With over 20 years’ experience as a wealthtech entrepreneur, Larry Shumbres is known for transforming complex challenges into practical, results-driven solutions. As CEO of Archive Intel, he applies that approach to compliance technology, AI strategy, and regulatory innovation — championing AI that helps firms meet SEC and FINRA standards faster and more accurately, without sacrificing oversight or disrupting workflows.
An industry veteran, Larry has previously worked with eMoney, eVestment, Schwab, Morningstar, and New York Life Investments.
Haik is a visionary entrepreneur and seasoned executive in the financial technology space. His expertise centers around creating enhanced tools and platforms that enable high-net-worth individuals, family offices, advisors, and institutions to efficiently manage and grow their financial assets.
As the Founder and CEO of ARQA since November 2022, Haik has been at the forefront of pioneering AI-driven wealth management solutions. ARQA stands out in the wealthtech landscape for its innovative approach to personalizing and streamlining financial operations using artificial intelligence, making it a beacon for future wealth management practices. In addition to his role at ARQA, Haik serves as the Principal of Blackmar, a consultancy firm he established in February 2017 after leaving Addepar. Blackmar provides top-tier consulting and implementation services in analytics and performance reporting platforms, catering primarily to the asset management sector. Prior to his current ventures, Haik co-founded Kosmos (fka Blackmar Technologies), which was noted for its significant contributions to enhancing access to financial data and services before its acquisition in September 2022.
Haik’s leadership is not just recognized in business achievements but also in his contributions to the broader fintech community. He frequently shares insights on the integration of Generative AI in financial services, helping shape the discourse on future technologies in the industry.
Gary Russell is the co-founder of Helium Advisors and Helium Equity Partners with partner Howard Morin. He previously served as Director of Wealth Management at Conover Capital Management. He brings over 24 years of Wealth Management, Financial Planning, and Retirement Plan Consulting experience to our valued clients and trusted partners every day. As a recognized industry leader and frequent guest speaker on a variety of financial topics, he brings a unique approach to delivering solutions for clients. A native of Bainbridge Island, Gary now calls the Olympic Peninsula home.
As a wealth manager, Patrick works closely with a wide range of high-net-worth clients, specializing in servicing those in the medical field. He implements tailored wealth management solutions, leveraging his experience in financial planning and consulting to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other significant financial decisions. He is also responsible for developing and implementing Modera’s client experience framework, ensuring a high-touch, referable experience for all clients.
Pat has over 15 years of financial services experience. Prior to joining Modera in February 2015, he was part of both the audit and tax teams at PricewaterhouseCoopers (PwC). He began his career at a small advisory firm in Pennsylvania and was inspired to become a financial planner when helping his newly widowed grandmother take charge of her finances. He found the experience to be deeply rewarding—and life-changing.
Pat received a B.S. in finance from St. Joseph’s University and an MBA in accounting from La Salle University. He is a CERTIFIED FINANCIAL PLANNER® professional, a certified public accountant, and a member of the American Institute of Certified Public Accountants (AICPA). Pat is also active on the Board of Blue Sky Surgical, a nonprofit dedicated to organizing surgical missions.
Trisha Qualy is at the forefront of redefining how financial advisors grow, lead, and scale their businesses. At Affiliated Advisors, she drives advisor innovation and business transformation. Trisha brings strategy, structure, and creativity together to help advisors build more intentional, future-ready firms. Her work spans technology integration, marketing strategy, and organizational design, and she plays a pivotal role in identifying values-aligned professionals to join the firm’s growing national network.
In her current role, Trisha has led initiatives that have reshaped the advisor experience and fueled substantial growth across the enterprise. She created Synthesis, a next-generation advisor program designed to accelerate advisor development and unlock new levels of performance. Over the past five years, she has helped scale the firm from under $2 billion to nearly $8 billion in assets. She has also reinvigorated the advisor community through dynamic virtual think tanks, hands-on advisor and team training, and standout in-person gatherings—including a two-day annual retreat that consistently earns rave reviews from across the network. A strong believer in the power of people, Trisha partners with advisors to build high-performing teams, optimize staff roles, and scale with intention.
With nearly a decade of experience in the financial services industry, Trisha previously held a leadership role at a hybrid RIA and broker-dealer-affiliated OSJ, specializing in operations and compliance while managing advisor transitions and onboarding. Trisha grew up in Minnesota, where her entrepreneurial journey began in elementary school with neighborhood ventures such as a photography studio, popcorn sales, and a flower arrangement service. During college, she expanded her leadership and social impact experience by working with a student-led nonprofit focused on solar energy projects in Nicaragua and managing a 29-person student housing cooperative, honing her skills in sustainability, community building, and organizational management. These early experiences sparked her passion for creating meaningful value and set the tone for the innovative work she does today.
Tina Powell is a visionary marketing executive, fintech strategist, TEDx speaker, and community builder who has spent her career helping financial services firms stay ahead of the curve. As Partner and Chief of Community at Intention.ly, she leads strategic growth initiatives for fintechs, asset managers, and RIAs—amplifying brand stories and creating measurable impact through intentional, data-informed marketing.
Prior to founding C-Suite Social Media, a digital agency acquired in 2021, Tina was a Partner at Beacon Wealth Management for nine years, where she helped guide the firm through its acquisition by Mercer Advisors. She has also taught digital marketing and strategy as an Adjunct Instructor at NYU and regularly speaks at major industry events including WealthManagement.com EDGE, MarketCounsel Summit, and others. She served as a WealthManagement.com Industry Awards judge for five consecutive years.
Tina is the creator and host of In The Suite, a popular podcast celebrating the leadership journeys of women in wealth management. Her thought leadership has been featured in InvestmentNews, FA Magazine, and WealthManagement.com. A passionate advocate and Stage 4 lung cancer thriver, Tina brings authenticity, courage, and resilience to every stage and conversation.
She holds a Master’s degree from NYU in Graphic Communications Management and Technology—where she was honored with the prestigious NYU Prism Alumni Achievement Award—and a BS in Business Management, magna cum laude, from Fairleigh Dickinson University. She recently earned the Google AI Essentials Certification, reinforcing her leadership at the intersection of marketing, technology, and financial services innovation.
Eric Phillips leads the enterprise relationships team at FINNY, spearheading strategic partnerships across the financial-services and fintech ecosystem. Working across various financial services organizations, Eric has an intimate understanding of how AI and technology are transforming wealth management and advisory business models, particularly around organic growth. Eric is passionate about helping firms leverage technology, data, and partnerships to serve clients more efficiently and intelligently.
Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space.
Erica Molina joined Cambridge in 2024 and has more than 20 years of experience in financial services. In her role, she leads the Product Management Team and oversees all aspects of the firm’s product lifecycle, ensuring solutions align with the continuously evolving needs of advisors and associates. Prior to joining Cambridge, she worked in advisory and leadership roles at USAA, Charles Schwab, and Vanguard. Molina graduated from Arizona State University with an MBA and Bachelor of Arts in Communication. She is a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC), Chartered Life Underwriter® (CLU), Registered Corporate Coach™ (RCC™), and holds the Series 7, 9, 10, 24, and 66 licenses.