Founder and CEO, ParameterInsights
CEO and Co-Founder, FiComm Partners, LLC
Client Experience Leader, Edward Jones
Conference Content Lead, Financial Planning
Conference Co-Chair
Founder and Chairman of Financial Education and Client Experience, Edelman Financial Engines
Editor-in-Chief of Financial Planning, SourceMedia
President, F2 Strategy
CEO and Founder , Ezra Group
Chief Operating Officer, UHNW, Investment Banking and Capital Markets, Credit Suisse
Vice President, Digital Advice and Innovation, Charles Schwab
Chief Investment Officer, INTRUST Bank
CEO, Addepar
Founder and CEO, ABAKA
Founder and President, The Rudin Group
Executive Vice President, Head of Digital Client Group, PIMCO
Managing Director, BlackRock's U.S. Wealth Advisory
President, Wealth Consulting Partners
SVP & CMO, Addepar
Head of Wealth Management Research, Celent
Principal and Wealth Management Leader, Deloitte Consulting LLP
President, Nexus Strategy