Amy Young is an Industry Advisor in Microsoft’s Worldwide FSI team, where her mandate is to help the firm’s largest Wealth & Asset Management clients realize the benefits of digital transformation. She has a 30-year career spanning equity research, corporate strategy and management consulting across the financial services, retail and energy industries. Amy holds an MBA from the Rotman School of Management, a BA in English from the University of Toronto and is a CFA Charterholder. She also chairs the Fintech Committee at CFA Society New York.
Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent Registered Investment Advisor (RIA) industry.
Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent RIAs. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.
Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group.
Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor’s degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado’s Leeds School of Business.
Tim holds the Certified Financial Planner, CFP® designation, served as an elected member of the Financial Planning Association’s National Board of Directors and is celebrating his 30th year in the wealth management industry.
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.
Will’s research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.
An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. In his spare time, Will is an avid runner and reader of history.
Will holds a Bachelor of Arts from Harvard College.
Oleg Tishkevich is the founder and CEO of Invent, the leading cloud-native data and integration software firm in the wealth management industry. Many of the industry’s largest financial institutions supporting financial advisors as well as independent RIAs leverage the Invent platform. Known for his innovation in software design and architecture, Tishkevich and Invent has garnered several industry awards, including wealthmanagement.com’s “Disruptor of the Year” and “Innovation Platforms”. Invent has been recognized by prestigious Inc 5000 magazine as one of the fastest growing companies in US 3 years in a row.
Additionally, Tishkevich is the author of several industry articles and white papers, including the well-received article series, “Integrated Digital Ecosystems as a Service” which is rapidly becoming the go-to solution for enterprises and organizations supporting financial advisors to create their own, customized technology solutions and eliminate the challenges of technology integrations.
APrior to founding Invent, Tishkevich founded Finance Logix, a next generation financial planning software company which sold to Envestnet in 2015. Finance Logix pioneered an engaging mobile planning app Retire Logix that was named Best Money Move by Money magazine and voted number one mobile app for advisors.
ATishkevich has served as a member of the Corporate Resource Counsel of the Financial Planning Association (FPA).
Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy, and next-gen talent.
Geoff leads a team of technology experts focused on delivering secure systems that drive operational excellence for Valmark and its member offices. His team was recognized as a finalist for the Northeast Ohio Tech Team of the Year by the Greater Cleveland Partnership. He is a frequent panelist at industry events such as the Barron’s 100 Summit, Financial Services Institute, Industry Roundtables, and Box.com Works. Most recently, he was appointed to the Advisory Board of the Northeast Ohio CIO Forum. Geoff brings a forward-thinking approach to technology leadership in the financial services space.
Brooke leads Sage on its mission to become the AI copilot for the wealth advisory industry. Over her career, Brooke has held various leadership roles in wealth tech, portfolio management, asset consulting, and client engagement. She has over 23 years of experience leveraging technology to scale impact and grow new businesses.
Prior to joining Sage, Brooke spent 16 years at BlackRock, where most recently she was Head of Digital Engagement, and set the vision, commercial strategy and roadmap for Advisor Center, BlackRock’s digital ecosystem and portfolio toolkit serving 100,000+ wealth advisors in the US. Prior to this, she co-founded and led BlackRock’s US Wealth Portfolio Solutions group, bringing Aladdin analytics to the wealth market and helping to drive an industry-wide shift towards more portfolio-centric engagement.
Before dedicating her focus on the US wealth ecosystem, Brooke spent the first half of her career managing money, both as a quantitative investor co-managing $10b of long-short Australian equity assets at BlackRock, and on the CIO investment team of Mercer’s then $14b flagship Australian superannuation trust. She began her career in manager research at Mercer Investment Consulting.
Brooke earned a degree in commerce from Deakin University (Australia). She is a CFA Charterholder, a Chartered Alternative Investment Analyst, and a practitioner contributor to curriculum and examination development for the CFA Program.
As a global citizen, Brooke is passionate about education as the key to helping people reach their full potential. Brooke serves on the board of Global Kids Inc, a nonprofit educational organization for global learning and youth development which immerses young people from underserved communities in areas where they can build global perspectives.
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?”
Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub.
As the driving force behind the esteemed T3 Advisor Conference, Bruckenstein has established it as the preeminent technology event for independent financial advisors executives from independent broker/dealers and executives from large registered investment advisory firms. The conference also welcomes fintech journalists, private equity firms, and asset managers that support the wealthtech ecosystem. Celebrating its 20th year in 2024, the conference has consistently delivered unparalleled value to its attendees.
Beyond these major conferences, Bruckenstein partners with influential thought leaders in the financial services industry, such as Brian Hamburger of MarketCounsel, to host various technology summits.
For over two decades, Bruckenstein has been advising financial service firms of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.
Bruckenstein’s contributions extend beyond consultancy. He has co-authored three notable books: “Virtual Office Tools for a High Margin Practice,” “Tools and Techniques of Practice Management,” and “Technology Tools for Today’s High Margin Practice.” Furthermore, he has served as a monthly technology columnist for esteemed publications such as Financial Advisor magazine and Financial Planning magazine.
In collaboration with industry luminary Bob Veres, the publisher of Inside Information, Bruckenstein spearheads an annual technology survey exclusively tailored for the financial planning community.
Recognizing Bruckenstein’s immense impact and leadership, he was honored with the fifth annual Leadership Award at Bob Veres’ Insider’s Forum. This prestigious conference unites the most influential figures in the financial planning profession, and Bruckenstein received the award during a prominent main stage presentation at the Insider’s Forum held on September 6-8, 2017, in Nashville, TN.
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.