The pace of AI innovation is relentless, leaving many wealth management leaders struggling to separate the hype from what truly delivers value today—and what could fundamentally transform the industry tomorrow. In this session, industry expert Amy Young will share insights from her unique vantage point at the intersection of cutting-edge LLMs, agent-building tools, and real-world applications across financial services. You’ll gain a practical framework to evaluate emerging technologies, identify where AI is already reshaping advisor workflows and client engagement, and anticipate where the next wave of disruption is headed. Walk away with the clarity and confidence to make smarter AI investments that position your firm to get—and stay—ahead.

Daniel Yoo is the founder and CEO of FinMate AI, a custom Agentic AI development platform automating back office work as well as an AI Notetaker specifically designed for financial advisors. With a unique combination of financial advisory experience and technical expertise, Daniel spent seven years as a financial advisor at major firms, includingEquitable, TD Ameritrade, and Schwab, where he oversaw $800 million in client assets as a Senior Advisor. His educational background includes two bachelor’s degrees from UCBerkeley (Economics and Molecular Cell Biology with a specialization inDevelopmental Genetics) and a Master of Science from Johns Hopkins in Applied Economics, focusing on machine learning and AI for asset price predictions.After his advisory career, Daniel spent time in the fintech space before founding FinMate AI in May 2023. He continues to maintain his FINRA series licenses through FINRA’s MQP program and holds L&H and P&C insurance licenses.

Joe Wesolaski is a Managing Director at Zocks with over 25 years of experience helping large enterprise firms navigate disruptive technology solutions through their journey of digital transformation. With experience in both wealth management and on the institutional side, Joe brings a pragmatic approach to enterprise transformation, serving as a trusted advisor to his clients and partners as they seek to fulfill their growth and innovation objectives.

His earlier experience includes over 15 years of leadership positions at leading financial technology firms such as Vanilla, Investcloud, Bloomberg, Charles River Development and prior capital markets experience at Goldman Sachs.

Joe received a BS degree in Finance from Boston College and an MBA from The Haas School of Business at UC Berkeley.

Ramesh is responsible for leading the technology team, making strategic decisions, driving innovation, and thought leadership to elevate Carson’s technology infrastructure. Ramesh is a seasoned engineering leader with a track record for turning big ideas into real, impactful software solutions. He’s passionate about aligning business and technology to drive results that matter. A hands-on leader, mentor, and coach, Ramesh has led enterprise-wide implementations under tight deadlines and knows how to get things done. With deep experience in digital transformation, global tech strategy, enterprise architecture, and business development, he brings a unique blend of vision and execution. Ramesh is also a multiple software patent holder and has co-founded and held CTO/COO roles at several private startups.

Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur, award-winning advisor, author, and mental health advocate.

Larry is reshaping personal finance by inspiring joyFUL conversations around money.

He founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families they serve. The Mitlin name illustrates their culture as the firm is named in memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. At Mitlin Financial, our mission is to help those we serve experience JOY in your journey while creating a clear path toward their vision of tomorrow.

Larry is the author of the bestselling book “Financial Planning Made Personal” and the host of the Mitlin Money Mindset®, a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”

Larry is a Founding Member of the Investopedia Advisor Council and appears often in the media.

Larry, alongside his wife Denise, has raised over $1.8 million for the American Foundation for Suicide Prevention through the Keith Milano Memorial Fund, highlighting their deep commitment to mental health awareness.

Larry’s commitment to his wife and two sons is at the core of who he is. A passionate hockey fan, Larry still laces up, often for charity games.

Sam Sova is the Co-Founder and CEO of Subatomic, an AI-Agent platform that helps enterprises deploy “AI Co-Workers” to solve their toughest business challenges. With more than 20 years of experience in marketing, strategy, and technology, Sam has built Subatomic to integrate AI directly into the systems teams already use — delivering measurable ROI and eliminating the adoption challenges of traditional SaaS tools.

Subatomic has partnered with leading firms across wealth management, manufacturing, and legal to transform workflows such as client-meeting preparation, contract review, and operational analysis.

A passionate advocate for human + AI collaboration, Sam speaks about the future of work, the shift from “tools” to embedded intelligent agents, and the business impact of AI that actually works — secure, scalable, and built around existing workflows.

Sam has held leadership roles at Fiserv, TIAA, AT&T, Johnson Controls, Con Edison and Soluna.

Babu is an enthusiastic serial entrepreneur with extensive public company experience and a strong engineering background. He co-founded JIFFY.ai in 2018, which received Series-A funding in 2020 and Series-B investment in 2022.

Earlier, as a Co-founder and Group President of Envestnet (NYSE: ENV), he dedicated 20 years to building the company, taking on various leadership roles in products, engineering, and business functions. Prior to Envestnet, he was the co-founding CTO of Stamps.com (Nasdaq: STMP).

Babu contributes to public service as a member of the Digital IT Committee set up by the state of Kerala, India, which provides IT direction to the state government. He is also an active angel investor and mentor, supporting several start-up companies in Silicon Valley and India.