Wealth Management EDGE Day 2 - US Eastern
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- Oleg Tishkevish - CEO, Invent
Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.
Demo x1: Arnulf Hsu, CEO & Founder, GReminders
Demo x2: Tom Fields, CEO and founder Fynancial
Demo x3: Jeremiah Merle, Account Executive, New Business, BILL
Demo x4: Melinda Barton, Account Executive, Addepar
Demo x5: Jim Hardeman,EVP of Product, Zocks
Demo x6: Jud Mackrill, CEO & Co-Foudner, MileMarker
Demo x7: Rylan Folts, Co-Founder and Head of Sales, WealthFeed
Demo x8: Era Jain, CEO & Co-founder, Zeplyn
Demo x9: Matt Morris, CEO, Encorestate Plans
Demo x10: Vennela Miryala, Co-founder and Chief Product Officer Mili AI
Demo x11: Rob Le Piane, Chief Product Officer, Altrata
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Amy DeTolla - Founder and CEO, Aureus Advantage
- Arnulf Hsu - CEO & Founder, GReminders
- Tom Fields - Founder/CEO, Fynancial
- Melinda Barton - Account Executive, Addepar
- Jim Hardeman - EVP, Product, Zocks
- Jud Mackrill - CEO & Cofounder, Milemarker
- Rylan Folts - Co-Founder and Head of Sales, WealthFeed
- Era Jain - Co-founder & CEO, Zeplyn
- Matt Morris - CEO, EncorEstate Plans
- Vennela Miryala - Co-founder and Chief Product Officer, Mili AI
- Rob Le Piane - Chief Product Officer, Altrata
Explore how cutting-edge technology is reshaping retirement planning, offering smarter tools to keep clients on track through both accumulation and decumulation phases. This session will cover innovations in financial planning software, AI-driven forecasting, and personalized solutions that enhance strategy, manage risk, and optimize withdrawals. Attendees will learn how to leverage these technologies to ensure steady growth, efficient income distribution, and long-term retirement security. Walk away with actionable insights to future-proof your retirement planning approach in the digital age.
- Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
- Lauren Clough - Co-Founder & CEO, bQuest
- Sheryl O'Connor - CEO & Co-Founder, IncomeConductor
- Christine Simone - Partner, Move Health
- Brodrick Lothringer - Founder & CEO, PodPony
- Joshua Wilson - PhD, CMT ®, Advisor
- Adam Dell - Founder & CEO, Domain Money