Special Guest Speaker

Rudy Adolf
Founder, CEO & Chairman,
Focus Financial Partners

Ryan Alexis
Senior Director, Client Support,
Black Diamond

Brian Barnes
CEO and Founder,
M1 Finance

Philip Barnes
CIO, Wealth,
Old National Bank

Petra Besson Fencikova
Head of ESG Investments,
Société Générale Private Banking

Tom Burmeister
VP of Financial Planning,
NaviPlan by InvestCloud

Dean Butler
Head of Digital Strategy,
M&G

Alexandra Daly
Founder and CEO,
AA Advisors Europe, Ltd.

Ilan Davidovici
Principal, Client Experience,
Edward Jones

Michael Doniger
Head of Investment and Crypto,
MoneyLion

Jason Gordo
VP, Head of Client Experience and Strategic Partnerships,
Goldman Sachs Financial Management

Anton Honikman
CEO,
MyVest

Aaron Klein
CEO,
Riskalyze

Amanda Lott
Executive Director, Head of Goals-Based Planning,
J.P. Morgan Private Bank

Frank McAleer, Jr.
SVP, Wealth Planning, Global Wealth Solutions,
Raymond James

Michelle Morris
Executive Director, Wealth Management Investment Solutions,
Morgan Stanley

Rose Palazzo
Group Head,
Envestnet | MoneyGuide

Dick Pfister
Founder & CEO,
AlphaCore Wealth Advisory

Dr. Boris Rankov
Head of Digital Advisory, Private Banking & Wealth,
InvestCloud

Scott Reddel
Managing Director,
Accenture

Bryan Sachdeva
VP of Front Office Products,
CGI

Chris Scott-Hansen
Managing Director,
Head of Portfolio & Trading Solutions,
Morgan Stanley

Tanya Seajay
CEO and Founder,
Orenda Software Solutions, a SIX company

Charles Smith
Global Head of Digital Solutions,
Refinitiv

Russ Tipper
Product Management Director,
Capital Group

Jackie VanderBrug
Managing Director, Head of Sustainable & Impact Investment Strategy,
Bank of America

Corey Walther
President,
Allianz Life Financial Services, LLC

Anders Zachrisson
Head of Strategy,
Formue