Speakers

JC Abusaid

CEO and President

Halbert Hargrove

Matt Ackermann

Chief Brand Officer

Integrated Partners

Claire Alexander

President

Brookwood Investment Group

Nate Angelo

CEO

Composition Wealth

David Armstrong

Executive Director, Content and User Engagement

Wealth Management

Rob Arnott

Chairman

Syzygy Asset Management

Bryce Black

Director of Corporate Development

Bogart Wealth

Diana Britton

Executive Editor

Wealth Management

Melinda Brodbeck

Managing Director, Marketing and Communications

Elevation Point

Alison Burkett

Senior Partner, Executive Vice President, and Head of Enterprise Development

Snowden Lane Partners

Tom Burmeister

VP, Strategic Product Solutions

Conquest Planning

Stephen Caruso

Associate Director of Wealth Management

Cerulli Associates

Laura Combs

Executive Managing Partner, Head of Women and Wealth

Mercer Advisors

Grad Conn

CMO

Humanity Labs

Vince Curtin

Head of Mergers and Acquisitions Strategy

Modera

Maria Daley

Managing Director, Head of Advisory Success and Integrations

Perigon Wealth Management

Scott Danner

Executive Vice President & Chief Growth Officer

Steward Partners

Tim Foley

Head of AI

AdvisorEngine

Jeff Gonyo

Head of Wealth Management and Founding Partner

Steward Partners

Matt Halloran

Chief Evangelist, Financial Services

Zocks.io

Summer Hammons

Chief People Officer

Aspiriant

Torie Happe

VP Business Development

Jump

Kate Healy

CEO and Co Founder

AdvoKate IQ, LLC

Ms. Kim Kovalski

Managing Director

MarshBerry

Meredith Lambert

Head of Client Services

Catchlight

Jess Landy

Senior Strategic Lead

Ficomm Partners

Ashley Longabaugh

Principal Analyst

Celent

Jud Mackrill

CEO & Cofounder

Milemarker

Meghan McCartan

CMO

Composition Wealth

Rob Morrison

Chief Experience Officer

Savant Wealth Management

Daniel Neidermire

Account Executive

Zocks

Alex Ortolani

Sr. Reporter

Wealth Management

Brian Parker

Co-Founder and Wealth Advisor

EP Wealth Advisors

Kimberley Raimondo

Co-Founder & CEO

Brookwood Investment Group

Matt Regan

President

Wealthcare Capital Management

Jeff Richardson

Founder, CIO

Trovera Capital Management, LLC

Haley Rosa

Senior Vice President

Gregory

Cameron Rosenow

Head of Growth and a Personal Office Advisor

NorthRock

Shannon Rosic

Director of WealthStack Content & Solutions

Informa

Rob Sandrew

National Managing Director, Head of Mariner Independent

Mariner

Scott Scherr

Managing Director, Head of Product Strategy

Flyer Financial Technologies

Jon Seif

Managing Director of Digital Strategy

Perigon Wealth

Karl Simon

Co-Founder, CTO

Subatomic

John Thiel

Founder, Executive Chairman

Indivisible Partners

Erin Tyra

Director, RIA Distribution

Nationwide

Mike Wunderli

Managing Director | Head of M&A

CAPTRUST