Stephen Marshall, CFA is the Chief Product Officer at Aidentified, where he leads the company’s overall product vision and strategy. With more than 25 years of experience in financial services, Steve has held leadership roles spanning data & analytics, digital transformation, software development, and investment management. Before joining Aidentified, he held senior positions at BNY Mellon and State Street Corp. Steve received a BS degree in Communications from Boston University and an MBA from The F.W. Olin Graduate School of Business at Babson College.
Stefan is the Chief Technology Officer and a Partner in the New York office. He is responsible for the ongoing development and supervision of the firm’s technology platform. He leads the firm’s Data Engineering, Software Development, Cybersecurity, and IT Infrastructure teams. Stefan serves as a member of the firm’s Leadership Team, Cybersecurity & Risk Steering Committee, and Cyber Response Team.
Prior to joining Cerity Partners, Stefan was the Director of Technology at GM Advisory Group, a Registered Investment Advisor in New York. Before GM Advisory Group, he was the Vice President of Technology at Dynasty Financial Partners, where he managed a team that worked with over 40 RIA’s across the US in leveraging technology to scale their businesses.
Meredith Lambert is the Head of Design & Customer Success at Catchlight, where she leads the end-to-end client experience for a growing base of financial advisors and marketing teams. In this role, Meredith manages the design, consulting, enablement, and best practices functions to ensure clients use Catchlight’s data, technology, and strategic thinking to grow their practices organically.
Before her current role, Meredith held multiple senior experience and product design leadership positions at Fidelity Investments. These roles built on her strong foundation in user experience, product design, and digital transformation.
Earlier in her career, Meredith worked across several agencies and sectors on digital experience and product design—at firms such as SapientRazorfish, SapientNitro, and others—where she helped companies in financial services, telecom, and consumer industries reimagine how users interact with their products and services. Her portfolio includes work with clients like TD Bank, Lloyds Bank, Xfinity, Total Wine & More, and T-Mobile.
Meredith holds a Bachelor of Fine Arts in Graphic Design from Massachusetts College of Art and Design, and participated in the US Department of State Fusion Arts Exchange Program at the Rhode Island School of Design. She is based in Boston.
Zane Keller, brings a modern approach to wealth management and business strategy. Prior to launching Ducere Wealth, Zane grew a number of teams and initiatives in the financial services, consulting, and technology industries. Zane leads the firm’s strategy and operations, focused on delivering innovative approaches to better serve clients.
Zane has completed the Blackrock RIA Leadership Lab and is currently involved in the Schwab Executive Leadership Program. He has served on the advisory board of several wealth management fintech firms and currently serves on the JP Morgan RIA Advisory Council.
Outside of work, Zane is a proud alumni of Seton Hall University, where he continues to serve as an instructor for the Professional Foundations course through the Leadership Development Honors Program with the Stillman School of Business. Zane completed a Business Analytics program through the University of Pennsylvania Wharton School, and six business and technology programs from the University of California. Aside from being a Certified Financial Planner™, Zane is also a devout husband, son, and friend.
Jeremi Karnell is Chief Product Officer at VastAdvisor, the AI-powered organic growth OS for wealth management firms, where he leads product strategy, platform architecture, and the development of VastAdvisor IQ — the platform’s core intelligence layer. He has spent his career at the intersection of financial services, decision intelligence, and applied AI. Jeremi co-founded and served as CEO of Truelytics, the advisor intelligence platform acquired by Envestnet in 2022. At Envestnet, he served as Head of Data and Analytics, building the firm’s decision intelligence practice and launching enterprise AI products — including Generative Business Intelligence and Insights AI — that turned advisor data into actionable opportunities across thousands of workflows. At VastAdvisor, he’s focused on the industry’s most neglected problem: wealth management has spent decades building infrastructure to manage assets, and almost none to grow them.
Dr. Jordan Hutchison is a growth-oriented thought leader in the financial industry, consistently at the forefront of innovation. After earning a Bachelor of Science in Psychology and General Business from the University of Montevallo, he discovered his passion for finance, subsequently obtaining a Master’s in Financial Planning & Counseling from the University of Alabama. He began his career as a financial advisor, focusing on the behavioral side of finance, and later pursued a Doctorate in Behavioral Finance, specializing in positive psychology and financial planners.
In 2018, Jordan transitioned from financial advising to FinTech, helping startups create innovative solutions for advisors and their clients. He has contributed significantly to companies like SignatureFD, Monstro.AI, XY Planning Network, and Shaping Wealth, by managing enterprise relationships, assembling wealth technology platforms, leading sales, and coaching advisors. His expertise now drives his role as VP of Technology and Operations at RFG Advisory, where he works on enhancing technology and strategies to improve client and advisor experiences.
Additionally, Jordan is an adjunct professor at Kaplan’s College for Financial Planning, teaching courses in Behavioral Finance and Psychology of Financial Planning. Outside of work, he enjoys spending time with his wife Leslie and their two children, Roman and Sabina, as well as reading, watching sports, and continuing his education. A basketball enthusiast, his favorite teams are the Duke Blue Devils and the Boston Celtics.
Liam Hanlon is Head of Insights at Jump, the AI Meeting Assistant for Advisors. He leads the team that analyzes over one million advisor-client conversations annually to extract behavioral and predictive insights that drive advisor performance, client outcomes, and firm strategy. Liam translates conversation patterns into actionable intelligence and partners closely with product and design to embed insights directly into the Jump advisor experience.
Prior to Jump, Liam spent seven years at EY in the Wealth and Asset Management Business Consulting practice, where he focused on designing and conducting experiments on financial products and services to improve key business outcomes.
Max Golden is the Sales Director at FP Alpha, where he collaborates with top RIA firms to transform and elevate their planning processes through cutting-edge, tech-enabled solutions. With years of experience spanning asset management, insurance, and fintech, Max is known for his strategic leadership and ability to deliver results at the crossroads of innovation, relationship-building, and practical execution.
Prior to joining FP Alpha, Max held senior sales positions with Hartford Funds and Lincoln Financial Distributors, where he played a pivotal role in launching new products, expanding distribution channels, and growing advisor engagement from the ground up. Max excels at helping advisors adopt modern planning platforms—consistently driving adoption, education, and long-term value.
Angela Giombetti is the Chief Marketing Officer at Wealthspire Advisors and has dedicated her 20+ year career to the financial services industry. She is an accomplished ghost writer of multiple nationally published books and a frequent speaker at industry conferences. She is also the founder of The In Crowd, an inclusive network for financial marketers, and the host of The In Crowd podcast. In 2024, Angela was recognized as Chief Marketing Officer of the Year at the 2024 WealthManagement.com Industry Awards.
Victor is a financial services and wealth management leader with a passion for digital innovation and artificial intelligence. Drawing from diverse industry experience across competitive and fast-paced environments, he combines strategic vision and creative leadership to empower financial success at Resilient Wealth Planning.
Whether promoting innovative strategies as an industry thought leader or developing relationships with clients and partners, focuses on providing the knowledge and tools to foster the adoption and growth of innovative strategies that enhance client relationships and drive business results. He frequently speaks at industry conferences, seminars, webinars, and training sessions with a hands-on approach designed to educate, enrich, engage, and entertain.
With over 30 years of diverse, client-facing experience spanning finance, social media, and marketing, Victor possesses a unique perspective on the evolution of digital engagement and its impact on the financial sector. His ability to collaborate with people at all levels and backgrounds makes him an authoritative voice on the future of AI in financial services. Victor holds a bachelor’s degree in Interpersonal Communication Studies from the University of California, Los Angeles (UCLA).
Outside of work, Victor loves traveling and experiencing the thrill of discovery, cooking for family and friends, playing tennis, snowboarding, and seeking the next adventure with his family.