Speakers

Tom Ricketts

Executive Chairman

Chicago Cubs & Chairman at InspereX

Sallie Krawcheck

CEO and Co-Founder

Ellevest

Michael Kitces

Chief Financial Planning Nerd

Kitces.com

Kunal Kapoor, CFA

Chief Executive Officer

Morningstar

Jasmine Jirele

President and Chief Executive Officer

Allianz Life Insurance Company of North America

Lex Sokolin

Chief Cryptoeconomics Officer

ConsenSys

Brendan Ahern

Chief Investment Officer

KraneShares

Sean Allocca

Editor in Chief

etf.com

Andrew Altfest

Founder & CEO, President

FP Alpha, Altfest Personal Wealth Management

Eric Amar

Managing Director

Focus Financial Partners

Arthur Ambarik

Chief Executive Officer

Perigon Wealth Management

Joe Anthony

President

Gregory FCA

Carolyn Armitage

President

Thrivent Advisor Network

David Armstrong

Director of Editorial Strategy & Operations, Wealth Management

Informa Connect

Eric Balchunas

Senior ETF Analyst & Funds Product Specialist

Bloomberg Intelligence

David Barnard

President & CEO

Luminary Platforms

Vance Barse

Wealth Strategist and Founder

Your Dedicated Fiduciary

Michael Batnick

Managing Partner & Director of Research

Ritholtz Wealth Management

Robert Behan

Executive Vice President, Chief Distribution Officer

Calamos Investments

Shaquille Bent

Sales Engineer

Addepar

Keith Black, Ph.D., CAIA, CFA, FDP, CDAA

Managing Director of Education

RIA Channel

David Bodamer

Editorial Director - WMRE

Informa Connect

Stephen Bodurtha

Lecturer, Investment Planning, Masters in Wealth Management Program

Columbia University

Stephanie Bogan

Founder, Chief Possibility Officer

Limitless Adviser Coaching

Rick Bookstaber

Head of Risk and Co-Founder

Fabric

Megan Bowen

Executive Search Professional

Russell Reynolds Associates

Tom Bradley

Managing Director

Schwab Advisor Services

Diana Britton

Managing Editor

WealthManagement.com,

Kyle Brown

Manager of Customer Success

Smarsh

Mark Bruno

Managing Director, Wealth Management

Informa Connect

Andrew Brzezinski

Head of Data Strategy, Business Intelligence & Analytics

Fidelity Investments

Patrick T Bulger

Financial Advisor

Summit Financial Networks

Ron Bullis

CEO

LifeWorks Advisors

Rick Buoncore

Managing Partner

MAI Capital Management

Julie Cane

CEO and Co-Founder

Democracy Investments

Bill Cannon

Head of Portfolio Management

Valkyrie

David Canter

President

Bluespring Wealth Partners

Ben Carlson

Director of Institutional Asset Management

Ritholtz Wealth Management

Candice Carlton

EVP and Head of Advisor Education

FiComm Partners

Pete Carmasino

Chief Market Strategist

Chaikin Analytics

Megan Carpenter

CEO & Co-Founder

FiComm Partners, LLC

Maria Castillo Dominguez

Lead Financial Planner

Inspired Financial

Alvin Cheung

Senior Solution Engineer

CapIntel

Marc Cohen

Executive Vice President

LPL Financial

Reed Colley

CEO

Summit Wealth Systems

Kevin Corbett

Managing Director, Corporate Development & Strategy

Mariner Wealth Advisors

Tim Coyne

Global Head of ETFs

T. Rowe Price

Lisa Crafford

Director, Head of Business Consulting

BNY Mellon | Pershing

Michael Cronan

President of ETF Insight

ETF Insight

Kathy Crowley

Senior Business Development Manager

Advisor Engine

Maria Daley, CFP

Chief Growth & Practice Leader

Choreo, LLC

Dick Darian

Founding Partner

Wise Rhino Group

Nancy Davis

Founder

Quadratic Capital Management LLC

Michael De Feo

Head of Defined Contribution Sales

Allianz

Jeff Dekko

CEO

Wealth Enhancement Advisory Services

Joseph DeNoyior

President, Retirement & Private Wealth

HUB Retirement and Wealth Management

Amy DeTolla

Chief Experience Officer

Connectus Wealth Advisers

Louis Diamond

President

Diamond Consultants

Carlos Diez

CEO

MarketGrader

Devon Drew

Chief Executive Officer

DFD Partners

Mike Durso

Chief Executive Officer

Shorehaven Wealth Partners

Steve Earner

Senior Vice President, RIA Custody

LPL Financial

Lori Eisel

President

Arcadia Financial Partners, LLC

Jeremy Eisenstein

Co-Head RIA Custody Sales

Goldman Sachs

Bob Elliott

CEO

Unlimited

Rachel Elson

Wealth Advisor

Perigon Wealth Management

Shannon Eusey

CEO

Beacon Pointe Advisors

Heather Fortner

CEO

SignatureFD

Don Friedman

President

Digital Assets Council of Financial Professionals

Deborah Fuhr

Partner & founder ETF TV

ETFGI

Gabriel Garcia

Head of RIA Client Experience, Business Development, and Strategy

SEI

Michael Gayed

Portfolio Manager

ETF ThinkTank

Nate Geraci

President

The ETF Store, Inc.

Yonhee Gordon

Chief Operating Officer, Chief Marketing Officer

JMG Financial

Johan Grahn

Head ETF Market Strategist

Allianz Investment Management LLC

Laura Gregg

Director of Practice Management and Advisor Research

Flexshares

Jeff Haller

MD, Financial Institutions Group, Investment Banking Division

Goldman Sachs

Brian Hamburger

President & CEO

MarketCounsel | HamburgerLaw

Scott Hanson

Co-Founder and Senior Partner

Allworth Financial

Megan Hausmann

Director – Advisory Success

Apex Fintech Solutions

Philipp Hecker

Co-Founder & CEO

Bento Engine

Angie Herbers

Founder & Managing Partner

Herbers & Company

Peter Hess

Chief Revenue Officer, North America

InvestCloud

Joe Higgins

Distribution Commercial Lead

ACA Group

Charlene Hill Fadirepo

CEO

Mango Digital Strategies

Adam Holt

Founder & CEO

Asset Map

Anton Honikman

CEO

MyVest

Jamie Hopkins, ESQ, CFP®, RICP®

Partner

Carson Group

Jason Hsu

Founder & CIO

Rayliant Global Advisors

Aisha Hunt

Principal

Kelley Hunt & Charles PLLC

Sam Huszczo, CFP®, CFA®

Founder & CIO

SGH Wealth Management

Robert Isbitts

Founder and Chief Investment Strategist

Sungarden Investment Publishing LLC

Davis Janowski

Senior Technology Editor & Columnist

WealthManagement.com

Nabia Jenkins-Johnston

Sr. Producer, Wealth Management

Informa Connect

Doug Johnson

Managing Director

DeVoe & Company

Mark Juelis

Senior Vice President – Financial Intermediaries

Brandywine Global, a Franklin Templeton Specialist Investment Manager

Brandon Kawal

Principal

Advisor Growth Strategies

Heather Kelly

Executive Vice President

Allianz Life

Aaron Klein

CEO

Nitrogen

Rob Koyfman

Founder, CEO

Koyfin

Timothy Kramer

CEO

CNIC Funds

Michael Lane

Head of Enterprise, U.S. Wealth Advisory, BlackRock

BlackRock

Jeremy Langlois

Chief Revenue Officer

Mirador

John Langston

Founder, Managing Partner

Republic Capital Group

Peter Lazaroff

Chief Investment Officer

Plancorp

Becky Lightman

Founder and Managing Partner

Lightman Capital

Julie Littlechild

Founder and CEO

Absolute Engagement

Patricia Lizarraga

Managing Partner

Hypatia Capital Group

Ashley Longabaugh

Principal Analyst

Celent

Vince Lorusso

Co-Founder & Portfolio Manager

Changebridge Capital

Ryan Marcus

Head of Engagement and General Manager

MarketCounsel

Jamal Mashburn

Business Owner, Former NBA All-Star

Allstar

Kay Lynn Mayhue

President

Merit Financial Advisors

Andres Mazabel

Head of Advisor Sales

Trust & Will

Cory McCruden

Managing Director, Wealth and Asset Management

Ernst & Young

Alex McDougall

CEO

Stablecorp Inc

Philip McInnis

Chief Investment Strategist

Avantis Investors

James McNerny

Managing Director, Portfolio Manager. Global Liquidity Business

J.P. Morgan Asset Management

Emily Meyer

VP, Senior Relationship Manager, Strategic Partnerships

Northern Trust Asset Management

Jacob Miller

Co-Founder

Opto Investments

Maurice Miller

Managing Partner

The Miller’s Wealth Management

John Milne

Senior Director, Product Management and Strategy

SS&C

Andree Mohr

Chief Implementation Officer

Integrated Partners

Matt Mongia

Managing Director, Private Capital

Cresset

Robert Mooney

Managing Partner, CEO

Snowden Lane Partners

Alex Morris

Founder

US Benchmark Series

Vince Morris

President

OneDigital

Dennis Morton CFP, ChFC

Co-Founder and Principal

Morton Brown Family Wealth

Habib Moudachirou

Chief Investment Officer

V-Square Quantitative Management

Cinthia Murphy

Director of Research

ETF ThinkTank

Michael Nathanson

Chair and Chief Executive Officer

The Colony Group

Ryan Neal

Technology Editor

InvestmentNews

Liz Nesvold

President

Cresset Capital

Marc Nichols, CIMA® WMCP®

Product Director

Arbor Digital

Arne Noack

Head of Systematic Investment Solutions, Americas

DWS

John Norris

Director of Private Wealth

CrowdStreet Advisors, LLC

Derek Notman

Founder

Couplr

John O'Connell

CEO & Founder

The Oasis Group

Gregory O'Gara

Lead Analyst, Wealth Management

Javelin Strategy & Research

Matt Ohme CFP®, CIMA®, CLU

Senior Vice President

Allianz Life

Luke Oliver

Managing Director, Head of Climate Investments; Head of Strategy

KraneShares

Brett Orvieto

Managing Director

Dakota Wealth Management, LLC

Peyman Pardis

Head of Wealth Management

Deloitte

Nimesh Patel

CTO

Carson Group

Scott Peng

CIO

Advocate Capital Management

Shirl Penney

Founder

Dynasty Financial Partners

Jason Pereira

Partner, Senior Financial Planner and Portfolio Manager

Woodgate Financial Inc.

Penny Phillips

President & Co-Founder

Journey Strategic Wealth

Eric Poirier

CEO

Addepar

Tito Pombra

Founder & President

Adviser Compliance Consulting

Brian Portnoy

Founder

Shaping Wealth

Amy Pugh

Practice Management Consultant

Raymond James Financial

Mike Purcell

Director of Sales and Business Development

Canoe

Maria Quinn

Senior Advice Strategist

Vanguard

Govinda Quish

CEO and Co-Founder

Fabric

Leon Rabin

Head of Technology Services

Park Avenue Securities

Amanda Rebello

Head of Xtrackers Sales-US Onshore

DWS

Craig Reid

President

MMA Securities LLC

Meghan Richter

Co-Founder

Intention.ly

Michelle Richter-Gordon

Co-Founder

Annuity Research & Consulting

Anthony Rochte

Managing Director and Global Head of Exchange-Traded Funds

Morgan Stanley Investment Management

Fran Rodilosso

Head of Fixed Income ETF Portfolio Management

VanEck

Shannon Rosic

Head of Content and Solutions, WealthStack

Informa Connect

Jennica Ross

Head of US ETF Sales and Portfolio Trading

Susquehanna International Group, LLP

Tyrone Ross Jr.

CEO & Cofounder of Turnqey Labs

Principal of 401 Financial

Sumit Roy

Senior ETF Analyst

etf.com

Samantha Russell

Chief Evangelist

FMG Suite

Pamela Sams

Financial Advisor

Jackson Sams Wealth Strategies

Paul Santoro

Head of ETF Sales

Capital Group

Malik Sarwar

Senior Partner

Global Leader Group

Jonathan Satovsky

CEO and Chief Behavioral Coach

Satovsky Asset Management

David J. Scranton, CLU, ChFC, CFP, CFA, MSFS

CEO

Sound Income Group

Ruth Shaber

President, Tara Health Foundation & Author

The XX Edge

Caleb Silver

Editor in Chief & S.V.P. Content

Investopedia

Liz Simmie

Co-Founder

Honeytree Investment Management

Ainslie Simmonds

President, Pershing X

BNY Mellon | Pershing

Cooper Sinclair

RIA Distribution Strategy

Sammons Financial

Suzanne Siracuse

CEO and Founder

Suzanne Siracuse Consulting Services

Shana Sissel

Chief Executive Officer

Banríon Capital Management

Russell Skibicki

CFP®, CEPA® Senior Consultant Succession & Acquisition Planning

Raymond James Financial

Sibyl Slade

Founder

IntegriVest Wealth Advisors

Paul Stamoulis

President

Worth Media Group

Andrew Stewart

Partner, Chief Investment Officer

Exchange Capital Management, Inc.

Anthony Stich

CRO

Entrustody Inc

Katie Stockton

Founder & Managing Partner

Fairlead Strategies

Leslie Y. Tabor

Director Advisor Services Business Consulting & Education

Charles Schwab & Co. Inc.

Martin Tarlie

Nebo Product Lead

Nebo by GMO

Sandra Testani

VP, ETF Product & Strategy,

americancentury.com

Oleg Tishkevish

Founder & CEO

Invent

Phillip Toews

CEO

Toews Agility Shares

Mercedes Tunstall

Partner

Cadwalader, Wickersham & Taft LLP

Aniket Ullal

Product & Business Unit Head, ETF Data & Analytics

CFRA Research

Jon Upham, MA, AIF

Principal

SageView Advisory Group

Naz Vahid

Managing Director and Global Head-Wealth at Work

Citi

Kyle Van Pelt

CEO

Milemarker

Scott Victoria

COO

TradePMR

Christopher Volpe

Director

Wealth Management Solutions

Christine Waldron

Chief Product Officer-Wealth Management & Investment Services

U.S. Bank

Joseph Walker

CEO

Bradley Foster & Sargent

Dan Weiskopf

Portfolio Manager

Tidal Financial Group

Aaron Wells, CVA

Director of Valuations

FP Transitions

Tim Welsh

Strategic Consultant

Laserfiche

Tim Welsh

President

Nexus Strategy

Burt White

Managing Partner, Chief Strategy Officer

Carson Group

Rhys Williams CPWA

Senior Wealth Advisor

Dakota Wealth Management

Dana Wilson

CEO

CHIP

Mike Wunderli

Managing Director

ECHELON Partners

Brandon Yeo

Director of Product

AiLA Indices

Marwa Zakarhia

CEO

AssetBook

Rafael Zayas

Senior Vice President, Head of Portfolio Management & Trading

Vident

Liang Zhao

Founder & CEO

VANSARY

Dan Ziznewski

Principal

Homrich Berg