Hadrius is the agentic compliance infrastructure for SEC- and FINRA-regulated firms. We help compliance teams scale without adding operational complexity by executing routine compliance work under human governance.
Slant is the AI-native CRM for financial advisors. Instead of digging through emails, calls, and documents, just ask Slant and get the answer instantly. Slant turns your CRM from a system of record into a system of action, so advisors can focus on client relationships, not busywork.
Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. Learn more and start a free trial at zocks.io.
Brian Green is the Chief Product Officer at Merit Financial Advisors, where he leads the technology department and is focused on building the technology ecosystem of the future through a culture of innovation and collaboration. With over a decade of experience in the financial services industry, Brian has held leadership roles at Carson Group and Securities America, where he championed excellence and execution across technology and operations. Prior to his corporate career, Brian served for eight years as a United States Marine Corps officer, gaining leadership experience and strategic discipline that continues to inform his executive approach. He holds a Master’s degree in project management from the University of Wisconsin Platteville and a professional certification in corporate strategy from Cornell University. Brian is recognized for his strategic vision and cross-functional leadership, driving transformative initiatives that align technology with business growth.
Practifi is a CRM and business management platform built for financial advisory and wealth management firms. It brings client data, workflows, analytics, and integrations into one system to help firms automate processes, improve client engagement, and support growth. The platform also includes AI‑powered tools and role‑based features to surfaceinsights and streamline tasks.
Marie Swift is Founder and CEO of Impact Communications, a full-service PR and marketing communications firm that works solely within the financial services industry.
A prolific writer, Marie’s articles have been published by Barron’s, MarketWatch, Forbes, Financial Planning, WealthManagement.com, NAPFA Advisor, RIA Intel, Financial Advisor, ThinkAdvisor.com, Morningstar Advisor, Executive Roundtable Journal, and more. She has been quoted in respected publications such as Forbes, The Wall Street Journal, RIABiz.com, and Wealth Solutions Report.
Swift is in demand as a speaker at conferences for financial services professionals including Financial Planning’s Women Advisors Forum, TD Ameritrade LINC, Pershing Insite, Fidelity’s Inside Track, Schwab Regional Advisor Symposiums, the Financial Planning Association, the National Association of Personal Financial Advisors, the Alliance of Comprehensive Planners, InvestmentNews’ Women To Watch, Bob Veres’ Insider’s Forum, Jolt! Marketing Conference, the AICPA PFP/CIMA Summits, Securities America, United Planners, Transamerica, Cetera, and other independent advisor and broker/dealer conferences.
She’s the mastermind behind Fiduciary Voices, an educational platform for both advisors and consumers, the Advisor Thought Leader Summit, a personal presence and media training experience, and the Social/Digital Hub, created in partnership with Morningstar’s experiential marketing and U.S. conference planning team.
In 2021 and 2022, Impact Communications earned recognition from WealthManagement.com in their annual “Wealthies” awards competition, and ThinkAdvisor.com named Swift to their Luminaries Class of 2021. She is a member of the Forbes Agency Council, a by-invitation-only consortium of marketing and PR professionals who meet the high standards of the Council program.
She is the host of NAPFA Nation, a monthly podcast centered on inspiring conversations and key insights from leaders in the Fee-Only financial planning profession, and the mastermind behind NAPFA’s Playbook, a virtual training and empowerment series that brings marketing and practice management know-how to life.
Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur, award-winning advisor, author, and mental health advocate.
Larry is reshaping personal finance by inspiring joyFUL conversations around money.
He founded Mitlin Financial, Inc., in 2004 with a focus on prioritizing the families they serve. The Mitlin name illustrates their culture as the firm is named in memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. At Mitlin Financial, our mission is to help those we serve experience JOY in your journey while creating a clear path toward their vision of tomorrow.
Larry is the author of the bestselling book “Financial Planning Made Personal” and the host of the Mitlin Money Mindset®, a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”
Larry is a Founding Member of the Investopedia Advisor Council and appears often in the media.
Larry, alongside his wife Denise, has raised over $1.8 million for the American Foundation for Suicide Prevention through the Keith Milano Memorial Fund, highlighting their deep commitment to mental health awareness.
Larry’s commitment to his wife and two sons is at the core of who he is. A passionate hockey fan, Larry still laces up, often for charity games.
Samantha teaches financial advisors how to design and implement digital marketing strategies to produce exponential growth through content marketing, AI strategy, social media and email campaigns, SEO, and video. Her cutting-edge thought leadership is recognized throughout the financial services industry and has led to her being awarded an Investment News 40 Under 40, ThinkAdvisor Luminary’s Award and WealthManagement.com “Top Ten to Watch”.
Samantha also serves on the advisory board of the industry estate planning tech tool Wealth.com and was one of the founding members of the SaaS company Twenty Over Ten, which was successfully sold to FMG in 2020. In addition to being a trusted, go-to resource for advisors looking to grow through digital marketing strategies, Sam is also known as a voracious reader, avid runner and hiker, and master juggler of 3 kids under 9.