Andy Blocker
Global Head of Public Policy and Strategic Partnerships
Invesco, Ltd.

Bob Oros
Executive Advisor and Board Member
Hightower

Jennifer Povlitz
Vice Chair, Managing Director, Global Wealth Management
UBS

Patti Brennan
CFP®, CFS, and CEO
Key Financial Inc.

Mark DeLotto
Corporate Development Officer
Simon Quick Advisors

Rodrigo Figueroa
Head of Fraud
Fidelity Investments

Daniel Gutman
Vice President, Head of Wealth Solutions
Prudential

Vaugh Harvey
Chief Data and AI Officer
LPL Financial

Les Kaldus
Head of Data Strategy
Fiduciary Trust International

Michael Liersch
Previously Head of Advice and Planning for Wealth & Investment Management

Tom Selman
President and CEO
Scopus Financial Group

Sarah Tipple
National Director, Digital Strategy and Client Reporting
Bernstein Private Wealth Management

Melissa Perez
Director of Market Research
Fidelity Investments

Rod Sayegh
Chief Digital Officer
Fiduciary Trust International

Adam Scully-Power, CIMA©, CPWA©
Practice Solutions Director
Nebo Wealth

Diane Young
Chief Operating Officer
Navy Federal Financial Group

Julie Conroy
Chief Insights Officer
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

Doug Trott
Datos Fellow
Datos Insights

William Trout
Director, Securities & Investments
Datos Insights