Banco Popular de Puerto Rico

Tara Meehan is a fractional CMO and owner of Meehan Marketing.

She has been a marketing professional for over 18 years focusing on social media, affiliate marketing, display advertising, email marketing and search marketing strategies for financial advisors and wealth management agencies.

Brian McLaughlin is the president of Orion Advisor Technology.

Prior to Orion's acquisition in 2022, he was the CEO and co-founder of Redtail Technology, where he worked closely with advisors, broker-dealers and industry partners for nearly two decades.

Louis Diamond is the CEO of Diamond Consultants, responsible for leading the long-term vision of the firm.

Previously, he worked as a consultant at Ernst & Young, and in wealth management at Morgan Stanley and UBS. He co-hosts the Diamond Podcast for Financial Advisors.

Mazi Bahadori is the chief operations officer at Altruist.

A seasoned veteran in financial technology, he previously served as the chief compliance officer and director of operations for Aspiration. Prior to this, he worked for PIMCO as vice president of legal and compliance, for Morgan Stanley as a financial advisor and for Goldman Sachs as a government affairs associate.

Jeff Junior is founder and CEO Trajan Wealth, headquartered in Scottsdale, Arizona. After completing his military service in the United States Marine Corps, he started his career in the financial industry in 1999. In 2012, he founded Trajan Wealth. An active member of the National Association of Insurance and Financial Advisors (NAIFA), he frequently hosts public educational workshops in the greater Phoenix community. Trajan recently became multicustodial, adding Axos Advisor Services to help spur the firm's growth. 

Ronak Amin is vice president of customer success at Aidentified, where he helps wealth management, hospitality and nonprofit organizations translate AI-driven relationship intelligence into growth.

Adrienne Penta is the national head of wealth management at SCS Financial.

Previously, she served as  principal of private banking and executive director of the Brown Brothers Harriman Center for Women & Wealth. She led the creation of the CW&W, which supports women as they create and manage wealth and seeks to create a dynamic and inclusive environment where women can engage in conversations about wealth, family and values. She also oversaw private banking marketing and sales enablement.

Interactive capabilities have always enhanced traditional planning by creating collaborative experiences, and now they're foundational for strengthening client relationships and building new ones.

In this session, Editor-in-Chief of Financial Planning, Brian Wallheimer, to share the top trends in wealthech for 2022 and the customization demands driving change and innovations in wealth management today