Tiburon CEO Summit L: April 20-22, 2026
Tiburon CEO Summit L was held April 20-22, 2026 at the Palace Hotel in San Francisco, CA. Tiburon CEO Summit L began with a welcome reception on Monday, April 20, 2026, at 5:00pm at the Palace Hotel, San Francisco, CA, continued with the core meeting agenda at 7:45am on Tuesday, April 21, 2026, including a group dinner that night, and finished at 1:00pm on Wednesday, April 22, 2026. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Tiburon CEO Summit L also featured the firm's traditional client-centric panel discussions and two networking-based social events. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit L included speakers:
- Neil Abromavage (Managing Director, Global Asset & Wealth Management, TD Cowen)
- Adam Aderton (Partner, Simpson, Thacher, & Bartlett)
- Amar Ahluwalia (CEO, OneVest)
- Wayne Baker (Chief Investment Officer, TIAA Ventures)
- Karen Barrett (CEO, Unbiased)
- Marty Bicknell (CEO, Mariner)
- Greg Bruce (President, Raymond James RIA & Custody Division)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Rich Cancro (CEO, AdvisorEngine)
- Bill Capuzzi (CEO, Apex Fintech Solutions)
- John Clendening (CEO, Earned Wealth)
- Alan Clopine (Executive Chairman, Pure Financial Advisors)
- Jim Combs (CEO, National Advisors Trust)
- Ben Cruikshank (President, Flourish)
- Devon Drew (CEO, AssetLink)
- John Dowd (Chairman, Fiduciary Trust Company International)
- Tom Fields (CEO, Fynancial)
- Snehal Fulzele (CEO, UPTIQ)
- Gary Gallagher (President, iCapital Network)
- Matt Gelber (Managing Director, Houlihan Lokey)
- Vlad Golyk (Partner, McKinsey & Company)
- Rashmi Gopinath (Managing Partner, BAM Corner Point)
- Jack Hannah (President, GeoWealth Management)
- Matt Harris (Senior Partner, Alpha Financial Markets Consulting)
- Fahad Hassan (CEO, Range)
- Sal Hasnain (Former Managing Director, Ontario Teachers' Pension Plan)
- Philipp Hemmersbach (CEO, Kapnative)
- David Jegen (Managing Partner, F-Prime Capital)
- Sindhu Joseph (CEO, CogniCor Technologies)
- Brad Joudrie (CEO, Conquest Planning)
- Mike Kelly (President, Future Standard)
- Matthias Kristol (Managing Director, Jefferies Financial Group)
- Shannon Larson (President, AE Wealth Management)
- David Lau (CEO, DPL Financial Partners)
- Matt Le Merle (CEO, Fifth Era Partners)
- Patrick Leonard (Managing Director, Financial Technology, Citigroup)
- Sarah Levy (CEO, Betterment)
- Steve Lockshin (Founder, Vanilla)
- Satayan Mahajan (CEO, Datalign Advisory)
- Justin Miller (Partner, Bain & Company)
- Joe Mrak (CEO, Foundation Source)
- Liz Nesvold (Executive Chairwoman, Emigrant Family Office)
- Thomas Olsen (Partner, Bain & Company)
- Eden Ovadia (CEO, Finny AI)
- Eric Pan (CEO, Investment Company Institute (ICI))
- James Poer (CEO, Kestra Holdings)
- Andrei Pop (CEO, Humanity Labs)
- Ron Pruitt (President, Orion Wealth Management)
- Eric Rachmel (CEO, OLarry)
- Larry Restieri (CEO, Hightower)
- Brian Riley (Business Head, BNY Wealth)
- Debasis Sahu (Partner, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Dan Seivert (CEO, Echelon Partners)
- Patrick Shaddow (President, Syntax)
- Larry Shumbres (CEO, Archive Intel)
- Brad Siegert (Partner, Ardea Partners)
- Babu Sivadasan (CEO, Jiffy.ai)
- Greg Smith (Managing Director, Financial Technology Partners)
- Kirk Smith (Managing Director, GTCR)
- Brad Smithy (President, Wealth Management, Elevation Point)
- Avy Stein (Co-Chairman, Cresset Capital Management)
- David Stedman (CEO, BrightDime)
- Marie Swift (CEO, Impact Communications)
- Andrew Tarver (President, Private Markets, InvestCloud)
- Keith Taylor (Managing Director, The Cynosure Group)
- Darren Tedesco (President, Advisor360)
- Dave Thornton (CEO, Vested)
- Neil Turner (Co-CEO, NewEdge Advisors)
- Samir Vasavada (CEO, Vise Technologies)
- Bob Veres (Publisher, Inside Information)
- Ian Wenik (Editor, CityWire RIA)
- Nick Wright (CEO, SS&C Global Investor & Distribution Solutions)
- Alan Zafran (Co-Managing Partner, IEQ Capital)
- Jill Zucker (Senior Partner, McKinsey & Company)
Tiburon CEO Summit L also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit L Keynote Presentation Webinar
Chip Roame's Tiburon CEO Summit L Keynote Presentation focused on United States of America Wealth Management (& WealthTech) Key Trends. Tiburon members can view the Tiburon webinar presentation by clicking on the image to the right. Tiburon members needing a username & password can contact Sarah Sage.
Tiburon Managing Partner Chip Roame emphasizes a point during the Tiburon CEO Summit Keynote Presentation at Tiburon CEO Summit L in San Francisco, CA
Tiburon CEO Summit L Photographs
Tiburon engages the services of a professional photographer to record the events and capture the spirit of the Tiburon CEO Summits for the benefit of Tiburon members. All Tiburon CEO Summit members and journalists are welcome to view, download, and share these images across traditional and social media. Please click on the image to the right to view the Tiburon CEO Summit L photo gallery.
Tiburon Managing Partner Chip Roame and Tiburon CEO Summit L attendees at the Palace Hotel in San Francisco, CA
Tiburon CEO Summit L: Attendee List
Tiburon is pleased to announce that the following 406 Tiburon members attended Tiburon CEO Summit L:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Jen Abate (Senior Managing Director, RIA Strategy Private Wealth, The Blackstone Group)
- Jim Abbott (Partner, Business Transactions Group, Seward & Kissel)
- Ola Abdul (CEO, Fundment)
- Mike Abelson (Executive Vice President, Strategic Partnerships, AssetMark Financial Holdings)
- Neil Abromavage (Managing Director, Global Asset & Wealth Management, TD Cowen)
- Alvi Abuaf (Industry Partner, Motive Partners)
- Adam Aderton (Partner, Litigation Asset Management Group, Simpson, Thacher, & Bartlett)
- Amar Ahluwalia (CEO, OneVest)
- Gurinder Ahluwalia (Executive Partner, Thomas H. Lee Partners)
- Andrew Altfest (CEO, FP Alpha)
- James Amen (Managing Director, Ardea Partners)
- Anthony Aulisa (Chief Operating Officer, Wealthie)
- Sabrina Bailey (President, Foundation Source)
- Wayne Baker (Chief Investment Officer, TIAA Ventures)
- Robb Baldwin (CEO, Trade PMR)
- Cody Barbo (CEO, Trust & Will)
- John Barkeley (Chief Financial Officer, DPL Financial Partners)
- David Barnard (CEO, Luminary Platforms)
- Karen Barrett (CEO, Unbiased)
- Thompson Barro (Managing Director, TIAA Ventures)
- Brent Beardsley (Business Head, Investment Advisory Business, USAA)
- Kris Beck (Chief Legal Officer, Pontera)
- Tobin Bennion (Executive Vice President, Sales, Jump Advisor AI)
- Rob Bethmann (Managing Director, Broker/Dealers & RIAs, First Rate)
- Rishi Bharathan (CEO, WiserAdvisor)
- Adi Bhatia (Executive Vice President, Financial Technology Partners)
- Raj Bhattacharyya (CEO, Robertson Stephens)
- Phil Bianchi (Managing Partner, nFleXion Capital Partners)
- Marty Bicknell (CEO, Mariner)
- Dave Blair (CEO, Ridgeline)
- Mike Blundin (President, Vestmark)
- Mike Bonardi (Managing Director, Schwab Investor Services)
- Manju Boraiah (Business Head, Systematic Fixed Income & Custom Separately Managed Accounts, Allspring Global Investments)
- Jeff Brand (Managing Director, Asset & Wealth Management Global Investment Banking, Raymond James & Associates)
- Susan Brandeis (Chief Financial Planning Officer, Pure Financial Advisors)
- Lori Brisbois (Executive Vice President, Wealth Sales, Communify)
- Greg Bruce (President, RIA & Custody Services Division, Raymond James Financial)
- Mark Bruno (Managing Director, Strategic Advisory, Emigrant Partners)
- Jeff Buchheister (Chief Financial Officer, Cetera Financial Group)
- Tim Buchner (Chief Operating Officer, Private Markets Network, InvestCloud)
- Karen Budell (Chief Marketing Officer, Conquest Planning)
- Randy Bullard (Business Head, Investment Management, Hightower Advisors)
- Kate Burke (CEO, Allspring Global Investments)
- Bill Buzaid (Managing Director, Sales & Relationship Management, Moment Technology)
- Rob Callahan (Managing Director, Financial Institutions Group Corporate Banking, Wells Fargo & Company)
- Bruce Cameron (CEO, Berkshire Global Advisors)
- Rich Cancro (CEO, AdvisorEngine)
- David Canter (CEO, Finley Point Strategy)
- Mike Capelle (Co-CEO, Modern Wealth Management)
- Bill Capuzzi (CEO, Apex Fintech Solutions)
- Paul Cardenas (CEO, HNTR AI)
- Blake Cargill (Partner, Republic Capital Group)
- Jeff Carlin (Senior Managing Director, Wealth & Retirement Services, Nuveen Investments)
- Meg Carpenter (CEO, FiComm Partners)
- Mark Casady (Executive Chairman, FMG Suite)
- Charles Casey (President, Premier Foundation Services)
- Todd Cassler (Chief Revenue Officer, Wilshire)
- Mike Castleforte (Senior Partner, Financial Services, The Vistria Group)
- Kathie Chao (Managing Director, Wealth Offers, Operations, & Specialists, Schwab Investor Services)
- Steve Chen (CEO, Boldin)
- Dave Christensen (CEO, FMG Suite)
- John Clendening (CEO, Earned Wealth)
- Paul Clifford (CEO, STRATxAI)
- Alan Clopine (Executive Chairman, Pure Financial Advisors)
- John Cochran (CEO, Conditor Equity)
- Sean Coleman (CEO, Eyre Street Capital)
- Reed Colley (President, Orion Advisor Technology)
- Jim Combs (CEO, National Advisors Trust Company)
- Chris Condelles (Chief Strategy Officer, Future Standard)
- David Connor (Managing Director, North America, InvestSuite)
- Chris Cook (Executive Vice President, Solutions & Security, Dispatch)
- Julie Cooling (CEO, RIA Channel)
- Bill Coppel (Chief Client Growth Officer, Trade PMR)
- Connor Coughlin (Chief Customer Officer, Apex Fintech Solutions)
- David Coyle (Chief Revenue Officer, Aqua)
- Ben Cruikshank (President, Flourish)
- Peter Cutler (Chief Revenue Officer, CapIntel)
- Lou D'Addario (Chief Revenue Officer, Foundation Source Philanthropic Solutions)
- Amin Dabit (Business Head, Traditional Wealth Planning, Edelman Financial Engines)
- Gerard Daniels (Chief Transformation Officer, PureFacts Financial Solutions)
- Travis Danysh (Chief Strategy Officer, Focus Financial Partners)
- Brian DaRosa (Chief Operating Officer, Humanity Labs)
- Amy DeTolla (CEO, Aureus Advantage)
- Ryan Diachok (CEO, Geneos Wealth Management)
- Rob Dilbone (Chief Revenue Officer, TradePMR)
- Drew DiMarino (Chief Revenue Officer, Zocks Communications)
- Anu Dodda (Chief Technology Officer, PureFacts Financial Solutions)
- Kevin Dolsen (Chief Operating Officer, Polen Capital Management)
- Abby Domine (Chief Marketing Officer, Flourish)
- Marc Dorfman (Chief Revenue Officer, Vanilla)
- Aaron Dorr (Managing Director, Asset & Wealth Management Investment Banking, Piper Sandler)
- Raj Doshi (President, April Tax Solutions)
- Jim Dowd (CEO, North Capital)
- John Dowd (Chairman, Fiduciary Trust Company International)
- Devon Drew (CEO, AssetLink)
- Freedom Dumlao (Chief Technology & Artificial Intelligence Officer, Vestmark)
- Peter Dun (CEO, Feathery)
- Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
- Patrick Dunne (Chief Operating Officer, Hightower Holding)
- Daniel Edelman (Managing Director, Flexpoint Ford)
- Borja Edo (CEO, Sherpas Wealth Technology)
- James Eichberger (Executive Vice President, Sales, Dispatch)
- Ryan Eisenman (CEO, Arch)
- Olivia Eisinger (Business Head, Client Experience, Apex Fintech Solutions)
- Ahmad El-Katib (Chief Product Officer, First Rate)
- Parker Ence (CEO, Jump Advisor AI)
- Erkko Etula (CEO, Brooklyn Investment Group)
- Michael Falcon (CEO, Eagle Capital Management)
- Annabel Fan (Chief Revenue Officer, Arch)
- Gene Farrell (CEO, Vanilla)
- Tom Fields (CEO, Fynancial)
- Michael Freudenstein (Partner, PJT Partners)
- Mark Friedenthal (CEO, Tolerisk)
- Jackie Frommer (Chief Commercial Officer, Trust & Will)
- John Furey (Managing Partner, Advisor Growth Strategies)
- Teddy Fusaro (President, Bitwise Asset Management)
- Gary Gallagher (President, iCapital Network)
- Abbe Galvez-Cordon (Managing Director, Wealth & WealthTech, TD Securities)
- Andres Garcia-Amaya (CEO, Zoe Financial)
- Michelle Garrett (Managing Director, Client Strategy, Flyer Financial Technologies)
- Matt Gelber (Managing Director, Houlihan Lokey)
- Gregg Giaquinto (President, RBC Rochdale)
- Salvatore Giglio (Managing Director, Strategy & Corporate Development, Morgan Stanley Wealth Management)
- Mark Gilbert (CEO, Zocks)
- Neil Gilfedder (Chief Investment Officer, Edelman Financial Engines)
- Dave Goes (President, Enterprise Solutions, Advyzon)
- Eric Golden (CEO, Canopy Capital Group)
- Vlad Golyk (Partner, Wealth Management, North America, McKinsey & Company)
- Alex Goodwin (CEO, Bridge)
- Rashmi Gopinath (Managing Partner, BAM Corner Point)
- Jason Gordo (President, Modern Wealth Management)
- Andrew Gowasack (President, Trust Stamp)
- Jen des Groseilliers (CEO, The Mather Group)
- Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
- Bomy Hagopian (Partner, Wealth Management Advisory, Berkshire Global Advisors)
- Jeff Haller (Senior Managing Director, Evercore)
- Adam Halpern-Leistner (Partner, Hellman & Friedman)
- Megan Hanley (Chief Marketing Officer, Edelman Financial Engines)
- Jack Hannah (President, GeoWealth Management)
- Jack Hansen (Partner, Altas Partners)
- Scott Hanson (Vice Chairman, Allworth Financial)
- Alex Hargrove (CEO, NetLaw)
- Matt Harris (Senior Partner, North America, Wealth Management Consulting, AlphaFMC)
- Ben Harrison (Managing Director, Wealth Solutions, Pershing)
- Andrew Hart (Managing Partner, American Estate & Trust)
- Sal Hasnain (Former Managing Director, Financial Services, Ontario Teachers' Pension Plan)
- Fahad Hassan (CEO, Range)
- Tom Haught (CEO, Sequoia Financial Group)
- Kate Healy (CEO, AdvoKate IQ)
- Mike Hecht (Managing Director, Corporate Development, The Charles Schwab Corporation)
- Philipp Hemmersbach (CEO, Kapnative)
- Mike Hemmert (Chief Sales Officer, Asset-Map Holdings)
- Pete Hess (President, PureFacts Financial Solutions)
- Allegra Heyligers (Chief Operating Officer, Global Distribution, Allspring Global Investments)
- Ed Higham (Managing Director, Asset & Wealth Management, Global Equities & Investment Banking, Raymond James & Associates)
- Josh Hile (CEO, Citizen Mint)
- Eric Hoerdemann (Partner, Convergency Partners)
- Cameron Hoerner (Managing Director, Asset & Wealth Management Investment Banking, Piper Sandler)
- Will Hoesley (Managing Director, Mergers & Acquisitions, Cresset Capital Management)
- Mike Hollander (Managing Director, GTCR)
- Thanh Hong (Partner, Convergency Partners)
- Anton Honikman (CEO, Anton Honikman)
- Tom Van Horn (Chief Operating & Product Officer, The TIFIN Group)
- Kevin Hughes (President, Financial Planning, Advyzon)
- Bob Huret (Co-Founder, Huret Rothenberg)
- Graham Hurtt (Managing Director, Technology & Services Investment Banking, Raymond James & Associates)
- Bogdan Ignashchenko (Partner, Apollo Global Management)
- David Wiley III (President, Wiley Brothers-Aintree Capital Partners)
- Marc Irizarry (Managing Partner, Republic Capital Group)
- Mark Israel (Chief Technology Officer, Focus Financial Partners)
- Shawn Jaberzadeh (Principal, RIA National Accounts, The Vanguard Group)
- Kamal Jafarnia (Chief Legal Officer, Vise Technologies)
- Amit Jain (Managing Director, Asset & Wealth Management Investment Banking, Piper Sandler)
- Ali Jawin (Chief Marketing Officer, Pontera)
- Khyra Jeffries (Chief Administrative Officer, TIAA Wealth)
- David Jegen (Managing Partner, F-Prime Capital)
- Seth Johnson (Business Head, Billing Development, Envestnet)
- Anders Jones (CEO, Facet)
- Sindhu Joseph (CEO, CogniCor Technologies)
- Shruti Joshi (President, Facet)
- Brad Joudrie (CEO, Conquest Planning)
- Terri Kallsen (Managing Partner, Partnerships, Rise Growth Partners)
- Will Kangas (Partner, Asset & Wealth Management Strategy, Financial Services Strategy, PwC)
- Yvonne Kanner (Managing Partner, TRIA Capital Partners)
- Kunal Kapoor (CEO, Morningstar)
- Anish Karyat (Chief Markets Officer, Moment Technology)
- Brian Kasal (CEO, FourStar Wealth)
- Greg Kasavana (Chief Financial Officer, FMG Suite)
- Paul Keeton (Managing Director, Investments, Prospera Financial Services)
- Andrew Keiper (Co-Business Head, Enterprise Group, Dimensional Fund Advisors)
- Brad Kellogg (Chief Financial Officer, Flyer Financial Technologies)
- Bradley Kellum (Partner, Wealth & Asset Management, Oliver Wyman)
- Mike Kelly (President, Future Standard)
- Dan Kern (Chief Investment Officer, Nixon Peabody)
- Zack Khan (President, Feathery)
- Michael Kim (CEO, AssetMark)
- Rob Klapprodt (Chief Strategy Officer, Vestmark)
- Max Klein (CEO, LEA)
- Nick Knepper (CEO, EquityNav)
- Kevin Knull (CEO, TaxStatus)
- Tim Kochis (CEO, Kochis Global)
- Bill Koehler (CEO, FCI Advisors)
- Matthias Kristol (Managing Director, Global Wealth & Asset Management, Jefferies Financial Group)
- Phil Labbe (Managing Director, Financial Institutions, Morgan Stanley)
- Brendan Lake (CEO, PPB Capital Partners)
- Sean Lambert (President, San Diego & Baja, Youth with a Mission)
- Randy Lambert (CEO, Fulcrum5)
- Tait Lane (Managing Principal, Merit Financial Group)
- Stephen Langlois (CEO, Seaport Consulting Partners)
- John Langston (Managing Partner, Republic Capital Group)
- Shannon Larson (President, AE Wealth Management)
- David Lau (CEO, DPL Financial Partners)
- Mark Lavan (Business Head, Wealth Management, Franklin Templeton Investments)
- Bill Van Law (CEO, WVL Group)
- Bob Leaper (Chief Sales Officer, Smartleaf)
- Patrick Leonard (Managing Director, Financial Technology Investment Banking, Citigroup)
- Wim Van Lerberghe (CEO, Advintro)
- Dan Levin (Chief Financial Officer, Oaktree Capital Management)
- Eric Levy (Partner, Convergency Partners)
- Sarah Levy (CEO, Betterment)
- Steve Lewczyk (Managing Director, Flyer Financial Technologies)
- Frieda Lewis (Managing Director, Client Engagement, Broadridge Financial Solutions)
- Michael Liersch (Chief Planning Officer, Edelman Financial Engines)
- Steve Lockshin (Founder, Vanilla)
- Rafael Loureiro (CEO, Wealth.com)
- Jody Lowe (CEO, The Lowe Group)
- Steve Lundquist (Business Head, RIA Channel, JP Morgan Funds Management)
- Paul Lussow (CEO, TIFIN Give)
- Jack Lynch (Chief Strategy Officer, Ridgeline)
- Mani Mahadevan (Founder, Valur)
- Satayan Mahajan (CEO, Datalign Advisory)
- Ana Mahony (CEO, Addition Wealth)
- Lou Maiuri (CEO, AssetMark Financial Holdings)
- Paul Majerus (Partner, Republic Capital Group)
- Manish Malhotra (CEO, Income Discovery)
- Brian Marchiel (Chief Product Officer, MyVest)
- Stan Markuze (CEO, Balance)
- Jeff Marvaldi (Managing Director, RIA Enterprise Business, Blue Owl Capital)
- Hugh Massie (CEO, DNA Behavior)
- Mat Mathews (Chief Product & Engineering Officer, Advisor360)
- Matthew Matrisian (President, Signature Estate & Investment Advisors (SEIA))
- Dexter McAuley (Chief of Staff, Morningstar)
- Tom McCarthy (Chief Distribution Officer, DPL Financial Partners)
- Michael McGillen (Managing Director, Financial Institutions, Morgan Stanley)
- Madeline McNamara (Executive Vice President, Tier 1 Sales, Communify)
- David McNatt (Chief Wealth Solutions & Strategy Officer, AssetMark Financial Holdings)
- Kapil Mehra (Managing Director, Asset & Wealth Management Investment Banking, RBC Capital Markets)
- Runik Mehrotra (President, Vise Technologies)
- Doris Meister (CEO, Cove Hollow Advisors)
- Matthew Le Merle (Managing Partner, Fifth Era Financial)
- Rick Meyers (Executive Managing Director, Client & Advisory, Bernstein Private Wealth)
- Jerry Michael (President, Smartleaf)
- Kirk Michie (Senior Managing Director, Candor Advisors)
- Tommaso Migliore (CEO, MDOTM)
- Justin Miller (Partner, Financial Services & FinTech, Bain & Company)
- Megan Miller (Chief Operation Officer, Equities, Allspring Global Investments)
- Chris Mills (Executive Vice President, Wealth Solutions, Feathery)
- Steve Milovanovic (Managing Director, Financial Institutions Group, Investment Banking, Citigroup)
- Christian Mitchell (President, Cetera Solutions)
- Mike Mock (President, Sammons Wealth)
- David Moricca (CEO, Socialive)
- Peter Moroni (Founding Member, Sherpas Wealth Technology)
- Joe Mrak (CEO, Foundation Source Philanthropic Solutions)
- Crystina Mueller (Business Head, Enterprise, Vise Technologies)
- David Musto (Chairman, Ascensus)
- Alexandera Mysoor (CEO, Alix)
- Rob Nance (CEO, Dispatch)
- Charlie Nelson (CEO, Nelson Advisory Services)
- Rob Nelson (CEO, NorthRock Partners)
- Joe Nestlerode (Partner, Wealth Technology, AlphaFMC)
- Liz Nesvold (Executive Chairwoman, Emigrant Family Office)
- Brett Nielsen (Senior Partner, North America, Client & Digital Asset & Wealth Consulting, AlphaFMC)
- Mark Nitzberg (Executive Director, University of California at Berkeley)
- Rob O'Boyle (Chief Revenue Officer, PureFacts Financial Solutions)
- Chris Ollendike (Chief Growth Officer, SMArtX Advisory Solutions)
- Thomas Olsen (Partner, Financial Infrastructure, Data, & Technology, Bain & Company)
- Lisa Opoku (Chief Operating Officer, Future Standard)
- Eden Ovadia (CEO, Finny AI)
- Kristen Oziemkowski (Chief Operating Officer, The Mather Group)
- Eric Pan (CEO, Investment Company Institute (ICI))
- Darshan Patel (Chief Financial Officer, Facet)
- Rob Pettman (President, The TIFIN Group)
- Jon Pincus (CEO, SMArtX Advisory Solutions)
- Jakob Pizzera (Chief Operating Officer, OneVest)
- James Poer (CEO, Kestra Holdings)
- Andrei Pop (CEO, Humanity Labs)
- Ron Pruitt (President, Orion Wealth Management)
- Hao Qin (Chief Strategy Officer, Aspen Standard Wealth)
- Chrissy Quinn (Managing Director, Enterprise RIA Wealth Business, BlackRock)
- Eric Rachmel (CEO, OLarry)
- Carolyn Raden (Chief Financial Officer, Clearstead Advisors)
- Nick Raffone (Chief Financial Officer, Vise Technologies)
- Dean Rager (Chief Operating Officer, Geneos Wealth Management)
- Sid Ramakrishnan (Managing Director, Genstar Capital)
- Craig Ramsey (Chief Operating Officer, AdvisorEngine)
- Boris Rapoport (Senior Partner, Financial Services, The Vistria Group)
- Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture)
- Prab Reddy (Founding Partner, Stride Growth Partners)
- Mike Reed (Partner, Republic Capital Group)
- Matt Regan (President, Wealthcare Capital Management)
- Matt Reidy (Managing Director, Wealth Services, Humanity Labs)
- Chaz Reiling (General Counsel, TradePMR)
- Eduardo Repetto (Chief Investment Officer, Avantis Investors)
- Larry Restieri (CEO, Hightower Holding)
- Brian Riley (Business Head, BNY Wealth)
- Robert Roberts (Managing Director, New Mountain Capital)
- James Rockwood (CEO, CapIntel)
- Danny Rodriguez (Partner, Lee Equity Partners)
- Karl Roessner (CEO, Vestmark)
- Mark Rogozinski (Managing Director, Family Office Services, Emigrant Bank)
- Aaron Roome (Managing Director, Market Structure & Wealth Financial Institutions Investment Banking, Wells Fargo Securities)
- Heather Rosato (Chief Marketing Officer, DPL Financial Partners)
- Dan Rosen (CEO, D1g1t)
- Brian Ross (CEO, Flyer Financial Technologies)
- Gary Roth (Co-CEO, Modern Wealth Management)
- Peter Rothschild (Managing Partner, RF Investment Partners)
- Dan Ruggieri (Managing Director, Corporate Strategy & Development, Future Standard)
- Nichole Rush (Managing Director, Corporate Development, First Rate Ventures)
- Debasis Sahu (Partner, Asset & Wealth Management Consulting Strategy, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Eric Salz (Managing Director, Private Wealth Services, The Charles Schwab Corporation)
- Neal Sangal (Partner, Business & Financial Services, TPG Capital)
- Jonathan Scheid (President, Focus Partners Advisor Solutions)
- Dave Schrohe (Partner, Convergency Partners)
- Bruxa Schwartz (Managing Director, Development, Endaoment)
- Jason Schwarz (CEO, Wilshire)
- Skip Schweiss (CEO, Sierra Investment Management)
- Lauren Seidman (Managing Director, Stone Point Capital)
- Dan Seivert (CEO, Echelon Partners)
- Katie Sessions (Managing Director, Business Development, Americas, Aladdin WealthTech, BlackRock)
- Liz Sessler (President, CapShift)
- Tom Severance (Chief Revenue Officer, OneVest)
- Patrick Shaddow (CEO, Syntax Data)
- Sachin Shah (CEO, Mantri Advisory)
- Sunay Shah (Managing Director, Business Development & Partnerships, OneVest)
- Yaela Shamberg (Chief Product Officer, Communify)
- Andy Shapiro (Managing Director, PJT Partners)
- Dave Shapiro (Co-Founder, Arta Finance)
- Gaurav Sharma (CEO, Capitalize)
- Estee Shor (Chief Operating Officer, Foundation Source Philanthropic Solutions)
- Larry Shumbres (CEO, Archive Intel)
- Madeleine Sinclair (Managing Director, North American Distribution, Private Wealth, Blue Owl Capital)
- Jeff Sippel (Chief Strategy Officer, The Northwestern Mutual Life Insurance Company)
- Babu Sivadasan (CEO, Jiffy.ai)
- Ken Sleeper (Managing Director, Sierra Investment Management)
- Charles Smith (Partner, Wealth & Asset Management Practice, Ernst & Young)
- Greg Smith (Managing Director, Financial Technology Partners)
- Kirk Smith (Managing Director, GTCR)
- Marshall Smith (Managing Director, First Rate Ventures)
- Tom Smith (Chief Growth Officer, DPL Financial Partners)
- Dane Snowden (CEO, Certified Financial Planner Board of Standards (CFP Board))
- Ammer Soliman (Chief Operating Officer, Moment Technology)
- Matt Somma (Managing Director, Asset & Wealth Management Investment Banking, Piper Sandler)
- Jenny Souza (CEO, Emigrant Partners)
- Adam Spector (CEO, Fiduciary Trust)
- Mitch Spector (Partner, FinTech Practice, Berkshire Global Advisors)
- Peter Spinelli (Managing Director, Asset & Wealth Management Investment Banking, RBC Capital Markets)
- John Stadtler (Partner, United States Financial Services, Advisory Services, PwC)
- David Stedman (CEO, Bright Dime)
- Avy Stein (Co-Chairman, Cresset Capital Management)
- Brian Stern (Partner, Private Investments, Declaration Partners)
- Jon Stevenson (President, Astraeus Wealth Tech)
- Andy Stewart (Executive Chairman, Wilshire)
- Julie Sunwoo (President, DAFgiving360, The Charles Schwab Corporation)
- Mark Swan (CEO, Nevis Wealth)
- Wilbur Swan (Managing Director, Fidelity Labs)
- Marie Swift (CEO, Impact Communications)
- Binoy Talati (Managing Director, RIA Business Development & Enterprise Relationship Management, iCapital Network)
- Martin Tarlie (Chief Product Officer, Nebo Wealth)
- Joe Tartoni (CEO, Quinova Partners)
- Andrew Tarver (President, Private Markets Network, InvestCloud)
- Keith Taylor (Managing Director, The Cynosure Group)
- Darren Tedesco (President, Advisor360)
- Clare Teeling (Chief of Staff, Humanity Labs)
- Sunitha Thomas (Co-Business Head, Wealth Client Group, Northern Trust Asset Management)
- Dave Thornton (CEO, Vested)
- Don Tinneny (Chief Product Officer, Asset-Map Holdings)
- Victoria Toli (President, Finny AI)
- Bruce Traan (President, Syntax Indices, Syntax Data)
- Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
- Neil Turner (Co-CEO, NewEdge Advisors)
- Samir Vasavada (CEO, Vise Technologies)
- Bob Veres (Publisher, Inside Information)
- Swati Verma (Business Head, Wealth & Advisor Platforms, Charles River Development, State Street Corporation)
- Scott Victoria (Chief Operating Officer, TradePMR)
- Rodrigo Vicuna (CEO, Wealthie)
- Kendrick Wakeman (CEO, WealthTech Strategy Partners)
- Hardeep Walia (Managing Director, Artificial Intelligence & Personalization, The Charles Schwab Corporation)
- Mike Watling (Partner, Litigation & Investigations, Asset & Wealth Management, Seward & Kissel)
- Mark Wellman (Executive Vice President, Wealth Growth, Feathery)
- Ian Wenik (Editor, CityWire RIA)
- Jason Wenk (CEO, Altruist)
- Scott White (Board Member, FMG Suite)
- Greg Why (Chief Transformation Officer, Edelman Financial Engines)
- Ryan Wickert (Chief Financial Officer, The Mather Group)
- Craig Wietz (President, First Rate)
- Chris Wilkins (CEO, Baker Street Advisors)
- Mac Williams (Partner, JMI Equity)
- Matt Wren (Chief Technology Officer, Allspring Global Investments)
- Nick Wright (CEO, SS&C Global Investor & Distribution Solutions)
- Chris Yen (Partner, UpMarket)
- Joe Zabik (Partner, Broadhaven Capital Partners)
- Alan Zafran (Co-Managing Partner, IEQ Capital)
- Richard Zak (Managing Director, San Francisco & Peninsula, The Charles Schwab Corporation)
- Kyle Zasky (CEO, VRGL)
- Ross Znavor (President, Vise Technologies)
- Jill Zucker (Senior Partner, McKinsey & Company)