Speakers

Sallie Krawcheck

CEO and Co-Founder

Ellevest

Tom Ricketts

Executive Chairman

Chicago Cubs

Jeff Dekko

CEO

Wealth Enhancement Advisory Services

Shirl Penney

Founder

Dynasty Financial Partners

Sean Allocca

Editor in Chief

ETF.com

Eric Balchunas

Senior ETF Analyst & Funds Product Specialist

Bloomberg Intelligence

Vance Barse

Wealth Strategist and Founder

Your Dedicated Fiduciary

Toby Bochan

Managing Editor

CoinDesk

Megan Bowen

Executive Search Professional

Russell Reynolds Associates

Mark Bruno

Managing Director, Wealth Management

Informa Connect

Marguerita Cheng, CFP

Chief Executive Officer

Blue Ocean Global Wealth

Kathy Crowley

Senior Business Development Manager

Advisor Engine

John Davi

CEO & Founder

Astoria Portfolio Advisors

Devon Drew

Chief Executive Officer

DFD Partners

Rachel Elson

Wealth Advisor

Perigon Wealth Management

Shannon Eusey

CEO

Beacon Pointe Advisors

Heather Fortner

CEO

SignatureFD

Michael Gayed

Portfolio Manager

ETF ThinkTank

Aisha Hunt

Principal

Kelley Hunt PLLC

Sam Huszczo, CFP®, CFA®

Chartered Financial Analyst

SGH Wealth Management

Robert Isbitts

Co-Founder and Chief Investment Strategist

Sungarden Investment Publishing LLC

Davis Janowski

Reporter

WealthManagement.com

Michael Lane

Head of iShares U.S. Wealth Advisory

BlackRock

Peter Lazaroff

Chief Investment Officer

Plancorp

Jamal Mashburn

Business Owner, Former NBA All-Star

Allstar

Kay Lynn Mayhue

President

Merit Financial Advisors

Cory McCruden

Managing Director, Wealth and Asset Management

Ernst & Young

Robert Mooney

Managing Partner, CEO

Snowden Lane Partners

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

Elizabeth Nesvold

Managing Director, Head of Global Asset & Wealth Management Banking

Raymond James

John O'Connell

CEO & Founder

The Oasis Group

Brett Orvieto

Managing Partner

Dakota Wealth Management, LLC

Tito Pombra

Chief Compliance Officer

Main Street Research

Brian Portnoy

Founder

Shaping Wealth

Shannon Rosic

Director of WealthStack Content & Solutions

Informa Connect

Pamela Sams

Financial Advisor

Jackson Sams Wealth Strategies

Jonathan Satovsky, CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP

CEO and Chief Behavioral Coach

Satovsky Asset Management

Caleb Silver

Editor in Chief & S.V.P. Content

Investopedia

Sybil Slade

Founder

IntegriVest Wealth Advisors

Mercedes Tunstall

Partner

Cadwalader, Wickersham & Taft LLP

Tim Welsh

President, CEO & Founder

Nexus Strategy LLC

Dana Wilson

CEO

CHIP

Jackson Wood

Partner

Freedom Day Solutions