Speakers

Nouriel Roubini

Professor of Economics New York University’s Stern School of Business and CEO

Roubini Macro Associates, LLC

Eli Manning

Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP at Sportsman

Formerly New York Giants

Archie Manning

Former NFL Pro Quarterback

Formerly New Orleans Saints

Rianka Dorsainvil

Co-Founder and Co-CEO

2050 Wealth Partners

Joe Duran

Head of Goldman Sachs Personal Financial Management

Goldman Sachs

Ric Edelman

Founder

Digital Assets Council of Financial Professionals

Shannon Eusey

CEO

Beacon Pointe Advisors

Heather Fortner

CEO

SignatureFD

Michael Kitces

Chief Financial Planning Nerd

Kitces.com

Robert Shiller

American economist, best-selling author and Sterling Professor of Economics, Professor of Finance, and Fellow at the International Center for Finance

Yale University

Rosie Rios

43rd Treasurer of the United States and CEO

Red River Associates

Julie Abbett

ETF Sales

J.P. Morgan Chase & Co

Ray Adams

Division Director, RIA & Custody Services (RCS)

Raymond James

Sean Allocca

Editor in Chief

ETF.com

Andrew Altfest

President

Altfest Personal Wealth Management

Madalyn Armijo

Director of Account Management

Vise

Carolyn Armitage

Head of Thrivent Advisor Network (TAN)

Thrivent Advisor Network

David Armstrong

Editor-in-chief and Executive Director of Content

Wealthmanagement.com

Vib Arya

Chief Operating Officer

Shufro Rose

Eric Balchunas

Senior ETF Analyst

Bloomberg

Vance Barse, CPWA®, AIF®,

Wealth Strategist and Founder

Your Dedicated Fiduciary®

Fred Barstein

Founder & CEO

TRAU, TPSU, & 401kTV

Jonathan Bauman CFA

Vice President, Senior Client Portfolio Manager

American Century Investments

Laurence Black

Founder

The Index Standard

Adam Blumberg, CFP

Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor

Interaxis

Toby Bochan

Managing Editor

CoinDesk

Diana Britton

Managing Editor

WealthManagement.com

Reggie Browne

Principal

GTS

Mark Bruno

Managing Director, Wealth Management

Informa Connect

Frank Bub

Senior Director, Distribution Consulting

Captrust

Brad Bueermann

CEO

FPTransitions

Ron Bullis

Co-Founder & President

Lifeworks Advisors

Robert Bush

Senior Research Analyst Thought Leadership

DWS

Diana Cabrices

Vice President of Enterprise Development

Snappy Kraken

Candice Carlton

Executive Vice President and leads Advisor Education business

FiComm Partners

Megan Carpenter

CEO & Co-Founder

FiComm Partners, LLC

Christine Cataldo

Chief Technology & Digital Officer

Mercer Advisors

Marguerita Cheng, CFP

CEO

Blue Ocean Global Wealth

Craig Cintron

Head of Consulting, RIA Custody

Goldman Sachs

Eric Clarke

CEO and Founder

Orion Advisor Solutions

Reed Colley

CEO

Summit

Michael Contopoulos

Director of Fixed Income

Richard Bernstein Advisors

Zach Conway

Founder & CEO

Seeds Investor

Caitlin Cook

Head of Community and VP of Operations

Onramp Academy

Steve Cook

Managing Director, ETFs

Harbor Capital Advisors, Inc.

Hernando Cortina

Head of Index Strategy

ISS ESG

Lisa Crafford

Director, Head of Business Consulting

Pershing

Daniel Crosby

Chief Behavioral Officer

Orion Advisor Technology

Ben Cruikshank

Head of Flourish

Flourish

Sohail Dadani

Director, Solution Engineering

Mulesoft

Yasmin Dahya Bilger

Head of ETFs

Engine No. 1.

Allen Darby

CEO

Alaris Acquisitions, LLC

John Davi

Founder & Chief Investment Officer

Astoria Portfolio Advisors

Chris Davis

Chairman

Davis Advisors

Cameron Dawson, CFA

Chief Investment Officer

NewEdge Wealth

Jillian DelSignore

Head of Advisor Sales & ETFs

FLX Networks

David DeVoe

CEO and Founder

DeVoe & Company

Carina Diamond

Chief Experience Officer, Managing Partner

Dakota Wealth Management

Jim Dickson

Founder and CEO

Sanctuary Wealth

Ryan Donovan

Senior Vice President

Orion Advisor Technology

Steve Earner

Head of RIA Platform

LPL Financial

Nick Eatock

CEO

intelliflo

Jane Edmondson

Co-Founder and CEO

EQM Indexes

Rachel Elson

Wealth Advisor

Perigon Wealth

Kim Escue

CFO & Senior Portfolio Manager

Stringer Asset Management

Bart Farinholt

Director of Corporate Strategy

Riverfront Investment Group

Dani Fava

Head of Strategic Development

Envestnet

Chris Field

Chief Growth Officer

Holistiplan

James Fisher

Vice President of Mergers & Acquisitions

FP Transitions

Amy Flourry

Director of Operations

Rehmann Financial

Greg Friedman

Chief Strategy Officer

Wealthspire Advisors

Emma Friend

Head of Marketing

Capital Group ETFs

Doug Fritz

Founder

F2 Strategy

Deborah Fuhr

Managing Partner & Founder, ETFGI

Partner & founder ETF TV

John Furey

Managing Partner

Advisor Growth Strategies

Teddy Fusaro

President

Bitwise

James Gardiner

Co-Founder & COO

Advisor Services Exchange (ASx)

Nate Geraci

President

The ETF Store and Host, ETF Prime

Megan Gorman

Founder & Managing Partner

Chequers Financial Management

Adam Green

Chief Executive Officer

YieldX

Jeff Haines

Enterprise Architect

Thrivent Advisor Network

Jeff Haller

MD, Financial Institutions Group, Investment Banking Division

Goldman Sachs

Lori Hardwick

Board Director, Genstar Capital, Cetera

Orion & Vestwell

Rafia Hasan

Chief Investment Officer

Wipfli Financial Advisors

Todd Hedtke

Chief Investment Officer

Allianz

Angie Herbers

Founder & Chief Executive

Herbers & Co.

Pete Hess

President, Mid Markets

InvestCloud

Tim Holland

Chief Investment Officer

Orion Advisor Solutions

Jamie Hopkins

Managing Partner of Wealth Solutions

Carson Group

Philip Huber, CFP®, CFA®

Chief Investment Officer

Savant Wealth Management

Jonathan Hudacko

Principal, Personalized Indexing Financial Advisor Services

Vanguard

Joel Hurst

Senior Vice President of Business Development

Orion Advisor Technology

Sam Huszczo, CFP®, CFA®

Founder

SGH Wealth Management

Patrick Ikhifa

Strategic CA

Mulesoft

Robert Isbitts

Co-Founder and Chief Investment Strategist

Sungarden Investment Publishing LLC

Roxanna Islam

Associate Director of Research

VettaFi

Ryan Issakainen

Senior Vice President and Exchange-Traded Fund Strategist

First Trust

Davis Janowski

Senior Technology Editor

WealthManagement.com

Taylor Jobe

Founder + Options Evangelist

Harvest – Options Tools for Financial Advisors

Adrian Johnstone

President and Co-Founder

Practifi

Melissa Joy

Founder

Pearl Planning

Brandon Kawal

Principal

Advisor Growth Strategies

Bill Kelly

CEO

CAIA

Heather Kelly

SVP, Head of Advisory & Strategic Accounts

Allianz Life

Chris King

CEO

Eaglebrook

Dodd Kittsley

National Director

Davis Advisors

Lorie Konish

Personal Finance Reporter

CNBC

Venu Krishnamurthy

Co-head of the Aladdin Wealth Tech

BlackRock Solutions

Samuel Lau

Fixed Income Asset Allocation Specialist and Portfolio Manager

DoubleLine Capital

David LaValle

Senior Managing Director, Global Head of ETFs

Grayscale Investments

Roberto Lazzarotto

CEO

Yewno

Brian Leitner, CFP®, ChFC®

Head of Mariner Platform Solutions

Mariner Platform Solutions

Martine Lellis

Chief Talent and Administrative Officer

Mercer Advisors

Matt Lewis

VP, Head of ETF Implementation & Capital Markets

American Century Investments

Sharon Liebowitz

Senior Director, Innovation & Strategy

S&P Dow Jones Indices

Julie Littlechild

Founder & CEO

Absolute Engagement

Richard Lofgren

MD, Head of RIA Sales Central Region

Goldman Sachs

Sonya Lutter

Director of Institutional Research and Education

Herbers & Co.

Jud Mackrill

CEO & Cofounder

Milemarker

Jon Mauney

Lead for Betterment for Advisors

Betterment

Kay Lynn Mayhue

President

Merit Financial Advisors

Matt McCall

Lead Analyst

Stansberry Research

Meghan McCartan

Managing Director, Head of Marketing

Hightower Advisors

Crystal McClenthen, CFA

Head Of Product Strategy, Funds And Managed Accounts

FlexShares Exchange Traded Funds Group

Ryan McCormack

Senior Factor & Core Equity Strategist

Invesco QQQ

James McNerny

Managing Director, Portfolio Manager. Global Liquidity Business

JPMChase

Runik Mehrotra

President and Chief Investment Officer

Vise

Abby Miller Levy

Co-Founder & Managing Partner

Primetime Partners

Kelsey Mowrey

President

Motley Fool Asset Management

Alex Murguia

Managing Principal

McLean Asset Management

Vinay Nair

Founder, Chairman, and CEO

TIFIN

Jackie Noblett

Senior Reporter, Ignites, Producer

ETF Insider, Financial Advisor IQ

Peter Nolan

Director of Strategic Accounts

Pontera

Brandon Odell

Partner

The Ensemble Practice LLC

Bob Oros

CEO

Hightower

Brett Orvieto

Managing Director

Dakota Wealth

Mark Paulson

Vice President, Hedge Business Development

Allianz Investment Management

Jay Pelosky

Co Founder & Chief Investment Officer

TPW Advisory

Robert Pettman

EVP

LPL Financial

Penny Phillips

President & Co-Founder

Journey Strategic Wealth

Kenneth Polcari

Founder and Managing Partner

Kace Capital Advisors

Khushal Pushtoonyar

Head of Product Management

Emotomy

Chris Quandt

Success Enablement Manager

Riskalyze

Joseph Raieta

Partner, Managing Director, and Head of Investment Solutions

Snowden Lane Partners

Ron Reddell

President

DoubleLine Capital

Patrick Reed

Co-Founder and CEO

YourStake.org

Matt Regan

President

WealthCare

Craig Reid

President

MMA Securities LLC

Rob Reina

Americas Head of Investable Product Strategy

Qontigo

Cullen Roche

Founder and CIO

Discipline Funds

Kathryn Rooney

Head of Global Macro Research and Chief Investment Strategist

Bulltick Capital

Michael Rose

Managing Partner

Rose Capital Advisors

Todd Rosenbluth

Head of Research

VettaFi

Shannon Rosic

VP of Marketing

Flyer Financial Technologies

Robert Schein

Managing Director, Partner & CIO,

Blanke Schein Wealth Management

Dan Seivert

CEO and Founder

ECHELON Partners

Jeffrey Sherman

Deputy Chief Investment Officer

DoubleLine

Adam Shoffner

Director and Fund Chief Compliance Officer

Foreside

Caleb Silver

Editor-in-Chief

Investopedia

Akshay Singh

President and CEO

Indyfin

Suzanne Siracuse

Founder and CEO

Suzanne Siracuse Consulting, LLC

Shana Sissel

Director of Investments

Cope Corrales

Steve Skancke, PhD

Chief Economic Advisor

Keel Point

Robert Sofia

CEO

Snappy Kraken

Bruno Sousa

Head of Global Expansion and Interim Head of U.S.

Hashdex

Laton Spahr, CFA

President

SS&C ALPS Advisors

Mo Sparks

Director, Exchange Traded Products

New York Stock Exchange

Jeannette Spaulding

CEO

Inveniam Asset Management

Gavin Spitzner

President

Wealth Consulting Partners

Shannon Spotswood

President

RFG Advisory

Reid Steadman

Managing Director, Global Head of ESG & Innovation

S&P Dow Jones Indices

Carin Stimolo

VP, Client Experience

Fidelity ESG ProSM

Avita Sukhram

Director, Product Management

FTSE Russell

Jack Swift

President and CRO

TIFIN

George Tamer

Head of Sales

Advisor Engine

Jason Tauber, CFA

Managing Director

Neuberger Berman

Katherine Taylor

Managing Director

First Eagle Investments

Adam Teufel

Partner

Dechert

Lori Tiernan

Chief Strategy Officer

Valkyrie Investments

D.J. Tierney

Senior Client Portfolio Strategist

Schwab Asset Management

Perth Tolle

Founder of Life + Liberty Indexes

Life + Liberty Indexes

William Trout

Director of Wealth Management

Javelin Strategy & Research

Jan Van Eck

President, Chief Executive Officer, and Owner

Van Eck Associates Corporation

Samir Vasavada

Chief Executive Officer

Vise

Pavel Vaynshtok

Managing Director, Global Head of Strategy Indices

S&P Dow Jones Indices

Joshua Weinberg

Senior Special Counsel

SEC

Brent Weiss

Co- Founder

Facet Wealth

Molly Weiss

Head of Product

Envestnet Wealth

Tim Welsh

President, CEO & Founder

Nexus Strategy LLC

Tom Westhoff

VP Global sales

Practifi

Maureen Wilke

President

Wilke and Associates, Inc.

Shane Williams

Chief Technology Officer

CAIS

Eric Woo CFA

Co-founder

Revere

Jackson Wood

Portfolio Manager

Freedom Day Solutions

Catherine Yoshimoto

Director, Product Management

FTSE Russell