2019 Speakers

Conference Chair
Managing Director, BlackRock
Senior Vice President, Raymond James
Associate Editor, Financial Planning
Business and Technology Development Officer, Copytalk, LLC
CEO, Vymo Inc.
Chief Digital Officer and Head of TFS Technology, TIAA
Founder and CEO, ParameterInsights
Head of Investment Platforms, Cetera Financial Group
VP of Sales - Wealth Management, Trendrating
General Manager of Wealth Management, SigFig
Vice President, Financial Planning, Advicent
EVP, Head of the Registered Investment Advisor Segment, Fidelity Clearing & Custody Solutions
CEO and Co-Founder, FiComm Partners, LLC
Executive Vice President and Chief Technology Officer, Edelman Financial Engines
CEO, Ten Group
Founder and CEO, Systelos
EVP & Head of Schwab Advisor Services, Charles Schwab
Research Manager, Deloitte Services LP
Senior Vice President and Global Head of Business Transformation, Alliance Bernstein
President, Motley Fool Asset Management
Editor at Large, American Banker
Head of Research, ParameterInsights
Senior Intelligence Analyst, CB Insights
Chief Product Officer, Personal Capital
Director of Private Banking and Advisory, Fieldpoint Private
President, Ally Invest
Conference Content Lead, Financial Planning
Head of Digital Capabilities, Merrill Edge
Chief Operating Officer and Founding Partner, Atria Wealth Solutions
Editor-in-Chief of Financial Planning, SourceMedia
Director of Innovation, TD Ameritrade Institutional
Financial Services Advisor and Board Member
Co-Founder, NextCapital
VP Sales, Horizn
CEO and Founder, Zoe Financial
Associate Partner, Synpulse
Managing Director, Market Head, UBS Wealth Advice Center
Senior Vice President, Head of Client Experience, United Capital
Senior Vice President, 55ip
Vice President of Digital Strategy & Platform Consulting, Fidelity Institutional
Chief technology officer, Advicent
Managing Director, Enterprise Consulting, RIA Network
VP of Managed Accounts, Orion Advisor Services
CEO, MyVest
Founder and CEO, Kindur
Vice President of Strategy, Zeta Global
CEO and Founder , Ezra Group
Chief Investment Officer, Green Alpha Advisors, LLC
Pricing and Marketing Consultant, Dialektic Consulting
Director Product Management, Neustar
Digital Strategy Principal, Solstice
Chief Commercial Officer, Practifi
CEO and Co-Founder, Facet Wealth
CEO and Co-Founder, CogniCor Technologies
Co Founder & CEO, Jane.Ai
Global Head of Digital Wealth Management, JPMorgan Chase
Director of Partnerships, Clinc
Director of Strategy and Implementation, Key Private Bank
Co-Founder, All About It Consulting
Partner and Director of Wealth Management, Pinnacle Advisory Group
Market Development Manager, Wealth Management Solutions, Refinitiv
Co-Founder and Chief Strategy Officer, OpenInvest
Chief Marketing Officer, Carson Group
SVP & General Manager Financial Services, Salesforce
Managing Director of the Wealth and Lending Group, J.D. Power
COO, Apex Clearing
Marketing Manager North America, Appway
Head of Sales, North America, BondIT
President and Co-Founder, Smartleaf, Inc.
Vice Chairman & CEO, Private Client Resources LLC
Stand-Up Comedian, Entertainer and Recovering Investment Banker
Co-Founder, XY Planning Network
Senior Finance Reporter, Business Insider
CEO, Copytalk, LLC
Founder and CEO, Zennify
Managing Director, Product Strategy, IFS
Head of Independent Brokerage & Platform Services, Wells Fargo Advisors
Chief Privacy Officer, US Bank
Chief Revenue Officer, Kasisto
President, Investment Services, Fiserv
Business Development Manager, Smartleaf, Inc.
Managing Partner, Silver Lane Advisors
Chief Information and Operations Officer, BMO Wealth & Asset Management
CEO, Timeline.co
Executive Vice President and Chief Administrative Officer and Chief Risk Officer, Edelman Financial Engines
Senior Editor, Financial Planning
President and CEO, Dynasty Financial Partners
Senior Digital Partner and the Wealth & Asset Management Consulting Practice Leader, Cognizant
Chief Operations Officer, Mercer Advisors
Director, Product Management, IFS
Director of Technology Services, Zennify
Head of Partnerships, Plaid
Vice President, E*TRADE
Founder and CEO, Syntoniq, Inc.
President of Private Wealth Management, Rockefeller Capital Management
Practice Head – Asset & Wealth Management, Cognizant
Chief Scientist; Technology Co-Founder, BondIT
Co-Founder and Chief Investment Officer, Ritholtz Wealth Management LLC
President, Dotdash Finance
SVP, Director of Advice Offerings, WFA Digital & Automated Investing, Wells Fargo Advisors
CEO, E*TRADE Financial Corporation
President and CEO, Jemstep
Founder and President, The Rudin Group
Chief Operating Officer, RBC Wealth Management
VP, Content & Strategy, Conferences & Events, SourceMedia
Head of Products & Solutions, Appway
Managing Director, Head of Digital Wealth Management, Bank of America Merrill Lynch
Co-Founder and CEO, SigFig
Chief Operating Officer, 55ip
Chief Product Officer, DriveWealth LLC
Head of Customer Success, CogniCor Technologies
Editor in Chief, Investopedia
Global Wealth Management Lead, Capgemini Financial Services
Host ‘Bank On It’ Podcast, Bank On It
Managing Director, BlackRock's U.S. Wealth Advisory
Executive Vice President and Chief Operating Officer, PNC Wealth Management
Wealth Advisor, Bronfman Rothschild
Founder & CEO, Harness Wealth
Senior Managing Director, Accenture Global Capital Markets Practice Lead
Offering Manager, Watson Financial Services, IBM
Principal, Nexa Insights
Executive Vice President of Digital Technology, IGM Financial
CEO and Founder, Betterment
Managing Director, Divisional President LPL Financial
Deposits & Consumer Strategy Executive, Ally Bank
Product Manager, Clinc
Head of Customer Value Management, HSBC USA
Venture Partner, HOF Capital
Head of Wealth Management Research, Celent
Head of Strategic Partnerships & Emerging Technologies, TD Ameritrade
Co-Founder & CEO, Vise AI
Principal and Wealth Management Leader, Deloitte Consulting LLP
Partner, Capco
CEO, Active Investment Management (AIM) Consulting
Wealth Management Specialist, Refinitiv
Chief Executive Officer, Apprise Labs, LLC
Global Head of Wealth and Asset Management, Salesforce
Head of the Global Investment Lab and Chief Innovation Officer for the Private Bank, Citi
Financial Services Practice Lead, Zeta Global
Founder & CEO, pocketnest
Senior Enterprise Account Manager, Envestnet | MoneyGuide
Head of Enterprise Strategy & Business Development, Voya Financial
Managing Director, Head of Digital Client Experience, UBS Wealth Management
Partner, SenaHill Partners LP