Adrian has over 25 years of experience building transformational businesses and supporting enterprise technology platforms at the intersection of analytics, artificial intelligence (AI), data, design, finance, technology, and visualization.

At Edward Jones, he serves as General Partner and Head of EJ Labs, leading Artificial Intelligence (AI), Analytics, Data, Emerging Technology, and Low-Code Delivery. Most recently, Adrian was General Manager and Head of Product for Microsoft Cloud for Industry – Financial Services at Microsoft, and previously ran Microsoft’s Capital Markets and Product Strategy teams.

Prior to Microsoft, Adrian was the Chief Product & Strategy Officer at OpenFin, where he led product management, design, and strategy. Previously, he co-founded Pellucid Analytics, where he served as Chief Executive Officer from founding through exit to LSEG.

His earlier experience includes over 15 years of leadership positions at a series of global investment banks, including Deutsche Bank, Merrill Lynch, and Credit Suisse, where he was most recently Managing Director and Head of Investment Banking and Capital Markets Strats. His responsibilities included a combination of advisory work, which resulted in over $650 billion of executed transactions, as well as leading digital transformation efforts.

Adrian has over a decade of experience teaching graduate students in corporate finance, quantitative corporate finance, and product management. He earned his master’s degree in Technology Management from Columbia University, completed his undergraduate and postgraduate research degrees at the University of Technology Sydney, and is currently working towards his Ph.D. with a focus on hybrid intelligence. He also holds the Chartered Financial Analyst and Chartered Accountant designations.

Bob Conchiglia, CIPM, serves as Senior Vice President of Solutions Consulting at Orion Advisor Solutions, where he leads the firm’s Solutions Consulting practice—guiding strategic conversations, solution design, and platform evaluation for Orion’s clients and prospects. With a career spanning nearly three decades in fintech and investment management, Bob brings deep expertise in helping advisory firms align technology with growth, efficiency, and an exceptional client experience.

Prior to joining Orion, Bob was the Chief Revenue Officer at Summit Wealth Systems, where he played a pivotal role in defining the firm’s go-to-market and client-engagement strategy before its integration into Orion. Before that, he founded Bennick Capital Partners, an independent advisory firm focused on innovative investment strategies and performance measurement.

Bob’s earlier career includes more than 14 years at SS&C Advent, where as Vice President of Advisory Sales he partnered with leading wealth management and asset management firms to modernize their technology ecosystems. He began his career at Mellon Financial and later Russell/Mellon Analytical Services, developing a foundation in operations, analytics, and client relationship management that continues to inform his consultative approach today.

A graduate of Bentley University with a degree in Finance and Economics, Bob also holds the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute and has earned the CFA Institute Professional Learning 5-Year Milestone recognition. Outside of work, Bob is driven by the same sense of purpose he brings to his clients—helping others create abundance. A proud dad and lifelong innovator, he enjoys spending time with family, exploring new ideas in financial technology, and empowering advisors and investors to achieve more through data-driven insight and collaboration.

Erin Colledge is a seasoned product leader in the wealth technology space, known for driving innovation at the intersection of data, experience, and enterprise-scale design. As SVP of Product at Orion, she leads the evolution of the Orion Summit experience and a unified client data strategy through the Denali Data Systems—building a foundation that empowers advisors and executives to make confident, data-driven decisions.

Prior to her current role, Erin served as Head of Product at Summit Wealth Systems, where she helped shape Summit’s transformation into the system that now powers Orion’s AI-enabled platform. Earlier in her career, she spent more than a decade with SS&C Black Diamond, leading product strategy and development initiatives that modernized advisor and investor experiences across the financial technology ecosystem. Erin began her career in Equity Capital Markets at Merrill Lynch in New York, before channeling her finance and analytical background into early-stage fintech at Black Diamond in Jacksonville—a move that sparked her enduring passion for building products that work for people.

A graduate of Princeton University with a BSE in Operations Research and Financial Engineering—what she likes to call an “undergraduate degree in fintech”—Erin combines quantitative rigor with creative product vision.

Outside of work, Erin is deeply connected to her extended family and community. She and her husband are raising their two boys, 12 and 14, alongside a close-knit group of cousins in Jacksonville, Florida. They love exploring new hiking trails, spending time on the river, and are on a mission to visit all 50 states before the boys head to college. Erin also serves on the board of Daniel, Florida’s oldest nonprofit serving children, reflecting her family’s shared commitment to supporting youth through arts, education, and care-based initiatives.

Scott Clarke is the Chief Experience Officer at Sound Income Group, where he leads brand, marketing, and client experience strategy across multiple companies in the financial services industry. In this role, he shapes how technology, creativity, and human connection intersect to build experiences that deepen trust, elevate advisor effectiveness, and drive measurable business growth.

Previously, Scott served as Executive Creative Director at Advisors Excel, where he led a 120+ person creative team, delivering award-winning campaigns, brands, and transforming the advisor experience through design, technology, and innovative marketing strategies. His philosophy? Start and end with the end client. Throughout his career, he has guided teams through organizational change, created award winning creative and experiences, helped financial advisors scale their practices, and developed enduring brand platforms that connect on both strategic and emotional levels.

Scott’s work centers on the belief that the future of work lies not in replacing human beings, but in enabling them. He advocates for systems that amplify empathy, narrative, and personal connection—ensuring that technology enhances rather than erases the human element in client relationships.

He holds a Bachelor of Arts degree in Humanities & English from Brigham Young University and a patent for virtual human interface experience. His work has been featured in The New York Times and The Wall Street Journal, collected in the Smithsonian, and includes branding and strategy contributions for brands such as Southwest Airlines, Ulta Beauty, Lockheed Martin, and hundreds of financial advisory firms. Above all, Scott is the proud father of three incredible kids.

Charlie Clark is Chief Revenue Officer at FP Alpha, where he leads sales, customer success and business development efforts. Charlie began his career in wealth technology in 1999 with the launch of eMoney Advisor. Charlie held several positions at eMoney, including SVP Business Development and Sales until the sale to Fidelity. Prior to his role at FP Alpha, Charlie has also held advisory roles at Right Capital, JourneyGuide Planning, Halo and AdvisorEngine.

Sarah Chubak is EVP, Business Development at Communify, where she leads strategic growth and partnerships across the firm’s Financial AI, Digital & Data Solutions, helping wealth management firms scale the advisor, deepen client relationships, and deliver personalized, compliant experiences at enterprise scale.

Communify’s mission is to deliver precise insights and add mass value to investors and investment professionals by unifying the communication of market and client data through its mature and trusted knowledge bases, digital apps, chat, and AI Stories.

Built on decades of experience delivering complex data solutions to the financial industry, Communify’s SaaS-based suite unifies the communication of financial information through a library of client, advisor, and AI applications. The platform’s Knowledge Base, spanning more than 4,000 data feeds, powering experiences for over 100 million end users, and delivering over 10 million daily AI insights, forms the foundation for the next generation of digital engagement and connectivity.

Prior to joining Communify, Sarah held leadership roles at InvestCloud and BlackRock, where she helped shape digital and data strategies for institutional and wealth management clients. She is passionate about designing technology that amplifies human insight and makes complex financial decisions more intuitive, both in business and in life.

Richard Chen is a seasoned corporate and securities attorney with more than 25 years of practice under his belt following his graduation from Harvard College and Harvard Law School. He is the Founder and President of Brightstar Law Group, a law firm specializing in serving the regulatory and corporate needs of investment advisory firms (including wealth managers, private fund sponsors, and fintech companies). Among other things, Richard’s practice focuses on regulatory matters including investment adviser registration; compliance program development, implementation, and management; mock audits; and SEC examinations and investigations. On the corporate side, Richard’s practice focuses on advising breakaway advisors; launching and structuring ownership for advisory firms; drafting and negotiating commercial contracts; advising on employment matters; advising on mergers and other transactions; succession planning; and launching private funds (such as hedge, private equity, venture capital, and real estate funds). Before launching his practice, Richard spent many years at several preeminent law firms in New York including Simpson Thacher & Bartlett, K&L Gates, Schulte Roth & Zabel, and Arnold & Porter. Please visit his firm’s website and LinkedIn page to learn more about him and his calendar link to schedule time to speak with him.

Rob Burgess is a 35-time award-winning journalist who has extensive experience leading newsrooms and working in television, podcasts, radio, print and online.

Most recently, he was technology reporter for Wealth Management Magazine; editor of the Wabash Plain Dealer; news editor of NUVO; managing editor of the Indiana Lawyer; and city editor, opinion page editor and Editorial Board member of the Kokomo Tribune. He was also a reporter at WFHB, the Times-Mail, The Reporter-Times, Ukiah Daily Journal and Ukiah Valley Television.

Michael Brady, Founder of Generosity Wealth Management in Boulder, CO, brings 34 years of financial planning expertise, focusing on aligning wealth with purpose and possibility.

For the first half of his career, he worked in a successful but inefficient firm that prioritized headcount over productivity. In 2008, he founded his firm to emphasize streamlined operations and foster meaningful client relationships, serving high-net-worth clients with comprehensive planning, investment management, estate strategies, and philanthropic services. Michael leverages AI to enhance client service and to drive significant growth over the next 15 years.

A pioneer in AI adoption, Michael integrates advanced tools to automate tasks like note-taking, document analysis, and client communications, freeing time for high-value activities like personalized client advising and strategic planning. His innovative use of AI enables rapid analysis of complex financial data, such as tax returns or estate documents, delivering actionable insights. He envisions AI consolidating data for comprehensive client profiles, transforming advisory practices.

Michael’s efficiency enables extensive philanthropy, including projects in Rwanda and Uganda, prison and homeless outreach, mentoring, and ongoing support for Ukrainian orphans. At 58, he balances professional ambition with a meaningful life.

Ryan J Borer is CEO and co-founder of AdvisorCRM, bringing over 20 years of experience in financial services technology. He previously served as President and Chief Strategy Officer at Fusion Capital Management from 2011-2024.

During his tenure at Fusion, Ryan helped grow the firm from $200 million to over $3 billion in assets under advisement. He led the development of Fusion Elements, a proprietary technology platform that streamlined operations and enabled advisor firms to scale efficiently. The platform supported 325+ financial advisors and over 20,000 accounts with just two full-time operations staff members—achieving over 8,000 accounts per staff member compared to the industry average of 1,715.

Ryan played a key role in Fusion’s institutional fundraising efforts, including a recapitalization with former TD Ameritrade executives. He also established technology integrations with over 20 wealthtech providers and major custodial platforms.

Ryan has held Series 7, Series 6, Series 63, Series 65, Life, Health and Variable as well as previously holding the Accredited Asset Management Specialist designation through the College of Financial Planning. At AdvisorCRM, Ryan focuses on building technology that helps advisory teams operate more efficiently and serve their clients better.