2019 Speakers

Conference Chair
CEO, 280 CapMarkets
Senior Vice President, Global Head -Markit Digital, IHS Markit
Associate Editor, Financial Planning
Principal, Director of Business Development, evisor
Head of Digital Client Experience, Bernstein Private Wealth Management
EVP, Head of the Registered Investment Advisor Segment, Fidelity Clearing & Custody Solutions
CEO and Co-Founder, FiComm Partners, LLC
Managing Director of Digital & Fiduciary Operations, Wells Fargo Wealth Management
Founder & CEO, Lake Avenue Financial
Senior Vice President and Global Head of Business Transformation, Alliance Bernstein
Editor at Large, American Banker
Managing Partner, Merchant Credit Partners
Client Experience Leader, Edward Jones
Founder and Managing Director, DeVoe & Company
Technology Editor, Financial Planning
CEO, Horizn
Head of Advice and Innovation, CEO of Twine, John Hancock Financial Services
Editor-in-Chief of Financial Planning, SourceMedia
COO, Acorns
CEO and Co-Founder, Private Ocean Wealth Management
President, F2 Strategy
VP Sales, Horizn
Principal, The Gresham Company, LLC
Vice President of Digital Strategy & Platform Consulting, Fidelity Institutional
CEO and Founder , Ezra Group
Senior Product Manager, Investment Services, Fiserv
Co Founder & CEO, Capacity
Market Development Manager, Wealth Management Solutions, Refinitiv
Co-Founder and Chief Strategy Officer, OpenInvest
Vice President, Digital Advice and Innovation, Charles Schwab
Managing Partner, Director of Investment Advisor Service, PPC LOAN
Senior Editor and West Coast Bureau Chief, Financial Planning
Chief Investment Officer, INTRUST Bank
CEO, J. H. McLaughlin & Co.
President & Co-Founder, Smartleaf
CMO, Artivest
CEO & Founder, Timelineapp.co
Senior Editor, Financial Planning
CEO, Addepar
Co-founder and CEO, Wealthfront
Principal & Wealth Manager, Robasciotti & Philipson
President and CEO, Jemstep
Founder and President, The Rudin Group
Head of Product & Client Experience, SVB Private Bank
Vice President, Fintech & Open Innovation, L'Atelier BNP Paribas
Managing Director, Head of Digital Wealth Management, Bank of America Merrill Lynch
EVP, Chief Marketing Officer, LifeYield
Chief Executive Officer, Harvest Savings & Wealth Technologies
President, Wealth Consulting Partners
CEO and Founder, Betterment
Vice President, Marketing Communications, Carson Group
Head of Wealth Management and Banking, MoneyLion
SVP & CMO, Addepar
Partner, Deloitte
Head of Wealth Management Research, Celent
Wealth Management Specialist, Refinitiv
CEO, SkyView Partners
Founder & Financial Advisor, Berknell Financial Group