Special Guest Speaker

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

Greg Beltzer
Head of Technology
RBC Wealth Management

Stephen Carlson
Managing Director
SCS Investment Partners

Ilan Davidovici
Principal,
Client Experience,
Edward Jones

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

David Gordon, CFA®, CPWA®
SVP, Direct Indexing
Vestmark

Michael Jabara 
Managing Director,
Morgan Stanley

Cynthia Loh
Managing Director,
Head of PFMG Product,
Goldman Sachs

Sarah Norman
Director, Senior Investment
Strategist, Sustainable &
Impact Investment Strategy
Bank of America Merrill & Private Bank

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

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

Gavin Little-Gill
Head of Securities & Investments
Insights & Advisory
Aite-Novarica Group

Vinod Jain
Strategic Advisor
Aite-Novarica Group

Paul Sinthunont
Strategic Advisor
Aite-Novarica Group

Adler Smith
Senior Associate
Aite-Novarica Group