Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent Registered Investment Advisor (RIA) industry.

Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent RIAs. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.

Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group.

Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor’s degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado’s Leeds School of Business.

Tim holds the Certified Financial Planner, CFP® designation, served as an elected member of the Financial Planning Association’s National Board of Directors and is celebrating his 30th year in the wealth management industry.

Oleg Tishkevich is the founder and CEO of Invent, the leading cloud-native data and integration software firm in the wealth management industry. Many of the industry’s largest financial institutions supporting financial advisors as well as independent RIAs leverage the Invent platform. Known for his innovation in software design and architecture, Tishkevich and Invent has garnered several industry awards, including wealthmanagement.com’s “Disruptor of the Year” and “Innovation Platforms”. Invent has been recognized by prestigious Inc 5000 magazine as one of the fastest growing companies in US 3 years in a row.

Additionally, Tishkevich is the author of several industry articles and white papers, including the well-received article series, “Integrated Digital Ecosystems as a Service” which is rapidly becoming the go-to solution for enterprises and organizations supporting financial advisors to create their own, customized technology solutions and eliminate the challenges of technology integrations.

APrior to founding Invent, Tishkevich founded Finance Logix, a next generation financial planning software company which sold to Envestnet in 2015. Finance Logix pioneered an engaging mobile planning app Retire Logix that was named Best Money Move by Money magazine and voted number one mobile app for advisors.

ATishkevich has served as a member of the Corporate Resource Counsel of the Financial Planning Association (FPA).

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy, and next-gen talent.

Brian Portnoy, Ph.D., CFA, is an entrepreneur, writer, and expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry’s premier learning & engagement platform for human-first financial guidance. Advisors partner with Shaping Wealth to invest in their human capital and client experience. In 2024, WealthManagement.com recognized Shaping Wealth as the financial advice industry’s most disruptive firm. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth: How to Shape of Life of Money and Meaning, inspired his current venture. Brian previously worked for 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and undergraduate degree at the University of Michigan.

Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub.

As the driving force behind the esteemed T3 Advisor Conference, Bruckenstein has established it as the preeminent technology event for independent financial advisors executives from independent broker/dealers and executives from large registered investment advisory firms. The conference also welcomes fintech journalists, private equity firms, and asset managers that support the wealthtech ecosystem. Celebrating its 20th year in 2024, the conference has consistently delivered unparalleled value to its attendees.

Beyond these major conferences, Bruckenstein partners with influential thought leaders in the financial services industry, such as Brian Hamburger of MarketCounsel, to host various technology summits.

For over two decades, Bruckenstein has been advising financial service firms of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.

Bruckenstein’s contributions extend beyond consultancy. He has co-authored three notable books: “Virtual Office Tools for a High Margin Practice,” “Tools and Techniques of Practice Management,” and “Technology Tools for Today’s High Margin Practice.” Furthermore, he has served as a monthly technology columnist for esteemed publications such as Financial Advisor magazine and Financial Planning magazine.

In collaboration with industry luminary Bob Veres, the publisher of Inside Information, Bruckenstein spearheads an annual technology survey exclusively tailored for the financial planning community.

Recognizing Bruckenstein’s immense impact and leadership, he was honored with the fifth annual Leadership Award at Bob Veres’ Insider’s Forum. This prestigious conference unites the most influential figures in the financial planning profession, and Bruckenstein received the award during a prominent main stage presentation at the Insider’s Forum held on September 6-8, 2017, in Nashville, TN.

Erik has 15+ years of experience spanning wealth management, venture capital, risk management, and lending. As Associate Vice President and Wealth Advisor at Farther, the fastest-growing RIA in the country, Erik specializes in guiding entrepreneurs, professionals, and non-profits towards informed financial decisions through wealth visualization. His proven track record of success is a testament to his ability to deliver exceptional value and innovative solutions to his clients, solidifying his reputation as a trusted advisor in the financial industry.

Erik’s career began at Morgan Stanley Smith Barney, where he developed a strong foundation in wealth management. He then advanced to United Capital as a wealth advisor, playing a pivotal role in the firm’s growth and its subsequent $750 million acquisition by Goldman Sachs. Demonstrating his entrepreneurial spirit, Erik founded a venture capital firm and a global insurance & reinsurance brokerage. These ventures have equipped him with a comprehensive understanding of diverse financial landscapes and the expertise to navigate complex financial scenarios.

Erik lives in Summerlin, NV, with his wife Tamara and their twin kittens, Maverick and Mia. He has a deep interest in artificial intelligence, actively exploring and testing various AI applications in both his personal and professional life. Erik received a scholarship to play golf in college and maintains a 0.2 handicap.