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
Anton Honikman CEO, MyVest
David Lessing Chief Revenue Officer, Addepar
Fahd Rachidy Founder and CEO, ABAKA
Bryan Sachdeva Product Director, Digital Wealth Platform, CGI
Danny Streiff VP Strategic Partner Sales, HealthEquity
Kate Sullivan Managing Director, Accenture Wealth Management