Banco Popular de Puerto Rico

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.

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.

Sol Hersh is the president at Presults, a leading archiving and compliance solution for registered investment advisors.

The Presults solution covers SEC and FINRA requirements for archiving emails, websites and social media platforms — with an innovative approach to flagged keywords.

Dennis J. Moore is CEO of the Financial Planning Association, the leading membership organization and trade association for certified financial planners and those who support the financial planning process. 

A CFP himself, Moore has served as an elected president in a volunteer capacity for various organizations, including the Texas Tech University Personal Financial Planning Alumni Advisory Board, the FPA of West Texas, the FPA of Dallas/Fort Worth and the FPA Board of Directors. 

Moore holds a bachelor's degree in personal financial planning and an MBA from Texas Tech University, where he is pursuing his PhD in personal financial planning.

QX Global Group Accounting Services

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