Dennis Gallant
Senior Analyst,
Aite Group

Alois Pirker
Research Director,
Aite Group

Sophie Schmitt
Senior Analyst,
Aite Group

Michael Alexander
President, Wealth Management,
Broadridge

Bill Capuzzi
CEO,
Apex Clearing

Ilan Davidovici
Principal, Client Experience,
Edward Jones

Anton Honikman
CEO,
MyVest

Jess Liberi
Head of Product,
eMoney Advisor

Mike Orr
Co-Founder and CEO,
Grapevine6

Angela Pecoraro
CEO,
NaviPlan by Advicent

Scott Reddel
Managing Director,
Accenture Wealth Management

Rachel Schnoll
Head of FinLife for Goldman Sachs Personal Financial Management,
Goldman Sachs

Kabir Sethi
Managing Director, Head of
Digital Wealth Management,
Bank of America Merrill Lynch

Cameron Sheehan 
Head of Account Management
and Business Development,
Addepar

Jon Stevenson
Head of Wealth Management,
MoneyLion