairman, SageView Advisory Group)
- Paul Lussow (CEO, TIFIN Give)
- Jane Ma (Managing Director, Moelis & Company)
- Robert MacDonnell (Managing Director, Business Strategy, Fiduciary Trust Company International)
- Jud Mackrill (Co-Founder, Milemarker)
- Rob Madej (CEO, PureFacts Financial Solutions)
- Doug Magnolia (President, Vestwell State Savings)
- Satayan Mahajan (CEO, Datalign Advisory)
- Ana Mahony (CEO, Addition Wealth)
- Paul Majerus (Partner, Republic Capital Group)
- Manish Malhotra (CEO, Income Discovery)
- Brian Marchiel (Chief Product Officer, MyVest)
- Rohan Marwaha (CEO, Aqua)
- Greg Mashinter (Partner, Peloton Capital Management)
- Hugh Massie (CEO, DNA Behavior)
- Mat Mathews (Chief Product & Engineering Officer, Advisor360)
- Matthew Matrisian (President, Signature Estate & Investment Advisors (SEIA))
- Kay Lynn Mayhue (President, Merit Financial Group)
- Dexter McAuley (Chief of Staff, Morningstar)
- Ali McCarthy (Chief Marketing Officer, Asset-Map Holdings)
- Tom McCarthy (Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions)
- Mark McCombe (Vice Chairman, BlackRock)
- Phil McInnis (Chief Investment Strategist, Avantis Investors)
- Kate McKinley (Chief Legal Officer, Allspring Global Investments)
- David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
- Kevin Meagher (Deputy General Counsel, Fidelity Investments)
- Kapil Mehra, Business Head, Wealth Management Mergers & Acquisitions, Financial Institutions Group, Investment Banking, RBC Capital Markets)
- Runik Mehrotra (President, Vise Technologies)
- Doris Meister (CEO, Cove Hollow Advisors)
- Yelena Melamed (Chief Product Officer, Catchlight)
- Ed Mercier (Chief Operating Officer, RetireOne)
- Eric Metz (President, SpiderRock Advisors)
- Jerry Michael (President, Smartleaf)
- Jeff Miller (Managing Partner, Convergency Partners)
- Liz Miller (President, Summit Place Financial Advisors)
- Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup)
- Michael Milstein (Co-CEO, Emigrant Bank)
- Christian Mitchell (President, Cetera Solutions)
- Stefan Mitropolitsky (Chief Investment Officer, Smartleaf Asset Management)
- Alan Moore (CEO, AdvicePay)
- Blair Morais (Executive Vice President, Business Development, Addition Wealth)
- JD Moriarty (Vice Chairman, TMT Investment Banking, Bank of America Securities)
- Betsy Moszeter (CEO, Newday Impact Investing)
- Colin Motley (Partner, Bain Capital Private Equity)
- Joe Mrak (CEO, Foundation Source)
- Jared Murphy (Managing Director, Strategic Accounts, United States Wealth Advisory Business, BlackRock)
- Vinay Nair (CEO, The TIFIN Group)
- Rob Nance (CEO, Dispatch)
- Cheryl Nash (President, APL InvestCloud)
- David Nason (CEO, TIAA Wealth Management & Advice Solutions)
- Robey NeJame (Managing Director, Sales, Smartleaf)
- Rob Nelson (CEO, NorthRock Partners)
- Joe Nestlerode (Partner, Wealth Technology, AlphaFMC)
- Liz Nesvold (Chair, Emigrant Partners)
- Peter Nesvold (Managing Partner, Nesvold Capital Partners)
- Bill Nook (Managing Director, Moelis & Company)
- Dan O'Donnell (Managing Director, Alternatives & Investment Manager Solutions, Citi Wealth)
- Chris Ollendike (Executive Vice President, Sales, SMArtX Advisory Solutions)
- Harry O'Mealia (CEO, 1919 Investment Counsel)
- Dylan Parker (CEO, Moment)
- Russell Parker (Chief Strategy Officer, RetireOne)
- Ryan Parker (CEO, EP Wealth Advisors)
- Darshan Patel (Chief Financial Officer, Facet)
- Adam Patti (CEO, VistaShares)
- Chris Perry (President, Broadridge Financial Solutions)
- Rob Pettman (President, Tifin Group)
- Stephanie Pierce (Deputy Business Head, BNY Investments)
- Jon Pincus (CEO, SMArtX Advisory Solutions)
- Jakob Pizzera (Chief Operating Officer, OneVest)
- John Plansky (Executive Vice President, Wealth Services, State Street Corporation)
- Andrei Pop (CEO, Humanity Labs)
- Johnny Poulsen (CEO, Income Lab)
- Ron Pruitt (President, Orion Wealth Management)
- Chrissy Quinn (Managing Director, Enterprise RIA, Wealth Business, BlackRock)
- Jason Quinn (Chief Operating Officer, Advisor360)
- Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
- Matt Radgowski (CEO, Halo Investing)
- Kevin Rafferty (Senior Advisor, Addition Wealth)
- Larry Raffone (Chairman, Vise Technologies)
- Nick Raffone (Chief Financial Officer, Vise Technologies)
- Max Rakhlin (Partner, Lightyear Capital)
- Sid Ramakrishnan (Managing Director, Genstar Capital)
- Craig Ramsey (Chief Operating Officer, AdvisorEngine)
- Boris Rapoport (Senior Partner, Financial Services, The Vistria Group)
- Vishal Rawal (Partner, Strategy&, PwC)
- Prab Reddy (Founding Partner, Stride Growth Partners)
- Chelsea Reed (Managing Director, Republic Capital Group)
- Michael Reed (Partner, Republic Capital Group)
- Patrick Reed (CEO, YourStake)
- Matt Regan (President, Wealthcare Capital Management)
- Roman Regelman (President, FNZ Group)
- Matt Reidy (Managing Director, Wealth Services, Humanity Labs)
- Adam Rein (CEO, CapShift)
- Larry Restieri (CEO, Hightower)
- Craig Richards (Chief Operating Officer, Fiduciary Trust Company International)
- Toinette Rivas (Chief Operating Officer, Bernstein Private Wealth)
- Robert Roberts (Managing Director, New Mountain Capital)
- Ben Robins (Managing Partner, TRIA Capital Partners)
- Charlie Rocco (CEO, MONECO Advisors)
- Collin Roche (Co-CEO, GTCR)
- James Rockwood (CEO, CapIntel)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Mark Rogozinski (Managing Director, Family Office Services, Emigrant Bank)
- Rich Romano (CEO, FIDx)
- Darryl Ronconi (President, Brookstone Capital Management)
- Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
- Dan Rosen (CEO, D1g1t)
- Scott Rosen (Partner, United States Direct Lending & Alternative Credit, Ares Management Corporation)
- Brian Ross (CEO, Flyer Financial Technologies)
- Michael Roth (Chief Revenue Officer, Digital Wealth, InvestCloud)
- Trish Rothschild (Operating Partner, Advent International)
- April Rudin (CEO, The Rudin Group)
- Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
- Tuppy Russo (Chief Technology Officer, Bernstein Private Wealth)
- Gautam Sachdev (CEO, 55ip)
- Debasis Sahu (Partner, Asset & Wealth Management, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Shankar Saravanan (Senior Managing Director, Wealth Product & Solutions, TIAA)
- Eric Satz (CEO, Alto Solutions)
- Michael Schnitman (Senior Managing Director, SLC Management)
- Dave Schrohe (Partner, Convergency Partners)
- Jeff Schwantz (Chief Growth Officer, Luma Financial Technologies)
- Jason Schwarz (CEO, Wilshire)
- Skip Schweiss (CEO, Sierra Investment Management)
- Ray Sclafani (CEO, ClientWise)
- Adam Scully-Power (Managing Director, Sales, Nebo Wealth)
- Lauren Seidman (Managing Director, Stone Point Capital)
- Alex Serman (Managing Director, Wealth & Institutional, First Rate)
- Patrick Shaddow (CEO, Syntax Data)
- Jay Shah (CEO, Edelman Financial Engines)
- Yaela Shamberg (Chief Product Officer, Communify)
- Andy Shapiro (Managing Director, PJT Partners)
- Saira Shariff (Managing Director, Americas, Wealth Management, Accenture)
- Gaurav Sharma (CEO, Capitalize)
- Matt Sharnoff (Business Head, FinTech, Investment Banking, Bank of America Securities)
- Jack Sharry (Managing Director, SEI Investments Company)
- Yelena Shkolnik (Partner, Jump Capital)
- Gary Shub (Partner, PwC)
- Brad Siegert (Partner, Ardea Partners)
- Ainslie Simmonds (Business Head, BNY Wealth Services Platform)
- Justin Singer (Partner, Ernst & Young)
- Babu Sivadasan (CEO, Jiffy.ai)
- Evan Skalski (Senior Partner, Asset & Wealth Management Strategy, AlphaFMC)
- Craig Sklar (Partner, Business Transactions Group, Seward & Kissel)
- Jamie Sklar (Chief Operating Officer, Emigrant Partners)
- Greg Smith (Managing Director, Financial Technology Partners)
- Marshall Smith (Managing Director, First Rate Ventures)
- Tom Smith (Chief Growth Officer, DPL Financial Partners)
- Dane Snowden (Chief Operating Officer, Certified Financial Planner Board of Standards (CFP Board))
- Sukanya Soderland (Partner, Oliver Wyman)
- Robert Sofia (CEO, Snappy Kraken)
- Matt Somma (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
- Rusty Sommer (Managing Director, Strategic Partnerships, Flyer Financial Technologies)
- Jenny Souza (CEO, Emigrant Partners)
- Scott Sparks (CEO, Sparks Financial)
- Adam Spector (CEO, Fiduciary Trust International)
- Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
- Peter Spinelli (Business Head, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
- Jenny Spradling (CEO, FreeWill)
- Sallie Squire (Chief Operations Officer, Allspring Global Investments)
- Paul Stamas (Managing Director, Financial Services, General Atlantic)
- Mike Stanley (Chief Financial Officer, MyVest)
- 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)
- Andy Stewart (Executive Chairman, Wilshire)
- Dave Stone (CEO, First Rate)
- Dave Stone (CEO, RetireOne)
- Trina Stone (Executive Chair, First Rate)
- Tony Svach (Business Head, United States Intermediary Sales, Allspring Group Holdings)
- Steve Swain (Partner, Centana Growth Partners)
- Wilbur Swan (CEO, Catchlight)
- John Taft (Vice Chairman, Baird)
- Binoy Talati (Managing Director, Enterprise RIA, iCapital Network)
- Martin Tarlie (Chief Product Officer, Nebo Wealth)
- Richard Tatum (President, Vestwell Workplace Savings)
- Darren Tedesco (President, Advisor360)
- Clare Teeling (Chief of Staff, Humanity Labs)
- Susan Theder (Chief Marketing & Experience Officer, FMG Suite)
- Brian Thomas (Managing Director, Wealth & Retirement, Wilshire)
- Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
- Chris Todd (CEO, Envestnet)
- Ross Tremblay (Managing Director, United States Asset Management, Accenture)
- Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
- Andrew Tropp (CEO, Anchor Mill Group)
- Graham Turner (President, Snappy Kraken)
- John Tyers (President, Wells Fargo Advisors Financial Network (FiNet))
- Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
- Adam Unger (CEO, Accutech Systems)
- Jason Van de Loo (CEO, Choreo)
- Bart Vanhaeren (CEO, InvestSuite)
- Jeannine Vanian (Chief Operating Officer, Kayne Anderson Rudnick Investment Management)
- Bill VanLaw (CEO, WVL Group)
- Wim Van Lerberghe (CEO, Advintro)
- Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
- Rodrigo Vicuna (CEO, Wealthie)
- Christina Viglietta (Executive Vice President, Americas, MDOTM)
- Gaurav Vohra (Managing Director, FinTech, Wealth, & Asset Management, Investment Banking, JP Morgan)
- Kapin Vora (President, Digital Wealth, InvestCloud)
- Andy Waisburd (Co-Chief Investment Officer, Vise Technologies)
- Kendrick Wakeman (CEO, WealthTech Strategy Partners)
- Jamie Waller (Founder, Cadanino)
- Mike Watson (Executive Vice President, Axos Securities)
- John Weitzer (Chief Investment Officer, First Command Financial Services)
- Scott White (CEO, FMG Suite)
- Jim Wiandt (Partner, Stack Ventures)
- Ryan Wickert (Chief Financial Officer, The Mather Group)
- Craig Wietz (President, First Rate)
- David Wiley III (President, Wiley Brothers-Aintree Capital)
- Tarah Williams (President, Prospera Financial Services)
- Jyri Wilska (Managing Director, Global Capital Markets, Morgan Stanley)
- John Wise (CEO, Communify)
- Matt Witkos (President, Eaton Vance Distributors)
- Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
- J. Womack (Chief Product Officer, SEI Investments Company)
- Mike Wood (CEO, Domify AI)
- Aaron Wormus (Chief Technology Officer, SMArtX Advisory Solutions)
- Dave Wright (Managing Director, Sierra Investment Management)
- Helen Yang (CEO, Andes Risk)
- Dean Zayed (CEO, Brookstone Capital Management)
- Ross Znavor (President, Vise Technologies)
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