Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.

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).

Susan Theder is the Chief Marketing and Experience Officer at FMG and a member of the company’s Senior Leadership Team. Susan places an emphasis on the importance of customer-focused strategies that use data and technology to deliver personalized and customized experiences that wow.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com and a Women to Watch by Investment News.

Before joining FMG, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

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.

Dr. Sindhu Joseph, CEO and founder of Wealth management AI startup CogniCor. CogniCor’s AI-powered Copilots are indispensable allies of growth minded advisors and RIA firms. CogniCor Copilot enables advisors and firms to achieve efficiency at scale by effortlessly navigating client review meetings, client servicing workflows, and discovering actionable insights from client and advisor interactions. Dr. Joseph has a Ph.D in AI, and has invented over 6 patents and was chosen as the top 10 to watch in 2023 by Wealth Management.com. With a global background spanning India, Europe, and the USA, is passionate about AI. Outside of her professional interests, she enjoys hiking, reading, and stand-up comedy.

A native software platform for financial advisors and financial services, Jump is trusted by 10,000+ advisors at leading RIAs, IBDs, and Enterprises for industry-specific AI tools that are compliant, customizable, integrated with the firm’s tech stack, and easy to use. Jump’s award winning technology (Wealthies, Datos) is rated #1 in market adoption, #1 in advisor satisfaction, and as “Category Leader” (Kitces, T3, Oasis) in class. Parker is a 4x technology CEO with experience in fintech, data, and AI. He received an MBA from Stanford and a bachelors in Economics from the University of Utah.

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.

Andrew is the founder and CEO of FP Alpha, the first AI-driven advanced planning solution that covers more than 16 areas of financial planning. The software enables financial advisors to save time in the planning process through automation, showcase their value beyond investments, and deliver a personalized, comprehensive experience that clients require. FP Alpha provides financial advisors the scale and depth of knowledge necessary to enhance their planning practices by providing key offerings such as tax, estate, and insurance to their entire client base, usually just reserved for the wealthiest clients.

FP Alpha has been recognized with numerous industry awards including the 2022 WealthManagement.com award for Innovative Technology/New Applications and the 2022 Think Advisor Luminary Award Winner for FinTech Executive Leadership.

Andrew is also the President and Principal Advisor at Altfest Personal Wealth Management, a $1.6B Registered Investment Advisor based in New York City. There he advises clients about personal finances and drives financial planning strategies across the firm. He is an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios.

As a leader of Altfest Personal Wealth Management, Andrew has spearheaded a number of initiatives to expand the firm. These have included organizing different practice groups focused on client segments, launching private equity solutions and directing the firm’s Young Professionals Group aimed at millennials. He has encouraged further formalizing investment processes and led the introduction of a new technology mandate with digital planning to enhance decision-making, the client experience, and productivity. Additionally, Andrew leads the firm’s efforts in the tax management of investment portfolios and advises clients on charitable contributions.

Andrew joined the firm in 2003. He received his BA with honors in English from Cornell University, and his MBA from Columbia University Graduate School of Business. He is a CFP® licensee. Andrew has spoken at local universities, industry conferences, and the American Association of Individual Investors, and has appeared in the press, including The Wall Street Journal, Bloomberg News, and Dow Jones Newswires.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and Chair of the New York City chapter. He’s on the board of the Lower East Side Jewish Conservancy. In his free time, Andrew enjoys running, biking, trying new restaurants, traveling and learning about different cultures.