Andy Sieg
President,
Merrill Lynch Wealth Management

Víctor Allende
Executive Director of Private Banking,
CaixaBank

Tom Burmeister
Vice President of Financial Planning,
NaviPlan by Advicent

Judy Dougherty
Head of Enterprise Capabilities,
Prudential Financial

Anton Honikman
CEO,
MyVest

David Lawrence
Chief Commercial Officer,
Schroders Personal Wealth

Tony Leal
President,
Envestnet MoneyGuide

Olivier Lecler
Head of Private Banking Activities for Societe Generale Luxembourg,
Societe Generale Private Banking

Andrew Lendnal
Executive Director, Financial Wellness,
Morgan Stanley

Michael Liersch
Head of Advice and Planning, Wealth & Investment Management,
Wells Fargo & Company

Neal Maglaque
President, AWM Business Development and COO,
Ameriprise Financial

Robin Melnick
Head of Partnerships & Strategic Alliances,
Addepar

Mike Orr
Co-Founder and CEO,
Grapevine6

Richard Owen
Vice President, Wealth Management,
Ortec Finance

Dr Jan Amrit Poser
Chief Strategist, Head Sustainability,
Bank J. Safra Sarasin

Daren Pippio
Senior Vice President, Advisory Strategy and Business Development,
Raymond James

Fahd Rachidy
Founder and CEO,
ABAKA

Scott Reddel
Managing Director – Wealth Management,
Accenture

Lyndon Subroyen
Global Head of Digital and Technology,
Investec

Mark Trousdale
EVP, Chief Growth Officer (CGO),
InvestCloud

Jason Ulrich
Head of Responsible Investment – Wealth Management,
Union Bancaire Privée

Ian Woodhouse
Head of Strategy and Change,
Orbium – Part of Accenture Wealth Management

Anders Zachrisson
Strategy Chief,
Formue

Hussain Zaidi
Chief Strategy Officer,
Orion