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
Justin Barish
Chief Marketing & Digital Officer
Lido Advisors
Daren Blonski
Managing Principal
Sonoma Wealth Advisors
Brian Boswell
Co-Founder & Sr. Wealth Manager
The Retirement Studio
Brent Brodeski
Founder and CEO
Savant
Janise Brooks
President
PAX Financial Group
Ron Bullis
CEO
Lifeworks Advisors
Dan Cavanaugh
Chief Revenue Officer and Head of Wealth Management
Aidentified
Anna Chaiken
Chief Operating Officer
Ritholtz
Stephen Chien
Co-Founder
Stealth AI & Wealth Management Venture
Thomas Clawson
Co-Founder
Slant
Alec Crawford
Founder & CEO
Verapath
Stuart Feld
Chief AI Officer
Raymond James
Ed Friedman
Chief Platform Officer
Summit Financial
Lara Galloway
Director, Advisor Coaching and Development
Elevation Point
Brian Green
Chief Product Officer
Merit Financial Advisors
Kevin Korhorn
Founder & CEO
Korhorn Financial Group
Advait Kulkarni
SVP, Technology
Signature Estate & Investment Advisors
Anthony Lancaster
SVP, Chief Data Officer
Osaic
Ken Lotocki
Chief Product Officer
Conquest
Kevin Lum
Founder & CEO
Foundry Financial
Joe McCuine
President, Principal
Modera Wealth Management
Bre McDaniel
Strategic Growth Director
Savvy Wealth
Ian McKenna
Founder and Director
Financial Technology Research Centre
Michael Moeser
Senior Content Strategist
Financial Planning
Anthony Montufar
Chief Digital and Client Experience Officer
Equitable Advisors
Hannah Moore
Founder and CEO
Amplified Planning
Adam Moseley
Director, Artificial Intelligence Consulting
Charles Schwab & Co., Inc.
Mac O'Brien
Chief Growth Officer
Rothschild Wealth Partners
Brian Portnoy
Founder & CEO
Shaping Wealth
Brent Pretty
CEO
Verlo
David Quisenberry
CEO
Highvault Consulting
Rron Rexha
Founder & CEO
Arca
Johnny Sandquist
Founder
Three Crowns Marketing
Anshul Sharma
Chief Investment Officer
SavvyWealth
Suzanne Siracuse
Founder and CEO
Suzanne Siracuse Consulting
Babu Sivadasan
Founder & CEO
JIFFYAI
Larry Sprung
Founder, Wealth Advisor
Mitlin Financial, Inc.®
Thomas Stewart
Co-Founder & CEO
Hadrius
Marie Swift
Founder & CEO
Impact Communications
Brian Towner
VP, Strategic Product Development
Orion
Toby Wade
Co-Founder & CEO
DeepVest
Brian Wallheimer
Editor-in-Chief
Financial Planning
Tim Welsh
President
Nexus Strategy, LLC
Michelle Winkles
Chief Marketing Officer
Mission Wealth Management
Demo Presenters
Sarah Chubak
Co-founder & EVP, Business Development
Communify
Phillip Gale
Co-Founder and Chief Operating Officer
VastAdvisor LLC
Sam Jurrens
CEO
Helmsted
Andrew MacCulloch
Head of Pre-sales
OneVest
Chris Maresca
CTO
Helmsted
Jordan Merchbaker
Sales Associate
FP Alpha
Matthew Midson
Managing Director – Banking, Capital Markets & Wealth
Box
Jen Mysliwicz
Head of Revenue
Practifi
Mustapha Ramadan
CEO
LeadCenter AI Inc
Fernando San Martin
Senior Product Manager
Altruist
Larry Steinberg
Chief Technology Officer
Vanilla Technologies, Inc.
Oleg Tishkevich
CEO
Invent
Joe Wesolaski
Managing Director- Enterprise
Zocks