Speakers

How do we choose the speakers at EDGE? Naturally we start with industry leaders – but we don’t stop there. Yes, we want people who think big, but we also look for a track record of changing organizations, culture, and wealth management itself. As a result, you get a rare chance to share the insights and experiences of a very special group of trailblazing individuals.

Alex Smith

Former NFL Player and Analyst

ESPN

David Abner

Head of Global ETFs and Funds

Northern Trust Asset Management

JC Abusaid

CEO and President

Halbert Hargrove

Dave Alison

Founder and CEO

Alison Wealth Advisors

David Armstrong

Executive Director, Content and User Engagement

Wealthmanagement.com

Robb Baldwin

President & CEO

TradePMR

Fred Barstein

Founder & CEO

TRAU, TPSU, & 401kTV

Manoj Bhargava

Founder and Chief Executive Officer

Innovation Ventures, LLC

David Bodamer

Executive Director

WealthManagement.com

Kate Boucher

MD, US Head of Wealth Management Alternatives

Goldman Sachs Asset Management

Brent Brodeski

CEO

Savant Wealth

Cary Carbonaro

Managing Wealth Advisor, Woman and Wealth Ambassador

Ashton Thomas Private Wealth

Brent Coggins

Chief Investment Officer

Triad Wealth Partners

Adam Cohen

Head of Operational Due Diligence

Cerity Partners

Kyle DaCruz

Director, Digital Assets Product

VanEck

John Davi

CEO & Founder

Astoria Portfolio Advisors

Cameron Dawson

Chief Investment Officer

NewEdge Wealth

Amy DeTolla

Founder and CEO

Aureus Advantage

Carina, MBA, CFP, AIF Diamond

Chief Executive Officer

Gries Financial Partners

Jim Dickson

Founding Partner and CEO

Elevation Point

Joe Duran

Executive Managing Partner

Rise Growth Partners

Ms Chelsea Ganey

Chief Strategy Officer

Moran Wealth Management

Michael Gayed

Founder

Lead-Lag Media

Nate Geraci

President

The ETF Store, Inc.

Jeff Gitterman

CEO & Partner

Gitterman Wealth Management / Gitterman Asset Management

Mr Jim Gold

Chief Executive Officer

Steward Partners

Mohan Gurupackiam

Chief Information Officer

Steward Partners

Henry Hagenbuch

Senior Managing Director, Mergers and Acquisitions

Lido Advisors

Matt Harris

Head of Wealth Management Consulting, North America

Alpha FMC

Rafia Hasan

Chief Investment Officer

Perigon Wealth Management

Philip Herzberg, CFP, CDFA, CTFA, AEP, MSF

Lead Financial Advisor

Team Hewins

Darren Hinshaw

Director of Research

NBC Securities

Jamie Hopkins

Chief Wealth Officer

Bryn Mawr Trust

Sam Huszczo, CFP®, CFA®

Chartered Financial Analyst

SGH Wealth Management

Jennifer Hutchins

Co-Chief Investment Officer

Avantax Wealth Management

Zach Ivey

Chief Investment Officer

Savant Wealth

Davis Janowski

Reporter

WealthManagement.com

Farhad Karim

Global Chief Operating Officer, Private Wealth Solutions

Blackstone

Michael Kitces

Chief Financial Planning Nerd

Kitces.com

Stephen Kolano

Chief Investment Officer

Integrated Partners

Ms Jooliana Krummel

Director of Strategic Partnerships

Merit Financial Advisors

Mike LaMena

Chief Executive Officer

Wealthspire

Peter Lazaroff

Chief Investment Officer

Plancorp

Becky Lightman

Investment Advisor

Lightman Capital

Luke Lloyd

Senior Wealth Advisor & Investment Strategist

Strategic Wealth Partners

Adam Mastrelli

Founder

57 Maiden

Kay Lynn Mayhue, CFP®, AEP®, RFC®

President

Merit Financial Advisors

Rob Mooney

CEO

Snowden Lane Partners

Derek Notman

Founder and CEO

Couplr AI

Brett Orvieto

Managing Partner

Dakota Wealth Management, LLC

Jason Pereira, CFP

Senior Partner and Financial Planner

Woodgate Financial

Deshawn Perterson, CFP, AIF

Vice President, Advisor Relations

PPB Capital Partners

Gary Quinzel

Vice President, Portfolio Consulting

Wealth Enhancement Advisory Services

Steve Quirk

Chief Brokerage Officer

Robinhood

Haley Rosa

Vice President

Gregory FCA

Shannon Rosic

Director of WealthStack Content & Solutions

Informa Connect

Casey Rybeck

Senior Account Executive

Gregory FCA

Benjamin Sayer

MD, Alternative Investments Group Head

MAI Capital Management

Jonathan Shelon

COO

KraneShares

Suzanne Siracuse

CEO

Suzanne Siracuse Consulting Services, LLC

Shannon Spotswood

President

RFG Advisory

Eric Sterner

Chief Investment Officer

Apollon Wealth

Andrew Stewart

Partner, Chief Investment Officer

Exchange Capital Management, Inc.

Paige Sullivan

Account Supervisor

Gregory FCA

Bonnie Treichel JD

Chief Solutions Officer

Endeavor Retirement

Lieutenant General (Ret.) Rick Waddell

Academy Geopolitical Intelligence Group Member

Academy Asset Management

Tim Welsh

President, CEO & Founder

Nexus Strategy LLC

Ms Tarah Williams

President & COO

Prospera Financial Services

Orian Williams, JD,LL.M, CFP®

Managing Director, RIA Channel

Pacific Life