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There's no debate that agentic AI has the potential to profoundly impact how financial advisors and wealth managers acquire,

Dan Savickas is vice president of policy and government affairs at Taxpayers Protection Alliance.

Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.

Joe Carufe is a CAS evangelist and co-founder of Good Measure, a fast-growing cloud bookkeeping firm known for its people-first culture and operational rigor. With over a decade scaling CAS practices and onboarding 500+ firms at Karbon, he helps accounting leaders design modern, flexible firms that attract top talent and deliver high-impact client outcomes.

Aleisha Donald is a partner consultant at Xero.

Emma Bienias is managing director of Stout, a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.  She has a background in performing valuation engagements for various purposes including financial reporting, tax valuations, business reorganizations, pre-acquisition diligence, post-acquisition disputes, fairness and solvency opinions and other management planning and corporate-related matters. Emma has experience providing expert litigation support for analyses of economic damages resulting from the infringement or misappropriation of intellectual property rights. She has performed damage analyses that included consideration of unjust enrichment, loss profits, and reasonable royalty. Emma also combines financial, market and competitive information to value intellectual property for a variety of objectives such as regulatory compliance, licensing and sale transactions, and securing financing for corporate acquisitions and expansion.

Alessio Alionço is the founder and CEO of Pipefy, a leading process management and AI platform. Brazilian-born Alionco is a high-impact global leader and has grown Pipefy from its founding in 2015 to a company with hundreds of customers worldwide. Pipefy delivers a business process automation platform that improves productivity and efficiency, centralizes data, and standardizes processes for teams in insurance.

Employees aren't saving enough for retirement or for the costs associated with healthcare and caregiving needs.

Amy is the chief people officer for Lucet. She leads a team of HR professionals and provides business partnerships to drive people strategy, talent acquisition and management, learning and engagement, and total rewards. She is also an executive sponsor of the Lucet Impact & Responsibility Council.

AI-powered simulation sandboxes are transforming how wealth managers and RIAs engage clients.