Interactive Tech Demos

Wednesday, October 29, 2025
1:20 pm - 2:20 pm

Pomerol

Invent | FPAlpha | AdvisorCRM | Communify Fincentric | Archive Intel | Orion Advisor Solutions

Speakers

Oleg Tishkevich
Oleg Tishkevich
Founder and CEO
Invent
Charlie Clark
Charlie Clark
Chief Revenue Officer
FP Alpha
Max Golden
Max Golden
Director of Sales
FP Alpha
Ryan Borer
Ryan Borer
CEO, Managing Member
AdvisorCRM
Sarah Chubak
Sarah Chubak
EVP, Business Development
Communify
Larry Shumbres
Larry Shumbres
Founder, CEO
Archive Intel
Bob Conchiglia
Bob Conchiglia
SVP, Solutions Consulting
Orion Advisor Solutions
Erin Colledge
Erin Colledge
SVP, Strategic Product Development
Orion Advisor Solutions
Matt Ackermann
Matt Ackermann
Chief Content Officer
Integrated Partners