Greg O'Gara
Senior Analyst,
Aite Group
Alois Pirker
Research Director,
Aite Group
Dennis Gallant
Senior Analyst,
Aite Group
Mark Goines
Chief Strategy Officer & Vice Chairman,
Personal Capital
Tina Hurley
Managing Director,
Individual Advice & Planning,
TIAA

Eric B. Lordi
Managing Director &
Head of Platform Development,
Morgan Stanley Wealth Management

Lorna Sabbia
Managing Director, Head of Retirement & Personal Wealth Solutions,
Bank of America

Brent Weiss
Chief Evangelist &
Co-Founder,
Facet Wealth

Lisa Graham
Director, Product Management, Financial Planning,
eMoney Advisor

Anton Honikman
CEO,
MyVest

David Lessing
Chief Revenue Officer,
Addepar

Fahd Rachidy
Founder and CEO,
ABAKA

Michael Rodgers
EVP and Head of Product Marketing,
InvestCloud

Bryan Sachdeva
Product Director, Digital Wealth Platform,
CGI

Anthony Stich
Chief Operating Officer,
NaviPlan by Advicent

Danny Streiff
VP Strategic Partner Sales,
HealthEquity

Kate Sullivan
Managing Director,
Accenture Wealth Management

Additional speakers to be announced soon.