Anna Chaiken is Vice President at Ritholtz Wealth, where she has spent the past eight and a half years helping build one of the fastest-growing RIAs in the country. Anna helps oversee the firm’s technology and operations, including developing standard operating procedures and firm-wide training, as well as hiring, recruiting, and talent retention.
With Ritholtz Wealth’s rapid expansion, Anna’s focus is ensuring the firm grows the right way: building scalable, repeatable processes and infrastructure that support growth without sacrificing quality or client experience. Known for turning vision into measurable operational results, she brings a systems-thinking approach to everything from technology adoption to team development, and has built deep trust across advisors, executives, and staff.
Joe McCuine is President and Principal at Modera Wealth Management, a fee-only, comprehensive wealth advisory firm serving individuals, families, business owners, and nonprofit institutions. In his role, Joe shapes Modera’s strategic vision and growth priorities, advancing client-centric solutions and operational excellence across the firm.
A veteran financial services executive with more than 30 years of leadership experience, Joe has a strong track record of aligning business strategy with enterprise operations and scalable systems. Before joining Modera in 2023, he served as Chief Financial Officer of Landon Capital Partners and earlier as Chief Operating Officer and Chief Financial Officer of SCS Financial Services, where he helped grow the organization to more than $20 billion in assets under management and led enterprise-wide functions across wealth management, investments, finance, compliance, and human resources. At these firms, Joe built integrated platforms supporting trading, reporting, and client service capabilities, and played a key role in operational due diligence and complex transactions.
Joe is an active voice in the registered investment advisor community and regularly speaks at industry conferences and is quoted in industry publications on topics including firm growth, organizational culture, and strategic integration.
He holds the Chartered Financial Analyst® designation and earned his Bachelor of Science in Economics from The Wharton School at the University of Pennsylvania. Joe is known for his dedication to mentorship; one of the most rewarding parts of his career has been guiding colleagues through professional growth and complex decision-making. Outside of work, he volunteers at his church, and teaches business fundamentals to students through Year Up, a national nonprofit that prepares young adults for careers in business and technology. He operates out of Modera’s Boston office.
Mac O’Brien is the Chief Growth Officer of Rothschild Wealth Partners, a $8+ billion wealth management firm, where he leads the firm’s strategic growth initiatives across mergers and acquisitions, organic growth, enterprise relationships, and innovation. In addition to driving the firm’s expansion strategy, Mac spearheads Rothschild’s artificial intelligence initiatives, helping integrate AI into advisor workflows, client experience, and operational efficiency.
With more than 20 years of experience in financial services, Mac has built a career helping investment and wealth management firms accelerate growth. Prior to joining Rothschild Wealth Partners, he served as Head of U.S. Investment Distribution at Morningstar Wealth, where he led national distribution efforts and partnered with leading broker-dealers, RIAs, and financial advisors across the country to execute the firm’s growth strategy.
Earlier in his career, Mac held Managing Director positions at Zacks Investment Management, Dearborn Capital Management, and Astor Investment Management. Throughout his career, he has led teams spanning sales, marketing, national accounts, and business development, while contributing to firm strategy, product innovation, and organizational growth. He began his career in equity research, developing a foundation in quantitative modeling and portfolio construction.
A frequent speaker on the future of the wealth management industry, Mac shares practical insights on M&A, advisor growth, artificial intelligence, and the evolving competitive landscape for RIAs and hybrid firms. His focus is helping firms leverage emerging technologies and strategic growth initiatives without losing the personal relationships that define exceptional client service.
Mac earned his B.A. in Economics from the University of Michigan.
Deana Lewis serves as Chief Marketing Officer of The Mather Group, bringing nearly 20 years of financial services marketing and communications expertise. She leads all firm-wide marketing initiatives and communication strategies with a disciplined focus on client-centric growth.
Before joining TMG, Deana was Head of Client Experience at Moonstone Asset Management, where she led firm-wide client engagement strategy. Previously, she was Head of U.S. Intermediary Marketing at Northern Trust Asset Management, where she led strategic marketing initiatives and cultivated key relationships.
Outside of work, Deana is passionate about traveling, cooking, and spending quality time with her family. She is a proud mother of two and loves creating memorable experiences with them.
Stuart Feld is a Senior Vice President and the firm’s Chief AI Officer. He oversees the firm’s advanced technology initiatives and leads Carillon Labs, a dedicated research and development team focused on artificial intelligence and exploring emerging technologies to drive innovation and enhance advisor and client facing solutions. He also serves as the firm’s Head of Front Office Technology.
Stuart brings over three decades of technology experience at major Wall Street firms. Prior to joining Raymond James, he was a Managing Director at JPMorgan, where he led global teams supporting Wealth Management, Audit, and Corporate Technology. Earlier in his career, he held the role of Managing Director at UBS, leading Wealth Management Investment Solutions and Banking Technology teams. He began his career as a software engineer at Prudential Securities, where he held multiple leadership positions in the technology organization, including Divisional CIO at Prudential Financial.
The most trusted name in estate planning
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com.
Mohamed Farag is a faculty member at the Information Networking Institute and the lead of the Applied Generative AI (AGAI) group at Carnegie Mellon University, with over 15 years of experience in AI, machine learning, big data, and cloud infrastructure. Dr. Farag has held both technical and leadership roles in academic and professional settings and is the founder of Analytics 4 Everyone. He has contributed to several professional and academic communities, including the National Science Foundation, Harvard Business Review, the Project Management Institute, and the IEEE Systems Journal. He has received multiple awards and recognitions throughout his career.
Altruist is the AI-forward wealth platform and custodian built for independent advisors, bringing account opening, trading, portfolio management, billing, and reporting together in one place.
Rob Nelson is the CEO & Founder of NorthRock Partners, a premier financial and lifestyle advice firm that has consistently delivered exceptional advice and service to clients over the past three decades. Under Rob’s visionary leadership, NorthRock has grown into a trusted partner for individuals and families seeking personalized financial strategies, expert investment guidance and long-term wealth management.
Rob founded NorthRock with the goal of creating a client-centric firm where integrity, transparency and a commitment to excellence are at the core of everything they do. With a focus on driving a Personal Office® experience for every client, Rob continues to build a growing company that serves an exceptional client list of investors, entrepreneurs, athletes, Fortune 500 corporate executives and multigenerational families around the world.
FP Alpha is an AI native planning platform designed to enhance advisor capabilities across tax, estate, and insurance planning through a combination of AI-driven document analysis and structured planning outputs. Rather than functioning as a document creation tool, FP Alpha acts as an analysis and insights engine, enabling advisors to extract, interpret, and take action on information contained within client financial and estate documents.
The platform is built around a document-first workflow. Advisors upload client materials, such as estate documents, tax returns, and insurance policies, and FP Alpha leverages a combination of proprietary artificial intelligence and human review to generate structured summaries, insights, and planning opportunities. This approach allows advisors to significantly reduce manual review time while improving the depth and consistency of planning recommendations.
Over 70 attorneys, CPAs, and CFPs have trained the platform’s AI across 16 planning disciplines. FP Alpha’s tax return extraction achieves 99.8% accuracy, far above the 60–93% range common to general-purpose LLMs. The estate platform has the highest reading accuracy on the market.
FP Alpha is typically used alongside other core systems such as financial planning tools and estate document providers, complementing rather than replacing those solutions within the broader wealth management ecosystem.