Joe Wesolaski is a Managing Director at Zocks with over 25 years of experience helping large enterprise firms navigate disruptive technology solutions through their journey of digital transformation. With experience in both wealth management and on the institutional side, Joe brings a pragmatic approach to enterprise transformation, serving as a trusted advisor to his clients and partners as they seek to fulfill their growth and innovation objectives.
His earlier experience includes over 15 years of leadership positions at leading financial technology firms such as Vanilla, Investcloud, Bloomberg, Charles River Development and prior capital markets experience at Goldman Sachs.
Joe received a BS degree in Finance from Boston College and an MBA from The Haas School of Business at UC Berkeley.
With over 20 years’ experience as a wealthtech entrepreneur, Larry Shumbres is known for transforming complex challenges into practical, results-driven solutions. As CEO of Archive Intel, he applies that approach to compliance technology, AI strategy, and regulatory innovation — championing AI that helps firms meet SEC and FINRA standards faster and more accurately, without sacrificing oversight or disrupting workflows.
An industry veteran, Larry has previously worked with eMoney, eVestment, Schwab, Morningstar, and New York Life Investments.
Haik is a visionary entrepreneur and seasoned executive in the financial technology space. His expertise centers around creating enhanced tools and platforms that enable high-net-worth individuals, family offices, advisors, and institutions to efficiently manage and grow their financial assets.
As the Founder and CEO of ARQA since November 2022, Haik has been at the forefront of pioneering AI-driven wealth management solutions. ARQA stands out in the wealthtech landscape for its innovative approach to personalizing and streamlining financial operations using artificial intelligence, making it a beacon for future wealth management practices. In addition to his role at ARQA, Haik serves as the Principal of Blackmar, a consultancy firm he established in February 2017 after leaving Addepar. Blackmar provides top-tier consulting and implementation services in analytics and performance reporting platforms, catering primarily to the asset management sector. Prior to his current ventures, Haik co-founded Kosmos (fka Blackmar Technologies), which was noted for its significant contributions to enhancing access to financial data and services before its acquisition in September 2022.
Haik’s leadership is not just recognized in business achievements but also in his contributions to the broader fintech community. He frequently shares insights on the integration of Generative AI in financial services, helping shape the discourse on future technologies in the industry.
Eric Phillips leads the enterprise relationships team at FINNY, spearheading strategic partnerships across the financial-services and fintech ecosystem. Working across various financial services organizations, Eric has an intimate understanding of how AI and technology are transforming wealth management and advisory business models, particularly around organic growth. Eric is passionate about helping firms leverage technology, data, and partnerships to serve clients more efficiently and intelligently.
Meredith Lambert is the Head of Design & Customer Success at Catchlight, where she leads the end-to-end client experience for a growing base of financial advisors and marketing teams. In this role, Meredith manages the design, consulting, enablement, and best practices functions to ensure clients use Catchlight’s data, technology, and strategic thinking to grow their practices organically.
Before her current role, Meredith held multiple senior experience and product design leadership positions at Fidelity Investments. These roles built on her strong foundation in user experience, product design, and digital transformation.
Earlier in her career, Meredith worked across several agencies and sectors on digital experience and product design—at firms such as SapientRazorfish, SapientNitro, and others—where she helped companies in financial services, telecom, and consumer industries reimagine how users interact with their products and services. Her portfolio includes work with clients like TD Bank, Lloyds Bank, Xfinity, Total Wine & More, and T-Mobile.
Meredith holds a Bachelor of Fine Arts in Graphic Design from Massachusetts College of Art and Design, and participated in the US Department of State Fusion Arts Exchange Program at the Rhode Island School of Design. She is based in Boston.
Jeremi Karnell is Chief Product Officer at VastAdvisor, the AI-powered organic growth OS for wealth management firms, where he leads product strategy, platform architecture, and the development of VastAdvisor IQ — the platform’s core intelligence layer. He has spent his career at the intersection of financial services, decision intelligence, and applied AI. Jeremi co-founded and served as CEO of Truelytics, the advisor intelligence platform acquired by Envestnet in 2022. At Envestnet, he served as Head of Data and Analytics, building the firm’s decision intelligence practice and launching enterprise AI products — including Generative Business Intelligence and Insights AI — that turned advisor data into actionable opportunities across thousands of workflows. At VastAdvisor, he’s focused on the industry’s most neglected problem: wealth management has spent decades building infrastructure to manage assets, and almost none to grow them.
Max Golden is the Sales Director at FP Alpha, where he collaborates with top RIA firms to transform and elevate their planning processes through cutting-edge, tech-enabled solutions. With years of experience spanning asset management, insurance, and fintech, Max is known for his strategic leadership and ability to deliver results at the crossroads of innovation, relationship-building, and practical execution.
Prior to joining FP Alpha, Max held senior sales positions with Hartford Funds and Lincoln Financial Distributors, where he played a pivotal role in launching new products, expanding distribution channels, and growing advisor engagement from the ground up. Max excels at helping advisors adopt modern planning platforms—consistently driving adoption, education, and long-term value.
Bob Conchiglia, CIPM, serves as Senior Vice President of Solutions Consulting at Orion Advisor Solutions, where he leads the firm’s Solutions Consulting practice—guiding strategic conversations, solution design, and platform evaluation for Orion’s clients and prospects. With a career spanning nearly three decades in fintech and investment management, Bob brings deep expertise in helping advisory firms align technology with growth, efficiency, and an exceptional client experience.
Prior to joining Orion, Bob was the Chief Revenue Officer at Summit Wealth Systems, where he played a pivotal role in defining the firm’s go-to-market and client-engagement strategy before its integration into Orion. Before that, he founded Bennick Capital Partners, an independent advisory firm focused on innovative investment strategies and performance measurement.
Bob’s earlier career includes more than 14 years at SS&C Advent, where as Vice President of Advisory Sales he partnered with leading wealth management and asset management firms to modernize their technology ecosystems. He began his career at Mellon Financial and later Russell/Mellon Analytical Services, developing a foundation in operations, analytics, and client relationship management that continues to inform his consultative approach today.
A graduate of Bentley University with a degree in Finance and Economics, Bob also holds the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute and has earned the CFA Institute Professional Learning 5-Year Milestone recognition. Outside of work, Bob is driven by the same sense of purpose he brings to his clients—helping others create abundance. A proud dad and lifelong innovator, he enjoys spending time with family, exploring new ideas in financial technology, and empowering advisors and investors to achieve more through data-driven insight and collaboration.
Erin Colledge is a seasoned product leader in the wealth technology space, known for driving innovation at the intersection of data, experience, and enterprise-scale design. As SVP of Product at Orion, she leads the evolution of the Orion Summit experience and a unified client data strategy through the Denali Data Systems—building a foundation that empowers advisors and executives to make confident, data-driven decisions.
Prior to her current role, Erin served as Head of Product at Summit Wealth Systems, where she helped shape Summit’s transformation into the system that now powers Orion’s AI-enabled platform. Earlier in her career, she spent more than a decade with SS&C Black Diamond, leading product strategy and development initiatives that modernized advisor and investor experiences across the financial technology ecosystem. Erin began her career in Equity Capital Markets at Merrill Lynch in New York, before channeling her finance and analytical background into early-stage fintech at Black Diamond in Jacksonville—a move that sparked her enduring passion for building products that work for people.
A graduate of Princeton University with a BSE in Operations Research and Financial Engineering—what she likes to call an “undergraduate degree in fintech”—Erin combines quantitative rigor with creative product vision.
Outside of work, Erin is deeply connected to her extended family and community. She and her husband are raising their two boys, 12 and 14, alongside a close-knit group of cousins in Jacksonville, Florida. They love exploring new hiking trails, spending time on the river, and are on a mission to visit all 50 states before the boys head to college. Erin also serves on the board of Daniel, Florida’s oldest nonprofit serving children, reflecting her family’s shared commitment to supporting youth through arts, education, and care-based initiatives.
Charlie Clark is Chief Revenue Officer at FP Alpha, where he leads sales, customer success and business development efforts. Charlie began his career in wealth technology in 1999 with the launch of eMoney Advisor. Charlie held several positions at eMoney, including SVP Business Development and Sales until the sale to Fidelity. Prior to his role at FP Alpha, Charlie has also held advisory roles at Right Capital, JourneyGuide Planning, Halo and AdvisorEngine.