Featured Speakers

John R. Augenblick
John R. Augenblick
President, Rockwood Wealth Management
Senior Advisor and Founding Principal, Timothy Financial Counsel
Chief Executive Officer, Ritholtz Wealth Management
Executive Vice President and Head of the Registered Investment Advisor (RIA) Segment, Fidelity Clearing & Custody Solutions
CEO & Co-Founder, FiComm Partners, LLC
CEO, RightCapital
Managing Partner and Co-founder, Scorpio Partnership
Eileen Duff
Eileen Duff
Managing Partner, Head of Distribution, iCapital Network
Chief Executive Officer and Founding Partner, United Capital
Victor Gaxiola
Victor Gaxiola
VP Marketing, Lirio
Founder, My Virtual COO
Michael Goodman
Michael Goodman, CPA/PFS, CFP®
President, Principal, Wealthstream Advisors, Inc.
Financial Planning Expert, Betterment
Director, Simon-Kucher & Partners
Special Counsel, Sullivan & Cromwell LLP
President, Plancorp
CEO, Riskalyze
Founder, RobustWealth
Chief Investment Officer, First Ascent Asset Management
President, Trutelic Inc.
VP of Product Management , eMoney Advisor
Managing Director, Head of Behavioral Finance & Goals-Based Consulting, Merrill Lynch Wealth Management
Principal, AdvicePeriod
Managing Director, Global Head of Citi Investment Management, Citi Private Bank
Founding Partner, StashWealth
Founder, Life Planning Partners, Inc.
President, Co-Founder, Smartleaf
CEO, CircleBlack
Alan Moore
Alan Moore, MS, CFP®
Co-founder, XY Planning Network
Director | Experiences + Growth, BOS
Nina O'Neal
Nina O'Neal
Partner, Archer Investment Management
Chief Marketing Officer, Swell Investing
Don Plaus
Don Plaus
Managing Director, Head of Private Banking and Investment Group, Merrill Lynch
EVP Customer Solutions, Riskalyze
CEO , Trutelic Inc.
CEO/President, Stratos Wealth Advisory Group
CTO, CircleBlack
Digital Experience Leader, US Wealth & Retirement, Deloitte Digital
Head of Digital Platforms, Transamerica
Head of Wealth Management Research, Celent, a division of Oliver Wyman, Inc.
Gregor Watson
Gregor Watson
Chairman & Co-Founder, Roofstock
Enterprise Manager, Business Development, PIETech, Inc.,