Neesha Hathi
Managing Director, Head of Wealth & Advice Solutions
Charles Schwab

John Amore
Head of Wealth Management
Kestra Financial

Greg Beltzer
Head of Technology
RBC Wealth Management

Scott Brady
VP, Head of Product Development and Strategy
Columbia Threadneedle Investments

Andrew Cant
VP, Financial Services Solutions
NexJ Systems

Cameron Dawson
Chief Investment Officer
NewEdge Wealth

Darlene DeRemer
Managing Partner
Grail Partners LLC

Eugene Elias, Jr.
COO and Founding Partner
Atria Wealth Solutions

David Gordon
SVP, Direct Indexing
Vestmark

Neil Greenbaum
Executive Vice President, Sales & Partnerships North America
Ortec Finance

Daniel Gutman
Vice President, Platform Strategy
Prudential

Morten Hermansen
Head of CX
Formue

Michele Hillery
Managing Director
DTCC

Coley Jellinghaus
Head of Financial Product Partnerships
Addepar

Nitesh Kadakia
Head of Innovation & Advisor Platforms
Merrill Lynch

David Knoch
Chief Executive Officer
Docupace

Markus Lammer
COO Ultra High Net Worth & Global Lending
Credit Suisse, UBS Group

Bob Leaper
VP Sales & Marketing
Smartleaf Asset Management

Tobin McDaniel
General Manager, Invest
SoFi

Michelle Morris
Executive Director
Morgan Stanley

Sarah Norman
Investment Strategist
Bank of America

Ryan O'Connor
Global Head of Product Development and Management
Goldman Sachs

John Olerio
Head of Webster Investments, SVP
Webster Bank

Robert Pettman
Executive Vice President
LPL Financial

Jens Rabe
COO
Unblu

Ram Ramaswamy
Managing Director, Head of NB Custom Direct Investing (NB CDI)
Neuberger Berman

Scott Reddel
Managing Director
Accenture

Justin Ruchka
Director
KeyBank

Anish Shah
Managing Director – Head of Product and Digital
BNY Mellon

Niharika Shah
EVP, Chief Growth Officer
TIFIN Wealth

Vian Sharif
Group Head of Sustainability
FNZ

Alex Sion
Managing Director, Head of Partnerships
Motive Partners

Jaisundar Siva
Executive Director
Morgan Stanley

Jon Stevenson
Head of Corporate Development & Wealth Management
MoneyLion

Thomas Sullivan
Managing Director - Head of Market Access and Business Development
Societe Generale

Sarah Tipple
VP and Head of Advisor Technology & Reporting
Bernstein Private Wealth Management

Samantha Trebesch
SVP, Head of Sustainable Investing, Private Client Group
Raymond James Financial, Inc.

Evelyn Varner
Head of Advice Enablement
Wells Fargo

Gabriela Weiss
Principal
Advent International

Anders Zachrisson
Head of Strategy
Formue

Andrew Besheer
Director of Wealth Management
Datos Insights

Vinod Jain
Strategic Advisor
Datos Insights

Gavin Little-Gill
Head of Securities & Investments Insights & Advisory
Datos Insights

Meghna Mukerjee
Strategic Advisor
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

Alois Pirker
Director, Wealth Management Practice
Aite-Novarica Group