2026 Speakers
Keynote Speakers
Joel Bruckenstein
President
T3 – Technology Tools For Today
Mohamed Farag
Lead, Applied Generative AI (AGAI) Group
Carnegie Mellon University
Michael Kitces
Chief Financial Planning Nerd
Kitces.com
John O'Connell
Founder and CEO
The Oasis Group
Samantha Russell
Chief Evangelist
FMG Suite
Speakers
Matt Ackermann
Chief Content Officer
Integrated Partners
Erik Allison
Managing Partner
Wealth Vision
Leanne Ball
Senior Vice President, Data & Analytics
Carson Group
Daren Blonski
Managing Principal
Sonoma Wealth Advisors
Brent Brodeski
Founder and CEO
Savant
Janise Brooks
President
PAX Financial Group
Marc Butler
Financial Planner and Advisor
Anthony Petsis and Associates
Anna Chaiken
Vice President
Ritholtz
Stephen Chien
Vice President
LPL Financial
Thomas Clawson
Co-Founder
Slant
Stuart Feld
Chief AI Officer
Raymond James
Brian Green
Chief Product Officer
Merit Financial Advisors
Adrian Johnstone
CEO
Practifi
Advait Kulkarni
SVP, Technology
Signature Estate & Investment Advisors
Anthony Lancaster
SVP, Chief Data Officer
Osaic
Deana Lewis
Chief Marketing Officer
The Mather Group
Ken Lotocki
Chief Product Officer
Conquest
Kevin Lum
Founder & CEO
Foundry Financial
Joe McCuine
President, Principal
Modera Wealth Management
Hannah Moore
Founder and CEO
Amplified Planning
Adam Moseley
Director, Artificial Intelligence Consulting
Charles Schwab & Co., Inc.
Rob Nelson
CEO & Founder
NorthRock Partners
Mac O'Brien
Chief Growth Officer
Rothschild Wealth Partners
Brian Portnoy
Founder & CEO
Shaping Wealth
David Quisenberry
CEO
Highvault Consulting
Anshul Sharma
Chief Investment Officer
SavvyWealth
Suzanne Siracuse
Founder and CEO
Suzanne Siracuse Consulting
Marie Swift
Founder & CEO
Impact Communications
Oleg Tishkevich
CEO
Invent
Brian Wallheimer
Editor-in-Chief
Financial Planning
Michelle Winkles
Chief Marketing Officer
Mission Wealth Management
Demo Presenters
Phillip Gale
Co-Founder and Chief Operating Officer
VastAdvisor LLC
Jordan Merchbaker
Sales Associate
FP Alpha