2025 Speakers
Speakers
JC Abusaid
CEO and President
Halbert Hargrove
Matt Ackermann
Chief Content Officer
Integrated Partners
Andrew Alfest
CFP, President, Founder
Altfest Personal Wealth Management
Erik Allison
Managing Partner
Wealth Vision
Justin Barish
Chief Marketing & Digital Officer
Lido Advisors
Dan Bell
Director, Advice & Wealth Management Technology
Vanguard
Grant Blindbury
Partner
FMC Wealth Management
Michael Brady
President
Generosity Wealth Management
Joel B Bruckenstein
President
Technology Tools for Today (T3)
Rob Burgess
Tech Reporter
Financial Planning
Richard Chen
Managing Partner
Brightstar Law Group
Stephen Chien
Vice President
LPL Financial
Scott Clarke
Chief Experience Officer
Sound Income Group
Adrian Crockett
General Partner & Head of EJ Labs
Edward Jones
Victor Gaxiola
Partner, Investment Advisor Representative
Resilient Wealth Planning
Angela Giombetti
Chief Marketing Officer
Wealthspire Advisors
Beth Haddock
Chief Legal Officer
AdvisorEngine
Liam Hanlon
Director of Insights
Jump
Jordan Hutchison
Vice President of Technology and Operations
RFG Advisory
Brooke Juniper
CEO
Sage
Jeremi Karnell
Head of Data Solutions
Envestnet
Zane Keller
CEO
Ducere Wealth
Michael Kitces
Chief Financial Planning Nerd
Kitces.com
Stefan Ludlow
Chief Technology Officer
Cerity Partners LLC
Stephen Marshall
Chief Product Officer
Aidentified, Inc
Ian McKenna
Founder and Director
Financial Technology Research Centre
Andy Meyer
Partner, Senior Wealth Advisor
Vantage Financial
Erica Molina
Vice President, Product Management
Cambridge Investment Research, Inc.
Geoff F. Moore
CIO
Valmark Financial Group
John O'Connell
Founder and CEO
The Oasis Group
Jason Pereira
Senior Partner & Financial Planner
Woodgate Financial Inc.
Brian Portnoy, CFA, PhD
Founder & CEO
Shaping Wealth
Tina Powell
Partner, Chief of Community
Intention.ly
Trisha Qualy
Managing Partner
Affiliated Advisors
Patrick Runyen
Director of Organic Growth, Wealth Manager, Principal
Modera Wealth Management
Samantha Russell
Chief Evangelist
FMG Suite
Gary Russell
Partner/Co-Founder
Helium Advisors
Sean Sandys
Chief Technology Officer
Syntax
Suzanne Siracuse
Founder and CEO
Suzanne Siracuse Consulting
Babu Sivadasan
Co-Founder and CEO
JIFFY.ai
Sam Sova
Co-Founder, CEO
Subatomic
Larry Sprung
Founder, Wealth Advisor
Mitlin Financial, Inc.
Marie Swift
Founder and CEO
Impact Communications, Inc.
Oleg Tishkevich
Founder and CEO
Invent
William Trout
Director of the Securities and Investments Practice
Datos Insights
Ramesh Vaswani
CTO
Carson Group
Brian Wallheimer
Editor-in-Chief
Financial Planning
Timothy D. Welsh
President, CEO, and Founder
Nexus Strategy, LLC
Daniel Yoo
CEO
Finmate AI
Amy Young
Director, Capital Markets Industry Advisory
Microsoft