Larry Steinberg is the Chief Technology Officer at Vanilla, where he leads engineering, security, and product. He has served as CTO at Spring Health, Rent the Runway, and Agilysys, and founded Engyro, acquired by Microsoft. At Vanilla, he focuses on AI-powered estate planning built for enterprise-grade security and scale.

Fernando is a Senior PM at Hazel.ai, working at the frontier of artificial intelligence in financial services. He sets the product vision and stays hands-on, building alongside leading AI engineers. Before Hazel, he co-founded two VC-backed companies — Thyme (YC S24), acquired by Altruist, and Campfire.ai, which raised $100m in funding.

Jack Barry is Senior Sales Engineer at OneVest, where he leads technical discovery with prospects to architect solutions on OneVest’s AI-native platform. He brings over a decade of experience in financial technology, including product management and sales engineering roles at Morningstar, and began his career as an investment analyst at an RIA managing over $1B in AUM. Jack specializes in translating complex technical requirements into solutions that help wealth management businesses perform at a higher level. He holds an MBA from DePaul University in Chicago.

Jen Mysliwicz is the Head of Sales at Practifi, leading growth initiatives and go-to-market strategy across the client journey. She ensures clients achieve success while staying aligned with the company’s vision and values. With more than 15 years in financial services, Jen’s background spans operations, advisory services and asset management.

Her passion for fintech grew as she saw its potential to modernize financial advice. She has worked with firms from boutique RIAs to global institutions, helping them leverage technology to enhance client service. Jen believes strong relationships and great experiences drive success in business and life.

Dr. Toby Wade is co-founder and CEO of DeepVest, the agentic front office for wealth management teams.

A statistician by training, Toby has spent more than 20 years at the intersection of investing, technology and quantitative research, building investment and AI systems across equities, futures, currencies and digital assets. His career includes serving as Head of Quantitative Research at Bank of America and Head of AI/ML at Gemini, as well as roles at hedge funds spanning alpha research, portfolio management, risk and trading strategy.

Today, he brings that experience to DeepVest, where he leads the development of AI-powered technology that helps wealth management teams analyze investments, monitor portfolios and turn complex financial data into actionable insights. His approach is grounded in the belief that language models should orchestrate the work while deterministic financial engines handle the math, combining the capabilities of AI with the rigor required for fiduciary decision-making.

Toby holds a Ph.D. in Statistics from the London School of Economics and an M.Phil. in Economics from the University of Oxford. His work has been featured in the Financial Times, Institutional Investor, CNBC and InvestmentNews.

Richard N. Hart III “Rich” is Vice President, Product at OneVest, where he leads product strategy, roadmap development, and execution to drive innovation in wealth management technology. He brings over two decades of leadership experience across financial services and fintech, including senior roles at Advisor360°, Fidelity Investments, State Street, and JPMorgan Chase.

Prior to OneVest, Rich founded Cardigan Partners, where he advised fintech firms on product strategy, client experience, and go-to-market execution, and successfully led a turnaround of a software company in the insurance sector. Throughout his career, he has built and scaled product platforms, streamlined client experiences, and led large-scale digital transformations, consistently delivering growth and measurable business impact.

Rich earned his MBA in Entrepreneurship from Babson College’s F.W. Olin Graduate School of Business and holds a Bachelor of Science in Finance from Merrimack College.

As AI takes on more of the technical work traditionally associated with financial advice, the bigger question may not be whether advisors become more efficient, but whether they become more or less essential.

What will clients actually value, and pay for, when investment management, financial planning, tax analysis and other sophisticated capabilities can increasingly be delivered through technology? Will AI put pressure on the traditional 1% AUM fee, or enable advisors to deliver a broader and more valuable client experience? Does human judgment, empathy and accountability become the new premium? And as firms race to adopt AI, will more technology actually lead to better client outcomes or simply more advice that feels less personal?

This provocative discussion will examine how AI is reshaping the advisor-client value proposition, the economics of advice and the competitive landscape and explore which advisors and firms will be best positioned to thrive as client expectations evolve.

Rron Rexha is the founder and CEO of Arca: a pioneering, AI-native wealth management company built around the advisor-client relationship and aiming to revolutionize and humanize wealth management at scale.

Before starting Arca, Rexha was a fintech product leader, spearheading product development efforts at Plaid and Cadre. 

Rexha founded Arca surrounded by the close counsel and mentorship of the foremost leaders in wealth management, including Bill McNabb of Vanguard, Jason Wenk at Altruist, Morgan Housel, the bestselling author of The Psychology of Money, and Peter Crawford of Charles Schwab, with backing from General Catalyst, Index Ventures and Venrock.

An immigrant from Kosovo, Rexha holds a BSE in Electrical and Electronics Engineering and an MSE in Systems Engineering, with minors in Mathematics and Entrepreneurship from the University of Pennsylvania.