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.
Vaughn Harvey is the Chief Data and AI Office at LPL Financial.
Beth Haddock is chief legal officer for wealthtech leader AdvisorEngine and an independent board director with over 25 years’ experience leading the design and successful implementation of modern governance programs. At AdvisorEngine, she helps clients and partners with smart regulatory and legal strategies to navigate evolving technologies and market forces as a resource for advisory and consultancy services. She also leads an ongoing compliance webinar series as an Action! magazine contributor. With a focus on accelerating safe and sustainable growth, Haddock fosters a culture of risk ownership, partnership and creative problem-solving, re-positioning governance and compliance as powerful business drivers at notable companies including Brown Brothers Harriman, Guggenheim Investments and AXA Advisors.
She is an active industry leader, sharing her expertise and guidance on cutting-edge topics related to compliance, blockchain, and emerging technology such as AI. Haddock currently serves as Co-Chair for the Web3 subcommittee of the Digital Tech Taskforce for the New York City Bar Association, as a member of the advisory board for the Stablecoin Standard, an Independent Board Member and Chair of the Compliance Committee at GMO-Z.com Trust Company, and is an active member of the Regulatory Advisory Committee for the National Society of Compliance Professionals. Haddock also developed a patented technology to measure compliance ROI. She is the author of “Triple Bottom-line Compliance: How to Deliver Protection, Productivity and Impact,” and is the podcast host for “What’s Ethical?”
Emma Foulkes is a nationally recognized financial planner and the Chief Technology Officer at Collective Wealth Partners, where she merges deep financial expertise with a passion for innovation. She specializes in helping entrepreneurs and executives build tax-savvy generational wealth through sophisticated tax strategies and forward-thinking financial planning.
A subject matter expert for the CFP® Board, Emma plays a vital role in shaping the profession by writing exam questions for the national certification exam. She is also an author and respected voice in the financial services industry, known for making complex financial concepts accessible and actionable for clients and colleagues alike.
With more than two decades of experience, Emma delivers strategic planning rooted in precision, purpose, and long-term vision—ensuring her clients grow, protect, and transfer wealth on their own terms.
Emma holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™ designations and is frequently invited to speak on tax strategy, generational wealth, and the evolving role of technology in modern financial planning.
Global business leader responsible for the strategic planning & delivery of B2B and B2C solutions for the Wealth & Asset Management sector at Salesforce. With over 30 years of industry experience, Michelle has a deep understanding of the wealth management space, client business needs, and best practices for modernizing experiences, operating and service models.
In her role as GM for Wealth & Asset Management at Salesforce she sits at the epicenter of strategy, working in collaboration with product, engineering, marketing, distribution, and customer success teams to define the future vision, strategy and align on voice of the client needs, product priorities, key partnerships, and GTM planning.
Growing the portfolio of strategic partnerships, and core integrations is one of the key drivers for clients and Salesforce success, Michelle works closely with custodians, third party data providers and fintech’s in the Salesforce ecosystem to develop new solutions on the platform that will speed innovation for clients and increase the value of the Financial Services Cloud offering. Previously, Michelle worked at BNY Mellon|Pershing for 25 years, where she held a variety of leadership roles in the areas of technology product strategy, business development, consulting and client engagement for financial services. She managed key client relationships, managed advisory boards, and led high performing teams in the delivery of best in class solutions to the market. From an industry perspective, she is a thought leader and has been regularly featured as a speaker at external conferences and events. She has also represented Salesforce & BNY Mellon Pershing as a media spokesperson being quoted by Bloomberg Radio, Financial Planning.com, Investment News, RIABiz, and Wealth Management.com.
In 2022, F2 Strategy recognized her as a Woman in WealthTech leader. In 2019 Michelle was recognized by Think Advisor magazine as one of 16 women in its inaugural “Top Women in WealthTech” story. Waters magazine also named her Consultant of the Year in 2020 for its Women in Tech and Data Awards.
Michelle is passionate about diversity, inclusion, and professional growth and is an active member in the exclusive women’s network CHIEF, many Salesforce initiatives and the Women’s Bond Club.
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.
Stephen de Man is the Vice President at Dimensional Fund.
Grant Blindbury is a Partner and key member of the management team at FMB Wealth Management. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm’s vision, continually advancing client experience, and creating opportunities and space for professional development. He’s also a member of the executive and investment committees.
Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008 and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He also is an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.
Grant is passionate about the charity Big Brothers Big Sisters of Ventura County. He was matched as a Big in 2001 and has been on the Board of Directors since 2007. He is an avid baseball fan and in his free time, he enjoys coaching his children’s teams. He resides in Thousand Oaks and is devoted to his beautiful wife, two crazy boys, beautiful little girl, and his Labrador Retriever.
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.