- 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)
- Omar Aguilar (CEO, Charles Schwab Investment Management)
- Amar Ahluwalia (CEO, OneVest)
- Qub Ahmed (Business Head, Retirement, Workplace and Wealth (FIRST), Franklin Templeton)
- Andrew Altfest (CEO, FP Alpha)
- Joe Amato (President, Neuberger Berman Management)
- James Amen (Partner, Ardea Partners)
- Bob Bachman (Executive Vice President, Financial Institutions Group, Fidelity Institutional Asset Management)
- Wayne Baker (Chief Investment Officer, TIAA Ventures)
- Robb Baldwin (CEO, TradePMR)
- Denitsa Balunis (Chief of Staff, Edelman Financial Engines)
- Colin Barber (Managing Director, Strategic Partnerships, Ocean Park Asset Management)
- Cody Barbo (CEO, Trust & Will)
- Bobby Barnes (Business Head, Quantitative Index Solutions, Fidelity Investments)
- Jason Barsema (President, Halo Investing)
- Michael Bell (CEO, Meketa Capital)
- Heather Bellini (President, InvestCloud)
- Michael Benedek (Managing Director, SEI Investments Company)
- Jeff Benfield (Executive Managing Director, Asset & Wealth Management Technology & Operations, SEI Investments Company)
- Sinon Bennett (Chief Investment Officer, Wavvest)
- Dan Berg (Chief Financial Officer, Hightower Holding)
- Rob Bethmann (Managing Director, First Rate)
- Raj Bhattacharyya (CEO, Robertson Stephens)
- Philip Bianchi (Managing Partner, nFleXion Capital Partners)
- Erica Birke (Managing Director, Marketing, Fidelity Institutional & Asset Management)
- Dan Bjerke (President, Digital Wealth, InvestCloud)
- 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 (CEO, MML Investors Services, MassMutual)
- Tom Bradley (Chief Client Officer, Schwab Advisor Services)
- Jeff Brand (Co-Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James & Associates)
- Ben Brigeman (Strategic Advisor, Genstar Capital)
- 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)
- Todd Buck (Chief Sales Officer, Income Discovery)
- Randy Bullard (Business Head, Wealth Management, Charles River Development)
- Michael Burns (Senior Partner, America, Asset & Wealth Management Consulting, AlphaFMC)
- Bill Buzaid (Managing Director, Sales & Relationship Management, Moment Technology)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Michael Camp (Managing Director, 55ip)
- David Canter (CEO, Finley Point Strategy)
- Mike Capella (Business Head, US Strategic Relations Group, Alliance Bernstein)
- Mike Capelle (Co-CEO, Modern Wealth Management)
- Kristen Capuano (Co-Chief Operating Officer, Active Strategies, VanEck Associates)
- Jason Carver (Managing Partner, Pure Financial Advisors)
- Michael Carvin (CEO, SmartAsset)
- Mark Casady (Partner, Vestigo Ventures)
- Adam Casella (Managing Director, Blue Owl Capital)
- Chip Castille (Chief Product Officer, Wilshire Associates)
- Marianne Caswell (President, Park Avenue Securities)
- Chris Chambs (CEO, Allianz Investment Management)
- Howard Chen (Co-Business Head, North America Financial Institutions Group, Investment Banking, JP Morgan)
- 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)
- Colin Close (President, Communify Fincentric)
- Lauren Clough (CEO, bQuest)
- Jim Combs (CEO, National Advisors Trust Company (NATCO))
- Chris Condelles (Chief Strategy & Corporate Development Officer, FS Investments)
- David Connor (Managing Director, North America, InvestSuite)
- Brendon Cooper (Chief Revenue Officer, Streetbeat)
- Matt Cooper (President, Beacon Pointe Advisors)
- Todd Cooper (Chief Revenue Officer, TIFIN AG)
- Connor Coughlin (Chief Commercial Officer, Apex Fintech Solutions)
- Martin Cowley (Managing Director, Product Solutions, SEI Investments Company)
- Todd Crockett (Managing Director, TA Associates)
- Ben Cruikshank (President, Flourish)
- Brendan Cuddihy (Chief Operating Officer, CAIS)
- Ben Cukier (Partner, Centana Growth Partners)
- Amy Cunningham (Partner, Republic Capital Group)
- Jeff Cusack (President, RetireOne)
- Lou D'Addario (Chief Revenue Officer, Foundation Source)
- Jonathan Dane (Chief Investment Officer, Quinn)
- Gerard Daniels (PureFacts Financial Solutions)
- Travis Danysh (Chief Corporate Development Officer, Focus Financial Partners)
- Dana D'Auria (President, Envestnet)
- Scott David (CEO, Fiduciary Services Group)
- Jeff Dekko (CEO, Wealth Enhancement Group)
- Kerim Derhalli (CEO, Invstr)
- 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)
- 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)
- Dan Doonan (Executive Director, National Institute on Retirement Security)
- Pete Dorsey (Chief Commercial Officer, Wing Financial)
- Raj Doshi (President, April)
- Jim Dowd (CEO, North Capital Private Securities)
- John Dowd (CEO, Fiduciary Trust Company International)
- Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
- Brock Dunlop (Chief Financial Officer, Fidelity Capital Structure)
- 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)
- Paul Ehrlichman (CEO, Flextion AI)
- Jason Ehrlich (Managing Director, Investments, Emigrant Partners)
- 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)
- Paul Emery (Partner, Altas Partners)
- 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)
- John Euart (Partner, McKinsey & Company)
- Shannon Eusey (CEO, Beacon Pointe Advisors)
- John Ezekowitz (Managing Director, Bain Capital)
- Jackson Fallon (Managing Director, RIA Strategic Accounts, Private Wealth, Blue Owl Capital)
- Mike Fanning (CEO, Advisor360)
- Rafay Farooqui (CEO, SUBSCRIBE)
- Steven Feldman (CEO, GBI)
- Corey Fiedler (Chief Product Officer, Vestmark)
- Terri Fiedler (President, Retirement Services, Corebridge Financial)
- Heather Fortner (CEO, SignatureFD)
- Michael Freudenstein (Partner, PJT Partners)
- Mark Friedenthal (CEO, Tolerisk)
- Ben Fulton (CEO, WEBs Investments)
- John Furey (Managing Partner, Advisor Growth Strategies)
- Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
- Praveen Ghanta (CEO, Fraction.Work)
- Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
- Eric Golden (CEO, Canopy Capital Group)
- Charles Goldman (Executive Chairman, Orion Advisor Solutions)
- Nick Good (President, Ascensus)
- Alex Goodwin (CEO, Bridge)
- Alex Goss (Co-CEO, NewEdge Advisors)
- Matt Goulet (Business Head, FundsNetwork, Fidelity Institutional)
- Rich Grant (Partner, Cerity Partners Ventures)
- Adam Gross (Chief Revenue Officer, Optifino)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Dalton Gustafson (Business Head, Intermediary Investments & Sales, Fidelity Investments)
- Jesse Gurevich (Chief of Staff, VRGL)
- Brad Haag (Executive Vice President, Asset Manager Solutions, SMArtX Advisory Solutions)
- Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
- Jeff Haller (Senior Managing Director, Evercore)
- Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
- Jack Hansen (Partner, Altas Partners)
- Lori Hardwick (Senior Strategic Advisor, Genstar 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)
- Kim Hill (Chief Financial Officer, Amplify Technology)
- 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)
- Eric Housman (President, Fifth Third Wealth Advisors)
- Noelle Hozumi (Executive Vice President, Global Sales, Communify Fincentric)
- 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)
- Clara Jackson (Managing Director, TA Associates)
- Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
- Amit Jain (Managing Director, Financial Services Group, Investment Banking, Piper Sandler)
- Era Jain (CEO, Zeplyn.ai)
- David Jegen (Managing Partner, F-Prime Capital)
- Cristian Jitianu (Partner, Financial & Business Services Practice, Bain Capital Private Equity)
- Andrew Johnson (CEO, Testimonial IQ)
- Ben Johnson (Managing Director, Asset Management Solutions, Morningstar)
- Anders Jones (CEO, Facet)
- Shruti Joshi (President, Facet)
- Brad Joudrie (Chief Revenue Officer, Conquest Planning)
- Matt Kadnar (Partner, Grantham, Mayo, & Van Otterloo (GMO))
- Atul Kamra (Managing Partner, SixThirty Ventures)
- Will Kangas (Partner, Wealth Strategy, PwC)
- Kunal Kapoor (CEO, Morningstar)
- Sonny Kapoor (CEO, OneDigitalTrust)
- Mark Karasik (Business Head, United States Asset & Wealth Management, Fenchurch Advisory Partners)
- Dave Karr (Chairman, Equitable Advisors)
- Anish Karyat (Chief Markets Officer, Moment Technology)
- Roland Kastoun (Partner, Asset & Wealth Management Consulting Solutions, PwC)
- Mike Kazanjian (Chief Marketing Officer, FIDx, Envestnet)
- 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)
- Michael Kim (CEO, AssetMark Financial Holdings)
- Brendan King (CEO, Wavvest)
- Jonathan Kingery (Business Head, United States Wealth Management, Franklin Templeton Investments)
- Rob Klapprodt (Chief Strategy Officer, Vestmark)
- David Kleinhandler (CEO, Optifino)
- 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)
- Bill Koehler (CEO, FCI Advisors)
- Michael Konialian (CEO, Modern Life)
- Michael Kopelman (Venture Partner, Armory Square Ventures)
- Brian Kovack (CEO, Kovack Securities)
- Eli Koven (Executive Vice President, Strategy & Operations, Moment Technology)
- Brandon Krieg (Co-CEO, Stash Financial)
- Nitya Kowtha (Managing Director, Partnerships, Willow)
- Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
- Ritambhara Kumar (Chief Commercial Officer, Advisory Solutions, JP Morgan Wealth Management)
- Stephen Kump (President, Donor Advised Funds, Foundation Source)
- Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Max Lane (CEO, Flourish)
- John Langston (CEO, Republic Capital Group)
- David Lau (CEO, DPL Financial Partners)
- Bob Leaper (Chief Sales Officer, Smartleaf)
- Mike Lecours (Co-Founder, fpPathfinder)
- Michael Lee (Chief Sales Officer, Agent IQ)
- Tom Lee (Co-President, Parametric Portfolio Associates)
- Nate Lenz (CEO, Concurrent)
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- Patrick Leonard (Managing Director, Citigroup)
- Vickie Lewin (Chief Growth Officer, Amplify Technology)
- Andrew Lewis (Executive Vice President, Partnerships, Communify Fincentric)
- Sam Lewis (CEO, Fruitful)
- Bill Lorenz (Co-President, Advisor Teams, Indivisible Partners)
- Rafael Loureiro (CEO, Wealth.Com)
- Chris Loveless (President, O'Shaughnessy Asset Management)
- 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)
- Satayan Mahajan (CEO, Datalign Advisory)
- Rohit Mahna (Business Head, Client Growth, Fidelity Institutional)
- Lou Maiuri (CEO, AssetMark Financial Holdings)
- Paul Majerus (Partner, Republic Capital Group)
- Priya Malani (CEO, Stash Wealth)
- Manish Malhotra (CEO, Income Discovery)
- Hasan Malik (Chief Strategy Officer, Edward Jones)
- Peter Mallouk (CEO, Creative Planning)
- Tom Manning (CEO, FL Putnam Investment Management Company)
- Greg Mashinter (Partner, Peloton Capital Management)
- Frank Massa (President, Broker/Dealer & Network Services, Equitable Advisors)
- Mat Mathews (Chief Product & Engineering Officer, Advisor360)
- Matthew Matrisian (President, Signature Estate & Investment Advisors (SEIA))
- Kate McKinley (Chief Legal Officer, Allspring Global Investments)
- David McNatt (Executive Vice President, Wealth Solutions, AssetMark Financial Holdings)
- Kapil Mehra (Business Head, Wealth Management, Mergers & Acquisitions, Financial Institutions Group, Investment Banking, RBC Capital Markets)
- Doris Meister (CEO, Cove Hollow Advisors)
- Ed Mercier (Chief Operating Officer, RetireOne)
- Eric Metz (President, SpiderRock Advisors)
- Jerry Michael (President, Smartleaf)
- Dave Michaud (Co-Business Head, United States Intermediary Distribution, Eaton Vance)
- Steve Milovanovic (Business Head, Financial Institutions Group, Investment Banking, Citigroup)
- Kurt Miscinski (CEO, Cerity Partners)
- Ranjan Mishra (CEO, PCR)
- Christian Mitchell (President, Cetera Solutions)
- Chris Momsen (CEO, Summa Financial Technology)
- John Moninger (Business Head, United States Distribution, Allspring Global Investments)
- Kevin Moran (President, AlTi Tiedemann Global)
- Colin Motley (Partner, Bain Capital Private Equity)
- Joe Mrak (CEO, Foundation Source)
- Vinay Nair (CEO, TIFIN Group)
- Rob Nance (CEO, Dispatch)
- Cheryl Nash (President, APL InvestCloud)
- Michael Nathanson (CEO, Focus Financial Partners)
- Nina Naydenova (Managing Director, Mergers & Acquisitions, Investment Banking, JP Morgan)
- Daniel Needham (President, Morningstar Investment Management)
- Rob Nelson (CEO, NorthRock Partners)
- Liz Nesvold (Chair, Emigrant Partners)
- Peter Nesvold (Managing Partner, Nesvold Capital Partners)
- George Nichols (CEO, The American College)
- Darby Nielson (Chief Investment Officer, Fidelity Institutional Wealth Services)
- Peter Nolan (Executive Vice President, Strategic Sales & Partnerships, Pontera Solutions)
- Bill Nook (Managing Director, Moelis & Company)
- Mike Norman (President, Galliard Capital Management)
- Rob O'Boyle (Chief Revenue Officer, Pure Facts Financial Solutions)
- Harry O'Mealia (CEO, 1919 Investment Counsel)
- Eden Ovadia (CEO, Finny.ai)
- Siddhartha Oza (Co-CEO, SoraFinance)
- Anton Padmasiri (CEO, WealthOS)
- Matt Pallai (Chief Investment Officer, Nomura Capital Management)
- Lauren Palumbo (Chief Risk Officer, Prudential Annuities)
- Stuart Parker (CEO, PGIM Investments)
- Mark Patricof (CEO, Patricof Company)
- Rob Pettman (President, Tifin Group)
- Gary Pforzheimer (President, Planned Giving, Foundation Source)
- Dan Picard (Managing Director, Alternative Products, Morgan Stanley Investment Management)
- Jon Pincus (CEO, SMArtX Advisory Solutions)
- Jakob Pizzera (Chief Operating Officer, OneVest)
- Nick Platt (Chief Operating Officer, Kudu Investment Management)
- John Plansky (Business Head, State Street Wealth Services)
- Emil Polito (Board Member, First Rate)
- Maurits Pot (CEO, Tema ETFs)
- Alex Potts (President Emeritus, Buckingham Strategic Partners)
- Johnny Poulsen (CEO, Income Lab)
- Christina Quinn (Managing Director, Enterprise RIA, BlackRock)
- Jason Quinn (Chief Operating Officer, Advisor360)
- Alex Rabinovich (Executive Vice President, Global Sales, Halo Investing)
- Matt Radgowski (CEO, Halo Investing)
- Larry Raffone (Chairman, Edelman Financial Engines)
- Nick Raffone (Chief Financial Officer, Vise Technologies)
- Dean Rager (Chief Operating Officer, Geneos Wealth Management)
- Sumit Rajpal (CEO, GrowthCurve Capital)
- Max Rakhlin (Partner, Lightyear Capital)
- Sid Ramakrishnan (Managing Director, Genstar Capital)
- Ramesh Rao (Professor, Finance, McCombs School of Business)
- Vishal Rawal (Partner, Strategy&, PwC)
- Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
- 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)
- Chaz Reiling (Chief Legal Officer, TradePMR)
- Adam Rein (CEO, CapShift)
- Adam Reinmann (CEO, Wendel NA)
- Eduardo Repetto (Chief Investment Officer, Avantis Investors)
- Satricia Rice (Senior Managing Director, Private Client Group, Clearstead Advisors)
- 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)
- Chip Robie (Chief Operating Officer, Eagle Capital Management)
- Ben Robins (Managing Partner, TRIA Capital Partners)
- Collin Roche (Co-CEO, GTCR)
- James Rockwood (CEO, CapIntel)
- Tony Rodrigues (Partner, Bain & Company)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Karl Roessner (CEO, Vestmark)
- Rich Romano (CEO, FIDx)
- Aaron Roome (Managing Director, Market Structure & Wealth, Financial Institutions, Investment Banking, Wells Fargo Securities)
- Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
- 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)
- Michael Roth (Chief Product Officer, Digital Wealth, InvestCloud)
- Tricia Rothschild (Operating Partner, Advent International)
- April Rudin (CEO, The Rudin Group)
- Dan Ruggieri (Managing Director, Corporate Strategy & Development, FS Investments)
- Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
- Tuppy Russo (Chief Technology Officer, Bernstein Private Wealth)
- Debasis Sahu (Partner, Asset & Wealth Management Deals, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Kristen Santerian (Chief Operating Officer, Wealth Business, BlackRock)
- Eric Satz (CEO, Alto Solutions)
- Damian Scavo (CEO, Streetbeat)
- Craig Schedler (Managing Director, Northwestern Mutual Future Ventures)
- Michael Schnitman (Senior Managing Director, SLC Management)
- Dave Schrohe (Partner, Convergency Partners)
- Thomas Schulte (Partner, Financial Planning, Napier Financial)
- Joe Schultz (Chief Client Officer, American Century Investments)
- 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)
- Kabir Sethi (CEO, Kabir Sethi)
- Patrick Shaddow (CEO, Syntax Data)
- Jay Shah (CEO, Edelman Financial Engines)
- Ruchit Shah (CEO, Council Oak Partners)
- Sachin Shah (Managing Director, 55ip)
- Yaela Shamberg (Chief Product Officer, Communify Fincentric)
- Tim Shannon (President, CAIS)
- Andy Shapiro (Managing Director, PJT Partners)
- John Sharpe (President, Wing Financial)
- Jack Sharry (Managing Director, SEI Investments Company)
- Ian Sheridan (Managing Partner, Vestigo Ventures)
- Estee Shor (Chief Operating Officer, Foundation Source Phianthropic Solutions)
- Larry Shumbres (CEO, Archive Intel)
- Jean-Roch Sibille (CEO, Allianz Investment Management United States)
- Brad Siegert (Partner, Ardea Partners)
- Michael Simon (CEO, NDVR)
- 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)
- Ammer Soliman (Co-Founder, Moment Technology)
- 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)
- Mitch Spector (Business Head, FinTech Practice, Berkshire Global Advisors)
- Peter Spinelli (Business Head, Asset & Wealth Management, Investment Banking, RBC Capital Markets)
- Shannon Spotswood (CEO, RFG Advisory)
- Jenny Spradling (CEO, FreeWill)
- John Stadtler (Partner, Financial Services, PwC)
- 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)
- Ken Stern (President, Lido Advisors)
- Dave Stone (CEO, RetireOne)
- Matt Straut (Managing Director, RIA Channel, Blue Owl Capital)
- Joe Sullivan (CEO, Allspring Global Investments)
- Tony Svach (Business Head, United States Intermediary Sales, Allspring Group Holdings)
- Steve Swain (Partner, Centana Growth Partners)
- Mark Swan (CEO, Nevis Wealth)
- Wilbur Swan (CEO, Catchlight)
- Binoy Talati (Managing Director, Enterprise RIA, iCapital Network)
- Andrew Tarver (President, Private Markets Account Network, InvestCloud)
- Darren Tedesco (President, Advisor360)
- Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
- Eric Thomes (CEO, Allianz Life Financial Services)
- Chris Todd (CEO, Envestnet)
- 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)
- Suraj Tripathy (Business Head, Corporate Development, Raymond James Financial)
- Adriana Tullman (Managing Partner, Peak Altitude Partners)
- Neil Turner (Co-CEO, NewEdge Advisors)
- Paul Uhlman (President, Federated Securities Corporation)
- Joe Ujobai (CEO, Alternative Investment Exchange (AIX))
- Frank Vallario (Senior Managing Director, rpmAUM)
- Pete VanDeventer (Managing Director, The Goldman Sachs Group)
- Kyle VanFleet (Managing Director, Americas, Asset Management Investment Banking, The Goldman Sachs Group)
- Suzanne Van Staveren (Chief Financial Officer, Edelman Financial Engines)
- Laura Varas (CEO, Hearts & Wallets)
- Samir Vasavada (CEO, Vise Technologies)
- Dan Vene (Managing Partner, Investment Solutions, iCapital Network)
- GV Vincent (Senior Partner, Deloitte Consulting)
- 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)
- Fred Waldman (Partner, North American Distribution, UpMarket)
- Corey Walther (President, Allianz Life Financial Services)
- Alex Weiss (President, Napier Financial)
- Jason Wenk (CEO, Altruist)
- Scott White (CEO, FMG Suite)
- Justin Whitehead (CEO, Pebble Finance)
- Jim Wiandt (Partner, Stack Ventures)
- Jim Wiandt (Partner, Stack Ventures)
- Craig Wietz (President, First Rate)
- David Wiley III (President, Wiley Brothers-Aintree Capital)
- Weston Wilkinson (Partner, Investcorp)
- Spencer Williams (CEO, Retirement Clearinghouse)
- Sean Wing (CEO, Wing Financial)
- David Winokur (Partner, Financial Services, Clayton, Dubilier, & Rice (CD&R))
- John Wise (CEO, Communify Fincentric)
- Bruce Wolfe (Business Head, Individual Retirement Strategy, Insight Investment)
- J. Womack (Chief Product Officer, SEI Investments Company)
- Aaron Wormus (Chief Technology Officer, SMArtX Advisory Solutions)
- Jeff Yabuki (CEO, InvestCloud)
- Helen Yang (CEO, Andes Risk)
- Alaoui Zenere (Managing Director, Equity Capital Markets, JP Morgan)
- Victor Zhang (Chief Investment Officer, American Century Investments)
- Jimmy Zhao (Partner, Wealth & Asset Management, McKinsey & Company)
- Dan Zitting (CEO, Nitrogen)
- Vadim Zlotnikov (President, Fidelity Institutional)
- Ross Znavor (President, Vise Technologies)
- Yoav Zurel (CEO, Pontera Solutions)
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